Cody Peck is a financial advisor at Mahogany Financial Strategies LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services and Iliad Wealth Solutions. Outside of his advisory work, he serves as a board member for Sands Club, a private business club, and as treasurer of Reach for the Stars, a nonprofit focused on youth mental health and STEM education. He is also a partner in Network Outdoors, LLC, a company that supports networking for outdoorsmen. Mahogany Financial Strategies provides investment management and retirement-plan consulting primarily for qualified retirement plans and institutional clients. The firm offers tailored investment programs and serves in both limited-scope 3(21) fiduciary and discretionary 3(38) investment manager roles, combining pension consulting with direct advisory services at a small, recently established scale.

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.

Victor Hess is a financial advisor at Buttonwood Advisors, LLC with 22 years of industry experience. He holds the PFS™ designation and Series 63 and 66 licenses. In addition to his advisory role since 2010, Hess operates a CPA practice specializing in tax planning and preparation. Buttonwood Advisors offers fee-for-service integrated financial planning and implementation support for individuals, high-net-worth clients, businesses, trusts, and estates. The firm focuses on financial education and client advocacy, coordinating with third-party specialists for investment management rather than managing assets directly.

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.

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.

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.

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.

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.

John Haubert is a Series 65-licensed advisor with 19 years of industry experience, currently with Zeches Wealth Management Group since 2014. He is also a certified public accountant with over 30 years at J Michaele Haubert CPA PC, providing tax preparation and accounting services. Zeches Wealth Management is a state-registered advisory team serving individual and high-net-worth clients with asset management, financial planning, and consulting. The firm combines investment advice with integrated tax planning through its affiliation with a separate CPA practice.

Conner Kleinsasser is a financial advisor at Ridge Capital Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Ridge Capital Advisors since 2020. In addition to his advisory role, he owns and operates CK Design, a web design business. Ridge Capital Advisors provides discretionary investment management and retirement-plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm employs investment strategies informed by fundamental, technical, and cyclical analysis and offers educational seminars, workshops, and referral services as part of its client offerings.

Shane Reed is a financial advisor at Schulz Financial Group in Tucson, AZ, holding a Series 66 designation with three years of industry experience. His prior work history includes roles at Commonwealth Financial Network, LPL Financial, and service in the U.S. Air Force for 20 years. Schulz Financial Group provides discretionary asset management and financial planning to individuals, trusts, estates, charitable organizations, and business entities, managing approximately $115 million in client assets. The firm’s investment approach follows Modern Portfolio Theory, emphasizing discretionary asset allocation, periodic rebalancing, and tax-loss harvesting, with a client-focused process that includes documented objectives and risk tolerance.

Denis Smirnov is a CFP® with 13 years of industry experience and has been with Gordian Advisors, LLC in Tucson, AZ since 2013. He holds the Series 63 designation and is part of a three-advisor team at Gordian Advisors. Gordian Advisors serves individuals, high-net-worth clients, trusts, and pooled retirement plans, providing portfolio management, comprehensive financial planning, and retirement-plan consulting on a fee-only basis. The firm emphasizes diversified asset allocation primarily through no-load mutual funds and ETFs, with fiduciary duties and practices that differ from many peers.

Juan Pantoja is a financial advisor with Financial Planning First, LLC in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to his current role, he has been involved with firms such as Imus Wilkinson Investment Management, LLC and Synergy Financial, LLC. Outside of financial advising, he is actively engaged in managing businesses related to commercial real estate and flooring supply. Financial Planning First serves individuals, trusts, estates, employer retirement plans, and business entities by providing portfolio management, financial planning, and retirement consulting. The firm uses a fiduciary, goals-based investment approach focused on asset allocation, mutual funds, ETFs, fundamental analysis, and offers discretionary management along with the use of third-party sub-advisors and unified managed accounts.

Jeffrey Vogan is a financial advisor with Premiere Wealth Advisors, LLC in Tucson, AZ, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has worked at Premiere Wealth Advisors since 2018 and previously at Horter Investment Management from 2015 to 2018. Vogan also serves as the Tucson Chapter President of the American Financial Education Alliance, a nonprofit focused on financial education. Premiere Wealth Advisors is an independent investment adviser that provides portfolio management through third-party sub-advisers and offers estate and tax planning to clients. The firm’s approach centers on selecting and monitoring sub-advisers using quantitative and qualitative criteria and providing client education through public materials and workshops.

Theodore Goodyear is a financial advisor at Abbey Hill Financial Advisors, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Parkwoods Wealth Partners, Vuree International, and Deutsche Bank Securities Inc., among other firms. Outside of his advisory work, he is the founder of Aether Investments LLC and is involved in drone videography. Abbey Hill Financial Advisors provides personalized financial planning and both discretionary and non-discretionary investment management for individuals, trusts, estates, and pension and profit-sharing plans. The firm emphasizes a structured investment approach focused on global diversification, risk management, tax efficiency, and low-cost investment vehicles, serving approximately 60 clients with around $86 million in assets under management.

David Hamra is a CFP® with 15 years of industry experience and has been with Gordian Advisors, LLC since 2002. He holds Series 63, 65, and 66 licenses and is based in Tucson, AZ. Gordian Advisors serves individuals, high-net-worth clients, trusts, and pooled retirement plans, offering portfolio management, comprehensive financial planning, and retirement-plan consulting on a fee-only basis. The firm emphasizes diversified asset allocation using primarily no-load mutual funds and ETFs, with a small, three-advisor team managing several hundred million in client assets.