Jean Buillet

Riley Rosebee is a Series 65-licensed financial advisor with one year of industry experience, currently operating as the sole advisor at Montis Management in Sedona, AZ. His prior roles include positions at Godspeed, Stocktwits, and the PGA Tour. He is also involved with Sedona Golf Resort outside of his advisory work. Montis Management provides discretionary investment portfolio management primarily to individual and high-net-worth clients, utilizing a trend-following investment approach across traditional and alternative asset classes. The firm emphasizes a documented investment policy process and exercises full discretionary trading authority on behalf of its clients.

Linda Rachel is a financial advisor at Guardian Capital Group LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Guardian Capital Group since 2009. Outside of her advisory role, she is a partner at DA Vines Vineyard LLC, a family-owned farm and winery where she assists with viticulture. Guardian Capital Group provides investment advisory and financial planning services to individuals, families, trusts, small businesses, and charitable organizations. The firm employs a strategic asset allocation approach using mutual funds, ETFs, and other securities, and offers discretionary portfolio management alongside written financial plans and consulting engagements.

Paul Majane is a financial advisor with Trust Advisory Group Ltd in Sedona, AZ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at StoneX Securities Inc, AGES Financial Services, Ltd., and Source Capital Group, Inc. He serves on the Board of Directors of Parade Deck Holdings, Inc., an organization that works with military veterans through partnerships with the VA, VFW, and other military groups. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and ERISA consulting. The firm employs a multi-team approach with about 30 advisors and utilizes a range of investment strategies, including proprietary models and third-party platforms, managing approximately $494 million in discretionary assets.

Heidi Bird is a financial advisor at RFG Advisory, LLC with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Thrivent Financial for Lutherans and Independent Financial Group. Outside of her advisory role, she volunteers as a coach for Girls on the Run, a nonprofit organization focused on building confidence in young girls. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing a combination of active and passive strategies across various investment vehicles and maintaining a role as sub-adviser to a multi-ETF suite.

Erik Larsen is a financial advisor at Farther with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and The Retirement Group. Outside of his advisory role, he serves as treasurer and board member for the community organization Center of Universal Light and is involved in family arts and events through Earth, Art, Sound, LLC. Farther serves individual investors, trusts, and estates using a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach with bespoke and algorithmic model portfolios, automatic rebalancing, and a diversified allocation primarily among ETFs, mutual funds, equities, and fixed income.