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.

Jonathan Gardner is a financial advisor with Diamond Wealth Management, LLC in Tucson, AZ, holding Series 65 and Series 66 licenses and seven years of industry experience. Prior to joining Diamond Wealth Management in 2018, he worked at Raytheon and the University of Arizona. Outside of his advisory role, he serves as PTA president for Cedar Ridge, delegating activities to board members. Diamond Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities with discretionary portfolio management and advisory services. The firm employs fundamental, technical, and cyclical analysis to manage client portfolios and actively advises private placement funds focused on lower- and middle-market investments.

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.

Kyle Jones is a financial advisor at Creative Planning with a Series 65 credential and five years of industry experience. He previously worked at Fisher Investments for six years and has a background that includes roles at Airrosti and the Chiropractic Auto Injury Clinic. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and long-term strategies, supplemented by specialized equity, bond, and private market investments.

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.

Karen Stewart is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 23 years of industry experience. She has worked at J.P. Morgan Securities since 2021 and previously held roles at J.P. Morgan Chase Bank, BBVA Securities Inc, and Compass Bank. Outside of her advisory role, she is involved in a telecommunications business owned by her family, where she performs light bookkeeping and signing duties. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Alexa Letarte is a financial advisor at Edward Jones in Tucson, AZ, holding a Series 66 credential with five years of industry experience. Prior to joining Edward Jones in 2020, she worked in hospitality roles at several Tucson-area Hilton properties from 2010 to 2020. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Fabian Aviles is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. He previously worked at Merrill and Bank of America, N.A., among other firms. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Jesse Tyler is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. Prior to joining Merrill and Bank of America in 2024, he worked at Intuit Inc. from 2012 to 2024. Outside of his advisory role, he owns and manages an Airbnb rental business in Tucson, AZ. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage services. The firm integrates investment management through multiple strategy types and emphasizes tax-efficient services, supported by its affiliation with Bank of America and its capital-markets platform.

Britney Shockley is a financial advisor at Edward Jones in Tucson, AZ, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as a VA caregiver for her father, who is 100% disabled. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

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.

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.

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.