Joel Beyer

Chase Floyd is the principal of The Financial Chase LLC and holds Series 63 and Series 65 licenses, with nine years of industry experience. He previously operated Floyd Financial Services LLC since 2015. The Financial Chase LLC is a registered investment adviser that provides discretionary investment management and financial planning services to individual and business clients. The firm employs a long-term, fundamentally driven investment approach centered on strategic asset allocation using diversified mutual funds and ETFs, with portfolios managed on a discretionary basis.

Ryan Betts is the sole advisor at Betts LLC in Phoenix, AZ, holding a Series 65 designation with eight years of industry experience. He has worked at Larry B. Betts, CPA and operated Ryan Betts PC, accumulating over 15 years in related fields. Betts LLC provides advisory services primarily through referrals to third-party money managers such as Rockefeller Capital Management. The firm serves individuals, high-net-worth clients, and business entities, focusing on long-term investment strategies aligned with client objectives and risk tolerance while not directly managing client assets.

Robert Kerns III is a financial advisor with Kerns Legacy Planning LLC in Phoenix, AZ, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, Merrill, and American Family Insurance. Outside of his advisory work, he serves as an assistant coach for the U14 youth ice hockey team with the Coyotes Amateur Hockey Association in Scottsdale, Arizona. Kerns Legacy Planning LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs fundamental analysis, modern portfolio theory, and technical analysis, utilizing long-term, short-term, and options trading strategies, including the use of margin and derivatives within separately managed accounts.

Charles Hirlinger is a financial advisor with Covenant Financial Advisors, LLC in Phoenix, AZ, holding the PFS™ and Series 66 designations and bringing 25 years of industry experience. He has worked with multiple firms including Cambridge Investment Research and operates his own CPA practice, Charles Hirlinger Company, PC, which provides tax consultation and accounting services. Covenant Financial Advisors offers investment management, financial planning, and retirement plan services to individuals, trusts, and business entities. The firm integrates investment advice with affiliated accounting and tax-preparation services, utilizing a balanced ETF-based approach and providing specialized ERISA retirement-plan advisory and consulting services.

Peter Martin is the sole advisor at Martin Financial Solutions, LLC, an independent firm based in Sun City West, AZ. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, having led his firm since 2012. In addition to his advisory work, Martin is an independent insurance agent specializing in disability, life, accident, and health insurance. Martin Financial Solutions provides discretionary portfolio management and financial consulting to individuals, trusts, and estates. The firm focuses on asset allocation primarily using exchange-traded funds, incorporating fundamental, cyclical, and technical analysis, and also offers a bi-monthly economics newsletter on a subscription basis.

Gregory Lane is a CFP® with 22 years of industry experience and is the sole advisor at Wellfit Financial in Phoenix, AZ. He has been operating Lane Financial, P.C. since 2009. Wellfit Financial provides asset management and financial consulting primarily to individual and high-net-worth clients, focusing on portfolios composed mainly of ETFs, mutual funds, and other publicly traded securities. The firm emphasizes continuous account supervision with regular reviews and employs a mix of fundamental, technical, and cyclical analysis without accepting discretionary trading authority.