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.

Theresa Morrison is a CFP® professional with nine years of industry experience. She is currently a financial advisor at Beckett Collective and 6|21 Private Wealth, with prior roles at Fortress Investment Advisors and Blend Financial. Outside of her advisory work, she serves as COO and advisor for BlockSpaces, Inc., a fintech company focused on bitcoin software. Beckett Collective is a fee-only registered investment adviser serving individuals, high-net-worth clients, business owners, retirement plan sponsors, family offices, and charitable endowments. The firm emphasizes portfolio construction based on Modern and Post-Modern Portfolio Theory, employing low-cost ETFs, index funds, selective individual securities, and alternative investments within a disciplined, tax-aware framework.

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.

Darla East is a financial advisor at D Squared Capital Management, LLC, an independent firm based in Oro Valley, AZ. She holds a Series 65 designation and has 22 years of industry experience, including 16 years at her current firm. D Squared Capital Management provides discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages portfolios using a mix of fundamental, technical, charting, and cyclical analysis, offering both wrap fee and non-wrap advisory arrangements, and employs a range of strategies including active trading, option-based stock replacements, and limited short-sale transactions.

Luis Rivera Hopkins is the sole advisor at RIHO Partners, LLC, an independent firm based in Tucson, Arizona. He holds Series 63 and Series 65 licenses and has eight years of industry experience, including two years as a private investor prior to founding RIHO Partners in 2017. RIHO Partners provides discretionary portfolio management services primarily to high-net-worth individuals and corporate clients, including a significant number of non-U.S. relationships. The firm employs a fundamental analysis approach with a multi-year horizon, utilizing a concentrated portfolio strategy and a broad range of investment tools such as foreign securities, derivatives, and short sales.

John Gareau is the sole advisor at Jaguar Investment Services, Ltd., an independent firm based in Marana, Arizona. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Gareau has been with Jaguar Investment Services since 1987. Jaguar Investment Services provides investment supervisory services and individualized portfolio management to a small client base that includes individuals, trusts, estates, and corporate clients. The firm emphasizes continuous, discretionary management primarily using no-load mutual funds and exchange-traded funds, tailoring portfolios to clients' objectives, risk tolerance, and liquidity needs.

Jeffrey Adam is the sole advisor at Adam Advisory, an independent registered investment adviser. He holds a Series 65 credential and has one year of experience in the financial advisory industry. Prior to founding Adam Advisory in 2026, he held various roles at Intuit from 2016 to 2021 and was involved with Bet and Win Academy LLC from 2023 to 2026. Adam Advisory offers fee-only wealth management and standalone portfolio management services for individuals and high-net-worth clients. The firm emphasizes asset allocation and modern portfolio theory, utilizing both passive and active investment vehicles with discretionary account management and quarterly reviews.

I’m a flat fee-only fiduciary who blends financial planning and tax expertise into one streamlined, all-in-one system that supports every part of your financial life. I handle the implementation and maintenance of your plan so you’re not left doing the heavy lifting—and because I don’t sell anything, the advice is always completely unbiased. Clients come to me with any question, big or small, knowing I’ll meet them where they are, explain things clearly, and offer practical, judgment-free guidance. And when couples need clarity or alignment, I help translate complex choices into simple, realistic terms so decisions feel shared, intentional, and confident.

Armida Garaygordobil is the sole advisor at Ag Global Advisors LLC, an independent firm based in Tucson, AZ. She holds Series 63 and Series 65 designations and has 24 years of industry experience. She has led Ag Global Advisors since 2010. Ag Global Advisors provides tailored investment advisory and portfolio management services primarily to individual and institutional clients with multi‑million dollar investable assets. The firm serves a diverse client base including non‑U.S. residents, sovereign wealth funds, and various institutional entities, offering customized, non‑discretionary management without taking custody of client assets.

David Cook is a financial advisor with Factor Investment Solutions, LLC in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Strategy Asset Managers, LLC and has been with Factor Investment Solutions since 2012. Outside of his advisory role, Cook is licensed as an independent insurance agent. Factor Investment Solutions serves individuals, trusts, estates, charitable organizations, corporations, and other business entities by recommending and referring clients to third-party investment advisers, assisting with onboarding and client communications. The firm does not manage assets directly but focuses on aligning client objectives with suitable third-party advisers through a referral-based model.

Phillip Kaiser is a CFP®, CFA®, and Series 65 credentialed financial advisor with 10 years of industry experience. He is the sole advisor at PK Quantitative Investing, LLC, an independent firm he has led since 2021. Prior to founding his firm, he worked at Raskob Kambourian Financial Advisors, Ltd. for several years. PK Quantitative Investing, LLC provides ongoing portfolio management and investment planning primarily for individual and high-net-worth clients. The firm employs a core-and-satellite investment approach combining passive index funds with actively selected funds, equities, bonds, and options strategies, managing client portfolios with discretionary authority.

Georgia Rallis is a financial advisor at Northrock Investments, PLLC with 15 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Kestra Financial, Bank of America, and Merrill Lynch. Northrock Investments, PLLC is an independent, state-registered investment adviser serving individual and high-net-worth clients with portfolio management and financial planning services. The firm provides tailored advice using various strategies across asset classes and does not impose a minimum account size.

Lorenzo Campuzano is a financial advisor with Advisor Services, Inc. in Tucson, AZ, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Advisor Services since 1991. Advisor Services, Inc. provides investment advisory and financial planning services to individuals, retirement accounts, trusts, estates, profit-sharing plans, and corporations. The firm follows a structured asset management process based on modern portfolio theory, offering personalized investment policy statements, manager selection, and portfolio oversight, with implementation and custody arranged through institutional custodians.

Benjamin Goldberg is the principal of Enlightened Advisors Wealth Management LLC in Tucson, AZ, holding Series 65 and Series 66 licenses with 19 years of industry experience. He previously worked at H.D. Vest Advisory Services and H.D. Vest Investment Services from 2009 to 2017 and has owned Q&A Insurance Agency since 2015. Goldberg also owns Enlightened Advisors LLC, the entity he uses to conduct insurance business. Enlightened Advisors Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $8.35 million across about 42 relationships. The firm develops customized Investment Policy Statements and implements portfolios using a range of investment products, operating primarily on a non-discretionary basis and requiring explicit client approval for trades.

Daniel Jewell is the principal and sole advisor at Jewell Wealth Management Inc. in Tucson, AZ, holding Series 63 and Series 65 licenses with 11 years of industry experience. He previously worked at Horter Investment Management, LLC, and also owns Jewell Financial & Insurance Solutions Inc., where he is involved in insurance sales. Jewell Wealth Management is an independent, single-advisor firm providing discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and modern portfolio theory analyses, utilizing model-based portfolios managed in-house or by third-party sub-advisers.

Anil Potharaju is the principal of SaveVest, LLC, an independent financial advisory firm. He holds a Series 65 designation and has 10 years of industry experience. Potharaju maintains a full-time medical and academic role as an associate professor, physician, and medical director at Banner Health, and he also owns Cognisnap LLC, a business providing educational information. SaveVest, LLC offers discretionary portfolio management, financial planning, and advisory consulting to individuals and employer-sponsored retirement plans. The firm employs a combination of modern portfolio theory, fundamental analysis, and long-term purchase strategies, with an emphasis on mutual funds, ETFs, and selective use of derivatives, including complex options strategies in client accounts.