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.

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 affiliated with LPL Financial. His prior roles include positions at Wells Fargo Advisors and Northern Trust Securities, Inc. In addition to his advisory work, he operates Dragonomics LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by various investment strategies and research resources.

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.

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.