Iliad Wealth Solutions

Aaron Lannon is a financial advisor with Iliad Wealth Solutions in Mesa, AZ, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Rovin Capital for eight years and Heartland Financial for three years. Outside of his advisory role, he has experience assisting a residential real estate seller’s agent. Iliad Wealth Solutions provides investment management, financial planning, and retirement plan advisory services to individual and high-net-worth clients as well as employer-sponsored plans. The firm employs a combination of buy-and-hold and tactical active strategies, using tools like Riskalyze and an in-depth client interview process to tailor portfolios, and offers both discretionary and non-discretionary services.

Joshua Miller is a financial advisor with Iliad Wealth Solutions, holding a Series 66 designation and bringing 10 years of industry experience. He has worked with multiple firms, including Park Avenue Investment Advisory LLC and Massachusetts Mutual Life Insurance Co. Outside of his advisory role, Miller serves as Chief Executive Officer of JCM Private Holdings, a personal private holding company. Iliad Wealth Solutions provides investment management, financial planning, and retirement plan advisory services to individual and high-net-worth clients as well as employer-sponsored plans. The firm combines a buy-and-hold core with tactical active management, tailoring portfolios through a detailed client interview process and implementing strategies primarily on a non-discretionary basis.

Matthew Kincade is a financial advisor at Iliad Wealth Solutions with a Series 65 designation and two years of industry experience. His prior work includes roles at Mission Loans LLC, Ladera Lending Inc, loanDepot, and Fenix Consulting Group. Iliad Wealth Solutions provides investment management, financial planning, and retirement plan advisory services to individual and high-net-worth clients as well as employer-sponsored plans, utilizing a combination of buy-and-hold and tactical active strategies tailored through detailed client interviews and risk assessment tools.