Scott Sollars is a CFP® professional with 25 years of experience in financial advising. He is currently with Benefit Financial Services Group and previously worked at Schwab Wealth Advisory, Inc. among other firms. Sollars holds the Series 66 designation and is based in Phoenix, AZ. Benefit Financial Services Group serves individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through wealth management and institutional services. The firm manages over $1.5 billion in discretionary assets and consults on approximately $18 billion in retirement plan assets, employing diversified, model-based investment strategies that include mutual funds, ETFs, private investments, and ESG approaches.

Arash Navi is a CFP® and CFA® at Benefit Financial Services Group with seven years of industry experience. He has worked at Benefit Financial Services Group since 2019 and previously spent three years at Stevens First Principles Investment Advisors. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions, managing approximately $1.53 billion in discretionary assets and $18.0 billion in retirement plan assets under consultation. The firm employs a diversified, model-based investment approach using a combination of fundamental, quantitative, qualitative, and technical analysis, and offers specialized programs including options-based borrowing and cryptocurrency strategies.

Sophia Liu is a CFP® professional with eight years of industry experience, currently serving at Benefit Financial Services Group. Her prior roles include positions at Focus Partners Wealth, Capital Group-Private Client Services, Merrill Lynch, and other financial firms. Benefit Financial Services Group advises a broad client base including individuals, trusts, family entities, corporations, and employer-sponsored retirement plans. The firm combines multiple analytical approaches to construct diversified portfolios and offers a range of strategies including ESG and options-based programs, managing over $1.5 billion in discretionary assets and consulting on approximately $18 billion in retirement plan assets.

Brent Miller is a CFA® charterholder with eight years of industry experience. He currently works at Benefit Financial Services Group and has previously been with Focus Partners Wealth, LLC and Gradient Analytics. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions. The firm employs a diversified, model-based investment approach that incorporates fundamental, quantitative, qualitative, and technical analysis, managing over $1.5 billion in discretionary assets and consulting on approximately $18 billion in retirement plan assets.

Steven Yamshon is a financial advisor with Benefit Financial Services Group in Irvine, CA, holding a Series 65 designation and bringing 28 years of industry experience. His prior work includes over three decades at Stevens First Principles Investment Advisors and a recent role with the USDA Forest Service. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through wealth management and institutional services divisions. The firm employs a diversified, model-based investment approach incorporating various asset types and strategies, managing over $1.5 billion in discretionary assets and consulting on approximately $18 billion in retirement plan assets.

Henry Vanbuskirk is a CFP® with 11 years of experience in financial advising. He is currently with Benefit Financial Services Group and has held roles at Focus Partners Wealth, LLC, Cetera, and Richardson and Company, CPAs, Inc. He also holds a Series 63 license. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through wealth management and institutional services. The firm manages $1.53 billion in discretionary assets and consults on $18.0 billion in retirement plan assets, employing a diversified, model-based investment approach that includes mutual funds, ETFs, private investments, and ESG strategies.

Braden Priest is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with Benefit Financial Services Group since 2015 and also worked at Focus Partners Wealth, LLC starting in 2026. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through separate divisions focused on wealth management and institutional services. The firm combines fundamental, quantitative, qualitative, and technical analysis to construct diversified, model-based portfolios and manages over $1.5 billion in discretionary assets, with significant retirement plan consultation assets.

Christopher Rowey is a financial advisor with Benefit Financial Services Group, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has been with Benefit Financial Services Group since 2016 and concurrently affiliated with Bfsg, LLC since 2007. His career also includes a recent association with Focus Partners Wealth, LLC starting in 2026. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and retirement plans through wealth management and institutional services divisions. The firm employs a multi-faceted investment process using diversified model-based allocations and offers programs including derivatives, options strategies, and cryptocurrency exposure, managing significant assets across discretionary portfolios and retirement plan consultations.

