Bruce Ward Jr is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Meridian Wealth Management, LLC since 2023. His prior experience includes six years at United Capital Financial Advisers and over a decade at The Vanguard Group, INC. He is the sole owner of Desert Sky Wealth Partners, LLC, a non-investment-related entity created for tax purposes. Meridian Wealth Management, LLC is an SEC-registered advisory firm that serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, using a tailored investment approach that incorporates equities, ETFs, mutual funds, fixed income, and alternative investments.

Dimitri Redwood is a financial advisor at CoreCap Advisors with Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Horizon Investments and Quasar Distributors, among others. Outside of his advisory work, he is a part-time promotional specialist for alcoholic beverage companies through TEAM Enterprises. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm’s approach emphasizes long-term relationships and diversified investment strategies, including mutual funds, ETFs, and individual securities.

Ruben Fernandez is a financial advisor with Meridian Wealth Management, LLC in Tucson, AZ, holding Series 63, 65, and 66 licenses and bringing 56 years of industry experience. His career includes prior roles at Greenberg Financial Group and RBC Capital Markets. He is also a managing member of NFR Holdings, LLC, a holding company with non-investment activities. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, financial planning, and retirement-plan services, managing most client accounts on a discretionary basis using a range of investment vehicles including equities, ETFs, mutual funds, fixed income, and, in limited cases, alternatives and covered-call options.

Marcelina Castel De Oro is a financial advisor at Perigon Wealth Management, LLC with one year of industry experience. She holds a Series 66 designation and previously served eight years in the United States Navy. Prior to joining Perigon, she worked at Centaurus Financial, Inc. and Elevate Wealth Management. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to each client’s objectives and risk tolerance, often delegating day-to-day investment management to independent managers while maintaining oversight and conducting regular account reviews.

Angela Caballero is a CFP® practitioner with 26 years of industry experience, currently serving at PFG Advisors. Her career includes roles at United Planners, SECURITIES AMERICA, Inc., and LPL Financial. She has operated her own advisory practice, Angela M Caballero, for over a decade. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach involves model portfolios, third-party managers, and employs top-down macro allocation combined with fundamental and technical analysis.

Sergio Ortiz is a financial advisor at Meridian Wealth Management, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs Personal Financial Management, Northwestern Mutual Wealth Management Company, and Tyler Chatham. Ortiz’s background also includes roles in the defense industry at Northrop Grumman and Raytheon Missile Systems. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by offering discretionary portfolio management, financial planning, and retirement-plan services. The firm provides tailored, IPS-driven advice and manages most client relationships on a discretionary basis using a diversified range of investment strategies.

Justin Limmer is a financial advisor with Ashton Thomas Private Wealth in Tucson, AZ. He holds Series 63 and Series 66 designations and has 27 years of industry experience. His prior roles include positions at Securian Financial Services, CRI Securities, and North Star Consultants. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a diverse client base, including individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a platform model using the Amplify Platform and allocates assets across mutual funds, ETFs, independent managers, and sub-advisers, incorporating strategies such as options and selective cryptocurrency exposure.

Shawn Best is a CFP® professional with eight years of industry experience, currently serving as an advisor at Meridian Wealth Management, LLC since 2023. His prior roles include positions at Tci Wealth Advisors, Inc., Goldman Sachs, and Stoker Ostler Wealth Advisers. He is the sole owner of Desert Sky Wealth Partners, LLC, a non-investment-related business entity. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, and retirement-plan services using a range of investment vehicles and employs a network model that includes both employee and independent contractor advisors.

Duane Burghard is a financial advisor at Integrated Advisors Network LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Stifel Nicolaus & Co Inc for eight years. Outside of his advisory work, he is involved in podcasting, authoring, and voice acting through his company Narratives, LLC. Integrated Advisors Network is a multi-team investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a variety of investment approaches and third-party manager platforms to implement client strategies within a risk-profile framework.

