Seasoned financial advisors 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 licenses and bringing 29 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 12 years before joining Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Pedro Valadez Sr. is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2019. Prior to that, he spent two decades with Waddell & Reed, Inc. and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios and research.

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 28 years of industry experience. She has been with Raymond James & Associates since 2013 and concurrently serves in advisory roles at affiliated Raymond James entities. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a diverse range of portfolio management styles and affiliated research.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

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.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

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.