Jennifer O'Sullivan is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds Series 63 and Series 66 designations and has held roles at both UBS and Fidelity Investments throughout her career. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a broad range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets services through its platform.

Kim Ohler is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2017. Prior to this, Kim worked at National Bank of Arizona and LPL Financial. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering tailored financial planning and non-discretionary investment consulting through various specialized programs and affiliated research resources.

Jerry Diaz is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial plans that align with their unique goals. He has been with Fidelity since 2024, initially serving as a Financial Representative and then as a Relationship Manager before assuming his current role in 2025. Prior to joining Fidelity, Jerry worked as a Wealth Analyst at BMO Private Bank from 2022 to 2024 and began his career as a Client Services Associate at Tocco Financial Services from 2021 to 2022. His professional experience encompasses client relationship management, wealth analysis, and financial planning. Outside of his professional work, Jerry engages in family activities and enjoys golf, snowboarding, traveling, and spending time with his pets.

David Morochnick is a financial advisor with Wells Fargo Clearing in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent three years at RBC Capital Markets. Outside of his advisory role, he co-owns Mountainview Staffing LLC, where he advises on marketing strategies. 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 approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Zulema Noriega is a financial advisor with Merrill in Tucson, AZ, holding a Series 66 designation and eight years of industry experience. She has worked at Merrill since 2017 and was a homemaker from 2015 to 2017. 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 strategies for a range of individual and institutional investors.

Michael Salomon is a financial advisor at Annecy LLC in Tucson, AZ, with 11 years of industry experience. He holds a Series 65 credential and has operated his own CPA practice, Michael Salomon CPA, since 2004. Salomon has led Annecy LLC since its founding in 2014. Annecy LLC is an independent firm serving clients with personalized financial advisory services.

James Hannley is the sole advisor at Jim Hannley, LLC, an independent firm based in Tucson, AZ. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. He has operated his own firm since 2004. Jim Hannley, LLC provides independent financial advisory services tailored to individual clients.