Top advisors focused on airline pilot in Arizona

Kristin Manna is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has one year of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Consolidated Planning Holdings, Inc. Prior to entering the financial industry, she worked in education for eight years. Outside of advising, Kristin is an author and publisher of a basketball coaching notebook and works as a math tutor for high school students. Park Avenue Securities serves a broad retail client base with a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and investment vehicles.

Beth Yost is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 designations and 22 years of industry experience. She has been with Charles Schwab since 2004. Outside of her advisory role, she provides dog sitting services through the Rover.com platform. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a blend of non-discretionary and discretionary investment advisory services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm’s integrated structure combines advisory, brokerage, custody, and cash-sweep services across multiple wrap programs.

Charles Bachtell is a financial advisor with LPL Financial in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Western International Securities, Inc. for 13 years. Outside of his advisory role, he serves as President and Managing Partner of the Academy of California Examinations, which provides exam preparation for financial services licensing. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a variety of investment delivery options supported by an in-house Research team and accommodates both advisory and brokerage services tailored to client needs.

John Sanford is a financial advisor with Morgan Stanley in Flagstaff, AZ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm utilizes structured discovery processes and approved planning tools, managing approximately $2.74 trillion in client assets.

Alec Blomquist is a financial advisor at Rovin Capital with four years of industry experience. He holds a Series 65 designation and has worked at Rovin Capital since 2020, with prior experience at CW Advisors, LLC and Akela Pest Control. Rovin Capital is a team-based SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and business entities. The firm employs a fundamental, active investment approach focused on long-term growth and tailored asset allocation, offering customized financial planning and ongoing portfolio management.

Erin Kincheloe is a financial advisor at Allworth Financial, L.P. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Ponder Financial Group for 19 years. Outside of her advisory role, she operates a consulting business focused on CRM operations and training. Allworth Financial provides fee-based wealth management, financial planning, and qualified retirement plan consulting to individual, high-net-worth, institutional, and corporate clients. The firm employs customized investment strategies utilizing low-cost mutual funds, ETFs, individual securities, model portfolios, and third-party managers.

Peter Schumacher is a financial advisor at Oarsman Capital, Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses with 34 years of industry experience. His previous roles include positions at Johnson Wealth Inc. and Cleary Gull Inc. before joining Oarsman Capital in 2022. Oarsman Capital is an SEC-registered investment adviser serving individuals, trusts, retirement-plan sponsors, and institutional clients with discretionary portfolio management, model portfolios, financial planning, and retirement-plan advisory services. The firm emphasizes fundamental analysis, long-term equity investing, tax-aware management, and combines in-house research with third-party independent managers.

Michael Whyte is a Series 65-licensed financial advisor with Targeted Wealth Solutions in Schertz, TX, where he has worked since 2021. He has four years of industry experience and also works as a commercial pilot for Delta Airlines, a role he has held since 2015. Targeted Wealth Solutions serves individual and high-net-worth clients, as well as retirement plans, foundations, and charitable organizations. The firm employs a Modern Portfolio Theory framework enhanced by economic analysis and quantitative models, offering diversified portfolios primarily through ETFs and active option strategies for downside risk management.

Michael Whitney is a CFP® professional with four years of industry experience, currently serving at Solitude Financial Services, Inc. He previously worked at Albany Financial Group and LPL Financial, LLC. Solitude Financial Services provides fee-only, fiduciary investment advice and discretionary portfolio management to individual and high-net-worth clients using a financial life management framework. The firm emphasizes long-term, buy-and-hold investment strategies with model portfolios primarily composed of ETFs, mutual funds, stocks, and bonds, and employs options strategies to manage portfolio risk.

My path to founding a wealth management firm is different than most. As a child, my dream was to become a fighter pilot. After graduating from the United States Naval Academy with a degree in Aerospace Engineering, I achieved that goal, serving on active duty for a decade. I flew the F-18E Super Hornet from aircraft carriers and deployed multiple times to the Western Pacific. After those deployments, the Navy sent me to UNC Kenan-Flagler Business School to study finance, followed by the privilege of teaching undergraduate economics at my alma mater. After transitioning from active duty, I applied the skills I honed in the cockpit and classroom—leadership, effective communication, process improvement, and strategic decision-making—to multiple entrepreneurial ventures. My career as a financial planner is a natural extension of my passion for solving problems and serving others. With a background in engineering, military flight operations, top-tier business education, and collegiate economics instruction, I bring a unique perspective to wealth management: * Tenacity – Giving up is never an option. Just as a fighter pilot must persist in the air, I am relentless in helping my clients succeed. * Calm Under Pressure – I have a proven ability to think clearly in high-stakes situations, whether in the military or financial markets. I will not panic when volatility arises. * Candor – In aviation and life, speaking up is critical when the stakes are high. I will always provide honest advice, even when it’s uncomfortable. Living near Annapolis, Maryland, I cherish time with my family and enjoy Navy football, traveling, boating, and improving my golf game. I also continue to serve as a member of the U.S. Navy Reserves. Ventus Wealth Management — After a decade in the workforce, I became increasingly frustrated by the lack of financial services that truly met my needs. I couldn’t find a firm or advisor that offered the right combination of: ☑️A transparent fee and incentive structure ☑️ A flexible, client-focused service model ☑️ Modern technology solutions ☑️ Virtual meeting capabilities ☑️ Expertise tailored to my specific situation Recognizing this gap, I launched Ventus Wealth Management to address these shortcomings. Everything we do is designed with our clients in mind. Every element of our service and business model is intentionally crafted to deliver value and provide solutions that meet your needs.