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.

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 is an independent firm providing 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, with global diversification and customized 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.

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.

Gautham Jain doesn’t just offer financial advice; he engineers financial roadmaps. As President of Jain Wealthonomics, he combines the analytical precision of an engineer with the fiduciary standard of a CFP® professional to help families build, protect, and transition their legacies. Before dedicating himself to financial stewardship, Gautham spent over two decades as a Senior Product Manager at General Motors. There, he managed risk and built multi-year strategic roadmaps for high-stakes, multi-million dollar initiatives. Today, he translates that "Fortune 500 discipline" into personal finance—engineering life roadmaps designed to navigate market volatility and ensure clients reach their destinations with certainty. Gautham believes a robust financial plan must be as efficient as it is effective. With over seven years of specialized experience in Tax Planning, he integrates tax-optimization strategies directly into the planning process, ensuring your wealth isn't eroded by avoidable "leakage." Holding an M.S. in Engineering and an Executive MBA in Finance & Economics, Gautham brings rare intellectual rigor to the table. However, his most important credential is his fiduciary duty: an unwavering commitment to act solely in your best interest. A leader in the Arizona community, Gautham also co-leads financial literacy initiatives for the Financial Planning Association (FPA), driven by the belief that an educated client is an empowered client.

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.

Cody Peck is a financial advisor at Mahogany Financial Strategies LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services and Iliad Wealth Solutions. Outside of his advisory work, he serves as a board member for Sands Club, a private business club, and as treasurer of Reach for the Stars, a nonprofit focused on youth mental health and STEM education. He is also a partner in Network Outdoors, LLC, a company that supports networking for outdoorsmen. Mahogany Financial Strategies provides investment management and retirement-plan consulting primarily for qualified retirement plans and institutional clients. The firm offers tailored investment programs and serves in both limited-scope 3(21) fiduciary and discretionary 3(38) investment manager roles, combining pension consulting with direct advisory services at a small, recently established scale.

Joseph Wright is a CFP® certificant with 17 years of industry experience. He founded Joseph Wright Investments in 2013 and has a background in independent insurance sales dating back to 2004. Outside of financial advising, he owns an unrelated concierge services business. Joseph Wright Investments provides written financial planning and individualized portfolio management to individuals, including high-net-worth clients, and business entities. The firm uses an asset-allocation process tailored to client goals and employs both fundamental and technical analysis in security selection, offering discretionary and non-discretionary management with a range of investment options including limited digital asset allocations.

Victor Hess is a financial advisor at Buttonwood Advisors, LLC with 22 years of industry experience. He holds the PFS™ designation and Series 63 and 66 licenses. In addition to his advisory role since 2010, Hess operates a CPA practice specializing in tax planning and preparation. Buttonwood Advisors offers fee-for-service integrated financial planning and implementation support for individuals, high-net-worth clients, businesses, trusts, and estates. The firm focuses on financial education and client advocacy, coordinating with third-party specialists for investment management rather than managing assets directly.

Kelly Kleinsasser is a financial advisor at Ridge Capital Advisors, LLC with 17 years of industry experience. She holds the ChFC® designation and Series 63 license. In addition to her advisory role, Kleinsasser is a partner and officer at Forward Strategies Insurance Brokerage, where she focuses on marketing life insurance and fixed annuities to agents nationwide. Ridge Capital Advisors provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth households, and employer-sponsored plans. The firm employs a mix of fundamental, technical, and cyclical analysis, and offers ERISA retirement-plan services as well as educational seminars and workshops.

Jeremy Neis is a financial advisor at Retirement Evolutions Wealth Management LLC in Tucson, AZ, with nine years of industry experience. He holds a Series 65 designation and has been associated with Retirement Evolutions Wealth Management since 2014. Outside of advisory work, he serves as a project manager for KT Construction LLC, a custom home development company. Retirement Evolutions Wealth Management LLC provides investment supervisory services and financial planning to individual and high-net-worth clients. The firm manages approximately $89.6 million across about 517 accounts and employs a combination of fundamental, technical, charting, and cyclical analysis within both long-term and short-term trading strategies.

