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 financial advisor with LPL Financial in Tucson, AZ, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including a decade at Cambridge Investment Research Advisors. Horvath is also the president and owner of Eruditius Wealth Advisors, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations nationwide. The firm offers a variety of advisory programs and financial planning services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

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 20 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Tatiana Shoptaugh is a financial advisor at Merrill with 2 years of industry experience. She holds a Series 66 designation and has been associated with Merrill and its affiliate Bank of America, N.A. since 2006. 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, and various institutions, with portfolio implementation tailored by strategy and tax sensitivity.

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® professional based in Tucson, AZ, affiliated with LPL Financial, where he has worked since 2001. He has 32 years of industry experience. Outside of his advisory role, he assists with tax preparation and accounting for a family LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, a range of advisory programs, and both discretionary and non-discretionary portfolio management supported by in-house and third-party research.

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.

Victor Bruno is a financial advisor with Morgan Stanley in Tucson, AZ, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Bank of America, and Merrill Lynch. Outside of finance, he participates in a neuromodulatory treatments research study at Duke University focused on pain management in traumatic brain injury. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and financial planning solutions, managing approximately $2.74 trillion in client assets and utilizing structured planning tools such as Monte Carlo simulations and the insights of a Global Investment Committee.

Clyde Turpin is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 36 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as Treasurer and Finance Committee Member of the Sigma Pi Phi Gamma Alpha Boule Fraternity in Atlanta, managing and overseeing the organization’s finances. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Carol Larson is a CFP® professional with 42 years of industry experience, currently affiliated with LPL Financial in Tucson, AZ. Her prior roles include positions at Hughes Federal Credit Union, Verus Capital Partners, U.S. Bancorp Investments, Chase Investment Services, and Banc One Securities Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options, supported by research and model portfolios.