Christopher Chaffon is a financial advisor at Nova Financial Services with 17 years of industry experience. He holds the Series 66 designation and has been with Nova Financial LLC since 2015. 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, pension consulting, and referrals to third-party money managers, using a process that includes client assessment, ongoing monitoring, and periodic rebalancing.

Richard Zich is a financial advisor with Southwest Investment Advisors, Inc. in Tucson, AZ, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Southwest Investment Advisors and LPL Financial since 2019 and previously was involved with Coopers DIY, LLC. Outside of financial advising, he assists with accounting and website concepts for Trinity Diamonds Inc., a retail jewelry store run by his wife. Southwest Investment Advisors primarily serves individual investors and pension-plan clients, offering discretionary investment management, portfolio reviews, and financial planning. The firm manages approximately $325.7 million in client assets and employs an investment process based on Modern Portfolio Theory, utilizing model allocations and a variety of investment vehicles to meet client objectives.

Jared Keating is a CFP® with eight years of industry experience, currently with Secure Investment Management, LLC. His prior roles include positions at Edward Jones and two law firms, as well as completing law school. He holds the Series 66 designation and is based in Tucson, AZ. Secure Investment Management serves individuals, business entities, trusts, and estates, including both retail and high-net-worth clients. The firm employs a quantitative, factor-based investment approach rooted in Modern Portfolio Theory, utilizing low-cost mutual funds, ETFs, third-party managers, and direct indexing to tailor portfolios to client objectives.

Stanton Spackeen is a financial advisor at Financial Directions LLC in Tucson, AZ, holding Series 63 and Series 65 designations with 39 years of industry experience. He has been with Financial Directions since 1998. Financial Directions LLC provides discretionary investment supervisory services and individual portfolio management to individuals, high-net-worth clients, and small business owners. The firm employs a personalized investment approach that integrates fundamental, technical, and cyclical analysis, focusing on asset allocation tailored to each client rather than model portfolios.

Janice Powell is a financial advisor with Secure Investment Management, LLC in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at a range of firms, including Affinex Advisors LLC, Diversify Wealth Management, and Zions Capital Advisors, Inc. Powell serves as a board member of the National Society of Compliance Professionals. Secure Investment Management serves individuals, business entities, trusts, and estates with financial planning and discretionary portfolio management. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory, using diversified low-cost funds, ETFs, and tailored strategies to meet client objectives.

Alexandra Kusler is a financial advisor with Southwest Investment Advisors, Inc. in Tucson, AZ, holding a Series 66 credential and 15 years of industry experience. She has worked at LPL Financial, LLC since 2017 and previously at National Planning Corporation from 2015 to 2017. Kusler also serves as a Dave Ramsey Endorsed Local Provider as an independent contractor. Southwest Investment Advisors primarily serves individual investors and a smaller number of pension-plan clients, offering discretionary investment management, portfolio reviews, and financial planning. The firm manages approximately $325.7 million in client assets, using an asset allocation approach based on Modern Portfolio Theory and a range of investment vehicles, with most accounts managed on a discretionary basis.

Christopher Hambacher is a financial advisor with Financial Directions LLC in Tucson, AZ, holding Series 63 and Series 65 designations and 15 years of industry experience. He has been associated with both Financial Directions and Triad Advisors since 2009. Financial Directions LLC provides discretionary investment supervisory services and individual portfolio management primarily to individuals, high-net-worth clients, and small business owners. The firm employs a personalized investment approach that integrates fundamental, technical, and cyclical analysis with mutual fund and ETF evaluation, managing assets on a discretionary basis with a focus on tailored asset allocation.

Cole Mcclarren is a financial advisor with Cambridge Financial Group, LLC in Tucson, AZ, holding a Series 65 credential and 12 years of industry experience. He has been with Cambridge Financial Group since 2013. Cambridge Financial Group serves individuals and families, including high-net-worth clients, by providing holistic financial planning and investment advisory services that integrate investment management with tax, estate, retirement, and risk-management planning. The firm typically manages accounts on a discretionary basis, constructing portfolios tailored to each client’s tax situation, risk tolerance, and goals.

Roy Morris is a financial advisor with PFG Advisors in Phoenix, AZ, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Equitable Advisors, Axa Advisors, and Securities America, among others. PFG Advisors offers fee-based investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, and corporate clients. The firm combines macroeconomic allocation with fundamental and technical analysis, primarily using index-based ETFs, and provides access to various third-party platforms and wrap programs.

