Philip Arena is a financial advisor with LPL Financial in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 37 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 active since 1982, focusing on life insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services. The firm offers financial planning, model portfolios, third-party asset management access, and institutional platforms, supporting advisors with both discretionary and non-discretionary investment strategies.

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.

Alejandro Burrola Hernandez is a financial advisor with Raymond James & Associates in Tucson, AZ, holding a Series 66 designation and 19 years of industry experience. He previously worked at Morgan Stanley and its affiliated entities from 2011 to 2019 before joining Raymond James in 2019. Outside of advising, he operates a personal vehicle rental business through Turo, Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipalities. The firm offers financial planning and investment consulting with a variety of portfolio management styles, municipal advisory services, and an extensive affiliate network.

Nancy Letarte is a financial advisor with Edward Jones in Tucson, AZ, holding the Series 66 designation and with 15 years of industry experience. She has been with Edward Jones since 2010. 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 large nationwide network of advisors and branch offices.

Derek Patla is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on a range of client needs including college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, socially responsible and values-based investing, as well as retirement income strategies. Derek began his financial services career in Tucson in 1997 and has been active in professional and community organizations. He holds a Bachelor of Science degree in Finance from the University of Arizona and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Derek's professional approach is defined by the principles of trust, simplicity, and purpose. A native of Tucson, Arizona, Derek is a founding member and president of the Rotary Club of Tucson Presidio. He has also previously served as the guild president for the Vail Youth Symphony. Outside of work, Derek enjoys spending time with his wife and four children, as well as pursuing interests in music and photography.

Krystine Botkin is a Financial Consultant at Fidelity Investments, a position she has held since 2018. She has accumulated 20 years of experience in the financial industry, with previous roles including Investment Consultant and Financial Representative at Fidelity Investments, Financial Consultant at LPL, Financial Adviser and Branch Office Administrator at Edward Jones, and Sales and Service Specialist at Bank of America. Throughout her career, Krystine has focused on guiding clients through complex financial matters, utilizing Fidelity's tools and resources to simplify financial decision-making. Her expertise lies in educating and empowering clients to make informed financial choices. Outside of her professional work, Krystine has interests in baseball, family activities, fitness, golf, and music.

Amanda Weber is a financial advisor with Wells Fargo Clearing in Tucson, AZ, holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with Wells Fargo Clearing Services, LLC since 2018 and also has experience with Wells Fargo Bank, NA. Outside of her advisory role, she has been involved with Cochise College since 2018. 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Lesley Vanborssum is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her career includes prior roles at Ameriprise Financial Services, Oppenheimer, Citigroup Global Markets, and Wells Fargo Clearing. Outside of her advisory work, she is involved as a loan guarantor for a local business, Uncle Biffs Cookies, in Phoenix, AZ. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides multiple investment implementation options tailored to client objectives and maintains proprietary model strategies alongside access to unaffiliated strategists.

Derek Chow is a financial advisor at Fidelity with 31 years of industry experience. His prior roles include positions at Foreside Fund Services, International Value Advisers, XMS Capital Partners, and Matthews International Capital Management. He holds Series 63, 65, and 66 designations. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios comprising mutual funds, ETFs, and ETPs.

Debra Coyle is a financial advisor at Ameriprise with 25 years of industry experience and holds a Series 66 designation. She has worked at Ameriprise and its related entities since 2009. Outside of her advisory role, she serves on the Board of Directors for the University of Michigan Tucson Alumni Club and officiates collegiate track and field meets for the University of Arizona athletics department several times a year. Ameriprise is a large institutional firm that provides retirement-income planning services and a broad range of advisory, brokerage, and insurance solutions. Its retirement-income service offers tailored, research-driven recommendations for clients generally holding significant investable assets, combining algorithmic tools with personalized financial advice.

James Wood is a Wealth Management Advisor with Merrill Lynch Wealth Management. He and his team, The Wood/Cuesta Group, provide financial coordination and customized wealth management strategies for families, corporate executives, and small business owners in Tucson, Arizona, and across the country. Their approach focuses on simplifying clients’ financial lives through a Goals Based Wealth Management process and collaborating with attorneys, tax professionals, and insurance experts to deliver comprehensive service. Beginning his career at Merrill Lynch in 2008, James has held roles including Client Associate in Phoenix and Client Relationship Manager in Indian Wells, California, before becoming a partner in the Wood Group in 2014. He holds a Bachelor's Degree from Arizona State University and has earned the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. His areas of expertise include family wealth management, retirement planning, philanthropic planning, portfolio management, socially responsible investing, and tax minimization. James is active in his community as a board member of the Father's Day Council Tucson benefiting Type 1 Diabetes research, Rotary Club of Tucson, and DM50, a nonprofit supporting Davis-Monthan Air Force Base and its personnel. He also serves as an Honorary Commander for the Air Force base and participates in its Military Affairs Committee. Residing in Tucson, James prioritizes time with his family and enjoys sports, cooking, and golf.

Samuel Garrison is a CFP® and holds a Series 66 designation with eight years at Edward Jones and seven years of industry experience overall. Prior to joining Edward Jones in 2018, he worked at Huntingdon College and the National Council for Preservation Education. He is based in Tucson, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Jill Bosland is a financial advisor with Wells Fargo Clearing based in Tucson, AZ, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. Her prior roles include positions at PNC Investments, BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, 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 investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.