Ryan Jackson is a financial advisor at Gradient Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Cooper Financial Investments, Cornerstone Enhanced Planning, and other financial firms. Outside of his advisory roles, Jackson is involved in an accounting and insurance agency business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that emphasizes client approval on transactions and employs multiple analytical approaches for portfolio management.

Carlos Poblano is a financial advisor at EverSource Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms including MAI Capital Management and Treloar & Heisel. Prior to his advisory career, he held roles outside finance such as at Farmers Insurance and in the hospitality industry. EverSource Wealth Advisors serves individual and institutional clients, providing wealth management, financial planning, investment advisory, and consulting services. The firm supports independent RIAs with turnkey asset management, sub-advisory services, and operates a private markets platform, employing multiple investment programs and offering values-based strategies and Life Impact® Stewardship Planning.

Vanessa Lee is a CFP® professional with nine years of experience in financial advising. She has worked at TCI Wealth Advisors, Inc. since 2017 and previously at Vestpointe Wealth Management, LLC from 2014 to 2017. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs an asset-allocation-driven investment approach that emphasizes diversification, long-term holding, and disciplined rebalancing, primarily using institutional asset-class funds including Dimensional Fund Advisors (DFA) funds.

Kenneth Riebe is a financial advisor at TCI Wealth Advisors, Inc. in Tucson, AZ, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with TCI Asset Managers, Inc. since 1992. 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 approach using institutional asset-class funds, ETFs, and mutual funds, operating as a fee-only adviser with a multi-advisor team managing several billion dollars in client assets.

Kyle Larson is a CFP® professional with nine years of industry experience, currently serving at TCI Wealth Advisors, Inc. since 2015. He holds a Series 65 license and is based in Tucson, AZ. 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’s investment approach is asset-allocation driven, emphasizing diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds including Dimensional Fund Advisors (DFA) funds.

Ryan Graham is a CFP® and CFA® affiliated with Wedmont Private Capital, bringing one year of industry experience. His prior work includes several years at Altfest Personal Wealth Management and a stint at PwC. Wedmont Private Capital provides financial planning and discretionary investment management services to individuals, charities, corporations, and employee benefit plans. The firm uses a fixed advisory fee model and employs a primarily passive, tax-aware investment approach grounded in modern portfolio theory, with selective use of specialized strategies for qualified clients.

Cody Cassidy is a CFP® with seven years of industry experience, currently serving as a financial advisor at TCI Wealth Advisors, Inc. in Tucson, AZ. He has been with TCI Wealth Advisors since 2018 and previously worked at the University of Arizona Cancer Center. TCI Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting for individuals, high-net-worth clients, business entities, trusts, estates, and charities. The firm employs an asset-allocation-driven investment process focused on diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds such as those from Dimensional Fund Advisors.

Isaac Walshaw is a CFP® and Series 66-registered advisor with two years of industry experience. He currently works at TCI Wealth Advisors, Inc. and previously held roles at Schwab Wealth Advisory, Charles Schwab & Co., and Wells Fargo. His background also includes positions outside finance, such as at Lululemon Athletica and multiple roles at the University of Arizona. TCI Wealth Advisors serves individuals, businesses, 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 ETFs, supported by technology for consolidated reporting and model asset allocation programs.

Justin Rodriguez is a CFP® professional with 10 years of industry experience, currently serving as an advisor at TCI Wealth Advisors, Inc. since 2018. Prior to joining TCI, he worked at Next Financial Group, Inc. from 2015 to 2018. 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 investment approach is asset-allocation driven, emphasizing diversification, long-term holding periods, and disciplined rebalancing, with a notable use of Dimensional Fund Advisors (DFA) funds and a model-based process that includes hypothetical performance disclosures.

John Stephens is a CFP®, CFA®, and Series 65 credentialed financial advisor with 26 years of industry experience. He has been with TCI Asset Managers, Inc. since 2000. Outside of his advisory role, he is a managing partner of 5 Daughters, LLC, a commercial real estate entity. 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 employs an asset-allocation driven investment process emphasizing diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds.

Christopher Korinek is a financial advisor with The Wealth Consulting Group and holds the ChFC® and Series 66 designations. He has 14 years of industry experience, including 15 years at Edward Jones before joining WCG Wealth Advisors and LPL Financial in 2026. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporations, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party programs.

Jose Yanez is a financial advisor at TCI Wealth Advisors, Inc. with eight years of industry experience. He has worked at The Vanguard Group and DoorDash prior to joining TCI Wealth Advisors. Yanez serves as treasurer for the Santa Cruz Valley Heritage Area, a community organization focused on regional cultural and historic preservation. 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 employs a disciplined, long-term asset allocation strategy using institutional asset-class funds, ETFs, mutual funds, and model allocation programs.

Addison Adelberg is a CFP® and Series 65 credentialed advisor with four years of industry experience. They have been with TCI Wealth Advisors, Inc. since 2017, including roles prior to their current position. Outside of advisory work, Addison previously worked with AZ Power Basketball. TCI Wealth Advisors, Inc. 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 asset-class funds and emphasizes diversification and periodic rebalancing within a multi-advisor, fee-only structure.

Justin Thomas is a CFP® professional with 18 years of industry experience, currently serving at TCI Wealth Advisors, Inc. since 2010. Based in Tucson, AZ, he holds the Series 63 and Series 65 licenses. 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 an asset-allocation-driven investment process focused on diversification, long-term holding periods, and disciplined rebalancing, primarily utilizing institutional asset-class funds including Dimensional Fund Advisors (DFA) offerings.

Charles Andrew III is a financial advisor at EverSource Wealth Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked previously at CWM, LLC, Cetera Advisor Networks, Carson Wealth, and Larson Financial Group. Outside of his advisory role, he serves as a board member and volunteer for the Financial Planning Association and operates a consulting business focused on scalable productivity for business owners. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a detailed investor profiling process.

Michael Abeshaus is a CFP® and holds a Series 65 license with 17 years of industry experience. He has been with TCI Wealth Advisors, Inc. in Tucson, AZ since 2009. 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 emphasizes an asset-allocation-driven investment process with a focus on diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds including Dimensional Fund Advisors (DFA) funds.

Sean Bennett is a financial advisor at Centaurus Financial, Inc. in Tucson, AZ, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been with Centaurus Financial since 2017 and also maintains an affiliation with Catalina Investments. Outside of his advisory role, he is involved in offering group health insurance policies and term life insurance sales, and he serves as a notary public. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm provides a range of financial planning and portfolio management services, utilizing both discretionary and non-discretionary arrangements and employing various analytical approaches and third-party resources.

Lisa Zak is a financial advisor with Principal Financial Services in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Crest Insurance, Principal Life Insurance Company, and Princor Financial Services Corporation, and she is involved in sales support activities at Vetrano Financial Services. Outside of her advisory work, she has a notary commission but does not use it for business purposes. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm provides access to third-party money manager programs and financial planning with various promoter and referral arrangements.

Stephen Rodgveller is a financial advisor with Centaurus Financial, Inc. in Tucson, AZ, holding a Series 66 license and bringing 16 years of industry experience. He has been with Centaurus Financial since 2017, following a one-year tenure at St. Bernard Financial Services, Inc. Rodgveller operates under the DBAs Modern Wealth Management Group LLC and Friendly 401k for branding and marketing purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, utilizing various analytical approaches and allowing both discretionary and non-discretionary management arrangements.

Luke Reilly is a financial advisor with Principal Financial Services based in Tucson, AZ. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Alliance Group and multiple entities within Principal since 2020. He is also licensed as an insurance agent for life, annuities, disability income, long-term care, health, and Medicare supplements. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.