David Oase is a financial advisor at Clout Inc. Advisors in Tucson, Arizona, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has operated Oase Financial Services, LLC for 17 years, alongside running a CPA and tax preparation business since 1992. Outside of finance, he owns multiple aviation-related businesses leasing hangars 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 focusing on special situations and turnaround opportunities, managing portfolios on a discretionary basis with quarterly performance reviews and annual in-person meetings.

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 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Brookstone Capital Management for 11 years. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm manages approximately $474 million in client assets and combines strategic asset allocation with tactical overlays based on fundamental, technical, and cyclical analysis.

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.

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 in Tucson, AZ, holding a Series 66 designation and over 36 years of industry experience. He has worked with several firms, including Mutual Securities, Ministry Partners Securities, Vanderbilt Advisory Services, Absolute Capital Management, and Centaurus Financial. In addition to his advisory role, he provides compliance consulting through Compliance Works. Nova Financial Services is an SEC-registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm offers portfolio management, financial planning, and pension consulting, using a process that involves goal assessment, ongoing monitoring, and a select range of investments analyzed through fundamental, technical, and quantitative methods.

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.

Samuel Cornell III is a financial advisor with Novak & Powell Financial Services, Inc. in Tucson, AZ, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He previously worked at Vantage Investing, LLC for 16 years before joining Novak & Powell in 2021. Outside of his advisory role, Samuel Cornell oversees an antimicrobial device manufacturing business. Novak & Powell Financial Services provides investment supervisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a customized, interview-based process to build diversified portfolios primarily with exchange-traded funds and mutual funds, focusing on fee minimization and discretionary management.

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® with nine years of industry experience. He has worked at Cambridge Financial Group, LLC since 2017 and previously held roles at J.P. Morgan Securities and JPMORGAN Chase Bank. Cambridge Financial Group serves individuals and families, including high-net-worth clients, offering comprehensive financial planning and discretionary portfolio management with integrated tax, estate, risk-management, and retirement services. The firm emphasizes tax-aware portfolio construction using no-load mutual funds, ETFs, fixed income, and may provide cryptocurrency exposure for suitable clients.

Daniel Cossette is a CFP® professional with three years of industry experience. He has worked at Cambridge Financial Group, LLC since 2023 and previously held roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Outside of his financial advisory work, his family is involved with Heal Equine, LLC, which provides Equine Facilitated Life Skills for adults and children. Cambridge Financial Group serves individuals and families, including high-net-worth clients, offering holistic financial planning and discretionary portfolio management with integrated tax, estate, risk management, and retirement planning services. The firm employs a fee-only model and builds portfolios tailored to clients’ tax situations, risk tolerance, and goals, using primarily no-load mutual funds, ETFs, fixed income, and cash instruments, while also providing cryptocurrency exposure for qualified clients.

John Jarvise is a financial advisor at Beam Wealth Advisors, Inc. in Tucson, AZ, holding Series 63 and Series 65 designations with four years of industry experience. He previously worked for Raskob Kambourian Financial Advisors, Ltd. for ten years before joining Beam Wealth Advisors. Beam Wealth Advisors is a multi-team registered investment adviser with 27 advisors managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans, offering wealth management, financial planning, and portfolio management with an investment approach grounded in Modern and Post-Modern Portfolio Theory and behavioral finance.

Rebecca Harper is a financial advisor at IFC with a Series 65 designation and one year of industry experience. She has been involved with Bekki Harper Financial, LLC since 2015 and Sea Star, LLC since 2003. IFC provides investment advisory and financial planning services to individuals, trusts, pension and retirement plans, and businesses, managing approximately $110 million in client assets with a team of seven advisors. The firm offers written financial plans, one-on-one consultations, and ongoing investment management using mutual funds, ETFs, and independent sub-advisors.

Jeffrey Hybiak is a CFA® charterholder and holds a Series 66 license with 25 years of industry experience. He has been with Strategic Equity Management, Inc. since 1998. Based in Tucson, AZ, he is part of a team of four advisors at SEM Wealth Management. SEM Wealth Management provides discretionary investment supervisory services and financial planning to individuals, retirement plans, trusts, and other entities, primarily through referrals from other financial professionals. The firm employs tactical, dynamic, and strategic model programs based on technical and quantitative analysis, managing approximately $920 million in client assets across about 2,010 client relationships.

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.

Kyle Van Oort is a financial advisor with Modern Capital Advisors, LLC in Tucson, AZ, holding Series 63 and Series 65 licenses and 27 years of industry experience. His work history includes roles at Liberty Partners Financial Services, LLC, Modern Capital Advisors, LLC, National Planning Corporation, and Packerland Brokerage Services. He is also a licensed REALTOR with involvement in real estate sales. Modern Capital Advisors provides financial planning, asset management, and retirement plan consulting to individual clients, pension plans, charities, and corporations. The firm employs a strategic asset allocation approach using a core-and-satellite framework combining passive index funds with selective active management.