Frederick Adler is a financial advisor at Gibbs Wealth Management, LLC with over 20 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Adler Financial Services and Suncrest Wealth Management. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and model portfolios guided by various analytical approaches. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions in its investment process.

Charles Sera is a financial advisor at Dynamic with 13 years of industry experience. He holds a Series 65 designation and has worked at Catalina Wealth Partners, Yellowstone Partners, and Ferguson Investment Services. In addition to his advisory role, he is licensed to sell non-variable insurance products, including long-term care and fixed annuities. Dynamic serves a diverse client base, including individuals, trusts, pension plans, and other advisers. The firm offers portfolio management, financial planning, and sub-advisory services, often employing a client-specific, long-term investment approach that integrates various asset types and supports other advisers through technology and operational resources.

James Merkel is a financial advisor with PFG Advisors in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at United Planners, Securities America, Inc., LPL Financial, and operating under his own name since 2019. Merkel has been with PFG Advisors since 2015. PFG Advisors provides fee-based investment advisory services to a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and financial institutions. The firm offers discretionary and non-discretionary portfolio management, financial and retirement planning, and access to third-party money managers, implementing an investment approach that combines model portfolios, third-party managers, and a blend of macro allocation with fundamental, technical, and cyclical analysis.

Ryan Jackson is a financial advisor at Gradient Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Cooper Financial Investments, Cornerstone Enhanced Planning, and other financial firms. Outside of his advisory roles, Jackson is involved in an accounting and insurance agency business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that emphasizes client approval on transactions and employs multiple analytical approaches for portfolio management.

Carlos Poblano is a financial advisor at EverSource Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms including MAI Capital Management and Treloar & Heisel. Prior to his advisory career, he held roles outside finance such as at Farmers Insurance and in the hospitality industry. EverSource Wealth Advisors serves individual and institutional clients, providing wealth management, financial planning, investment advisory, and consulting services. The firm supports independent RIAs with turnkey asset management, sub-advisory services, and operates a private markets platform, employing multiple investment programs and offering values-based strategies and Life Impact® Stewardship Planning.

Ryan Graham is a CFP® and CFA® currently with Wedmont Private Capital, where he has worked since 2025. He has one year of industry experience and previously worked for Altfest Personal Wealth Management from 2017 to 2025 and PwC from 2015 to 2017. Wedmont Private Capital provides financial planning and discretionary investment management to individuals, charitable organizations, corporations, and employee benefit plans. The firm employs a primarily passive investment approach based on modern portfolio theory, utilizing low-cost index funds and outside managers for tailored mandates.

Christopher Korinek is a financial advisor with The Wealth Consulting Group and holds the ChFC® and Series 66 designations. He has 14 years of industry experience, including 15 years at Edward Jones before joining WCG Wealth Advisors and LPL Financial in 2026. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporations, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party programs.

Charles Andrew III is a financial advisor at EverSource Wealth Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked previously at CWM, LLC, Cetera Advisor Networks, Carson Wealth, and Larson Financial Group. Outside of his advisory role, he serves as a board member and volunteer for the Financial Planning Association and operates a consulting business focused on scalable productivity for business owners. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a detailed investor profiling process.

Lisa Zak is a financial advisor with Principal Financial Services in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Crest Insurance, Principal Life Insurance Company, and Princor Financial Services Corporation, and she is involved in sales support activities at Vetrano Financial Services. Outside of her advisory work, she has a notary commission but does not use it for business purposes. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm provides access to third-party money manager programs and financial planning with various promoter and referral arrangements.

Luke Reilly is a financial advisor with Principal Financial Services in Tucson, AZ, holding a Series 66 license and six years of industry experience. He previously worked at Alliance Group for five years and has been affiliated with Principal Securities Inc and Principal Life Insurance Company since 2020. Outside of his advisory role, he is licensed as an insurance agent specializing in life, annuities, disability, long-term care, health, and Medicare supplement products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

Kyle Jones is a financial advisor at Creative Planning with six years of industry experience. He holds a Series 65 license and previously worked at Fisher Investments for six years. His background also includes roles outside finance at Airrosti and a Chiropractic Auto Injury Clinic. Creative Planning provides wealth management and financial planning services to a diverse range of clients, including high-net-worth individuals and institutional plans. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, alongside selective private market exposure.