Javier Madrid is a financial advisor at United Capital Financial Advisors with two years of industry experience. He holds a Series 65 designation and previously worked at Goldman Sachs and Co. LLC. Outside of financial advising, he owns MadRealContent LLC, a digital media production company based in Tucson, AZ. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs asset-allocation models developed by an Investment Policy Committee and offers portfolio customization, ongoing monitoring, and reporting through its proprietary technology.

Frederick Adler is a financial advisor at Gibbs Wealth Management, LLC with over 20 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Adler Financial Services and Suncrest Wealth Management. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and model portfolios guided by various analytical approaches. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions in its investment process.

Matthew Barkley is a financial advisor at TCI Wealth Advisors, Inc. in Tucson, AZ. He holds the Series 65 designation and began his advisory career with TCI in 2025. Prior to that, his background includes various roles and education from 2005 to 2025. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation strategy and utilizes institutional asset-class funds, exchange-traded funds, and mutual funds.

Stephen Levin is a financial advisor at CoreCap Advisors with eight years of industry experience. His prior roles include positions at Texas Private Wealth and LPL Financial, as well as work in estate planning at RJP Estate Planning. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes relationship-oriented, long-term investment strategies involving mutual funds, ETFs, equities, and bonds, and manages a range of affiliated entities and fee-sharing arrangements.

Jonathan Gardner Jr. is a financial advisor at Blueprint Financial Advisors with seven years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Blueprint, he worked at Diamond Wealth Management and Skye Wealth Management. Gardner serves as PTA president for Cedar Ridge, a volunteer role in which he delegates activities to board members. Blueprint Financial Advisors is a multi-advisor firm managing approximately $1.4 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities, utilizing a proprietary strategic-and-tactical investment framework across diversified asset classes.

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.

Lily Graves is a CFP® professional with five years of industry experience, currently serving as an advisor at TCI Wealth Advisors, Inc. in Tucson, AZ. Her prior roles include positions at Four Seasons Guides and FT Tuthill Outdoor Program. She serves on the Board of Trustees of the Arizona-Sonora Desert Museum, participating in its Finance and Investment Committees. TCI Wealth Advisors provides investment management, financial planning, and retirement consulting services to individuals, high-net-worth clients, business entities, and charitable organizations. The firm employs an asset-allocation driven investment process focused on diversification, long-term holding, and disciplined rebalancing, primarily utilizing institutional asset-class funds.

Tamara Buchanan is a financial advisor with Northern Trust Securities, Inc., holding a Series 66 credential and seven years of industry experience. She has been with Northern Trust Securities since 2019 and previously worked for the Vail School District for 12 years. Northern Trust Securities, Inc. is a multi-team firm serving high-net-worth individuals, retail investors, and institutional clients. The firm offers discretionary portfolio management through a model-driven wrap fee program that includes Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform.

Casey O'Donovan is a CFP® professional with four years of industry experience, currently with TCI Wealth Advisors, Inc. in Tucson, AZ. Prior to this, Casey worked at CliftonLarsonAllen Wealth Advisors LLC and Bank of America N.A., among other firms. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs an asset-allocation driven investment process focused on diversification, long-term holding, and disciplined rebalancing, primarily utilizing institutional asset-class funds including those from Dimensional Fund Advisors.

Jerico Rom Maddela is a CFP® professional with 17 years of experience in the financial industry. He currently works at TCI Wealth Advisors, Inc. and previously spent nine years at Charles Schwab. Outside of his advisory role, he manages real estate property management companies in Phoenix and Tucson and has been an independent insurance agent since 2019. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities with fee-only investment management, financial planning, and retirement plan consulting. The firm’s investment process emphasizes asset allocation, diversification, long-term holding periods, and disciplined rebalancing, primarily utilizing institutional asset-class funds.

