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.

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.

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.

Kyle Larson is a CFP® professional with nine years of industry experience, currently serving at TCI Wealth Advisors, Inc. since 2015. He holds a Series 65 license and is based in Tucson, AZ. 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’s investment approach is asset-allocation driven, emphasizing diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds including Dimensional Fund Advisors (DFA) funds.

Ryan Graham is a CFP® and CFA® affiliated with Wedmont Private Capital, bringing one year of industry experience. His prior work includes several years at Altfest Personal Wealth Management and a stint at PwC. Wedmont Private Capital provides financial planning and discretionary investment management services to individuals, charities, corporations, and employee benefit plans. The firm uses a fixed advisory fee model and employs a primarily passive, tax-aware investment approach grounded in modern portfolio theory, with selective use of specialized strategies for qualified clients.

Duane Burghard is a financial advisor at Integrated Advisors Network LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Stifel Nicolaus & Co Inc for eight years. Outside of his advisory work, he is involved in podcasting, authoring, and voice acting through his company Narratives, LLC. Integrated Advisors Network is a multi-team investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a variety of investment approaches and third-party manager platforms to implement client strategies within a risk-profile framework.

Cody Cassidy is a CFP® with seven years of industry experience, currently serving as a financial advisor at TCI Wealth Advisors, Inc. in Tucson, AZ. He has been with TCI Wealth Advisors since 2018 and previously worked at the University of Arizona Cancer Center. TCI Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting for individuals, high-net-worth clients, business entities, trusts, estates, and charities. 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.

Isaac Walshaw is a CFP® and Series 66-registered advisor with two years of industry experience. He currently works at TCI Wealth Advisors, Inc. and previously held roles at Schwab Wealth Advisory, Charles Schwab & Co., and Wells Fargo. His background also includes positions outside finance, such as at Lululemon Athletica and multiple roles at the University of Arizona. TCI Wealth Advisors serves individuals, businesses, 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 funds and ETFs, supported by technology for consolidated reporting and model asset allocation programs.