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Allen B

Series 63, Series 66

Peoria, AZ

Kingdom Financial Group, LLC

Allen Braunbeck is a financial advisor with Kingdom Financial Group, LLC, holding Series 63 and Series 66 designations and with 26 years of industry experience. His prior experience includes roles at Fullerton Financial Planning, Charles Schwab & Co., Morgan Stanley, E*TRADE, TD Ameritrade, and Scottrade. Kingdom Financial Group, LLC provides investment advisory and financial planning services to individual clients, managing approximately $520.9 million in discretionary assets. The firm uses a sub-advisory relationship with AE Wealth Management for portfolio management and offers financial planning and consulting as separate services.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
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Jessie T

Series 66

Peoria, AZ

Kingdom Financial Group, LLC

Jessie Tranchina Satterfield is a financial advisor with Kingdom Financial Group, LLC in Peoria, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Kingdom Financial Group in 2026, she worked at Strategy Financial Group, LPL Financial, U.S. Bancorp Investments, The Vanguard Group, and Wells Fargo in various roles. Outside of finance, she owns and operates Children of God Clothing, a clothing store where she designs and sells apparel. Kingdom Financial Group, LLC provides investment advisory and financial planning services to individual clients, managing approximately $520.9 million in discretionary assets through a team of 18 advisors. The firm uses a sub-advisory relationship with AE Wealth Management and offers a range of services including portfolio management, financial planning, seminars, and newsletters.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
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Joshua B

Series 65

Peoria, AZ

Kingdom Financial Group, LLC

Joshua Becker is a financial advisor at Kingdom Financial Group, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked with Fullerton Financial Planning and Kingdom Financial Group since 2019. Becker is also the owner and Managing Partner of Impele Holdings LLC, an investment company focused on private enterprises in Southern and Eastern Africa. Kingdom Financial Group provides investment advisory and financial planning services to individual clients through discretionary portfolio management, comprehensive financial plans, and educational seminars. The firm manages approximately $520.9 million in discretionary assets and serves around 1,785 clients with a team of 18 advisors.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
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Steven F

Series 63, Series 66

Peoria, AZ

Kingdom Financial Group, LLC

Steven Fullerton is a financial advisor with Kingdom Financial Group, LLC in Peoria, Arizona, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has operated Fullerton Financial Planning since 2011, providing financial planning strategies and insurance services. Outside of finance, he is a member of the Fullerton Foundation, a charitable nonprofit organization. Kingdom Financial Group primarily serves individual clients with personalized financial planning and consulting, offering a range of services from comprehensive plans to ongoing consultations. The firm outsources investment analysis and portfolio management to third parties while maintaining client communication and suitability oversight.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
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Tyler P

Series 66

Peoria, AZ

Kingdom Financial Group, LLC

Tyler Price is a financial advisor at Kingdom Financial Group, LLC in Peoria, AZ, holding a Series 66 designation with three years of industry experience. His work history includes roles at Fullerton Financial Planning and USAA Investment Management Company. Kingdom Financial Group, LLC serves individual clients by providing investment advisory and financial planning services, managing approximately $520.9 million in discretionary assets through a team of 18 advisors. The firm utilizes model portfolios and third-party money managers via a sub-advisory relationship and offers comprehensive planning, seminars, and newsletters.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
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Zachary T

Series 65

Peoria, AZ

Kingdom Financial Group, LLC

Zachary Tobey is a financial advisor at Kingdom Financial Group, LLC in Peoria, AZ, holding a Series 65 credential with four years of industry experience. His prior work includes roles at Fullerton Financial Planning and various positions in the golf and service industries. Kingdom Financial Group serves individual clients with personalized financial planning and consulting, offering both comprehensive and modular plans, educational seminars, and referrals to third-party money managers. The firm outsources investment analysis and portfolio implementation while maintaining responsibility for client communication and suitability reviews.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
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Lucas G

Series 66

Peoria, AZ

Kingdom Financial Group, LLC

Lucas Graybill is a financial advisor at Kingdom Financial Group, LLC in Peoria, AZ, holding a Series 66 designation. He has been working in the financial services industry since 2023, with prior experience at Fidelity Investments, Raymond James, and various roles outside finance including at Swissport and FiveIron Golf. Kingdom Financial Group primarily serves individual clients by providing personalized financial planning and consulting, educational seminars, and referrals to third-party money managers. The firm outsources investment analysis and portfolio implementation while maintaining responsibility for client communication and suitability reviews.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
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Matthew Z

CFP®, Series 63, Series 66

Peoria, AZ

Kingdom Financial Group, LLC

Matthew Zuccaro is a CFP® professional with 25 years of industry experience. He is currently affiliated with Kingdom Financial Group, LLC and has previously worked at Fullerton Financial Planning, Weathability, and Schwab Private Client Investment Advisory, Inc. Zuccaro holds Series 63 and Series 66 licenses. Kingdom Financial Group primarily serves individual clients, offering personalized financial planning, educational seminars, and referrals to third-party money managers. The firm utilizes outsourced investment analysis and third-party managers for portfolio implementation while maintaining responsibility for suitability reviews and client communication.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
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Trinity G

Series 63, Series 66

Peoria, AZ

Kingdom Financial Group, LLC

Trinity Grace is a financial advisor at Kingdom Financial Group, LLC with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill, The Vanguard Group, and JPMorgan Chase Bank. Kingdom Financial Group provides investment advisory and financial planning services to individual clients, utilizing a sub-advisory relationship with AE Wealth Management for portfolio management and offering separate financial planning and consulting services. The firm serves approximately 1,785 clients and manages about $520.9 million in discretionary assets.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
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Chase B