Scott Bennett is a CFP® and Series 65-licensed advisor with seven years of industry experience. He is currently with TCI Wealth Advisors, Inc., where he has worked since 2016 with a break between 2019 and 2022 when he was at 3rd Decade, Inc. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation strategy using institutional asset-class funds, ETFs, and mutual funds, supported by technology platforms for consolidated reporting.

Marshall Riebe is a financial advisor at TCI Wealth Advisors, Inc. based in Tucson, AZ, holding a Series 65 credential with one year of industry experience. He has been with TCI Wealth Advisors since 2017, including his current role beginning in 2026. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation strategy utilizing institutional asset-class funds, ETFs, and mutual funds, and operates as a fee-only adviser with a multi-advisor team managing several billion dollars in client assets.

Juan Sicco is a CFA® charterholder with four years of industry experience. He is currently with TCI Wealth Advisors, Inc. in Tucson, AZ, where he has worked since 2021. Prior to joining TCI, he was employed at Charles Schwab & Co., Inc. and Vector Global WMG. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities by providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes an asset-allocation driven investment process focused on diversification, long-term holding periods, and disciplined rebalancing, primarily utilizing institutional asset-class funds including those from Dimensional Fund Advisors.

Dimitri Redwood is a financial advisor at CoreCap Advisors with Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Horizon Investments and Quasar Distributors, among others. Outside of his advisory work, he is a part-time promotional specialist for alcoholic beverage companies through TEAM Enterprises. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm’s approach emphasizes long-term relationships and diversified investment strategies, including mutual funds, ETFs, and individual securities.

Christopher Cornelison is a Series 65-licensed advisor at TCI Wealth Advisors, Inc. with one year of industry experience. Prior to joining TCI Wealth Advisors in 2026, he worked for the Town of Oro Valley for 14 years. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation strategy using institutional asset-class funds, ETFs, and mutual funds, and operates as a fee-only adviser with a multi-advisor team managing several billion dollars in client assets.

Ruben Fernandez is a financial advisor with Meridian Wealth Management, LLC in Tucson, AZ, holding Series 63, 65, and 66 licenses and bringing 56 years of industry experience. His career includes prior roles at Greenberg Financial Group and RBC Capital Markets. He is also a managing member of NFR Holdings, LLC, a holding company with non-investment activities. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, financial planning, and retirement-plan services, managing most client accounts on a discretionary basis using a range of investment vehicles including equities, ETFs, mutual funds, fixed income, and, in limited cases, alternatives and covered-call options.

James Merkel is a financial advisor with PFG Advisors in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at United Planners, Securities America, Inc., LPL Financial, and operating under his own name since 2019. Merkel has been with PFG Advisors since 2015. PFG Advisors provides fee-based investment advisory services to a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and financial institutions. The firm offers discretionary and non-discretionary portfolio management, financial and retirement planning, and access to third-party money managers, implementing an investment approach that combines model portfolios, third-party managers, and a blend of macro allocation with fundamental, technical, and cyclical analysis.

Marcelina Castel De Oro is a financial advisor at Perigon Wealth Management, LLC with one year of industry experience. She holds a Series 66 designation and previously served eight years in the United States Navy. Prior to joining Perigon, she worked at Centaurus Financial, Inc. and Elevate Wealth Management. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to each client’s objectives and risk tolerance, often delegating day-to-day investment management to independent managers while maintaining oversight and conducting regular account reviews.

Samuel Swift is a CFP®, CFA®, and Series 65 credentialed advisor with 17 years of industry experience. He has been with TCI Wealth Management, Inc. since 2006. TCI Wealth Advisors serves a diverse client base including individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting with an asset-allocation driven investment process that emphasizes diversification, long-term holding, and disciplined rebalancing.

Angela Caballero is a CFP® practitioner with 26 years of industry experience, currently serving at PFG Advisors. Her career includes roles at United Planners, SECURITIES AMERICA, Inc., and LPL Financial. She has operated her own advisory practice, Angela M Caballero, for over a decade. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach involves model portfolios, third-party managers, and employs top-down macro allocation combined with fundamental and technical analysis.