Sara Wright

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 19 years of industry experience. He has held his current position since 2017 and previously worked at Greenberg Financial Group. Outside of advising, he serves as a director of strategic development and board member for CorporateCARE Solution, Inc., a company providing backup child and adult care benefits for employers. GuideSource Capital Management offers discretionary portfolio management to individual and high-net-worth clients, utilizing a range of analytical techniques and investment strategies across multiple asset classes. The firm manages a concentrated client base with accounts held at Schwab Institutional.

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.