Benjamin Katsel is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at Mariner Wealth Advisors and previously worked at Edward Jones. His background includes roles at the University of Arizona and Towne Park. Mariner Wealth Advisors is a large, multi-advisor firm serving individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $98.6 billion in assets and offers a broad range of services including investment management, financial planning, retirement plan consulting, tax services, and family office administration.

John Sturtevant is a financial advisor at GuideSource Capital Management, LLC with 20 years of industry experience. He has been with GuideSource since 2017 and previously worked at Greenberg Financial Group. He serves as a director and board member of CorporateCARE Solution, Inc., a company providing backup child and adult care benefits for employers. GuideSource Capital Management is an independent advisory firm offering discretionary portfolio management to individual and high-net-worth clients. The firm employs a variety of analytical methods and investment strategies across a broad range of asset classes while utilizing Schwab Institutional resources for trading and custody.

Wendy Hobbs is the principal of Hobbs Advisory Services in Tucson, AZ, with 45 years of experience in the financial industry. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2004. She also serves as a Notary Public for the State of Arizona. Hobbs Advisory Services is a state-registered investment adviser that provides financial planning and consulting primarily for individual clients and families. The firm offers hourly, stand-alone planning engagements without managing client assets, focusing on tailored advice related to retirement, tax efficiency, estate planning, insurance, education funding, and cash-flow analysis.

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.

Theresa Morrison is a CFP® professional with nine years of industry experience. She is currently a financial advisor at Beckett Collective and 6|21 Private Wealth, with prior roles at Fortress Investment Advisors and Blend Financial. Outside of her advisory work, she serves as COO and advisor for BlockSpaces, Inc., a fintech company focused on bitcoin software. Beckett Collective is a fee-only registered investment adviser serving individuals, high-net-worth clients, business owners, retirement plan sponsors, family offices, and charitable endowments. The firm emphasizes portfolio construction based on Modern and Post-Modern Portfolio Theory, employing low-cost ETFs, index funds, selective individual securities, and alternative investments within a disciplined, tax-aware framework.

Hi there! I’m Scott, and I help young professionals build wealth wisely while still enjoying their life and their lattes. No, you do not need to give up your $7 coffee drink to be able to retire! In my work with clients, I help answer the following questions (and more): • How much do I need to save to be financially independent (ie, retired)? • Do I have the right investments? • How do I prioritize all the financial things I have going on? • What should I select for my 401K investments? • What do I need to do to create a proper Estate Plan? • Am I taking full advantage of my employee benefits? • Is there anything I can do to lower my taxes, now or in the future? • Will my family be okay if something terrible happens to me? • Is my emergency fund adequate? • Is my spending aligned with my goals? You can read more about my services here: https://forthrightfinances.com/wealth-builder/ One last, quick note: Unlike 99% of financial advisory firms, I do not have account minimums, nor do I charge so much that you need to have a 6 figure income to afford my fee. My services are intentionally designed so that anyone, regardless of their assets or income, can get honest, straightforward, and comprehensive financial advice. Even if you're starting with $0.

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.

Darla East is a financial advisor at D Squared Capital Management, LLC, an independent firm based in Oro Valley, AZ. She holds a Series 65 designation and has 22 years of industry experience, including 16 years at her current firm. D Squared Capital Management provides discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages portfolios using a mix of fundamental, technical, charting, and cyclical analysis, offering both wrap fee and non-wrap advisory arrangements, and employs a range of strategies including active trading, option-based stock replacements, and limited short-sale transactions.

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.

Luis Rivera Hopkins is the sole advisor at RIHO Partners, LLC, an independent firm based in Tucson, Arizona. He holds Series 63 and Series 65 licenses and has eight years of industry experience, including two years as a private investor prior to founding RIHO Partners in 2017. RIHO Partners provides discretionary portfolio management services primarily to high-net-worth individuals and corporate clients, including a significant number of non-U.S. relationships. The firm employs a fundamental analysis approach with a multi-year horizon, utilizing a concentrated portfolio strategy and a broad range of investment tools such as foreign securities, derivatives, and short sales.

John Gareau is the sole advisor at Jaguar Investment Services, Ltd., an independent firm based in Marana, Arizona. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Gareau has been with Jaguar Investment Services since 1987. Jaguar Investment Services provides investment supervisory services and individualized portfolio management to a small client base that includes individuals, trusts, estates, and corporate clients. The firm emphasizes continuous, discretionary management primarily using no-load mutual funds and exchange-traded funds, tailoring portfolios to clients' objectives, risk tolerance, and liquidity needs.

