Aida Castro is a ChFC® credentialed financial advisor with 17 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Tucson, AZ. She has a longstanding career at New York Life Insurance Co. and its related entities since 2012 and operates her own advisory practice, AIDA Castro Wealth & Legacy. Outside of her advisory role, she is also active as an insurance broker for non-registered insurance products. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through an extensive network of affiliated advisors. The firm offers multiple program types tailored to client and plan sponsor objectives, with most assets under management handled on a non-discretionary basis.

Daniel Wilsford is a Series 66-registered advisor with Commonwealth Financial Network. He has prior experience serving in the U.S. Army from 2014 to 2025. Outside of his advisory role, he co-owns Liora LLC, a private entity involved in event planning and party services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $210 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, and comprehensive back-office and custodial services.

Carlos Carranza is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, and BBVA Securities Inc. from 2016 to 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only discretionary model account that uses algorithmic risk assessment and managed strategies implemented via mutual funds and ETFs.

Brandon Jones is a Series 66-licensed financial advisor with PNC Wealth Management in Tucson, AZ, and has four years of industry experience. He has previously worked with Thrivent Financial and LPL Financial LLC among other firms. Outside his advisory roles, he spent five years with Victory Worship Center. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account pilot available to select employees. The firm employs algorithm-driven risk assessments and delegates portfolio management to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Micah Davis is a financial advisor with First Command Advisory Services in Tucson, AZ. He holds Series 63 and Series 65 licenses and has recently transitioned from military service, having served in the United States Air Force from 2010 to 2023. Prior to joining First Command, he worked with the Strategic Technology Institute Inc. and V2X Inc. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.

Keith Schlottman is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Independent Financial Group since 2008 and has also operated Schlottman CPA's PLC since 1999. Outside of his advisory role, he serves as an officer and director of Schlottman Tax Services, LLC, providing tax preparation and accounting services, and holds board positions with nonprofit organizations including the 10-10 International Net Scholarship Foundation and Ten-Ten International Net, Inc. Independent Financial Group offers investment advisory and brokerage services to a wide client base, including individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm combines strategic asset allocation, multi-manager portfolios, and ongoing due diligence to tailor client investment strategies across various risk profiles.

David Williams Jr. is a financial advisor with Transamerica Financial Advisors in Tucson, AZ. He holds a Series 66 designation and began his advisory career in 2025. His prior experience includes roles in public management and county government, as well as involvement with W3 Planning and Research LLC since 2015. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, providing both discretionary and non-discretionary investment options.

David Henry is a financial advisor with Principal Financial Services in Tucson, AZ, holding a Series 66 designation and 14 years of industry experience. He previously worked at Brokers International Financial Services, LLC for 12 years and had brief tenures at Integrity Advisor Solutions and Principal Life Insurance Co. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors across wealth levels, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Raymond Seward is a financial advisor with Transamerica Financial Advisors in Tucson, AZ, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. His work history includes roles at Wealthwave, World Financial Group, and Boeing, where he has been employed since 1987. Seward is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services, combining proprietary model portfolios and third-party money managers with discretionary and non-discretionary program options.

Aaron Mabley is a CFP® professional with five years of industry experience, currently affiliated with Cetera Planning Partners. His prior roles include positions at Benjamin F. Edwards Co., Inc., Morgan Stanley, and Avantax Advisory Services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, with an investment approach centered on diversified allocations of mutual funds and ETFs tailored to client objectives and risk tolerance.

Allen Ekman is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Hornor, Townsend & Kent since 2000. Aside from his advisory role, Ekman is also an insurance agent involved in the sales and service of multi-line insurance products through Longview Insurance and Investments. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as a registered investment advisor and broker-dealer, providing a range of investment and brokerage services alongside third-party asset manager relationships.

Daniel Hoefferle is a CFP® professional with 15 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. He has been involved with United Financial Center since 2000 and has served as an instructor at Pima Community College since 2011, where he teaches retirement-related courses. Outside of his advisory role, he owns a trust consulting business. United Planners Financial Services supports a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm uses an open-architecture platform with multiple custodians and third-party money managers, operating primarily on a non-discretionary basis.

Hugh Toland Jr. is a financial advisor at Focus Partners Wealth, LLC in Tucson, AZ, with 19 years of industry experience. He holds a Series 65 designation and previously worked for Sonora Investment Management and Sonora Investment Management Group from 1986 through 2021. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a comprehensive range of wealth management services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Brian Kracht is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Guaranteed Rate, The Vanguard Group, and served in the United States Air Force. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Joseph Yurgec is a financial advisor with Independent Financial Group, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including long-term roles at NPB Financial Group, LLC and his own firm, YURGEC Financial Services. Independent Financial Group, LLC provides investment advisory and brokerage services to a broad client base that includes individuals, high-net-worth clients, trusts, and institutional clients. The firm offers financial planning and portfolio management through various platforms and employs a model-based approach combining strategic asset allocation and manager selection across active and passive strategies.

Ryan Kollitz is a financial advisor with Eagle Strategies, affiliated with New York Life, holding a Series 66 designation. He has one year of industry experience and previously worked at MBO Partners and AML RightSource. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis.

Ronald Wilson is a financial advisor with Transamerica Financial Advisors and holds the ChFC® designation, along with Series 63 and Series 65 licenses. He has 39 years of industry experience and has worked with firms including AMS/Symetra Life Insurance Co, Allstate Insurance Company, and Mass Mutual Life Insurance. Wilson’s activities include marketing and selling fixed life insurance and annuities, including Tribal Life insurance. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual and high net worth investors, employer-sponsored plans, and charitable organizations. The firm delivers services through a large advisor network and utilizes model portfolios and third-party managers across multiple platforms such as Transamerica ONE and TFA365.

David Hall is a financial advisor with Creative Planning, LLC, holding a Series 65 credential and bringing 10 years of industry experience. Prior to joining Creative Planning in 2025, he spent 12 years at Fisher Investments. Outside of his advisory role, he is a silent equity partner in a California solar sales and financing company. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process centered on low-cost indexing and buy-and-hold strategies, complemented by additional portfolio management techniques and integrated retirement plan services.

David Bearden Sr. is a financial advisor with Eagle Strategies (NY Life) in Sahuarita, AZ, holding Series 63, 65, and 66 designations and 32 years of industry experience. He has been with Eagle Strategies since 2021 and has worked with NYLife Securities LLC and New York Life Insurance Company since 2010. Eagle Strategies serves a diverse client base, including individuals and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Timothy Giacoletti is a financial advisor at LPL Financial with 13 years of industry experience and holds the Series 66 designation. His prior roles include positions at Royal Alliance Associates and HD Vest. Outside of advisory work, he is involved in tax preparation and accounting through an affiliated CPA firm and also works with H&R Block. LPL Financial serves individuals, retirement plans, and institutions through a nationwide network of investment adviser representatives, offering financial planning, advisory programs, and retirement consulting with both discretionary and non-discretionary management options.