GR Financial Group, LLC

Ryan Genzman is a financial advisor at GR Financial Group, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GR Financial Group since 2015. Prior to that, he worked at Mutual Securities, Inc. from 2014 to 2022. Outside of his advisory role, he is involved in several family and personal real estate ventures. GR Financial Group is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses with discretionary portfolio management and financial planning. The firm employs a team-based approach focusing on asset-allocation model portfolios primarily using mutual funds and ETFs, supplemented by sector, fundamental, and technical analysis.

Adam Mc Carty is a Series 65-credentialed advisor at GR Financial Group, LLC with one year of industry experience. Prior to joining GR Financial Group, he worked at Zion City for five years and TJX, Inc. for five years. Outside of his advisory role, he operates a business consulting and leadership development firm and is an ordained minister who officiates weddings. GR Financial Group is an SEC-registered advisory firm providing discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm employs asset-allocation model portfolios primarily composed of mutual funds and ETFs, supplemented by sector, fundamental, and technical analysis, and offers a distinct Alpha Advantage strategy with a performance-fee option for qualified clients.

Jamie Gonzales is a financial advisor at GR Financial Group, LLC in Tucson, AZ, holding a Series 65 designation with three years of industry experience. Prior to joining GR Financial Group, Gonzales worked at Marriott International. Outside of financial advising, Gonzales owns and operates a travel agency, Your Magical Adventures, LLC. GR Financial Group is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses with discretionary portfolio management and financial planning. The firm employs a team-based approach with a focus on asset-allocation model portfolios primarily composed of mutual funds and ETFs, supplemented by various analytical methods and a distinct Alpha Advantage strategy.

Scott Genzman is a financial advisor with GR Financial Group, LLC in Tucson, AZ, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has worked at GR Financial Group and Mutual Securities, Inc. during his career. Outside of his advisory role, he serves as a board member for the nonprofit Unite 4 Africa. GR Financial Group is an SEC-registered advisory firm that provides discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm employs a team-based approach with a focus on asset allocation using mutual funds and ETFs, supplemented by sector, fundamental, and technical analysis, and offers a distinctive Alpha Advantage strategy including digital-asset ETFs and a performance-fee option for qualified clients.

Lynsey Richter is a financial advisor at GR Financial Group, LLC with 21 years of industry experience. She holds the Series 66 designation and has worked at GR Financial Group since 2015, previously spending 15 years with Mutual Securities. GR Financial Group is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses with discretionary portfolio management and financial planning. The firm utilizes asset-allocation model portfolios primarily composed of mutual funds and ETFs, supplemented by sector, fundamental, and technical analysis, and offers a distinct Alpha Advantage strategy including digital-asset ETFs and a performance-fee option for qualified clients.

Sandra Widmer is a financial advisor with GR Financial Group, LLC, holding a Series 65 designation and 15 years of industry experience. She has been with GR Financial Group since 2015, working as part of a six-advisor team based in Tucson, AZ. GR Financial Group is an SEC-registered advisory firm that provides discretionary portfolio management and financial planning services to individuals, charitable organizations, and businesses. The firm employs asset-allocation model portfolios primarily composed of mutual funds and ETFs, supplemented by sector, fundamental, and technical analysis, and offers a distinct Alpha Advantage strategy with a performance-fee option for qualified clients.

Benjamin Genzman is a financial advisor at GR Financial Group, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with GR Financial Group since 2015. Outside of his advisory role, he is involved in several real estate ventures through family and opportunity fund entities. GR Financial Group is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses. The firm provides discretionary portfolio management and financial planning, employing asset-allocation model portfolios primarily composed of mutual funds and ETFs, with additional sector and technical analysis.