Ty Triplett

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.

Riley Rosebee is a Series 65-licensed financial advisor with one year of industry experience, currently operating as the sole advisor at Montis Management in Sedona, AZ. His prior roles include positions at Godspeed, Stocktwits, and the PGA Tour. He is also involved with Sedona Golf Resort outside of his advisory work. Montis Management provides discretionary investment portfolio management primarily to individual and high-net-worth clients, utilizing a trend-following investment approach across traditional and alternative asset classes. The firm emphasizes a documented investment policy process and exercises full discretionary trading authority on behalf of its clients.

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 nine years of industry experience, currently serving as a financial advisor at Uptick Partners, LLC. He previously worked at Edward Jones for nine years and has a background that includes managing an online publication focused on retirement in 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 third-party managers and risk-assessment tools, offering services that include investment management, financial planning, tax planning, and retirement plan consulting.

Erik Larsen is a financial advisor at Farther with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and The Retirement Group. Outside of his advisory role, he serves as treasurer and board member for the community organization Center of Universal Light and is involved in family arts and events through Earth, Art, Sound, LLC. Farther serves individual investors, trusts, and estates using a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach with bespoke and algorithmic model portfolios, automatic rebalancing, and a diversified allocation primarily among ETFs, mutual funds, equities, and fixed income.

Alexander Kozak is a financial advisor at Independent Financial Group, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Independent Financial Group and Red Valley Financial since 2022. Outside of finance, Kozak is involved in custom artwork, painting, graphic design, laser engraving, and 3D printing through his work with AleckozakArt and Bottom Table Tokens. He also serves as a member of the Cody Carter Disability Panel on Trust. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, delivering advisory programs through its AccessPoint platform and third-party asset managers.