Mark Debenedetti is a Series 65-licensed financial advisor with 15 years of industry experience. He is the owner of DeBenedetti & Co, a certified public accounting practice he has operated since 2003. Debenedetti is based in Tucson, AZ. NOVA Financial Services is an SEC-registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and corporate clients with asset management, financial planning, and pension consulting. The firm employs a client-focused process that includes goal assessment, risk evaluation, and ongoing account monitoring, recommending a limited selection of investments based on fundamental, technical, and quantitative analysis.

Stephen Mehr is a financial advisor at Forthright Capital with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at firms including Brookstone Capital Management and MassMutual. Outside of finance, Mehr has taught voice lessons since 2013. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets for individuals, retirement plans, corporations, and charitable organizations. The firm primarily uses passive investment management with model portfolios and conducts regular portfolio reviews to ensure oversight and due diligence.

Blake Bjordahl is a financial advisor with Nova Financial Services in Tucson, AZ, holding a Series 66 designation and over 36 years of industry experience. He has worked with several firms, including Mutual Securities, Ministry Partners Securities, Vanderbilt Advisory Services, Absolute Capital Management, and Centaurus Financial. In addition to his advisory role, he provides compliance consulting through Compliance Works. Nova Financial Services is an SEC-registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm offers portfolio management, financial planning, and pension consulting, using a process that involves goal assessment, ongoing monitoring, and a select range of investments analyzed through fundamental, technical, and quantitative methods.

Cole Fischer is a financial advisor with NOVA Financial Services in Tucson, AZ. He holds a Series 65 designation and has been with the firm since 2026. His prior background includes time as a student and periods of unemployment before entering the financial industry. NOVA Financial Services is an SEC-registered investment adviser that serves individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm provides asset management, financial planning, pension consulting, and referrals to third-party money managers, employing a process that includes client goal assessment, ongoing monitoring, and portfolio rebalancing.

Brandon Hodgeson is a CFP® with nine years of industry experience. He has worked at Cambridge Financial Group, LLC since 2017 and previously held roles at J.P. Morgan Securities and JPMORGAN Chase Bank. Cambridge Financial Group serves individuals and families, including high-net-worth clients, offering comprehensive financial planning and discretionary portfolio management with integrated tax, estate, risk-management, and retirement services. The firm emphasizes tax-aware portfolio construction using no-load mutual funds, ETFs, fixed income, and may provide cryptocurrency exposure for suitable clients.

Daniel Cossette is a CFP® professional with three years of industry experience. He has worked at Cambridge Financial Group, LLC since 2023 and previously held roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Outside of his financial advisory work, his family is involved with Heal Equine, LLC, which provides Equine Facilitated Life Skills for adults and children. Cambridge Financial Group serves individuals and families, including high-net-worth clients, offering holistic financial planning and discretionary portfolio management with integrated tax, estate, risk management, and retirement planning services. The firm employs a fee-only model and builds portfolios tailored to clients’ tax situations, risk tolerance, and goals, using primarily no-load mutual funds, ETFs, fixed income, and cash instruments, while also providing cryptocurrency exposure for qualified clients.

Douglas Riegger is a financial advisor at Southwest Investment Advisors, Inc. in Tucson, AZ, holding a Series 66 designation with two years of industry experience. He has worked at LPL Financial LLC and Southwest Investment Advisors since 2023. Prior to his financial advisory career, he held various roles including ownership of a sole proprietorship and involvement in the hospitality sector. Southwest Investment Advisors primarily serves individual investors and pension-plan clients, offering discretionary investment management, portfolio reviews, and standalone financial planning. The firm manages approximately $325.7 million in client assets and employs an asset allocation approach based on Modern Portfolio Theory, utilizing a range of packaged investment vehicles and fixed-income securities.

Jeffrey Johnson is a financial advisor at Nova Financial Services with 26 years of industry experience. He holds the Series 66 designation and has worked at Nova Financial and Mutual Securities since 2016. In addition to his advisory role, he operates an independent insurance agency as a sole proprietor. Nova Financial Services is an SEC-registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm provides asset management, financial planning, and pension consulting, employing a disciplined process that includes client goal assessment, ongoing account monitoring, and a selective investment approach utilizing mutual funds, ETFs, equities, and fixed income.

Jeremy Rabalais is a financial advisor at Secure Investment Management, LLC with 17 years of industry experience. He holds a Series 65 credential and has worked at several firms including Puritan Investment Advisors, Inc., Puritan Financial Group, AE Wealth Management, LLC, and Soundincome Strategies LLC. He is also the owner of TPC Financial Group, LLC, where he is involved in fixed insurance sales and services. Secure Investment Management serves individuals, business entities, trusts, and estates, offering financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds, ETFs, third-party managers, and direct indexing, with portfolios customized by independent advisers to meet client objectives.

Joshua Mellberg is a financial advisor with Secure Investment Management, LLC in Tucson, AZ, holding a Series 65 license and bringing 20 years of industry experience. He has been with Secure Investment Management since 2012 and owns JD Mellberg Financial, which provides insurance marketing, product development, and lead generation services. Outside of advisory work, he is involved in managing several business entities related to insurance sales and e-commerce. Secure Investment Management serves individuals, business entities, trusts, and estates with financial planning, discretionary portfolio management, and separately managed accounts. The firm employs a quantitative, factor-based investment approach centered on Modern Portfolio Theory and long-term, diversified allocations using low-cost mutual funds, ETFs, and third-party managers.

