Jacob Kagele is a financial advisor at Nova Financial Services with 23 years of industry experience. He holds the Series 66 designation and has worked at Nova Financial since 2009, previously associated with Mutual Securities Inc. Outside of his advisory role, Kagele serves on the boards of the Blair Charity Group and the Catholic Tuition Support Organization. Nova Financial Services is an SEC-registered investment adviser that provides asset management, financial planning, and pension consulting for individuals, trusts, retirement plans, and business clients. The firm manages approximately $391 million in assets and offers portfolio management using fundamental, technical, and quantitative analysis across various investment products.

Mark Kinney is a financial advisor at Greenberg Financial Group in Tucson, AZ, holding Series 65 and Series 63 licenses with 28 years of industry experience. He has worked with firms including The Leaders Group Inc and Gradient Securities, and he owns OMG Gourmet Desserts, a wholesale gourmet treats and desserts business. Greenberg Financial Group is a team-based advisory firm managing approximately $407 million for around 800 clients, offering discretionary portfolio management and financial planning services to individuals, institutions, and charitable organizations. The firm employs active investment strategies and provides ongoing education through media programs and workshops.

James Campbell is a financial advisor at Fortress Financial Solutions, LLC with five years of industry experience. He holds the Series 65 designation and has been associated with Fortress Financial Solutions and Campbell & Company Financial LLC since 2020. Outside of advising, Mr. Campbell is a helicopter pilot for Air Methods Corporation and works as a real estate agent with Realty Executives Tucson Elite. Fortress Financial Solutions, LLC is a fee-only, SEC-registered advisory firm serving individuals, business owners, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm employs an in-house Investment Committee to develop investment selection lists and model portfolios using charting, fundamental, and technical analysis, offering both discretionary and non-discretionary services.

Dylan Greenberg is a financial advisor at Greenberg Financial Group in Tucson, AZ, holding a Series 66 license with six years of industry experience. Prior to joining Greenberg Financial Group in 2018, he worked briefly at RBC Wealth Management and Central Bank & Trust Company. Outside of his advisory role, he serves as an assistant football coach for Tucson High School. Greenberg Financial Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $331 million in client assets using a profile-driven approach that includes diversified allocations, continuous monitoring, and a range of insurance products alongside investment management.

Todd Glick is a financial advisor at Greenberg Financial Group in Tucson, AZ, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Before entering the financial industry, he worked at Troon Country Club and El Conquistador Golf. Greenberg Financial Group serves individuals, retirement plans, trusts, estates, charitable organizations, and small businesses with a range of investment advisory and financial planning services. The firm follows a profile-driven approach to portfolio management, offering diversified allocations and continuous account monitoring, and maintains a public education program including radio and television segments and no-fee workshops.

Christopher Chaffon is a financial advisor at Nova Financial Services with 17 years of industry experience. He holds the Series 66 designation and has been with Nova Financial LLC since 2015. 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, pension consulting, and referrals to third-party money managers, using a process that includes client assessment, ongoing monitoring, and periodic rebalancing.

Richard Zich is a financial advisor with Southwest Investment Advisors, Inc. in Tucson, AZ, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Southwest Investment Advisors and LPL Financial since 2019 and previously was involved with Coopers DIY, LLC. Outside of financial advising, he assists with accounting and website concepts for Trinity Diamonds Inc., a retail jewelry store run by his wife. Southwest Investment Advisors primarily serves individual investors and pension-plan clients, offering discretionary investment management, portfolio reviews, and financial planning. The firm manages approximately $325.7 million in client assets and employs an investment process based on Modern Portfolio Theory, utilizing model allocations and a variety of investment vehicles to meet client objectives.

Jared Keating is a CFP® with eight years of industry experience, currently with Secure Investment Management, LLC. His prior roles include positions at Edward Jones and two law firms, as well as completing law school. He holds the Series 66 designation and is based in Tucson, AZ. Secure Investment Management serves individuals, business entities, trusts, and estates, including both retail and high-net-worth clients. The firm employs a quantitative, factor-based investment approach rooted in Modern Portfolio Theory, utilizing low-cost mutual funds, ETFs, third-party managers, and direct indexing to tailor portfolios to client objectives.

Janice Powell is a financial advisor at Secure Investment Management, LLC with 15 years of industry experience. She holds Series 65 and Series 63 credentials and has previously worked at firms including Diversify Wealth Management and Securities America Advisors. Powell serves on the board of the National Society of Compliance Professionals, a trade association focused on securities compliance. Secure Investment Management serves individuals, business entities, trusts, and estates, providing financial planning, discretionary portfolio management, and separately managed account solutions. The firm uses a quantitative, factor-based investment approach centered on Modern Portfolio Theory with diversified, low-cost strategies delivered through Orion Portfolio Solutions and customized by an independent network of advisers.

Jacob Anderson is a financial advisor at Fortress Financial Solutions, LLC in Tucson, AZ, holding a Series 65 designation. He has worked in the financial services industry since 2023, including roles at Anderson Pacific, LLC and as a sole proprietor. Prior to his financial advisory roles, he held positions in various sectors such as education and retail. Fortress Financial Solutions, LLC is a fee-only, SEC-registered advisory firm serving individuals across wealth levels, business owners, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a disciplined investment process managed by an in-house committee, offering strategies that include fundamental analysis, technical analysis, and impact/ESG investing.

