Adam Amante is a Series 65-licensed financial advisor with Fortress Financial Solutions, LLC, where he has worked since 2007. He has 18 years of industry experience and is also involved in business and consulting through Fortress Consulting, LLC, and non-variable life insurance and fixed annuities through Fortress Insurance Brokerage, LLC. Additionally, Mr. Amante provides notary services to clients at no charge. Fortress Financial Solutions, LLC is a fee-only, SEC-registered advisory firm serving individuals, business owners, retirement plans, trusts, estates, and charitable organizations. The firm uses an investment process guided by an in-house Investment Committee, offering a range of portfolio strategies including long-term buy-and-hold and selective impact/ESG investing.

Christy Knotz is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Fortress Financial Solutions, LLC. Her prior experience includes roles at LPL Financial, American Family Insurance, The Vanguard Group, Inc., and Charles Schwab. In addition to her advisory work, she provides non-investment services through business consulting, life insurance brokerage, and notary services. Fortress Financial Solutions, LLC is a fee-only, SEC-registered advisory firm that serves a range of clients including high-net-worth individuals, business owners, and charitable organizations. The firm employs a multi-faceted investment process incorporating charting, fundamental and technical analysis, and offers discretionary and non-discretionary portfolio management alongside specialized consulting services.

Empathy. Empowerment. Collaboration. Financial planning is about so much more than just the numbers on a spreadsheet--it's about the life you want to lead and the values you hold dear. At MarGo Financial, I specialize in working with women in their 40s, 50s, and 60s who are navigating the complex emotional and financial landscape of being divorced or widowed. Whether you are finding your footing after a long marriage or managing a new chapter of independence, I am here to ensure you feel heard, understood, and empowered. A People-First Approach Before entering the financial world, I spent decades in "people" professions, including a career in training and development. That experience taught me that the most important part of any plan is the person behind it. My process begins by listening to your story and understanding what matters most to you. We talk about your goals and your concerns before we ever touch the numbers. My mission is to translate complex financial concepts into clear, actionable steps that give you confidence in your future. Your Partner in Transition Navigating life transitions requires more than just investment management; it requires a partner who can help you see the big picture. From retirement planning to managing newfound assets, I provide a collaborative environment where you can ask questions and take control of your financial life. About Marie Based in Tucson, Arizona, I founded MarGo Financial to serve Gen X women seeking a more personal, empathetic advisory relationship. I love art, dogs and good Southern Arizona Mexican food. When I’m not helping clients become more confident and secure in their financial future, I enjoy yoga, museums, dance, theater, and hanging out with friends and family.

James Campbell is a financial advisor at Fortress Financial Solutions, LLC with five years of industry experience. He holds the Series 65 designation and has been associated with Fortress Financial Solutions and Campbell & Company Financial LLC since 2020. Outside of advising, Mr. Campbell is a helicopter pilot for Air Methods Corporation and works as a real estate agent with Realty Executives Tucson Elite. Fortress Financial Solutions, LLC is a fee-only, SEC-registered advisory firm serving individuals, business owners, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm employs an in-house Investment Committee to develop investment selection lists and model portfolios using charting, fundamental, and technical analysis, offering both discretionary and non-discretionary services.

Jacob Anderson is a financial advisor at Fortress Financial Solutions, LLC in Tucson, AZ, holding a Series 65 designation. He has worked in the financial services industry since 2023, including roles at Anderson Pacific, LLC and as a sole proprietor. Prior to his financial advisory roles, he held positions in various sectors such as education and retail. Fortress Financial Solutions, LLC is a fee-only, SEC-registered advisory firm serving individuals across wealth levels, business owners, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a disciplined investment process managed by an in-house committee, offering strategies that include fundamental analysis, technical analysis, and impact/ESG investing.

Kenneth Nesler is a CFP® with 25 years of industry experience and has been with Fortress Financial Solutions, LLC since 2016. He holds the Series 65 designation and is based in Tucson, AZ. Fortress Financial Solutions, LLC is a fee-only, SEC-registered advisory firm serving individuals, business owners, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm’s investment process combines charting, fundamental, and technical analysis to build model portfolios and offers services ranging from discretionary investment management to stand-alone financial planning and consulting.