Preston Investments

Anthony Castillo is a financial advisor at Preston Investments in Kingman, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining Preston Investments, he has been involved with AC & Sons Custom Heating & Cooling since 2011. Preston Advisory Services LLC provides discretionary portfolio management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages nearly $198 million across more than 2,500 accounts, focusing on exchange-traded funds, mutual funds, and firm-developed model portfolios tailored to client investment objectives and risk tolerance.

Shay Stiers is a financial advisor at Preston Investments with a Series 65 designation and four years of industry experience. Prior to joining Preston Investments in 2020, Stiers held various positions including roles at Walmart and Kenai Peninsula Community College. Preston Advisory Services provides discretionary portfolio management and investment advice primarily to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a combination of fundamental analysis and trading strategies, offering tailored portfolio management and model portfolios through custodians such as Charles Schwab and Interactive Brokers.

Kelly Shuffler is a financial advisor at Preston Investments with four years of industry experience. She holds a Series 65 designation and previously worked at Aspire Medical Centers and Cerbat Chiropractic. Preston Advisory Services provides discretionary portfolio management and investment advice primarily to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers tailored portfolio management, model portfolios, and guidance on ETFs and mutual funds, managing client accounts on a discretionary basis with a combination of fundamental analysis and both long- and short-term trading strategies.

Scott Preston is the principal of Preston Investments with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Preston Investments since 1998 and at Cetera Advisors LLC from 2013 to 2018. Outside of advisory services, he is a 50% owner of Preston Investments, which also engages in estate planning and fixed insurance. Preston Advisory Services provides discretionary portfolio management and investment advice primarily to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a combination of fundamental analysis and both long- and short-term trading strategies, offering tailored portfolio management and model portfolios through custodians such as Charles Schwab and Interactive Brokers.