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.

Michael Cloutier is a financial advisor at Clout Inc. Advisors in Tucson, AZ, with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at Cloutier, Michael F. from 1998 to 2009 and Clout, Inc. since 1990. 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 candidates, and offers discretionary portfolio management alongside financial planning and business consultations.

Samuel Hawtree is a CFP® with 43 years of industry experience, currently serving at Hatree Advisory Group, LLC, where he has worked since 2002. He previously worked at Ceros Financial Services, Inc. from 2009 to 2016 and has operated Hawtree Financial Services since 1981. Outside of advisory work, he is a notary public. Hatree Advisory Group, LLC provides asset management, variable annuity monitoring, and financial planning services to individual clients, including high-net-worth households. The firm employs a tactical investment approach using relative strength and technical analysis across five model portfolios, offering both discretionary and non-discretionary portfolio management tailored to client goals and risk tolerances.

James Rayroux is a financial advisor at 6|21 Private Wealth with five years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining 6|21 Private Wealth, he worked at NYLIFE Securities LLC and NewYork Life Insurance Company. He is also the owner of Spinnaker Health, LLC, a firm that brokers group fixed life and health insurance products. 6|21 Private Wealth provides financial planning, investment management, and retirement plan advisory services to a select client base including retirement plan sponsors, family offices, and foundations. The firm emphasizes diversified asset allocation using low-cost ETFs and index funds, along with occasional individual securities and alternative strategies, offering tailored and model portfolio approaches with discretionary management and client reporting.

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, holding Series 63 and Series 65 licenses with 12 years of industry experience. She previously worked at LPL Financial and Commonwealth Financial Network. Outside of advisory work, she is involved in fixed insurance sales and owns a private entity related to securities and insurance business. Schulz Financial Group provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and businesses, managing approximately $115 million in client assets. The firm follows an investment approach based on Modern Portfolio Theory, with discretionary asset allocation, periodic rebalancing, and tax-loss harvesting integrated into regular account reviews.

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.