Randal Nelson is a financial advisor at PFG Advisors with Series 63 and Series 65 licenses and one year of industry experience. His prior work history includes roles at the Better Business Bureau GW+P and Capitol Distributing. 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 offers discretionary and non-discretionary portfolio management, financial and retirement planning, and access to third-party money managers and model portfolios emphasizing macro allocation and index-based ETFs.

Matthew Cano is a financial advisor with PFG Advisors in Santa Fe, NM, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at Securities America, Cue Financial Group, and Foothill Securities, among others. Cano has been with PFG Advisors since 2018. 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 third-party money managers and platforms.

Thomas Green is a financial advisor with PFG Advisors in Austin, TX, holding a Series 66 designation and 11 years of industry experience. His prior work history includes roles at Edward Jones, LPL Financial, Cambridge Investment Research, and United Planners. He has maintained his own advisory presence since 2015. 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 investment approach utilizes model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs supported by fundamental, technical, and cyclical analysis.

Kelly Meyer is a financial advisor at PFG Advisors with 26 years of industry experience. He holds a Series 63 designation and has worked at firms including United Planners, OSAIC, and Securities America. Meyer also has a longstanding affiliation with United Prairie Bank. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers, emphasizing macro allocation and diversified strategies implemented through multiple marketplace platforms.

Roy Morris is a financial advisor with PFG Advisors in Phoenix, AZ, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Equitable Advisors, Axa Advisors, and Securities America, among others. PFG Advisors offers fee-based investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, and corporate clients. The firm combines macroeconomic allocation with fundamental and technical analysis, primarily using index-based ETFs, and provides access to various third-party platforms and wrap programs.

Richard Landis is a financial advisor with PFG Advisors in Gilbert, AZ, holding a ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including roles at LPL Financial and Securities America, Inc. Landis has been with PFG Advisors since 2015. PFG Advisors offers fee-based investment advisory services to a diverse client base including individuals, retirement plans, trusts, and financial institutions. The firm’s approach combines model portfolios with third-party managers, emphasizing macro allocation through index-based ETFs alongside various analytical methodologies.

Todd Kalina is a CFP® professional with 21 years of industry experience, currently serving at PFG Advisors since 2015. He previously worked at Securities America Inc., Aero Federal Credit Union, and LPL Financial. In addition to his advisory role, he is involved in insurance sales through Kalina Wealth Advisors. 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 using index-based ETFs with periodic rebalancing, and supports various third-party platforms and wrap programs.

Steven Du Charme is a CFP® professional with four years of industry experience, currently affiliated with PFG Advisors in Roswell, NM. His prior experience includes roles at United Planners, OSAIC, Securities America, and Equitable Advisors. Outside of his advisory work, he serves as Treasurer for the Republican Party of Chaves County. 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 with periodic rebalancing.

Owen Farnsworth is a financial advisor at PFG Advisors with 14 years of industry experience. He holds a Series 66 designation and has previously worked at firms including United Planners Financial Services, U.S. Bancorp Advisors, and Securities America. Outside of his advisory role, Farnsworth provides part-time bookkeeping services through MSB Capital LLC and DirtFX LLC. PFG Advisors offers fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers, focusing on macro allocation and index-based ETFs, with services supported by technology platforms such as Wealth.com and various marketplace providers.

Gregory Linnebur is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at OSAIC, Securities America, CUSO Financial Services, Altier Credit Union, and LPL Financial. 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.

Justin Jolly is a financial advisor with PFG Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at LPL Financial, Securities America, Mutual Securities, and United Planners. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm combines top-down macroeconomic allocation with fundamental and technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

Michael Melby is a financial advisor at PFG Advisors with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America, Inc., Foothill Securities, Inc., and Cue Financial Group, where he also served in executive roles. Melby has maintained a long-term involvement in insurance sales spanning over two decades. PFG Advisors offers fee-based investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, charitable organizations, corporations, and financial institutions. The firm’s investment approach involves both firm-developed model portfolios and third-party managers, utilizing top-down macro allocation with index-based ETFs, supported by fundamental, technical, and cyclical analysis.

Andrew Johnson is a financial advisor at PFG Advisors in Gilbert, AZ, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at United Planners, OSAIC, Securities America, Bancwest Investment Services, Bank of the West, Bank of America, and Merrill. 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 mix of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed advisor network across many offices.

Jodie Gallovich is a financial advisor with PFG Advisors in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at United Planners, SECURITIES AMERICA, Cue Financial Group, and Priority Financial RIA. She also acts in a fiduciary capacity as a power of attorney. 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 maintains a distributed advisor network with multiple strategic platform and referral relationships.

Brenda Ashworth is a Certified Financial Planner (CFP®) with 40 years of industry experience. She has worked with PFG Advisors since 2018 and has prior experience at Securities America, Cue Financial Group, and Foothill Securities. Outside of her advisory role, she serves on the board of a nonprofit counseling service and volunteers in financial oversight for a school supporting students with learning disabilities. PFG Advisors offers 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 with index-based ETFs and fundamental, technical, and cyclical analysis, supported by multiple marketplace platforms and estate-planning technology.

Christian Beck is a financial advisor with PFG Advisors in Eugene, OR, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at United Planners, OSAIC, SECURITIES AMERICA, Inc., Charles Schwab & Co., Inc., and LPL Financial. Outside of financial advising, he has been involved in property management through Beck Property Management, LLC. 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 network of approximately 104 advisors operating under various trade names.

William Batie is a financial advisor with PFG Advisors in Albuquerque, NM, holding Series 63 and Series 65 designations and over 31 years of industry experience. His career includes roles at United Planners, OSAIC, Securities America, and managing his own firm, Batie And Company Capital Management, since 2013. He is also involved with Cue Insurance Sales. 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, principally using index-based ETFs with periodic rebalancing, and offers access to multiple third-party platforms and wrap programs.

Mark Nickles Jr. is a financial advisor at PFG Advisors in Phoenix, AZ, holding a Series 66 designation with five years of industry experience. His prior roles include positions at United Planners, OSAIC, and Bank of America, among others. 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 investment approach involves a network of advisors utilizing firm-developed model portfolios and third-party managers, emphasizing top-down macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis.

Rafael Balderrabano is a financial advisor with PFG Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at United Planners, CUSO Financial Services, and CUNA Brokerage Services, among others. 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, principally utilizing index-based ETFs with periodic rebalancing, and offers access to various third-party money managers and platforms.

Tracy Cuda is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Her career includes roles at United Planners, SECURITIES AMERICA, and Cue Financial Group, where she has also served as senior vice president. She is involved in trust services as trustee of the CUDA Family Trust for Mom. PFG Advisors offers fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach involves model portfolios and third-party managers with a focus on macro allocation using index-based ETFs, supported by integrated technology platforms and multiple marketplace partnerships.