Deborah Stouffer is a financial advisor at EverSource Wealth Advisors, LLC with four years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James Financial and W. F. Stevens Financial Advisors. She also serves as an office manager for W. F. Stevens Financial Advisors. EverSource Wealth Advisors serves individual and institutional clients, providing wealth management, financial planning, investment advisory, and consulting services. The firm supports independent RIAs through turnkey asset management and sub-advisory services and offers multiple investment programs including private markets and values-based strategies.

William Stevens Jr. is a financial advisor with Eversource Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include 14 years at Raymond James Financial. Stevens is also the owner and CEO of Madera Real Estate Holdings, LLC, and serves as Board President of Madera Plaza Unit Owners Association, Inc. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, and institutional clients. The firm offers wealth management, financial planning, investment advisory, and consulting services, along with turnkey asset management and sub-advisory support for independent RIAs.

John Turman is a financial advisor at Fortis Capital Advisors, LLC with 27 years of industry experience. He held a principal role at Turman Financial Group, LLC for 16 years and has worked as an insurance agent since 1990. His credentials include Series 63 and Series 65 licenses. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm offers customized investment advice through discretionary management, advisor-specific styles, and model portfolios utilizing a range of strategies including ESG options.

Joseph Schmidt is a CFP® professional with four years of experience in financial planning. He is currently affiliated with EverSource Wealth Advisors, LLC and WF Stevens Financial Advisors, LLC, and also serves as an adjunct instructor at Liberty University, where he teaches online business classes. Schmidt founded Sunrise Personal Finance, a student loan consulting business, in 2022. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services through a national network of investment advisor representatives using multiple investment programs and delivers both advisory and private pooled investment management.

Mark Becque is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and over 30 years of experience in wealth management through his work with Wealth Management Strategies, Inc dba Green Valley Financial. He also serves as president and agent of Wealth Preservation Concepts Inc., which provides insurance products and Medicare brokerage services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers a range of services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that combines internally managed and third-party models.

Christopher Cadieux is a CFP® and CFA® with 37 years of industry experience. He has been with Commonwealth Financial Network since 2004. In addition to his advisory role, he acts as an expert witness in financial matters and sells fixed insurance as an agent. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and their clients. The firm provides a comprehensive adviser-support platform that includes managed account programs, access to third-party asset managers, and custody and clearing services.

Robert Brown is a CFA® charterholder with 13 years of industry experience. He currently serves as a financial advisor at Integrated Wealth Concepts LLC and previously worked at United Capital Financial Advisers LLC. Brown is also a consultant and team leader at JULEX. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, constructing customized portfolios primarily using mutual funds, ETFs, individual equities, and fixed income with a predominantly long-term investment approach.

Marco Monroy is a financial advisor at PNC Wealth Management with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously with Wells Fargo Clearing, Wells Fargo Bank, N.A., and WELLS FARGO Advisors, LLC. Outside of his advisory work, he owns an e-commerce business on eBay. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary online model account available to select PNC Bank employees. The firm uses algorithmic questionnaires for risk assessment and implements investments primarily via mutual funds and ETFs with annual rebalancing.

Thomas Wilson is a financial advisor at Kestra Advisory with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Sagepoint Financial, VOYA Financial Advisors, and operated his own insurance agency for 37 years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers fiduciary consulting, plan design, and access to multiple management platforms and third-party solutions.

Jeffrey Le Fave is a financial advisor at Edward Jones in Green Valley, AZ, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large nationwide network of advisors and branches, as well as its affiliated capabilities beyond advisory services.

Luis Gil is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at J.P. Morgan Securities since 2022 and previously spent seven years with JP Morgan Chase Bank NA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm’s Institutional Consulting Services program focuses on non-discretionary advice, incorporating an ESG eligibility framework and offering access to a broad range of products through its affiliation with the larger J.P. Morgan organization.

Joshua Medina is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMORGAN Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory services supported by an in-house due diligence and ESG eligibility process.

Shawn Noe is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. He previously worked at Western International Securities, Inc. for 18 years before joining LPL Financial in 2025. In addition to his advisory role, Noe is also involved as an agent in health, life, and variable insurance. 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 wide range of financial planning and investment management services, leveraging both proprietary research and third-party strategies.

Marianne Udall is a financial advisor with Edward Jones in Green Valley, AZ, holding a Series 66 designation and with 14 years of experience at the firm since 2012. 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 through a nationwide network of about 23,701 advisors and offers a range of investment services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient solutions under a fiduciary standard.

Sheri Davidson is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has worked at Morgan Stanley since 2008, including its predecessor firm, as well as UBS Financial Services from 1997 to 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients. The firm’s financial planning process uses structured discovery and approved planning tools, serving clients with tailored financial and estate planning strategies.

Thomas Trecker is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and also serves as president of Harbor Financial Associates. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using a range of portfolio management and model-based solutions.

Jerald Gunn is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has been affiliated with Cetera Advisors LLC since 2013. Outside of his advisory role, he owns and operates Gunn Financial, a financial services DBA. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a wide range of portfolio management and financial planning services through a diverse multi-manager platform.

James Hannigan is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. His prior roles include positions at OSAIC, Focus Financial Network, and Securian Financial Services. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a variety of investment strategies and advisor support tools.

John Soukup is a financial advisor with LPL Financial in Green Valley, AZ. He holds the CFP® and ChFC® designations and has 35 years of industry experience. He worked at LPL Financial and its predecessor firm from 2006 to 2023, took a two-year retirement, and rejoined LPL in 2025. Soukup also manages a non-investment business entity, Soukup Financial Holdings, LLC. 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 services, including financial planning, model portfolios, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Arnold Fimbres is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2013, including time at JP Morgan Chase Bank, N.A. prior to his current role. J.P. Morgan Securities LLC 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 combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Eric Pudlo is a CFP® professional with 17 years of industry experience, currently serving at Edward Jones since 2009. Based in Green Valley, AZ, he holds the Series 66 designation. 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 and investment strategies, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Aaron Gaecke is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 credentials. Prior to his current role, he worked at Wells Fargo Clearing and Wells Fargo Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Mauseth is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Bell Wealth Advisors. He is also the owner and CEO of Mauseth Financial Services, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary advice supported by risk profiling and analytical modeling, and it maintains specialized programs such as municipal advisory services and employer SIMPLE IRA consulting.

Charissa Ballesteros is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at Bank of America, Merrill, Primerica Financial Services, and PFS Investments Inc. She also worked briefly at the Pima County Juvenile Court and Pub 1922. 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 investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jennifer Trosper is a financial advisor with Edward Jones in Green Valley, AZ, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, she was involved with Haven Golf LLC and Over Par Company, where she worked for seven and twelve years, respectively. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individual and institutional investors. The firm offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large network of advisors and branch offices nationwide.