Tara Kreizenbeck is a financial advisor with MSH Capital Advisors LLC, holding a Series 66 designation and six years of industry experience. She has worked at MSH Capital Advisors and its affiliated firm M.S. Howells & Co. since 2019, and previously spent ten years at Inventure Foods Inc. Outside of advisory work, she serves as COO of both MSH Capital Advisors and MS Insentra LLC, an insurance marketing organization. MSH Capital Advisors LLC is an SEC-registered firm managing approximately $1.09 billion across a network of 11 advisers. The firm serves individuals, retirement plans, trusts, foundations, small businesses, and government entities, offering portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers and model portfolios.

Andrea Donaldson is a financial advisor with MSH Capital Advisors LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at several firms including M.S. Howells & Co., InterOcean Capital Group, LLC, and Henry+Horne Wealth Management. Andrea also serves as EVP of Retirement Plans at MSH Capital Advisors, focusing on advising qualified retirement plans. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, and securities-based lending, delivering advice through independent Investment Advisor Representatives who tailor recommendations to client goals and risk tolerances.

Damon Zahlmann is a financial advisor at MSH Capital Advisors LLC with 25 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Crown Capital Securities, Clarus Wealth Advisors, and Summit Wealth Advisors, which he co-founded. Zahlmann is also an insurance agent involved with life insurance and fixed indexed annuities through MS Insentra. MSH Capital Advisors LLC manages approximately $1.09 billion across a network of 11 investment adviser representatives, serving individuals, retirement plans, trusts, foundations, small businesses, and government entities. The firm offers portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers, employing a variety of investment strategies tailored to client goals and risk tolerance.

Todd Lukasik is a CFA® charterholder and Series 65 licensee with six years of industry experience. He has worked at MSH Capital Advisors LLC since 2020 and previously spent five years at UMB Financial. Lukasik is also a founder and partner of Candor Wealth Advisors LLC, a wealth management firm based in Scottsdale, AZ. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, securities-based lending, and financial planning through a network of independent Investment Advisor Representatives who tailor strategies to client goals and utilize third-party platforms for portfolio implementation and reporting.

Travis Jack is a financial advisor at MSH Capital Advisors LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at M.S. Howells & Co, Iliad Wealth Solutions, CWM, LLC, and Metz & Associates PLLC. Outside of his advisory work, he serves as the managing member of Metz CPA PLLC, an accounting and tax firm based in Phoenix, Arizona. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, securities-based lending, and financial planning through a network of independent Investment Advisor Representatives using third-party platforms and due diligence on sub-advisers.

Carlton Reed is a financial advisor with MSH Capital Advisors LLC in Scottsdale, AZ, holding Series 63 and Series 66 designations and having 10 years of industry experience. Prior to joining MSH Capital Advisors, he worked for The Vanguard Group, Inc. for seven years. Outside of advising, he owns a pool cleaning and maintenance business in Scottsdale. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, securities-based lending, and ongoing financial planning, delivering advice through a network of independent representatives and utilizing third-party platforms and unaffiliated sub-advisers.

Thomas Goetzinger is a CFA® charterholder and holds Series 63 and Series 65 licenses, with five years of industry experience. He is currently a managing partner and portfolio manager at Candor Wealth Advisors LLC and also serves as an advisor at MSH Capital Advisors LLC. Prior to these roles, he worked at UMB Bank for five years. MSH Capital Advisors LLC is an SEC-registered firm managing approximately $1.09 billion across a network of 11 advisers. The firm serves individuals, retirement plans, trusts, foundations, small businesses, and government entities, offering portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers and model portfolios.

Susan Pollick is a financial advisor with MSH Capital Advisors LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has worked at MSH Capital Advisors and its affiliated entity M. S. Howells & Co. since 2023, and previously spent eight years at Umb. MSH Capital Advisors LLC manages approximately $1.09 billion across a team of 11 advisors, serving individuals, retirement plans, trusts, foundations, small businesses, and government entities. The firm employs a range of strategies from long-term buy-and-hold to tactical allocation, using various analytical methods across discretionary and non-discretionary accounts.

Michael Feeney is a financial advisor at MSH Capital Advisors LLC with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones for 15 years. Feeney is also affiliated with M. S. HOWELLS & Co. MSH Capital Advisors manages approximately $1.09 billion and serves a diverse client base including individuals, retirement plans, trusts, foundations, small businesses, and government entities. The firm employs a range of investment strategies from long-term buy-and-hold to tactical allocation and offers services such as portfolio management, retirement plan consulting, and financial planning.

Daniel Reisbacher is a financial advisor at MSH Capital Advisors LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Edward Jones. Outside of his advisory role, he serves on the YMCA Advisory Board in Scottsdale, is a member of the Cave Creek Unified School District Community Council, and owns a woodworking business called The Side Yard. MSH Capital Advisors LLC manages approximately $1.09 billion and serves individuals, retirement plans, trusts, foundations, small businesses, and government entities. The firm offers portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers, employing a range of investment strategies tailored to clients’ goals and risk tolerance.