Brian Gard is a financial advisor at Edward Jones in Tucson, AZ, holding the CFP® designation and a Series 66 license with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at APPS Paramedical and served for 23 years with the Northwest Fire District. He is a board member of the Marana Chamber of Commerce, where he meets monthly to provide guidance on community economic development. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Hugo Frausto is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Prior to joining Morgan Stanley, he was employed by the Department of Veterans Affairs from 2015 to 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process includes structured discovery and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Sonya Johnson is a Series 66-credentialed financial advisor with 19 years of industry experience, currently with Wells Fargo Advisors in Tucson, AZ since 2023. She previously held roles within Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2016 to 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting net-worth thresholds, supported by Wells Fargo research, planning tools, and multiple financial product offerings.

Michael Stromenger is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2014 to 2022. He serves as President and Board Member of Candlelighters: Childhood Cancer Foundation of Southern Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard and supported by a large network of advisors and branch offices nationwide.

Mathew Brown is a financial advisor at Morgan Stanley in Tucson, AZ, holding a Series 66 designation with eight years of industry experience. His career includes roles at Latin Securities Inc, Jefferies LLC, Morgan Stanley Smith Barney LLC, and Wells Fargo Clearing Services, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and market-based return estimates.

Estel Freese is a financial advisor at Cetera with 25 years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2025, she spent six years at Avantax Investment Services and 17 years with 1ST Global Advisors. Outside of her advisory role, she consults on tax issues and retirement planning for employee benefit plans as an outside consultant for WEST & COMPANY, LLC, CPAs. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, managing over $256 billion in assets through more than 10,000 advisors nationwide.

Jane Rojas is a financial advisor at Morgan Stanley with 42 years of industry experience. She has held roles with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Rojas serves as president of the Tucson Professional Chapter of the Association of Latino Professionals in Finance and Accounting and is a member of the InvestmentNews Diversity Advisory Board. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies to model outcomes.

Michaelle Martinez is a financial advisor with Morgan Stanley in Tucson, AZ, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling to support its financial planning services.

Jose Suastez is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Merrill, Voya Financial, and Wells Fargo. Outside of finance, he owns an art design business specializing in artistic paint and dye work on men's shoes. 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 delivers recommendations on a non-discretionary basis and combines large institutional advisory operations with broker-dealer and investment adviser registrations.

Lavande Verhaart is a financial advisor with Merrill and holds the Series 66 designation. Based in Tucson, AZ, they have one year of industry experience, including roles at Bank of America and Merrill. Prior to entering the financial industry, Verhaart worked in retail and completed education at ROC van Amsterdam College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, institutions, and nonprofit organizations.

Anthony Loscalzo is a Series 66-registered financial advisor with Morgan Stanley in Tucson, AZ, bringing three years of industry experience. His background includes roles at Morgan Stanley Private Bank and Walt Disney Parks and Resorts, as well as work in the hospitality sector with The Hotel Congress and The Ritz-Carlton Hotel Company. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored financial planning agreements.

Sheila Quattlander is a financial advisor with Ameriprise in Tucson, AZ, holding a Series 66 designation and bringing 16 years of industry experience. She previously worked at Securities America Advisors and Ameriprise Financial Services Inc before joining Ameriprise in 2020. Outside of her advisory role, she owns a home bakery business and participates in independent retail sales. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing planning advice focused on retirement income sources, tax-aware withdrawal strategies, and Social Security options.

Adrian Arvayo is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2018, following seven years at Chase Bank. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wayne Griffith is a financial advisor with Morgan Stanley in Tucson, Arizona, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets since 2009. Griffith also serves as a trustee involved in investment decisions. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment models to support its advisory offerings.

John O'Neill is a financial advisor with Ameriprise in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement-income recommendations through a centralized consulting team.

George Herget Jr. is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2009, including work at Morgan Stanley Private Bank, National Association since 2015. Outside of his financial career, he serves as the Pima County Sheriff's Mounted Search and Rescue Captain. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and estate strategies.

William Holmes is a financial advisor with Morgan Stanley in Tucson, AZ, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Wells Fargo Advisors and Nova Home Loans. Outside of financial advising, he is involved as an employee and contractor in food delivery services, including DoorDash and Grubhub. Morgan Stanley Wealth Management is an SEC-registered firm offering a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that span from retail advisory to institutional investment solutions.

Mckinley Griffith is a financial advisor with Morgan Stanley in Tucson, AZ, holding a Series 66 credential and 11 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Outside of his advisory work, Griffith serves as president of the board for the University of Arizona Alumni Association's East Valley Cats Chapter. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and maintains a diverse offering that includes relationships with investment companies, private funds, and principal trading activities.

Terese Loscalzo is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm employs a structured planning process using proprietary tools and investment research, managing approximately $2.74 trillion in client assets.

Larry Mathias is a financial advisor with Edward Jones in Tucson, AZ, holding a Series 66 designation and five years of industry experience. He has worked at Edward Jones since 2020 and previously worked at Kamps Inc from 2016 to 2019. Outside of advisory work, he is a partner in Pacific Cathedral SRL, a company that owns a vacation home. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.