Geary Jerde is a financial advisor with LPL Financial in Oro Valley, AZ, holding CFP®, Series 63, and Series 65 credentials and possessing 42 years of industry experience. He has been with LPL Financial since 1991. Jerde serves as a notary public in Idaho, providing free notary services to his clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, incorporating both discretionary and non-discretionary management, supported by research and model portfolios.

Gregory Baker is a financial advisor at Osaic Wealth, Inc. with 42 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Osaic in 2022, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research. He is president of GBA Financial Concept, an independent insurance brokerage, and serves as a director of the Southern Arizona Law Enforcement Foundation, which provides equipment to local police departments. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers and wrap programs.

Eric B Soiland is a CFP® with 39 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2020 and previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. He is a co-trustee for his parents' trusts and owns Soiland Wealth Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm integrates advisory services with banking, lending, trustee services, and affiliated funds to provide comprehensive financial solutions.

Luis Sotelo is a financial advisor with LPL Financial in Oro Valley, Arizona, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked seven years at Vantage West Credit Union. He also serves as a notary for Vantage West Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Rachael Le Fave is a financial advisor at Edward Jones with 22 years of industry experience. She has held her current position since 2014 and holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management, offering a range of advisory programs and investment products supported by a nationwide network of more than 23,700 financial advisors.

Luis Martinez is a financial advisor with Morgan Stanley in Tucson, Arizona, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been 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 wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and scenario modeling.

Fred Brown Jr. is a financial advisor with Primerica Advisors in Oro Valley, AZ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. Outside of his advisory role, he owns a restaurant business in Freeport, New York. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and provides wrap-fee solutions rather than managing institutional pension or profit-sharing plans.

Nicholas Warren is a financial advisor at Wells Fargo Advisors in Tucson, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Arcis Golf and spent several years at the University of Arizona and Ironwood Ridge High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to tailor recommendations for clients.

Robert Lewis is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 24 years of industry experience. Prior to joining Wells Fargo Clearing in 2022, he worked at J.P. Morgan Securities for 10 years. Outside of his advisory role, Lewis co-owns three small business ventures with his spouse in Tucson, Arizona, focused on specialty baked goods. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment menus.

Daniel Karlsberg is a financial advisor with LPL Financial in Marana, AZ, holding a Series 66 designation and 13 years of industry experience. His prior firms include Cambridge Investment Research Advisors, Kovack Advisors, Inc, and Edward Jones. Karlsberg serves on the Town of Oro Valley Budget and Finance Commission. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and various investment strategies.

Carolyn Sitkowski is a financial advisor at Morgan Stanley with 10 years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she manages rental property in Tucson, AZ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutions with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, data-driven planning process.

Eric Dubose is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at LPL Financial since 2022 and has been with Cuna Brokerage Services Inc. and Cuna Mutual Group since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Mark Sullivan is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He worked at Intuit, Inc. for 22 years prior to joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

Anne Emmerich is a financial advisor with Morgan Stanley in Tucson, AZ, holding a Series 63 designation and 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved in retail and wholesale crafts, selling handmade cards and crafts at local events and shops as an independent entrepreneur. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools, with a focus on advisory services rather than individual security recommendations.

Adam Paoli is a financial advisor with Morgan Stanley in Tucson, AZ, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley since 2014, including nine years with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a 50% owner of PB MEDIA LLC, a web development services business. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its network of advisors and specialized groups. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by investment research and modeling techniques.

Aaron Murray is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary, quantitative asset-allocation approach combined with centralized due diligence. The firm incorporates an ESG eligibility framework when recommending strategies and offers access to a broad range of products, including those available through its affiliated entities.

Miguel Cardenas is a financial advisor with J.P. Morgan Securities in Oro Valley, Arizona, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at JPMorgan Chase Bank since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Felicia Cota is a financial advisor at Primerica Advisors with over four years of industry experience. She holds a Series 63 designation and has worked in various roles including architecture design, accounting support, and commercial card recruitment. Outside of advisory work, she is active as a notary and has experience as a delivery driver with several services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers to implement its investment models.

Jeremy Hazen is a financial advisor with Osaic Wealth, Inc. based in Tucson, AZ, holding Series 63 and Series 65 designations and 14 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and Mass Mutual Investors Services. He serves as a board member for the nonprofit 88 Crime. Osaic Wealth, Inc. serves a diverse client base including individual and institutional investors through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing advanced asset-allocation tools and third-party partnerships to manage discretionary and non-discretionary portfolios.

Michael Mcglamery is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with LPL Financial and has previously worked at CUNA Mutual Group, CUNA Brokerage Services, Inc., and Davis Distributors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.