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.

Samuel Blum is a financial advisor at Sunrise Wealth Management, LLC in Tucson, AZ, holding a Series 66 designation with 12 years of industry experience. His career includes roles at Blum Capital Management LLC, Cetera Advisor Networks LLC, VOYA Financial Advisors, and operating as a sole proprietor. Blum serves as president of the Brainerd Blue Line Boosters and is an at-large board member for the Brainerd Amateur Hockey Foundation, both nonprofit organizations. Sunrise Wealth Management is an independent advisory firm serving primarily individual clients with services that include financial planning and investment management. The firm’s investment approach combines fundamental and technical analysis across multiple asset classes, with most accounts managed on a discretionary basis using individualized Investment Policy Statements.

Jon Magoch is a financial advisor at Retirement Evolutions Wealth Management LLC with 17 years of industry experience. He holds a Series 65 designation and has been involved with Retirement Navigators Wealth Management and Retirement Navigators Insurance Services since 2006 and 2008, respectively. Magoch is also a principal of JKM Motivational Inc. 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 and employs a combination of fundamental, technical, charting, and cyclical analysis in both long-term and short-term trading strategies.

Gary Imus is a financial advisor with Financial Planning First, LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked at Imus Wilkinson Investment Management, LLC for 12 years before joining his current firm in 2022. Outside of his advisory work, he is involved in property management as the owner of Agave Properties. Financial Planning First, LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and businesses, managing approximately $109 million in client assets. The firm focuses on asset allocation and diversification through mutual funds, ETFs, and institutional share classes, incorporating third-party managers and unified managed account services as appropriate.

Stephen Mattingly is a CFP® with 18 years of industry experience, currently serving as an advisor at Treiberg Wealth Management in Tucson, AZ. He has been with Treiberg Wealth Management since 2016 and also maintains a long-term affiliation with LPL Financial since 2009. Outside of his advisory role, he is involved with SEM Group, Inc., a business entity for tax and investment purposes. Treiberg Wealth Management provides discretionary, fee-based portfolio management and financial planning primarily for individual and high-net-worth clients, with additional services for small businesses, estates, and other entities. The firm manages accounts on LPL Financial’s Strategic Wealth Management platform and offers tailored investment strategies that may include complex instruments for qualified clients, as well as a wrap fee program uncommon among similarly sized supported advisors.

Michael Treiberg is a CFP® and ChFC® credentialed advisor with 29 years of industry experience. He is the principal at Treiberg Wealth Management in Tucson, AZ, where he has worked since 2016, following a 25-year tenure with LPL Financial, LLC. Outside of his advisory role, he is involved with a local fitness studio, Foothills Barre Studio. Treiberg Wealth Management provides discretionary asset management, financial planning, and consulting services to individuals, small businesses, estates, and institutional clients. The firm manages customized portfolios on a discretionary basis and is notable for sponsoring a wrap-fee program and incorporating artificial intelligence tools to support investment management.

Sandi Kinghorn is a Series 65-licensed financial advisor with Kinghorn Law | Financial in Tucson, AZ. She has over a decade of experience with Kinghorn Law, LLC, where she currently supervises law firm operations and department managers as a non-lawyer employee. Kinghorn Law serves individuals, high-net-worth individuals, and corporate clients by providing investment advisory services primarily through referrals to a single third-party discretionary manager. The firm also operates as a law practice and offers educational seminars and workshops, combining legal services and financial advice in a unique operational model.

Michael Cloutier is a financial advisor at Clout Inc. Advisors in Tucson, AZ, with 38 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has been associated with his current firm and related entities since 1990. Clout Inc. Advisors provides investment advisory services to individuals, trusts, estates, business entities, and profit-sharing plans, managing approximately $8 million for around 60 clients. The firm follows a bottom-up value investment approach with a focus on special situations and turnaround candidates, offering discretionary portfolio management alongside financial planning and business consultations.

Samuel Hawtree is a CFP® with 43 years of industry experience, currently serving at Hatree Advisory Group, LLC, where he has worked since 2002. He previously worked at Ceros Financial Services, Inc. from 2009 to 2016 and has operated Hawtree Financial Services since 1981. Outside of advisory work, he is a notary public. Hatree Advisory Group, LLC provides asset management, variable annuity monitoring, and financial planning services to individual clients, including high-net-worth households. The firm employs a tactical investment approach using relative strength and technical analysis across five model portfolios, offering both discretionary and non-discretionary portfolio management tailored to client goals and risk tolerances.

