Nicholas George Fieldson

Joel Beyer is a financial advisor at 21:5 Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Heritage Wealth Management and RFG Advisory. Beyer has been self-employed since 1989 and founded 21:5 Advisors in 2024. 21:5 Advisors provides investment management, comprehensive financial planning, and facilitates estate-planning document preparation through third-party technology platforms. The firm serves individuals, high-net-worth clients, charitable organizations, and businesses, employing a mix of passive and active investment strategies guided by modern portfolio theory and emphasizing integrated operational and cybersecurity planning.

James Kennon is the sole advisor at Kennon Wealth Management, LLC in Goodyear, AZ, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Monticello Investment Services, Inc. and Northwestern Mutual Investment Management before founding his current firm. In addition to his advisory role, he owns and operates the Jim Kennon Financial Network as an insurance agent. Kennon Wealth Management serves individual clients by assisting them with the selection and oversight of third-party money managers rather than directly managing client portfolios. The firm provides ongoing monitoring and coordination while the managing member maintains an active insurance practice alongside his advisory work.

Charles Herman Jr. is a ChFC® credentialed financial advisor with five years of industry experience, currently practicing at Authentic Financial Planning in Peoria, AZ. His background includes roles in financial planning, tax preparation, mortgage brokerage, insurance, and real estate sales. Outside of advisory services, he is involved in tax preparation and accounting through his business, The Money Agency, and operates a mortgage lending firm. Authentic Financial Planning serves individuals, families, business owners, and corporations with ongoing financial planning and investment management through tiered packages and project-based services. The firm offers a multi-meeting initial planning process, regular reviews, and a mix of billing options, supported by affiliated businesses in insurance, tax, real estate, and mortgage services disclosed as separate lines of business.

Patrick Church is the sole advisor at Church Capital, an independent investment advisory firm based in Buckeye, AZ. He holds Series 63 and Series 65 designations and has 17 years of industry experience, including prior roles at LPL Financial and Pacific West Financial Consultants Inc. Church Capital serves individual and high-net-worth clients, as well as a limited number of pension and profit-sharing plans. The firm provides discretionary portfolio management primarily using equities and ETFs, employs technical analysis and both long- and short-term trading, and acts as an ERISA 3(38) fiduciary offering retirement plan model management and consulting.

John Welch is the principal advisor at Welch Private Wealth in Litchfield Park, AZ. He holds a Series 65 designation and has 0 years of industry experience. Prior to founding the firm, he served 16 years in the United States Air Force and currently serves in the Air Force Reserves as an F-35 instructor pilot. Welch Private Wealth provides comprehensive financial planning, project-based planning, and discretionary investment management primarily for individual and high-net-worth clients. The firm combines fundamental analysis with Modern Portfolio Theory to develop customized investment strategies and offers educational seminars and workshops to groups and the public.

Denver Nowicz is a financial advisor with Wealth For Life, LLC, holding a Series 65 designation and 12 years of industry experience. His prior roles include positions at Simplicity Wealth, LifePro Asset Management, and Regal Investment Advisors. In addition to advisory work, he has been an independent insurance agent since 2001. Wealth For Life, LLC provides discretionary portfolio management for individual and high-net-worth clients, using a combination of analytical methods and a long-term trading approach across mutual funds, equities, fixed income, and ETFs. The firm manages approximately $21.1 million in assets over about 25 client accounts.