Kelly Pickering

Shay Stiers is a financial advisor at Preston Investments with a Series 65 designation and four years of industry experience. Prior to joining Preston Investments in 2020, Stiers held various positions including roles at Walmart and Kenai Peninsula Community College. Preston Advisory Services provides discretionary portfolio management and investment advice primarily to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a combination of fundamental analysis and trading strategies, offering tailored portfolio management and model portfolios through custodians such as Charles Schwab and Interactive Brokers.

Kelly Shuffler is a financial advisor at Preston Investments with four years of industry experience. She holds a Series 65 designation and previously worked at Aspire Medical Centers and Cerbat Chiropractic. Preston Advisory Services provides discretionary portfolio management and investment advice primarily to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers tailored portfolio management, model portfolios, and guidance on ETFs and mutual funds, managing client accounts on a discretionary basis with a combination of fundamental analysis and both long- and short-term trading strategies.

Scott Preston is the principal of Preston Investments with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Preston Investments since 1998 and at Cetera Advisors LLC from 2013 to 2018. Outside of advisory services, he is a 50% owner of Preston Investments, which also engages in estate planning and fixed insurance. Preston Advisory Services provides discretionary portfolio management and investment advice primarily to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a combination of fundamental analysis and both long- and short-term trading strategies, offering tailored portfolio management and model portfolios through custodians such as Charles Schwab and Interactive Brokers.

Frank Vestal is a financial advisor at Core Planning with one year of industry experience. He holds a Series 65 credential and has prior experience with 11 Financial and as a firefighter with the Kingman and Mohave Valley Fire Departments. Outside of finance, he works as an occupational health technician providing basic life support medical services. Core Planning offers fee-based financial planning and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, using a combination of in-house advice, third-party money managers, and model portfolios.

David Ingram is a financial advisor at Independent Financial Group, LLC with 19 years of industry experience. He holds a Series 66 designation and has been with Independent Financial Group since 2011. Outside of his advisory role, he owns and manages residential rental properties in Arizona. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and provides access to various advisory programs and third-party asset managers.

Ricky Carroll is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available to select employees. The firm uses algorithmic assessments to recommend investment strategies executed via mutual funds and ETFs with annual rebalancing.