David Furmanski is a financial advisor with Meridian Wealth Management, LLC in Tucson, AZ, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Bank of America, Merrill, and UBS Financial Services. Outside of advising, he is a 50% owner of Empire Pizza and manages a real estate rental business through Define Properties, LLC. Meridian Wealth Management serves individual and high-net-worth clients, pension plans, charitable organizations, and corporate clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services. The firm uses tailored investment strategies involving equities, ETFs, mutual funds, fixed income, and alternative investments, supported by ongoing portfolio monitoring and periodic reviews.

Jake Blumenthal is a financial advisor at Meridian Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and has worked at Meridian since 2022. Outside of his advisory role, he contributes market and economy articles to Seeking Alpha independently of Meridian Wealth Management. Meridian Wealth Management, LLC is an SEC-registered firm serving individual and high-net-worth clients, pension plans, charitable organizations, and businesses. The firm offers customized portfolio management, financial planning, and retirement-plan services, utilizing a range of investment vehicles and conducting regular portfolio reviews.

Bruce Ward Jr is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Meridian Wealth Management, LLC since 2023. His prior experience includes six years at United Capital Financial Advisers and over a decade at The Vanguard Group, INC. He is the sole owner of Desert Sky Wealth Partners, LLC, a non-investment-related entity created for tax purposes. Meridian Wealth Management, LLC is an SEC-registered advisory firm that serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, using a tailored investment approach that incorporates equities, ETFs, mutual funds, fixed income, and alternative investments.

Ruben Fernandez is a financial advisor with Meridian Wealth Management, LLC in Tucson, AZ, holding Series 63, 65, and 66 credentials and over 55 years of industry experience. He joined Meridian in 2020 after 14 years with Greenberg Financial Group. Fernandez is a managing member of a subsidiary holding company associated with Meridian Wealth Management. Meridian Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, financial planning, and retirement-plan services, primarily managing client accounts on a discretionary basis with a tailored, IPS-driven approach using a range of investment strategies.

Sergio Ortiz is a financial advisor at Meridian Wealth Management, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs Personal Financial Management, Northwestern Mutual Wealth Management Company, and Tyler Chatham. Ortiz’s background also includes roles in the defense industry at Northrop Grumman and Raytheon Missile Systems. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by offering discretionary portfolio management, financial planning, and retirement-plan services. The firm provides tailored, IPS-driven advice and manages most client relationships on a discretionary basis using a diversified range of investment strategies.

Shawn Best is a CFP® professional with eight years of industry experience, currently serving as an advisor at Meridian Wealth Management, LLC since 2023. His prior roles include positions at Tci Wealth Advisors, Inc., Goldman Sachs, and Stoker Ostler Wealth Advisers. He is the sole owner of Desert Sky Wealth Partners, LLC, a non-investment-related business entity. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, and retirement-plan services using a range of investment vehicles and employs a network model that includes both employee and independent contractor advisors.

Natalie Fernandez is a financial advisor at Meridian Wealth Management, LLC with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Meridian Wealth Management since 2020, following a 13-year tenure at Greenberg Financial Group. Fernandez is also a managing member of NFR Holdings, LLC, a part owner of Meridian Wealth Management West, LLC. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing discretionary portfolio management, financial planning, and retirement-plan services. The firm emphasizes IPS-driven, tailored advice and predominantly manages client relationships on a discretionary basis using a variety of investment strategies.