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.

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.

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.

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.

John Levin is a financial advisor with Levin Funding Group LLC in Tucson, AZ, holding the ChFC® designation and Series 63 and 65 licenses. He has 23 years of industry experience, including over a decade with AXA Advisors and concurrent business consulting roles through Levin Motorsports Management, LLC. Levin also serves as a board member for New First Financial Resources, an insurance producer group. Levin Funding Group LLC offers discretionary investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, and small businesses. The firm customizes portfolios based on client objectives and risk profiles, utilizing passively managed asset-class and index funds, model portfolios, and independent third-party managers.

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.

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.

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.

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.

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.

David D'Eredita is a financial advisor at Rise Private Wealth Advisors with 12 years of industry experience. He holds a Series 65 credential and has worked in various advisory roles since 2010, including founding his own sole proprietorship in 2019. In addition to his advisory work, he is a licensed insurance agent and spends part of his time offering related services. Rise Private Wealth Advisors serves individual and high-net-worth clients, managing approximately $50.7 million across about 116 accounts. The firm focuses on long-term, buy-and-hold investment strategies with strategic asset allocation, tax-aware positioning, and regular portfolio reviews.

Jeffrey Matchett Robles is a CFP®-designated financial advisor with five years of industry experience. He has been with Gordian Advisors, LLC since 2020 and previously worked at Waterfall Economidis et al and Clifton Larson Allen. 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 no-load mutual funds and ETFs, managing several hundred million in client assets through a three-advisor team, each holding the CFP designation.