Heidi Marie Bird

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.

Patrick Howlett is the sole advisor at Howlett Tax Services, Inc. in Sedona, AZ, holding Series 63 and Series 65 designations with 36 years of industry experience. He has led related firms since 1989, focusing on both financial advisory and tax services. Howlett Tax Services provides investment advisory and financial planning primarily to individual clients, integrating a substantial tax preparation practice with advisory work. Investment management is non-discretionary and portfolios are diversified across mutual funds, equities, bonds, real estate investment trusts, and limited crypto exposure.

Riley Rosebee is a financial advisor at Montis Management with a Series 65 designation and one year of industry experience. Prior to Montis, Rosebee has held roles at firms including Godspeed, Stocktwits, and the PGA Tour. Outside of advisory work, Rosebee produces market commentary on a third-party platform, which contributes to his investment selection process. Montis Management provides discretionary investment portfolio management primarily to individual and high-net-worth clients, using trend-following strategies across traditional and alternative asset classes. The firm employs a documented investment policy statement process and exercises full discretionary trading authority.

Linda Rachel is the principal of Guardian Capital Group LLC, an independent investment advisory firm, and holds Series 63 and Series 65 licenses with 23 years of industry experience. She has led Guardian Capital Group since 2009. Outside of finance, she is a partner in DA Vines Vineyard LLC, a family-owned vineyard and winery where she assists with viticulture. Guardian Capital Group serves individuals, families, trusts, and related entities by providing investment management, financial planning, and consulting services. The firm emphasizes tailored investment policy statements and strategic asset allocation using diversified holdings, with discretionary portfolio management and ongoing third-party manager oversight.

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 10 years of industry experience, currently serving as an advisor at Uptick Partners, LLC since 2025. He previously worked at Edward Jones from 2016 to 2025. Outside of advising, he owns and manages RetiretoSedona.com, an online publication focused on relocation resources for 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 various analytical methods and offers comprehensive services including investment management, tax planning, and retirement plan consulting.