Patrick Powers is a CFP®, CFA®, and PFS™ at Benefit Financial Services Group with 22 years of industry experience. He has been with the firm since 2016. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm provides wealth management, institutional pension consulting, and tax preparation services, focusing on diversified, outcome-oriented portfolios and fiduciary retirement plan management.

Chad Noorani is a Series 65 licensed financial advisor with 13 years of industry experience. He is affiliated with Benefit Financial Services Group and has also worked with Focus Partners Wealth, LLC. Noorani has been with Benefit Financial Services Group since 2011. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its divisions BFS Wealth Management and BFS Institutional Services. The firm manages approximately $1.53 billion in discretionary assets and consults on about $18.0 billion in retirement plan assets, utilizing a diversified investment approach that includes fundamental, quantitative, qualitative, and technical analysis.

Paul Horn is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with Benefit Financial Services Group and has held roles at several firms including Focus Partners Wealth and Puplava Securities. Benefit Financial Services Group serves individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through wealth management and institutional services. The firm employs a diversified, model-based investment approach incorporating multiple asset classes and strategies, and manages over $1.5 billion in discretionary assets alongside extensive retirement plan consultations.

Grace Lau is a CFA® charterholder and holds a Series 65 license with 29 years of industry experience. She has worked at Benefit Financial Services Group since 2017 and previously spent 20 years at Pacwest Financial Management, Inc. Grace is currently also affiliated with Focus Partners Wealth, LLC. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through dedicated wealth management and institutional services divisions. The firm manages a diversified portfolio using fundamental, quantitative, qualitative, and technical analysis and is notable for its scale of retirement plan consultation assets and its array of affiliated service providers.

Nicole Chou is a financial advisor with Benefit Financial Services Group and holds a Series 65 designation. She has seven years of industry experience, including roles at Focus Partners Wealth, LLC and Sperry Equities. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and retirement plans through its wealth management and institutional services divisions, managing over $1.5 billion in discretionary assets and consulting on approximately $18 billion in retirement plan assets. The firm employs a diversified, model-based investment approach that incorporates multiple types of securities and strategies, including options and cryptocurrency exposure, and maintains notable affiliate relationships within the Focus Financial Partners network.

Martina Schackman is a CFP® and CFA® with 33 years of industry experience. She is currently with Benefit Financial Services Group and its related entities, where she has worked since 2007, including prior roles at Prudential Investment Management Services and Liberty Capital Management, Inc. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions. The firm employs a diversified, model-based investment approach incorporating multiple asset types and independent managers, and manages over $1.5 billion in discretionary assets along with $18 billion in retirement plan consultations.

Mark Blom is a CFP® professional with 19 years of industry experience, currently serving at Benefit Financial Services Group since 2017. His prior roles include positions at Charles Schwab and RIA Advisors. Blom is based in Phoenix, AZ, and holds Series 63 and Series 66 registrations. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions. The firm manages over $1.5 billion in discretionary assets and provides diversified, model-based investment strategies incorporating a variety of asset types and innovative borrowing programs.

Gavin Grove is a CFP® professional based in Phoenix, AZ, with three years of industry experience. He is currently with Benefit Financial Services Group and has previously worked at United Planners and several other financial firms. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions, employing a diversified investment approach that includes model-based allocations and various asset types. The firm manages over $1.5 billion in discretionary assets and provides extensive retirement plan consulting.

Darren Stewart is a financial advisor at Benefit Financial Services Group in Irvine, CA, with 19 years of industry experience. He holds a Series 65 designation and has been with Benefit Financial Services Group since 2016, as well as Focus Partners Wealth, LLC since 2026. Benefit Financial Services Group provides financial planning, portfolio management, retirement plan consulting, and participant education to individuals, trusts, family entities, corporations, and employer-sponsored retirement plans. The firm employs a diversified, model-based investment approach that incorporates multiple analysis techniques and a variety of investment vehicles, managing approximately $1.53 billion in discretionary assets and consulting on about $18.0 billion in retirement plan assets.

