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.

Ryan Genzman is a financial advisor at GR Financial Group, LLC with 13 years of industry experience. He holds Series 65 and Series 63 designations and has worked at GR Financial Group since 2015, following time at Mutual Securities, Inc. Genzman is involved in several family and personal real estate ventures outside of his advisory role. GR Financial Group provides discretionary investment management and financial planning to individuals, charitable organizations, and corporations. The firm manages over $1 billion across a seven-advisor team and employs a range of strategies including asset allocation, sector, fundamental, and technical analysis, with portfolios composed of mutual funds, ETFs, equities, fixed income, commodities, and digital assets.

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.

Timothy Fleshman is a financial advisor at Parkwoods Wealth Partners, LLC in Tucson, AZ, holding a Series 65 designation with one year of industry experience. He previously worked at Wellspring Financial Partners and Brandvia Alliance. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations with investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm applies 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, and offers both discretionary and non-discretionary portfolio management.

Francisco Almada is a financial advisor with Union Capital Company in Tucson, AZ, holding Series 63 and Series 66 credentials with 34 years of industry experience. He has been with Union Capital Company since 1999 and is also the principal and investment advisor of Alamos Capital, LLC, and sole owner of Hilltop Capital Company. Union Capital Company serves individuals, trusts, estates, charitable organizations, and corporations through a team of ten advisors, managing approximately $150 million across about 414 client accounts. The firm employs a portfolio management approach based on Modern Portfolio Theory, utilizing mutual funds, ETFs, individual securities, and occasional covered-call strategies.

Samuel Almada is a financial advisor with Union Capital Company in Tucson, AZ, holding Series 63 and Series 65 licenses and with three years of industry experience. Prior to his current role, he worked at Alamos Capital, LLC. In addition to advising, Almada is involved in trading and market research. Union Capital Company is a team-based firm serving individuals, trusts, estates, charitable organizations, and corporations. The firm manages approximately $150 million across around 414 client accounts, offering portfolio management using modern portfolio theory alongside fundamental, technical, and charting analysis.

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.

Christy Knotz is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Fortress Financial Solutions, LLC. Her prior experience includes roles at LPL Financial, American Family Insurance, The Vanguard Group, Inc., and Charles Schwab. In addition to her advisory work, she provides non-investment services through business consulting, life insurance brokerage, and notary services. Fortress Financial Solutions, LLC is a fee-only, SEC-registered advisory firm that serves a range of clients including high-net-worth individuals, business owners, and charitable organizations. The firm employs a multi-faceted investment process incorporating charting, fundamental and technical analysis, and offers discretionary and non-discretionary portfolio management alongside specialized consulting services.

Joseph Bodkin is a financial advisor at Union Capital Company with 55 years of industry experience. He has been with Union Capital Company since 2000. Bodkin holds Series 63 and Series 65 licenses. Union Capital Company provides portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm employs a process-driven approach using modern portfolio theory and offers both discretionary and non-discretionary services through a dual broker-dealer and registered investment adviser model.

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.

Empathy. Empowerment. Collaboration. Financial planning is about so much more than just the numbers on a spreadsheet--it's about the life you want to lead and the values you hold dear. At MarGo Financial, I specialize in working with women in their 40s, 50s, and 60s who are navigating the complex emotional and financial landscape of being divorced or widowed. Whether you are finding your footing after a long marriage or managing a new chapter of independence, I am here to ensure you feel heard, understood, and empowered. A People-First Approach Before entering the financial world, I spent decades in "people" professions, including a career in training and development. That experience taught me that the most important part of any plan is the person behind it. My process begins by listening to your story and understanding what matters most to you. We talk about your goals and your concerns before we ever touch the numbers. My mission is to translate complex financial concepts into clear, actionable steps that give you confidence in your future. Your Partner in Transition Navigating life transitions requires more than just investment management; it requires a partner who can help you see the big picture. From retirement planning to managing newfound assets, I provide a collaborative environment where you can ask questions and take control of your financial life. About Marie Based in Tucson, Arizona, I founded MarGo Financial to serve Gen X women seeking a more personal, empathetic advisory relationship. I love art, dogs and good Southern Arizona Mexican food. When I’m not helping clients become more confident and secure in their financial future, I enjoy yoga, museums, dance, theater, and hanging out with friends and family.

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.

Martin Smith is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Ironwood Financial, LLC since 2024. Prior to this, he spent 24 years with Davis Distributors LLC. Ironwood Financial provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs tailored portfolios that incorporate derivatives and options-writing strategies, distinguishing its approach from many peers.

Adam Mc Carty is a Series 65-credentialed advisor at GR Financial Group, LLC with one year of industry experience. Prior to joining GR Financial Group, he worked at Zion City for five years and TJX, Inc. for five years. Outside of his advisory role, he operates a business consulting and leadership development firm and is an ordained minister who officiates weddings. GR Financial Group is an SEC-registered advisory firm providing discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm employs asset-allocation model portfolios primarily composed of mutual funds and ETFs, supplemented by sector, fundamental, and technical analysis, and offers a distinct Alpha Advantage strategy with a performance-fee option for qualified clients.

Cody Hybiak is a financial advisor with SEM Wealth Management in Tucson, AZ, holding a Series 65 credential and eight years of industry experience. He has been with SEM Wealth Management since 2017 and previously worked at Steamy Concepts and the University of Arizona. SEM Wealth Management provides discretionary investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses proprietary mechanical models that combine technical analysis, quantitative methods, and economic trend analysis, and it also licenses its model portfolios to other advisers and platforms.