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.

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.

Michael Kochanski is a financial advisor at Parkwoods Wealth Partners, LLC in Tucson, AZ. He holds a Series 65 designation and has been in the industry since 2025, with prior experience spanning several financial services roles as well as positions in education. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified portfolios primarily composed of mutual funds, ETFs, and fixed-income ladders.

Edward Carpenter is a financial advisor with Union Capital Company in Tucson, AZ, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. His career includes roles at Colonial Life Insurance, Humana, and multiple firms within the insurance and transportation sectors. In addition to his advisory work, he is involved in Medicare insurance sales with Humana. Union Capital Company serves individuals, trusts, estates, charitable organizations, and corporations through a ten-advisor team managing approximately $150 million across about 414 client accounts. The firm employs portfolio management based on Modern Portfolio Theory, utilizing mutual funds, ETFs, individual securities, and various analytical techniques, primarily managing assets on a non-discretionary basis.

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.