Natalie Fernandez is a financial advisor at Meridian Wealth Management, LLC with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Meridian Wealth Management since 2020, following a 13-year tenure at Greenberg Financial Group. Fernandez is also a managing member of NFR Holdings, LLC, a part owner of Meridian Wealth Management West, LLC. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing discretionary portfolio management, financial planning, and retirement-plan services. The firm emphasizes IPS-driven, tailored advice and predominantly manages client relationships on a discretionary basis using a variety of investment strategies.

Jessica Castle is a financial advisor at Gibbs Wealth Management, LLC with a Series 65 designation. She has experience working at several firms including Federal Employee Retirement Advisors, RJP Estate Planning, and Financial Alliance & Insurance Solutions, Inc. Outside of her advisory roles, she has been involved with Financial Alliance & Insurance Solutions, Inc. for nine years. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and model portfolios guided by analytical approaches such as fundamental and technical analysis.

Jordan Underhill is a CFP® and Series 66-licensed financial advisor with seven years of industry experience. He is currently with The AmeriFlex Group and has previously worked at Cambridge Investment Research, OSAIC, Sagepoint Financial, and Voya Financial Advisors. Outside of his advisory work, Underhill serves as a committee member of the Southern Arizona Estate Planning Council and volunteers with The Centurions in Tucson. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Connie Mcadams is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Mutual of Omaha and its related entities since 1988. Mcadams serves as Arizona Vice Chair of the National Association of Insurance and Financial Advisors (NAIFA) and is involved in insurance agency work, including classic car insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm delivers managed solutions through platform relationships with Envestnet and Pershing, serving clients across a range of wealth levels.

Adrianne Regrutto is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at CliftonLarsonAllen since 2019. Prior to that, she spent 13 years at Northern Trust Securities, Inc. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs strategic asset allocation through model portfolios using mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate client planning and implementation.

Marc Barnes is a financial advisor at Financial Gravity Family Office Services, LLC with two years of industry experience. He holds a Series 65 designation and has prior experience managing tax preparation and compliance as the managing member of Copper Canyon Tax and Financial Services LLC. Barnes is also the Education Director and majority owner of Potential CPE, LLC, an IRS-approved education provider specializing in taxation webinars. Financial Gravity Family Office Services, LLC offers tailored financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of analytical approaches and frequently uses third-party sub-advisors and model portfolios to construct and manage client portfolios.

John Rietz II is a financial advisor at PNC Wealth Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at BBVA Wealth Solutions, BBVA Compass Insurance Agency, BBVA Securities, and Compass Bank from 2015 to 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithmic questionnaires to recommend investment models executed via mutual funds and ETFs, with portfolio implementation delegated to third parties.

Nancy Bakshi is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and 15 years of industry experience. She previously worked at Nationwide Investment Services Corporation for eight years before joining Voya in 2019. Outside of her advisory work, she is an investor in an artificial intelligence startup and hosts guests through Airbnb. Voya Financial Advisors, Inc. serves a diverse range of clients, including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice through various program structures, primarily utilizing non-discretionary recommendations.

Timothy Schannep is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and Series 63 and 65 licenses. He has 31 years of industry experience, including prior roles at Cbiz Financial Solutions, Inc. and National Planning Corporation. Outside of his advisory work, he owns a travel agency based in Tucson, Arizona. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support. The firm offers discretionary model portfolios and customized investment solutions while supporting affiliated advisors with operations, technology, and compliance.

Michelle Monteleone is a financial advisor with GWN Securities Inc. in Tucson, AZ, holding a Series 66 designation and nine years of industry experience. She has been with GWN Securities since 2016 and also works with Retirement Plan Professionals. Outside of her advisory work, she creates and occasionally sells mixed media artwork. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs, including traditional asset allocation and legacy momentum-based strategies, and manages approximately $3.65 billion across more than 37,000 accounts.

Aaron Alonzo is a financial advisor with Capital Analysts, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He previously worked at Lincoln Investment for nine years and Legend Equities Corporation for nineteen years. Outside of advisory work, he is the owner of Alonzo Financial Services, Inc., a tax and accounting business, and AIM Wealth Partners, LLC, which is involved in real estate. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs and emphasizes a fiduciary role supported by an in-house investment management and research team.