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.

Richard Gage is a financial advisor at SEM Wealth Management in Tucson, AZ, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Strategic Equity Management since 1992, where he serves as president and focuses extensively on mutual fund asset allocation. SEM Wealth Management provides discretionary investment supervisory services and financial planning to individuals, retirement plans, trusts, and other entities, primarily through referrals. The firm employs tactical, dynamic, and strategic model programs based on technical and quantitative analysis to manage approximately $920 million in client assets.

Timothy Taschler is a financial advisor at Regal Advisory Services, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at Regal Advisory Services since 2022, following six years at Sprott Global Resource Investments Ltd. Regal Advisory Services, Inc. serves individuals, including high-net-worth clients, as well as retirement plans, trusts, foundations, and business entities. The firm provides financial planning, portfolio management, and retirement plan advisory services using a combination of fundamental and quantitative research across various managed account programs.

David Bowen is a CFP®-designated financial advisor with 30 years of industry experience. He currently works at Southwest Investment Advisors, Inc. and has served at LPL Financial since 2004. Bowen also operates a personal business entity established for tax and investment purposes. Southwest Investment Advisors primarily serves individual and high-net-worth clients as well as pension plans, offering discretionary portfolio management and financial planning services. The firm employs an asset-allocation approach based on Modern Portfolio Theory, managing approximately $387 million across about 1,150 clients with standardized model portfolios and a wrap fee program.

Albert Brown Jr. is a financial advisor at Wealth Management Partners, LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial and Raymond James Financial Services for 11 years. Brown has been with Wealth Management Partners since 2020. 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 employs a blend of fundamental, technical, and quantitative investment strategies, including active use of derivatives and margin transactions.

Laura Barnard is a CFP® professional with 10 years of industry experience. She is currently with Wealth Management Partners, LLC, where she has worked since 2018 and previously from 2015 to 2018. Her prior experience includes roles at LPL Financial and Raymond James Financial Services. Wealth Management Partners, LLC serves individuals, trusts, pension and profit-sharing plans, and corporate entities by providing discretionary asset management, standalone financial planning, and retirement plan consulting. The firm employs a combination of fundamental analysis, technical methods, and quantitative models and is notable for its active use of derivatives, margin transactions, and advisory work related to digital assets.

Bonnie Courtney is a financial advisor with Cambridge Financial Group, LLC in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Cetera Advisors-affiliated firms and Barre3 Tucson. Cambridge Financial Group serves individuals and families, including high-net-worth clients, by providing holistic financial planning and investment advisory services that integrate tax, estate, retirement, and risk-management disciplines. The firm typically manages accounts on a discretionary basis and constructs portfolios tailored to clients’ tax situations, risk tolerance, and goals.

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.