Gregory Smith

Troy Short is a financial advisor at Arizona Wealth Strategies LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Attessa Capital, LLC, Harrison Wealth Management, and Champion Bank. Arizona Wealth Strategies LLC is a registered investment adviser providing discretionary asset management services tailored to individuals, high-net-worth clients, trusts, small businesses, and estates. The firm utilizes fundamental, technical, and cyclical analysis with a toolkit that includes options and private placements, conducting quarterly account reviews and allowing client-directed restrictions.

Michael Meixler is the principal of Meixler Investment Management, Ltd. in Show Low, AZ, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has led his independent firm since 2013. Outside of advisory work, Mr. Meixler is involved in farming activities on the Meixler Family Farm, including a project to develop small family farms and charitable community gardens. Meixler Investment Management, Ltd. provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, managing approximately $189.7 million in client assets. The firm employs a mix of fundamental, technical, and cyclical analysis to manage roughly 550 client accounts on an individualized, discretionary basis, utilizing a range of securities and active trading techniques.

Michael Cook is a financial advisor with McCauley Investment Advisory, LLC in Chandler, AZ, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Highland Advisory Group since 2010, where he is also involved in insurance sales as an agent and partner. McCauley Investment Advisory provides discretionary portfolio management and financial planning primarily to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm tailors investment programs to client objectives and risk tolerance, often employing sub-advisors or third-party managers, and offers retirement-plan advisory services with limited-scope ERISA 3(21) fiduciary support.

Thomas Cook is a financial advisor with McCauley Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at McCauley Investment Advisory since 2012 and maintains ongoing roles with Highland Advisory Group and Cook Financial Services, Inc. Outside of advisory services, he is involved as a managing partner and insurance agent at Highland Advisory Group and operates an employer benefits business through Cook Financial Services. McCauley Investment Advisory provides discretionary portfolio management and financial planning primarily to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm offers tailored investment programs implemented on a discretionary basis and also serves as a limited-scope ERISA 3(21) fiduciary for plan sponsors.

William Berger is a financial advisor with Primerica Advisors, holding the ChFC® designation and Series 63 and 65 licenses, and has 43 years of industry experience. His career includes roles at Guardian Life Insurance Company from 1991 to 2021 and Park Avenue Securities since 2021. He is involved in other financial services activities through Camelback Financial Group, LLC. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and business consulting. The firm utilizes a range of proprietary and third-party investment strategies and provides various account-level services such as lending solutions and donor-advised funds.

Karen Sherlock is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. She has 25 years of industry experience, including over a decade with Schwab Wealth Advisory and more than 20 years with Charles Schwab. Outside of her advisory role, she assists restaurant owners at L'Amore in Phoenix. Schwab Wealth Advisory provides non-discretionary investment advice and wealth-management services to eligible Schwab brokerage clients, utilizing Schwab’s asset-allocation models and proprietary research tools. The firm operates within The Charles Schwab Corporation’s integrated product and service ecosystem, offering clients access to a wide range of investment options and financial planning services.