Katherine Bennen is a financial advisor at LPL Financial with 22 years of industry experience and holds the Series 66 credential. Her prior roles include positions at Bjork Financial, Birch Cove Group Ltd., Raymond James Financial Services, and Wells Fargo. In addition to her advisory work, she is involved with Golden Ginkgo Signature Travel, a travel agency based in San Diego. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services through its network of investment adviser representatives, offering customizable portfolios and access to third-party asset managers.

Jacob Flading is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Longview Insurance & Investments, Walmart, and Safeway. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

William Burk is a financial advisor with Wells Fargo Advisors in Tucson, AZ, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory work, he is involved in renovating historic properties and holds ownership stakes in several investment-related ventures. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold, including specialized services such as business-owner transition planning, sports and entertainment planning, and special-needs analysis.

Edward Koven is a financial advisor with Ameriprise in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with advisors like Koven.

Steven Fruits is a financial advisor with Morgan Stanley in Tucson, AZ, holding a Series 66 designation and eight years of industry experience. His work history includes multiple roles at Morgan Stanley and Merrill Lynch. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery conversations and firm-approved tools, focusing on advisory services without individual security recommendations as part of standalone plans.

Carl Stauss is a financial advisor at Edward Jones in Tucson, AZ, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large national network of financial advisors and branch offices.

Kevin Rupprecht is the Regional Vice President of Executive Services at Fidelity Investments, where he leads and coaches a team of Vice Presidents, Executive Planning Consultants, and Executive Services Leaders supporting clients in Northern California. In his role, he focuses on benefits optimization, equity compensation analysis, and wealth management strategies to assist clients in achieving their key financial objectives. He emphasizes financial planning and delivering a consistent client experience to establish long-term relationships with clients and plan sponsors. Kevin's professional career includes a progressive tenure at Fidelity Investments, starting as an Investment Consultant in 2008 and advancing through various leadership roles, including Vice President, Financial Consultant; Branch Leader; and Workplace Regional Leader. Prior to this, he served as Associate Vice President of Investment Services at Greenberg Financial Group from 2004 to 2008.

Daniel Slade is a financial advisor with J.P. Morgan Securities in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Aaron Rottenstein is a financial advisor at UBS Financial Services with 14 years of industry experience and holds a Series 66 designation. He has been with UBS since 2011. Outside of his advisory work, he serves on the Board of Directors for the Jewish Community Foundation of Southern Arizona and is the Treasurer of Social Venture Partners Tucson, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client strategies.

Jennifer Akins is a CFP® with 19 years of industry experience, currently serving as a financial advisor at LPL Financial since 2013. Prior to joining LPL, she worked at Lof Lopez & Associates, LLC for six years. She is also a commissioned notary and provides notary services to clients as needed. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies.

William Beatty is a financial advisor with UBS Financial Services in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at UBS since 2011. Outside of his advisory role, he is involved in producing jazz recordings of his father and participates in wine grape growing through a family vineyard partnership. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and tailored financial planning.

Monica Strong is a financial advisor at OSAIC with 33 years of industry experience. She previously worked at Lincoln Financial Securities for seven years and AXA Advisors, LLC for nine years. In addition to her advisory role, she offers fixed annuities, equity-indexed annuities, and traditional life insurance as a broker. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by asset-allocation tools, and offers portfolios managed on discretionary or non-discretionary bases with access to third-party money managers and wrap programs.

Britney Shockley is a Series 66-licensed financial advisor with Edward Jones in Tucson, AZ, where she has worked since 2015. She has 11 years of industry experience. Outside of her advisory role, she serves as a caregiver for her father, a 100% disabled veteran. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Johanna Robles is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. She has worked at Merrill and Bank of America since 2018 and has prior experience with Michael Grabill, various insurance carriers, Madden Media, and Waddell & Reed. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Syme is a financial advisor with Wells Fargo Clearing in Tucson, AZ, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at JP Morgan Securities, Merrill, Bank of America, and BBVA. 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 roughly $671 billion in assets and employs over 14,000 advisors, offering both brokerage and advisory solutions supported by extensive research and analytics.

Michael Conover is a Financial Consultant currently working with Fidelity Investments, a role he has held since 2023. He partners with clients to understand their financial goals and helps build customized financial plans. He also provides education on various financial options and strategies. Michael brings experience from previous positions including Investment Consultant at Fidelity Investments from 2021 to 2023, Financial Advisor at Morgan Stanley from 2020 to 2021, and Brokerage Service Representative at Charles Schwab & Co from 2016 to 2020. His background spans multiple roles in financial services, contributing to his expertise. Outside of his professional work, Michael is interested in board games, family activities, social events with friends, and golf.

Mark Dragoslovich is a CFP® professional with 12 years of industry experience, currently advising at LPL Financial. His prior roles include positions at Wells Fargo Advisors and Northern Trust Securities. He is also a licensed notary and operates a separate business entity, Dragonomics LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various investment solutions including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Brandon Schmid is a financial advisor with Equitable Advisors in Tucson, AZ, holding a Series 66 credential and one year of industry experience. His background includes military service in the United States Army and academic roles at The University of Arizona and Pima Community College. He is involved with the Desert Park Townhouse Homeowner's Association, Inc., providing HOA-related support. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Jose Hernandez Cevada is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Wells Fargo Clearing, Wells Fargo Bank NA, JP Morgan Chase Bank, and JP Morgan Securities LLC. He also has experience outside finance, having been involved with BYU Idaho Online for seven years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional investors, and municipal entities, offering financial planning and consulting with a variety of portfolio management approaches.

Jose Aguirre Vega is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2021 and has been with Wells Fargo Bank, N.A. since 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.