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.

Stanton Spackeen is a financial advisor at Financial Directions LLC in Tucson, AZ, holding Series 63 and Series 65 designations with 39 years of industry experience. He has been with Financial Directions since 1998. Financial Directions LLC provides discretionary investment supervisory services and individual portfolio management to individuals, high-net-worth clients, and small business owners. The firm employs a personalized investment approach that integrates fundamental, technical, and cyclical analysis, focusing on asset allocation tailored to each client rather than model portfolios.

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.

Evan Altuzarra is a financial advisor at LRI Investments with a Series 65 designation and one year of industry experience. His career includes roles at JKJ Financial Services, Ripley Doom & Co., and M Financial Group. He has also worked in academic settings at Portland State University School of Business and the University of Utah, and has five years of self-employment experience. LRI Investments, LLC offers financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and state and municipal government entities. The firm manages approximately $2.78 billion through a team of 25 professionals, emphasizing customized asset-allocation strategies with a long-term focus.

Kristi Thompson is a financial advisor with Wealth Management Partners, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining Wealth Management Partners, she worked in the retail and hospitality sectors, including roles at Gringos Tex-Mex and Macy’s. Wealth Management Partners, LLC serves individuals, trusts, pension and profit-sharing plans, and corporate entities with discretionary asset management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental analysis, technical methods, and quantitative models, and is noted for its active use of derivatives, margin transactions, and advisory services related to digital assets.

James Anderson IV is a financial advisor with CSP Financial Group LLC in Tucson, AZ, holding a Series 65 credential and five years of industry experience. His work history includes roles outside finance such as involvement with Bondurant Racing School and El Rio Golf Course. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and businesses. The firm emphasizes portfolio construction based on Modern Portfolio Theory, utilizes third-party managers like Matson Money, and offers services including donor-advised account support and held-away workplace account management.

Guillermo Monge is a financial advisor with Wealth Management Partners, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He joined Wealth Management Partners in 2020 after seven years with Raymond James Financial Services. Wealth Management Partners, LLC serves individuals, trusts, pension and profit-sharing plans, and corporate entities by providing discretionary asset management, financial planning, and retirement plan consulting. The firm manages approximately $793 million in assets and uses a combination of fundamental, technical, and quantitative investment approaches, incorporating derivatives and margin transactions as part of its active portfolio management.

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.

Christopher Hambacher is a financial advisor with Financial Directions LLC in Tucson, AZ, holding Series 63 and Series 65 designations and 15 years of industry experience. He has been associated with both Financial Directions and Triad Advisors since 2009. Financial Directions LLC provides discretionary investment supervisory services and individual portfolio management primarily to individuals, high-net-worth clients, and small business owners. The firm employs a personalized investment approach that integrates fundamental, technical, and cyclical analysis with mutual fund and ETF evaluation, managing assets on a discretionary basis with a focus on tailored asset allocation.

Gregory Bryson is a financial advisor with Wealth Management Partners, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services, Inc., where he spent over a decade. Bryson serves as Treasurer on the Board of Directors for the Intermountain Center for Human Development. 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 employs a combination of fundamental, technical, and quantitative investment approaches, including active use of options, derivatives, and margin, and also offers extensive planning services across tax, real estate, corporate structure, and retirement consulting.

David Renzi is a financial advisor at Ironwood Financial, LLC with 12 years of industry experience. He holds the Series 66 designation and has been with Ironwood Financial since 2013. Outside of his advisory role, Renzi volunteers as a basketball coach at Flowing Wells High School and has been involved with the Lohse Family YMCA since 2008. 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 investment strategies including derivatives-based approaches such as covered call writing and selective IPO participation.

Morgan Brown is a financial advisor with Wealth Management Partners, LLC in Tucson, AZ, holding a Series 66 designation and 25 years of industry experience. He has worked at Wealth Management Partners since 2005 and previously at Raymond James Financial and Raymond James Financial Services from 2009 to 2020. Wealth Management Partners, LLC serves individuals, trusts, pension and profit-sharing plans, and corporate entities with discretionary asset management, financial planning, and retirement plan consulting. The firm manages approximately $793 million in assets and employs a combination of fundamental, technical, and quantitative investment methods, including active use of derivatives, margin transactions, and advisory services related to digital assets.

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.

Christina Frey is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her career includes roles at Commonwealth Financial Network and Cambridge Investment Research, alongside operating her own firm, Frey Financial. She is also the owner of Christina Frey, PLLC, a private entity facilitating securities, advisory, and insurance business. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, manager selection and monitoring, and retirement consulting, delivering customized advice through various managed account solutions and ongoing account monitoring.

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.

Randall Barnes is a financial advisor with The Partners Wealth Management in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at SCF Investment Advisors, Transamerica Financial Advisors, RCB Financial Services, and World Financial Group. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, combining internally developed models and third-party providers to manage client assets.