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.

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.

Mary Schulz is a financial advisor at Schulz Financial Group in Tucson, AZ, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network, LPL Financial, National Planning Corporation, and Southwest Investment Advisors. Outside of her advisory work, she owns a private entity that facilitates securities, advisory, and insurance business. 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 Modern Portfolio Theory, emphasizes portfolio rebalancing and tax-loss harvesting, and allows clients to impose written restrictions on their accounts.