Theresa Morrison

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.

Hi there! I’m Scott, and I help young professionals build wealth wisely while still enjoying their life and their lattes. No, you do not need to give up your $7 coffee drink to be able to retire! In my work with clients, I help answer the following questions (and more): • How much do I need to save to be financially independent (ie, retired)? • Do I have the right investments? • How do I prioritize all the financial things I have going on? • What should I select for my 401K investments? • What do I need to do to create a proper Estate Plan? • Am I taking full advantage of my employee benefits? • Is there anything I can do to lower my taxes, now or in the future? • Will my family be okay if something terrible happens to me? • Is my emergency fund adequate? • Is my spending aligned with my goals? You can read more about my services here: https://forthrightfinances.com/wealth-builder/ One last, quick note: Unlike 99% of financial advisory firms, I do not have account minimums, nor do I charge so much that you need to have a 6 figure income to afford my fee. My services are intentionally designed so that anyone, regardless of their assets or income, can get honest, straightforward, and comprehensive financial advice. Even if you're starting with $0.

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.