John Haubert is a Series 65-licensed advisor with 19 years of industry experience, currently with Zeches Wealth Management Group since 2014. He is also a certified public accountant with over 30 years at J Michaele Haubert CPA PC, providing tax preparation and accounting services. Zeches Wealth Management is a state-registered advisory team serving individual and high-net-worth clients with asset management, financial planning, and consulting. The firm combines investment advice with integrated tax planning through its affiliation with a separate CPA practice.

Conner Kleinsasser is a financial advisor at Ridge Capital Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Ridge Capital Advisors since 2020. In addition to his advisory role, he owns and operates CK Design, a web design business. Ridge Capital Advisors provides discretionary investment management and retirement-plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm employs investment strategies informed by fundamental, technical, and cyclical analysis and offers educational seminars, workshops, and referral services as part of its client offerings.

Theodore Goodyear is a financial advisor at Abbey Hill Financial Advisors, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Parkwoods Wealth Partners, LLC and Vuree International. Outside of advising, he is the founder of Aether Investments LLC, where he is involved in real estate and drone videography. Abbey Hill Financial Advisors provides personalized financial planning and investment management to individuals, trusts, estates, and pension and profit-sharing plans. The firm emphasizes global diversification, risk management, tax efficiency, and low-cost investment vehicles, managing approximately $86 million for about 60 clients.

Nicholas Trujillo is a financial advisor at Schulz Financial Group in Tucson, AZ, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Commonwealth Financial Network, LPL Financial LLC, and U.S. Bank. He is also involved in fixed insurance sales as a secondary business activity. Schulz Financial Group provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, managing approximately $115 million in client assets. The firm’s investment approach is guided by Modern Portfolio Theory and includes portfolio management, periodic rebalancing, and tax-loss harvesting tailored to client objectives and risk tolerances.

Karina Maher Viles is a financial advisor at Retirement Evolutions Wealth Management LLC with a Series 66 designation and one year of industry experience. Prior to joining Retirement Evolutions, she worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. She was also affiliated with Krisway Inc for 18 years. Retirement Evolutions Wealth Management LLC provides investment supervisory services and financial planning to individual and high-net-worth clients, managing approximately $89.6 million across about 517 accounts. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in its investment process and offers discretionary portfolio management with at least quarterly reviews.

Andrea Atencio is a financial advisor at Schulz Financial Group in Tucson, AZ, holding a Series 66 designation with 10 years of industry experience. She previously worked at Northern Trust Securities, Inc. for nearly a decade before joining her current firm in 2026. Schulz Financial Group provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, managing approximately $115 million in client assets. The firm follows a Modern Portfolio Theory-based approach with ongoing portfolio management, periodic rebalancing, and quarterly reviews tailored to client objectives and risk tolerance.

Jon Magoch is a financial advisor at Retirement Evolutions Wealth Management LLC with 17 years of industry experience. He holds a Series 65 designation and has been involved with Retirement Navigators Wealth Management and Retirement Navigators Insurance Services since 2006 and 2008, respectively. Magoch is also a principal of JKM Motivational Inc. Retirement Evolutions Wealth Management LLC provides investment supervisory services and financial planning to individual and high-net-worth clients. The firm manages approximately $89.6 million and employs a combination of fundamental, technical, charting, and cyclical analysis in both long-term and short-term trading strategies.

Breckin Kleinsasser is a financial advisor at Ridge Capital Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Ridge Capital Advisors since 2025. Kleinsasser is also involved as a sales manager in insurance agent recruiting and development at Forward Strategies Insurance Brokerage. Ridge Capital Advisors provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth households, and employer-sponsored retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis in managing portfolios and offers ERISA retirement-plan services alongside educational seminars and newsletters.

Mary Schulz is a financial advisor at Schulz Financial Group in Tucson, AZ, holding Series 63 and Series 65 licenses with 12 years of industry experience. She previously worked at LPL Financial and Commonwealth Financial Network. Outside of advisory work, she is involved in fixed insurance sales and owns a private entity related to securities and insurance business. Schulz Financial Group provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and businesses, managing approximately $115 million in client assets. The firm follows an investment approach based on Modern Portfolio Theory, with discretionary asset allocation, periodic rebalancing, and tax-loss harvesting integrated into regular account reviews.