Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Bryan J

Series 65

Mesa, AZ

Public Safety Financial/Galloway

Bryan Jeffries is a financial advisor at Public Safety Financial/Galloway with a Series 65 credential and over 28 years of experience in public safety, including service with the Mesa Fire Department. He previously worked at IAFF-Financial Corporation before joining his current firm. Outside of his advisory role, he consults for real estate developers, assisting clients in navigating city bureaucracy. Public Safety Financial/Galloway serves individuals, high-net-worth clients, and participants in municipal defined contribution and deferred compensation plans, focusing on public safety personnel. The firm offers discretionary portfolio management, model-based investment programs, financial planning, and education services, using third-party research and client risk assessments to recommend customized or model strategies.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
user avatar
firm logo

Andrew E

Series 65

Mesa, AZ

Public Safety Financial/Galloway

Andrew Evans is a financial advisor at Public Safety Financial/Galloway in Mesa, AZ, holding a Series 65 license with three years of industry experience. He has worked with Modern Wealth Management, LLC since 2025 and serves as a Sergeant with the City of Orange Police Department, where he supervises field personnel and manages operational duties. Public Safety Financial/Galloway is an SEC-registered investment adviser specializing in serving public-sector entities, municipal defined contribution plans, and individual clients. The firm offers discretionary portfolio management and participant-level services, with a focus on public safety personnel and municipal plans through financial education and advisory engagements.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
user avatar
firm logo

Mark E

Series 65, Series 66

Mesa, AZ

Public Safety Financial/Galloway

Mark Ewings is a financial advisor at Public Safety Financial/Galloway with five years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Galloway Asset Management since 2021 and Modern Wealth Management since 2025. Ewings also serves as a sergeant with the City of Tucson Police Department. Public Safety Financial/Galloway is an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual high-net-worth clients. The firm offers discretionary portfolio management based on model portfolios and third-party research, focusing on public safety personnel and municipal plans through financial education and advisory services.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
user avatar
firm logo

Elyssa S

CFP®

Mesa, AZ

Public Safety Financial/Galloway

Elyssa Selvidge is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Public Safety Financial/Galloway. She has previously worked with RSL-AZ and Galloway Asset Management, LLC, and is also involved with Modern Wealth Management, LLC where she provides financial education and recommendations to clients. Public Safety Financial/Galloway is an SEC-registered investment adviser specializing in serving public-sector entities, municipal defined contribution plans, and individual high-net-worth clients. The firm offers discretionary portfolio management and participant-level services, with a focus on public safety personnel and municipal plans.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
user avatar
firm logo

Shane K

Series 66

Mesa, AZ

Public Safety Financial/Galloway

Shane Knoll is a financial advisor at Public Safety Financial/Galloway with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Modern Wealth Management, LLC, Purshe Kaplan Sterling Investments, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of his financial career, he is a stylist consultant selling nail polish with Color Street. Public Safety Financial/Galloway is an SEC-registered adviser serving public-sector entities, municipal defined contribution plans, and individual clients. The firm offers discretionary portfolio management through model portfolios tailored to clients' objectives and risk tolerances, with a focus on financial education and advisory services for public safety personnel and municipal plans.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
user avatar
firm logo

Magdalena E

Series 63, Series 65

Mesa, AZ

Public Safety Financial/Galloway

Magdalena Eberhardt is a financial advisor with Public Safety Financial/Galloway, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has worked with firms including Purshe Kaplan Sterling Investments and Galloway Asset Management, where she held operational roles. Eberhardt also serves as a board member for the City of Phoenix Firefighter Healthcare Trust. Public Safety Financial/Galloway is an SEC-registered investment adviser specializing in serving public-sector entities, municipal defined contribution plans, and individual high-net-worth clients. The firm offers discretionary portfolio management based on model portfolios and third-party research, with a focus on financial education and advisory services for public safety personnel.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
user avatar
firm logo

Joe C

Series 63, Series 65

Mesa, AZ

Public Safety Financial/Galloway

Joe Connell is a financial advisor with Public Safety Financial/Galloway in Mesa, AZ. He holds Series 63 and Series 65 designations and has 23 years of industry experience. His prior roles include positions at Modern Wealth Management, Galloway Asset Management, Cambridge Investment Research Advisors, Mass Mutual Investors Services, and Valic Financial Advisors. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual high-net-worth clients. The firm offers discretionary portfolio management using model portfolios and third-party research, with a focus on public safety personnel and municipal plans through financial education and advisory services.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
user avatar
firm logo

