Sara Wright is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She has held roles at JPMorgan Securities LLC since 2020 and previously worked at JPMorgan Chase Bank NA from 2015 to 2020. Wright holds Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Taunya Villicana is a financial advisor with LPL Financial in Tucson, AZ, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with LPL Financial since 2004. Outside of her advisory role, she is a managing partner of Peaks, LLC, a company involved in commercial real estate rental. 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 wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Skyler Richins is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at J.P. Morgan Securities, Wells Fargo Bank, and The Vanguard Group. 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 strategies, including discretionary and non-discretionary wrap fee programs, and operates under a fiduciary standard.

Marc Lock is a financial advisor with Morgan Stanley in Tucson, AZ, holding a Series 63 designation and 40 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its process.

Shannon Soto is a financial advisor at Morgan Stanley with 18 years of industry experience. She has worked at Morgan Stanley since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools.

Ernest Escarcega Jr. is a financial advisor with Primerica Advisors in Tucson, AZ, holding a Series 63 designation and 39 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in sales of home security and automation products through affiliated companies and owns EDESVP, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Andres Parada Hernandez is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has prior work experience that includes roles in the restaurant industry and the gig economy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, supporting clients through firm-approved planning tools and comprehensive investment resources.

David Mc Gee is a financial advisor with Merrill, holding a Series 66 credential and one year of industry experience. His work history includes positions at Bank of America and prior roles outside the financial sector, including at Einstein's Bagel Bros and Outback Steakhouse. Merrill, along 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Hum is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Tucson, AZ. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Alberto Molina is a financial advisor with Edward Jones in Tucson, AZ, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2025, he worked at Merrill Lynch, Pierce, Fenner & Smith Inc/Bank of America for seven years. His background includes roles outside finance, such as working at a funeral services company and co-owning a pizzeria. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Edward Koven is a financial advisor with Ameriprise in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with advisors like Koven.

Steven Fruits is a financial advisor with Morgan Stanley in Tucson, AZ, holding a Series 66 designation and eight years of industry experience. His work history includes multiple roles at Morgan Stanley and Merrill Lynch. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery conversations and firm-approved tools, focusing on advisory services without individual security recommendations as part of standalone plans.

Anthony Warren is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. Prior to this role, he was with Wells Fargo Clearing for two years. Outside of finance, he curates collections at the Franklin Auto Museum, an antique automobile museum in Tucson, AZ. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized areas like business-owner transition and sports & entertainment planning. The firm combines advisory services with other financial products and offers clients tailored recommendations supported by Wells Fargo research and planning tools.

Aditi Gupta is a financial advisor with Morgan Stanley in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Nicholas Maccarone III is a financial advisor with Merrill, holding a Series 66 designation and 12 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2016 and previously spent two years with Equitable Advisors. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Victor Bruno is a financial advisor with Morgan Stanley in Tucson, AZ, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Bank of America, and Merrill Lynch. Outside of finance, he participates in a neuromodulatory treatments research study at Duke University focused on pain management in traumatic brain injury. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and financial planning solutions, managing approximately $2.74 trillion in client assets and utilizing structured planning tools such as Monte Carlo simulations and the insights of a Global Investment Committee.

Abhishek Gaur is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. He has worked at Merrill and Bank of America since 2017 and spent one year at Wells Fargo Bank. Outside of his advisory role, he serves as a power of attorney for a family member. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Fernando Arreola Tapia is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Wendy Miller is a financial advisor at Thrivent Investment Management in Tucson, AZ, with one year of industry experience. She holds a Series 66 designation and previously operated Miller Design for 14 years. From 2021 to 2024, she was involved with Gospel Rescue Mission. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across various financial topics and combines planning with managed-account programs under a consolidated billing option called "WealthPlan."

Jennifer Hurtado is a financial advisor with Merrill in Tucson, AZ, holding Series 63 and Series 66 credentials and six years of industry experience. Her career includes roles at Bank of America N.A., Wells Fargo Clearing, and Wells Fargo Bank, NA. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.