Micah Davis is a financial advisor with First Command Advisory Services in Tucson, AZ. He holds Series 63 and Series 65 licenses and has recently transitioned from military service, having served in the United States Air Force from 2010 to 2023. Prior to joining First Command, he worked with the Strategic Technology Institute Inc. and V2X Inc. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.

Keith Schlottman is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Independent Financial Group since 2008 and has also operated Schlottman CPA's PLC since 1999. Outside of his advisory role, he serves as an officer and director of Schlottman Tax Services, LLC, providing tax preparation and accounting services, and holds board positions with nonprofit organizations including the 10-10 International Net Scholarship Foundation and Ten-Ten International Net, Inc. Independent Financial Group offers investment advisory and brokerage services to a wide client base, including individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm combines strategic asset allocation, multi-manager portfolios, and ongoing due diligence to tailor client investment strategies across various risk profiles.

David Williams Jr. is a financial advisor with Transamerica Financial Advisors in Tucson, AZ. He holds a Series 66 designation and began his advisory career in 2025. His prior experience includes roles in public management and county government, as well as involvement with W3 Planning and Research LLC since 2015. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, providing both discretionary and non-discretionary investment options.

David Henry is a financial advisor with Principal Financial Services in Tucson, AZ, holding a Series 66 designation and 14 years of industry experience. He previously worked at Brokers International Financial Services, LLC for 12 years and had brief tenures at Integrity Advisor Solutions and Principal Life Insurance Co. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors across wealth levels, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Raymond Seward is a financial advisor with Transamerica Financial Advisors in Tucson, AZ, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. His work history includes roles at Wealthwave, World Financial Group, and Boeing, where he has been employed since 1987. Seward is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services, combining proprietary model portfolios and third-party money managers with discretionary and non-discretionary program options.

Michelle Anthony is a financial advisor with Centaurus Financial, Inc., holding a Series 66 designation and 22 years of industry experience. She has been with Centaurus Financial since 2014. Outside of her advisory role, she serves as a board member for the Arizona Financial Academy, a nonprofit focused on financial literacy, where she volunteers to teach adult financial literacy classes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through a variety of platforms and employs a mix of analytical approaches with discretionary and non-discretionary management arrangements.

Aaron Mabley is a CFP® professional with five years of experience in the financial services industry. He is currently with Benjamin F. Edwards & Company, Inc. and has previously held positions at firms including Morgan Stanley and various entities within the Cetera and Avantax networks. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers a range of advisory services such as financial planning, retirement plan consulting, and investment management through wrap programs and customized portfolio strategies.

Allen Ekman is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Hornor, Townsend & Kent since 2000. Aside from his advisory role, Ekman is also an insurance agent involved in the sales and service of multi-line insurance products through Longview Insurance and Investments. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as a registered investment advisor and broker-dealer, providing a range of investment and brokerage services alongside third-party asset manager relationships.

Keenan Larson is a financial advisor with Empower Advisory Group in Marana, AZ, holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at First Command Advisory Services and PNC Bank. Outside of his advisory work, he serves as Groups Coordinator for Zion City Downtown campus in Tucson and is Treasurer of The Answer: A Biblical Counseling Center. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates, offering both point-in-time financial plans and optional managed account solutions.

John Velez is a financial advisor at Independent Financial Group, LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at First Command Advisory Services and First Command Brokerage Services. Outside of his advisory role, he is the owner of Quantum Business Coach, providing business coaching services, and serves as a board member of the Dove Mountain Rotary. He will also teach a course on Ethical Wills at the University of Arizona in 2025. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutional plans. The firm utilizes strategic asset allocation and a combination of active and passive management through both proprietary and third-party models to tailor portfolios according to clients’ risk tolerances.

Daniel Hoefferle is a CFP® professional with 15 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. He has been involved with United Financial Center since 2000 and has served as an instructor at Pima Community College since 2011, where he teaches retirement-related courses. Outside of his advisory role, he owns a trust consulting business. United Planners Financial Services supports a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm uses an open-architecture platform with multiple custodians and third-party money managers, operating primarily on a non-discretionary basis.

Hugh Toland Jr. is a financial advisor at Focus Partners Wealth, LLC in Tucson, AZ, with 19 years of industry experience. He holds a Series 65 designation and previously worked for Sonora Investment Management and Sonora Investment Management Group from 1986 through 2021. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a comprehensive range of wealth management services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Brian Kracht is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Guaranteed Rate, The Vanguard Group, and served in the United States Air Force. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Abby Whatton is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and beginning her career in 2026. Prior to joining the financial industry, her background includes roles in education and hospitality. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-based investment approach combining passive and active strategies, supported by an internal Investment Committee.

Joseph Yurgec is a financial advisor with Independent Financial Group, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including long-term roles at NPB Financial Group, LLC and his own firm, YURGEC Financial Services. Independent Financial Group, LLC provides investment advisory and brokerage services to a broad client base that includes individuals, high-net-worth clients, trusts, and institutional clients. The firm offers financial planning and portfolio management through various platforms and employs a model-based approach combining strategic asset allocation and manager selection across active and passive strategies.

Thomas Vetrano is a financial advisor with Principal Financial Services in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked with Principal Securities Inc. since 1987 and founded Vetrano Financial Services in 2000. Outside of his advisory work, he serves on the boards of the 911 Tower Challenge Foundation and the Hearts of Gold Police Family Outreach Foundation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Ryan Kollitz is a financial advisor with Eagle Strategies, affiliated with New York Life, holding a Series 66 designation. He has one year of industry experience and previously worked at MBO Partners and AML RightSource. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis.

Ronald Wilson is a financial advisor with Transamerica Financial Advisors and holds the ChFC® designation, along with Series 63 and Series 65 licenses. He has 39 years of industry experience and has worked with firms including AMS/Symetra Life Insurance Co, Allstate Insurance Company, and Mass Mutual Life Insurance. Wilson’s activities include marketing and selling fixed life insurance and annuities, including Tribal Life insurance. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual and high net worth investors, employer-sponsored plans, and charitable organizations. The firm delivers services through a large advisor network and utilizes model portfolios and third-party managers across multiple platforms such as Transamerica ONE and TFA365.

Janie Nelson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney, Valic Financial Advisors, Merrill, and Morgan Stanley Dw Inc. Outside of her advisory career, she manages a personal ranch through JB Bar Ranch LLC in Marana, AZ. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, institutions, and charitable organizations. The firm offers diversified advice through fee-based wrap programs, financial planning, and investment management, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Timothy Giacoletti is a financial advisor at LPL Financial with 13 years of industry experience and holds the Series 66 designation. His prior roles include positions at Royal Alliance Associates and HD Vest. Outside of advisory work, he is involved in tax preparation and accounting through an affiliated CPA firm and also works with H&R Block. LPL Financial serves individuals, retirement plans, and institutions through a nationwide network of investment adviser representatives, offering financial planning, advisory programs, and retirement consulting with both discretionary and non-discretionary management options.