Gautham Jain

Wendy Hobbs is a financial advisor with LPL Financial in Tucson, AZ, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. She has operated Hobbs Advisory Services since 2009 and has been with LPL Financial since 2004. Outside of her advisory roles, she is a notary public for the State of Arizona. 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 range of financial planning, model-portfolio advisory, and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Timothy Schott is a financial advisor at Aton Advisors, LLC with 23 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Aton Advisors since 2010. Aton Advisors provides personalized, fee-only financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach emphasizes strategic asset allocation using factor-based and passively managed index funds and ETFs, global diversification, and client-specific investment policy statements.

Michael Miller is the sole advisor at R.B. Financial Group, an independent advisory firm based in Marana, AZ. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Miller has been with R.B. Financial Group since 2005. R.B. Financial Group is a fee-only, independent sole proprietorship that provides discretionary portfolio management primarily for individual, corporate, trust, and retirement accounts. The firm focuses on fixed-income investors, employs a value-oriented approach to equity selection, and emphasizes dividend-paying equities and investment-grade bonds, with accounts reviewed monthly and managed on a discretionary basis.

Darla East is the sole advisor at D Squared Capital Management, LLC, an independent firm based in Oro Valley, AZ. She holds a Series 65 designation and has 21 years of industry experience, including 16 years managing portfolios at D Squared Capital Management. The firm provides discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, and business entities, offering both wrap fee and non-wrap advisory programs. Its investment approach combines fundamental, technical, charting, and cyclical analysis, utilizing a range of strategies including active trading, option-based positions, and margin use.

John Gareau is the sole advisor at Jaguar Investment Services, Ltd., an independent firm based in Marana, Arizona. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Gareau has been with Jaguar Investment Services since 1987. Jaguar Investment Services provides investment supervisory services and individualized portfolio management to a small client base that includes individuals, trusts, estates, and corporate clients. The firm emphasizes continuous, discretionary management primarily using no-load mutual funds and exchange-traded funds, tailoring portfolios to clients' objectives, risk tolerance, and liquidity needs.

Cody Peck is a financial advisor at Mahogany Financial Strategies LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services and Iliad Wealth Solutions. Outside of his advisory work, he serves as a board member for Sands Club, a private business club, and as treasurer of Reach for the Stars, a nonprofit focused on youth mental health and STEM education. He is also a partner in Network Outdoors, LLC, a company that supports networking for outdoorsmen. Mahogany Financial Strategies provides investment management and retirement-plan consulting primarily for qualified retirement plans and institutional clients. The firm offers tailored investment programs and serves in both limited-scope 3(21) fiduciary and discretionary 3(38) investment manager roles, combining pension consulting with direct advisory services at a small, recently established scale.