PFG Advisors

Joseph Strecker is a Series 66-credentialed financial advisor with five years of industry experience, currently associated with PFG Advisors in Phoenix, AZ. His work history includes roles at United Planners, OSAIC, Securities America, Inc., and military service in the US Air Force. Outside of advisory work, he is registered as a non-variable insurance agent. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed network of advisors across multiple offices.

Melissa Greenwood is a CFP® professional with 14 years of experience in financial advisory roles. She is currently with PFG Advisors in Phoenix, AZ, having held positions at several firms including The Vanguard Group and USAA Financial Advisors. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed advisor network across multiple offices.

Andres Escobedo is a financial advisor at PFG Advisors with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors and AXA Advisors. Outside of his advisory work, he has experience with the University of Arizona and event management at SMG. PFG Advisors provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily utilizing index-based ETFs with periodic rebalancing.

Victoria Yazzie is a CFP® with 19 years of industry experience, currently serving as a financial advisor at PFG Advisors. Prior to joining PFG Advisors in 2024, she worked at The Vanguard Group for 18 years. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed network of advisors operating under various trade names.

Michael Alexander is a ChFC® credentialed financial advisor with 36 years of industry experience. He is currently with PFG Advisors in Houston, TX, and has held roles at firms including CUSO Financial Services, LP, and First Service Credit Union. His career also includes operating under his own name since 1989. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and offers access to multiple third-party money managers and platforms.

Paul Batt is a financial advisor with PFG Advisors in Mesa, AZ, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Equitable Advisors and Securities America Inc. He has been affiliated with PFG Advisors since 2023. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and offers access to various third-party platforms and wrap programs.

Timothy Mansell is a CFP®-certified financial advisor with 38 years of industry experience, currently affiliated with PFG Advisors. His prior experience includes roles at OSAIC, Securities America, Inc., and Wells Fargo Advisors. Mansell also works as an insurance agent, selling various life insurance products and annuities to his clients. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm uses a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily implementing exposure through index-based ETFs with periodic rebalancing.

Julian Gottshall is a financial advisor at PFG Advisors with four years of industry experience. He holds a Series 66 designation and has worked with firms including United Planners and Securities America, Inc. Outside of his advisory role, he has been involved with Oregon Community Credit Union since 2021. PFG Advisors provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily utilizing index-based ETFs with periodic rebalancing.

Peyton Gallovich is a financial advisor at PFG Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at United Planners and Securities America, Inc. He also served on the board of The Hope House from 2020 to 2024. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

Harold Morrow is a financial advisor with PFG Advisors, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience and has worked at multiple firms including Securities America and Cue Financial Group. Outside of his advisory work, he has been involved with the Kingdom Of The Sun Retirement Center for over a decade. PFG Advisors provides fee-based investment advisory and financial planning services to a diverse client base including individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

Richard Pecotte is a financial advisor at PFG Advisors with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at several firms including Securities America, OSAIC, and United Planners. Outside of his advisory work, he serves as president of Pinnacle Southwest Enterprises, a company that formerly owned Papa Murphy's Pizza franchises. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed network of approximately 104 advisors.

Jed Webb is an investment advisor with PFG Advisors, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at several firms including Securities America, Inc., Foothill Securities Inc., and Cue Financial Group, Inc. Webb also operates under the name Peter C Webb and has been involved with CUE FINANCIAL Insurance since 2014. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

Michael Prior is a financial advisor with PFG Advisors in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at firms including LPL Financial, Securities America, Inc., and United Planners. Prior is also the co-founder and CEO of RIA Partners Group, a shared services firm that helps RIA owners collaborate and reduce expenses. PFG Advisors offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and operates a distributed network of approximately 104 advisors across multiple offices.

Kenneth Ragsdale is a financial advisor with PFG Advisors, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Equitable Advisors and Axa Advisors, and he currently manages his own investment entity, K Ragsdale Investments LLC. PFG Advisors offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily implementing exposure through index-based ETFs and providing access to multiple third-party platforms.

Anthony Dastice is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at several firms, including United Planners, SECURITIES AMERICA, Inc., and LPL Financial, and has operated his own advisory business since 2000. Dastice also holds a non-variable insurance agent license. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed advisor network of approximately 104 professionals.