RBG Capital LLC

Michael Walling is a financial advisor with RBG Capital LLC, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior roles include 14 years at Triad Advisors, Inc and recent positions at Arkadios Wealth Advisors and Arkadios Capital. Outside of advisory work, he is a partner in a holding company that owns and operates multiple franchise businesses in Arizona, Nevada, and Texas. RBG Capital provides asset management, financial planning, retirement plan advisory, and merger-and-acquisition consulting services to individuals, high-net-worth clients, small businesses, pension plans, and charitable organizations. The firm employs a variety of investment strategies and also offers third-party manager selection and ongoing due diligence.

Steven Lichtblau is a financial advisor with RBG Capital LLC in Scottsdale, AZ, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including roles at Triad Advisors, Inc and Arkadios Wealth Advisors. Outside of his advisory work, he is a partner in an insurance business focused on health, life, and disability coverage, as well as business succession planning and M&A advisory. RBG Capital provides asset management, financial planning, retirement plan advisory, and merger-and-acquisition advisory services to individuals, high-net-worth clients, small businesses, pension and profit-sharing plans, and charitable organizations. The firm employs a variety of investment methods and offers fiduciary consulting and third-party manager selection, despite currently having no active registered advisors.

Christopher Gee is a CFA® charterholder with 14 years of industry experience. He is currently affiliated with RBG Capital LLC and has previously worked at Arkadios Wealth Advisors, Arkadios Capital, Triad Advisors, Inc., and R. B. Gold & Associates. Gee is also a partner at RBG Capital LLC where he is involved in wealth management, business succession planning, and investment banking services including mergers and acquisitions advisory. RBG Capital LLC provides asset management, financial planning, retirement plan advisory, and merger-and-acquisition support to a range of clients including individuals, high-net-worth clients, small businesses, and charitable organizations. The firm utilizes a combination of fundamental and technical analysis and modern portfolio theory, and offers services such as third-party money manager selection and retirement plan consulting.

Charles Walling is a financial advisor with RBG Capital LLC, holding a Series 66 designation and 12 years of industry experience. His work history includes roles at Morgan Stanley and Triad Advisors, Inc., and he has been with RBG Capital since 2016. Outside of his advisory role, he is a member of WC Pets LLC. RBG Capital provides asset management, financial planning, retirement plan advisory, and merger-and-acquisition support to individuals, high-net-worth clients, small businesses, pension and profit-sharing plans, and charitable organizations. The firm employs fundamental and technical analysis and modern portfolio theory across various strategies and offers retirement plan consulting as a 3(21) fiduciary, third-party manager selection, and M&A advisory services.