Ashley Boykin is a Series 65 licensed advisor at TCI Wealth Advisors, Inc. in Tucson, AZ, with one year of experience in the financial industry. Prior to joining TCI Wealth Advisors, she worked in management roles at HOA Management Solutions, Sunbelt Medical Management, and Maximum Impact Physical Therapy. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, offering discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs an asset-allocation-driven investment process emphasizing diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds including Dimensional Fund Advisors (DFA) products.

Joshua Baird is a financial advisor with TCI Wealth Advisors, Inc. in Tucson, AZ. He holds a Series 65 credential and has five years of industry experience, including prior roles at Ironwood Wealth Management and Percension Wealth Advisors. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, offering 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 periods, and disciplined rebalancing, primarily using institutional asset-class funds such as those from Dimensional Fund Advisors.

Matthew De Luca is a Series 65-licensed advisor with Sequent Planning, LLC, based in Tucson, AZ. He has one year of industry experience and has been affiliated with Futurity First Wealth Management since 2009. In addition to his advisory role, he works as an insurance agent offering insurance products and services through Futurity First Wealth Management, which is affiliated with Sequent Planning. Sequent Planning, LLC operates under the Futurity First Wealth Management name and serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm provides asset management, financial planning, access to third-party model managers, and a range of retirement plan services, delivering advisory services through a network of independent investment adviser representatives.

Adam Sommers is a Series 65-licensed financial advisor with Wealthcare Advisory Partners LLC, bringing 15 years of industry experience. He has operated Sommers Financial Management since 2002 and has held roles with Ayntegrity LLC and The Naked Alpha Fund. Outside of his advisory work, he serves as Treasurer and Director on the Skyline Bel Air Estates Homeowners Association Board of Directors. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm utilizes a goals-based planning approach supported by proprietary software and combines behavioral economics with evidence-based investment strategies to construct diversified, long-term portfolios.

Jessie Baldwin is a financial advisor at Geneos Wealth Management, Inc. based in Tucson, AZ, holding a Series 65 designation with three years of industry experience. Prior to joining Geneos and Synergy Wealth Solutions LLC in 2021, Jessie worked at EZ Accounting Solutions and Generation Financial. Jessie is also president of A to Z Accounting Solutions LLC and an enrolled agent. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a variety of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority for most client accounts.

Robert Petrillo is a financial advisor at TCI Wealth Advisors, Inc. in Tucson, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining TCI Wealth Advisors in 2026, he worked at Pinnacle Plan Design, LLC for 13 years. 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’s investment approach is asset-allocation driven, focusing on diversification, long-term holding periods, and disciplined rebalancing, primarily utilizing institutional asset-class funds including those from Dimensional Fund Advisors.

Michael Grosso is a CFP® professional with 17 years of industry experience, currently serving at TCI Wealth Advisors, Inc. in Tucson, AZ. He has worked with TCI Wealth Management, Inc. since 2008 and was previously affiliated with CMG Solutions, LLC. Outside of his advisory role, he manages 3BP!, LLC, a non-investment-related business. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, offering discretionary and non-discretionary investment management along with financial planning and retirement plan consulting. The firm emphasizes an asset-allocation-driven investment process, diversification, long-term holding periods, and disciplined rebalancing, utilizing institutional asset-class funds including Dimensional Fund Advisors (DFA) products.

Joseph Von Unschuld is a Series 65-licensed financial advisor with 13 years of industry experience, currently with Royal Fund Management, LLC. He has been involved with The American Society of Fiduciary Education since 2016 as its founder and chairman, where he develops and trains adult financial planning courses. In addition to his advisory role, he is engaged in insurance sales through Peak Advisors and owns Fractal Profile Investment Management. Royal Fund Management serves individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm constructs customized portfolios based on documented risk tolerance using various analytical methods and strategies, while also providing held-away advice and participant account management through multiple platforms.

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.

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.