Johnny H

Series 66

Mesa, AZ

Public Safety Financial/Galloway

Johnny Hernandez is a financial advisor at Public Safety Financial/Galloway in Mesa, AZ, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Martinsen Wealth Management, Morgan Stanley, Modern Wealth Management, and JPMorgan Chase, among others. Public Safety Financial/Galloway is an SEC-registered investment adviser that serves public-sector entities, municipal defined contribution plans, and individual clients. The firm emphasizes discretionary portfolio management and financial education for public safety personnel and municipal plans through tailored investment strategies and participant-level services.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
user avatar
firm logo

Brian J

CFP®, Series 63

Mesa, AZ

Public Safety Financial/Galloway

Brian Jutting II is a CFP® professional with 13 years of industry experience. He is currently affiliated with Public Safety Financial/Galloway and has prior experience at Modern Wealth Management, LLC and THE Vanguard Group, Inc. He holds a Series 63 license. Public Safety Financial/Galloway is an SEC-registered investment adviser that serves public-sector entities, municipal defined contribution plans, and individual clients. The firm provides discretionary portfolio management using model portfolios and third-party research, with a focus on public safety personnel and municipal plans, delivering financial education and advisory services tailored to clients’ objectives and risk tolerance.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
user avatar
firm logo

Andrea A

CFP®, Series 65

Mesa, AZ

Public Safety Financial/Galloway

Andrea Alley is a Certified Financial Planner (CFP®) with 14 years of industry experience. She is affiliated with Public Safety Financial/Galloway, where she has worked in various capacities since 2007. She is the owner of Public Safety Financial, the parent entity of Galloway Asset Management, through which she conducts her advisory business. Public Safety Financial/Galloway is an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual and high-net-worth clients. The firm offers discretionary portfolio management built on model portfolios and third-party research, with a particular focus on public safety personnel and municipal plans.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
user avatar
firm logo

Cody C

Series 65

Mesa, AZ

Public Safety Financial/Galloway

Cody Carmichael is a financial advisor with Public Safety Financial/Galloway, holding a Series 65 designation and having 13 years of industry experience. He has worked with Galloway Asset Management since 2012 and Modern Wealth Management since 2025. Outside of advisory work, Carmichael serves as a police detective for the Glendale Police Department in Arizona. Public Safety Financial/Galloway is an SEC-registered investment adviser that serves public-sector entities, municipal defined contribution plans, and individual clients. The firm offers discretionary portfolio management through model portfolios and provides financial education and advisory services specifically tailored to public safety personnel and municipal plans.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
user avatar
firm logo

Christopher H

Series 66

Mesa, AZ

Public Safety Financial/Galloway

Christopher Hoerchler is a financial advisor with Public Safety Financial/Galloway in Mesa, AZ. He holds a Series 66 designation and has 19 years of industry experience, including roles at Galloway Asset Management, Modern Wealth Management, and Cetera Advisors. Public Safety Financial/Galloway is an SEC-registered adviser serving public-sector entities, municipal defined contribution plans, and individual high-net-worth clients. The firm offers discretionary portfolio management based on model portfolios and third-party research, with a focus on public safety personnel and municipal plans, providing financial education and advisory services tailored to client objectives and risk tolerance.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
user avatar
firm logo

Casey J

Series 65

Mesa, AZ

Public Safety Financial/Galloway

Casey Johnston is a financial advisor with Public Safety Financial/Galloway based in Mesa, Arizona. He holds a Series 65 designation and has 11 years of industry experience. Prior to his current role, he spent 20 years with Chandler Fire, Health, and Medical. Johnston is also an insurance agent authorized to sell fixed annuities through Public Safety Financial Insurance. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual clients, offering discretionary portfolio management and participant-level services. The firm focuses on public safety personnel and municipal plans, providing financial education and advisory services tailored to client objectives and risk tolerance.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
user avatar
firm logo

Cale D

CFP®, Series 66

Mesa, AZ

Public Safety Financial/Galloway

Cale Doda is a CFP® and holds a Series 66 license, with four years of industry experience. He has worked at notable firms including The Vanguard Group, UBS Financial Services, and Galloway Asset Management. Outside of financial advising, he is involved as a co-owner of Brassica Transportation Services LLC. He is affiliated with Public Safety Financial/Galloway, an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual clients. The firm emphasizes discretionary portfolio management tailored to client objectives, with a particular focus on serving public safety personnel and municipal plans through education and advisory services.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
user avatar
firm logo

