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.

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.

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.

Samuel Cornell is a financial advisor at Novak & Powell Financial Services, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Novak & Powell since 2021 and Vantage Investing since 2005. Outside of his advisory work, he serves as president of CopperZap LLC, a company that manufactures and sells an antimicrobial copper device. Novak & Powell Financial Services, Inc. provides discretionary investment management and tax planning services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes customized portfolios using ETFs and mutual funds, focusing on diversification, fee minimization, and tax considerations, and operates multiple offices with an experienced senior team.

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.

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 licenses with four years of industry experience. He previously worked at Raskob Kambourian Financial Advisors, Ltd. for eleven years. Beam Wealth Advisors serves individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charities, and businesses, providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs asset allocation and diversification strategies based on Modern/Post-Modern Portfolio Theory and offers coordinated tax and planning services through affiliated tax and CPA entities.

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.