Douglas Riegger is a financial advisor at Southwest Investment Advisors, Inc. in Tucson, AZ, holding a Series 66 designation with two years of industry experience. He has worked at LPL Financial LLC and Southwest Investment Advisors since 2023. Prior to his financial advisory career, he held various roles including ownership of a sole proprietorship and involvement in the hospitality sector. Southwest Investment Advisors primarily serves individual investors and pension-plan clients, offering discretionary investment management, portfolio reviews, and standalone financial planning. The firm manages approximately $325.7 million in client assets and employs an asset allocation approach based on Modern Portfolio Theory, utilizing a range of packaged investment vehicles and fixed-income securities.

Jeffrey Johnson is a financial advisor at Nova Financial Services with 26 years of industry experience. He holds the Series 66 designation and has worked at Nova Financial and Mutual Securities since 2016. In addition to his advisory role, he operates an independent insurance agency as a sole proprietor. 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, and pension consulting, employing a disciplined process that includes client goal assessment, ongoing account monitoring, and a selective investment approach utilizing mutual funds, ETFs, equities, and fixed income.

Adam Amante is a Series 65-licensed financial advisor with Fortress Financial Solutions, LLC, where he has worked since 2007. He has 18 years of industry experience and is also involved in business and consulting through Fortress Consulting, LLC, and non-variable life insurance and fixed annuities through Fortress Insurance Brokerage, LLC. Additionally, Mr. Amante provides notary services to clients at no charge. Fortress Financial Solutions, LLC is a fee-only, SEC-registered advisory firm serving individuals, business owners, retirement plans, trusts, estates, and charitable organizations. The firm uses an investment process guided by an in-house Investment Committee, offering a range of portfolio strategies including long-term buy-and-hold and selective impact/ESG investing.

Jeremy Rabalais is a financial advisor at Secure Investment Management, LLC with 17 years of industry experience. He holds a Series 65 credential and has worked at several firms including Puritan Investment Advisors, Inc., Puritan Financial Group, AE Wealth Management, LLC, and Soundincome Strategies LLC. He is also the owner of TPC Financial Group, LLC, where he is involved in fixed insurance sales and services. Secure Investment Management serves individuals, business entities, trusts, and estates, offering financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds, ETFs, third-party managers, and direct indexing, with portfolios customized by independent advisers to meet client objectives.

Joshua Mellberg is a financial advisor with Secure Investment Management, LLC in Tucson, AZ, holding a Series 65 license and bringing 20 years of industry experience. He has been with Secure Investment Management since 2012 and owns JD Mellberg Financial, which provides insurance marketing, product development, and lead generation services. Outside of advisory work, he is involved in managing several business entities related to insurance sales and e-commerce. Secure Investment Management serves individuals, business entities, trusts, and estates with financial planning, discretionary portfolio management, and separately managed accounts. The firm employs a quantitative, factor-based investment approach centered on Modern Portfolio Theory and long-term, diversified allocations using low-cost mutual funds, ETFs, and third-party managers.

Dean Greenberg is a financial advisor with Greenberg Financial Group in Tucson, AZ, holding Series 65 and Series 63 licenses and totaling 42 years of industry experience. He has been with Greenberg Financial Group since 2001. Outside of advisory work, he is a 50% owner of Campbell Financial Plaza LLC, the office building where the firm operates. Greenberg Financial Group is a team-based SEC-registered advisory firm with six advisors managing approximately $407 million for around 800 clients. The firm offers discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses, utilizing strategies that include asset allocation, market timing, and dollar-cost averaging.

Alicia Klein is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Cambridge Financial Group, LLC since 2011. She holds a Series 65 license and participates in professional organizations as a board member for both the Financial Planning Association of Southern Arizona and the Arizona College of Podiatric Medicine. 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 and tailoring portfolios to clients’ tax situations, risk tolerance, and goals.

Julia Rogan is a financial advisor at Attessa Capital LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at AW Securities, Presidio Group Wealth Management, and Long Realty Company. She has also worked in the hospitality industry and attended the University of Arizona. Attessa Capital provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients. The firm employs a multifaceted investment approach incorporating cyclical, fundamental, quantitative, and technical analysis across various asset classes and maintains regular portfolio reviews with detailed reporting.

Jacob Brown is a financial advisor at Southwest Investment Advisors, Inc. in Tucson, AZ, holding a Series 66 designation with one year of industry experience. His prior work includes roles at LPL Financial and Inside Real Estate. Southwest Investment Advisors serves individual clients, including high-net-worth households, and pension plans with discretionary portfolio management and financial planning services. The firm uses an asset-allocation approach based on Modern Portfolio Theory and manages client assets primarily through mutual funds, ETFs, and fixed-income instruments.

Christy Knotz is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Fortress Financial Solutions, LLC. Her prior experience includes roles at LPL Financial, American Family Insurance, The Vanguard Group, Inc., and Charles Schwab. In addition to her advisory work, she provides non-investment services through business consulting, life insurance brokerage, and notary services. Fortress Financial Solutions, LLC is a fee-only, SEC-registered advisory firm that serves a range of clients including high-net-worth individuals, business owners, and charitable organizations. The firm employs a multi-faceted investment process incorporating charting, fundamental and technical analysis, and offers discretionary and non-discretionary portfolio management alongside specialized consulting services.

