Barry Todd

Shawn Mc Keown is a financial advisor at Southern Pacific Asset Management L.L.C. in Yuma, AZ, holding a Series 66 designation with nine years of industry experience. He has worked at Southern Pacific since 2020 and was previously with Yuma Investment Group from 2016 to 2021. Southern Pacific Asset Management is an independent, single-advisor firm providing investment management and comprehensive financial planning primarily to individual and high-net-worth clients. The firm combines passive and active strategies with model portfolios and outside managers, and offers educational programming and client communications through seminars and written planning reports.

Samantha Bordiuk is a financial advisor at Alo Financial Planning with a Series 65 credential and three years of industry experience. Prior to joining Alo Financial Planning, she served with Marine Corps Installations Pacific and is the owner and instructor of Patriot Pole Fitness LLC, a fitness instruction business in Yuma, AZ. Alo Financial Planning provides investment management and financial planning services to individual and high-net-worth clients, as well as employer-sponsored retirement plans. The firm primarily employs a passive, asset-allocation approach using mutual funds and ETFs and offers ongoing portfolio management alongside educational seminars.

Alexander Chavez is a financial advisor at Invicta Financial Group with a Series 65 designation and one year of industry experience. Before joining Invicta, he worked in the United States Federal Courts for eight years and the Arizona Department of Juvenile Corrections for four years. He also serves as a substitute teacher on a part-time basis. Invicta Financial Group provides financial planning and implementation services to individuals, high-net-worth clients, and business entities, focusing on client-specific plans and working with third-party investment advisers for portfolio management.

Ryan Daniels is a financial advisor with Invicta Financial Group in Yuma, AZ. He holds a Series 65 designation and joined the firm in 2025. His prior work experience includes roles at BDT & Associates, Pittsburgh Valet, and Footlocker. Outside of advising, he is a licensed insurance agent but does not sell insurance products or provide related advice. Invicta Financial Group serves individuals, high-net-worth clients, and business entities by providing financial planning and implementation services. The firm emphasizes client-specific planning and works with third-party investment advisers for ongoing asset management.

Benjamin Williams is a financial advisor with Invicta Financial Group in Yuma, AZ, holding a Series 65 license and 12 years of industry experience. He has worked at BDT & Associates, Inc. since 2014 and Cambridge Investment Research Advisors, Inc. from 2014 to 2018. Williams serves as treasurer and director of the board at BDT & Associates, Inc., a role he has held since 2018. He is also a licensed independent insurance agent specializing in health and life insurance. Invicta Financial Group advises individuals, high-net-worth clients, and business entities through financial planning and implementation services, directing clients to third-party investment advisers for portfolio management. The firm emphasizes client-specific planning with tailored recommendations and ongoing support during and after the implementation phase.

Marissa Waldron is a CFP® and Series 65 credentialed advisor with 11 years of industry experience. She has worked at Fisher Investments and Global Financial Private Capital, LLC before joining Carlson Financial, where she has been since 2017. Carlson Financial serves pre-retirees, retirees, and various individual and institutional clients by providing comprehensive financial planning and portfolio management. The firm uses a cash-flow-based planning process to guide discretionary investment strategies focused on equities and ETFs, with an independent insurance licensing structure for certain product recommendations.