ARQ Wealth Advisors, LLC

William Lee is a CFP® and CFA® with 14 years of industry experience. He is currently with ARQ Wealth Advisors, LLC in Scottsdale, AZ, where he has worked for one year. Prior to joining ARQ, he was with Clarkston Capital Partners, LLC for four years and Ironwood Investment Counsel, LLC for nine years. He serves as a director of the Phoenix CFA Society and is the managing member of a recreation-related business. ARQ Wealth Advisors provides discretionary asset management and financial planning to individuals, trusts, retirement plans, and business entities. The firm combines fundamental and technical analysis with strategic asset allocation, offering a range of investment strategies including option strategies and private-asset exposures, alongside retirement-plan consulting on a multi-advisor platform.

Richard Siegel is a CFP® with 25 years of experience in the financial industry. He has been with ARQ Wealth Advisors, LLC since 2008. Richard holds a minority ownership interest in Restaurant Investment Partners, LLC. ARQ Wealth Advisors provides discretionary asset management and financial planning to individuals, trusts, retirement plans, and business entities, using both fundamental and technical analysis along with strategic asset allocation. The firm offers regular advisor access and employs a variety of investment strategies, including private and digital asset exposure, within a fiduciary framework.

Jerad Rosburg is a financial advisor at ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 66 designation with experience at firms including Clarkston Capital Partners and Alps Distributors. Prior to his advisory roles, he worked with the Dallas Stars and Michigan State University. ARQ Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and corporate clients with fee-only asset management and financial planning, managing over $1.1 billion in assets. The firm uses individualized asset-allocation strategies incorporating fundamental and technical analysis, derivatives, and exposure to private and digital assets.

Tristen Sheffler is a CFP® and Series 65-licensed financial advisor with two years of industry experience. He has worked at ARQ Wealth Advisors, LLC since 2021 and previously held positions at Charles Schwab and Vanguard. ARQ Wealth Advisors provides discretionary asset management and financial planning to individuals, trusts, retirement plans, and business entities. The firm integrates fundamental and technical analysis with strategic asset allocation and employs a variety of investment strategies, including option strategies and private-asset exposure.

Carl Mariner is a CFP®, CFA®, ChFC®, and Series 66-licensed advisor with 17 years of industry experience. He currently works at ARQ Wealth Advisors, LLC and previously spent 13 years at The Vanguard Group, Inc. ARQ Wealth Advisors provides discretionary asset management and financial planning to individuals, trusts, retirement plans, and business entities. The firm combines fundamental and technical analysis with strategic asset allocation, employing various investment strategies including option tactics and structured fixed-income processes.

Gregory Yocum II is a CFP® professional with 21 years of industry experience, currently serving at ARQ Wealth Advisors, LLC since 2008. He holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. ARQ Wealth Advisors provides discretionary asset management and financial planning services to individuals, trusts, retirement plans, and business entities. The firm employs a fiduciary approach that integrates fundamental and technical analysis with strategic asset allocation, using a mix of long- and short-term positions, option strategies, and a structured fixed-income process.

Jeffrey Shiffra is a CFA® charterholder with 24 years of industry experience. He is currently a financial advisor at Clarkston Capital Partners, LLC, where he has worked since 2021. Prior to that, he spent 19 years at Ironwood Investment Counsel, LLC. Clarkston Capital Partners, LLC is an investment management firm based in Rochester, MI, employing a team of nine advisors.

Tracy Riordan is a financial advisor at ARQ Wealth Advisors, LLC with 25 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities from 2010 to 2025. ARQ Wealth Advisors offers discretionary asset management and financial planning to individuals, trusts, retirement plans, and business entities. The firm combines fundamental and technical analysis with strategic asset allocation, employing a range of investment strategies and maintaining ongoing portfolio monitoring and rebalancing.

William Lynn is a financial advisor at ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 66 designation with two years of industry experience. His prior roles include positions at U.S. Bancorp Investments, First Republic Securities, and First Republic Investment Management. ARQ Wealth Advisors provides discretionary asset management and financial planning to individuals, trusts, retirement plans, and business entities through various programs, employing a mix of fundamental and technical analysis with strategic asset allocation. The firm integrates private-asset and digital-asset exposures alongside traditional holdings and offers ERISA retirement-plan consulting using a multi-advisor platform.

James Robinson is a financial advisor with ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 65 credential and 11 years of industry experience. He has been with ARQ Wealth Advisors since 2014. Outside of advising, he works as an independent insurance agent and holds a minority ownership stake in Restaurant Investment Partners. ARQ Wealth Advisors provides discretionary asset management and financial planning services to individuals, trusts, retirement plans, and business entities. The firm combines fundamental and technical analysis with strategic asset allocation and offers access to private and digital asset exposures alongside traditional investments.

Zachary Potter is a CFP® with 12 years of industry experience and is currently affiliated with ARQ Wealth Advisors, LLC in Scottsdale, AZ. Prior to joining ARQ Wealth Advisors, he worked at The Vanguard Group, Inc. for 12 years. ARQ Wealth Advisors provides discretionary asset management and financial planning to individuals, trusts, retirement plans, and business entities. The firm employs a fiduciary approach combining fundamental and technical analysis, strategic asset allocation, and a range of investment strategies including option strategies and private-asset exposure.

Joseph Gilligan Jr. is a financial advisor with ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at J.P. Morgan Securities Inc. and J.P. Morgan Chase Bank. ARQ Wealth Advisors provides discretionary asset management and financial planning to individuals, trusts, retirement plans, and business entities, using a combination of fundamental and technical analysis with strategic asset allocation. The firm offers ongoing portfolio management alongside regular client access to advisors and employs a range of investment strategies including options and fixed income.

Carly Denial is a financial advisor at ARQ Wealth Advisors, LLC with five years of industry experience. She holds Series 63 and Series 66 designations and previously worked at The Vanguard Group, Inc. for five years. ARQ Wealth Advisors provides discretionary asset management and financial planning to individuals, trusts, retirement plans, and business entities. The firm integrates fundamental and technical analysis with strategic asset allocation, offering a mix of long- and short-term positions, option strategies, and a structured fixed-income process.