Adam Pina is a financial advisor with Edward Jones in Tucson, AZ, holding Series 63 and Series 66 registrations and eight years of industry experience. Prior to joining Edward Jones in 2021, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA. He serves as a board member of the Gladden Farms Home Owners Association, participating in decisions related to landscaping, repairs, recreation, and financial matters. Edward Jones is a full-service wealth management firm with more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Fernando Gandara serves as an International Wealth Advisor and Managing Director specializing in wealth management. With over 27 years of experience in the financial sector, he focuses on assisting families and individuals in creating, preserving, and transferring generational wealth. He applies a personalized approach, aiming to understand each client's unique aspirations and financial situations to develop tailored financial plans. Fernando holds a Bachelor's Degree from Instituto Tecnologico de Monterrey and carries the Personal Investment Advisor (PIA) designation. His expertise spans several areas including college education planning, family wealth management strategies, international wealth management, liquidity management, and investment strategy for both individuals and corporations. In addition to his professional work, Fernando enjoys outdoor and recreational activities such as biking, golfing, running, scuba diving, tennis, yoga, and traveling. He values spending time with his family and finds joy in exploring new places with them. He is proficient in English and Spanish and operates within Merrill Lynch Wealth Management, leveraging resources from Bank of America and Merrill to support his clients.

Anthony Warren is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. Prior to this role, he was with Wells Fargo Clearing for two years. Outside of finance, he curates collections at the Franklin Auto Museum, an antique automobile museum in Tucson, AZ. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized areas like business-owner transition and sports & entertainment planning. The firm combines advisory services with other financial products and offers clients tailored recommendations supported by Wells Fargo research and planning tools.

Juan Ley is a CFP® professional with 28 years of experience in the financial industry, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at WELLS FARGO Advisors, LLC for one year. He also serves as a trustee for a trust for the benefit of children, a role he has held since 2001. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its offerings.

Donald Sheldon is a Financial Advisor with Merrill Lynch Wealth Management, focusing on helping clients make informed financial decisions tailored to their unique values and goals. He works closely with individuals, families, and business owners to develop personalized strategies that align with their financial objectives. His areas of expertise include corporate benefits, LGBT wealth planning, personal retirement planning, small business strategies, and tax minimization. Donald holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Donald was educated at Tucson Accelerated High School. He is actively involved in his community and supports the Pima Animal Care Center. In his personal time, he enjoys biking, hiking, and pickleball.

James Padilla is a financial advisor with Equitable Advisors in Tucson, AZ, holding a Series 66 credential and one year of industry experience. Before joining Equitable Advisors in 2025, he worked at Walgreens for nine years. Outside of advising, he works part-time as a driver for Uber. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm employs a variety of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Bryan Cordova is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. He has worked at Equitable Advisors since 2019 and previously at Axa Advisors, LLC. Outside of advising, Cordova is a past president of the Catalina Rotary Club and is involved with BNI Abundant Referrals Chapter. He also serves as an executor nominee and successor trustee of an immediate family trust. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Michael Lefton is a financial advisor at Cetera with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has previous experience at Voya Financial Advisors and his own firm, Lefton Financial Services. He serves as treasurer for the Escondido Place Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, offering a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with various program options and manages over $256 billion in assets.

Ruben Vildosola is a financial advisor at UBS Financial Services with five years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and TD Ameritrade. Prior to his financial services career, he held roles at the Mexican Consulate and the University of Arizona. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and research-driven investment strategies.

Bernardo Aguirre is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2018 in various roles culminating in his current position starting in 2025. In his role, he provides comprehensive financial planning and investment guidance, utilizing Fidelity's technology, research, and insights to assist clients in planning for their financial goals and desired lifestyles. Bernardo has held multiple positions within Fidelity Investments, including Financial Consultant, Planning Consultant, Relationship Manager, and Financial Representative, demonstrating a broad range of experience in financial services. Prior to joining Fidelity, he gained experience as an intern at Nova Financial and Insurance Services from 2015 to 2016. As a native of Tucson, Bernardo leverages his deep community roots to understand and address the unique needs of local clients. Outside of his professional work, he has interests in fitness, football, hiking, and traveling.

Aleksei Fedor is a financial advisor with Robert W. Baird & Co. in Oro Valley, AZ, holding a Series 66 credential and eight years of industry experience. Prior to joining Baird, he worked at Saffron Indian Bistro and spent seventeen years in an educational role. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations with tailored financial planning and portfolio management services. The firm offers a range of investment strategies, including discretionary management and separately managed accounts, as well as municipal advisory and public finance services.

Tiana Ronstadt is a financial advisor at OSAIC with 35 years of industry experience. She previously worked for Fortis Investors, Inc. and Woodbury Financial Services, Inc. for 34 years before joining OSAIC in 2024. Ronstadt is involved in nonprofit activities, serving on the board of trustees for the Kappa Kappa Gamma Foundation and participating as a speaker and advisor with Power Women Investing, offering financial education to nonprofit organizations. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and advisory platforms, providing integrated brokerage, investment advisory services, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Stephen Horvath is a ChFC® credentialed financial advisor with 37 years of industry experience, currently associated with LPL Financial. His prior work includes roles at Cambridge Investment Research Advisors, Inc., SII Investments, Inc., and Commonwealth Financial Network. He is the president and owner of Eruditius Wealth Advisors, Inc., a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, with an emphasis on integrating research-driven and technology-supported investment strategies.

Thomas Palomares II is a CFP® professional with 12 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and has previously worked at Edward Jones, Axa Advisors, and Wells Fargo. Outside of his advisory role, he serves as a commissioner for City of Tucson employees, participating on a panel that reviews appeals related to employee reprimands, and contributes to the University of Arizona’s Eller College of Management by interviewing prospective students. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs comprehensive analytical tools for non-discretionary planning and supports client implementation through its advisory programs and partnerships.

Wyatt Mc Rae is a Series 66-licensed financial advisor with 17 years of industry experience. He currently works with Raymond James Financial Services, Inc. and previously spent 14 years at Edward Jones. Mc Rae is involved in several business ventures in Tucson, AZ, including serving as a wealth advisor and business owner. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance advisory services.

Aditi Gupta is a financial advisor with Morgan Stanley in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, she spent a year at Citigroup Global Markets, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and market scenario modeling.

Nicholas Maccarone III is a financial advisor with Merrill, holding a Series 66 designation and 12 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2016 and previously spent two years with Equitable Advisors. Merrill, together 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 and profit-sharing plans, corporations, and charitable organizations.

Charles Maxim is a CFP®-credentialed financial advisor with 32 years of industry experience, currently affiliated with LPL Financial since 2001. He holds the Series 63 designation and operates out of Tucson, AZ. His other activities include assisting with tax preparation and managing accounting and payroll communications for a family LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of investment and advisory services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Anissa Vasquez is a Series 66-licensed financial advisor with Equitable Advisors, based in Tucson, AZ, and has one year of industry experience. Prior to joining Equitable Advisors, she worked at Ameriprise and has been involved in tutoring K-12 students in math and reading through Sylvan Learning Center. Equitable Advisors serves a wide range of clients including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Sena Mortensen is a financial advisor with Equitable Advisors in Tucson, AZ, holding a Series 66 designation and having two years of industry experience. Prior to joining Equitable Advisors, she worked at Keller Williams and Nottingham Realty Group, where she also serves as a real estate agent. She is involved as a Marketing Officer with the Indianapolis Chapter of the American Payroll Association. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.