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.

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.

Shannon Chandler is a financial advisor at SEM Wealth Management in Tucson, AZ, holding Series 63 and Series 66 licenses with 23 years of industry experience. She has been with Strategic Equity Management Inc. since 2002. SEM Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, and other entities, typically through referrals from other financial professionals. The firm manages approximately $920 million in assets across about 2,010 client relationships, utilizing tactical, dynamic, and strategic model programs based on technical and quantitative analysis to execute discretionary trades.

Lynsey Richter is a financial advisor at GR Financial Group, LLC with 21 years of industry experience. She holds the Series 66 designation and has worked at GR Financial Group since 2015, previously spending 15 years with Mutual Securities. GR Financial Group is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses with discretionary portfolio management and financial planning. The firm utilizes 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 including digital-asset ETFs and a performance-fee option for qualified clients.

Jacob Anderson is a financial advisor at Fortress Financial Solutions, LLC in Tucson, AZ, holding a Series 65 designation. He has worked in the financial services industry since 2023, including roles at Anderson Pacific, LLC and as a sole proprietor. Prior to his financial advisory roles, he held positions in various sectors such as education and retail. Fortress Financial Solutions, LLC is a fee-only, SEC-registered advisory firm serving individuals across wealth levels, business owners, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a disciplined investment process managed by an in-house committee, offering strategies that include fundamental analysis, technical analysis, and impact/ESG investing.

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.