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 holds Series 63, 65, and 66 licenses. Prior to joining TCI Wealth Advisors, he worked at The Vanguard Group and DoorDash. He serves as Treasurer for the Santa Cruz Valley Heritage Area, a community organization focused on preserving the region’s cultural and natural heritage. TCI Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, and charitable organizations. The firm employs a disciplined, long-term asset allocation approach using institutional funds, ETFs, and mutual funds, supported by technology platforms for consolidated reporting.

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.

Justin Thomas is a CFP® professional with 18 years of industry experience, currently serving at TCI Wealth Advisors, Inc. since 2010. Based in Tucson, AZ, he holds the Series 63 and Series 65 licenses. 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 focused on diversification, long-term holding periods, and disciplined rebalancing, primarily utilizing institutional asset-class funds including Dimensional Fund Advisors (DFA) offerings.

Adrianne Regrutto is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at CliftonLarsonAllen since 2019. Prior to that, she spent 13 years at Northern Trust Securities, Inc. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs strategic asset allocation through model portfolios using mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate client planning and implementation.

Charles Andrew III is a financial advisor at EverSource Wealth Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked previously at CWM, LLC, Cetera Advisor Networks, Carson Wealth, and Larson Financial Group. Outside of his advisory role, he serves as a board member and volunteer for the Financial Planning Association and operates a consulting business focused on scalable productivity for business owners. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a detailed investor profiling process.

Marc Barnes is a financial advisor at Financial Gravity Family Office Services, LLC with two years of industry experience. He holds a Series 65 designation and has prior experience managing tax preparation and compliance as the managing member of Copper Canyon Tax and Financial Services LLC. Barnes is also the Education Director and majority owner of Potential CPE, LLC, an IRS-approved education provider specializing in taxation webinars. Financial Gravity Family Office Services, LLC offers tailored financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of analytical approaches and frequently uses third-party sub-advisors and model portfolios to construct and manage client portfolios.

Michael Abeshaus is a CFP® and holds a Series 65 license with 17 years of industry experience. He has been with TCI Wealth Advisors, Inc. in Tucson, AZ since 2009. 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 emphasizes an asset-allocation-driven investment process with a focus on diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds including Dimensional Fund Advisors (DFA) funds.

John Rietz II is a financial advisor at PNC Wealth Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at BBVA Wealth Solutions, BBVA Compass Insurance Agency, BBVA Securities, and Compass Bank from 2015 to 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithmic questionnaires to recommend investment models executed via mutual funds and ETFs, with portfolio implementation delegated to third parties.

Sean Bennett is a financial advisor at Centaurus Financial, Inc. in Tucson, AZ, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been with Centaurus Financial since 2017 and also maintains an affiliation with Catalina Investments. Outside of his advisory role, he is involved in offering group health insurance policies and term life insurance sales, and he serves as a notary public. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm provides a range of financial planning and portfolio management services, utilizing both discretionary and non-discretionary arrangements and employing various analytical approaches and third-party resources.

Joshua Lynn is a financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. He holds a Series 66 designation and has prior experience with Penn Mutual Life Insurance Company and Longview Insurance and Investments. He also serves in the Arizona Air National Guard and provides educational presentations on navigating the Thrift Savings Plan website for its members. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a combination of advisory programs and broker-dealer services. The firm offers tailored financial planning and portfolio management, utilizing third-party asset managers and operating under a dual SEC-registered investment adviser and FINRA-member broker-dealer structure.

Lisa Zak is a financial advisor with Principal Financial Services in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Crest Insurance, Principal Life Insurance Company, and Princor Financial Services Corporation, and she is involved in sales support activities at Vetrano Financial Services. Outside of her advisory work, she has a notary commission but does not use it for business purposes. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm provides access to third-party money manager programs and financial planning with various promoter and referral arrangements.

Nancy Bakshi is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked at Voya Financial Advisors since 2019 and previously spent eight years with Nationwide Investment Services Corporation. Outside of her advisory role, she is an investor in an artificial intelligence startup and hosts guests through Airbnb. Voya Financial Advisors, Inc. offers financial planning, portfolio management, and retirement plan advisory services to individuals, institutions, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to implement client-focused investment strategies through both discretionary and non-discretionary arrangements.

Stephen Rodgveller is a financial advisor with Centaurus Financial, Inc. in Tucson, AZ, holding a Series 66 license and bringing 16 years of industry experience. He has been with Centaurus Financial since 2017, following a one-year tenure at St. Bernard Financial Services, Inc. Rodgveller operates under the DBAs Modern Wealth Management Group LLC and Friendly 401k for branding and marketing purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, utilizing various analytical approaches and allowing both discretionary and non-discretionary management arrangements.

Timothy Schannep is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and Series 63 and 65 licenses. He has 31 years of industry experience, including prior roles at Cbiz Financial Solutions, Inc. and National Planning Corporation. Outside of his advisory work, he owns a travel agency based in Tucson, Arizona. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support. The firm offers discretionary model portfolios and customized investment solutions while supporting affiliated advisors with operations, technology, and compliance.

Luke Reilly is a financial advisor with Principal Financial Services in Tucson, AZ, holding a Series 66 license and six years of industry experience. He previously worked at Alliance Group for five years and has been affiliated with Principal Securities Inc and Principal Life Insurance Company since 2020. Outside of his advisory role, he is licensed as an insurance agent specializing in life, annuities, disability, long-term care, health, and Medicare supplement products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

Michelle Monteleone is a financial advisor with GWN Securities Inc. in Tucson, AZ, holding a Series 66 designation and nine years of industry experience. She has been with GWN Securities since 2016 and also works with Retirement Plan Professionals. Outside of her advisory work, she creates and occasionally sells mixed media artwork. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs, including traditional asset allocation and legacy momentum-based strategies, and manages approximately $3.65 billion across more than 37,000 accounts.

Lisa Jacobsen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. Her prior experience includes roles at Cambridge Investment Research Advisors and LPL Financial. She operates out of Tucson, AZ. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting using a strategic allocation approach that combines passive and active management supported by quantitative and fundamental research.

Wendy Oliver is a financial advisor at Kestra Advisory with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Commonwealth Financial Network, Bank of America, and Merrill. Outside of finance, she is a co-owner of an HVAC business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets across diverse management platforms.

Maggie Ruetz is a financial advisor with Empower Advisory Group and holds a Series 66 designation. She has one year of industry experience, including prior roles at Edward Jones. Before entering the financial industry, she worked in airline operations and event planning. Empower Advisory Group serves employer-sponsored retirement plan sponsors and their participants, as well as retail IRA and brokerage account holders. The firm provides financial planning and investment management through an integrated model linked to Empower’s recordkeeping and administrative platforms.