Kimberly Blaylock is a financial advisor at Edward Jones with four years of industry experience. Her prior roles include positions at Ernst & Young and Georgetown University. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Douglas Haynes is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in September 1993 and serves as a Senior Vice President. He holds the CERTIFIED FINANCIAL PLANNER (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc. Doug specializes in family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. His team focuses on addressing the wealth management and investment needs of high-net-worth families, aiming to customize financial assets to meet client goals while prioritizing clarity and convenience. He earned a Bachelor of Science in Electrical Engineering from the University of Arizona in December 1988 and an MBA from the University of Phoenix in March 1997. Doug is a second-generation native of Tucson, is married, and has three children. He has coached a local high school football team and is involved in community activities including supporting a local community foundation, serving on the board for a Tucson-based PTSD non-profit ministry, and participating on the University of Arizona Foundation Professional Advisory Council. His personal interests include camping, fishing, football, hiking, hunting, racquetball, and traveling.

Sven Silberschlag is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in 2004 as a financial advisor following an internship at Merrill Lynch Wealth Management while earning a finance degree from the University of Arizona. Sven applies a goals-based approach to wealth management, focusing on defining client priorities and potential pitfalls to shape strategies that assist individuals and families throughout different life phases. He holds several professional designations including the CERTIFIED FINANCIAL PLANNER® (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Planning Counselor™ (CRPC) designation from the College for Financial Planning, and the Certified Private Wealth Advisor® (CPWA) designation from the Investments and Wealth Institute™. Sven's expertise encompasses areas such as education planning, executive compensation, equity compensation services, family wealth management strategies, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. Sven is actively involved in his community, serving on the board of trustees at Casa de los Niños and having been a past president and executive member of the Active Men's 20/30 Club. He and his wife Jenny, both Tucson natives, have two young boys. Sven has a strong appreciation for the outdoors and enjoys camping, rock climbing, mountain biking, hiking, and canyoneering. He is a member of the American Alpine Club and the Climbing Association of Southern Arizona.

Dominick Mattia is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has previously worked at JP Morgan Chase Bank, JP Morgan Securities, Bank of America, and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Theodore Simonson is a financial advisor with Cetera, holding a Series 66 credential and 10 years of industry experience. He has worked with multiple firms, including First Financial Equity Corporation and his own Simonson Wealth Management, where he is a partner. Simonson is also a limited partner in a family limited partnership used for estate planning purposes. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

William Burk Jr. is a financial advisor with Wells Fargo Advisors in Tucson, AZ. He holds a Series 66 designation and has one year of experience in the financial industry. Prior to joining Wells Fargo Advisors, he worked at Lockheed Martin Missiles and Fire Control and Raytheon Missile Systems. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools.

Michael Wagner is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Merrill, Bank of America, and Bank of the West. He also serves as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Stefanee Taylor Wells is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC. Outside of her advisory role, she serves as a notary public in Tucson, AZ. 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 process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Judith Tocco is a CFP® credentialed financial advisor with LPL Financial, based in Tucson, AZ, and has 36 years of industry experience. She has been with LPL Financial since 2005. Outside of her advisory role, she provides notary services to clients at no charge. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research to support diversified and alternative investment strategies.

Gabrielle Marek is a financial advisor with Fidelity in Tucson, AZ, holding a Series 66 designation and one year of industry experience. Her professional background includes roles at Fidelity Investments, Vuori, and experience in insurance and training. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolios constructed using proprietary research, quantitative analysis, and systematic methodologies. The firm serves a diverse client base including charitable funds and registered investment companies, and utilizes algorithmic methods and AI in its investment process.

Brady Doe is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and previously worked at Przewlocki James, Inc. and Cambridge Investment Research, Inc. for 13 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Stanley Jewell Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options, and it serves as an ERISA fiduciary when providing investment advice.

William Forbes III is a financial advisor with Wells Fargo Clearing in Tucson, AZ, holding Series 66 and Series 63 credentials and 33 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he is a 50% owner of a separate business involved in utility installation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics.

Juan Blanco Rosas is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Instituto Tecnologico de Estudios Superiores de Monterrey. His role involves providing financial advisory services within Merrill Lynch Wealth Management.

Sandra Smith is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds the Series 63 and Series 66 designations. Her professional background includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage services. The firm offers financial planning, access to managed portfolios, third-party asset management programs, and a variety of brokerage and insurance products via an integrated platform.

Ashley Cole is a financial advisor with Charles Schwab based in Tucson, AZ, holding Series 66, Series 65, and Series 63 licenses and bringing eight years of industry experience. Prior to joining Schwab, Cole worked at Affinity Wealth Management, LPL Financial, and held roles in various food and beverage businesses. Outside of finance, Cole cooks weekly for a family of four. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs, managed-account solutions, and integrated brokerage, custody, and financial planning services. Schwab’s approach combines non-discretionary and discretionary investment management with multi-asset model portfolios and centralized operational support.

Angela Van Blargan is a financial advisor at Equitable Advisors with nine years of industry experience. She holds a Series 66 designation and has worked with Equitable Advisors since 2017, previously associated with AXA Advisors, LLC. Outside of her advisory role, she is involved with Truluma, focusing on disability insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm employs a model-driven approach that integrates third-party asset managers and advisory programs, offering a broad array of investment options and ERISA fiduciary services.

Rhonda Mc Cline is a financial advisor at Charles Schwab with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab and Charles Schwab Bank since 2000 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of brokerage, custody, and advisory services. The firm features a client relationship model that includes both non-discretionary and discretionary investment management supported by multi-asset model portfolios and alternative investment options.

Rachel Covey is an Investment Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments since 2022, progressing through roles including Investment Management Consultant II, Investment Management Consultant I, Central Relationship Manager, and High Net Worth Service Associate. Prior to joining Fidelity, Rachel worked as an Insurance Agent and Registered Representative at New York Life Insurance Company from 2020 to 2022. Rachel is a Certified Financial Planner dedicated to assisting clients in achieving their personal life goals through financial wellness. She emphasizes an approachable and committed approach to guiding individuals through their financial journeys with confidence and clarity. Outside of her professional work, Rachel enjoys activities involving family, fitness, food, pets, reading, and traveling.

Chad Horton is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 24 years of experience in serving a multi-generational clientele across Arizona and more than 20 other states. His practice focuses on working with active and retired business owners, corporate executives, and physicians, particularly during times of transition such as retirement or changes in family status. Chad emphasizes personalized financial strategies that align with clients’ risk tolerance, liquidity needs, and long-term objectives. Chad holds a Bachelor's Degree from Arizona State University and earned the Certified Investment Management Analyst (CIMA®) certification, along with the Personal Investment Advisor (PIA) designation. He integrates Merrill Lynch’s strategies and research to customize client portfolios and collaborates closely with clients’ CPAs and attorneys to support tax minimization and estate planning. Chad prioritizes clear communication with both spouses and addresses issues such as Social Security, long-term care, healthcare costs, and tax-efficient wealth transfer in his comprehensive advisory approach. Originally from Phoenix, Chad grew his interest in investments early, which he further developed at Arizona State University. He lives in Tucson with his wife and two children. Outside of work, Chad enjoys spending time with his family, hiking, and working as a handyman.