Scottsdale, AZ E. Doubletree Ranch Road Office

Mark Stein is a CFP® with 43 years of industry experience. He is a principal at Galvin, Gaustad & Stein, LLC, where he has worked since 2010. His prior roles include five years at Foothill Securities, Inc., and he maintained an insurance sales business for over four decades. Galvin, Gaustad & Stein is a registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a proprietary, fundamentally driven security-selection process and offers both discretionary and non-discretionary financial planning and portfolio management services.

Jordan Galvin is a financial advisor with Galvin, Gaustad & Stein, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Galvin, Gaustad & Stein since 2015, including time overlapping with Foothill Securities Inc in 2015-2016. Galvin, Gaustad & Stein is a registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm manages approximately $1.35 billion in assets and employs a fundamentally driven security-selection process combined with quantitative screening and qualitative company analysis to construct diversified portfolios and offer both discretionary and non-discretionary financial planning services.

Hunter Davis is a financial advisor at Galvin, Gaustad & Stein, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Renaissance Financial, Securian Financial Services Inc, and Minnesota Life Insurance Company. Outside of his advisory role, Davis serves on the Outreach and Recruitment committee of Scottsdale Leadership, a nonprofit leadership development program. Galvin, Gaustad & Stein is a registered investment adviser managing approximately $1.35 billion in client assets, providing financial planning, retirement plan consulting, and portfolio management to individuals, trusts, pension and profit-sharing plans, and other business entities. The firm uses a proprietary security-selection process that combines quantitative screening, discounted cash-flow valuation, and qualitative company analysis.

Stephen Galvin is a financial advisor at Galvin, Gaustad & Stein, LLC, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has worked at Galvin, Gaustad & Stein since 2010 and previously spent five years with Foothill Securities, Inc. Galvin, Gaustad & Stein is a registered investment adviser that provides financial planning, retirement plan consulting, and portfolio management to individuals, trusts, and various business entities. The firm manages approximately $1.35 billion in client assets and employs a proprietary security-selection process combining quantitative screening, discounted cash-flow valuation, and qualitative company analysis.

David Millet is a financial advisor at Galvin, Gaustad & Stein, LLC with 28 years of industry experience. He previously worked at Mercap Securities, LLC and The Westerman Group. Galvin, Gaustad & Stein is a registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm employs a proprietary, fundamentally driven security-selection process and manages approximately $1.35 billion in client assets, offering both discretionary and non-discretionary services alongside financial planning engagements.

Eric Stein is a CFP® with 10 years of industry experience, currently serving at Galvin, Gaustad & Stein, LLC, where he has worked since 2016. He holds a Series 63 license and is based in Scottsdale, AZ. Galvin, Gaustad & Stein is a registered investment adviser managing approximately $1.35 billion in client assets, providing financial planning, retirement consulting, and portfolio management to individuals, trusts, and various business entities. The firm employs a proprietary security-selection process combining quantitative screening, discounted cash-flow valuation, and qualitative analysis, and offers both discretionary and non-discretionary services.