Richard Zich is a financial advisor with Southwest Investment Advisors, Inc. in Tucson, AZ, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Southwest Investment Advisors and LPL Financial since 2019 and previously was involved with Coopers DIY, LLC. Outside of financial advising, he assists with accounting and website concepts for Trinity Diamonds Inc., a retail jewelry store run by his wife. Southwest Investment Advisors primarily serves individual investors and pension-plan clients, offering discretionary investment management, portfolio reviews, and financial planning. The firm manages approximately $325.7 million in client assets and employs an investment process based on Modern Portfolio Theory, utilizing model allocations and a variety of investment vehicles to meet client objectives.

Alexandra Kusler is a financial advisor with Southwest Investment Advisors, Inc. in Tucson, AZ, holding a Series 66 credential and 15 years of industry experience. She has worked at LPL Financial, LLC since 2017 and previously at National Planning Corporation from 2015 to 2017. Kusler also serves as a Dave Ramsey Endorsed Local Provider as an independent contractor. Southwest Investment Advisors primarily serves individual investors and a smaller number of pension-plan clients, offering discretionary investment management, portfolio reviews, and financial planning. The firm manages approximately $325.7 million in client assets, using an asset allocation approach based on Modern Portfolio Theory and a range of investment vehicles, with most accounts managed on a discretionary basis.

Roy Morris is a financial advisor with PFG Advisors in Phoenix, AZ, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Equitable Advisors, Axa Advisors, and Securities America, among others. PFG Advisors offers fee-based investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, and corporate clients. The firm combines macroeconomic allocation with fundamental and technical analysis, primarily using index-based ETFs, and provides access to various third-party platforms and wrap programs.

Joseph Von Unschuld is a Series 65-licensed financial advisor with 13 years of industry experience, currently with Royal Fund Management, LLC. He has been involved with The American Society of Fiduciary Education since 2016 as its founder and chairman, where he develops and trains adult financial planning courses. In addition to his advisory role, he is engaged in insurance sales through Peak Advisors and owns Fractal Profile Investment Management. Royal Fund Management serves individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm constructs customized portfolios based on documented risk tolerance using various analytical methods and strategies, while also providing held-away advice and participant account management through multiple platforms.

Frederick Adler is a financial advisor at Gibbs Wealth Management, LLC with over 20 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Adler Financial Services and Suncrest Wealth Management. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and model portfolios guided by various analytical approaches. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions in its investment process.

Charles Sera is a financial advisor at Dynamic with 13 years of industry experience. He holds a Series 65 designation and has worked with firms including Catalina Wealth Partners and Yellowstone Partners. In addition to his advisory role, he is licensed to sell non-variable insurance products such as long-term care, fixed annuities, and life insurance. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, and businesses, offering portfolio management, financial planning, and retirement plan services. The firm emphasizes a long-term, client-specific investment approach and provides support to other advisers through technology, compliance, and sub-advisory services.

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.

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.

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.

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.

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.

Luke Reilly is a financial advisor with Principal Financial Services based in Tucson, AZ. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Alliance Group and multiple entities within Principal since 2020. He is also licensed as an insurance agent for life, annuities, disability income, long-term care, health, and Medicare supplements. 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 under various advisory and promoter arrangements.

Randolph Moore is a financial advisor with United Planners' Financial Services of America, holding Series 63, 65, and 66 designations and bringing 37 years of industry experience. His prior roles include work with Securities Service Network and operating under his own name, Randolph S. Moore. He is also involved in financial coaching and tax preparation services in Scottsdale and Marana, Arizona. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors. The firm uses an open-architecture platform with multiple custodians and third-party managers, primarily managing non-discretionary assets.

Tyra Moore is a financial advisor with United Planners' Financial Services of America, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. Her prior work includes roles at SSN Advisory, Inc. and Securities Services Network. Outside of her advisory duties, she owns and operates More4UTaxSolutions, providing tax preparation, accounting, and bookkeeping services, and offers consulting services related to divorce through her firm More4uSolutions. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, focusing primarily on non-discretionary asset management, and offers both fee-based and commission-based options through its network of independent advisors.

James Mc Cullough is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with First Command in various capacities since 2005. Outside of his advisory work, he is the owner of Chainsaw & Jae LLC, a business incorporated primarily for 401(k) purposes. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select and monitor portfolios and third-party managers.

Matthew Minehart is a financial advisor with Eagle Strategies (NY Life) based in Tucson, AZ. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has worked at NYLIFE Securities LLC and New York Life Insurance Company since 2001 and has been affiliated with Eagle Strategies since 2017. He also owns and operates Anchor Financial Solutions Group LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a significant asset base primarily on a non-discretionary basis and offers a variety of programs tailored to client objectives, including advisory services linked to insurance and annuity products.

Tyler Samko is a financial advisor with Private Advisor Group, LLC in Tucson, AZ, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial LLC since 2019 and previously spent four years at Marriott International. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions including proprietary and third-party platforms. The firm’s fiduciary-based advisory model offers both discretionary and non-discretionary services, employing diverse investment strategies and technology platforms.

Elena Suther is a financial advisor with Empower Advisory Group and holds a Series 66 designation. She has six years of industry experience, including roles at Fidelity Brokerage Services LLC and Nationwide Insurance. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach and serves a large participant base relative to its adviser headcount.

Anthony Laporta is a financial advisor at Private Advisor Group, LLC with Series 66 credentials and experience beginning in 2026. Prior to his current role at Private Advisor Group and LPL Financial, he worked at Leidos Inc from 2021 to 2023 and served in the United States Air Force Civil Service as well as the Air Force Reserves since 2004. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers various managed account solutions and employs a fiduciary-based advisory model that integrates technology platforms and third-party managers.