Korey Bowlby is a financial advisor with Edward Jones in Tucson, AZ, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he served in various roles including positions with the U.S. Army Reserve, U.S. Department of Homeland Security, U.S. Department of the Air Force, and U.S. Department of State. Outside of his advisory role, he is an adjunct instructor at both Pima County Community College District and Des Moines Area Community College, where he teaches courses in criminal justice, criminology, and homeland security. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm manages over $1 trillion in assets and offers a broad range of discretionary and non-discretionary investment strategies, supported by a nationwide network of financial advisors and branch offices.

Juan Tapia Camou is an International Wealth Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2004 after more than 14 years of providing service to international high net worth individuals and their families. Juan focuses on developing portfolio strategies, asset allocation, and diversification to support clients' investment objectives within their risk tolerance. He holds a Personal Investment Advisor (PIA) designation and a Bachelor's Degree from ITESM. Juan's areas of expertise include family wealth management strategies, international wealth management, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Juan is fluent in English and Spanish. Outside of work, he enjoys bowling, football, racquetball, and traveling.

Matthew Gigstad is a financial advisor with Thrivent Investment Management in Tucson, AZ, holding a Series 66 designation and over 21 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves on the stewardship team for Fellowship Bible Church Tucson, assisting with budget and financial oversight. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning across various financial topics. The firm offers ongoing or one-time planning engagements without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Aaron Lampert is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked with several firms, including Securities America, PFG Advisors, California Coast Credit Union, and LPL Financial, before joining J.P. Morgan Securities in 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jason Turetzky is a financial advisor with Robert W. Baird & Co. in Tucson, Arizona. He holds Series 63 and Series 65 designations and has 27 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advising, he is the owner of a marketing company run by his spouse. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and separately managed accounts, with an investment approach that incorporates internal research, manager selection, and the use of artificial intelligence tools.

Alexis Dow is a financial advisor at Wells Fargo Clearing based in Tucson, AZ, holding a Series 63 designation. She has been with Wells Fargo Bank since 2021 and transitioned to Wells Fargo Clearing in 2025. Prior to her financial services career, she held positions in diverse organizations including Starbucks and the Sunlight Center for Change LLC. 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 manages approximately $671 billion in assets and combines research from internal and external sources to support its investment strategies.

Jorge Gomez Del Campo is an International Wealth Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial services industry across Mexico and the United States. He specializes in developing strategies tailored to meet the complex needs of international high net worth families and business owners. Jorge employs a goals-based approach, assisting clients and their families in articulating and defining their financial objectives to create comprehensive investment and wealth management plans. Before joining Merrill Lynch Wealth Management in 2009, Jorge worked for BBVA Bancomer from 1993 to 2001, holding positions in Monterrey, Mexico City, Chicago, and Houston. His roles included work in the Investment Banking Division and on FX, Equity, and Derivatives desks. In 1996, he became a member of The Chicago Mercantile Exchange, trading Mexican Peso futures, and in 1997, he traded equities on the floor of the Bolsa Mexicana de Valores. Jorge holds a Bachelor’s degree in International Business from the Instituto Tecnologico y de Estudios Superiores de Monterrey (ITESM). He has earned the Certified Investment Management Analyst® designation from the Investments & Wealth Institute™ and has taught in conjunction with The Yale School of Management. Jorge is bilingual in Spanish and English and resides in Tucson, Arizona, with his wife and their four children. Outside of work, he enjoys swimming, spending time with family, and watching Chicago Cubs and University of Arizona games.

Robert Bakos is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in a comprehensive approach to wealth management, focusing on understanding clients' goals to develop personalized financial strategies. His expertise includes family wealth management, legacy and philanthropic planning, retirement income strategies, tax minimization, and investment planning for individuals and businesses. Robert graduated from the University of Arizona with a bachelor's degree in Economics, concentrating in Finance, and holds Series 7 and Series 66 FINRA registrations. He is also a Personal Investment Advisor (PIA) and a lifetime member of the University of Arizona Tau Sigma Honors Society. He has been involved in finance since 2005 and joined Merrill Lynch Wealth Management in 2015. In addition to his professional work, Robert serves on the boards of the Boys and Girls Club of Tucson and El Rio Health, and is a member of the Bank of America Volunteer Committee. His community involvement includes participation with the Boys and Girls Clubs of Tucson, Community Food Bank, and El Rio Health.

