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.

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.

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.

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.

Thomas Curtis IV is a CFP® professional with 32 years of industry experience, currently serving at Wealth Management Partners, LLC where he has worked since 2020. His career includes roles at Raymond James Financial and various positions related to insurance from 2011 to 2022. Wealth Management Partners, LLC provides discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm manages approximately $793 million in assets, employing a mix of fundamental, technical, and quantitative investment strategies with active use of derivatives, margin, and digital asset advisory services.

Daniel Nentl is a financial advisor at Ironwood Financial, LLC in Tucson, AZ, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ironwood Financial since 2009. Outside of his advisory role, he is involved in community activities including coaching and mentoring with Canyon View Little League and serves as a director for the nonprofit Rollin for Ninos. Ironwood Financial, LLC provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a range of strategies including derivatives-based approaches such as covered call writing and selective IPO participation, with portfolios constructed using individual equities, bonds, mutual funds, and ETFs tailored to client goals and risk tolerance.

King Kearns is a financial advisor at Everest Financial Group with 34 years of industry experience. He holds a Series 63 designation and has worked at Everest Financial Group since 2005, also spending time at Securities America, Inc. Kearns owns an insurance agency that services life and long-term care insurance and annuities. Everest Financial Group serves a diverse individual client base, including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and investment management using a range of analytical techniques and model asset allocation programs.

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.

Anders Engbretson is a financial advisor with MD Financial Advisors / Vestment Financial in Las Cruces, NM. He holds a Series 65 designation and has two years of industry experience. Prior to joining MD Financial Advisors / Vestment Financial in 2023, he worked at North Oaks Financial Group and has experience in education and municipal roles. MD Financial Advisors / Vestment Financial provides financial planning, customized investment advisory and discretionary portfolio management, and retirement plan services to individuals, trusts, estates, and institutional plan sponsors. The firm manages approximately $246 million in discretionary assets and employs a long-term, asset-allocation-driven investment approach that emphasizes diversification, rebalancing, and tax strategies using low-cost mutual funds and ETFs.

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.

Alexander Parrs is a CFP®, CFA®, ChFC®, and Series 66-licensed advisor with 23 years of industry experience. He has been with Ironwood Financial, LLC since 2009. Outside of his advisory role, Parrs holds ownership interests in several businesses, including a financial insurance company and other ventures. Ironwood Financial, LLC provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of investment strategies, including derivatives-based approaches such as covered call writing, and uses platforms like eMoney and Morningstar to support portfolio construction and client planning.

Paul Bennett is a CFP® professional with 28 years of industry experience. He has been with The Wealth Group – Austin B. Colby & Associates since 2021 and previously spent 20 years at Raymond James Financial Services, Inc. Bennett owns Paul M Bennett LTD, an S-Corp used for payroll and expense management. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with portfolio management, financial planning, and consulting services. The firm employs tailored investment strategies across various asset classes and uses both traditional and technology-driven approaches to manage client accounts.

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.

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.

Mary Cherba is a financial advisor at Financial Directions LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Retirement Plan Solutions, LLC, and Triad Advisors, Inc. She also prepares individual tax returns for a select group of advisory clients. Financial Directions LLC provides discretionary investment supervisory services and individual portfolio management primarily for individuals, high-net-worth clients, and small business owners, using a personalized approach that emphasizes asset allocation tailored to each client.

Emily Delgado is a Series 65-licensed financial advisor with Ironwood Financial, LLC, where she has worked since 2013, accumulating six years of industry experience. In addition to her advisory role, she serves as a document preparer for Kruchek Law, focusing on estate drafts. Ironwood Financial provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting services to a diverse client base, including individuals, high-net-worth clients, and institutional accounts. The firm employs customized portfolios with options-writing strategies and a comprehensive approach to managing client assets.