Phillip Palmer

Nathan Sorensen is a financial advisor with United Advisor Group, holding Series 63 and Series 65 licenses and eight years of industry experience. He also serves as president of Sorensen Financial, PLLC, a small accounting firm where he prepares tax returns and provides bookkeeping and consulting services. Sorensen has worked with multiple firms, including Insight Wealth Management and SCF Investment Advisors. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, and family office services, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.

Daniel Morris is a financial advisor at ThePARTNERS Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors, SCF Securities, Freeport McMoran, and JP Morgan Chase. Outside of advising, Morris serves as treasurer and finance committee chair on the board of United Way of Graham & Greenlee Counties and is involved in several non-investment-related business activities including insurance sales and accounting. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing comprehensive investment management, financial planning, consulting, and retirement-plan advisory services through a multi-team advisor structure. The firm employs customized portfolio strategies using both internal and third-party models and typically manages client assets with discretionary authority.

Derek Kartchner is a financial advisor at The Partners Wealth Management with a Series 65 credential and no prior industry experience before joining the firm in 2025. He has over a decade of experience in the insurance industry, serving as President and Managing Member of Gila Insurance Group LLC since 2016. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing comprehensive investment management, financial planning, consulting, and retirement-plan advisory services through a multi-team advisor structure. The firm employs customized portfolio strategies using internal and third-party models, mutual funds, ETFs, equities, and fixed-income securities, generally with discretionary authority from clients.

Sydney Johnson is a financial advisor with United Advisor Group and holds a Series 65 license. Johnson has four years of industry experience and has worked with firms including Ash Creek Financial Advisors LLC and Sorensen Financial. Outside of advisory roles, Johnson is involved in tax preparation and bookkeeping services as well as independent insurance agency activities. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and recommended third-party money managers.

Bruce Bryce is a financial advisor at The Partners Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at SCF Investment Advisors, INC. and Global View Capital Management, Ltd. Outside of advisory work, he founded Ash Creek Tax LLC, which provides tax preparation services and oversees CPA and tax preparer operations. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans with comprehensive investment management, financial planning, and consulting services. The firm employs a multi-team advisor structure and utilizes a variety of customized portfolio strategies, including internally developed and third-party models.

Tanya Bishop is a financial advisor at GWN Securities Inc. with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Transamerica Financial Advisors, Inc. and World Financial Group. Outside of her advisory role, she is involved with Elite Financial Services, LLC, where she provides tax preparation, financial education, and assistance with budgeting and debt management. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of investment programs, including traditional asset allocation and legacy market-timing strategies.