PFG Advisors

Joseph Strecker is a Series 66-licensed financial advisor with six years of industry experience, currently associated with PFG Advisors in Peoria, AZ. His career includes roles at United Planners and Securities America, Inc., among others. He also operates under the marketing name Cue Financial Group. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm employs a network of investment advisor representatives who utilize model portfolios and third-party managers, focusing on macro allocation strategies with index-based ETFs and multi-platform solutions.

Melissa Greenwood is a CFP® professional with 14 years of experience in financial advisory roles. She is currently with PFG Advisors in Phoenix, AZ, having held positions at several firms including The Vanguard Group and USAA Financial Advisors. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed advisor network across multiple offices.

Andres Escobedo is a financial advisor at PFG Advisors with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Equitable Advisors and United Planners. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, utilizing model portfolios and a variety of marketplace platforms.

Victoria Yazzie is a financial advisor at PFG Advisors with 20 years of industry experience. She holds the CFP® and Series 63 designations. Prior to joining PFG Advisors in 2024, she worked for 18 years at The Vanguard Group, Inc. PFG Advisors provides fee-based investment advisory services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers, emphasizing top-down macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis.

Michael Alexander is a ChFC® credentialed financial advisor with 36 years of industry experience. He is currently with PFG Advisors in Houston, TX, and has held roles at firms including CUSO Financial Services, LP, and First Service Credit Union. His career also includes operating under his own name since 1989. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and offers access to multiple third-party money managers and platforms.

Paul Batt is a financial advisor with PFG Advisors in Mesa, AZ, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Equitable Advisors and Securities America Inc. He has been affiliated with PFG Advisors since 2023. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and offers access to various third-party platforms and wrap programs.

Timothy Mansell is a CFP®-certified financial advisor with 38 years of industry experience, currently affiliated with PFG Advisors. His prior experience includes roles at OSAIC, Securities America, Inc., and Wells Fargo Advisors. Mansell also works as an insurance agent, selling various life insurance products and annuities to his clients. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm uses a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily implementing exposure through index-based ETFs with periodic rebalancing.

Julian Gottshall is a financial advisor at PFG Advisors with four years of industry experience. He holds a Series 66 designation and has worked with firms including United Planners and Securities America, Inc. Outside of his advisory role, he has been involved with Oregon Community Credit Union since 2021. PFG Advisors provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily utilizing index-based ETFs with periodic rebalancing.

Peyton Gallovich is a financial advisor with PFG Advisors in Peoria, AZ, holding a Series 66 designation and four years of industry experience. His work history includes roles at United Planners, OSAIC, Securities America, Inc., and PFG Advisors. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm’s approach involves model portfolios and third-party managers, utilizing top-down macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis, supported by multiple marketplace platforms.

Harold Morrow is a financial advisor with PFG Advisors, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience and has worked at multiple firms including Securities America and Cue Financial Group. Outside of his advisory work, he has been involved with the Kingdom Of The Sun Retirement Center for over a decade. PFG Advisors provides fee-based investment advisory and financial planning services to a diverse client base including individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

Richard Pecotte is a financial advisor at PFG Advisors with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at several firms including Securities America, OSAIC, and United Planners. Outside of his advisory work, he serves as president of Pinnacle Southwest Enterprises, a company that formerly owned Papa Murphy's Pizza franchises. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed network of approximately 104 advisors.

Jed Webb is an Investment Advisor Representative at PFG Advisors with 12 years of industry experience. He has held positions at multiple firms including SECURITIES AMERICA, Inc., Foothill Securities Inc, and Cue Financial Group. Webb maintains dual registrations and operates his own advisory entity, Peter C Webb. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm’s investment approach combines model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis.

Michael Prior is a financial advisor with PFG Advisors in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at firms including LPL Financial, Securities America, Inc., and United Planners. Prior is also the co-founder and CEO of RIA Partners Group, a shared services firm that helps RIA owners collaborate and reduce expenses. PFG Advisors offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and operates a distributed network of approximately 104 advisors across multiple offices.

Richard Nuss is a financial advisor with PFG Advisors in Albuquerque, NM, holding Series 65 and Series 66 credentials and nine years of industry experience. His prior work experience includes roles at United Planners Financial Services, Madison Avenue Securities, Mirau Capital Management, PNC Investments LLC, J.P. Morgan Securities LLC, Robinhood Financial, Td Ameritrade, and Fidelity Brokerage Services LLC. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm delivers its investment approach through a network of representatives who utilize model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs combined with fundamental, technical, and cyclical analysis.

Kenneth Ragsdale is a financial advisor with PFG Advisors, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Equitable Advisors and Axa Advisors, and he currently manages his own investment entity, K Ragsdale Investments LLC. PFG Advisors offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily implementing exposure through index-based ETFs and providing access to multiple third-party platforms.