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Justin H

Series 65

Scottsdale, AZ

Sun Valley Advisory

Justin Henderson is a Series 65-licensed advisor at Sun Valley Advisory with one year of experience in the financial industry. He previously held a leadership role in sales and marketing at The Portables Choice Group, a wholesale distributor of wireless products. Outside of his advisory work, he holds positions in insurance-related businesses, including roles as a retirement counselor and managing director involved in insurance and annuity sales. Sun Valley Advisory provides investment and portfolio management primarily to individual and high-net-worth clients, as well as trusts, estates, and businesses. The firm employs a largely non-discretionary advisory model, focusing on ETFs, individual equities, and third-party manager strategies through the AssetMark platform, with additional services including retirement planning and risk management reviews.

General retirement planning Annuities
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Logan M

Series 65

Scottsdale, AZ

Sun Valley Advisory

Logan Marcus is a financial advisor with Sun Valley Advisory in Scottsdale, AZ, holding a Series 65 credential and three years of industry experience. He has worked at several firms including Alpha Omega Wealth and Cadaret Grant & Co., Inc. Marcus is also a co-host of the financial radio show "Cover Your Assets with Logan and Don." Sun Valley Advisory is a state-registered RIA serving individual and high-net-worth clients, trusts, and other entities through a four-advisor team. The firm offers portfolio management, investment analysis, retirement planning, and risk management, primarily recommending ETFs and individual equities within a non-discretionary framework complemented by an affiliated insurance agency and estate-planning services.

General retirement planning Annuities
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Jessi J

Series 65

Scottsdale, AZ

Sun Valley Advisory

Jessi Johnson is a financial advisor at Sun Valley Advisory in Scottsdale, AZ, holding a Series 65 credential with two years of industry experience. Prior to joining Sun Valley Advisory, Jessi worked at DNA Wealth Partners, Sun Valley Wealth Management, and Encompass More Asset Management, and currently also serves as a Senior Group Representative at Aflac Group Insurance. Sun Valley Advisory is a state-registered RIA serving individual and high-net-worth clients, trusts, and other entities through a four-advisor team. The firm primarily provides non-discretionary portfolio management and investment advice focused on ETFs and individual equities, utilizing a model-selection and third-party manager framework.

General retirement planning Annuities
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