Mark Silverman is a CFP® with 18 years of experience in financial advising. He has led Silverman + Associates Wealth Management, LLC since 2011 and has been involved with Silverman & Associates since 2008. Outside of his advisory role, he participates periodically in a radio show called $aving With $ilverman. Silverman + Associates Wealth Management, LLC provides discretionary investment management and financial planning for individual and high-net-worth clients. The firm manages portfolios based on client goals and risk tolerance, utilizing external managers and held-away account tools, and conducts quarterly account reviews.

Benjamin Goldberg is the principal of Enlightened Advisors Wealth Management LLC in Tucson, AZ, holding Series 65 and Series 66 licenses with 19 years of industry experience. He previously worked at H.D. Vest Advisory Services and H.D. Vest Investment Services from 2009 to 2017 and has owned Q&A Insurance Agency since 2015. Goldberg also owns Enlightened Advisors LLC, the entity he uses to conduct insurance business. Enlightened Advisors Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $8.35 million across about 42 relationships. The firm develops customized Investment Policy Statements and implements portfolios using a range of investment products, operating primarily on a non-discretionary basis and requiring explicit client approval for trades.

Daniel Jewell is the principal and sole advisor at Jewell Wealth Management Inc. in Tucson, AZ, holding Series 63 and Series 65 licenses with 11 years of industry experience. He previously worked at Horter Investment Management, LLC, and also owns Jewell Financial & Insurance Solutions Inc., where he is involved in insurance sales. Jewell Wealth Management is an independent, single-advisor firm providing discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and modern portfolio theory analyses, utilizing model-based portfolios managed in-house or by third-party sub-advisers.

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.

Natalie Fernandez is a financial advisor at Trivera Wealth Management, LLC with 27 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at Meridian Wealth Management, LLC and Greenberg Financial Group. She is also involved as a managing member and part owner of Meridian Wealth Management West, LLC and related holding companies. Trivera Wealth Management provides discretionary and non-discretionary portfolio management, integrated financial planning, and retirement plan consulting to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, estates, and corporations. The firm utilizes both fundamental and technical analysis and offers a range of investment strategies across multiple asset classes, with a notable focus on retirement plan and pension consulting.

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 with 27 years of industry experience. He is the sole advisor at Sabino Investment Management, L.L.C., where he has worked since 1999, except for a one-year period at Dynamic. Sabino Investment Management provides discretionary investment management and financial planning to individuals, trusts, nonprofit organizations, and retirement plans. The firm employs a fundamental, value-oriented investment approach, focusing on low-expense funds and conducts ongoing portfolio reviews for its plan clients, particularly avoiding target-date funds.

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.

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 worked previously at Beckett Collective, Fortress Investment Advisors, and Wells Fargo. Gelso co-owns 6|21 Private Wealth and Beckett Collective, where he provides financial advice and dedicates a portion of his time during securities trading hours. 6|21 Private Wealth serves a selective client base including retirement plan sponsors, family offices, and foundations. The firm focuses on diversified asset allocation using low-cost ETFs and index funds, offering both tailored and model portfolio strategies alongside educational seminars and third-party manager recommendations.

Steven Graham is a financial advisor at Allied Portfolio Management, Inc. based in Tucson, AZ, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Allied Portfolio Management since 1999 and previously worked at Waterloo Capital starting in 2026. Allied Portfolio Management serves individuals, trusts, estates, charitable organizations, foundations, and corporate pension or profit-sharing plans, employing a structured, asset-class approach based on Modern Portfolio Theory with customized strategies tailored to clients’ financial goals. The firm combines personalized advisor relationships with automated investment tools and manages about $209 million across approximately 137 client accounts.

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.