Moses Medina

Joel Beyer is a financial advisor with 25 years of industry experience and holds Series 63 and Series 65 designations. He is currently with 21:5 Advisors, LLC, where he has worked since 2024. His prior experience includes roles at RFG Advisory, Heritage Wealth Management, 215 Advisors, and Tres Wealth Management, as well as extensive self-employment since 1989. 21:5 Advisors is a fee-only firm providing discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes asset-allocation-based portfolio construction and begins client relationships with a proprietary Financial Road Map® to address a wide range of planning topics through both ongoing and project-based engagements.

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.

Charles Herman is a ChFC® credentialed advisor with four years of experience, currently operating at Authentic Financial Planning in Peoria, AZ. His background includes roles in tax preparation, mortgage lending, insurance, and real estate sales through various related businesses. Herman is also involved in tax preparation and accounting, mortgage brokerage, insurance agency ownership, and residential real estate. Authentic Financial Planning serves individuals, families, high-net-worth clients, business owners, and some corporate clients by offering financial planning and investment advisory services. The firm employs a subscription-style billing model for tiered planning packages and integrates investment management with additional services such as insurance, mortgage origination, tax/accounting, and real estate guidance, alongside public financial education workshops.

Jonmark Richardson is a financial advisor with Valhalla Advisors LLC in Glendale, AZ, holding Series 63 and Series 65 licenses and having five years of industry experience. He is also the owner of Financial Partners of America LLC, a licensed insurance agency. Richardson has been with Valhalla Advisors since 2020 and has maintained his role at Financial Partners of America since 2011. Valhalla Advisors serves individual and business clients with portfolio management, financial planning, and estate-planning services, offering both discretionary and non-discretionary management across a range of asset classes. The firm uses a combination of cyclical, fundamental, and technical analysis and employs strategies including derivatives and structured products to manage risk and income.

Seth Mcbee is the principal advisor at McBee Advisors, Inc. in Glendale, AZ, holding a Series 66 designation with 25 years of industry experience. His career includes roles at HBW Phoenix, Inc., HBW Advisory Services LLC, Hbw Securities LLC, and Adirondack Trading Group, LLC. Outside of financial advising, he is the managing partner of Stat Caddy, a fantasy golf simulator business. McBee Advisors, Inc. provides fee-for-service investment advice and portfolio management to individuals, businesses, and trusts. The firm manages discretionary and non-discretionary portfolios using both a Strategic Asset Management approach and an Active Management Program, serving a high client count with services that include retirement planning, college funding, employee benefits, and qualified plan subaccount analysis.

Denver Nowicz is a financial advisor at Wealth For Life, LLC with 11 years of industry experience. He holds a Series 65 credential and has worked at firms including LifePro Asset Management, Regal Investment Advisors, and Ashton Thomas Private Wealth. In addition to his advisory work, he is an independent insurance agent with over 25 years in the insurance business. Wealth For Life, LLC provides portfolio management and investment advisory services primarily to individuals and high-net-worth clients. The firm uses a combination of analytical methods and focuses on long-term trading strategies across various asset classes, with discretionary portfolio management guided by written Investment Policy Statements.