Dusti Marie Brantner

Nathan Sorensen is a financial advisor with United Advisor Group, holding Series 63 and Series 65 credentials and nine years of industry experience. He is president of Sorensen Financial, PLLC, a CPA firm that provides tax preparation, bookkeeping, and consulting services. His prior work experience includes roles at SCF Investment Advisors, Sorenson Financial, LLC, and Freeport-McMoRan, Inc. United Advisor Group offers investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non-high-net-worth and high-net-worth clients, employing a mix of discretionary portfolio management strategies that combine strategic and tactical asset allocation with value investing and multiple analysis techniques.

Daniel Morris is a financial advisor at ThePARTNERS Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors, SCF Securities, JP Morgan Chase Bank, and JP Morgan Securities. Outside of advisory work, Morris serves as the treasurer and finance committee chair on the board of directors for the United Way of Graham & Greenlee Counties. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm combines custom and model-based portfolio management with access to third-party managers and mandates use of the Amplify Platform for trading and back-office functions.

Derek Kartchner is a Series 65 licensed financial advisor with The Partners Wealth Management and has one year of industry experience. He has served as President and Managing Member of Gila Insurance Group LLC since 2016. The Partners Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers both customized portfolios and model-based management, utilizing internal models, third-party managers, and the Amplify Platform for client account management.

Phillip Palmer is a financial advisor at The Partners Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at SCF Investment Advisors, Health Net, and Global View Capital Advisors, among others. Palmer is involved in community activities, serving as treasurer for the Thatcher High School Booster Club. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm utilizes both customized and model-based portfolio management, combining internally developed models with third-party providers and requiring the use of the Amplify Platform for trading and back-office functions.

Sydney Johnson is a financial advisor with United Advisor Group and holds a Series 65 license. Johnson has four years of industry experience and has worked with firms including Ash Creek Financial Advisors LLC and Sorensen Financial. Outside of advisory roles, Johnson is involved in tax preparation and bookkeeping services as well as independent insurance agency activities. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and recommended third-party money managers.

Bruce Bryce is a financial advisor at The Partners Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors and several Global View Capital entities. Outside of his advisory role, Bryce is involved in tax preparation and consulting technology companies on market share strategies through his ownership of Ash Creek Tax LLC and other business ventures. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm uses a combination of internally developed and third-party models and mandates the use of the Amplify Platform for trading and back-office functions.