Kathleen Witt is a financial advisor at Raymond James Financial Services Advisors, Inc. with 39 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Raymond James since 2012. Witt serves as a member of the finance subcommittee on the advisory board of Pima College. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services in municipal and public finance.

Jeffrey Belokin is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Woodbury Financial Services and Questar Capital Corporation. He is also involved as an insurance agent specializing in fixed, life, disability, and long-term care insurance. OSAIC serves a diverse client base ranging from individual investors to institutions and offers integrated brokerage and advisory services through a large network of financial advisers. The firm employs a range of asset-allocation tools and third-party platforms to construct portfolios across various asset classes, managing accounts on both discretionary and non-discretionary bases.

Nicole Vance Rowe is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 14 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides a written Recommendation Report and ongoing annual planning advice focused on retirement income strategies and tax-aware withdrawals.

Jason Marchant is a Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with clients and their families to understand their goals and develop personalized wealth strategies. He coordinates the involvement of a team including an Investment Manager, Planning Consultant, and members of the Advanced Planning team to provide service to his clients. Jason has been with Fidelity Investments since 1998 and has held several positions within the company. His experience includes roles as Vice President, Financial Consultant; Financial Planning Consultant; Retirement Income Planner and Account Executive; and Investments Representative. He holds an insurance license in Arkansas. No additional information regarding education or personal interests was provided.

La Shaun Shelby is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. She has worked with multiple Cetera entities since 2020 and is involved in divorce financial planning through Divorce Financial Consultants, LLC. Shelby also serves as a youth director at Rising Star Missionary Baptist Church in Tucson, AZ. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a large network of over 10,000 advisors.

Frank Almada is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2023 to 2024. Frank has extensive experience in the financial services industry, having worked as a Senior Financial Advisor at Union Capital Company from 2018 to 2023 and as an Operations Manager at the same firm from 2014 to 2018. His professional focus includes providing personalized financial guidance and co-creating financial plans that align with clients' priorities. Frank emphasizes an educational approach to financial planning, utilizing Fidelity's technology, insights, and principles to support clients and their families. Further details regarding his education, credentials, personal interests, or community involvement were not provided.

J Martinez is a financial advisor with RBC Capital Markets in Tucson, AZ, holding a Series 66 designation and bringing 23 years of industry experience. Prior to joining RBC in 2017, he worked at UBS Financial Services for 12 years. He serves on the boards of several local nonprofit organizations, including the Educational Enrichment Foundation and the Cascade Foundation of Southern Arizona. RBC Wealth Management serves individual and institutional clients with tailored investment strategies and a range of advisory programs, combining in-house and third-party managers to implement portfolios according to client risk profiles.

Katharine Pierce is a financial advisor at Edward Jones in Tucson, AZ, holding a Series 66 designation with three years of industry experience. Her prior work history includes roles at Sonoran Science Academy and Freedom Preparatory Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Colton Todd is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Northwestern Mutual and the University of Arizona. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

James Hayes is a financial advisor with OSAIC in Tucson, AZ, holding a Series 66 designation and 11 years of industry experience. He previously worked for Lincoln Financial Advisors for 10 years and briefly for Fleet Feet Pleasant Hill. Outside of his advisory role, Hayes is involved as an insurance agent offering various insurance products through Spectrum Wealth Partners and Trailblazer Wealth. OSAIC serves a wide range of retail and institutional clients, providing integrated brokerage and advisory services supported by multiple platforms and a variety of investment tools. The firm manages portfolios using asset-allocation strategies and offers access to third-party money managers and unified managed accounts.

Tyler Bennett is a Series 66-licensed financial advisor with Edward Jones, based in Tucson, AZ. He has five years of industry experience, including roles at Merrill Lynch/Bank of America and CarMax. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Ramon Burrola Jr. is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Juan Salido is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He supports clients through a collaborative planning process, helping them develop financial strategies aligned with their priorities and goals. Prior to this position, he worked as a Relationship Manager at Fidelity Investments from 2025 to 2026, and as a Financial Representative at the same firm from 2024 to 2025. In 2021, he served as a Financial Representative at Northwestern Mutual. Throughout his career, Juan has gained experience in client relationship management and financial planning. His work focuses on assisting clients in defining and achieving their financial objectives through tailored strategies. Outside of his professional responsibilities, Juan has interests in baseball, cooking and baking, attending social events with friends, golf, and music.

Elizabeth Leadon is the Regional Director of Wealth Management at Fidelity Investments. In her current leadership role, she focuses on supporting Senior Relationship Managers and Planning Consultants, emphasizing client relationships and long-term impact. She values integrity, self-awareness, and ongoing professional development. Elizabeth has been with Fidelity Investments since 2013, progressing through roles including Senior Relationship Manager and Private Wealth Management Planning Consultant before assuming her current position in 2021. Prior to joining Fidelity, she worked as a Sales Assistant at Chase Investment Services, Corp from 2008 to 2013.

David Erskine is a financial advisor at Cetera with 13 years of industry experience and holds a Series 66 credential. He is the owner of Busby Sanford Brady Financial Advisors and a partner at Busby Sanford Brady CPA's PLC, a CPA firm where he shares responsibility for firm operations and client engagements. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors.

Mark Oda is a financial advisor with Edward Jones in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Edward Jones since 1987. Outside of his advisory work, he serves on the board of Youth for Change, a church-related organization, and has authored a novel published on Amazon Kindle. 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 strategies supported by a nationwide network of more than 23,700 financial advisors. The firm operates under a fiduciary standard and provides various portfolio management services, including tax-efficient solutions and alternative investment options.

Humberto Alday is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Secure Investment Management and J.D. Mellberg Financial. Outside of his advisory work, he owns an RV rental business in Tucson, Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors and branch offices. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sergio Mada Villa is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and three years of industry experience. He has been associated with Wells Fargo Bank, N.A. since 2016. Outside of finance, he works part-time as a crew member at a butcher shop in Green Valley, Arizona. 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 uses research and analytics from Wells Fargo Investment Institute and third-party sources to support its investment approach, offering both brokerage and advisory solutions.

Ernesto Vargas Truqui is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the Series 66 designation and has previously worked at PNC Investments LLC, Raymond James & Associates, and Morgan Stanley Private Bank. Outside of finance, he has experience with Azulito Kitchen LLC, indicating involvement in entrepreneurial activities. 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 advisory process incorporates modern portfolio theory and includes a broader set of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Michelle Fleming is a financial advisor with Morgan Stanley in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has also been with Citigroup Global Markets since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.