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.

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.

Heather Schara is a financial advisor with PFG Advisors, holding Series 63 and Series 65 licenses and with 28 years of industry experience. Her prior work includes roles at United Planners, OSAIC, Securities America, Morgan Stanley, and Batie & Company Capital Management. 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 firm-developed model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis.