James Alan Merkel

Benjamin Katsel is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at Mariner Wealth Advisors and previously worked at Edward Jones. His background includes roles at the University of Arizona and Towne Park. Mariner Wealth Advisors is a large, multi-advisor firm serving individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $98.6 billion in assets and offers a broad range of services including investment management, financial planning, retirement plan consulting, tax services, and family office administration.

Ricky Kelley is a CFP® with 12 years of industry experience, currently operating RD Kelley Financial Group in Tucson, AZ. Prior to founding his firm in 2018, he worked for six years at Raskob Kambourian Financial Advisors. RD Kelley Financial Group is an independent advisory firm serving individual and high-net-worth clients through discretionary portfolio management and financial planning. The firm employs a fixed-fee and hourly consulting billing model and manages a focused set of investment instruments using a combination of fundamental, quantitative, and technical analysis methods.

John Sturtevant is a financial advisor at GuideSource Capital Management, LLC with 20 years of industry experience. He has been with GuideSource since 2017 and previously worked at Greenberg Financial Group. He serves as a director and board member of CorporateCARE Solution, Inc., a company providing backup child and adult care benefits for employers. GuideSource Capital Management is an independent advisory firm offering discretionary portfolio management to individual and high-net-worth clients. The firm employs a variety of analytical methods and investment strategies across a broad range of asset classes while utilizing Schwab Institutional resources for trading and custody.

Wendy Hobbs is the principal of Hobbs Advisory Services in Tucson, AZ, with 45 years of experience in the financial industry. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2004. She also serves as a Notary Public for the State of Arizona. Hobbs Advisory Services is a state-registered investment adviser that provides financial planning and consulting primarily for individual clients and families. The firm offers hourly, stand-alone planning engagements without managing client assets, focusing on tailored advice related to retirement, tax efficiency, estate planning, insurance, education funding, and cash-flow analysis.

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 is an independent firm providing 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, with global diversification and customized investment policy statements.

Theresa Morrison is a CFP® professional with nine years of industry experience. She is currently a financial advisor at Beckett Collective and 6|21 Private Wealth, with prior roles at Fortress Investment Advisors and Blend Financial. Outside of her advisory work, she serves as COO and advisor for BlockSpaces, Inc., a fintech company focused on bitcoin software. Beckett Collective is a fee-only registered investment adviser serving individuals, high-net-worth clients, business owners, retirement plan sponsors, family offices, and charitable endowments. The firm emphasizes portfolio construction based on Modern and Post-Modern Portfolio Theory, employing low-cost ETFs, index funds, selective individual securities, and alternative investments within a disciplined, tax-aware framework.