Steven Klimke is a Series 65 licensed advisor with United Advisor Group, based in Gilbert, AZ, and has one year of experience in the financial industry. Prior to his current role, he worked in mortgage-related positions, including at Nexa Mortgage and Amerifirst Financial. In addition to financial advising, he is involved part-time as a mortgage planning and loan referral officer. United Advisor Group provides investment management, financial planning, consulting, and family office services to a diverse client base, including individuals, small businesses, trusts, and charities. The firm employs a combination of strategic and tactical asset allocation with value investing and multiple analysis techniques, managing assets through proprietary models, third-party sub-advisors, or custom accounts tailored to client needs.

Kurt Castaneda is a financial advisor with United Advisor Group, holding a Series 65 license and 12 years of industry experience. His prior work includes roles at Flat Iron Wealth Management, SCF Investment Advisors, and Global View Capital entities. Outside of finance, he serves as a fire captain and board member for the Mesa Fire/Medical Department and is involved in cattle farming through ownership of 204 Cattle Company, LLC. United Advisor Group provides investment management, financial planning, and consulting services to a diverse client base including individuals, small businesses, trusts, and charities. The firm employs a combination of strategic and tactical asset allocation with various analysis methods to tailor portfolios based on client risk tolerance, tax considerations, and time horizons.

Maegan Bauman is a Series 65-licensed advisor with United Advisor Group, based in Gilbert, AZ, and has four years of industry experience. Prior to joining United Advisor Group, she worked at SCF Investment Advisors and Flat Iron Wealth Management. Outside of her advisory role, Bauman serves as a firefighter paramedic for the Peoria Fire and Medical Department. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non-high-net-worth and high-net-worth clients, managing assets through discretionary strategies that combine strategic and tactical asset allocation with value investing and various analytical methods.

Joseph Zwemke is a financial advisor with United Advisor Group and holds a Series 66 designation. He has three years of industry experience, including prior roles at Bank of America, Merrill, and Vanguard. Outside of his financial career, he serves as a 2nd Lieutenant in the Arizona Army National Guard, where he leads a platoon and oversees training and equipment. United Advisor Group provides investment management, financial planning, and consulting services to individuals, small businesses, trusts, and charities. The firm serves a diverse client base with tailored portfolio management and financial education, employing a combination of strategic and tactical asset allocation alongside value investing techniques.