CFP®, Series 66

Peoria, AZ

Kingdom Financial Group, LLC

Chase Barrett is a CFP® with four years of industry experience, currently serving at Kingdom Financial Group, LLC. His prior experience includes roles at Wells Fargo Bank, Wells Fargo Clearing, and Morgan Stanley. He is also affiliated with Fullerton Financial Planning. Kingdom Financial Group, LLC provides investment advisory and financial planning services to individual clients, managing over $520 million in discretionary assets. The firm employs a team-based approach, utilizing sub-advisory relationships and offering comprehensive financial plans, seminars, and newsletters.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
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Brian K

Series 66

Peoria, AZ

Kingdom Financial Group, LLC

Brian Kendrick Jr. is a financial advisor with Kingdom Financial Group, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Equitable Advisors, LLC, and Fullerton Financial Planning, as well as non-investment-related positions at DoorDash and in wellness and beverage companies. Kingdom Financial Group, LLC provides investment advisory and financial planning services to individual clients, managing approximately $520.9 million in discretionary assets through a team of 18 advisors. The firm employs a sub-advisory approach utilizing AE Wealth Management and offers separate financial planning and consulting services.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
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Matthew T

Series 65

Peoria, AZ

Kingdom Financial Group, LLC

Matthew Tobey is a financial advisor with Kingdom Financial Group, LLC, holding a Series 65 designation and one year of industry experience. He previously worked at Fullerton Financial Planning for nine years before joining Kingdom Financial Group. Kingdom Financial Group serves individual clients by providing personalized financial planning and consulting, educational seminars, and referrals to third-party money managers. The firm offers both comprehensive and modular plans and utilizes outsourced investment analysis and third-party managers for portfolio implementation while maintaining responsibility for client communication and suitability reviews.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
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Leslie W

Series 63, Series 66, Series 65

Peoria, AZ

Kingdom Financial Group, LLC

Leslie Winchester is a financial advisor with Kingdom Financial Group, LLC, holding Series 63, Series 65, and Series 66 licenses and 14 years of industry experience. Prior to joining Kingdom Financial Group and Fullerton Financial Planning in 2024, Leslie worked at Foundations Investment Advisors, Asset Preservation Wealth & Tax, and has experience as a licensed Realtor assisting clients with real estate transactions. Kingdom Financial Group, LLC provides investment advisory and financial planning services to individual clients, managing approximately $521 million in discretionary assets. The firm uses a sub-advisory relationship to access model portfolios and third-party managers, offering both portfolio management and financial planning services to a client base of nearly 1,800 individuals.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
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Dallas F

Series 65

Peoria, AZ

Kingdom Financial Group, LLC

Dallas Fox is a financial advisor at Kingdom Financial Group, LLC in Peoria, AZ, holding a Series 65 designation with two years of industry experience. Prior to joining Kingdom Financial Group in 2023, he worked at Fullerton Financial Planning from 2019 to 2023. His background also includes roles at Grand Canyon University and Dutch Bros Coffee. Kingdom Financial Group primarily serves individual clients, providing personalized financial planning and consulting services, including educational seminars and referrals to third-party money managers. The firm combines outsourced investment analysis with tailored client services, offering both comprehensive and modular plans to meet diverse client needs.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
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Jacob A

Series 66, Series 63

Peoria, AZ

Kingdom Financial Group, LLC

Jacob Adams is a financial advisor at Kingdom Financial Group, LLC with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fullerton Financial Planning, Annexus, and The Vanguard Group. He also serves on the board of directors for The Adams Agency, a property and casualty insurance company. Kingdom Financial Group provides investment advisory and financial planning services to individual clients, managing approximately $520.9 million in discretionary assets. The firm utilizes sub-advisory relationships to access model portfolios and third-party managers while offering fixed-fee and hourly financial planning services.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
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Stephanie F

Series 65

Peoria, AZ

Kingdom Financial Group, LLC

Stephanie Fullerton is a financial advisor with Kingdom Financial Group, LLC in Peoria, AZ, holding a Series 65 credential and over seven years of industry experience. She has been with Kingdom Financial Group since 2018 and has operated Fullerton Financial Planning since 2004. Outside of her advisory work, she is involved with the Fullerton Foundation, a charitable nonprofit organization. Kingdom Financial Group primarily serves individual clients, offering personalized financial planning, educational seminars, and referrals to third-party money managers. The firm outsources investment analysis and plan preparation while maintaining client communication and suitability reviews, providing both comprehensive and modular service options.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
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Nurjemal A

Series 63, Series 66

Scottsdale, AZ

Kingdom Financial Group, LLC

Nurjemal Adams is a financial advisor at Kingdom Financial Group, LLC in Scottsdale, AZ, with seven years of industry experience. They hold Series 63 and Series 66 licenses and have previously worked at Fidelity Investments and The Vanguard Group. Outside of financial services, Adams has experience in the restaurant industry and higher education. Kingdom Financial Group, LLC provides investment advisory and financial planning services to individual clients, managing approximately $521 million in discretionary assets. The firm uses sub-advisory relationships to access model portfolios and offers standalone financial planning, seminars, and newsletters to its client base.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
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