Paul Ancell Barry

Troy Short is a financial advisor at Arizona Wealth Strategies LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Attessa Capital, LLC, Harrison Wealth Management, and Champion Bank. Arizona Wealth Strategies LLC is a registered investment adviser providing discretionary asset management services tailored to individuals, high-net-worth clients, trusts, small businesses, and estates. The firm utilizes fundamental, technical, and cyclical analysis with a toolkit that includes options and private placements, conducting quarterly account reviews and allowing client-directed restrictions.

Michael Riendeau is a Series 65 licensed advisor at Stone Wealth Strategies with four years of experience in financial services. His background includes roles at Stone Advisors Inc and Electric Entertainment, as well as entrepreneurial activity through Wine Mountains. Stone Wealth Strategies serves individual clients by providing financial planning, written portfolio analyses, and educational seminars. The firm refers clients to third-party investment managers for portfolio implementation and focuses on tailored recommendations based on income, tax profile, risk tolerance, and time horizon.

James Evans is a financial advisor at Stone Wealth Strategies in Denver, CO, holding a Series 65 designation with nine years of industry experience. He previously worked at Mathies Financial Partners for three years and has operated the Law Office of James Evans since 1979. In addition to his advisory role, he is an attorney and business owner of J. D. Evans PC. Stone Wealth Strategies serves individual clients by providing financial planning, portfolio analysis, and educational seminars. The firm refers clients to third-party managers for portfolio implementation and focuses on due diligence and ongoing reviews of these managers, tailoring investment recommendations based on individual client profiles.

Michael Meixler is the principal of Meixler Investment Management, Ltd. in Show Low, AZ, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has led his independent firm since 2013. Outside of advisory work, Mr. Meixler is involved in farming activities on the Meixler Family Farm, including a project to develop small family farms and charitable community gardens. Meixler Investment Management, Ltd. provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, managing approximately $189.7 million in client assets. The firm employs a mix of fundamental, technical, and cyclical analysis to manage roughly 550 client accounts on an individualized, discretionary basis, utilizing a range of securities and active trading techniques.

Larry Stone is a financial advisor at Stone Wealth Strategies in Denver, CO, with 11 years of industry experience. He holds a Series 65 designation and has prior experience at Gearhart Geld LLC and Financial Gravity Wealth, Inc., among others. Outside of advising, he serves as president of the Columbine Center Condominium Association and owns Stone CPA LLC, an accounting firm. Stone Wealth Strategies serves individual clients by providing financial planning, portfolio analysis, and educational seminars. The firm refers clients to third-party investment managers and conducts due diligence on their portfolios, which are typically allocated using Modern Portfolio Theory and fund-of-fund programs tailored to each client’s profile.

Michael Cook is a financial advisor with McCauley Investment Advisory, LLC in Chandler, AZ, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Highland Advisory Group since 2010, where he is also involved in insurance sales as an agent and partner. McCauley Investment Advisory provides discretionary portfolio management and financial planning primarily to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm tailors investment programs to client objectives and risk tolerance, often employing sub-advisors or third-party managers, and offers retirement-plan advisory services with limited-scope ERISA 3(21) fiduciary support.