ARQ Wealth Advisors, LLC

William Lee is a CFP® and CFA® with 14 years of industry experience. He currently works at ARQ Wealth Advisors, LLC and has previously been with Clarkston Capital Partners, LLC and Ironwood Investment Counsel, LLC. Outside of his advisory role, he is a managing member and part-owner of a recreational company, Fun Times AZ LLC. ARQ Wealth Advisors serves individual and institutional clients through fee-only asset management and financial planning, employing a disciplined investment process that includes derivatives and options strategies within separately managed accounts. The firm blends traditional and alternative investment exposures while maintaining a formal fiduciary standard.

Richard Siegel is a CFP®-certified financial advisor with 26 years of industry experience. He has worked at ARQ Wealth Advisors, LLC since 2008 and previously spent eight years with Vanguard Advisers. Outside of advising, Richard holds a minority ownership stake in Restaurant Investment Partners, LLC. ARQ Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plan sponsors with fee-only asset management and financial planning. The firm integrates derivatives and alternative investments into client portfolios and provides fiduciary support for employer plans alongside traditional wealth management services.

Jerad Rosburg is a financial advisor at ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining ARQ Wealth Advisors in 2026, he worked at Clarkston Capital Partners, LLC and Alps Distributors, Inc., and spent four years with the Dallas Stars. ARQ Wealth Advisors serves individual clients—including high-net-worth households—as well as trusts, estates, corporations, and retirement plan sponsors. The firm offers fee-only asset management and financial planning, utilizing a blend of asset-allocation frameworks, security selection, and derivatives strategies within a fiduciary approach.

Tristen Sheffler is a CFP® with three years of industry experience, currently serving as a financial advisor at ARQ Wealth Advisors, LLC. His prior roles include positions at Charles Schwab and Vanguard. ARQ Wealth Advisors serves individual clients, trusts, estates, corporations, and retirement plan sponsors by providing fee-only asset management and financial planning through structured programs. The firm employs a diversified investment approach that includes derivatives and options strategies along with private and digital-asset exposures.

Carl Mariner is a financial advisor at ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding the CFP®, CFA®, ChFC®, and Series 66 designations with 17 years of industry experience. He previously worked at The Vanguard Group, Inc. for 13 years before joining ARQ Wealth Advisors in 2024. ARQ Wealth Advisors serves individual clients, including high-net-worth households, trusts, estates, corporations, and retirement plan sponsors, providing fee-only asset management and financial planning. The firm employs a multi-faceted investment process that integrates derivatives and options strategies and offers both retail wealth management and institutional retirement plan fiduciary services.

Jeffrey Shiffra is a CFA® charterholder with 25 years of experience in the financial industry. He is currently with ARQ Wealth Advisors, LLC and has previously worked at Clarkston Capital Partners, LLC and Ironwood Investment Counsel, LLC. ARQ Wealth Advisors serves individual clients, including high-net-worth households, as well as trusts, estates, corporations, and retirement plan sponsors. The firm offers fee-only asset management and financial planning, using a blend of asset-allocation frameworks, fundamental and technical analysis, and derivative strategies within separately managed accounts.

Tracy Riordan is a financial advisor at ARQ Wealth Advisors, LLC with 25 years of industry experience. She holds Series 65 and Series 66 designations and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for a combined 15 years. ARQ Wealth Advisors serves individual clients, including high-net-worth households, as well as trusts, estates, corporations, and retirement plan sponsors. The firm offers fee-only asset management and financial planning, utilizing a blend of traditional and nontraditional investment strategies, including derivatives and options, within a formal fiduciary framework.

Matthew Dunn is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at ARQ Wealth Advisors, LLC in Hudson, OH. His prior roles include positions at firms such as LPL Financial and Stratos Wealth Securities. ARQ Wealth Advisors provides fee-only asset management and financial planning to high-net-worth individuals, trusts, estates, corporations, and retirement plan sponsors. The firm employs a multifaceted investment approach that incorporates asset allocation, fundamental and technical analysis, and derivatives strategies within separately managed accounts.

William Lynn is a financial advisor at ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 66 designation with three years of industry experience. His prior work includes roles at U.S. Bancorp Investments, First Republic Securities, and Deloitte US. ARQ Wealth Advisors serves individual clients, trusts, estates, corporations, and retirement plan sponsors with fee-only asset management and financial planning. The firm’s investment approach combines asset allocation, fundamental and technical analysis, and the use of derivatives and alternative funds, maintaining a formal fiduciary standard.

James Robinson is a financial advisor at ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 65 designation with 12 years of industry experience. He has been with ARQ Wealth Advisors since 2014. Outside of advisory work, Robinson is an independent insurance agent and holds a minority ownership stake in a restaurant investment partnership. ARQ Wealth Advisors serves individual clients, high-net-worth households, trusts, estates, corporations, and retirement plan sponsors, providing fee-only asset management and financial planning. The firm employs a multifaceted investment approach that includes derivative strategies and alternative asset exposures while offering fiduciary retirement plan services.

Rebecca Wagner is a CFP® professional with two years of industry experience, currently serving at ARQ Wealth Advisors, LLC in Scottsdale, AZ. She worked previously at Clarkston Capital Partners, LLC and Ironwood Investment Counsel. ARQ Wealth Advisors serves individual clients, trusts, estates, corporations, and retirement plan sponsors with fee-only asset management and financial planning. The firm uses a blend of asset-allocation frameworks, fundamental and technical analysis, and derivative strategies within separately managed accounts to provide tailored portfolio construction and fiduciary services.

Zachary Potter is a CFP® professional with 13 years of industry experience, currently serving as an advisor at ARQ Wealth Advisors, LLC. He previously spent 12 years at THE Vanguard Group, Inc. ARQ Wealth Advisors works with individual clients, including high-net-worth households, as well as trusts, estates, corporations, and retirement plan sponsors, providing fee-only asset management and financial planning. The firm employs a comprehensive investment process that incorporates derivatives and options strategies alongside traditional asset allocation and security selection.

Jake Crosby is a financial advisor at ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 65 designation. He has been with ARQ Wealth Advisors since 2025 and has prior experience in various roles including positions at Grass Clippings Rolling Hills and Benchmark Mortgage. ARQ Wealth Advisors serves individual clients, high-net-worth households, trusts, estates, corporations, and retirement plan sponsors, providing fee-only asset management and financial planning. The firm combines asset-allocation frameworks with fundamental and technical analysis, incorporating derivatives and options strategies, as well as private and digital asset exposures, within its portfolio construction.

Joseph Gilligan Jr. is a financial advisor at ARQ Wealth Advisors, LLC with 28 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of advising, he holds an ownership interest and management authority in a privately held LLC unrelated to investment activities. ARQ Wealth Advisors serves individual clients, trusts, estates, corporations, and retirement plan sponsors, offering fee-only asset management and financial planning. The firm employs a comprehensive investment process that integrates asset allocation, fundamental and technical analysis, and derivative strategies, alongside specialized fiduciary services for employer plans.

Carly Denial is a financial advisor with ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 66 designations and five years of industry experience. Prior to joining ARQ Wealth Advisors in 2025, she worked at The Vanguard Group, Inc. for five years and held positions at The Oakmont and The Mayor. ARQ Wealth Advisors serves individual clients, including high-net-worth households, as well as trusts, estates, corporations, and retirement plan sponsors, providing fee-only asset management and financial planning. The firm employs a blend of asset-allocation frameworks, fundamental and technical analysis, and incorporates derivatives and alternative investments as part of its portfolio construction.