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.

Brandon Hodgeson is a CFP® with nine years of industry experience. He has worked at Cambridge Financial Group, LLC since 2017 and previously held roles at J.P. Morgan Securities and JPMORGAN Chase Bank. Cambridge Financial Group serves individuals and families, including high-net-worth clients, offering comprehensive financial planning and discretionary portfolio management with integrated tax, estate, risk-management, and retirement services. The firm emphasizes tax-aware portfolio construction using no-load mutual funds, ETFs, fixed income, and may provide cryptocurrency exposure for suitable clients.

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 designations with four years of industry experience. He previously worked for Raskob Kambourian Financial Advisors, Ltd. for ten years before joining Beam Wealth Advisors. Beam Wealth Advisors is a multi-team registered investment adviser with 27 advisors managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans, offering wealth management, financial planning, and portfolio management with an investment approach grounded in Modern and Post-Modern Portfolio Theory and behavioral finance.

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.

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.

Kyle Van Oort is a financial advisor with Modern Capital Advisors, LLC in Tucson, AZ, holding Series 63 and Series 65 licenses and 27 years of industry experience. His work history includes roles at Liberty Partners Financial Services, LLC, Modern Capital Advisors, LLC, National Planning Corporation, and Packerland Brokerage Services. He is also a licensed REALTOR with involvement in real estate sales. Modern Capital Advisors provides financial planning, asset management, and retirement plan consulting to individual clients, pension plans, charities, and corporations. The firm employs a strategic asset allocation approach using a core-and-satellite framework combining passive index funds with selective active management.

Adam Amante is a Series 65-licensed financial advisor with Fortress Financial Solutions, LLC, where he has worked since 2007. He has 18 years of industry experience and is also involved in business and consulting through Fortress Consulting, LLC, and non-variable life insurance and fixed annuities through Fortress Insurance Brokerage, LLC. Additionally, Mr. Amante provides notary services to clients at no charge. Fortress Financial Solutions, LLC is a fee-only, SEC-registered advisory firm serving individuals, business owners, retirement plans, trusts, estates, and charitable organizations. The firm uses an investment process guided by an in-house Investment Committee, offering a range of portfolio strategies including long-term buy-and-hold and selective impact/ESG investing.

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 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Greenberg Financial Group since 2001. Outside of advising, he is a 50% owner of Campbell Financial Plaza LLC, which owns the office building that houses the firm. 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, institutions, and nonprofit entities, employing strategies that include asset allocation, market timing, and dollar-cost averaging, alongside an active public education program.