Christopher Conover is a financial advisor with Charles Schwab in Tucson, AZ, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior work includes roles at TD Ameritrade and Charles Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers investment guidance through multi-asset model portfolios and alternative investments.

Justiin Dodds is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked within Wells Fargo’s various advisory and clearing entities since 2012. Outside of his advisory role, he is involved in GV Sunrise PLLC, an investment-related business based in Tucson, AZ. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm utilizes Wells Fargo research and tools to develop tailored recommendations, with a focus on discrete planning engagements across multiple specialized areas.

Laurence Lof is a CFP® with 55 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at various related entities within Cambridge Investment Research since 2007 and held roles at Kestra Advisory Services and Kestra Investment Services in 2025. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm offers a range of portfolio management solutions and utilizes proprietary and third-party model strategies across multiple custody platforms.

Guillermo Elias is a financial advisor with Raymond James & Associates in Tucson, AZ, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he assists in managing a family-owned ranch in Sonora, Mexico. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a wide range of portfolio management styles and affiliated research.

Sarah Lujan is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Dominique Serge is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has prior work experience at Centaurus Financial Inc., Catalina Wealth Management, and Union Public House. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Jonathan Rankin is a financial advisor with Equitable Advisors in Tucson, AZ, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2011, including its predecessor Axa Advisors. In addition to his advisory role, he operates a separate business under the name Signature Wealth Concepts, LLC. Equitable Advisors serves a diverse client base including individuals, institutional clients, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm employs a variety of investment models and programs, leveraging third-party asset managers and technology platforms to deliver tailored advisory services.

Sara Wright is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She has held roles at JPMorgan Securities LLC since 2020 and previously worked at JPMorgan Chase Bank NA from 2015 to 2020. Wright holds Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Dave LePeau is a Financial Consultant at Fidelity Investments. He began his career with Fidelity in 2022 as a Financial Representative and progressed to Investment Consultant before assuming his current role in 2026. Drawing on his background as an educator, Dave focuses on understanding clients' financial goals to provide tailored resources and support. He collaborates with clients to develop financial plans aligned with their values.

Mary Gill is a financial advisor at Cetera with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has a background that includes ownership of Canyon Tax Associates LLC, where she provides tax preparation services, and Gill & Ghabbani Financial LLC. Additionally, she operates as an insurance agent assisting seniors with Medicare and final expense options. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse investment approaches ranging from model portfolios to bespoke strategies, managing over $256 billion in assets.

Taunya Villicana is a financial advisor with LPL Financial in Tucson, AZ, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with LPL Financial since 2004. Outside of her advisory role, she is a managing partner of Peaks, LLC, a company involved in commercial real estate rental. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Skyler Richins is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at J.P. Morgan Securities, Wells Fargo Bank, and The Vanguard Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, and operates under a fiduciary standard.

Zachary Parker is a financial advisor with LPL Financial in Tucson, AZ, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2025, he worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. from 2018 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and various management approaches.

Gail Giclas is a financial advisor at Raymond James & Associates with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Gail is based in Tucson, Arizona. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Carlota Larson is currently a Planning Consultant at Fidelity Investments, a position she has held since 2023. In this role, she focuses on developing financial plans that align with the goals and priorities of her clients and their families. She emphasizes building strong and trusting relationships by understanding what is important to her clients. Her professional experience spans several roles in the financial services industry. Prior to her current position, she was an Administrative Manager at Ridgway Private Wealth from 2021 to 2023. Before that, she served as Vice President, Premier Banker II at Wells Fargo Bank from 2009 to 2021, and began her career as a Teller at Chase Bank from 2006 to 2009. No additional information about her education, credentials, personal interests, or community involvement has been provided.

Stacey Zeluff Bisher is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo in 2026, she worked at Edward Jones for two years and has held roles at several other firms and companies in different industries. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Marc Lock is a financial advisor with Morgan Stanley in Tucson, AZ, holding a Series 63 designation and 40 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its process.

Daniel Kinnear is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 63 designation and has been with Wells Fargo since 2020. Kinnear also serves as an adjunct lecturer at the University of Arizona's Eller College of Management, teaching various finance courses including Introduction to Finance and Applied Investment Management. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, notably insurance-related vehicles and bank deposit sweep programs.

Nathan Clark is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in financial planning. He specializes in comprehensive planning, investment management, and risk mitigation, focusing on helping clients pursue their financial goals through personalized wealth management strategies. Nathan’s approach emphasizes understanding clients’ life priorities to create flexible plans aligned with their family, goals, and aspirations. Nathan holds the Accredited Domestic Partnership Advisor™ (ADPA™) and Accredited Wealth Management Advisor™ (AWMA™) designations, reflecting his expertise in addressing the unique needs of high net-worth individuals, families, and business owners. He earned a Bachelor's Degree from Western International University and a Master of Business Administration (MBA) from the University of Phoenix. In addition to his professional work, Nathan is actively involved in the community. He serves on the boards of several non-profit organizations, including the Reid Park Zoological Society, Reid Park Zoological Foundation, and Step Up to Justice. Outside of his advisory role, Nathan enjoys interior decorating, reading, and spending time with his family.

Elizabeth Apking is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options in addition to traditional products.