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Jo Ann R

Series 65

Sun City, AZ

FSG Financial Services, Inc.

Jo Ann Regan is a financial advisor with FSG Financial Services, Inc. in Sun City, AZ, holding a Series 65 credential and eight years of industry experience. She has held leadership roles at affiliated firms including FSG Tax Advisors, Inc. and Financial Security Group of AZ, Inc., where she serves as president and insurance agent. Regan is also involved in tax preparation and resolution services through FSG Tax Advisors. FSG Financial Services provides discretionary investment management and portfolio oversight primarily for individual clients, tailoring strategies to client objectives, time horizons, and risk tolerances. The firm employs a mix of fundamental, technical, charting, and cyclical analysis and operates with delegated discretion, conducting periodic account reviews and offering educational seminars.

Wealth management
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Dewey G

Series 65

Sun City, AZ

FSG Financial Services, Inc.

Dewey Gough is a financial advisor at FSG Financial Services, Inc. with a Series 65 credential and three years of industry experience. He has been with FSG Financial Services since 2022 and is also involved with Financial Security Group of AZ, Inc., where he serves as an Administrative Manager. FSG Financial Services provides discretionary investment management and portfolio oversight primarily for individual clients, using a range of analytical approaches tailored to clients’ objectives and risk tolerance. The firm also conducts public educational seminars and manages accounts with delegated discretion, including the use of sub-advisors.

Wealth management
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Gerald B

Series 63, Series 65

Sun City, AZ

FSG Financial Services, Inc.

Gerald Barnes is a financial advisor with FSG Financial Services, Inc. in Sun City, AZ, holding the Series 63 and Series 65 credentials and bringing nine years of industry experience. He previously worked at Client One Securities LLC, OnPointe Advisory and Financial Services LLC, and Managed Assets. Barnes also serves as an insurance agent at Financial Security Group of AZ, Inc., where he sells fixed and indexed annuities, dedicating about half of his time to this role. FSG Financial Services, Inc. manages approximately $52 million across 163 clients, providing discretionary asset management and portfolio monitoring for a range of individual investors. The firm utilizes fundamental, technical, charting, and cyclical analysis to create client-specific investment strategies and conducts quarterly account reviews.

Wealth management
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