Dawna Westberg Welch

Jean Buillet is the principal of Makarios Investments Inc and holds a Series 65 credential. He has experience operating his own advisory firm since 2025 and has been involved in tax consulting and real estate businesses for over a decade. Outside of advisory services, he also manages tax preparation and consulting and participates in residential and commercial real estate activities. Makarios Investments provides discretionary investment management and financial planning to individuals, families, trusts, estates, and small businesses. The firm employs a combination of fundamental and technical analysis with a focus on long-term asset allocation, cash-flow needs, and tax efficiency, offering a range of strategies that include strategic and tactical asset allocation, dividend-oriented income portfolios, and total-return growth models.

Riley Rosebee is a Series 65-licensed financial advisor with one year of industry experience, currently operating as the sole advisor at Montis Management in Sedona, AZ. His prior roles include positions at Godspeed, Stocktwits, and the PGA Tour. He is also involved with Sedona Golf Resort outside of his advisory work. Montis Management provides discretionary investment portfolio management primarily to individual and high-net-worth clients, utilizing a trend-following investment approach across traditional and alternative asset classes. The firm emphasizes a documented investment policy process and exercises full discretionary trading authority on behalf of its clients.

Linda Rachel is a financial advisor at Guardian Capital Group LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Guardian Capital Group since 2009. Outside of her advisory role, she is a partner at DA Vines Vineyard LLC, a family-owned farm and winery where she assists with viticulture. Guardian Capital Group provides investment advisory and financial planning services to individuals, families, trusts, small businesses, and charitable organizations. The firm employs a strategic asset allocation approach using mutual funds, ETFs, and other securities, and offers discretionary portfolio management alongside written financial plans and consulting engagements.

Paul Majane is a financial advisor with Trust Advisory Group Ltd in Sedona, AZ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at StoneX Securities Inc, AGES Financial Services, Ltd., and Source Capital Group, Inc. He serves on the Board of Directors of Parade Deck Holdings, Inc., an organization that works with military veterans through partnerships with the VA, VFW, and other military groups. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and ERISA consulting. The firm employs a multi-team approach with about 30 advisors and utilizes a range of investment strategies, including proprietary models and third-party platforms, managing approximately $494 million in discretionary assets.

Matthew Fitzgerald is a CFP® with nine years of industry experience, currently serving as a financial advisor at Uptick Partners, LLC. He previously worked at Edward Jones for nine years and has a background that includes managing an online publication focused on retirement in his local community. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation approach supported by third-party managers and risk-assessment tools, offering services that include investment management, financial planning, tax planning, and retirement plan consulting.

Heidi Bird is a financial advisor at RFG Advisory, LLC with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Thrivent Financial for Lutherans and Independent Financial Group. Outside of her advisory role, she volunteers as a coach for Girls on the Run, a nonprofit organization focused on building confidence in young girls. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing a combination of active and passive strategies across various investment vehicles and maintaining a role as sub-adviser to a multi-ETF suite.