Victor Denigris is a financial advisor at Nova Financial Services in Tucson, AZ, holding Series 65 and Series 66 licenses with 23 years of industry experience. He has been with Nova Financial LLC and Mutual Securities since 2011. Outside of his advisory role, he operates as an independent insurance agent focused on fixed insurance products. Nova Financial Services is an SEC-registered investment adviser that serves individuals, trusts, pension and profit-sharing plans, and corporate clients with asset management, financial planning, and pension consulting. The firm employs a client-focused process involving goal assessment, ongoing monitoring, and periodic rebalancing, using a limited selection of investments and a combination of fundamental, technical, and quantitative analysis.

Robin Dolezal is a CFP® with 22 years of industry experience and has been with Ironwood Financial, LLC since 2009. He is based in Tucson, AZ, and serves as part of a six-advisor team. Dolezal serves on the board of directors for the Ronald McDonald House charity. Ironwood Financial, LLC provides portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a range of strategies including individual equities and bonds, mutual funds, ETFs, derivatives-based options writing, and selective IPO participation, with portfolio allocations tailored to client goals and risk tolerance.

Connie Van Ornum is a financial advisor with Everest Financial Group, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. She has worked at Everest Financial Group since 2014 and at Securities America Inc. from 2014 to 2024. Van Ornum also serves as a successor co-trustee for her family’s trust, sharing fiduciary responsibilities with her stepsister and parents. Everest Financial Group provides investment management, financial planning, and selection-of-other-advisers services primarily to individual and high-net-worth clients. The firm manages assets on a discretionary basis using varied analytical approaches and delegating to third-party managers when appropriate, serving nearly 1,940 client relationships with approximately $1 billion in assets under management.

Alexis Stathis is a financial advisor at Attessa Capital LLC with two years of industry experience. Prior to joining Attessa Capital in 2023, Alexis worked at ArcherHall from 2021 to 2023 and has a background in law, having practiced at RPM Law and the Law Offices of Brian Chase. Attessa Capital provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients, managing approximately $318 million across about 239 advisory relationships. The firm employs a multi-faceted investment process that includes cyclical, fundamental, quantitative, and technical analysis, using a range of strategies and investment vehicles tailored to client objectives.

Luca Rassenti is a financial advisor at Advice Only in Tucson, AZ, holding a Series 65 credential with over a decade of industry experience. His prior roles include positions at Koch Asset Management, Iowa Public Employees Retirement Systems, and Treasure Technology. Advice Only, PBC provides financial planning services to individuals, high-net-worth clients, and businesses, focusing exclusively on advice without managing assets or accepting custody. The firm emphasizes tailored recommendations and generally favors passive investment strategies implemented through client-selected broker-dealers.

Christopher Campisano is a CFA® charterholder with 18 years of industry experience. He is currently with Attessa Capital LLC, where he has worked since 2023. His prior experience includes roles at Allspring Global Investors and Risk Premium Investments. Attessa Capital LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on portfolio management aligned with each client’s Investment Policy Statement. The firm integrates multiple analytical approaches and offers clients a weekly email titled “weekly thoughts” to share market insights.

Jamie Gonzales is a financial advisor at GR Financial Group, LLC in Tucson, AZ, holding a Series 65 designation with three years of industry experience. Prior to joining GR Financial Group, Gonzales worked at Marriott International. Outside of financial advising, Gonzales owns and operates a travel agency, Your Magical Adventures, LLC. GR Financial Group is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses with discretionary portfolio management and financial planning. The firm employs a team-based approach with a focus on asset-allocation model portfolios primarily composed of mutual funds and ETFs, supplemented by various analytical methods and a distinct Alpha Advantage strategy.

John Keefe is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Secure Investment Management, LLC. His prior roles include positions at Brookstone Capital Management and Bay Tree Capital Management. He is also the managing member and majority shareholder of KWM Group, LLC, a non-investment related business formed for income and expense sharing purposes. 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 and long-term, diversified allocations using low-cost mutual funds, ETFs, and third-party managers.

