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.

Charles Sera is a financial advisor at Dynamic with 13 years of industry experience. He holds a Series 65 designation and has worked with firms including Catalina Wealth Partners and Yellowstone Partners. In addition to his advisory role, he is licensed to sell non-variable insurance products such as long-term care, fixed annuities, and life insurance. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, and businesses, offering portfolio management, financial planning, and retirement plan services. The firm emphasizes a long-term, client-specific investment approach and provides support to other advisers through technology, compliance, and sub-advisory services.

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.

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.

Ryan Jackson is a financial advisor at Gradient Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Cooper Financial Investments, Cornerstone Enhanced Planning, and other financial firms. Outside of his advisory roles, Jackson is involved in an accounting and insurance agency business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that emphasizes client approval on transactions and employs multiple analytical approaches for portfolio management.

Carlos Poblano is a financial advisor at EverSource Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms including MAI Capital Management and Treloar & Heisel. Prior to his advisory career, he held roles outside finance such as at Farmers Insurance and in the hospitality industry. EverSource Wealth Advisors serves individual and institutional clients, providing wealth management, financial planning, investment advisory, and consulting services. The firm supports independent RIAs with turnkey asset management, sub-advisory services, and operates a private markets platform, employing multiple investment programs and offering values-based strategies and Life Impact® Stewardship Planning.