Bradley Singer is the sole advisor at Vail Financial Advisors and holds the CFA® designation along with Series 65 and Series 66 licenses. He has 15 years of industry experience, including eight years at Financial Engines Advisors L.L.C. prior to founding Vail Financial Advisors. Vail Financial Advisors provides discretionary investment management and financial planning services for individuals, high-net-worth clients, trusts, and estates. The firm employs a combination of fundamental and technical analysis to create customized portfolios using mutual funds, ETFs, and individual securities, focusing primarily on long-term strategies with periodic rebalancing.

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.

Jonathan Gardner Jr. is a financial advisor at Blueprint Financial Advisors with seven years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Blueprint, he worked at Diamond Wealth Management and Skye Wealth Management. Gardner serves as PTA president for Cedar Ridge, a volunteer role in which he delegates activities to board members. Blueprint Financial Advisors is a multi-advisor firm managing approximately $1.4 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities, utilizing a proprietary strategic-and-tactical investment framework across diversified asset classes.

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 at Eversource Wealth Advisors, LLC with four years of industry experience. He also serves as a paraplanner at HSC Wealth Advisors and a financial planner at WF Stevens Financial Advisors. Schmidt teaches online business courses as an adjunct instructor at Liberty University and founded Sunrise Personal Finance, a student loan consulting business. Eversource Wealth Advisors serves individual and institutional clients, including families, trusts, and charitable foundations, providing wealth management, financial planning, investment advisory, and consulting services through a national network of investment advisor representatives. The firm uses multiple investment programs and conducts due diligence on private market funds, offering a range of portfolio management and values-based strategies.

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 with PNC Wealth Management in Green Valley, AZ, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior experience includes eight years at Wells Fargo Clearing, Wells Fargo Bank, N.A., and WELLS FARGO Advisors, LLC. Outside of advising, he owns an e-commerce business on eBay. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an online discretionary model account available by invitation to employees with existing PNC Bank online credentials. The firm uses approved model strategies executed with mutual funds and ETFs, supported by algorithmic risk assessments and annual rebalancing.

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.

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.

Karen Stewart is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at J.P. Morgan Securities since 2018 and previously at J.P. Morgan Chase Bank. Outside of finance, she is involved in Stewart Telecommunications Co., LLC, where she performs light bookkeeping and serves as a signer. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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.

Alexa Letarte is a financial advisor with Edward Jones in Tucson, AZ, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, she worked in hospitality roles at Hilton Tucson East, Westin La Paloma, and El Conquistador Tucson. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Fabian Aviles is a financial advisor at Edward Jones in Tucson, AZ, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Merrill and Bank of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Shawn Noe is a financial advisor with LPL Financial in Sahuarita, AZ. He holds a Series 66 designation and has 20 years of industry experience, including a long tenure at Western International Securities, Inc. He is also involved in health, life, and variable insurance as an agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jesse Tyler is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, he worked at Intuit Inc. for 12 years. Outside of his advisory role, he owns and manages an Airbnb rental business in Tucson, AZ. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

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.

Britney Shockley is a Series 66-licensed financial advisor with Edward Jones in Tucson, AZ, where she has worked since 2015. She has 11 years of industry experience. Outside of her advisory role, she serves as a caregiver for her father, a 100% disabled veteran. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sheri Davidson is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to both individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and offers financial planning guided by structured discovery and firm-approved tools.

Thomas Trecker is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and having 36 years of industry experience. He has worked with Cambridge Investment Research and its affiliated entities since 2004. Outside of his advisory role, he serves as president of Harbor Financial Associates. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, employing a variety of strategies and platform arrangements tailored to client needs.

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 at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at OSAIC, Focus Financial Network, Securian Financial Services, and Minnesota Life Insurance Company. 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 range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

John Soukup is a CFP® and ChFC® with 35 years of industry experience. He has been with LPL Financial since 2006, with a two-year retirement period between 2023 and 2025. In addition to his advisory role, he is involved with SOUKUP FINANCIAL HOLDINGS, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research and a national network of investment adviser representatives.

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 Series 66 and Series 63 licenses and five years of industry experience. His work history includes positions at Bank of America, Wells Fargo Clearing, and Wells Fargo Bank. 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

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 at Edward Jones in Green Valley, AZ, with six years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Bank of America, Merrill, Primerica Financial Services, and PFS Investments Inc. Prior to her financial services career, she was employed at Pima County Juvenile Court. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national presence with over 23,000 financial advisors and 15,000 branch offices.

Nancy Letarte is a financial advisor with Edward Jones in Tucson, AZ, holding the Series 66 designation and with 15 years of industry experience. She has been with Edward Jones since 2010. 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 strategies supported by a large nationwide network of 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.