Mark Taylor is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Cetera and its affiliate Cetera Wealth Services since 2018, and previously at Ameriprise Financial Services from 2012 to 2018. Outside of his advisory role, he serves as executor for his father's estate. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through multiple program structures and a multi-manager platform.

Chad Markham is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Prior to that, he has worked at JPMorgan Chase Bank, NA since 2008. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and delivers services on a non-discretionary basis.

Scott Summerford is a financial advisor with Wells Fargo Clearing in Tucson, AZ, holding Series 63, 65, and 66 licenses and having 12 years of industry experience. He has been associated with Wells Fargo entities since 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Alberto Molina is a financial advisor with Edward Jones in Tucson, AZ, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2025, he worked at Merrill Lynch, Pierce, Fenner & Smith Inc/Bank of America for seven years. His background includes roles outside finance, such as working at a funeral services company and co-owning a pizzeria. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Kalota is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent ten years at Ameriprise Financial Services, Inc. in Tucson, AZ. 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 approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Katherine Bennen is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. She has worked previously with Bjork Financial, Birch Cove Group Ltd., and Raymond James Financial Services. Outside of her advisory role, she operates Golden Ginkgo Signature Travel, a travel agency based in San Diego. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charities. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies across its discretionary and non-discretionary management offerings.

Jacob Flading is a financial advisor with Wells Fargo Clearing in Tucson, AZ, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Longview Insurance & Investments and Walmart. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, 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 and third-party data.

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 with Edward Jones in Tucson, AZ, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of 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® professional with 19 years of industry experience, currently serving as a financial advisor at LPL Financial since 2013. Based in Tucson, AZ, she also acts as a notary for clients on an as-needed basis. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, financial institutions, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

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.