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Joseph S

Series 66

Peoria, AZ

PFG Advisors

Joseph Strecker is a Series 66-licensed financial advisor with six years of industry experience, currently associated with PFG Advisors in Peoria, AZ. His career includes roles at United Planners and Securities America, Inc., among others. He also operates under the marketing name Cue Financial Group. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm employs a network of investment advisor representatives who utilize model portfolios and third-party managers, focusing on macro allocation strategies with index-based ETFs and multi-platform solutions.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
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Melissa G

CFP®, Series 63, Series 65

Phoenix, AZ

PFG Advisors

Melissa Greenwood is a CFP® professional with 14 years of experience in financial advisory roles. She is currently with PFG Advisors in Phoenix, AZ, having held positions at several firms including The Vanguard Group and USAA Financial Advisors. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed advisor network across multiple offices.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
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Andres E

Series 66

Phoenix, AZ

PFG Advisors

Andres Escobedo is a financial advisor at PFG Advisors with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Equitable Advisors and United Planners. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, utilizing model portfolios and a variety of marketplace platforms.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
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Victoria Y

CFP®, Series 63

Tempe, AZ

PFG Advisors

Victoria Yazzie is a financial advisor at PFG Advisors with 20 years of industry experience. She holds the CFP® and Series 63 designations. Prior to joining PFG Advisors in 2024, she worked for 18 years at The Vanguard Group, Inc. PFG Advisors provides fee-based investment advisory services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers, emphasizing top-down macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
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Michael A

ChFC®, Series 63, Series 65

Houston, TX

PFG Advisors

Michael Alexander is a ChFC® credentialed financial advisor with 36 years of industry experience. He is currently with PFG Advisors in Houston, TX, and has held roles at firms including CUSO Financial Services, LP, and First Service Credit Union. His career also includes operating under his own name since 1989. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and offers access to multiple third-party money managers and platforms.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
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Paul B

Series 63, Series 65

Mesa, AZ

PFG Advisors

Paul Batt is a financial advisor with PFG Advisors in Mesa, AZ, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Equitable Advisors and Securities America Inc. He has been affiliated with PFG Advisors since 2023. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and offers access to various third-party platforms and wrap programs.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
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Timothy M

CFP®, Series 63, Series 65

Oakland, CA

PFG Advisors

Timothy Mansell is a CFP®-certified financial advisor with 38 years of industry experience, currently affiliated with PFG Advisors. His prior experience includes roles at OSAIC, Securities America, Inc., and Wells Fargo Advisors. Mansell also works as an insurance agent, selling various life insurance products and annuities to his clients. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm uses a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily implementing exposure through index-based ETFs with periodic rebalancing.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
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Julian G

Series 66

Eugene, OR

PFG Advisors

Julian Gottshall is a financial advisor at PFG Advisors with four years of industry experience. He holds a Series 66 designation and has worked with firms including United Planners and Securities America, Inc. Outside of his advisory role, he has been involved with Oregon Community Credit Union since 2021. PFG Advisors provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily utilizing index-based ETFs with periodic rebalancing.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
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Peyton G

Series 66

Peoria, AZ

PFG Advisors

Peyton Gallovich is a financial advisor with PFG Advisors in Peoria, AZ, holding a Series 66 designation and four years of industry experience. His work history includes roles at United Planners, OSAIC, Securities America, Inc., and PFG Advisors. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm’s approach involves model portfolios and third-party managers, utilizing top-down macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis, supported by multiple marketplace platforms.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
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Harold M

PFS™, Series 63, Series 65

Deming, NM

PFG Advisors

Harold Morrow is a financial advisor with PFG Advisors, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience and has worked at multiple firms including Securities America and Cue Financial Group. Outside of his advisory work, he has been involved with the Kingdom Of The Sun Retirement Center for over a decade. PFG Advisors provides fee-based investment advisory and financial planning services to a diverse client base including individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
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Richard P

Series 63, Series 65, Series 66

Farmington, NM

PFG Advisors

Richard Pecotte is a financial advisor at PFG Advisors with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at several firms including Securities America, OSAIC, and United Planners. Outside of his advisory work, he serves as president of Pinnacle Southwest Enterprises, a company that formerly owned Papa Murphy's Pizza franchises. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed network of approximately 104 advisors.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
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Jed W

