Triton Wealth Management, PLLC

Zachary Mac Phee is a financial advisor at Triton Wealth Management, PLLC with a Series 65 designation and over ten years of experience. He worked at J Brad Jenner, CPA PC for six years before joining Triton Wealth Management in 2022. Triton Wealth Management provides portfolio management and financial planning services to individuals, high net worth clients, and pension or profit-sharing plans. The firm manages discretionary assets using a mix of stocks, bonds, ETFs, options, mutual funds, and other securities, applying fundamental, ETF, and technical analysis within an asset-allocation framework tailored to client objectives and risk tolerances.

William Mitton is a financial advisor with Triton Wealth Management, PLLC in Sun City, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Leigh Baldwin & Co., LLC, Purshe Kaplan Sterling Investments, and Raymond James Financial Services. Triton Wealth Management provides comprehensive portfolio management and financial planning to individuals, high net worth clients, and pension or profit-sharing plans, managing over $379 million in discretionary assets. The firm employs fundamental, ETF, and technical analysis within an asset-allocation framework and incorporates strategies including structured products and cryptocurrency.

Cody Ashton is a financial advisor at Triton Wealth Management, PLLC with 17 years of industry experience. He holds a Series 66 designation and has worked at several firms including Leigh Baldwin & Co., LLC and Purshe Kaplan Sterling Investments. He is also involved in fixed insurance sales as a licensed agent. Triton Wealth Management provides comprehensive portfolio management and financial planning to individuals, high net worth clients, and pension or profit-sharing plans. The firm manages discretionary assets using a range of securities and employs fundamental, ETF, and technical analysis within an asset-allocation framework tailored to clients’ objectives and risk tolerances.

Michael Bird is a financial advisor at Triton Wealth Management, PLLC with 16 years of industry experience. He holds a Series 66 designation and has worked at several firms including Leigh Baldwin & Co., LLC, Purshe Kaplan Sterling Investments, and Raymond James Financial Services Advisors Inc. He has been with Triton Wealth Management since 2018. Triton Wealth Management provides comprehensive portfolio management and financial planning services to individuals, high net worth clients, and pension or profit-sharing plans. The firm manages discretionary assets of approximately $379 million for around 809 clients, employing fundamental, ETF, and technical analysis within an asset-allocation framework to tailor portfolios to client objectives and risk tolerances.

Nathaniel Duchein is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at Triton Wealth Management, PLLC since 2024 and previously spent eight years with Edward Jones. Before entering financial services, he was employed by Dysart Unified School District for two years. Triton Wealth Management, PLLC provides comprehensive portfolio management and financial planning to individuals, high net worth clients, and pension or profit-sharing plans. The firm employs fundamental, ETF, and technical analysis within an asset-allocation framework to tailor portfolios according to clients’ objectives, risk tolerances, and time horizons.

David Dorsey is a financial advisor at Triton Wealth Management, PLLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Leigh Baldwin & Co., LLC, Purshe Kaplan Sterling, and Kingsview Asset Management. He is also the owner of Dorsey Financial Services, LLC, a non-investment-related support company. Triton Wealth Management provides portfolio management and financial planning services to individuals, high net worth clients, and pension or profit-sharing plans. The firm manages discretionary assets using a combination of fundamental, ETF, and technical analysis within an asset-allocation framework tailored to client objectives and risk tolerances.

Arrah Wonah Nester is a financial advisor at Triton Wealth Management, PLLC with 14 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms including Leigh Baldwin & Co LLC and Purshe Kaplan Sterling Investments. Outside of finance, she is a certified scuba instructor, teaching classroom, pool skills, and open water diving. Triton Wealth Management provides portfolio management and financial planning services to individuals, high net worth clients, and pension or profit-sharing plans. The firm manages discretionary assets of over $379 million and employs fundamental, ETF, and technical analysis within an asset-allocation framework tailored to client objectives.

Brian Smalley is a financial advisor at Universal Wealth Management LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Triton Wealth Management and Leigh Baldwin & Co., LLC. Outside of his advisory role, he owns BC Enterprises LLC, a finish carpentry business. Universal Wealth Management LLC provides discretionary portfolio management and investment advice to individual and high-net-worth clients, offering tailored allocations across a broad range of investments and employing various strategies. The firm operates under discretionary authority and generally custodians assets through Charles Schwab.

Eric Bird is a CFP® professional with seven years of industry experience, currently serving at Triton Wealth Management, PLLC since 2019. Prior to joining Triton, he worked at MCB Financial and the University of Oklahoma. Triton Wealth Management, PLLC offers comprehensive portfolio management and financial planning services to individuals, high net worth clients, and pension or profit-sharing plans. The firm manages discretionary assets using a combination of fundamental, ETF, and technical analysis within an asset-allocation frameworks tailored to clients’ objectives and risk tolerances.