Quility Financial Advisors

Tim Smith is a financial advisor at Quility Financial Advisors with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Packerland Brokerage Services, StrategerY Advisors, Securities America, and Cetera Advisor Networks. Quility Financial Advisors serves individual and high-net-worth clients by providing financial planning, discretionary portfolio management, and participant account management. The firm uses model-based strategies and sub-advisers to tailor portfolios according to client objectives, time horizons, and risk tolerances.

Victor Tassone is a financial advisor with Quility Financial Advisors in Gilbert, AZ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones, Prime Trading, and founding VT Wealth Advisory LLC. He is also involved with Symmetry Financial as an insurance producer. Quility Financial Advisors serves individual and high-net-worth clients, offering financial planning, discretionary portfolio management, and participant account management. The firm employs model-based strategies and sub-advisers to tailor portfolios according to clients’ objectives, time horizons, and risk tolerances.

Andrew Scheirer is a financial advisor with Quility Financial Advisors in Rockledge, FL, holding Series 63 and Series 65 licenses and with 23 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Kovack Advisors. He is also involved as a producer in fixed insurance products. Quility Financial Advisors serves individual and high-net-worth clients, offering financial planning, discretionary portfolio management, and participant account management. The firm employs model-based strategies and sub-advisers to tailor portfolios according to client objectives, using a mix of fundamental and technical analysis across various investment instruments.

Daniel Pecoraro is an investment adviser representative at Your IA, LLC with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Mass Mutual Investors Services, Pruco Securities, and Virtue Capital Management. He is co-owner of Pecoraro Fisher and Partners Wealth Group Insurance Agency, which provides holistic insurance solutions. Your IA, LLC is an SEC-registered advisory firm serving individuals, families, trusts, and institutions with customized investment portfolios and financial planning. The firm uses third-party platforms and sub-advisors to implement strategies and offers both discretionary and non-discretionary mandates.

Nathan Burks is a financial advisor at Quility Financial Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Appreciation Financial and Quility Inc. Outside of his advisory role, Burks owns Empowered To Retire, a business focused on selling life insurance and annuities. Quility Financial Advisors serves individual and high-net-worth clients by providing financial planning, discretionary portfolio management, and participant account management. The firm uses model-based strategies and sub-advisers to tailor portfolios according to clients’ objectives, time horizons, and risk tolerances.

Neal Quon is a financial advisor at Quility Financial Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Next Financial Group Inc for 18 years. In addition to his advisory role, Neal operates Neal Quon Insurance - Retire Different, focusing on the sales and service of insurance products. Quility Financial Advisors serves individual and high-net-worth clients, providing financial planning, discretionary portfolio management, and participant account management. The firm employs model-based strategies and sub-advisers to tailor portfolios according to clients’ objectives, time horizons, and risk tolerance.

Ward Brooks is a financial advisor at Quility Financial Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Lincoln Heritage Life Insurance Co. Outside of his advisory role, he has involvement with Symmetry Financial Group in insurance sales and has been employed by Breeze Coach Leasing, Inc. Quility Financial Advisors serves individual and high-net-worth clients by providing financial planning, discretionary portfolio management, and participant account management. The firm uses model-based strategies and sub-advisers to tailor portfolios based on client objectives, employing a range of investment instruments and combining fundamental and technical analysis.

Audree Bobinger is a financial advisor at Quility Financial Advisors with a Series 65 designation and one year of industry experience. Prior to joining Quility, she worked at Symmetry Financial Group and served six years in the United States Navy. Bobinger is also licensed as a life and health insurance agent, working as a field underwriter and sales agent. Quility Financial Advisors serves individual and high-net-worth clients by providing financial planning, discretionary portfolio management, and participant account management. The firm uses model-based strategies and sub-advisers to tailor portfolios according to clients’ objectives, time horizons, and risk tolerance.

Norman Taylor is a financial advisor at Quility Financial Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Financial Advisors and World Financial Group. Outside of advising, he is a partner in a media company that assists with business development. Quility Financial Advisors serves individual and high-net-worth clients, offering financial planning, discretionary portfolio management, and participant account management. The firm employs model-based strategies and sub-advisers to tailor portfolios according to clients’ objectives, time horizons, and risk tolerance.

Sarah Pappas is a financial advisor at Quility Financial Advisors with one year of industry experience. She holds a Series 65 designation and has been associated with Quility Financial Advisors since 2024. She is also an agency owner at Symmetry Financial Group, a role she has held since 2013. Quility Financial Advisors serves individual and high-net-worth clients, offering financial planning, discretionary portfolio management, and participant account management. The firm employs model-based strategies and sub-advisers to tailor portfolios according to clients’ objectives, time horizons, and risk tolerances.

Rebecca Cross is a Series 65-licensed financial advisor with Quility Financial Advisors in Santa Barbara, CA, with two years of industry experience. She previously worked at Secure Investment Management and has been involved in insurance-related activities as Director of Recruiting for an independent insurance agency. Quility Financial Advisors serves individual and high-net-worth clients by providing financial planning, discretionary portfolio management, and participant account management. The firm employs model-based strategies supported by sub-advisers and tailors portfolios based on clients’ objectives, risk tolerance, and time horizon.

Dustan Christensen is a financial advisor at Quility Financial Advisors with a Series 65 credential. He has held roles at multiple firms, including Regal Investment Advisors, LLC and Cornerstone Financial, and is also involved in operations consulting through Pes-One. Quility Financial Advisors serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and participant account management, utilizing model-based strategies and sub-advisers to tailor portfolios according to client objectives, time horizons, and risk tolerance.