Kenneth Blanchard is a CFP®-designated financial advisor with 25 years of industry experience, currently serving at Edward Jones in Tucson, AZ. He has been with Edward Jones since 2001, including his current tenure beginning in 2023. Outside of his advisory work, he serves as president of the local Chamber of Commerce. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Byron Fox is a financial advisor with RBC Capital Markets in Tucson, AZ, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at UBS Financial Services Inc. Tucson for 12 years and has been associated with RBC Capital Markets and City National Bank since 2019. Fox is also a retired partner and consultant for Fox & Partee & Nigro Law Firm in Kansas City, MO, a role he has held since 1990 with minimal active involvement. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies to client risk profiles using a combination of in-house and third-party managers, supported by RBC’s capital markets capabilities and integrated financial services.

Bruce Irby is a financial advisor with Ameriprise in Tucson, AZ, holding Series 63 and Series 65 credentials and 48 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Sergio Salazar is a financial advisor with Merrill in Tucson, AZ, holding a Series 66 credential and 13 years of industry experience. He has worked at Merrill and Bank of America since 2018 and previously spent two years with Catalina Wealth Management and Centaurus Financial Inc. Salazar is involved in managing a family-owned LLC related to real estate holdings. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, and charitable organizations.

Ryan Hammond is a financial advisor with Cetera who holds the Series 63 and Series 66 credentials and has 20 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and continued with Cetera since 2023. Outside of finance, he operates a photography business specializing in corporate events, headshots, family portraits, and sporting events. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting discretionary and non-discretionary strategies across multiple program structures.

Chad Porzig is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include over a decade with Primerica and two years at HD Vest. Outside of advising, he owns and operates CQ Books, an e-commerce business focused on used book sales, and QP Imagery, a photography and videography venture specializing in landscapes, nature, and pet portraits. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with access to various model portfolios, third-party managers, and customized strategies.

Timothy Lewis is a financial advisor with Cetera based in Tucson, AZ, holding a Series 66 designation and 11 years of industry experience. He has worked at Cetera since 2021 and previously at Edward Jones from 2015 to 2021. Lewis is also involved with Wilde Wealth Management Group and JRS Wealth Management Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program options and custodial relationships.

David Petz is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and planning, which clients can combine with managed-account programs under a consolidated billing option called “WealthPlan.”

Pamala Price is a Series 66-credentialed financial advisor with 19 years of industry experience. She is currently with Wells Fargo Clearing, where she has worked since 2026 and previously from 2016 to 2019, with prior roles at Morgan Stanley and Merrill. Outside of her advisory work, she has worked as a Lyft driver. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and integrates research and analytics to support its investment and retirement plan offerings.

Jeffrey Barczak is an investment advisor at Cambridge Investment Research Advisors with a Series 65 credential and three years of industry experience. His prior work includes roles at Jackson Hewitt Tax Service, Public Safety Financial/Galloway, Collateral Specialists Inc., and the United States Department of Homeland Security, where he worked for 24 years. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers a range of portfolio management solutions with both proprietary and third-party strategies, supporting discretionary and non-discretionary investment approaches.

Ricci Reyes is a financial advisor with UBS Financial Services in Tucson, AZ. He holds a Series 66 designation and has worked in the financial industry for nine years, primarily at UBS since 2017. Prior to joining UBS, he was employed at Allegis Group for one year. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Jessica Camacho is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at PNC Bank, BBVA Compass Insurance Agency, BBVA Securities Inc., and COMPASS Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Loretta Felix is a financial advisor with Wells Fargo Clearing in Yuma, AZ, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

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.