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Ryan G

Series 63, Series 65

Tucson, AZ

GR Financial Group, LLC

Ryan Genzman is a financial advisor at GR Financial Group, LLC in Tucson, AZ, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GR Financial Group since 2015, following previous roles at Mutual Securities, Inc. and BGR Financial Group, LLC. Outside of advisory work, he is involved in several family and private real estate ventures. GR Financial Group provides discretionary investment management and financial planning services to individuals, charitable organizations, and corporations. The firm manages approximately $1.05 billion for about 1,548 clients through a seven-advisor team and utilizes a variety of asset-allocation and rotational strategies, including mutual funds, ETFs, equities, fixed income, commodities, and digital assets.

Concentrated stock management Active portfolio management
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Adam M

Series 65

Tucson, AZ

GR Financial Group, LLC

Adam Mc Carty is a Series 65-credentialed advisor at GR Financial Group, LLC with one year of industry experience. Prior to joining GR Financial Group, he worked at Zion City for five years and TJX, Inc. for five years. Outside of his advisory role, he operates a business consulting and leadership development firm and is an ordained minister who officiates weddings. GR Financial Group is an SEC-registered advisory firm providing discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm employs asset-allocation model portfolios primarily composed of mutual funds and ETFs, supplemented by sector, fundamental, and technical analysis, and offers a distinct Alpha Advantage strategy with a performance-fee option for qualified clients.

Concentrated stock management Active portfolio management
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Jamie G

Series 65

Tucson, AZ

GR Financial Group, LLC

Jamie Gonzales is a financial advisor at GR Financial Group, LLC in Tucson, AZ, holding a Series 65 designation with three years of industry experience. Prior to joining GR Financial Group, Gonzales worked at Marriott International. Outside of financial advising, Gonzales owns and operates a travel agency, Your Magical Adventures, LLC. GR Financial Group is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses with discretionary portfolio management and financial planning. The firm employs a team-based approach with a focus on asset-allocation model portfolios primarily composed of mutual funds and ETFs, supplemented by various analytical methods and a distinct Alpha Advantage strategy.

Concentrated stock management Active portfolio management
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Scott G

Series 63, Series 65, Series 66

Tucson, AZ

GR Financial Group, LLC

Scott Genzman is a financial advisor with GR Financial Group, LLC in Tucson, AZ, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has worked at GR Financial Group and Mutual Securities, Inc. during his career. Outside of his advisory role, he serves as a board member for the nonprofit Unite 4 Africa. GR Financial Group is an SEC-registered advisory firm that provides discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm employs a team-based approach with a focus on asset allocation using mutual funds and ETFs, supplemented by sector, fundamental, and technical analysis, and offers a distinctive Alpha Advantage strategy including digital-asset ETFs and a performance-fee option for qualified clients.

Concentrated stock management Active portfolio management
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Lynsey R

Series 66

Tucson, AZ

GR Financial Group, LLC

Lynsey Richter is a financial advisor at GR Financial Group, LLC with 21 years of industry experience. She holds the Series 66 designation and has worked at GR Financial Group since 2015, previously spending 15 years with Mutual Securities. GR Financial Group is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses with discretionary portfolio management and financial planning. The firm utilizes asset-allocation model portfolios primarily composed of mutual funds and ETFs, supplemented by sector, fundamental, and technical analysis, and offers a distinct Alpha Advantage strategy including digital-asset ETFs and a performance-fee option for qualified clients.

Concentrated stock management Active portfolio management
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Sandra W

Series 65

Tucson, AZ

GR Financial Group, LLC

Sandra Widmer is a financial advisor with GR Financial Group, LLC, holding a Series 65 designation and 15 years of industry experience. She has been with GR Financial Group since 2015, working as part of a six-advisor team based in Tucson, AZ. GR Financial Group is an SEC-registered advisory firm that provides discretionary portfolio management and financial planning services to individuals, charitable organizations, and businesses. The firm employs asset-allocation model portfolios primarily composed of mutual funds and ETFs, supplemented by sector, fundamental, and technical analysis, and offers a distinct Alpha Advantage strategy with a performance-fee option for qualified clients.

Concentrated stock management Active portfolio management
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Benjamin G

Series 65

Tucson, AZ

GR Financial Group, LLC

Benjamin Genzman is a Series 65-licensed financial advisor with 13 years of industry experience, currently serving at GR Financial Group, LLC since 2015. He is based in Tucson, AZ. Outside of his advisory role, Genzman is involved in several real estate ventures, including ownership and membership positions in various real estate-related entities. GR Financial Group, LLC is a seven-advisor team managing approximately $1.05 billion for over 1,500 clients, including individuals, charitable organizations, and corporations. The firm employs a discretionary investment management approach driven by asset allocation, sector, fundamental, and technical analysis across a range of asset classes, offering strategies that include rotation-driven and consistently invested portfolios.

Concentrated stock management Active portfolio management
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