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.

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.

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.

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.

Giulia King is a financial advisor at Align Wealth Management, LLC in Tucson, AZ, holding a Series 65 designation with two years of industry experience. Prior to joining Align Wealth Management, she worked at Visual Lease and Pay Ready, among other companies. Align Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management, pension and 401(k) consulting, and financial planning. The firm employs a range of analytical approaches and operates with discretionary trading authority, focusing on long-term strategies and ongoing portfolio monitoring.

Daniel Northrop is a Series 65 licensed advisor at Wilkinson Wealth Management, LLC in Tucson, AZ, with two years of industry experience. His prior experience includes roles at Commerce Bank of Arizona and Wintrust community banks. Wilkinson Wealth Management provides investment advisory services to individuals, trusts, pension plans, and business entities, managing approximately $165 million across 200 client relationships. The firm utilizes a combination of fundamental and technical analysis, strategic asset allocation, and active portfolio monitoring, integrating third-party money managers and offering broad planning services that include corporate and real estate topics.

Brandy Maben is a financial advisor at WindRock Wealth Management with six years of industry experience. She holds the Series 66 designation and has worked at firms including Levin Funding Group and KMS Financial. Outside of finance, she directs Arizona Swim Camp, a youth swim camp she has been involved with since 2015, and participates in nonprofit and professional organizations such as the MECP2 Duplication Foundation and the Southern Arizona Estate Planning Council. WindRock Wealth Management serves high-net-worth individuals, family offices, and retirement-plan sponsors by providing discretionary portfolio management, family office solutions, and fiduciary retirement-plan consulting. The firm employs a macroeconomic, multi-year asset-allocation approach and offers access to traditional and alternative investments, including private placement opportunities.

William Holliday is a CFP® and holds a Series 65 license with 20 years of industry experience. He has been with AIO Financial, LLC since 2004. Outside of his advisory role, he serves as a volunteer director for Promex Group, a nonprofit supporting charitable projects in Mexico. AIO Financial provides personalized, fee-only financial planning and investment advice to individuals, families, trusts, estates, and small businesses, serving both high-net-worth and non-HNW clients. The firm emphasizes diversified, functional asset allocation and operates primarily on a non-discretionary basis, implementing trades only with client authorization.

Edward Zeches is a financial advisor with Zeches Wealth Management in Tucson, AZ, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has managed his independent advisory firm since 2014 while maintaining an affiliation with LPL Financial since 2000. In addition to his advisory work, Zeches operates a certified public accounting practice that provides tax preparation 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 offers tailored portfolios using fundamental, technical, and charting analysis, and integrates tax planning through its affiliated CPA practice.

Donja Cluff is a financial advisor with Paradigm Money Management, LLC in Tucson, AZ, holding a Series 66 credential and six years of industry experience. Prior to joining Paradigm in 2020, she worked at several firms including Centaurus Financial Inc. and has been affiliated with both United Financial Freedom and Freedom Equity Group since 2019. She also has experience running an events company and involvement with the Tucson Hispanic Chamber of Commerce. Paradigm Money Management provides financial planning and retirement-plan advisory services primarily to individuals and business entities, focusing on tiered planning engagements and 3(21) ERISA plan support. The firm acts as a planner and coordinator, recommending third-party managers and advisory platforms rather than managing assets directly.

Isaac Holton is a financial advisor at Holton & Kosanke Wealth Management, LLC in Tucson, AZ. He holds a Series 65 designation and has one year of industry experience, including prior roles at EagleBank. Holton & Kosanke Wealth Management provides financial planning and investment consultation to individuals, small businesses, and retirement plan sponsors, often recommending and monitoring third-party investment managers. The firm offers educational workshops and emphasizes planning and coordination rather than direct portfolio management.

Jonathan Illig is a financial advisor at Prudent Prospera Planning, Inc. in Tucson, AZ, with 13 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at ARP Advisors, LLC, Gebhardt Group, Inc., and Advanced Retirement Planning, LLC, where he also provides consulting on case analysis for independent agents. Prudent Prospera Planning offers financial planning and advisory services to individual and business clients, including high-net-worth households. The firm focuses on written financial plans supported by asset-allocation analysis, third-party research, and risk modeling, recommending and monitoring third-party investment advisers rather than managing assets directly.