Jeffrey Adam is the sole advisor at Adam Advisory, an independent registered investment adviser. He holds a Series 65 credential and has one year of experience in the financial advisory industry. Prior to founding Adam Advisory in 2026, he held various roles at Intuit from 2016 to 2021 and was involved with Bet and Win Academy LLC from 2023 to 2026. Adam Advisory offers fee-only wealth management and standalone portfolio management services for individuals and high-net-worth clients. The firm emphasizes asset allocation and modern portfolio theory, utilizing both passive and active investment vehicles with discretionary account management and quarterly reviews.

Armida Garaygordobil is the sole advisor at Ag Global Advisors LLC, an independent firm based in Tucson, AZ. She holds Series 63 and Series 65 designations and has 24 years of industry experience. She has led Ag Global Advisors since 2010. Ag Global Advisors provides tailored investment advisory and portfolio management services primarily to individual and institutional clients with multi‑million dollar investable assets. The firm serves a diverse client base including non‑U.S. residents, sovereign wealth funds, and various institutional entities, offering customized, non‑discretionary management without taking custody of client assets.

Georgia Rallis is a financial advisor at Northrock Investments, PLLC with 15 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Kestra Financial, Bank of America, and Merrill Lynch. Northrock Investments, PLLC is an independent, state-registered investment adviser serving individual and high-net-worth clients with portfolio management and financial planning services. The firm provides tailored advice using various strategies across asset classes and does not impose a minimum account size.

Lorenzo Campuzano is a financial advisor with Advisor Services, Inc. in Tucson, AZ, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Advisor Services since 1991. Advisor Services, Inc. provides investment advisory and financial planning services to individuals, retirement accounts, trusts, estates, profit-sharing plans, and corporations. The firm follows a structured asset management process based on modern portfolio theory, offering personalized investment policy statements, manager selection, and portfolio oversight, with implementation and custody arranged through institutional custodians.

Benjamin Goldberg is the principal of Enlightened Advisors Wealth Management LLC in Tucson, AZ, holding Series 65 and Series 66 licenses with 19 years of industry experience. He previously worked at H.D. Vest Advisory Services and H.D. Vest Investment Services from 2009 to 2017 and has owned Q&A Insurance Agency since 2015. Goldberg also owns Enlightened Advisors LLC, the entity he uses to conduct insurance business. Enlightened Advisors Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $8.35 million across about 42 relationships. The firm develops customized Investment Policy Statements and implements portfolios using a range of investment products, operating primarily on a non-discretionary basis and requiring explicit client approval for trades.

Daniel Jewell is the principal and sole advisor at Jewell Wealth Management Inc. in Tucson, AZ, holding Series 63 and Series 65 licenses with 11 years of industry experience. He previously worked at Horter Investment Management, LLC, and also owns Jewell Financial & Insurance Solutions Inc., where he is involved in insurance sales. Jewell Wealth Management is an independent, single-advisor firm providing discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and modern portfolio theory analyses, utilizing model-based portfolios managed in-house or by third-party sub-advisers.

Anil Potharaju is the principal of SaveVest, LLC, an independent financial advisory firm. He holds a Series 65 designation and has 10 years of industry experience. Potharaju maintains a full-time medical and academic role as an associate professor, physician, and medical director at Banner Health, and he also owns Cognisnap LLC, a business providing educational information. SaveVest, LLC offers discretionary portfolio management, financial planning, and advisory consulting to individuals and employer-sponsored retirement plans. The firm employs a combination of modern portfolio theory, fundamental analysis, and long-term purchase strategies, with an emphasis on mutual funds, ETFs, and selective use of derivatives, including complex options strategies in client accounts.

Jason Lazarow is the sole advisor at Lazarow Wealth Management in Tucson, AZ, holding a Series 66 designation with 15 years of industry experience. He previously worked at Fortress Investment Advisors from 2015 to 2017 before founding his current firm in 2016. Lazarow Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporations. The firm emphasizes passive investment strategies using diversified asset-class allocations with index funds and ETFs, while also incorporating various analytical methods in its research. Despite its modest size, the firm serves institutional clients and offers pension consulting, retirement plan services, and ongoing comprehensive planning relationships.

Robert Kahl is a CFA® charterholder and holds a Series 65 license with 27 years of industry experience. He has been managing Sabino Investment Management, L.L.C. since 2014. The firm provides investment management, financial planning, and consultation services to families, trusts, pension and profit-sharing plans, 401(k)/403(b) plans, and charitable nonprofit organizations. Sabino Investment Management employs a fundamentally driven, value-oriented investment approach that incorporates the CAPE ratio, macroeconomic analysis, and a preference for low-expense funds, with a notable focus on serving nonprofit clients through tailored processes and specialized fee schedules.