Luis Coppel is a financial advisor at Raymond James & Associates with two years of industry experience. Prior to joining Raymond James, he worked for 38 years at Air Express International dba DHL Global Forwarding. He is involved with Agroexport de Sonora S.A. de C.V., an agricultural business, in a non-investment capacity. 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 diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, advisory programs, and institutional consulting.

Bryn Henderson is a CFP® with 16 years of industry experience and has been with Edward Jones since 2009. He is based in Oro Valley, AZ, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

David Lopez Monroy is an International Wealth Advisor at Merrill Lynch Wealth Management. He joined the firm in 2021 after over 20 years of experience in tax, consulting, and cross-border business practices. Prior to joining Merrill Lynch, David was a partner at BeachFleischman PC, one of Arizona's largest accounting firms, where he founded and led the firm's international tax practice. Before BeachFleischman, he worked with Ernst & Young LLP. At Merrill Lynch, David collaborates with other financial advisors to provide comprehensive financial guidance, coordinating with clients' attorneys, accountants, and advisory teams to offer a family office type service for high net worth and ultra-high net worth families. He focuses on client areas such as education planning, family wealth management strategies, liquidity management, retirement planning, and portfolio and investment management. David holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). David earned a bachelor's degree from the University of Arizona. He is bilingual in English and Spanish. Throughout his career, he has been active in community leadership roles with organizations such as Ronald McDonald House of Southern Arizona, Carondelet Foundation, Salpointe Foundation, Kino Border Initiative, Tucson Metro Chamber of Commerce, and Nexus Executives.

Tuong Vy Moats is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at BBVA Securities Inc. and JPMorgan Chase Bank. Outside of her advisory role, she supports a family-run power washing business by assisting with occasional invoicing. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are generally non-discretionary, allowing clients to retain final decision-making authority.

Alison Lush is the Vice President and Branch Leader at Fidelity Investments in Tucson, AZ. In this role, she leads and coaches a team of financial advisors dedicated to providing clients with a high-quality experience through meaningful relationships. She has been with Fidelity Investments since 2016 and has held several positions, including Assistant Branch Leader, Financial Consultant, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, Alison worked as a Financial Services Professional at New York Life from 2013 to 2016. With 13 years of experience in financial services, Alison has developed expertise in managing client relationships and team leadership. She is committed to talent development and contributing positively to her local community, where she and her family reside. Outside of her professional responsibilities, Alison enjoys attending concerts, fitness activities, yoga, and spending time with her family.

Christopher Yeager is a financial advisor with Wells Fargo Clearing in Tucson, AZ, holding a Series 66 designation and 17 years of industry experience. He worked at J.P. Morgan Securities for 10 years before joining Wells Fargo Clearing in 2022. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to evaluate investment options within custodian platforms.

Roger Stubbs is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo Advisors Financial Network since 2009. Outside of his advisory role, Stubbs has a 30% passive interest in an automotive care business through an entity he co-owns with his spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial product sales and referral channels.

Peter Pritz is a Series 66-licensed financial advisor with 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. He is based in Tucson, AZ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options.

Ali Rustempasic is a financial advisor at Raymond James Financial Services Advisors, Inc. in Tucson, AZ, holding a Series 66 credential with 15 years of industry experience. Prior to joining Raymond James in 2023, he worked at Edward Jones from 2010 to 2023. Rustempasic is involved in several management roles for LLCs related to rental real estate and financial operations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goals, and is noted for its municipal advisory affiliation and innovative employer advisory programs.

Edward Marshall III is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co, Inc. since 2010. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Thomas Whited is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2026. In his position, he focuses on leading and developing associates to collaborate effectively with clients, ensuring their long-term financial well-being. Prior to this, he served as Team Leader for Advisory Services at Fidelity Investments from 2022 to 2026. Thomas emphasizes the importance of clients feeling heard and supported in their financial decisions. His approach centers on understanding clients' priorities to provide tailored financial guidance. Outside of his professional role, Thomas has interests in fitness, football, golf, and outdoor adventures.

Carl Maes is a financial advisor at Edward Jones in Tucson, AZ, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at AXA Advisors, LLC and The Rising School. Maes has been with Edward Jones since 2017. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Craig Cole is a financial advisor at LPL Financial with 43 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at Metlife Securities Inc., Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services. Cole also owns Craig A. Cole, LLC, a business entity used for tax and investment purposes. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage options, utilizing research and model portfolios from both internal and third-party sources.

Daniel Shader is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Charles Schwab and its affiliated entities since 2016. Outside of his advisory role, he co-owns an eBay store with his wife that sells household items and construction equipment. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and alternative investment due diligence.

Daniel Strauss is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2013. His prior work includes operating a personal investment advisory business for tax and investment purposes since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Luis Zaragoza is an International Wealth Advisor at Merrill Lynch Wealth Management. He has over 25 years of experience in the financial industry, beginning his career in 1996 at HSBC Investment Banking in Mexico. Throughout his career, Luis has worked with Ixe Casa de Bolsa, Vector Casa de Bolsa, and Actinver before joining Merrill Lynch Wealth Management in 2015. Luis specializes in family wealth management strategies, international wealth management, liquidity management, managing new wealth, portfolio management services, socially responsible investing including values-based and ESG investing, women and wealth, and individual and corporate investment strategies. He holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Instituto Technologico y de Estudios Superiores de Monterrey. Luis is fluent in English and Spanish. Originally from Navojoa, Mexico, Luis enjoys cooking, music, scuba diving, swimming, table tennis, tennis, traveling, watching movies, and spending time with his family.

Janet Leon is a financial advisor with Robert W. Baird & Co. in Tucson, AZ, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. Prior to joining Baird in 2018, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to her advisory role, she serves as co-trustee for her parents' trusts and is a notary public. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm uses a combination of manager-traded and model-traded strategies, along with tax management and unified fee arrangements, supported by internal research and strategic partnerships.

Cynthia Hanning is a financial advisor at Merrill with 22 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2000. Outside of her advisory role, she serves as executor for her parents’ estate. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Benjamin Fernandez is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes positions at BBVA Securities Inc., BBVA Compass Insurance Agency Inc., and Greenberg Financial Group. Outside of his advisory work, he serves as president of a nonprofit supporting military personnel and participates as a civic leader in the Air Force Sustainment Center Civic Leader Program. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, with access to various program structures and third-party managers across discretionary and non-discretionary accounts.

Robert Burns is a Certified Financial Planner (CFP®) with 29 years of industry experience. He is currently with Wells Fargo Clearing, having joined in 2025 after a 14-year tenure at UBS Financial Services Inc. Outside of his advisory work, Burns is involved with the Arizona Elks Association, where he organizes youth soccer contests and holds leadership roles within the Tucson East Elks Lodge. 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 employs a large network of financial advisors and utilizes research and analytics to support investment decisions across diversified portfolios.