Frederick Owsley is a financial advisor at Geneos Wealth Management, Inc. with 18 years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including Capital Wealth Dynamics Group and Osland Financial Group. Outside of advisory work, he serves as a notary public. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers, utilizing a range of strategies including discretionary and non-discretionary supervisory approaches.

Katrina Barrett is a financial advisor with Geneos Wealth Management, Inc. in Scottsdale, AZ, holding Series 63 and Series 66 designations and 19 years of industry experience. She has been associated with both Geneos Wealth Management and Lazarus Group since 2009. Outside of her advisory role, she is involved in founding and managing Fenix LPC LLC and operates as a realtor and owner of Local Luxury Real Estate LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services with a range of investment strategies and portfolio management options tailored to client needs.

Michael Osland is a financial advisor at Geneos Wealth Management, Inc. in Scottsdale, AZ, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Geneos Wealth Management since 2008. Prior to his current role, he was associated with Heffernan Financial. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutions, with over $5.5 billion in assets under management. The firm offers financial planning, portfolio management, and access to third-party money managers through various traditional and wrap-fee programs.

Skene Black is a financial advisor at Geneos Wealth Management, Inc. with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Heffernan Financial, Osland Financial Group, Charles Schwab & Co., Inc., Wells Fargo, and Northwestern Mutual. Outside of finance, he was involved with Venezias Pizzeria for four years and worked with the Arizona Referee Association. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and third-party money manager referrals. The firm employs a range of investment strategies and offers both customized and model-based account solutions.