Anil Potharaju is the principal of SaveVest, LLC, an independent financial advisory firm. He holds a Series 65 designation and has 10 years of industry experience. Potharaju maintains a full-time medical and academic role as an associate professor, physician, and medical director at Banner Health, and he also owns Cognisnap LLC, a business providing educational information. SaveVest, LLC offers discretionary portfolio management, financial planning, and advisory consulting to individuals and employer-sponsored retirement plans. The firm employs a combination of modern portfolio theory, fundamental analysis, and long-term purchase strategies, with an emphasis on mutual funds, ETFs, and selective use of derivatives, including complex options strategies in client accounts.

Jason Lazarow is the sole advisor at Lazarow Wealth Management in Tucson, AZ, holding a Series 66 designation with 15 years of industry experience. He previously worked at Fortress Investment Advisors from 2015 to 2017 before founding his current firm in 2016. Lazarow Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporations. The firm emphasizes passive investment strategies using diversified asset-class allocations with index funds and ETFs, while also incorporating various analytical methods in its research. Despite its modest size, the firm serves institutional clients and offers pension consulting, retirement plan services, and ongoing comprehensive planning relationships.

Robert Kahl is a CFA® charterholder and holds a Series 65 license with 27 years of industry experience. He has been managing Sabino Investment Management, L.L.C. since 2014. The firm provides investment management, financial planning, and consultation services to families, trusts, pension and profit-sharing plans, 401(k)/403(b) plans, and charitable nonprofit organizations. Sabino Investment Management employs a fundamentally driven, value-oriented investment approach that incorporates the CAPE ratio, macroeconomic analysis, and a preference for low-expense funds, with a notable focus on serving nonprofit clients through tailored processes and specialized fee schedules.

Joseph Wright is a CFP® certificant with 17 years of industry experience. He founded Joseph Wright Investments in 2013 and has a background in independent insurance sales dating back to 2004. Outside of financial advising, he owns an unrelated concierge services business. Joseph Wright Investments provides written financial planning and individualized portfolio management to individuals, including high-net-worth clients, and business entities. The firm uses an asset-allocation process tailored to client goals and employs both fundamental and technical analysis in security selection, offering discretionary and non-discretionary management with a range of investment options including limited digital asset allocations.

Kelly Kleinsasser is a financial advisor at Ridge Capital Advisors, LLC with 17 years of industry experience. She holds the ChFC® designation and Series 63 license. In addition to her advisory role, Kleinsasser is a partner and officer at Forward Strategies Insurance Brokerage, where she focuses on marketing life insurance and fixed annuities to agents nationwide. Ridge Capital Advisors provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth households, and employer-sponsored plans. The firm employs a mix of fundamental, technical, and cyclical analysis, and offers ERISA retirement-plan services as well as educational seminars and workshops.

Quinton Holton is a financial advisor with Holton & Kosanke Wealth Management, LLC, holding the CFP® and ChFC® designations and possessing 29 years of industry experience. He previously worked at Next Financial Group Inc for 11 years before joining his current firm in 2017. Holton is also an independent insurance agent, offering insurance products through unaffiliated issuers. Holton & Kosanke Wealth Management serves individuals, small businesses, and retirement plan sponsors by providing financial planning, investment consultation, and retirement-plan advisory support. The firm emphasizes comprehensive planning and refers clients to third-party investment managers, maintaining an advisory role without directly managing client assets.

Ross Patterson is a CFP® and ChFC® with nine years of industry experience. He has worked at Sterling Investment Management, LLC since 2021 and previously spent six years at LPL Financial, LLC. Sterling Investment Management is an independent, research-driven boutique serving individual and institutional clients, including high-net-worth individuals, trusts, and public entities. The firm offers discretionary investment management and financial planning with a value-oriented, long-term approach tailored to clients’ risk tolerance and objectives.

Peter Kosanke Jr. is a CFP® professional with 27 years of industry experience, currently serving at Holton & Kosanke Wealth Management, LLC since 2017. He previously worked with Next Financial Group Inc. and operated his own advisory firm, Peter Kosanke LLC. He is also an independent insurance agent offering insurance products through unaffiliated providers. Holton & Kosanke Wealth Management provides financial planning and investment consultation to individuals, small businesses, and retirement plan sponsors. The firm emphasizes written comprehensive or modular plans, educational workshops, and referrals to pre-screened third-party investment managers who hold discretionary authority over client portfolios.

Sean Mc Dowell is a financial advisor at Financial Planning First, LLC with Series 65 registration and one year of industry experience. Prior to his financial advisory role, he has served with the Tucson Fire Department since 2009. Financial Planning First serves individuals, including high-net-worth clients, as well as trusts, estates, employer retirement plans, and business entities. The firm provides comprehensive portfolio management and financial planning through a fiduciary, goals-based investment process that emphasizes asset allocation, fundamental analysis, and regular portfolio monitoring.

Sherry Miller is a financial advisor at Shepherd Wealth & Retirement LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at LPL Financial LLC and Retirement Financial Services, Inc. Miller has been involved with Retirement Financial Services, Inc., a non-variable insurance business, since 1995. Shepherd Wealth & Retirement advises individual and institutional clients, including high-net-worth individuals and retirement plans, offering discretionary and non-discretionary portfolio management, retirement-plan consulting, and financial planning. The firm customizes asset allocations based on clients’ goals and risk tolerance and employs a range of investment strategies, including the use of derivatives and insurance products through its affiliation with Retirement Financial Services, Inc.