Series 63, Series 65

Rio Rancho, NM

PFG Advisors

Jed Webb is an Investment Advisor Representative at PFG Advisors with 12 years of industry experience. He has held positions at multiple firms including SECURITIES AMERICA, Inc., Foothill Securities Inc, and Cue Financial Group. Webb maintains dual registrations and operates his own advisory entity, Peter C Webb. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm’s investment approach combines model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
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Michael P

Series 63, Series 65

Peoria, AZ

PFG Advisors

Michael Prior is a financial advisor with PFG Advisors in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at firms including LPL Financial, Securities America, Inc., and United Planners. Prior is also the co-founder and CEO of RIA Partners Group, a shared services firm that helps RIA owners collaborate and reduce expenses. PFG Advisors offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and operates a distributed network of approximately 104 advisors across multiple offices.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
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Richard N

Series 65, Series 66

Albuquerque, NM

PFG Advisors

Richard Nuss is a financial advisor with PFG Advisors in Albuquerque, NM, holding Series 65 and Series 66 credentials and nine years of industry experience. His prior work experience includes roles at United Planners Financial Services, Madison Avenue Securities, Mirau Capital Management, PNC Investments LLC, J.P. Morgan Securities LLC, Robinhood Financial, Td Ameritrade, and Fidelity Brokerage Services LLC. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm delivers its investment approach through a network of representatives who utilize model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs combined with fundamental, technical, and cyclical analysis.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
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Kenneth R

Series 66

Lorena, TX

PFG Advisors

Kenneth Ragsdale is a financial advisor with PFG Advisors, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Equitable Advisors and Axa Advisors, and he currently manages his own investment entity, K Ragsdale Investments LLC. PFG Advisors offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily implementing exposure through index-based ETFs and providing access to multiple third-party platforms.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
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Anthony D

Series 63, Series 65

Anthem, AZ

PFG Advisors

Anthony Dastice is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at several firms, including United Planners, SECURITIES AMERICA, Inc., and LPL Financial, and has operated his own advisory business since 2000. Dastice also holds a non-variable insurance agent license. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed advisor network of approximately 104 professionals.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
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Scott S

Series 66

Eagle, ID

PFG Advisors

Scott Summerlin is a financial advisor with PFG Advisors, holding a Series 66 credential and 19 years of industry experience. He has previously worked at firms including Securities America, Principal Securities, and Principal Life Insurance Company. Summerlin is also a community board member of the Jayden DeLuca Foundation. PFG Advisors provides fee-based investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm’s investment approach combines model portfolios and third-party managers, emphasizing macro allocation through index-based ETFs alongside fundamental, technical, and cyclical analysis.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
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Gary H

Series 63

Owatonna, MN

PFG Advisors

Gary Hughes is a financial advisor at PFG Advisors with 38 years of industry experience. He holds a Series 63 designation and has worked with multiple firms, including Ameriprise Financial Services and Securities America. Hughes has also been associated with United Prairie Bank since 2017. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm offers discretionary and non-discretionary portfolio management, financial and retirement planning, and access to third-party managers, utilizing model portfolios and a mix of index-based ETFs with fundamental, technical, and cyclical analysis.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
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Ann M

Series 66

Gilbert, AZ

PFG Advisors

Ann Martin is a financial advisor with PFG Advisors, holding a Series 66 designation and 12 years of industry experience. Her career includes roles at SECURITIES AMERICA, J.W. Cole Financial, and currently United Planners, alongside ownership of Brogan Martin Holdings. She serves as a trustee for Fandango Trust, focusing on estate planning, and is a member of the BNI networking group in Queen Creek, AZ. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
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Thomas M

Series 63, Series 65

Phoenix, AZ

PFG Advisors

Thomas Matthews is a financial advisor at PFG Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Planners, Securities America, and The Vanguard Group. Prior to his advisory roles, he spent ten years at NGL Energy Partners LP. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and offers access to multiple third-party platforms and wrap programs.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
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