Top financial advisors working with founders and business owners in Show Low, AZ

Troy Short is a financial advisor at Arizona Wealth Strategies LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Attessa Capital, LLC, Harrison Wealth Management, and Champion Bank. Arizona Wealth Strategies LLC is a registered investment adviser providing discretionary asset management services tailored to individuals, high-net-worth clients, trusts, small businesses, and estates. The firm utilizes fundamental, technical, and cyclical analysis with a toolkit that includes options and private placements, conducting quarterly account reviews and allowing client-directed restrictions.

Brent Flading is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His career includes over 18 years with Ameriprise Financial Services and Ameriprise Advisor Services before joining Wells Fargo in 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, with a focus on research-driven portfolio management and a broad range of financial products.

Pedro Valadez Sr. is a financial advisor with LPL Financial based in Show Low, AZ. He holds Series 63 and Series 65 credentials and has 32 years of industry experience, including roles at Waddell & Reed and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,000 advisors and managing more than $819 billion in discretionary assets.

Thomas Cook is a financial advisor with McCauley Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at McCauley Investment Advisory since 2012 and maintains ongoing roles with Highland Advisory Group and Cook Financial Services, Inc. Outside of advisory services, he is involved as a managing partner and insurance agent at Highland Advisory Group and operates an employer benefits business through Cook Financial Services. McCauley Investment Advisory provides discretionary portfolio management and financial planning primarily to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm offers tailored investment programs implemented on a discretionary basis and also serves as a limited-scope ERISA 3(21) fiduciary for plan sponsors.

Erin Mary is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has been with Raymond James & Associates since 2013 and also serves within its affiliated entities. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.