Nicholas Gelso is a financial advisor at 6|21 Private Wealth with seven years of industry experience. He holds a Series 65 designation and has previously worked at Beckett Collective, Fortress Investment Advisors, and Wells Fargo. Gelso is a co-owner of both 6|21 Private Wealth and Beckett Collective, where he provides financial advice. 6|21 Private Wealth offers financial planning, investment management, retirement plan management, and advisory services to a selective client base including retirement plan sponsors, family offices, foundations, and individuals. The firm emphasizes diversified asset allocation using low-cost ETFs and index funds, occasional individual securities, and alternative strategies, while providing tailored and model portfolio approaches along with educational seminars.

Steven Graham is a financial advisor at Allied Portfolio Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses. Graham has been with Allied Portfolio Management since 1999 and previously worked at Waterloo Capital. Allied Portfolio Management provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, foundations, and corporate pension or profit-sharing plans. The firm employs a structured, asset-class approach based on Modern Portfolio Theory, utilizing diversified institutional funds and ETFs, periodic rebalancing, and customized strategies tailored to clients’ financial goals and risk tolerance.

John Payne is a CFA® charterholder and holds a Series 65 license with 28 years of industry experience. He has been with Sterling Investment Management, LLC since 1995. Sterling Investment Management is an independent, research-driven boutique that provides discretionary investment management and financial planning to individual and institutional clients. The firm applies a value-oriented, business-owner perspective with a long-term investment horizon, tailoring portfolios to client risk tolerance and objectives.

Elbridge Wilkinson is a financial advisor at Wilkinson Wealth Management, LLC in Tucson, AZ, holding Series 63 and Series 66 credentials with 19 years of industry experience. He previously worked at Imus Wilkinson Investment Management, LLC for 12 years before joining his current firm in 2021. Wilkinson Wealth Management serves individuals, trusts, pension plans, and business entities by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and asset-allocation strategies, utilizing both internal and third-party managers, and manages approximately $143 million in client assets with a focus on comprehensive services for clients with at least $1 million in assets.

Matthew Sullivan is a CFP® with 20 years of industry experience. He is currently with Financial Planning First, LLC, where he has worked for four years, following a decade at Imus Wilkinson Investment Management, LLC. Financial Planning First serves individuals, high-net-worth clients, trusts, estates, employer retirement plans, and business entities, providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary, goals-based investment approach emphasizing asset allocation, mutual funds, ETFs, fundamental analysis, and the use of third-party sub-advisors or unified managed accounts.

Jason Crane is a CFA® charterholder with 22 years of industry experience, currently serving as an advisor at Capital West Partners, LLC since 2004. He holds the Series 66 designation and is based in Tucson, AZ. Capital West Partners provides customized investment management and financial consulting to individuals, related trusts and estates, retirement accounts, corporate accounts, pension and profit-sharing plans, and charitable institutions. The firm emphasizes individually tailored portfolios using a combination of fundamental, cyclical, charting, and technical analysis, and manages nearly $300 million in client assets.

David Shepherd Jr. is a CFP® with 25 years of industry experience, currently serving as an advisor at Shepherd Wealth & Retirement LLC since 2019. He previously worked at Shepherd Wealth Group, Inc. and LPL Financial, LLC, where he spent 18 years. He is also involved with a related insurance agency, Retirement Financial Services, Inc., dedicating a small portion of his time there. Shepherd Wealth & Retirement LLC provides investment management, financial planning, and retirement-plan consulting to individual clients, including high-net-worth households, as well as plan sponsors. The firm employs customized asset allocations using a variety of investment instruments and incorporates derivatives and structured products in separately managed accounts.

Jeremy Neis is a financial advisor at Retirement Evolutions Wealth Management LLC in Tucson, AZ, with nine years of industry experience. He holds a Series 65 designation and has been associated with Retirement Evolutions Wealth Management since 2014. Outside of advisory work, he serves as a project manager for KT Construction LLC, a custom home development company. Retirement Evolutions Wealth Management LLC provides investment supervisory services and financial planning to individual and high-net-worth clients. The firm manages approximately $89.6 million across about 517 accounts and employs a combination of fundamental, technical, charting, and cyclical analysis within both long-term and short-term trading strategies.

Timothy Goodyear is a CFP® professional with 12 years of industry experience, currently associated with Parkwoods Wealth Partners, LLC. He previously worked for Abbey Hill Financial Advisors, LLC for 23 years. He is also involved in selling and servicing fixed insurance products, including term life, disability, long-term care, critical illness insurance, and executive compensation benefits. Abbey Hill Financial Advisors provides personalized financial planning and both discretionary and non-discretionary investment management to individuals, trusts, estates, and retirement plans. The firm employs a structured investment approach focused on global diversification, risk management, tax efficiency, and low-cost investment vehicles, serving approximately 60 clients with about $86 million in assets under management.

Kevin Kinghorn is a financial advisor with Kinghorn Law, LLC in Tucson, Arizona, holding a Series 65 credential and six years of industry experience. He is also a licensed attorney and owner of Kinghorn Law, LLC, where he provides estate planning and related legal services. Outside of his advisory and legal work, Kinghorn serves as a volunteer director for the Catalina Council Boy Scouts of America, a nonprofit organization serving youth in Southern Arizona. Kinghorn Law, LLC offers advisory services primarily as a co-advisor, referring clients to a third-party manager, Matson Money, for discretionary asset management. The firm serves individuals, high-net-worth clients, and business entities, and also provides educational seminars, legal services, and licensed insurance products.