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.

Mark Christopher Weiss is a CFP® professional with 16 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2019. His prior experience includes roles at Bank of America and Merrill. Outside of finance, he and his wife operate a small business buying and selling used books on Amazon. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

J. Bill Rivera is a financial advisor with Fidelity in Tucson, AZ, holding the Series 66 designation. He has one year of industry experience with roles at Fidelity and its related entities. Prior to joining the financial industry, Rivera's background includes positions in home loans, education, and the restaurant sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Parker Glasser is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has held roles at various Cetera affiliates since 2023 and is also involved in other activities including working as a shift lead at Galaxy Theatres and providing notary services. Additionally, he holds a position as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services utilizing multiple program structures and custodial relationships, supported by a platform that includes both affiliated and third-party investment managers.

Thomas Robertson is a financial advisor with Wells Fargo Advisors in Tucson, AZ, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, utilizing proprietary research and tools to develop tailored recommendations.

Zachary Penniston is a financial advisor with Wells Fargo Clearing based in Tucson, AZ, holding a Series 66 designation and five years of industry experience. He has been with Wells Fargo Clearing since 2021 and concurrently with Wells Fargo Bank, N.A. since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.