Aaron Coates is a CFP® professional with seven years of industry experience, currently serving at Foothills Advisors, LLC. His prior roles include positions at Creative Planning and Keystone Wealth Partners. He is also the owner of Foothills Accounting & Tax, PLLC, where he provides tax preparation services. Foothills Advisors serves individual and high-net-worth clients as well as corporations, offering discretionary asset management and financial planning. The firm combines fundamental and technical analysis with Monte Carlo methods and provides public educational seminars, distinguishing itself through transparent disclosure of certain investment practices.

Timothy Maiefski is a financial advisor with Foothills Advisors, LLC in Cave Creek, AZ, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked at Vigilare Wealth Management and also operates as an insurance agent. Foothills Advisors serves individual and high-net-worth clients as well as corporations and business entities, providing discretionary asset management and financial planning. The firm offers complimentary financial plans to portfolio management clients and conducts public educational seminars, using a combination of fundamental and technical analysis alongside Monte Carlo methods in portfolio construction.

Jeffrey Jones is a financial advisor with Foothills Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Foothills Advisors since 2018 and previously at Heritage Wealth Management, LLC. Outside of advisory work, he is an insurance agent with Foothills Insurance Group, LLC. Foothills Advisors serves individual and high-net-worth clients as well as corporations, offering discretionary asset management and financial planning. The firm uses a combination of fundamental and technical analysis along with Monte Carlo methods in portfolio construction and is notable for its public educational seminars and disclosure of borrowing and derivative use in separately managed accounts.