Jacob Kagele is a financial advisor at Nova Financial Services with 23 years of industry experience. He holds the Series 66 designation and has worked at Nova Financial since 2009, previously associated with Mutual Securities Inc. Outside of his advisory role, Kagele serves on the boards of the Blair Charity Group and the Catholic Tuition Support Organization. Nova Financial Services is an SEC-registered investment adviser that provides asset management, financial planning, and pension consulting for individuals, trusts, retirement plans, and business clients. The firm manages approximately $391 million in assets and offers portfolio management using fundamental, technical, and quantitative analysis across various investment products.

Mark Kinney is a financial advisor at Greenberg Financial Group in Tucson, AZ, holding Series 65 and Series 63 licenses with 28 years of industry experience. He has worked with firms including The Leaders Group Inc and Gradient Securities, and he owns OMG Gourmet Desserts, a wholesale gourmet treats and desserts business. Greenberg Financial Group is a team-based advisory firm managing approximately $407 million for around 800 clients, offering discretionary portfolio management and financial planning services to individuals, institutions, and charitable organizations. The firm employs active investment strategies and provides ongoing education through media programs and workshops.

Mandi Hering is a financial advisor at CSP Financial Group LLC in Tucson, AZ, holding a Series 65 designation with four years of industry experience. Her prior experience includes working with Kinghorn Financial, LLC and Kinghorn Law | Financial, along with a long tenure at Amphitheater Schools. She is also a United Healthcare Medicare Advantage Plans agent. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring based on Modern Portfolio Theory and incorporates third-party managers like Matson Money in its investment approach.

David Niichel is a CFP® and holds a Series 65 license with 11 years of experience in the financial industry. He has worked at Ironwood Financial, LLC since 2020 and previously spent seven years at TCI Wealth Advisors, Inc. in Tucson, AZ. Ironwood Financial, LLC is a registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management and financial planning, employing a range of strategies including derivatives-based approaches such as covered call writing and selective IPO participation.

James Campbell is a financial advisor at Fortress Financial Solutions, LLC with five years of industry experience. He holds the Series 65 designation and has been associated with Fortress Financial Solutions and Campbell & Company Financial LLC since 2020. Outside of advising, Mr. Campbell is a helicopter pilot for Air Methods Corporation and works as a real estate agent with Realty Executives Tucson Elite. Fortress Financial Solutions, LLC is a fee-only, SEC-registered advisory firm serving individuals, business owners, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm employs an in-house Investment Committee to develop investment selection lists and model portfolios using charting, fundamental, and technical analysis, offering both discretionary and non-discretionary services.

Dylan Greenberg is a financial advisor at Greenberg Financial Group in Tucson, AZ, holding a Series 66 license with six years of industry experience. Prior to joining Greenberg Financial Group in 2018, he worked briefly at RBC Wealth Management and Central Bank & Trust Company. Outside of his advisory role, he serves as an assistant football coach for Tucson High School. Greenberg Financial Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $331 million in client assets using a profile-driven approach that includes diversified allocations, continuous monitoring, and a range of insurance products alongside investment management.

Todd Glick is a financial advisor at Greenberg Financial Group in Tucson, AZ, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Before entering the financial industry, he worked at Troon Country Club and El Conquistador Golf. Greenberg Financial Group serves individuals, retirement plans, trusts, estates, charitable organizations, and small businesses with a range of investment advisory and financial planning services. The firm follows a profile-driven approach to portfolio management, offering diversified allocations and continuous account monitoring, and maintains a public education program including radio and television segments and no-fee workshops.

Christopher Chaffon is a financial advisor at Nova Financial Services with 17 years of industry experience. He holds the Series 66 designation and has been with Nova Financial LLC since 2015. 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, pension consulting, and referrals to third-party money managers, using a process that includes client assessment, ongoing monitoring, and periodic rebalancing.

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.

Scott Genzman is a financial advisor with GR Financial Group, LLC in Tucson, AZ, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has worked at GR Financial Group and Mutual Securities, Inc. during his career. Outside of his advisory role, he serves as a board member for the nonprofit Unite 4 Africa. GR Financial Group is an SEC-registered advisory firm that provides discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm employs a team-based approach with a focus on asset allocation using mutual funds and ETFs, supplemented by sector, fundamental, and technical analysis, and offers a distinctive Alpha Advantage strategy including digital-asset ETFs and a performance-fee option for qualified clients.