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.

Arumayta Arguello is a CFA® charterholder with 11 years of industry experience. She has worked at Sterling Investment Management, LLC since 2015 and is part of a four-advisor team based in Tucson, AZ. Sterling Investment Management provides discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, trusts, foundations, and public entities. The firm applies a value-oriented, research-driven approach with a long-term investment horizon and offers customized portfolios tailored to clients’ risk tolerance and objectives.

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.

Nicholas Healy is a CFP® and CFA® with 24 years of industry experience. He is a principal at Sunrise Wealth Management, LLC, where he has worked since 2008, and he also co-owns Healy & Associates, a firm providing tax planning and preparation services to individuals and small businesses. During tax season, he allocates significant time to tax matters alongside his investment advisory duties. Sunrise Wealth Management is an independent advisory firm serving individual clients with financial planning and investment management, including retirement accounts and trusts. The firm uses a combination of fundamental and technical analysis to manage diversified portfolios guided by individualized investment policy statements, primarily on a discretionary, long-term basis.

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.

Jason Ruther is a financial advisor at Capital West Partners, LLC in Tucson, AZ, holding Series 63 and Series 65 designations with 22 years of industry experience. He has been with Capital West Partners since 2004. Capital West Partners provides customized investment management and financial consulting to individuals, related trusts and estates, retirement accounts, corporate accounts, pension and profit-sharing plans, and charitable institutions. The firm emphasizes individually tailored portfolios using a combination of fundamental, cyclical, charting, and technical analysis, and may engage third-party sub-advisers as part of its investment approach.

David Shepherd is a CFP® and ChFC® with 36 years of industry experience. He is the principal of Shepherd Wealth & Retirement LLC in Tucson, AZ, where he has worked since 2019. Prior to this, he held roles at LPL Financial, LLC and has been involved with Retirement Financial Services, Inc., an insurance-related business, since 1986. Shepherd Wealth & Retirement advises individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans. The firm provides portfolio management, retirement-plan consulting, and financial planning, utilizing a range of investment strategies including mutual funds, ETFs, individual securities, and derivatives for hedging and tactical exposure.

Alastair Stansfield is a CFP® and Series 66-registered financial advisor with 10 years of industry experience. He has worked at Rise Private Wealth Advisors since 2020, following positions at Premiere Wealth Advisors, Merrill, G.F. Investment Services, and Secure Investment Management. In addition to his advisory role, he is a licensed insurance agent specializing in life insurance and annuities. 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 periodic rebalancing, offering discretionary management and comprehensive financial planning.

Ashlyn Tucker is a financial advisor at RMH Investment Management, LLC with a Series 65 designation and three years of industry experience. Prior to joining RMH Investment Management in 2023, she worked at The Vanguard Group and FirstBank Holding Co., and she was affiliated with The University of Arizona and CSO Architects earlier in her career. RMH Investment Management provides discretionary investment management and consulting services primarily to individual investors, trusts, estates, and retirement plans. The firm employs a combination of fundamental and technical analysis with tactical and strategic asset allocation, serving clients through a small, two-adviser team managing nearly $98 million in assets.