Linda Kay Rachel

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 65 and Series 63 designations with 35 years of industry experience. He has led various iterations of his firm since 1989, focusing on tax and financial services. Howlett Tax Services provides investment advisory and financial planning primarily to individual clients, alongside an affiliated accounting practice that prepares approximately 150 tax returns annually. The firm offers non-discretionary investment management with diversified portfolios and combines tax preparation with advisory work within a single-shareholder, accountant-affiliated structure.

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.

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.

Heidi Bird is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. She has previously worked at Thrivent Financial for Lutherans and Independent Financial Group. Outside of her advisory role, she volunteers as a coach for Girls on the Run, a nonprofit organization that trains young girls for 5K runs. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a diverse client base with portfolio management, financial planning, and alternative investment options.