John Gareau

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.

Nathan Frederico is a financial advisor at Agave Wealth Advisors in Tucson, AZ, holding a Series 65 designation with 14 years of industry experience. He has worked at several firms, including Mayfield Investment Management and Jamestown Wealth Management, and serves as president and sole owner of Mayfield Financial & Estate Protection Services, an insurance agency. Agave Wealth Advisors provides financial planning and investment management to both individual and institutional clients, employing a mix of fundamental, strategic, and technical analysis to guide portfolio construction and oversight. The firm is notable for combining discretionary portfolio management with affiliated insurance services, serving a diverse client base that includes pensions, trusts, and business entities.

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.

Gautham Jain doesn’t just offer financial advice; he engineers financial roadmaps. As President of Jain Wealthonomics, he combines the analytical precision of an engineer with the fiduciary standard of a CFP® professional to help families build, protect, and transition their legacies. Before dedicating himself to financial stewardship, Gautham spent over two decades as a Senior Product Manager at General Motors. There, he managed risk and built multi-year strategic roadmaps for high-stakes, multi-million dollar initiatives. Today, he translates that "Fortune 500 discipline" into personal finance—engineering life roadmaps designed to navigate market volatility and ensure clients reach their destinations with certainty. Gautham believes a robust financial plan must be as efficient as it is effective. With over seven years of specialized experience in Tax Planning, he integrates tax-optimization strategies directly into the planning process, ensuring your wealth isn't eroded by avoidable "leakage." Holding an M.S. in Engineering and an Executive MBA in Finance & Economics, Gautham brings rare intellectual rigor to the table. However, his most important credential is his fiduciary duty: an unwavering commitment to act solely in your best interest. A leader in the Arizona community, Gautham also co-leads financial literacy initiatives for the Financial Planning Association (FPA), driven by the belief that an educated client is an empowered client.