Scottsdale, AZ N. Scottsdale Rd Office

Todd Reeg is a CFP® professional with 27 years of industry experience. He is currently with Xcelsior Advisor Partners LLC, having previously worked at Robert W Baird & Co. for 12 years. Xcelsior Advisor Partners LLC is a team of approximately 18 advisors managing over $650 million for a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs both fundamental analysis and modern portfolio theory in its discretionary portfolio management, financial planning, and retirement-plan consulting services.

Nathan Gunderson is a CFP® professional with six years of experience in the financial industry. He is currently with Xcelsior Advisor Partners LLC in Scottsdale, AZ, where he has worked since 2026. Prior to that, he spent six years at Robert W. Baird & Co. His background also includes experience in academic and public sector roles. Xcelsior Advisor Partners LLC is an SEC-registered advisory firm consisting of a team of approximately 18 advisors managing over $650 million for individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm employs a combination of fundamental analysis and modern portfolio theory, offering discretionary portfolio management, financial planning, and access to third-party money managers and alternative investments.

Julie Lafferty is a Series 66-credentialed financial advisor at Xcelsior Advisor Partners LLC with eight years of industry experience. Her prior roles include positions at Robert W Baird & Co and DC Capital and Investments LLC. She currently works within a team of 21 advisors based in Scottsdale, AZ. Xcelsior Advisor Partners LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers and alternative investments, employing both fundamental analysis and modern portfolio theory.

Tyler Osterloo is a financial advisor with Xcelsior Advisor Partners LLC in Scottsdale, AZ. He holds a Series 66 designation and has three years of industry experience. Prior to joining Xcelsior Advisor Partners, Tyler worked at Simplicity Investments, Reeg Private Wealth, Robert W Baird, and CorTrust Bank. Xcelsior Advisor Partners LLC is a team of approximately 18 advisors managing over $650 million for individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm employs a range of investment strategies including discretionary portfolio management and financial planning, utilizing both fundamental analysis and modern portfolio theory.

David Mathias is a financial advisor at Xcelsior Advisor Partners LLC with 16 years of industry experience. He holds a Series 66 designation and previously spent 11 years at Robert W. Baird & Co. Mathias is also the owner of DEM Consulting, LLC, an entity created to receive insurance commissions at Walker Financial, LLC. Xcelsior Advisor Partners LLC is a team of approximately 18 advisors managing around $650.7 million for a diverse client base that includes individuals, high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm employs a combination of fundamental analysis and modern portfolio theory with various investment strategies and access to third-party money managers and alternative investments.

Cayden Brotz is a financial advisor at Xcelsior Advisor Partners LLC with three years of industry experience. He holds the Series 66 designation. His prior experience includes roles at Baird Private Wealth Management and Simplicity Investments. Xcelsior Advisor Partners LLC is a team-based SEC-registered advisory firm serving individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm employs a combination of fundamental analysis and modern portfolio theory, offering discretionary portfolio management, financial planning, and access to third-party money managers and alternative investments.