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.

Amy Montiel is a financial advisor at Capital Analysts with three years of industry experience. She holds a Series 66 designation and has previously worked at Adara Wealth Management and RBC Wealth Management. Outside of her advisory role, she is co-owner of a rental property in Tucson, Arizona. Capital Analysts serves retail and institutional clients including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through an in-house investment management team and a nationwide network of independent advisors.

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 with CoreCap Advisors in Tucson, AZ, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at Horizon Investments and Quasar Distributors. Outside of investment-related activities, he works part-time as a promotional specialist for events promoting alcoholic beverage companies. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment and portfolio management along with financial planning. The firm employs a relationship-oriented, long-term approach, utilizing mutual funds, ETFs, equities, bonds, and limited options strategies, while providing access to third-party sub-advisors and tax-efficient asset management.

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.

William Frey is a CFP® professional with 45 years of industry experience, currently serving as an advisor at The AmeriFlex Group in Tucson, AZ. He previously worked for Commonwealth Financial Network for 21 years before joining his current firm. Outside of financial advising, he is the executive producer and sole member of Medrosa Productions, LLC, a film production company. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing model asset allocations and various discretionary and non-discretionary manager relationships.

Ross Donaghay II is a financial advisor at Capital Analysts with five years of industry experience and holds a Series 66 designation. His prior roles include positions at Lincoln Investment and AIM Wealth Partners. He has also been involved with several volleyball organizations, including the University of Arizona Womens Club Volleyball and Southern Arizona Volleyball Academy. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network, utilizing both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.

Ruben Fernandez is a financial advisor with Meridian Wealth Management, LLC, holding Series 63, 65, and 66 licenses and bringing 56 years of industry experience. He worked previously at Greenberg Financial Group and RBC Capital Markets before joining Meridian in 2020. Fernandez is also a managing member of NFR Holdings, LLC, a part owner of Meridian Wealth Management’s Tucson office. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, providing discretionary portfolio management, financial planning, and retirement-plan services. The firm offers IPS-driven, tailored advice primarily through a network of Investment Adviser Representatives and manages client accounts using equities, ETFs, mutual funds, fixed income, and select alternatives.

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.

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.

Justin Limmer is a financial advisor with Ashton Thomas Private Wealth in Tucson, AZ. He holds Series 63 and Series 66 designations and has 27 years of industry experience. His prior roles include positions at Securian Financial Services, CRI Securities, and North Star Consultants. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a diverse client base, including individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a platform model using the Amplify Platform and allocates assets across mutual funds, ETFs, independent managers, and sub-advisers, incorporating strategies such as options and selective cryptocurrency exposure.

Scott Styrmoe is a CFP® professional with 18 years of industry experience, currently serving as an advisor at TCI Wealth Advisors, Inc. since 2017. He previously worked at AZ Wealth Strategies, LLC and AZ Wealth Strategies, Inc. Styrmoe is also an adjunct professor at the University of Arizona’s Norton School of Family and Consumer Sciences, where he teaches. 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 emphasizes an asset-allocation-driven investment process with diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds such as those from Dimensional Fund Advisors.

Kristofer Lyons is a CFP® and ChFC® at TCI Wealth Advisors, Inc. in Tucson, AZ, with 14 years of industry experience. He previously worked at Charles Schwab and Socially Stealth, LLC. Outside of his advisory role, he serves as a board member for the nonprofit Defenders of Children. 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 follows a disciplined, long-term asset allocation strategy using institutional funds and emphasizes technology-driven reporting and diversified portfolios.

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.

Vanessa Lee is a CFP® professional with nine years of experience in financial advising. She has worked at TCI Wealth Advisors, Inc. since 2017 and previously at Vestpointe Wealth Management, LLC from 2014 to 2017. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs an asset-allocation-driven investment approach that emphasizes diversification, long-term holding, and disciplined rebalancing, primarily using institutional asset-class funds including Dimensional Fund Advisors (DFA) funds.

Kenneth Riebe is a financial advisor at TCI Wealth Advisors, Inc. in Tucson, AZ, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with TCI Asset Managers, Inc. since 1992. 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 approach using institutional asset-class funds, ETFs, and mutual funds, operating as a fee-only adviser with a multi-advisor team managing several billion dollars in client assets.

Alejandro Nevarez is a financial advisor at Capital Analysts with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment and Legend Equities Corporation. In addition to his advisory role, he works as a sales agent for Blue Cross Blue Shield, focusing on health insurance. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable clients, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm provides investment management through both discretionary and non-discretionary approaches, supported by an in-house Investment Management & Research team and partnerships with third-party managers.