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.

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.

Breckin Kleinsasser is a financial advisor at Ridge Capital Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Ridge Capital Advisors since 2025. Kleinsasser is also involved as a sales manager in insurance agent recruiting and development at Forward Strategies Insurance Brokerage. Ridge Capital Advisors provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth households, and employer-sponsored retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis in managing portfolios and offers ERISA retirement-plan services alongside educational seminars and newsletters.

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.

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.

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.

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.

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.

Stephen Mehr is a financial advisor at Forthright Capital with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at firms including Brookstone Capital Management and MassMutual. Outside of finance, Mehr has taught voice lessons since 2013. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets for individuals, retirement plans, corporations, and charitable organizations. The firm primarily uses passive investment management with model portfolios and conducts regular portfolio reviews to ensure oversight and due diligence.

Blake Bjordahl is a financial advisor with Nova Financial Services and holds a Series 66 designation. He has 35 years of industry experience and has worked with Nova Financial, Mutual Securities, and Ministry Partners Securities. Outside of his advisory role, he provides compliance consulting through his firm, Compliance Works. Nova Financial Services is an SEC-registered investment adviser offering asset management, financial planning, and pension consulting to individuals, trusts, retirement plans, and business clients. The firm manages approximately $391 million in assets and serves both retail and high-net-worth clients with a portfolio management approach that incorporates fundamental, technical, and quantitative analysis.

Cole Fischer is a financial advisor with NOVA Financial Services in Tucson, AZ. He holds a Series 65 designation and has been with the firm since 2026. His prior background includes time as a student and periods of unemployment before entering the financial industry. NOVA Financial Services is an SEC-registered investment adviser that serves 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, employing a process that includes client goal assessment, ongoing monitoring, and portfolio rebalancing.

Alec Berens is a financial advisor with Attessa Capital LLC in Tucson, AZ, holding a Series 65 credential and nine years of industry experience. He previously worked at Sterling Investment Management, Inc. from 2015 to 2020 before joining BGK Capital LLC, where he has worked since 2020. Outside of his advisory role, Berens serves as President of the Board of Directors for El Rio Health Center and volunteers on the boards of several related nonprofit entities as well as the Jewish Philanthropies of Southern Arizona; he also acts as President of his homeowners' association. Attessa Capital provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a comprehensive investment approach that integrates cyclical, fundamental, quantitative, and technical analysis and manages diversified portfolios using various securities and strategies, with regular client reporting and documented risk assessments.

Brandon Hodgeson is a CFP® professional with eight years of industry experience, currently serving as an advisor at Cambridge Financial Group, LLC since 2017. Prior to joining Cambridge, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. Cambridge Financial Group provides holistic financial planning and investment advisory services to individuals and families, including high-net-worth clients. The firm integrates investment management with tax, estate, retirement, and risk-management planning, typically managing accounts on a discretionary basis with portfolios tailored to each client’s tax situation, risk tolerance, and goals.