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.

Zachary Sparrow is a financial advisor with J.P. Morgan Securities in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has experience with JPMorgan Chase Bank, N.A. dating back to 2010. J.P. Morgan Securities 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, distribution, and investment management capabilities.

Peggy Klein is a CFP® and ChFC® with 37 years of experience in the financial industry. She has been with Edward D. Jones & Co., L.P. since 1987. The firm serves more than four million individual and institutional clients, offering a range of wealth management and advisory services supported by a large nationwide network of financial advisors and offices. Edward Jones provides discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Sivilli is a financial advisor at Wells Fargo Advisors in Tucson, AZ, with one year of industry experience. His prior work history includes roles at Data Direct Networks, Critical Path Institute, and Oracle Corporation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering a variety of financial needs and utilizes proprietary research and tools to develop tailored recommendations for clients.

Andrew Karczewski is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and previously worked at firms including NYLIFE Securities LLC and Empower Financial Group LLC. Outside of his advisory role, he assists with administrative work at Desert Cleaning Janitorial Services, Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence, with a focus on ESG criteria.

Pilar Dumbolton is a financial advisor at Morgan Stanley with 21 years of industry experience and holds the Series 66 designation. Her career includes prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Michael Grabill is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services, Questar Asset Management, and Waddell & Reed. He is also president of Wealth Building Strategies, a corporation involved in insurance sales for fixed, long-term care, life, health, and Medicare supplement policies. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple managed account solutions utilizing advanced asset-allocation tools and third-party platforms.

Rene Henriksen is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He has held roles at First Republic Investment Management and First Republic Securities prior to joining J.P. Morgan in 2023. Henriksen holds Series 63 and Series 65 designations. 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. The firm delivers these services through a combination of institutional advisory operations and affiliated brokerage, distribution, and investment management capabilities.

Angela Baurley is a financial advisor with LPL Financial in Tucson, AZ, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with LPL Financial since 2003. Outside of her advisory work, she serves on the board of the Rotary Club of Tucson. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and consulting services, with access to model portfolios and research from multiple sources.

Philip Garigan III is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 designations and bringing 49 years of industry experience. He has worked with RBC Capital Markets since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile through a combination of in-house and third-party investment managers.

Steven Bishopp is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at VOYA Financial Advisors and leadership at Sji Financial Services, Inc. and Sb Bishopp, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.