Alicia Klein is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Cambridge Financial Group, LLC since 2011. She holds a Series 65 license and participates in professional organizations as a board member for both the Financial Planning Association of Southern Arizona and the Arizona College of Podiatric Medicine. Cambridge Financial Group provides holistic financial planning and investment advisory services to individuals and families, including high-net-worth clients. The firm integrates investment management with tax, estate, retirement, and risk-management planning, typically managing accounts on a discretionary basis and tailoring portfolios to clients’ tax situations, risk tolerance, and goals.

Jacob Brown is a financial advisor at Southwest Investment Advisors, Inc. in Tucson, AZ, holding a Series 66 designation with one year of industry experience. His prior work includes roles at LPL Financial and Inside Real Estate. Southwest Investment Advisors serves individual clients, including high-net-worth households, and pension plans with discretionary portfolio management and financial planning services. The firm uses an asset-allocation approach based on Modern Portfolio Theory and manages client assets primarily through mutual funds, ETFs, and fixed-income instruments.

Mary Cherba is a financial advisor at Financial Directions LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Retirement Plan Solutions, LLC, and Triad Advisors, Inc. She also prepares individual tax returns for a select group of advisory clients. Financial Directions LLC provides discretionary investment supervisory services and individual portfolio management primarily for individuals, high-net-worth clients, and small business owners, using a personalized approach that emphasizes asset allocation tailored to each client.

Timothy Taschler is a financial advisor at Regal Advisory Services, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at Regal Advisory Services since 2022, following six years at Sprott Global Resource Investments Ltd. Regal Advisory Services, Inc. serves individuals, including high-net-worth clients, as well as retirement plans, trusts, foundations, and business entities. The firm provides financial planning, portfolio management, and retirement plan advisory services using a combination of fundamental and quantitative research across various managed account programs.

David Bowen is a CFP® professional with 30 years of experience in the financial services industry. He is currently with Southwest Investment Advisors, Inc., where he has worked since 2024, following a 22-year tenure at LPL Financial, LLC. Bowen also manages a separate business entity for tax and investment purposes. Southwest Investment Advisors primarily serves individual clients, including high-net-worth households, and pension plans. The firm uses an asset-allocation approach based on Modern Portfolio Theory, offering discretionary portfolio management and financial planning services, with a focus on model portfolios and packaged investments.

Bonnie Courtney is a financial advisor with Cambridge Financial Group, LLC in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Cetera Advisors-affiliated firms and Barre3 Tucson. Cambridge Financial Group serves individuals and families, including high-net-worth clients, by providing holistic financial planning and investment advisory services that integrate tax, estate, retirement, and risk-management disciplines. The firm typically manages accounts on a discretionary basis and constructs portfolios tailored to clients’ tax situations, risk tolerance, and goals.

Victor Denigris is a financial advisor at Nova Financial Services in Tucson, AZ, holding Series 65 and Series 66 licenses with 23 years of industry experience. He has been with Nova Financial LLC and Mutual Securities since 2011. Outside of his advisory role, he operates as an independent insurance agent focused on fixed insurance products. Nova Financial Services is an SEC-registered investment adviser that serves individuals, trusts, pension and profit-sharing plans, and corporate clients with asset management, financial planning, and pension consulting. The firm employs a client-focused process involving goal assessment, ongoing monitoring, and periodic rebalancing, using a limited selection of investments and a combination of fundamental, technical, and quantitative analysis.

John Keefe is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Secure Investment Management, LLC. His prior roles include positions at Brookstone Capital Management and Bay Tree Capital Management. He is also the managing member and majority shareholder of KWM Group, LLC, a non-investment related business formed for income and expense sharing purposes. Secure Investment Management serves individuals, business entities, trusts, and estates, offering financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory and long-term, diversified allocations using low-cost mutual funds, ETFs, and third-party managers.

Jacob Kagele is a financial advisor at Nova Financial Services with 23 years of industry experience. He holds the Series 66 designation and has worked at Nova Financial since 2009, previously associated with Mutual Securities Inc. Outside of his advisory role, Kagele serves on the boards of the Blair Charity Group and the Catholic Tuition Support Organization. Nova Financial Services is an SEC-registered investment adviser that provides asset management, financial planning, and pension consulting for individuals, trusts, retirement plans, and business clients. The firm manages approximately $391 million in assets and offers portfolio management using fundamental, technical, and quantitative analysis across various investment products.

Andrew Clarke is a financial advisor at Southwest Investment Advisors, Inc. in Tucson, AZ. He holds Series 65 and Series 66 licenses and has one year of industry experience. Prior to his current role, he worked with several entities within the BASIS Educational group from 2016 to 2026. Southwest Investment Advisors primarily serves individual clients, including high-net-worth households, and pension plans. The firm employs an asset-allocation approach based on Modern Portfolio Theory, offering discretionary portfolio management alongside financial planning and portfolio review services.