Kingdom Financial Group, LLC

Jessie Tranchina Satterfield is a financial advisor at Kingdom Financial Group, LLC with four years of industry experience. She holds a Series 66 designation and has worked at several firms, including U.S. Bancorp Investments, The Vanguard Group, and Wells Fargo Bank. In addition to her advisory role, she owns and operates Children of God Clothing, a clothing store focused on designing and selling apparel. Kingdom Financial Group provides investment advisory and financial planning services to individual clients, managing approximately $520.9 million in discretionary assets. The firm utilizes a sub-advisory relationship with AE Wealth Management to access various model portfolios and third-party money managers while offering financial planning and consulting as separate services.

Joshua Becker is a financial advisor with Fullerton Financial, LLC in Peoria, Arizona, holding a Series 65 designation and 10 years of industry experience. He has worked with Fullerton Financial Planning since 2019 and is also the owner and Managing Partner of Impele Holdings LLC, an investment company focused on private companies in Southern and Eastern Africa. Kingdom Financial Group, LLC, where Becker is also affiliated, provides investment advisory and financial planning services to individual clients, managing over $520 million in discretionary assets through a team of roughly 18 advisors. The firm offers discretionary portfolio management, written financial plans, seminars, and newsletters, utilizing sub-advisory relationships and custody with major custodians.

Steven Fullerton Sr. is a financial advisor at Fullerton Financial, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fullerton Financial Planning since 2011 and Kingdom Financial Group, LLC since 2010. Outside of advisory roles, he is a shareholder in a marketing organization and a member of a charitable foundation. Kingdom Financial Group, LLC provides investment advisory and financial planning services to individual clients, managing over $520 million in discretionary assets. The firm employs a sub-advisory model to access third-party portfolios and offers both discretionary management and comprehensive financial planning services.

Zachary Tobey is a financial advisor at Fullerton Financial, LLC with a Series 65 license and four years of industry experience. He has worked at Kingdom Financial Group LLC since 2022 and has been with Fullerton Financial Planning since 2019. Prior to his financial advisory roles, he held positions in the golf and food service industries. Kingdom Financial Group, LLC provides investment advisory and financial planning services to individual clients, managing over $520 million in discretionary assets. The firm utilizes a sub-advisory relationship with AE Wealth Management and offers a range of services including portfolio management, financial planning, seminars, and newsletters.

Lucas Graybill is a financial advisor with Fullerton Financial, LLC, holding a Series 66 designation and one year of industry experience. He has worked at several firms including Kingdom Financial Group LLC and Fidelity Investments, and has prior experience outside finance at Swissport and FiveIron Golf. Kingdom Financial Group, LLC provides investment advisory and financial planning services to individual clients, managing approximately $520.9 million in discretionary assets. The firm uses sub-advisory relationships for investment management and offers financial planning and consulting as separate services.

Matthew Zuccaro is a CFP® professional with 26 years of industry experience, currently serving at Fullerton Financial, LLC in Peoria, AZ. His work history includes roles at Schwab Private Client Investment Advisory, Inc., Charles Schwab & Co., Inc., and Weathability. Zuccaro holds the Series 63 and Series 66 licenses. Fullerton Financial is affiliated with Kingdom Financial Group, LLC, which provides comprehensive financial planning and investment advisory services to individual clients. The firm manages approximately $520.9 million in discretionary assets and utilizes sub-advisory relationships and custodial arrangements with Fidelity and Charles Schwab.

Trinity Grace is a financial advisor at Fullerton Financial, LLC with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including Bank of America, Merrill, The Vanguard Group, and JPMorgan Chase. Fullerton Financial, LLC is part of Kingdom Financial Group, which provides investment advisory and financial planning services to individual clients. The firm manages approximately $520.9 million in discretionary assets and combines model portfolios through a sub‑advisory relationship with AE Wealth Management.

Chase Barrett is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Kingdom Financial Group, LLC and Fullerton Financial, LLC. His prior experience includes roles at Wells Fargo and Morgan Stanley. Kingdom Financial Group, LLC provides investment advisory and financial planning services to individual clients, managing approximately $520.9 million in discretionary assets. The firm uses a sub‑advisory model, offers financial planning as a separate service, and conducts public seminars and newsletters.

Matthew Tobey is a Series 65-licensed advisor at Kingdom Financial Group, LLC with one year of industry experience. He previously worked at Fullerton Financial Planning for nine years. Kingdom Financial Group provides investment advisory and financial planning services to individual clients, managing approximately $520.9 million in discretionary assets. The firm employs a sub-advisory approach with AE Wealth Management and offers comprehensive financial plans, seminars, and newsletters.

Leslie Winchester is a financial advisor with Fullerton Financial, LLC and holds Series 63, Series 65, and Series 66 licenses. Leslie has 14 years of industry experience and has worked at firms including Kingdom Financial Group, Foundations Investment Advisors, and Charles Schwab. Outside of financial advisory work, Leslie is a licensed realtor with Delex Realty, assisting with residential real estate transactions on a limited basis. Kingdom Financial Group, LLC provides investment advisory and financial planning services to individuals, managing over $520 million in discretionary assets. The firm offers portfolio management, comprehensive financial plans, seminars, and uses third-party managers through a sub-advisory relationship, serving approximately 1,785 clients.

Dallas Fox is a Series 65-licensed financial advisor with three years of industry experience. He currently works at Kingdom Financial Group, LLC and previously worked at Fullerton Financial Planning. His background also includes roles at Grand Canyon University and Dutch Bros Coffee. Kingdom Financial Group, LLC provides investment advisory and financial planning services primarily to individual clients, managing approximately $520.9 million in discretionary assets through a team of around 18 advisors. The firm offers discretionary portfolio management, written financial plans, seminars, and newsletters, utilizing a sub-advisory relationship with AE Wealth Management and custodians Fidelity and Charles Schwab.

Jacob Adams is a financial advisor with Fullerton Financial, LLC in Peoria, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fullerton Financial Planning and Kingdom Financial Group, LLC, he worked at Annexus and The Vanguard Group. He serves on the board of directors for The Adams Agency, a property and casualty insurance firm. Kingdom Financial Group, LLC provides investment advisory and financial planning services to individual clients, managing approximately $520.9 million in discretionary assets. The firm employs a sub-advisory approach to access various model portfolios and money managers, while also offering financial planning and consulting services.

Stephanie Fullerton is a financial advisor with Fullerton Financial, LLC in Peoria, AZ, holding a Series 65 designation and 8 years of industry experience. She has been affiliated with Kingdom Financial Group LLC since 2018 and has worked with Fullerton Financial Planning since 2004. Outside of her advisory role, she is a member of the Fullerton Foundation, a charitable nonprofit organization. Kingdom Financial Group, LLC provides investment advisory and financial planning services primarily to individual clients, managing over $520 million in discretionary assets through a team of approximately 18 advisors. The firm uses sub-advisory relationships for investment management and offers separate financial planning and consulting services.

Nurjemal Adams is a financial advisor at Fullerton Financial, LLC in Scottsdale, AZ, with eight years of industry experience. Adams holds Series 63 and Series 66 licenses and has worked previously at firms including Fidelity Investments and The Vanguard Group. Fullerton Financial, operating under the Kingdom Financial Group umbrella, provides investment advisory and financial planning services to individual clients, managing approximately $520.9 million in discretionary assets. The firm employs a sub-advisory model and offers both portfolio management and comprehensive financial planning services.