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.

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 15 years of industry experience. She previously worked at Nationwide Investment Services Corporation for eight years before joining Voya in 2019. Outside of her advisory work, she is an investor in an artificial intelligence startup and hosts guests through Airbnb. Voya Financial Advisors, Inc. serves a diverse range of clients, including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice through various program structures, primarily utilizing non-discretionary recommendations.

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.