Aksana Munoz is a financial advisor at Benefit Financial Services Group with 12 years of industry experience and holds a Series 65 designation. She has been with Benefit Funding Services Group since 2013 and is currently associated with Focus Partners Wealth, LLC. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans, offering financial planning, portfolio management, retirement plan consulting, and participant education. The firm manages approximately $1.53 billion in discretionary assets and consults on about $18.0 billion in retirement plan assets, utilizing a diversified investment approach that includes fundamental and quantitative analysis, independent managers, and options-based strategies.

Michael Allbee is a CERTIFIED FINANCIAL PLANNER™ with 18 years of industry experience. He is affiliated with Benefit Financial Services Group, where he has worked for 10 years, and also has experience at Powers Capital Investments, Inc. and Focus Partners Wealth, LLC. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through wealth management and institutional services divisions. The firm manages approximately $1.53 billion in discretionary assets and $18.0 billion in assets under consultation, employing a diversified, model-based investment approach that incorporates fundamental, quantitative, qualitative, and technical analysis.

Keith Johnson is a CFP® professional with 29 years of industry experience. He currently works at Benefit Financial Services Group and Focus Partners Wealth, LLC. His prior experience includes roles at Allworth Financial, KMJ Financial Group, and MissionSquare Retirement. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions. The firm manages approximately $1.53 billion in discretionary assets and consults on about $18.0 billion in retirement plan assets, employing a diversified investment process that integrates fundamental, quantitative, qualitative, and technical analysis.

John Campbell is a financial advisor with Benefit Financial Services Group and holds Series 63 and Series 65 licenses. He has 21 years of industry experience and has been with Benefit Financial Services Group since 2007. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, institutional pension consulting, and tax preparation services, focusing on diversified, outcome-oriented portfolios that may include ESG strategies and cryptocurrency exposure with client consent.

Antonia Lipovac is a financial advisor with Benefit Financial Services Group, holding a Series 66 designation and seven years of industry experience. She has worked at several firms including Focus Partners Wealth, Commonwealth Financial Network, and Frank Deptola & Associates, LLC. Outside of advising, she serves as a part-time financial manager for her family’s construction company in Anaheim, CA. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its Wealth Management and Institutional Services divisions. The firm manages approximately $1.53 billion in discretionary assets and consults on about $18 billion in retirement plan assets, employing a model-based, diversified investment approach that includes the use of derivatives, options strategies, and cryptocurrency within a documented risk framework.

Erin Schullery is a financial advisor at Benefit Financial Services Group with a Series 65 designation and three years of industry experience. She previously worked at Aon and held roles in undergraduate admissions and animal rescue operations. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions, managing $1.53 billion in discretionary assets and consulting on approximately $18.0 billion in retirement plan assets. The firm uses a diversified, model-based investment approach incorporating various asset types and options strategies, and it operates within a network of affiliated service providers.

Robert Verdugo is a Series 65-licensed financial advisor with seven years of industry experience. He currently works at Benefit Financial Services Group, where he has been since 2019, and previously worked at Stevens First Principles Investment Advisors. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its Wealth Management and Institutional Services divisions. The firm manages a diversified range of investments using fundamental, quantitative, qualitative, and technical analysis, and offers solutions such as options-based borrowing programs and cryptocurrency exposure within its managed accounts.

Kyle Nixon is a Series 65-licensed advisor with 12 years of industry experience. He has worked at Benefit Financial Services Group since 2016 and is currently affiliated with Focus Partners Wealth, LLC. His career also includes a role at Powers Capital Investments, Inc. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through wealth management and institutional services. The firm manages approximately $1.53 billion in discretionary assets and consults on roughly $18.0 billion in retirement plan assets, using a diversified, model-based investment approach that incorporates fundamental, quantitative, qualitative, and technical analysis.