James Stark is a financial advisor at Cetera with 36 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and 65. His career includes roles at Wells Fargo Advisors Financial Network LLC and managing multiple wealth management firms. Stark serves on the board of Unite 4 Africa, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a large nationwide network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts with a multi-manager platform offering a range of portfolio management and financial planning solutions.

Michael Short is a financial advisor with LPL Financial based in Tucson, AZ. He holds Series 63 and Series 66 credentials and has four years of industry experience. Prior to his current role, he worked at Edward Jones and has been involved as a coach at CrossFit Saguaro since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Andrew Blease is a financial advisor with LPL Financial in Tucson, AZ, holding Series 63 and Series 65 credentials and with 36 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in providing long-term care insurance and other non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies and financial services.

Joseph Dylewski is a Series 66 licensed financial advisor with Edward Jones in Oro Valley, Arizona, with 17 years of industry experience. He has been with Edward Jones since 2008. 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 national network of advisors and branch offices.

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.

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.

Ivan Escobosa is a CFP® professional with nine years of industry experience, currently serving at Edward Jones since 2017. He previously worked at Morgan Stanley and was affiliated with the University of Arizona. Outside of his advisory role, he serves on the Audit Committee of The Gregory School in Tucson, AZ. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments, offering a range of advisory programs and investment options supported by a large nationwide network of advisors and branches.

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.

Martin Beard is a financial advisor with LPL Financial in Tucson, AZ, holding CFP® and ChFC® designations and bringing 25 years of industry experience. His background includes roles at Charles Schwab and H.D. Vest Advisory Services, and he has operated his own tax preparation service since 2014. Outside of his advisory work, Beard is involved in tax preparation and has driven for ride-sharing services such as Uber and Lyft for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with investment strategies that utilize both discretionary and non-discretionary approaches.

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.

Geary Jerde is a CFP® professional with 43 years of experience in the financial services industry, currently serving with LPL Financial since 1991. Based in Oro Valley, AZ, he holds Series 63 and Series 65 licenses. Outside of his advisory role, he acts as a notary public providing free service to clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network with model portfolios, third-party management, and uses advanced operational tools, managing over $819 billion in discretionary assets.

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.

Luis Sotelo is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, he worked for seven years at Vantage West Credit Union. He is also a notary public affiliated with Vantage West Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment approaches and operational tools.

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.

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.

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 possessing 13 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Kovack Advisors, Inc., and Edward Jones. He serves on the Town of Oro Valley Budget and Finance Commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of portfolio management and retirement advice solutions.

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 previously served at Cuna Mutual Group and Cuna Brokerage Services Inc. His activities include involvement with Vantage West Financial Advisors and Vantage West Wealth Management as DBAs for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors and more than $819 billion in discretionary assets.

Patrick O'Neill is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and previously worked at American Express Financial Advisors for 19 years before joining Ameriprise in 2020. Outside of his advisory role, he serves as a sports official and works as an assistant golf coach for a high school in Tucson, AZ. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.