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.

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.

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.

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.

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.