Ricky Kelley is a CFP® with 12 years of industry experience, currently operating RD Kelley Financial Group in Tucson, AZ. Prior to founding his firm in 2018, he worked for six years at Raskob Kambourian Financial Advisors. RD Kelley Financial Group is an independent advisory firm serving individual and high-net-worth clients through discretionary portfolio management and financial planning. The firm employs a fixed-fee and hourly consulting billing model and manages a focused set of investment instruments using a combination of fundamental, quantitative, and technical analysis methods.

John Sturtevant is a financial advisor at GuideSource Capital Management, LLC with 19 years of industry experience. He has held his current position since 2017 and previously worked at Greenberg Financial Group. Outside of advising, he serves as a director of strategic development and board member for CorporateCARE Solution, Inc., a company providing backup child and adult care benefits for employers. GuideSource Capital Management offers discretionary portfolio management to individual and high-net-worth clients, utilizing a range of analytical techniques and investment strategies across multiple asset classes. The firm manages a concentrated client base with accounts held at Schwab Institutional.

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.

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.

I’m a flat fee-only fiduciary who blends financial planning and tax expertise into one streamlined, all-in-one system that supports every part of your financial life. I handle the implementation and maintenance of your plan so you’re not left doing the heavy lifting—and because I don’t sell anything, the advice is always completely unbiased. Clients come to me with any question, big or small, knowing I’ll meet them where they are, explain things clearly, and offer practical, judgment-free guidance. And when couples need clarity or alignment, I help translate complex choices into simple, realistic terms so decisions feel shared, intentional, and confident.

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.

David Cook is a financial advisor with Factor Investment Solutions, LLC in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Strategy Asset Managers, LLC and has been with Factor Investment Solutions since 2012. Outside of his advisory role, Cook is licensed as an independent insurance agent. Factor Investment Solutions serves individuals, trusts, estates, charitable organizations, corporations, and other business entities by recommending and referring clients to third-party investment advisers, assisting with onboarding and client communications. The firm does not manage assets directly but focuses on aligning client objectives with suitable third-party advisers through a referral-based model.

Phillip Kaiser is a CFP®, CFA®, and Series 65 credentialed financial advisor with 10 years of industry experience. He is the sole advisor at PK Quantitative Investing, LLC, an independent firm he has led since 2021. Prior to founding his firm, he worked at Raskob Kambourian Financial Advisors, Ltd. for several years. PK Quantitative Investing, LLC provides ongoing portfolio management and investment planning primarily for individual and high-net-worth clients. The firm employs a core-and-satellite investment approach combining passive index funds with actively selected funds, equities, bonds, and options strategies, managing client portfolios with discretionary authority.

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.

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.

Christian Troche is the sole advisor at Vintage Asset Management, LLC in Tucson, AZ, holding a Series 66 designation with 24 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of financial advising, he manages OldSoul Music, LLC, an online reseller specializing in used and vintage music equipment. Vintage Asset Management is a single-advisor registered investment adviser serving individuals, high-net-worth clients, trusts, and foundations. The firm offers discretionary portfolio management through a wrap-fee program, focusing on U.S. equities, money market funds, ETFs, and closed-end funds guided by personalized Investment Policy Statements.

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.