May Eudora Gottfried is a financial advisor at Edelman Financial Engines with one year of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and several non-financial positions such as driving for Uber and working in the restaurant industry. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified portfolios with a long-term focus and serving approximately 477,000 clients.

Theodore Risen II is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and previously worked at Matthew D McLean, Ameriprise, New York Life, Merrill, and ADP LLC. He serves on the finance committee of the Tucson Interfaith HIV/AIDS Network, providing high-level advice to the treasurer. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Melissa Wacker is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Charles Schwab. She has worked with Charles Schwab and its affiliated bank since 2018, following 13 years at Pacific Select Distributors, LLC and Pacific Life. Outside of finance, she is an independent beauty consultant for Mary Kay and operates an in-home business selling premium athletic wear. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services supported by multi-asset model portfolios and centralized operational infrastructure.

Philip Arena is a financial advisor with LPL Financial in Tucson, AZ, holding Series 63 and Series 65 licenses and over 36 years of industry experience. He has been with LPL Financial since 2009 and is also president of Life Markets Co., Inc., where he has been involved in life insurance sales since 1982. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, with access to model portfolios, third-party research, and technology-driven investment approaches.

Kristine Newman is a financial advisor with Morgan Stanley in Tucson, Arizona, holding a Series 63 designation and 17 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she works as a group fitness instructor for several local organizations, including the Northwest YMCA, Chuze Fitness, and the Jewish Community Center. Morgan Stanley Wealth Management provides a broad range of advisory programs for individuals and institutions, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Marcus Champion is a financial advisor at Ameriprise with credentials including Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Suncrest Wealth Advisors LLC, Gibbs Wealth Management, and Morningstar. Marcus is based in Tucson, AZ. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Paula Gonzales is a Wealth Management Advisor leading a Merrill wealth management team that assists individuals, families, and businesses in approaching their wealth with thoughtful and strategic planning. She has been with Merrill Lynch Wealth Management since 1994 and brings more than 25 years of experience to her role. Paula helps clients from various states and backgrounds, including those contemplating retirement, actively building wealth, and extended family members of current clients seeking personalized care. Paula's expertise extends beyond investment management. She dedicates time to understanding her clients' unique financial situations, including budgeting, asset consolidation, trust and estate planning options, and lending opportunities through Bank of America. Her approach involves designing balanced portfolios tailored to client priorities. Prior to her current role, she served as a Premier Banker, providing her with insight into the lending process. She holds a B.S.B.A. in Finance and Real Estate from the University of Arizona and has earned the Certified Private Wealth Advisor® and the Chartered Retirement Planning Counselor™ designations. Within the firm, Paula serves on the Leadership Team for the Merrill Women's Exchange as the Tucson liaison and as Mentor Chair, fostering mentor-mentee relationships among advisors. Outside of work, she enjoys spending time with her family, traveling, attending live music events, and photography.

Jennifer Noseck is a CFP® and ChFC® with 15 years of experience in the financial services industry. She has worked at Edward Jones since 2019 and previously at Bank of America and Merrill from 2012 to 2019. Outside of her advisory role, she is a member of Ironwood Management LLC, involved in property management activities. 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 strategies, and operates under a fiduciary standard with a nationwide network of more than 23,700 financial advisors.

Judith Lewis is a financial advisor with Merrill, holding a Series 66 credential and 26 years of industry experience. She has worked at Merrill since 1999 and Bank of America, N.A. since 2009. Outside of her advisory work, she participates in Desert Angels, Inc., a nonprofit organization that serves as a forum for accredited investors interested in venture capital for Southwest regional startup and early stage companies. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Garret Warren is a financial advisor with Fidelity Investments in Tucson, AZ, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Longview Insurance & Investments and G&A CPAs & Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

John Allanson is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has been with UBS since 1971. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and capital markets solutions.

James Ruboyianes is a financial advisor with UBS Financial Services in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has been with UBS since 1978. Outside of his advisory role, he manages a sole proprietorship involved in real estate rental activities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning and capital markets activities.