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.

David Oase is the sole advisor at Clout Inc. Advisors in Tucson, AZ, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has operated Oase Financial Services, LLC since 2006 and has been running David Oase CPA PC, a CPA and tax preparation business, since 1992. Outside of financial advising, he owns multiple aviation-related businesses that lease hangars to airplane owners at Ryan Field near Tucson. Clout Inc. Advisors provides investment advisory services to individuals, trusts, estates, business entities, and profit-sharing plans, managing approximately $8 million for about 60 clients. The firm employs a bottom-up value investment approach with discretionary portfolio management, financial planning, and business consultations.

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.

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.

Marcos Madril is a financial advisor with Money Concepts Capital Corp in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Nova Financial LLC and Mutual Securities, Inc. Madril is also the sole proprietor of AZ College Planning Specialists and serves as an officer for the Financial Change nonprofit. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and combines model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying both fundamental and technical analysis along with modern portfolio theory.

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.

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.

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.

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.

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.