Thomas Mc Connell is a financial advisor with Edward Jones in Oro Valley, AZ, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Merrill Lynch and self-employment periods before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutional investors, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs and affiliated services under a fiduciary standard.

Pablo Sandoval is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at Merrill and PNC Financial before joining J.P. Morgan in 2024. Outside of finance, he owns a DJ services business, Bring the Entertainment LLC, based in Tucson, AZ. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jeffrey Belokin is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Woodbury Financial Services and Questar Capital Corporation. He is also involved as an insurance agent specializing in fixed, life, disability, and long-term care insurance. OSAIC serves a diverse client base ranging from individual investors to institutions and offers integrated brokerage and advisory services through a large network of financial advisers. The firm employs a range of asset-allocation tools and third-party platforms to construct portfolios across various asset classes, managing accounts on both discretionary and non-discretionary bases.

Nicole Vance Rowe is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 14 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides a written Recommendation Report and ongoing annual planning advice focused on retirement income strategies and tax-aware withdrawals.

Tyler Bennett is a Series 66-licensed financial advisor with Edward Jones, based in Tucson, AZ. He has five years of industry experience, including roles at Merrill Lynch/Bank of America and CarMax. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Michelle Fleming is a financial advisor with Morgan Stanley in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has also been with Citigroup Global Markets since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Mark Christopher Weiss is a CFP® professional with 16 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2019. His prior experience includes roles at Bank of America and Merrill. Outside of finance, he and his wife operate a small business buying and selling used books on Amazon. 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 network of financial advisors and branch offices nationwide.

Thomas Robertson is a financial advisor with Wells Fargo Advisors in Tucson, AZ, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, utilizing proprietary research and tools to develop tailored recommendations.

Peggy Klein is a CFP® and ChFC® with 37 years of experience in the financial industry. She has been with Edward D. Jones & Co., L.P. since 1987. The firm serves more than four million individual and institutional clients, offering a range of wealth management and advisory services supported by a large nationwide network of financial advisors and offices. Edward Jones provides discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Pilar Dumbolton is a financial advisor at Morgan Stanley with 21 years of industry experience and holds the Series 66 designation. Her career includes prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Michael Grabill is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services, Questar Asset Management, and Waddell & Reed. He is also president of Wealth Building Strategies, a corporation involved in insurance sales for fixed, long-term care, life, health, and Medicare supplement policies. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple managed account solutions utilizing advanced asset-allocation tools and third-party platforms.

Bruce Deboer is a financial advisor with Mass Mutual Investors Services in Oro Valley, AZ, holding the ChFC® and Series 63 designations and possessing 50 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 1997. Outside of his advisory role, he serves as president of the Carrietowne North Home Owners Association. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software and collaborative annual planning relationships to deliver tailored financial recommendations.

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.

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.

Debra Coyle is a financial advisor at Ameriprise with 25 years of industry experience and holds a Series 66 designation. She has worked at Ameriprise and its related entities since 2009. Outside of her advisory role, she serves on the Board of Directors for the University of Michigan Tucson Alumni Club and officiates collegiate track and field meets for the University of Arizona athletics department several times a year. Ameriprise is a large institutional firm that provides retirement-income planning services and a broad range of advisory, brokerage, and insurance solutions. Its retirement-income service offers tailored, research-driven recommendations for clients generally holding significant investable assets, combining algorithmic tools with personalized financial advice.

John Wilson Sr. is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years before joining Ameriprise in 2019. Outside of advising, he co-owns an HVAC service and repair business as well as a real estate company. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

James Dretler is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Morgan Stanley and its affiliates since 2009. He is based in Tucson, AZ. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes that utilize firm-approved tools and economic modeling techniques.

William Altruda is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and offers a range of investment and advisory services.