James Rayroux is a financial advisor at 6|21 Private Wealth in Tucson, AZ, holding Series 65, 66, and 63 licenses with five years of industry experience. Prior to joining 6|21 Private Wealth, he worked at New York Life and MassMutual. He is also the owner of Spinnaker Health, LLC, a brokerage firm specializing in group life and health insurance products. 6|21 Private Wealth provides financial planning, investment management, and retirement plan services to a selective client base including retirement plan sponsors, family offices, and foundations. The firm’s investment approach focuses on diversified asset allocation using low-cost ETFs and index funds, with some individual securities, bonds held to maturity, and private market considerations, offering tailored and model portfolio strategies on a discretionary basis.

Nathan Stutz is a financial advisor at Sterling Investment Management, LLC, holding a Series 65 designation with five years of industry experience. Before joining Sterling, he worked in various roles at Amphenol, Varo Bank, Intermountain Healthcare, UVU, and BYU. Sterling Investment Management offers discretionary investment management and financial planning to high-net-worth individuals, individual investors, and institutional clients. The firm employs a research-driven, value-oriented approach, combining macroeconomic analysis with fundamental security research to create customized portfolios across equities, fixed income, and alternative securities.

Luis Sanchez is a financial advisor at AIO Financial, LLC in Tucson, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining AIO Financial in 2023, he was affiliated with Leones Karate Team from 2020 to 2023 and the University of Sonora from 2015 to 2020. AIO Financial provides personalized, fee-only financial planning and investment advice to individuals, families, trusts, estates, and small businesses. The firm emphasizes diversified, functional asset allocation and operates primarily on a non-discretionary basis, serving both high-net-worth and non-HNW clients without accepting commissions or selling financial products.

David Oase is the sole advisor at Clout Inc. Advisors in Tucson, AZ, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has operated Oase Financial Services, LLC since 2006 and has been running David Oase CPA PC, a CPA and tax preparation business, since 1992. Outside of financial advising, he owns multiple aviation-related businesses that lease hangars to airplane owners at Ryan Field near Tucson. Clout Inc. Advisors provides investment advisory services to individuals, trusts, estates, business entities, and profit-sharing plans, managing approximately $8 million for about 60 clients. The firm employs a bottom-up value investment approach with discretionary portfolio management, financial planning, and business consultations.

Christopher Zeches is a CFP® professional with 16 years of experience in the financial services industry. He has been with Zeches Wealth Management since 2014 and maintains a long-standing association with LPL Financial dating back to 2009. Outside of advisory work, he is involved as a business owner of Zeches Family Publishing, LLC. Zeches Wealth Management is a state-registered advisory team serving individual and high-net-worth clients with tailored asset management, financial planning, and consulting services. The firm integrates investment management with tax planning and preparation through its affiliation with a certified public accounting practice.

Gary Kueker is a financial advisor at Markowski Investments with 17 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Brookstone Capital Management and S.C. Care & Associates. Markowski Investments offers personal financial planning and discretionary portfolio management to a diverse client base including individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs a multi-asset strategic allocation approach combining technical, fundamental, and chart analysis, with both long-term and tactical portfolio adjustments.

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.

Joseph Gross is a financial advisor with JGP Wealth Management, LLC in Tucson, AZ. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining JGP Wealth Management in 2018, he worked at Wells Fargo Advisors and Wells Fargo Clearing Services from 2009 to 2018. JGP Wealth Management manages approximately $1.2 billion in discretionary assets and offers comprehensive portfolio management, financial planning, and referrals to third-party money managers. The firm serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities, employing a fiduciary-oriented approach that combines fundamental and technical analysis across multiple investment strategies and asset-allocation categories.

Patrick Zumbusch is a CFP® professional with 18 years of industry experience, currently serving at Parkwoods Wealth Partners, LLC since 2026. He previously worked with Wellspring Financial Partners from 2011 to 2026 and Wellspring99 LLC from 2012 to 2016. Parkwoods Wealth Partners works with individuals, qualified retirement plans, nonprofits, foundations, and corporations, providing investment management, retirement plan consulting, and financial planning. The firm follows a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders.

James Good is a financial advisor with Attessa Capital LLC in Tucson, Arizona, holding a Series 65 credential and bringing nine years of industry experience. He previously worked at BGK Capital LLC and Sterling Investment Management Inc. Outside of his advisory role, Good serves on the Finance Committee for the Tucson Jewish Community Center, advising on budgeting and cash management. Attessa Capital provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a multi-strategy investment approach that includes cyclical, fundamental, quantitative, and technical analysis, managing diverse portfolios across various asset classes.