Phillip Adams is a financial advisor at Mathis Wealth Management in Phoenix, AZ, with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mathis Wealth Management since 2016, alongside prior roles at Ausdal Financial Partners and Transcend Security. Adams also served nearly three decades with the City of Phoenix Fire Department before transitioning fully into financial services. Mathis Wealth Management offers financial planning, investment management, and retirement plan consulting to a range of clients including individuals, trusts, and pension plans. The firm employs a strategic asset allocation approach and provides services such as ongoing portfolio monitoring, financial planning engagements, and ERISA consulting.

Jennifer Panicker is a financial advisor with Mathis Wealth Management who holds a Series 66 designation and has 22 years of industry experience. She has worked at several firms, including Ausdal Financial Partners and United Planners' Financial Services. Mathis Wealth Management provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, and various retirement plans. The firm employs a strategic asset allocation approach focused on diversification and offers services including portfolio management, ERISA consulting, and participant education.

Cameron Mathis is a financial advisor at Mathis Wealth Management in Phoenix, AZ, holding the CFP® designation with five years of industry experience. His prior work includes roles at Ausdal Financial Partners and United Planners Financial Services, as well as earlier experience in retail and education. Mathis Wealth Management offers financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, and various institutional clients. The firm employs a strategic asset allocation approach with diversified portfolios and provides ongoing portfolio monitoring, retirement-plan services, and one-on-one financial planning engagements.

Brock Redondo is a financial advisor at Mathis Wealth Management with one year of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Mathis Wealth Management, he worked at Ausdal Financial Partners, United Planners, and Thrivent Financial among others. Outside of his advisory role, he is involved in fixed insurance, life and health, disability, and long-term care insurance. Mathis Wealth Management offers financial planning, investment management, and retirement plan consulting to individuals, trusts, pension plans, and other entities. The firm employs a strategic asset allocation approach emphasizing diversification and provides ongoing portfolio monitoring as well as retirement-plan services including participant education.

Larry Mathis is a CFP®-certified financial advisor with over 33 years of industry experience. He is the founder of Mathis Wealth Management in Phoenix, AZ, where he has worked since 2004. Mathis has also been an author and speaker since 2006 and serves as a member of the Arizona State Treasurer Financial Literacy Task Force. Mathis Wealth Management provides financial planning, investment management, and retirement plan consulting services to individuals, trusts, estates, and various types of retirement plans. The firm employs a strategic asset allocation approach that includes diversification across equities, fixed income, mutual funds, and ETFs, and offers ongoing portfolio monitoring along with multiple billing arrangements.