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.

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.

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 bringing 37 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 active since 1982, focusing on life insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services. The firm offers financial planning, model portfolios, third-party asset management access, and institutional platforms, supporting advisors with both discretionary and non-discretionary investment strategies.

Kiley Kinney is a financial advisor at LPL Financial with one year of industry experience. She previously worked at Premier Partners Wealth Management and has held the Series 66 designation. 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 a range of financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

Samuel Garrison is a CFP® and holds a Series 66 designation with eight years at Edward Jones and seven years of industry experience overall. Prior to joining Edward Jones in 2018, he worked at Huntingdon College and the National Council for Preservation Education. He is based in Tucson, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Donna Crawford is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Chase Investment Services Corp. since 2006. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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.

Deborah Kerr is a financial advisor with Thrivent Investment Management in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at several firms including Vanguard Investment Group and Journey Advisory Group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping the services separate.

Jazlee Cossio is a Senior Financial Advisor with Merrill Lynch Wealth Management. She joined Merrill Lynch in 2019 and works with individuals, families, foundations, corporations, and business owners to deliver customized wealth management strategies. Her approach emphasizes understanding clients’ financial, business, and personal life goals, incorporating factors such as risk tolerance, time horizon, and liquidity needs to provide tailored solutions. Her expertise includes retirement income planning, portfolio and risk management, 401(k) retirement plans, alternative investments, wealth transfer and legacy planning, long-term care, and lending services through Bank of America, N.A. Jazlee holds a Bachelor's degree from the University of Arizona, where she studied International Studies with minors in Business Administration and Spanish. She carries professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Prior to her financial advisory career, she worked for nearly a decade in Wine and Liquor sales across Southern Arizona. Originally from Phoenix, Arizona, Jazlee relocated to Tucson in 2004 and is active in the local community, serving as Vice President of her neighborhood association. She is married with two daughters and two French Bulldogs. Outside of work, she enjoys cooking, dancing, music, traveling, yoga, and spending time with her family.