Top financial advisors working with high-net-worth individuals in Prescott Valley, AZ

David Loskill is a financial advisor with Advisory Alpha, LLC and holds a Series 65 credential. He has four years of experience at Advisory Alpha and four years at Tucker Asset Management LLC, along with sixteen years operating Loskill Financial Group L.L.C., where he provides financial services and insurance products. Advisory Alpha serves a broad retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also supports other registered investment advisors through subadvisory and co-advisory arrangements and manages a diverse range of managed portfolio strategies.

Roxanne Kirk is a financial advisor with Kestra Advisory in Prescott Valley, AZ, holding Series 63 and Series 65 licenses and three years of industry experience. She previously worked at Edward Jones and has been associated with Kestra through various roles since 2020. Kirk is currently progressing toward a producing role within Ryleigh Wealth Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors such as sovereign wealth funds, offering a range of management platforms and third-party solutions.

Paul Jacobs is a financial advisor with Cape Investment Advisory, Inc., holding a Series 66 designation and 21 years of industry experience. He has been with Cape Investment Advisory since 2017 and has led Jacobs Wealth Planning Inc. since 2008. Jacobs also works as an insurance agent through FIG/Cape Insurance Solutions. Cape Investment Advisory serves a diverse client base, including individuals, businesses, retirement plans, and trusts. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and access to third-party and affiliated asset managers, using asset allocation plans based on client objectives and risk tolerance.

Jamie De Forge is a financial advisor with Edward Jones in Prescott Valley, AZ, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Edward Jones since 2009 and previously worked at USAA Financial Planning Services from 2006 to 2008. Outside of advising, he is the owner of Z Money LLC, an LLC established to hold a real estate property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Melanie Avritt is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill and Bank of America since 2016, with prior experience at Wells Fargo Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.