Michael Wilson is a financial advisor at Trajan Wealth, L.L.C. in Peoria, AZ, with nine years of industry experience. He holds a Series 65 designation and previously worked at MHCB Retirement Solutions, LLC. Outside of his advisory role, he is also licensed to sell various insurance products. Trajan Wealth serves primarily individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with an investment process tailored to client objectives and documented in an investment policy statement.

Nicholas Cvetanovich is a financial advisor at Trajan Wealth, L.L.C. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab and USAA in various financial planning and advisory roles. In addition to his advisory duties, Nicholas acts as an insurance agent selling fixed-indexed annuities. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management and financial planning services, employing a tailored investment process based on fundamental, technical, and cyclical analysis.

Eric Guetterman is a financial advisor with Trajan Wealth, L.L.C. in Vancouver, WA, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior roles include positions at Fisher Investments, LPL Financial, Columbia Credit Union, and State Farm Insurance. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients and various institutional entities. The firm follows a long-term, disciplined investment approach with portfolios tailored to clients’ specific circumstances and offers access to alternative private-market investments.

Cody Hall is a CFA® charterholder and holds a Series 65 license, with eight years of experience in the financial industry. He is currently with Trajan Wealth, L.L.C., where he has worked since 2022, following roles at Fisher Investments and several other firms. Outside of advisory work, he has experience running a tennis-related business offering racket stringing and lessons. Trajan Wealth primarily serves individual and high-net-worth clients, as well as foundations, endowments, and institutions, providing discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis tailored to client objectives.

David Hudson is a financial advisor at Trajan Wealth, L.L.C. in Carlsbad, CA, with 13 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Charles Schwab and Charles Schwab Bank for over a decade. Outside of his advisory role, he owns rental properties in Arizona and works part-time as an insurance agent selling fixed-indexed annuities. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and business entities. The firm emphasizes a long-term, disciplined investment approach using stocks, ETFs, and mutual funds tailored to clients’ risk tolerances and financial situations.

Samuel Gabrielson is a CFP® professional affiliated with Trajan Wealth, L.L.C. in Scottsdale, AZ, with nine years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab & Co., and The Vanguard Group. Gabrielson is also licensed to sell various insurance products and engages in insurance sales alongside his advisory duties. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm follows a long-term, disciplined investment approach focused on stocks, ETFs, and selective mutual funds, tailoring portfolios to client-specific risk tolerances and financial circumstances.

Jagger Colarossi is a financial advisor at Trajan Wealth, L.L.C. in Scottsdale, AZ, holding Series 63 and Series 66 designations with eight years of industry experience. He previously worked at The Vanguard Group, Inc. for five years and has experience in insurance sales. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to a broad range of clients, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm follows a generally long-term, disciplined investment approach, offering tailored portfolios and access to alternative private-market investments.

Peter Reilly is a financial advisor at Trajan Wealth, L.L.C. with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at R. Cubed Capital, Anchor Capital Advisors, LLC, Nationwide Investment Services Corporation, and G.distributors, LLC. In addition to his advisory role, Reilly is also involved in insurance sales. Trajan Wealth serves primarily individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, using a tailored investment process informed by fundamental, technical, and cyclical analysis.

Dan Hoey is a financial advisor with Trajan Wealth, L.L.C. holding a Series 65 designation and four years of industry experience. His prior work includes positions at Fisher Investments and Goldman Sachs. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach that incorporates stocks, ETFs, and occasional mutual funds, with portfolios tailored to client-specific factors such as risk tolerance and tax considerations.

Ethan Callahan is a financial advisor with Trajan Wealth, L.L.C. He holds a Series 65 designation and has one year of industry experience. Prior to joining Trajan Wealth in 2026, he was affiliated with Sound Income Strategies, LLC and Bulletproof Financial, Inc. DBA PRES Financial. He is involved in fixed insurance sales and retirement advisory services through Bulletproof Financial. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals, retail investors, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focusing on stocks, ETFs, and occasional mutual funds, with portfolios tailored to client-specific factors.

Daniel Stange is a financial advisor at Trajan Wealth, L.L.C. with eight years of industry experience. He holds the Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory role, he operates as an insurance agent, occasionally offering clients insurance products such as annuities. Trajan Wealth serves individual and high-net-worth clients as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with an investment approach tailored to client objectives and documented in an investment policy statement.

William Gerlach is a Series 65 licensed advisor at Trajan Wealth, L.L.C. with one year of industry experience. Prior to joining Trajan Wealth in 2026, he held positions at Foundations Investment Advisors, Northern Trust, and Northwestern Mutual. His background includes diverse roles outside finance, including work at Grand Canyon University and the Alaska Rock Gym. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, and charitable organizations. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ risk tolerances and tax situations while integrating private-market investments and coordinated planning with affiliated tax and estate professionals.

Lauri Smith is a financial advisor at Trajan Wealth, L.L.C. with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Northwestern Mutual and Wells Fargo. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients and institutional entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to client-specific factors and integrating tax, estate, and insurance planning.

Paul Mann is a financial advisor at Trajan Wealth, L.L.C. in Scottsdale, AZ, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Empire Wealth Advisors and AE Wealth Management. In addition to his advisory role, he is involved in licensed insurance sales. Trajan Wealth serves primarily individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, using a client-tailored investment process documented in an investment policy statement.

Andrew Bauer is a financial advisor with Trajan Wealth, L.L.C. in Anaheim, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Commonwealth Financial Network, and Voya Financial. Trajan Wealth, L.L.C. offers discretionary and non-discretionary investment advisory services to individuals, retail investors, and various institutional clients. The firm employs a long-term, disciplined investment strategy focused on stocks, ETFs, and mutual funds, with portfolios customized to clients’ specific needs.

Timothy Lambros is a financial advisor with Trajan Wealth, L.L.C. in Tucson, AZ, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Wealth Watch Advisors, LLC and Strategic Stewards, LLC dba Trust Advisor Associates. In addition to his advisory role, he is licensed as an insurance agent and is involved in annuity sales. Trajan Wealth serves individual and high-net-worth clients as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, using an investment process tailored to client objectives and informed by fundamental, technical, and cyclical analysis.

Marti Bryant is a financial advisor at Trajan Wealth, L.L.C. with 11 years of industry experience. She holds a Series 65 designation and has previously worked at Ashton Thomas Private Wealth, Ashton Thomas Insurance Agency, BCJ Capital Management, and DOBA CPA PLLC. In addition to her advisory role, she is licensed as an insurance agent and sells insurance products. Trajan Wealth, L.L.C. provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ specific risk tolerances and tax situations.

Kristopher Fulwood Davis is a financial advisor at Trajan Wealth, L.L.C. with 4 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior experience includes roles at Fisher Investments, TIAA, and JPMorgan Chase Bank. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, with portfolios tailored to clients’ specific risk tolerances, tax situations, and other circumstances.

Thomas Kelleher is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding a Series 65 designation and four years of industry experience. His prior work includes six years at CliftonLarsenAllen, LLP. He is also licensed to sell various insurance products. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment process is tailored to client objectives and supported by fundamental, technical, and cyclical analysis.

Erich Spoonhour is a financial advisor at Trajan Wealth, L.L.C. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney, Wells Fargo Advisors, and PNC Wealth Management. In addition to his advisory role, he occasionally acts as an insurance agent, offering related products to clients. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and other entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ specific circumstances while integrating tax, estate, and insurance planning.