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.

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.

Brooks Larson is a financial advisor with Wealth Planning Advisors LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 13 years of industry experience. He has operated his own firm, Brooks Larson, LLC, since 1994 and has been self-employed in financial planning since 1991. Larson is involved in a family estate planning LLC unrelated to real estate transactions. Wealth Planning Advisors LLC is a small, fee-only advisory practice serving individual investors and employer plan sponsors. The firm provides investment management, financial planning, retirement-plan consulting, and educational seminars, with additional tax, bookkeeping, and payroll services offered through an affiliated accounting entity.

Nicholas Trujillo is a financial advisor with Schulz Financial Group in Tucson, AZ, holding a Series 66 designation and three years of industry experience. His career includes roles at Commonwealth Financial Network, LPL Financial, U.S. Bank, and Vantage West Credit Union. He is also involved in fixed insurance sales, dedicating part of his business hours to this activity. 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 employs an investment approach guided by Modern Portfolio Theory with discretionary asset allocation, periodic rebalancing, and quarterly account reviews tailored to client objectives and risk tolerance.

Karina Maher Viles is a financial advisor at Retirement Evolutions Wealth Management LLC with a Series 66 designation and one year of industry experience. Prior to joining Retirement Evolutions, she worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. She was also affiliated with Krisway Inc for 18 years. Retirement Evolutions Wealth Management LLC provides investment supervisory services and financial planning to individual and high-net-worth clients, managing approximately $89.6 million across about 517 accounts. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in its investment process and offers discretionary portfolio management with at least quarterly reviews.

John Davis is a CFP® professional with 30 years of experience in the financial advisory industry. He has been with NRG Wealth Management since 2003 and previously worked at LPL Financial LLC and United Capital Financial Advisers, LLC. Outside of his advisory role, he is an author who maintains a book, related classes, and a blog. NRG Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and modular financial guidance, employing a Blueprint process and a core-and-satellite investment approach tailored to each client’s goals and circumstances.

Michael Shipley is a financial advisor at Kinghorn Law | Financial in Tucson, AZ, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Kahuna Marketing and the Church of Jesus Christ of Latter-Day Saints. Kinghorn Law, LLC provides advisory services primarily as a co-advisor, referring clients to a single third-party manager, Matson Money, for discretionary asset management. The firm serves individuals, high-net-worth clients, and business entities, and also offers educational seminars as well as legal and insurance services.

Andrea Atencio is a financial advisor at Schulz Financial Group in Tucson, AZ, holding a Series 66 designation with 10 years of industry experience. She previously worked at Northern Trust Securities, Inc. for nearly a decade before joining her current firm in 2026. Schulz Financial Group provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, managing approximately $115 million in client assets. The firm follows a Modern Portfolio Theory-based approach with ongoing portfolio management, periodic rebalancing, and quarterly reviews tailored to client objectives and risk tolerance.

Devin Welch is a CFP® professional with 24 years of industry experience, currently affiliated with Treiberg Wealth Management in Tucson, AZ, where he has worked since 2009. He also maintains a real estate license and coaches youth soccer through Amphi Public Schools and Tucson Soccer Academy. Treiberg Wealth Management provides discretionary, fee-based portfolio management and financial planning primarily for individual and high-net-worth clients, offering tailored investment solutions across various asset classes and serving small businesses, estates, and other entities. The firm manages client accounts on a discretionary basis through LPL Financial’s Strategic Wealth Management platform and sponsors a wrap fee program uncommon among similarly sized supported advisors.

Monica Salazar is a financial advisor at NRG Wealth Management with eight years of industry experience. She holds the Series 65 designation and has worked at NRG Wealth Management since 2015, including two years affiliated with LPL Financial. NRG Wealth Management serves individual and high-net-worth clients through discretionary portfolio management and modular financial guidance. The firm employs a Blueprint process and applies modern portfolio theory and a core-and-satellite approach to build individualized Investment Policy Statements tailored to client goals and circumstances.

Stefanie Morgan is a CFP® professional with 27 years of industry experience, currently serving at NRG Wealth Management since 2010. She previously worked at United Capital Financial Advisers, LLC and LPL Financial LLC. NRG Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and modular financial guidance, employing a Blueprint process and modern portfolio theory to tailor investment strategies. The firm emphasizes individualized Investment Policy Statements and regular account reviews.

Arumayta Arguello is a CFA® charterholder with 11 years of industry experience. She has worked at Sterling Investment Management, LLC since 2015 and is part of a four-advisor team based in Tucson, AZ. Sterling Investment Management provides discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, trusts, foundations, and public entities. The firm applies a value-oriented, research-driven approach with a long-term investment horizon and offers customized portfolios tailored to clients’ risk tolerance and objectives.

Peter Fugger is a financial advisor at NRG Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Trueshot Gun Club and Spencer's TV and Appliance. NRG Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and modular financial guidance, using a detailed Blueprint process and a core-and-satellite investment approach tailored to each client’s unique circumstances.

Taylor Vogan is a financial advisor with Premiere Wealth Advisors, LLC in Tucson, AZ. He holds a Series 65 credential and has one year of industry experience. Prior to joining Premiere Wealth Advisors, he worked at BLVD Management, LLC, Real Property Acquisitions, LLC, and Deloitte & Touche LLP. Vogan also operates Vogan Consulting, LLC, providing bookkeeping and fractional accounting services. Premiere Wealth Advisors serves individuals, trusts, corporations, and other entities by offering portfolio management through third-party sub-advisers along with financial planning and educational seminars. The firm focuses on selecting and monitoring sub-advisers aligned with client risk preferences and emphasizes outreach through retirement guides and no-cost workshops.

Richard Mundinger is a CFA® charterholder with 30 years of experience in the investment industry. He is a principal at RMH Investment Management, LLC, where he has worked since 2008, following a prior role at Imus Wilkinson & Mundinger Investment Management, LLC. RMH Investment Management provides discretionary investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines technical and fundamental analysis with tactical and strategic asset allocation, utilizing a diverse range of investment instruments and offering educational seminars for clients.