Fortress Financial Solutions, LLC

Adam Amante is a Series 65-licensed financial advisor with Fortress Financial Solutions, LLC, where he has worked since 2007. He has 18 years of industry experience and is also involved in business and consulting through Fortress Consulting, LLC, and non-variable life insurance and fixed annuities through Fortress Insurance Brokerage, LLC. Additionally, Mr. Amante provides notary services to clients at no charge. Fortress Financial Solutions, LLC is a fee-only, SEC-registered advisory firm serving individuals, business owners, retirement plans, trusts, estates, and charitable organizations. The firm uses an investment process guided by an in-house Investment Committee, offering a range of portfolio strategies including long-term buy-and-hold and selective impact/ESG investing.

Christy Knotz is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Fortress Financial Solutions, LLC. Her prior experience includes roles at LPL Financial, American Family Insurance, The Vanguard Group, Inc., and Charles Schwab. In addition to her advisory work, she provides non-investment services through business consulting, life insurance brokerage, and notary services. Fortress Financial Solutions, LLC is a fee-only, SEC-registered advisory firm that serves a range of clients including high-net-worth individuals, business owners, and charitable organizations. The firm employs a multi-faceted investment process incorporating charting, fundamental and technical analysis, and offers discretionary and non-discretionary portfolio management alongside specialized consulting services.

Marie Gooch is a Certified Financial Planner (CFP®) and Series 65 license holder with five years of industry experience. She is the founder and Chief Compliance Officer of MarGo Financial, an independent advisory firm based in Tucson, AZ. Prior to establishing MarGo Financial, she worked at several firms including Fortress Financial Solutions and Gradient Advisors. MarGo Financial provides wealth management, financial planning, and educational seminars primarily to individual clients, including high-net-worth individuals. The firm operates as a fee-only independent adviser and focuses on selecting and monitoring third-party outside managers who have trading discretion and custody of client assets.

Justin Pierce is a financial advisor with Fortress Financial Solutions, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked at Fortress Financial Solutions since 2019 and previously held roles at Brokers International Financial Services, LLC, Nova Financial & Insurance Services, and Zimmer. In addition to his advisory work, Mr. Pierce is the owner of Triumph Enterprises, LLC, which offers life insurance and fixed annuity products through Federal Employee Benefits Advisors, LLC. 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 uses an in-house Investment Committee to develop model portfolios based on fundamental, technical, and charting analysis, offering various investment approaches including long-term buy-and-hold and impact/ESG investing.

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.

Joshua Scott is an advisor at Fortress Financial Solutions, LLC with a Series 65 designation and has been in the industry since 2023. Prior to joining Fortress, he worked at Federal Employee Benefit Advisors and Tucson Valley Investments. Outside of his advisory role, he is involved with Federal Employee Benefits Advisors, offering life insurance and fixed annuity products. Fortress Financial Solutions, LLC is a fee-only, SEC-registered advisory firm serving high-net-worth individuals, business owners, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a combination of charting, fundamental, and technical analysis through an in-house Investment Committee to construct model portfolios, offering both discretionary and non-discretionary services.

Kenneth Nesler is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has been with Fortress Financial Solutions, LLC since 2016. Fortress Financial Solutions, LLC is a fee-only, SEC-registered advisory firm serving individuals, business owners, retirement plans, trusts, estates, and charitable organizations. The firm employs a disciplined investment process guided by an in-house committee, offering services that include financial planning, investment management, and consulting across various risk profiles.