Timothy Schott is a financial advisor at ATON Advisors, LLC with 23 years of industry experience. He holds the PFS™ and Series 66 designations and has been with ATON Advisors since 2010. ATON Advisors is an independent firm providing personalized, fee-only financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach emphasizes strategic asset allocation using factor-based and passively managed index funds and ETFs, with global diversification and customized investment policy statements.

Michael Miller is the sole advisor at R.B. Financial Group, an independent advisory firm based in Marana, AZ. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Miller has been with R.B. Financial Group since 2005. R.B. Financial Group is a fee-only, independent sole proprietorship that provides discretionary portfolio management primarily for individual, corporate, trust, and retirement accounts. The firm focuses on fixed-income investors, employs a value-oriented approach to equity selection, and emphasizes dividend-paying equities and investment-grade bonds, with accounts reviewed monthly and managed on a discretionary basis.

Gautham Jain doesn’t just offer financial advice; he engineers financial roadmaps. As President of Jain Wealthonomics, he combines the analytical precision of an engineer with the fiduciary standard of a CFP® professional to help families build, protect, and transition their legacies. Before dedicating himself to financial stewardship, Gautham spent over two decades as a Senior Product Manager at General Motors. There, he managed risk and built multi-year strategic roadmaps for high-stakes, multi-million dollar initiatives. Today, he translates that "Fortune 500 discipline" into personal finance—engineering life roadmaps designed to navigate market volatility and ensure clients reach their destinations with certainty. Gautham believes a robust financial plan must be as efficient as it is effective. With over seven years of specialized experience in Tax Planning, he integrates tax-optimization strategies directly into the planning process, ensuring your wealth isn't eroded by avoidable "leakage." Holding an M.S. in Engineering and an Executive MBA in Finance & Economics, Gautham brings rare intellectual rigor to the table. However, his most important credential is his fiduciary duty: an unwavering commitment to act solely in your best interest. A leader in the Arizona community, Gautham also co-leads financial literacy initiatives for the Financial Planning Association (FPA), driven by the belief that an educated client is an empowered client.

Cody Peck is a financial advisor at Mahogany Financial Strategies LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services and Iliad Wealth Solutions. Outside of his advisory work, he serves as a board member for Sands Club, a private business club, and as treasurer of Reach for the Stars, a nonprofit focused on youth mental health and STEM education. He is also a partner in Network Outdoors, LLC, a company that supports networking for outdoorsmen. Mahogany Financial Strategies provides investment management and retirement-plan consulting primarily for qualified retirement plans and institutional clients. The firm offers tailored investment programs and serves in both limited-scope 3(21) fiduciary and discretionary 3(38) investment manager roles, combining pension consulting with direct advisory services at a small, recently established scale.

Victor Hess is a financial advisor at Buttonwood Advisors, LLC with 22 years of industry experience. He holds the PFS™ designation and Series 63 and 66 licenses. In addition to his advisory role since 2010, Hess operates a CPA practice specializing in tax planning and preparation. Buttonwood Advisors offers fee-for-service integrated financial planning and implementation support for individuals, high-net-worth clients, businesses, trusts, and estates. The firm focuses on financial education and client advocacy, coordinating with third-party specialists for investment management rather than managing assets directly.

Roy Morris is a financial advisor with PFG Advisors in Phoenix, AZ, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Equitable Advisors, Axa Advisors, and Securities America, among others. PFG Advisors offers fee-based investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, and corporate clients. The firm combines macroeconomic allocation with fundamental and technical analysis, primarily using index-based ETFs, and provides access to various third-party platforms and wrap programs.

Charles Sera is a financial advisor at Dynamic with 13 years of industry experience. He holds a Series 65 designation and has worked at Catalina Wealth Partners, Yellowstone Partners, and Ferguson Investment Services. In addition to his advisory role, he is licensed to sell non-variable insurance products, including long-term care and fixed annuities. Dynamic serves a diverse client base, including individuals, trusts, pension plans, and other advisers. The firm offers portfolio management, financial planning, and sub-advisory services, often employing a client-specific, long-term investment approach that integrates various asset types and supports other advisers through technology and operational resources.

Randolph Moore is a financial advisor with United Planners' Financial Services of America, holding Series 63, 65, and 66 designations and bringing 37 years of industry experience. His prior roles include work with Securities Service Network and operating under his own name, Randolph S. Moore. He is also involved in financial coaching and tax preparation services in Scottsdale and Marana, Arizona. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors. The firm uses an open-architecture platform with multiple custodians and third-party managers, primarily managing non-discretionary assets.

Tyra Moore is a financial advisor at United Planners' Financial Services of America with 29 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including SSN Advisory, Inc and RBC Capital Markets. Moore also owns More4UTaxSolutions, a business providing tax preparation, accounting, and bookkeeping services, and offers consulting services through More4USolutions: Divorce. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individual investors, retirement plans, corporations, trusts, and estates. The firm delivers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers to implement strategies, with a significant portion of assets managed on a non-discretionary basis.

Elena Suther is a financial advisor with Empower Advisory Group and holds a Series 66 designation. She has six years of industry experience, including roles at Fidelity Brokerage Services LLC and Nationwide Insurance. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach and serves a large participant base relative to its adviser headcount.

Keenan Larson is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Empower Financial Services, First Command Advisory Services, PNC Bank, and Wells Fargo. Outside of his financial advisory work, Larson coordinates groups at Zion City Downtown campus in Tucson and serves as treasurer for The Answer: A Biblical Counseling Center. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated service model is closely tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates.

John Velez is a financial advisor at Independent Financial Group, LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at First Command Advisory Services and First Command Brokerage Services. Outside of his advisory role, he is the owner of Quantum Business Coach, providing business coaching services, and serves as a board member of the Dove Mountain Rotary. He will also teach a course on Ethical Wills at the University of Arizona in 2025. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutional plans. The firm utilizes strategic asset allocation and a combination of active and passive management through both proprietary and third-party models to tailor portfolios according to clients’ risk tolerances.

Brian Gard is a financial advisor at Edward Jones in Tucson, AZ, holding the CFP® designation and a Series 66 license with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at APPS Paramedical and served for 23 years with the Northwest Fire District. He is a board member of the Marana Chamber of Commerce, where he meets monthly to provide guidance on community economic development. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.