Matthew Harrison is a CFP® and CFA® with 17 years of industry experience. He has worked at Attessa Capital LLC since 2024 and previously led Harrison Wealth Management from 2016 to 2024. Attessa Capital LLC provides investment advisory and financial planning services to individual and high-net-worth clients, managing portfolios based on documented client objectives and risk tolerances. The firm employs a variety of analytical approaches and strategies, including discretionary account management and regular portfolio reviews, and distributes a weekly client email titled “weekly thoughts” outside of formal advisories.

Empathy. Empowerment. Collaboration. Financial planning is about so much more than just the numbers on a spreadsheet--it's about the life you want to lead and the values you hold dear. At MarGo Financial, I specialize in working with women in their 40s, 50s, and 60s who are navigating the complex emotional and financial landscape of being divorced or widowed. Whether you are finding your footing after a long marriage or managing a new chapter of independence, I am here to ensure you feel heard, understood, and empowered. A People-First Approach Before entering the financial world, I spent decades in "people" professions, including a career in training and development. That experience taught me that the most important part of any plan is the person behind it. My process begins by listening to your story and understanding what matters most to you. We talk about your goals and your concerns before we ever touch the numbers. My mission is to translate complex financial concepts into clear, actionable steps that give you confidence in your future. Your Partner in Transition Navigating life transitions requires more than just investment management; it requires a partner who can help you see the big picture. From retirement planning to managing newfound assets, I provide a collaborative environment where you can ask questions and take control of your financial life. About Marie Based in Tucson, Arizona, I founded MarGo Financial to serve Gen X women seeking a more personal, empathetic advisory relationship. I love art, dogs and good Southern Arizona Mexican food. When I’m not helping clients become more confident and secure in their financial future, I enjoy yoga, museums, dance, theater, and hanging out with friends and family.

David Kornberg is a financial advisor at Attessa Capital LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at BGK Capital LLC and Sterling Investment Management, Inc. Outside of advising, he serves as treasurer and board member for Archaeology Southwest, a nonprofit focused on conservation-based archaeology in the southwestern United States. Attessa Capital LLC provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management aligned with clients’ goals and risk tolerances. The firm uses a combination of cyclical, fundamental, quantitative, and technical analysis to guide investment decisions and regularly communicates market insights through a weekly client email.

Timothy Taschler is a financial advisor at Regal Advisory Services, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at Regal Advisory Services since 2022, following six years at Sprott Global Resource Investments Ltd. Regal Advisory Services, Inc. serves individuals, including high-net-worth clients, as well as retirement plans, trusts, foundations, and business entities. The firm provides financial planning, portfolio management, and retirement plan advisory services using a combination of fundamental and quantitative research across various managed account programs.

David Bowen is a CFP®-designated financial advisor with 30 years of industry experience. He currently works at Southwest Investment Advisors, Inc. and has served at LPL Financial since 2004. Bowen also operates a personal business entity established for tax and investment purposes. Southwest Investment Advisors primarily serves individual and high-net-worth clients as well as pension plans, offering discretionary portfolio management and financial planning services. The firm employs an asset-allocation approach based on Modern Portfolio Theory, managing approximately $387 million across about 1,150 clients with standardized model portfolios and a wrap fee program.

Bonnie Courtney is a financial advisor with Cambridge Financial Group, LLC in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Cetera Advisors-affiliated firms and Barre3 Tucson. Cambridge Financial Group serves individuals and families, including high-net-worth clients, by providing holistic financial planning and investment advisory services that integrate tax, estate, retirement, and risk-management disciplines. The firm typically manages accounts on a discretionary basis and constructs portfolios tailored to clients’ tax situations, risk tolerance, and goals.

Victor Denigris is a financial advisor at Nova Financial Services in Tucson, AZ, holding Series 65 and Series 66 licenses with 23 years of industry experience. He has been with Nova Financial LLC and Mutual Securities since 2011. Outside of his advisory role, he operates as an independent insurance agent focused on fixed insurance products. Nova Financial Services is an SEC-registered investment adviser that serves 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 involving goal assessment, ongoing monitoring, and periodic rebalancing, using a limited selection of investments and a combination of fundamental, technical, and quantitative analysis.

Alexis Stathis is a financial advisor at Attessa Capital LLC with two years of industry experience. Prior to joining Attessa Capital in 2023, Alexis worked at ArcherHall from 2021 to 2023 and has a background in law, having practiced at RPM Law and the Law Offices of Brian Chase. Attessa Capital provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients, managing approximately $318 million across about 239 advisory relationships. The firm employs a multi-faceted investment process that includes cyclical, fundamental, quantitative, and technical analysis, using a range of strategies and investment vehicles tailored to client objectives.

Christopher Campisano is a CFA® charterholder with 18 years of industry experience. He is currently with Attessa Capital LLC, where he has worked since 2023. His prior experience includes roles at Allspring Global Investors and Risk Premium Investments. Attessa Capital LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on portfolio management aligned with each client’s Investment Policy Statement. The firm integrates multiple analytical approaches and offers clients a weekly email titled “weekly thoughts” to share market insights.

John Keefe is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Secure Investment Management, LLC. His prior roles include positions at Brookstone Capital Management and Bay Tree Capital Management. He is also the managing member and majority shareholder of KWM Group, LLC, a non-investment related business formed for income and expense sharing purposes. Secure Investment Management serves individuals, business entities, trusts, and estates, offering financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory and long-term, diversified allocations using low-cost mutual funds, ETFs, and third-party managers.