Deborah Stouffer is a financial advisor with Eversource Wealth Advisors, LLC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Raymond James Financial Services and W. F. Stevens Financial Advisors, where she also serves as Office Manager. Eversource Wealth Advisors provides wealth management, financial planning, portfolio management, and retirement-plan services to individual, high-net-worth, and institutional clients. The firm offers multiple investment programs and values-based portfolio options informed by a Judeo-Christian framework, while also serving other RIAs and nonstandard institutional clients.

William Stevens is a financial advisor with EverSource Wealth Advisors, LLC, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. for 14 years. 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 individual and high-net-worth investors, as well as institutional and advisory clients, providing wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of investment advisor representatives offering multiple investment programs and provides services to other RIAs and nonstandard institutional clients.

Joseph Schmidt is a CFP® professional with four years of industry experience, currently serving as a financial planner at EverSource Wealth Advisors, LLC and WF Stevens Financial Advisors, LLC. He also works part-time as a paraplanner at HSC Wealth Advisors and is an adjunct instructor at Liberty University, where he teaches online business courses. Additionally, he founded Sunrise Personal Finance, a student loan consulting business. EverSource Wealth Advisors serves individual and high-net-worth investors as well as institutional clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of advisors delivering multiple investment programs and incorporates values-based portfolio options informed by a Judeo-Christian framework.

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 financial advisor at Commonwealth Financial Network with 36 years of industry experience. He holds the CFP® and CFA® designations as well as the Series 63 license. Prior to his current role, he worked at Commonwealth Financial Network from 2004 to 2025. Outside of advising, he also serves as an expert witness in financial matters. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers operational and technology support while allowing advisors discretion in portfolio construction, supported by in-house investment management and research teams.

Robert Brown is a CFA® charterholder with 12 years of industry experience. He is affiliated with Integrated Wealth Concepts LLC and has worked there since 2017, having previously been with United Capital Financial Advisers LLC from 2013 to 2017. Brown also serves as a consultant and team leader at JULEX. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, families, trusts, businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services, managing approximately $16 billion in client assets through a network of 452 advisors.

Marco Monroy is a financial advisor with PNC Wealth Management in Green Valley, AZ, holding Series 63 and Series 66 licenses and 18 years of industry experience. Prior to joining PNC in 2024, he worked at Wells Fargo Clearing and Wells Fargo Bank from 2016 to 2024. Outside of his advisory role, he owns an e-commerce business on eBay. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithmic risk assessment and approved model strategies managed by PNC or third parties to implement investments primarily in mutual funds and ETFs.

David Bearden Sr. is a financial advisor with Eagle Strategies (NY Life) and holds Series 63, 65, and 66 licenses. He has 32 years of industry experience and has been with Eagle Strategies since 2021, also maintaining roles with NYLife Securities LLC and New York Life Insurance Company since 2010. Bearden is appointed with outside insurance carriers for brokering non-registered insurance products. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

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 at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Chase Bank NA and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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 at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has worked at Western International Securities, Inc. since 2007 before joining LPL Financial in 2025. Outside of his advisory role, he is also involved as an agent in health, life, and variable insurance. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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 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 advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and broad market resources.

Jerald Gunn is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cetera Advisors LLC since 2013. Outside of his advisory role, he is the owner of Gunn Financial, a financial services business. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.

James Hannigan is a financial advisor at LPL Financial with 40 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at OSAIC, Focus Financial Network, Inc., Securian Financial Services, and Minnesota Life Insurance Company. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

John Soukup is a CFP® and ChFC® with 35 years of experience in the financial industry. He has been with LPL Financial since 2006, including its predecessor firm, with a brief retirement from 2023 to 2025. Soukup also manages SOUKUP FINANCIAL HOLDINGS, LLC, a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.

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.

John Rinehart is a financial advisor with Edward Jones in Green Valley, AZ, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Aaron Gaecke is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Wells Fargo Clearing, and Wells Fargo Bank. His career also includes roles in retail and logistics sectors. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by integration with Bank of America affiliates and a broad capital markets platform.

Michael Mauseth is a financial advisor with Raymond James Financial, holding a Series 66 designation and 16 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, a financial advisory support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities. The firm offers financial planning and non-discretionary investment consulting supported by firm research and outside managers, with a significant portion of its advisory business conducted on a non-discretionary basis.

Charissa Ballesteros is a financial advisor with Edward Jones in Green Valley, AZ, 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. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Jennifer Trosper is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2019. She has six years of industry experience and previously held roles at Haven Golf LLC and Over Par Company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.