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.

Justin Rodriguez is a CFP® professional with 10 years of industry experience, currently serving as an advisor at TCI Wealth Advisors, Inc. since 2018. Prior to joining TCI, he worked at Next Financial Group, Inc. from 2015 to 2018. 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’s investment approach is asset-allocation driven, emphasizing diversification, long-term holding periods, and disciplined rebalancing, with a notable use of Dimensional Fund Advisors (DFA) funds and a model-based process that includes hypothetical performance disclosures.

Natalie Fernandez is a financial advisor at Meridian Wealth Management, LLC with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Meridian Wealth Management since 2020, following a 13-year tenure at Greenberg Financial Group. Fernandez is also a managing member of NFR Holdings, LLC, a part owner of Meridian Wealth Management West, LLC. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing discretionary portfolio management, financial planning, and retirement-plan services. The firm emphasizes IPS-driven, tailored advice and predominantly manages client relationships on a discretionary basis using a variety of investment strategies.

John Stephens is a CFP®, CFA®, and Series 65 credentialed financial advisor with 26 years of industry experience. He has been with TCI Asset Managers, Inc. since 2000. Outside of his advisory role, he is a managing partner of 5 Daughters, LLC, a commercial real estate entity. 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 emphasizing diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds.

Jessica Castle is a financial advisor at Gibbs Wealth Management, LLC with a Series 65 designation. She has experience working at several firms including Federal Employee Retirement Advisors, RJP Estate Planning, and Financial Alliance & Insurance Solutions, Inc. Outside of her advisory roles, she has been involved with Financial Alliance & Insurance Solutions, Inc. for nine years. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and model portfolios guided by analytical approaches such as fundamental and technical analysis.

Jordan Underhill is a CFP® and Series 66-licensed financial advisor with seven years of industry experience. He is currently with The AmeriFlex Group and has previously worked at Cambridge Investment Research, OSAIC, Sagepoint Financial, and Voya Financial Advisors. Outside of his advisory work, Underhill serves as a committee member of the Southern Arizona Estate Planning Council and volunteers with The Centurions in Tucson. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Christopher Korinek is a financial advisor with The Wealth Consulting Group and holds the ChFC® and Series 66 designations. He has 14 years of industry experience, including 15 years at Edward Jones before joining WCG Wealth Advisors and LPL Financial in 2026. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporations, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party programs.

Connie Mcadams is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Mutual of Omaha and its related entities since 1988. Mcadams serves as Arizona Vice Chair of the National Association of Insurance and Financial Advisors (NAIFA) and is involved in insurance agency work, including classic car insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm delivers managed solutions through platform relationships with Envestnet and Pershing, serving clients across a range of wealth levels.

Jose Yanez is a financial advisor at TCI Wealth Advisors, Inc. with eight years of industry experience. He has worked at The Vanguard Group and DoorDash prior to joining TCI Wealth Advisors. Yanez serves as treasurer for the Santa Cruz Valley Heritage Area, a community organization focused on regional cultural and historic preservation. 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, mutual funds, and model allocation programs.

Addison Adelberg is a CFP® and Series 65 credentialed advisor with four years of industry experience. They have been with TCI Wealth Advisors, Inc. since 2017, including roles prior to their current position. Outside of advisory work, Addison previously worked with AZ Power Basketball. TCI Wealth Advisors, Inc. 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 and emphasizes diversification and periodic rebalancing within a multi-advisor, fee-only structure.