Sun Valley Advisory

Donald Spini is a financial advisor at Sun Valley Advisory with a Series 65 designation and three years of industry experience. Before joining Sun Valley Advisory, he worked at several firms including Encompass More Asset Management and DNA Wealth Partners. Outside of his advisory role, he co-hosts a financial radio show titled "Cover Your Assets with Logan and Don." Sun Valley Advisory is a state-registered RIA serving individual and high-net-worth clients, trusts, and other entities through a four-advisor team. The firm focuses on portfolio management, retirement planning, and risk management, primarily using a non-discretionary model-selection framework with investment recommendations centered on ETFs and individual equities.

Justin Henderson is a financial advisor at Sun Valley Advisory with a Series 65 credential and one year of industry experience. He also serves as Vice President of Sales & Marketing at The Portables Choice Group, a wholesale distributor of wireless products, and holds roles in insurance-related businesses focusing on retirement counseling and estate planning. Sun Valley Advisory is a state-registered RIA that serves individual and high-net-worth clients, as well as trusts and other entities, through a four-advisor team managing approximately 180 client relationships. The firm primarily offers non-discretionary portfolio management with investment recommendations centered on ETFs and individual equities, alongside affiliated insurance and estate-planning services.

Logan Marcus is a financial advisor with Sun Valley Advisory in Scottsdale, AZ, holding a Series 65 credential and three years of industry experience. He has worked at several firms including Alpha Omega Wealth and Cadaret Grant & Co., Inc. Marcus is also a co-host of the financial radio show "Cover Your Assets with Logan and Don." Sun Valley Advisory is a state-registered RIA serving individual and high-net-worth clients, trusts, and other entities through a four-advisor team. The firm offers portfolio management, investment analysis, retirement planning, and risk management, primarily recommending ETFs and individual equities within a non-discretionary framework complemented by an affiliated insurance agency and estate-planning services.

Michael Floyd is a financial advisor at Sun Valley Advisory with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including CreativeOne Wealth, AE Wealth Management, and Bayntree Planning Group. Floyd is also involved in managing insurance-related businesses and estate planning services in Scottsdale, AZ. Sun Valley Advisory serves individual and high-net-worth clients, trusts, and other entities through a four-advisor team managing approximately 180 client relationships. The firm provides portfolio management, retirement planning, and risk management, primarily recommending ETFs and individual equities within a non-discretionary investment model supported by third-party asset managers.

Jessi Johnson is a financial advisor at Sun Valley Advisory in Scottsdale, AZ, holding a Series 65 credential with two years of industry experience. Prior to joining Sun Valley Advisory, Jessi worked at DNA Wealth Partners, Sun Valley Wealth Management, and Encompass More Asset Management, and currently also serves as a Senior Group Representative at Aflac Group Insurance. Sun Valley Advisory is a state-registered RIA serving individual and high-net-worth clients, trusts, and other entities through a four-advisor team. The firm primarily provides non-discretionary portfolio management and investment advice focused on ETFs and individual equities, utilizing a model-selection and third-party manager framework.

Gregory Halvorson is a financial advisor at Sun Valley Advisory with a Series 65 designation and over a decade of experience in the financial industry. Prior to joining Sun Valley Advisory, he worked at US Bank, N.A. for 13 years and currently holds a role as Vice President of Mortgage Lending with Guaranteed Rate, where he originates residential mortgages. Sun Valley Advisory is a state-registered RIA serving individual and high-net-worth clients, trusts, and other entities through a four-advisor team. The firm emphasizes a non-discretionary model-selection framework, providing portfolio management, investment analysis, and retirement planning with a focus on ETFs and individual equities.