David Sherwood is a financial advisor with Greenberg Financial Group in Tucson, AZ, holding Series 65 and Series 63 licenses and bringing 44 years of industry experience. He has been with Greenberg Financial Group since 2002. Greenberg Financial Group is a team-based SEC-registered advisory firm managing approximately $407 million for about 800 client relationships. The firm serves individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and small businesses, offering discretionary portfolio management, financial planning, and education funding. Their investment approach includes active asset allocation, market timing, and the use of various securities and strategies, supported by ongoing client education through media programs and workshops.

Alexandra Kusler is a financial advisor with Southwest Investment Advisors, Inc. in Tucson, AZ, holding a Series 66 credential and 15 years of industry experience. She has worked at LPL Financial, LLC since 2017 and previously at National Planning Corporation from 2015 to 2017. Kusler also serves as a Dave Ramsey Endorsed Local Provider as an independent contractor. Southwest Investment Advisors primarily serves individual investors and a smaller number of pension-plan clients, offering discretionary investment management, portfolio reviews, and financial planning. The firm manages approximately $325.7 million in client assets, using an asset allocation approach based on Modern Portfolio Theory and a range of investment vehicles, with most accounts managed on a discretionary basis.

Kenneth Nesler is a CFP® with 25 years of industry experience and has been with Fortress Financial Solutions, LLC since 2016. He holds the Series 65 designation and is based in Tucson, AZ. Fortress Financial Solutions, LLC is a fee-only, SEC-registered advisory firm serving individuals, business owners, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm’s investment process combines charting, fundamental, and technical analysis to build model portfolios and offers services ranging from discretionary investment management to stand-alone financial planning and consulting.

Sebastian Borsini is a financial advisor at Greenberg Financial Group in Tucson, AZ, holding a Series 65 designation with two years of industry experience. Prior to joining Greenberg Financial Group in 2023, he worked at Heritage Highlands from 2021 to 2023 and at Troon Golf - El Conquistador from 2018 to 2021. Outside of his advisory role, he works part-time as a server at Heritage Highlands. Greenberg Financial Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses, managing approximately $331 million in client assets. The firm uses a documented, profile-driven approach to implement diversified portfolios and offers a range of services including portfolio management, retirement and education planning, and public education programs.

Cole Mcclarren is a financial advisor with Cambridge Financial Group, LLC in Tucson, AZ, holding a Series 65 credential and 12 years of industry experience. He has been with Cambridge Financial Group since 2013. Cambridge Financial Group serves individuals and families, including high-net-worth clients, by providing holistic financial planning and investment advisory services that integrate investment management with tax, estate, retirement, and risk-management planning. The firm typically manages accounts on a discretionary basis, constructing portfolios tailored to each client’s tax situation, risk tolerance, and goals.

Robert Rynders is a CFP® and holds a Series 65 license with three years of industry experience. He has been with TCI Wealth Advisors, Inc. since 2022 and previously worked at 1703: A Faith Collaborative and Gliocas LLC. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, offering discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s asset-allocation-driven approach emphasizes diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds including Dimensional Fund Advisors (DFA) products.

Benjamin Kappler is a financial advisor with TCI Wealth Advisors, Inc. in Tucson, AZ, holding a Series 65 credential and one year of industry experience. His prior work includes roles at Blue Cross Blue Shield of Arizona and the University of Arizona's Eller College of Management. Outside of advising, he operates an eBay store that sources and sells products from yard sales. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes asset-allocation-driven strategies using institutional asset-class funds and supports client reviews with advanced account aggregation and reporting tools.

Thomas Logan is a CFP® professional with five years of industry experience, currently serving at TCI Wealth Advisors, Inc. He previously worked at The Vanguard Group and has experience in the hospitality sector. Logan holds Series 63 and Series 65 licenses. TCI Wealth Advisors manages assets for individuals, business entities, retirement plans, trusts, estates, and charitable organizations through discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation strategy using institutional funds and prioritizes portfolio diversification and periodic rebalancing.

Juan Martinez Miranda is a financial advisor at TCI Wealth Advisors, Inc. in Tucson, AZ. He holds a Series 65 designation and has been with the firm since 2026. Prior to joining TCI, he worked at TEKsystems Inc. for seven years and ADP for two years. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation strategy using institutional funds and emphasizes technology and diversified approaches in its client service.

Ryan Halvorson is a CFP® professional with nine years of industry experience. He is currently with TCI Wealth Advisors, Inc., where he has worked since 2023. Prior to that, he was affiliated with Morgan Stanley and Morgan Stanley Private Bank from 2019 to 2023, and with U.S. Bank, Private Wealth Management from 2016 to 2019. Outside of his advisory role, Halvorson serves as an adjunct lecturer at the University of Arizona, teaching a course related to financial planning technology. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm uses a disciplined, long-term asset allocation approach focused on institutional asset-class funds, ETFs, and mutual funds, and emphasizes portfolio diversification and periodic rebalancing.