Wendy Hobbs is a financial advisor with LPL Financial in Tucson, AZ, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. She has operated Hobbs Advisory Services since 2009 and has been with LPL Financial since 2004. Outside of her advisory roles, she is a notary public for the State of Arizona. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning, model-portfolio advisory, and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

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 provides 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, global diversification, and client-specific 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.

Darla East is the sole advisor at D Squared Capital Management, LLC, an independent firm based in Oro Valley, AZ. She holds a Series 65 designation and has 21 years of industry experience, including 16 years managing portfolios at D Squared Capital Management. The firm provides discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, and business entities, offering both wrap fee and non-wrap advisory programs. Its investment approach combines fundamental, technical, charting, and cyclical analysis, utilizing a range of strategies including active trading, option-based positions, and margin use.

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.

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.

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.

Joseph Wright is a CFP® certificant with 17 years of industry experience. He founded Joseph Wright Investments in 2013 and has a background in independent insurance sales dating back to 2004. Outside of financial advising, he owns an unrelated concierge services business. Joseph Wright Investments provides written financial planning and individualized portfolio management to individuals, including high-net-worth clients, and business entities. The firm uses an asset-allocation process tailored to client goals and employs both fundamental and technical analysis in security selection, offering discretionary and non-discretionary management with a range of investment options including limited digital asset allocations.

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.

Kelly Kleinsasser is a financial advisor at Ridge Capital Advisors, LLC with 17 years of industry experience. She holds the ChFC® designation and Series 63 license. In addition to her advisory role, Kleinsasser is a partner and officer at Forward Strategies Insurance Brokerage, where she focuses on marketing life insurance and fixed annuities to agents nationwide. Ridge Capital Advisors provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth households, and employer-sponsored plans. The firm employs a mix of fundamental, technical, and cyclical analysis, and offers ERISA retirement-plan services as well as educational seminars and workshops.

Douglas Riegger is a financial advisor at Southwest Investment Advisors, Inc. in Tucson, AZ, holding a Series 66 designation with two years of industry experience. He has worked at LPL Financial LLC and Southwest Investment Advisors since 2023. Prior to his financial advisory career, he held various roles including ownership of a sole proprietorship and involvement in the hospitality sector. Southwest Investment Advisors primarily serves individual investors and pension-plan clients, offering discretionary investment management, portfolio reviews, and standalone financial planning. The firm manages approximately $325.7 million in client assets and employs an asset allocation approach based on Modern Portfolio Theory, utilizing a range of packaged investment vehicles and fixed-income securities.

Jeremy Neis is a financial advisor at Retirement Evolutions Wealth Management LLC in Tucson, AZ, holding a Series 65 designation with nine years of industry experience. He also serves as a project manager for KT Construction LLC, a custom home development business. Retirement Evolutions Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, using a combination of fundamental, technical, charting, and cyclical analysis to guide both long-term and short-term investment strategies.

John Haubert is a Series 65-licensed advisor with 19 years of industry experience, currently with Zeches Wealth Management Group since 2014. He is also a certified public accountant with over 30 years at J Michaele Haubert CPA PC, providing tax preparation and accounting services. Zeches Wealth Management is a state-registered advisory team serving individual and high-net-worth clients with asset management, financial planning, and consulting. The firm combines investment advice with integrated tax planning through its affiliation with a separate CPA practice.

Conner Kleinsasser is a financial advisor at Ridge Capital Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked with various insurance companies since 2020. Outside of finance, he is the owner and web designer of CK Design, a web design business he has operated since 2015. Ridge Capital Advisors provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth households, and employer-sponsored retirement plans, using a combination of fundamental, technical, and cyclical analysis to manage portfolios. The firm also offers ERISA retirement-plan services and facilitates access to insurance products and third-party advisory programs through referral arrangements.

Shane Reed is a financial advisor at Schulz Financial Group in Tucson, AZ, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Commonwealth Financial Network and LPL Financial, as well as a 20-year career in the U.S. Air Force. Schulz Financial Group provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses asset allocation and security selection based on Modern Portfolio Theory, offering ongoing portfolio management with quarterly reviews focused on rebalancing, tax-loss harvesting, and alignment with client objectives.

Theodore Goodyear is a financial advisor at Abbey Hill Financial Advisors, LLC in Oro Valley, AZ, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Deutsche Bank Securities Inc., Vail Resorts, and Astranis. Outside of advising, he is the founder of Aether Investments LLC, where he engages in investment-related real estate and drone videography. Abbey Hill Financial Advisors is an independent firm providing personalized financial planning and investment management to individuals, trusts, estates, and retirement plans. The firm employs a structured investment approach focusing on global diversification, risk management, and tax efficiency, managing client accounts with regular reviews and documented investment policies.

Nicholas Trujillo is a financial advisor at Schulz Financial Group with a Series 66 designation and three years of industry experience. His prior work includes roles at Commonwealth Financial Network, LPL Financial, U.S. Bank, and Vantage West Credit Union. Outside of his advisory role, he is involved in fixed insurance sales. Schulz Financial Group provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation and security selection based on Modern Portfolio Theory, with quarterly account reviews focusing on rebalancing, tax-loss harvesting, and alignment with client objectives.

David Bowen is a CFP® with 29 years of industry experience, currently serving at Southwest Investment Advisors, Inc. since 2024. He has worked at LPL Financial, LLC since 2004. Bowen also operates David Bowen CFP LLC, a business entity for tax and investment purposes. Southwest Investment Advisors primarily serves individual investors and a smaller number of pension-plan clients, offering discretionary investment management and financial planning services. The firm manages approximately $325.7 million in client assets using a Modern Portfolio Theory-based asset allocation approach and serves over 1,100 clients with a team of four advisors.

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.

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.