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.

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.

Nathan Frederico is a financial advisor at Agave Wealth Advisors in Tucson, AZ, holding a Series 65 designation with 14 years of industry experience. He has worked at several firms, including Mayfield Investment Management and Jamestown Wealth Management, and serves as president and sole owner of Mayfield Financial & Estate Protection Services, an insurance agency. Agave Wealth Advisors provides financial planning and investment management to both individual and institutional clients, employing a mix of fundamental, strategic, and technical analysis to guide portfolio construction and oversight. The firm is notable for combining discretionary portfolio management with affiliated insurance services, serving a diverse client base that includes pensions, trusts, and business entities.

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.

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.

Mark Silverman is a CFP® with 18 years of experience in financial advising. He has led Silverman + Associates Wealth Management, LLC since 2011 and has been involved with Silverman & Associates since 2008. Outside of his advisory role, he participates periodically in a radio show called $aving With $ilverman. Silverman + Associates Wealth Management, LLC provides discretionary investment management and financial planning for individual and high-net-worth clients. The firm manages portfolios based on client goals and risk tolerance, utilizing external managers and held-away account tools, and conducts quarterly account reviews.

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.

Bradley Singer is the sole advisor at Vail Financial Advisors and holds the CFA® designation along with Series 65 and Series 66 licenses. He has 15 years of industry experience, including eight years at Financial Engines Advisors L.L.C. prior to founding Vail Financial Advisors. Vail Financial Advisors provides discretionary investment management and financial planning services for individuals, high-net-worth clients, trusts, and estates. The firm employs a combination of fundamental and technical analysis to create customized portfolios using mutual funds, ETFs, and individual securities, focusing primarily on long-term strategies with periodic rebalancing.

Quinton Holton is a financial advisor with Holton & Kosanke Wealth Management, LLC, holding the CFP® and ChFC® designations and possessing 29 years of industry experience. He previously worked at Next Financial Group Inc for 11 years before joining his current firm in 2017. Holton is also an independent insurance agent, offering insurance products through unaffiliated issuers. Holton & Kosanke Wealth Management serves individuals, small businesses, and retirement plan sponsors by providing financial planning, investment consultation, and retirement-plan advisory support. The firm emphasizes comprehensive planning and refers clients to third-party investment managers, maintaining an advisory role without directly managing client assets.

Peter Kosanke Jr. is a CFP® professional with 27 years of industry experience, currently serving at Holton & Kosanke Wealth Management, LLC since 2017. He previously worked with Next Financial Group Inc. and operated his own advisory firm, Peter Kosanke LLC. He is also an independent insurance agent offering insurance products through unaffiliated providers. Holton & Kosanke Wealth Management provides financial planning and investment consultation to individuals, small businesses, and retirement plan sponsors. The firm emphasizes written comprehensive or modular plans, educational workshops, and referrals to pre-screened third-party investment managers who hold discretionary authority over client portfolios.

Sherry Miller is a financial advisor at Shepherd Wealth & Retirement LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at LPL Financial LLC and Retirement Financial Services, Inc. Miller has been involved with Retirement Financial Services, Inc., a non-variable insurance business, since 1995. Shepherd Wealth & Retirement advises individual and institutional clients, including high-net-worth individuals and retirement plans, offering discretionary and non-discretionary portfolio management, retirement-plan consulting, and financial planning. The firm customizes asset allocations based on clients’ goals and risk tolerance and employs a range of investment strategies, including the use of derivatives and insurance products through its affiliation with Retirement Financial Services, Inc.

Nicholas Gelso is a financial advisor at 6|21 Private Wealth with seven years of industry experience. He holds a Series 65 designation and has previously worked at Beckett Collective, Fortress Investment Advisors, and Wells Fargo. Gelso is a co-owner of both 6|21 Private Wealth and Beckett Collective, where he provides financial advice. 6|21 Private Wealth offers financial planning, investment management, retirement plan management, and advisory services to a selective client base including retirement plan sponsors, family offices, foundations, and individuals. The firm emphasizes diversified asset allocation using low-cost ETFs and index funds, occasional individual securities, and alternative strategies, while providing tailored and model portfolio approaches along with educational seminars.