Brian D

Series 65

Mesa, AZ

Public Safety Financial/Galloway

Brian Delfs is a financial advisor with Public Safety Financial/Galloway in Mesa, AZ, holding a Series 65 license and 12 years of industry experience. He has worked with Galloway Asset Management since 2014 and Modern Wealth Management since 2025. Outside of advising, Delfs serves as Fire Chief and CEO of both the Avra Valley and Three Points Fire Districts, managing operations and budgets for these rural government fire districts. Public Safety Financial/Galloway is an SEC-registered investment adviser focused on serving public-sector entities, municipal defined contribution plans, and individual clients. The firm delivers discretionary portfolio management through a range of model portfolios, tailored to client objectives and risk tolerance, with a particular emphasis on public safety personnel and municipal plans.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
user avatar
firm logo

Michael G

Series 63, Series 66

Mesa, AZ

Public Safety Financial/Galloway

Michael Galloway is a financial advisor with Public Safety Financial/Galloway in Mesa, Arizona, holding Series 63 and Series 66 licenses and 28 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Cetera Advisors LLC, and Voya Financial Partners. He is also president of MCTLR Inc., a family-owned corporation used for tax purposes. Public Safety Financial/Galloway is an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual and high-net-worth clients. The firm offers discretionary portfolio management through model portfolios and third-party research, with a focus on public safety personnel and municipal plans, providing financial education and advisory services tailored to these groups.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
user avatar
firm logo

Craig H

Series 65

Mesa, AZ

Public Safety Financial/Galloway

Craig Halver is a financial advisor at Public Safety Financial/Galloway with three years of industry experience. He holds a Series 65 designation and has previously worked at Modern Wealth Management, LLC and Galloway Asset Management, LLC. Halver also served with the Superstition Fire & Medical District for over two decades. He is a board member of the Arizona Girls Lacrosse Association, participating on both the Health & Wellness and Growth & Development committees. Public Safety Financial/Galloway is an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual clients. The firm offers discretionary portfolio management using model portfolios and third-party research, with a particular focus on public safety personnel and municipal plans, providing financial education and advisory services tailored to these groups.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
user avatar
firm logo

Matthew R

CFP®, Series 65

Mesa, AZ

Public Safety Financial/Galloway

Matthew Rogers is a CFP® professional with 11 years of industry experience, currently serving at Public Safety Financial/Galloway. He has worked at Modern Wealth Management, LLC and Galloway Asset Management, LLC, and served 33 years with the City of Mesa Fire and Medical Department. Public Safety Financial/Galloway is an SEC-registered adviser focused on public-sector entities, municipal defined contribution plans, and individual clients, offering discretionary portfolio management and participant-level services. The firm emphasizes financial education and advisory services for public safety personnel and municipal plans, tailoring investment recommendations to client objectives using model portfolios and third-party research.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
user avatar
firm logo

John H

CFP®, Series 63, Series 65

Mesa, AZ

Public Safety Financial/Galloway

John Henderson is a CFP® professional with five years of industry experience and currently associated with Public Safety Financial/Galloway in Mesa, AZ. His career includes roles at Modern Wealth Management, Galloway Asset Management, LPL Financial, and Charles Schwab. He is also involved in selling fixed and fixed indexed annuities in a related insurance business. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual high-net-worth clients through discretionary portfolio management and participant-level advisory services. The firm emphasizes financial education and advisory services for public safety personnel and municipal plans, operating with a model portfolio approach reviewed regularly by its Investment Oversight Committee.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
user avatar
firm logo

William L

Series 65

Mesa, AZ

Public Safety Financial/Galloway

William Lyall is a Series 65-licensed financial advisor with nine years of industry experience. He is affiliated with Public Safety Financial/Galloway and has a background that includes over three decades with the City of Tempe Fire Department. He serves as Vice Chairman and voting board member of the United Arizona Firefighters Healthcare Trust. Public Safety Financial/Galloway is an SEC-registered investment adviser focused on serving public-sector entities, municipal defined contribution plans, and individual high-net-worth clients. The firm provides discretionary portfolio management based on model portfolios and third-party research, emphasizing financial education and advisory services for public safety personnel and municipal plans.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)