Nicholas Healy is a CFP® and CFA® with 24 years of industry experience. He is a principal at Sunrise Wealth Management, LLC, where he has worked since 2008, and he also co-owns Healy & Associates, a firm providing tax planning and preparation services to individuals and small businesses. During tax season, he allocates significant time to tax matters alongside his investment advisory duties. Sunrise Wealth Management is an independent advisory firm serving individual clients with financial planning and investment management, including retirement accounts and trusts. The firm uses a combination of fundamental and technical analysis to manage diversified portfolios guided by individualized investment policy statements, primarily on a discretionary, long-term basis.

Jason Ruther is a financial advisor at Capital West Partners, LLC in Tucson, AZ, holding Series 63 and Series 65 designations with 22 years of industry experience. He has been with Capital West Partners since 2004. 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 may engage third-party sub-advisers as part of its investment approach.

David Shepherd is a CFP® and ChFC® with 36 years of industry experience. He is the principal of Shepherd Wealth & Retirement LLC in Tucson, AZ, where he has worked since 2019. Prior to this, he held roles at LPL Financial, LLC and has been involved with Retirement Financial Services, Inc., an insurance-related business, since 1986. Shepherd Wealth & Retirement advises individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans. The firm provides portfolio management, retirement-plan consulting, and financial planning, utilizing a range of investment strategies including mutual funds, ETFs, individual securities, and derivatives for hedging and tactical exposure.

Samuel Blum is a financial advisor at Sunrise Wealth Management, LLC in Tucson, AZ, holding a Series 66 designation with 12 years of industry experience. His career includes roles at Blum Capital Management LLC, Cetera Advisor Networks LLC, VOYA Financial Advisors, and operating as a sole proprietor. Blum serves as president of the Brainerd Blue Line Boosters and is an at-large board member for the Brainerd Amateur Hockey Foundation, both nonprofit organizations. Sunrise Wealth Management is an independent advisory firm serving primarily individual clients with services that include financial planning and investment management. The firm’s investment approach combines fundamental and technical analysis across multiple asset classes, with most accounts managed on a discretionary basis using individualized Investment Policy Statements.

Michael Cloutier is a financial advisor at Clout Inc. Advisors in Tucson, AZ, with 38 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has been associated with his current firm and related entities since 1990. Clout Inc. Advisors provides investment advisory services to individuals, trusts, estates, business entities, and profit-sharing plans, managing approximately $8 million for around 60 clients. The firm follows a bottom-up value investment approach with a focus on special situations and turnaround candidates, offering discretionary portfolio management alongside financial planning and business consultations.

Samuel Hawtree is a CFP® with 43 years of industry experience, currently serving at Hatree Advisory Group, LLC, where he has worked since 2002. He previously worked at Ceros Financial Services, Inc. from 2009 to 2016 and has operated Hawtree Financial Services since 1981. Outside of advisory work, he is a notary public. Hatree Advisory Group, LLC provides asset management, variable annuity monitoring, and financial planning services to individual clients, including high-net-worth households. The firm employs a tactical investment approach using relative strength and technical analysis across five model portfolios, offering both discretionary and non-discretionary portfolio management tailored to client goals and risk tolerances.

James Rayroux is a financial advisor at 6|21 Private Wealth in Tucson, AZ, holding Series 65, 66, and 63 licenses with five years of industry experience. Prior to joining 6|21 Private Wealth, he worked at New York Life and MassMutual. He is also the owner of Spinnaker Health, LLC, a brokerage firm specializing in group life and health insurance products. 6|21 Private Wealth provides financial planning, investment management, and retirement plan services to a selective client base including retirement plan sponsors, family offices, and foundations. The firm’s investment approach focuses on diversified asset allocation using low-cost ETFs and index funds, with some individual securities, bonds held to maturity, and private market considerations, offering tailored and model portfolio strategies on a discretionary basis.