Bridgette Gavagan is a financial advisor with PFG Advisors, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at United Planners, OSAIC, Securities America, and LPL Financial. Since 2017, she has also been involved with EstateDocsPro. 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 combines model portfolios and third-party managers, emphasizing macro allocation strategies implemented with index-based ETFs alongside fundamental and technical analysis.

Timothy Mangus is a financial advisor with PFG Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at United Planners, OSAIC, Securities America, BBVA Wealth Solutions, and TdAmeritrade. 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 using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

Matthew Vining is a financial advisor at PFG Advisors with five years of industry experience. He holds a Series 66 designation and has worked at firms including United Planners, Securities America, and Batie and Co Capital Management. 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.

Darren Kennon is a financial advisor at PFG Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including United Planners, Securities America Inc, and LPL Financial. He has managed his own advisory business since 1995 and has concurrent roles at Forest Home LLC and Truwest Credit Union. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and financial institutions. The firm’s investment approach involves model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs, supported by multiple marketplace platforms and strategic industry relationships.

Katrina Furler is a financial advisor with PFG Advisors in Omaha, NE, holding Series 63 and Series 66 credentials and 16 years of industry experience. Her career includes roles at Securities America and OSAIC, and she has also worked as a pet sitter with Rover since 2024. 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 combines firm-developed model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis.

Michael Tomscha is a financial advisor at PFG Advisors in Keizer, OR, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at United Planners, OSAIC, and Raymond James Financial Services. In addition to his advisory work, he has been involved in real estate ownership since 2021. 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 firm-developed model portfolios and third-party managers, emphasizing top-down macro allocation with index-based ETFs alongside fundamental and technical analysis.

Thomas Rindahl is a CFP® and ChFC® with 25 years of industry experience, currently serving as a financial advisor at PFG Advisors in Tempe, AZ. His career includes roles at United Planners, Securities America, Inc., and LPL Financial. He has maintained his own practice and has worked with TruWest Credit Union since 2009. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and financial institutions. The firm’s investment approach combines model portfolios and third-party money managers with top-down macro allocation and index-based ETFs, supported by multiple marketplace platforms and an online estate-planning integration.

Curtis Davis is a financial advisor at PFG Advisors with 39 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including LPL Financial, Securities America, and United Planners. Davis is also the president and founder of Davis Financial Management Inc., a marketing entity associated with his advisory practice. 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 advisors who utilize firm-developed models and third-party managers, emphasizing top-down macro allocation and routine portfolio monitoring.

Sabina Valic is a financial advisor with PFG Advisors in Phoenix, AZ, holding a Series 66 license and 24 years of industry experience. She has worked at firms including Scottsdale Capital Advisors and Securities America, Inc. Outside of finance, she teaches ballet at Master Ballet Academy and is affiliated with the Yen-Li Chen Ballet School. PFG Advisors provides fee-based investment advisory services to individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm’s investment approach includes model portfolios, third-party managers, and a focus on macro allocation using index-based ETFs combined with fundamental, technical, and cyclical analysis.

Anthony Rocha is a financial advisor with PFG Advisors in Peoria, AZ, holding Series 63 and Series 65 licenses and totaling 29 years of industry experience. His career includes roles at United Planners, Securities America, Inc., LPL Financial, and credit unions such as Copper State and Canyon. He also serves on the finance committee for Most Holy Trinity Catholic Church in Phoenix. PFG Advisors provides fee-based investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions, utilizing model portfolios, third-party managers, and a multi-platform approach focused on macro allocation and ongoing portfolio monitoring.

Andrew Van Dyke is a financial advisor with PFG Advisors in Boise, ID, holding Series 63 and Series 65 licenses. He has five years of industry experience and has previously worked at firms including United Planners, OSAIC, Securities America, and MWA Financial Services. 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 uses firm-developed model portfolios and third-party managers, focusing on top-down macro allocation with index-based ETFs and regular portfolio monitoring and rebalancing.

James Merkel is a financial advisor with PFG Advisors in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at United Planners, Securities America, Inc., LPL Financial, and operating under his own name since 2019. Merkel has been with PFG Advisors since 2015. PFG Advisors provides fee-based investment advisory services to a diverse client base including individuals, retirement plans, trusts, 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, implementing an investment approach that combines model portfolios, third-party managers, and a blend of macro allocation with fundamental, technical, and cyclical analysis.

Laura Boldt is a CFP® professional with 26 years of industry experience. She is currently with PFG Advisors and previously worked at The Vanguard Group for 10 years. 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 and supports both discretionary and non-discretionary account management.

Kurtis Anderson is a financial advisor with PFG Advisors in La Jolla, CA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at firms such as Cetera, LPL Financial, and Equitable 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 utilizes model portfolios and third-party managers, emphasizing a top-down macro allocation strategy implemented with index-based ETFs alongside fundamental, technical, and cyclical analysis.

Susan Bennett is a financial advisor at PFG Advisors in Phoenix, AZ, holding a Series 66 designation with 10 years of industry experience. Her prior roles include positions at United Planners, SECURITIES AMERICA, Inc., and LPL Financial. She also serves as a co-trustee of the Edna Clark Family Trust. 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 implementing exposure through index-based ETFs with periodic rebalancing.

Angela Caballero is a CFP® practitioner with 26 years of industry experience, currently serving at PFG Advisors. Her career includes roles at United Planners, SECURITIES AMERICA, Inc., and LPL Financial. She has operated her own advisory practice, Angela M Caballero, for over a decade. 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 involves model portfolios, third-party managers, and employs top-down macro allocation combined with fundamental and technical analysis.

Patrick Meraz is a financial advisor at PFG Advisors in Houston, TX, holding a Series 66 designation with two years of industry experience. Prior to joining PFG Advisors, he worked at United Planners, OSAIC, and First Service Credit Union. PFG Advisors provides fee-based investment advisory services to a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, 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 and multiple platform offerings.

Alex Rosen is a financial advisor at PFG Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including United Planners, OSAIC, Securities America, Equitable Advisors, and Axa Advisors. PFG Advisors provides fee-based investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm offers portfolio management, financial and retirement planning, and access to third-party managers, utilizing model portfolios and a combination of top-down macro allocation with fundamental, technical, and cyclical analysis.

John Boothby is a financial advisor with PFG Advisors and holds a Series 66 designation. He has 11 years of industry experience, including eight years at Morgan Stanley and two years at Merrill. He currently works in the Phoenix, AZ area. PFG Advisors provides fee-based investment advisory services to a wide range of clients, 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 and turnkey platforms, utilizing model portfolios and index-based ETFs alongside fundamental and technical analysis.

John Griffith is a financial advisor with PFG Advisors in Eugene, OR, holding a Series 66 license and 10 years of industry experience. His career includes roles at Ameriprise Financial Services, Securities America, and Oregon Community Credit Union. He has been with PFG Advisors since 2020. 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 features model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs and strategic portfolio monitoring.