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.

Kiley Kinney is a financial advisor with LPL Financial in Oro Valley, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, she worked at Premier Partners Wealth Management for one year. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides a variety of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.

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.

David Vogelson is a financial advisor with OSAIC in Oro Valley, AZ, holding Series 63 and Series 65 designations and 35 years of industry experience. He has been with OSAIC since 1995. In addition to his advisory role, he owns a sole proprietorship that services variable annuities and life insurance policies. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs, utilizing various asset-allocation tools and portfolio construction strategies.

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.