ADVISOR BIO

Cassandra Leyva is a financial professional registered with J.p. Morgan Securities LLC. Cassandra is a Series 63, Series 6TO, and SIE licensed professional. Cassandra has been in the financial industry for less than a year. Cassandra's primary branch office is located in Tucson, AZ. Cassandra's firm, J.p. Morgan Securities LLC, is a large financial firm with assets under management of over $50 billion and a network of over 7,000 financial professionals.

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ADVISOR BIO

Cecilia Nunez is a financial advisor with over 20 years of experience in the industry. Cecilia is currently registered with J.P. Morgan Securities LLC and has been with the firm since 2012. Previously, Cecilia worked for Chase Investment Services Corp. and BANC One Securities Corporation. Cecilia holds Series 6, Series 63 and SIE licenses and specializes in financial planning, portfolio management, and selection of other advisors.

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ADVISOR BIO

Cesar Emiliano Castelo campillo is a financial advisor with Morgan Stanley and has been in the industry since June 2020. Cesar holds a Series 66 and Series 7TO license and is registered in Arizona, Texas and other states. Cesar focuses on providing asset allocation advice, financial planning, pension consulting, educational seminars and selection of other advisors.

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ADVISOR BIO

Cesar Castelo is a financial advisor in Tucson, Arizona. Cesar has been in the financial services industry since October 1993. Cesar is currently registered with Morgan Stanley and has been with the firm since November 2013. Cesar is also a registered representative with the firm and has been licensed in Texas since March 2020. Prior to joining Morgan Stanley, Cesar worked for J.P. Morgan Securities LLC, Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, WELLS FARGO INVESTMENTS, LLC, UNION CAPITAL COMPANY, SALOMON SMITH BARNEY INC., W.B. MCKEE SECURITIES, INC., PAINEWEBBER INCORPORATED, and FIRST AFFILIATED SECURITIES, INC.

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Chad Horton is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Chad has been in the industry since 2000 and has a current registration with the state of California. Chad is registered to provide investment advice in 31 states. Chad is a registered representative of Merrill Lynch and has been with the firm since 2000.

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ADVISOR BIO

Chad Quinn Porzig is a financial advisor at Cetera Investment Advisers LLC, a firm with over 100 billion dollars in regulatory assets under management. Chad has been in the financial services industry since 2006 and has a broad range of experience working with clients across various stages of life. He holds Series 6, Series 63, and Series 65 licenses. Chad helps individuals and families create financial plans, develop investment strategies, and achieve their financial goals. He also has experience working with businesses and organizations.

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ADVISOR BIO

Chad Winn is an investment advisor representative with LPL Financial LLC in TUCSON, AZ. Chad has been working in the financial services industry since February 13, 1994. Chad's previous employers include WADDELL & REED, WELLS FARGO ADVISORS, LLC, and H&R BLOCK FINANCIAL ADVISORS, INC. Chad has a wide range of experience in the financial services industry and is well-equipped to help individuals and businesses meet their financial goals.

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ADVISOR BIO

Chad Markham is a financial advisor with J.P. Morgan Securities LLC. Chad has been working in the financial industry since 2004, and has experience in both investment advisory and brokerage services. Chad is licensed in Arizona, California, Pennsylvania and Texas. Chad has been with J.P. Morgan Securities LLC since October 2012. Before joining J.P. Morgan Securities LLC, Chad worked for Chase Investment Services Corp. and CRI Securities, LLC.

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ADVISOR BIO

Charles Putney is a financial professional with over 50 years of experience in the industry. Charles has a wide range of experience in financial services, having worked with various firms, including UBS Financial Services Inc. and RBC Capital Markets, LLC. His expertise spans multiple areas, including general securities, options, and municipal securities. Charles currently holds Series 4, 7, 9, 10, 12, 15, 24, 53, 63 and 66 licenses, reflecting a broad base of knowledge and experience. Charles has also served on the Board of Directors of the James F & Marion L Miller Foundation, showcasing a commitment to philanthropic endeavors. Charles currently works with RBC Capital Markets, LLC, and is registered in Arizona, Oregon, and Texas.

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ADVISOR BIO

Charles Richard Dunn is an Investment Advisor Representative. Charles has been in the financial services industry for over 30 years and holds a Series 7, 31, 63, 65 and SIE licenses. Charles is currently registered with Cetera Investment Advisers LLC in Arizona and Texas. Charles has previously been registered with First Allied Securities, Inc. and RBC Capital Markets, LLC. Charles is a member of the Order of Malta Western Association, USA. He is also a board member of Kino Border Initiative and St. Francis Shelter. Charles is the Executive Director of the Tucson Hope Factory and the Finance Chair of the Sacred Heart Church. Charles specializes in Financial Planning, Pension Consulting, Educational Seminars, Portfolio Management for Individuals and Portfolio Management for Businesses.

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