Frank Youdelman is a financial advisor with MassMutual Investors Services who holds Series 63 and 65 licenses and has 36 years of industry experience. He has worked at MassMutual Investors Services since 2017 and was previously affiliated with MetLife Securities from 2010 to 2017. In addition to his advisory role, he serves as a board member for Homestay Volunteer Teacher Organization Inc., a teaching nonprofit. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses a collaborative annual planning process employing firm-approved software and offers specialized programs including financial seminars and a standalone Divorce Planning service.

Andrew O'Sullivan is a financial advisor with Ameriprise in Tucson, AZ, holding Series 66 and Series 63 licenses and seven years of industry experience. His prior experience includes roles at Meridian Wealth Management, Edward Jones, and Infinity/Kemper Insurance. He serves on the boards of the Southern Arizona YMCA and the Catalina Rotary Club of Tucson, acting as treasurer for the latter. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written recommendations and ongoing advice. The firm employs a centralized service team and utilizes proprietary research and third-party data within a defined investment framework that includes affiliated products.

Sven Silberschlag is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in 2004 as a financial advisor following an internship at Merrill Lynch Wealth Management while earning a finance degree from the University of Arizona. Sven applies a goals-based approach to wealth management, focusing on defining client priorities and potential pitfalls to shape strategies that assist individuals and families throughout different life phases. He holds several professional designations including the CERTIFIED FINANCIAL PLANNER® (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Planning Counselor™ (CRPC) designation from the College for Financial Planning, and the Certified Private Wealth Advisor® (CPWA) designation from the Investments and Wealth Institute™. Sven's expertise encompasses areas such as education planning, executive compensation, equity compensation services, family wealth management strategies, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. Sven is actively involved in his community, serving on the board of trustees at Casa de los Niños and having been a past president and executive member of the Active Men's 20/30 Club. He and his wife Jenny, both Tucson natives, have two young boys. Sven has a strong appreciation for the outdoors and enjoys camping, rock climbing, mountain biking, hiking, and canyoneering. He is a member of the American Alpine Club and the Climbing Association of Southern Arizona.

Dominick Mattia is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has previously worked at JP Morgan Chase Bank, JP Morgan Securities, Bank of America, and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Theodore Simonson is a financial advisor with Cetera, holding a Series 66 credential and 10 years of industry experience. He has worked with multiple firms, including First Financial Equity Corporation and his own Simonson Wealth Management, where he is a partner. Simonson is also a limited partner in a family limited partnership used for estate planning purposes. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

William Burk Jr. is a financial advisor with Wells Fargo Advisors in Tucson, AZ. He holds a Series 66 designation and has one year of experience in the financial industry. Prior to joining Wells Fargo Advisors, he worked at Lockheed Martin Missiles and Fire Control and Raytheon Missile Systems. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools.

Michael Wagner is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Merrill, Bank of America, and Bank of the West. He also serves as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Stefanee Taylor Wells is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC. Outside of her advisory role, she serves as a notary public in Tucson, AZ. 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 advisory process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Robert De Grood is a financial advisor with LPL Financial in Oro Valley, AZ, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at Waddell & Reed and various insurance carriers, as well as positions in the education sector. Outside of his advisory work, he serves as a high school basketball coach at Pusch Ridge Christian K-12. 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting.

Michael Morris is a financial advisor at LPL Financial in Tucson, AZ, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has held roles at various firms including Avantax Insurance Agency and Avantax Advisory Services, and has experience in accounting and tax preparation through Pinnacle Accounting Inc. In addition to his advisory work, Morris is involved in operating Pinnacle Executive Suites LLC, a commercial real estate rental business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios, serving a diverse client base including both discretionary and non-discretionary management clients.

Thomas Moher is a financial advisor at Edward Jones with 32 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Ameriprise, Mariner Wealth Advisors, Raymond James & Associates, and Morgan Stanley Smith Barney. 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 through a large network of financial advisors and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Joseph Easaw Jr. is a financial advisor with Primerica Advisors in Tucson, AZ, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1992. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and selective separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.

Judith Tocco is a CFP® credentialed financial advisor with LPL Financial, based in Tucson, AZ, and has 36 years of industry experience. She has been with LPL Financial since 2005. Outside of her advisory role, she provides notary services to clients at no charge. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research to support diversified and alternative investment strategies.

Gabrielle Marek is a financial advisor with Fidelity in Tucson, AZ, holding a Series 66 designation and one year of industry experience. Her professional background includes roles at Fidelity Investments, Vuori, and experience in insurance and training. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolios constructed using proprietary research, quantitative analysis, and systematic methodologies. The firm serves a diverse client base including charitable funds and registered investment companies, and utilizes algorithmic methods and AI in its investment process.

Brady Doe is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and previously worked at Przewlocki James, Inc. and Cambridge Investment Research, Inc. for 13 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Stanley Jewell Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options, and it serves as an ERISA fiduciary when providing investment advice.

William Forbes III is a financial advisor with Wells Fargo Clearing in Tucson, AZ, holding Series 66 and Series 63 credentials and 33 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he is a 50% owner of a separate business involved in utility installation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics.

Juan Blanco Rosas is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Instituto Tecnologico de Estudios Superiores de Monterrey. His role involves providing financial advisory services within Merrill Lynch Wealth Management.

Sandra Smith is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds the Series 63 and Series 66 designations. Her professional background includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage services. The firm offers financial planning, access to managed portfolios, third-party asset management programs, and a variety of brokerage and insurance products via an integrated platform.

Ashley Cole is a financial advisor with Charles Schwab based in Tucson, AZ, holding Series 66, Series 65, and Series 63 licenses and bringing eight years of industry experience. Prior to joining Schwab, Cole worked at Affinity Wealth Management, LPL Financial, and held roles in various food and beverage businesses. Outside of finance, Cole cooks weekly for a family of four. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs, managed-account solutions, and integrated brokerage, custody, and financial planning services. Schwab’s approach combines non-discretionary and discretionary investment management with multi-asset model portfolios and centralized operational support.