Scottsdale, Arizona

Brian J. West is an LPL Financial Advisor with LPL Financial, Inc.; he joined Progressive Financial Concepts in 2005. He brings a wealth of experience and knowledge to his role as a financial advisor. His diverse background and training enables him to help clients pursue their long-term financial goals through comprehensive, individualized financial planning and wealth management.

A comprehensive, client-focused approach to financial planning helps to ensure that the recommended programs encompass each client’s financial goals, time frames and risk tolerance. Mr. West focuses on investment analysis. He works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning, college planning and succession planning.

Helping people, whether it’s planning for retirement or college expenses, is truly Mr. West’s passion. In addition to developing a custom financial strategy for each client, he conducts regular meetings with clients to review performance, reconfirm financial goals and make adjustments as economic or lifestyle conditions warrant.

As a holistic financial advisor, the task is to fully understand a client's financial universe - to embrace the importance of what a client has built over a lifetime, their risk tolerance, goals & objectives. It's about the process of creating unique, client-specific solutions. I bring decades of wealth management experience, with a strong emphasis on portfolio management - using individual stocks. For wealthier clients, using tax-efficient, multi-generational wealth transfer strategies, to complement estate planning. For business owners, focusing on executive bonuses, executive retention strategies, succession, etc. All of my clients get the same attention, and I look forward to working with those interested in planning & executing strategies best suited for their circumstance

When not studying the stock market, I enjoy reading, traveling, the arts, spending time with family, and - of course - define loyalty by remaining a life-long Washington Redskins fan.

Kory’s practice focuses on multi-generational wealth management and provides financial planning to professionals, business owners and individuals. His background and experience has allowed him to help implement and communicate strategies in wealth accumulation, tax reduction strategies using qualified retirement plans and to help provide risk management profiles.

Areas of experience for both Kory & his partners would include the following:

• Corporate Retirement Planning
  • ESOP
  • 401(k)
  • Defined Benefit Pension Plans
  • Deferred Compensation
  • Profit Sharing
• Charitable Giving Strategies
• Estate Conservation Strategies
• Education Funding Strategies
• Fee Based Wealth Management
• Pension Transfers/Rollovers
• Financial Planning
• IRA Services
• Annuities
• Life Insurance
• Long Term Care Insurance
• Mortgage Protection (funded by life insurance and disability income insurance)
• Lump Sum Pension Distribution
• Mutual Funds, ETF’s and Stocks
• Tax Sheltered Annuities, 403 (b) Plans
• Group Benefits
• Income generating strategies
  • CD alternatives
  • Individual Bonds
  • Brokerage CD’s
  • SPIA’s
  • REIT’s
• Alternative Investments

Organizations Kory participates in or has supported in the past would include:

• The Chandler Compadres, active member and past Board Member
• Boys & Girls Clubs of the East Valley
• Future Farmers of America
• Easter Seals of Arizona, past Chairman
• Arizona Brain Food

Kory & his wife, Pam have resided in Chandler since 1993 with their two children, Kody & Mackenzie. Both Kory and Pam are actively involved in various organizations in Chandler. In his spare time he enjoys Cycling (both mountain and road), Skiing and Golf.

Registered Representative and Financial Advisor with LPL Financial, Inc., Bachelor of Science in Applied Christianity in Biblical Counseling 29 years with Progressive Financial Concepts

Stan focuses on his role as an advocate on behalf of businesses and families, who require specialized financial and advisory services. By having a strong infrastructure of specialists, and partnering with strong companies and our professional alliances, we are able to provide what we believe to be state-of-the-art solutions and resources. By providing sound financial strategies we can help navigate today's ever-changing market, economic and political climate with the goal of achieving financial confidence or financial independence.

Since 1988, Stan’s mission has been to partner with clients to help identify short term, mid term, and long term goals in life and in their businesses. He implements a “team” quarter back approach though his affiliations and resources. This allows for a thorough analysis in helping clients implement their vision and strategies.

Words to live by - Luke 12:48 “To whom much is given, much is expected”. Married to Jennifer November 2008, son Sheppard, 10, and son Gabriel, 6 years old.

Founding Member of Phoenix Youth at Risk Valley Big Brother for 19 years / Cory is currently 24 years old Sojourner Center for Abused Women Phoenix Rescue Mission Changing Lives for Homeless Women Prison Ministries Board Member – Noah Webster Basic School Board Member – Mardian Equiptment Board Advisory Member Steps of Faith

Personal interests include Faith, Family, and helping to carry one another’s burdens.

Jake Ceschin is the newest member to the PFC Advisory team in Scottsdale, AZ. Jake brings several years’ experience to the PFC team since his start in the industry beginning in 2017 after graduating from Arizona State University – W.P. Carey School of Business.  

Jake understands that financially preparing for that next step in life isn’t always easy. Knowing that you have a plan in place to reference and keep track of your goals as time goes on is a crucial step to financial wellness.  

In his free time, Jake enjoys spending time outdoors camping, hiking or fly fishing with his wife Audrey and their two dogs.  He also enjoys engaging in recreational sports such as ice hockey and golf.    

Boyd joined Progressive Financial Concepts in 2024 and brought with him over 18 years of financial services industry experience. In his former career, Boyd worked closely with advisors across the country helping them protect client assets and plan for income during retirement. Throughout his travels, he learned many things from some of the most successful advisors from across the country. The biggest of which, was the passion he developed to one day help his own clients realize their financial goals.

Shortly after moving to Scottsdale in 2016, Boyd began to work closely with Progressive Financial and ultimately decided that PFC was the perfect team to join to pursue that passion. Boyd said of Progressive Financial, “I knew that PFC was the perfect place for me to ultimately start the next chapter. We are a team and complement each other well, bringing our own different expertise to the table. We had talked about partnering together for a few years and finally made it a reality in 2024.”

Boyd and his wife Katie have 2 children, live in Arizona and frequently travel back to Boyd’s home state of Colorado. They love exploring the outdoors, which neither state has any shortage of. Boyd may also be found on the golf course if he is able to find any free time.

Michael Otradovec is a seasoned financial advisor with a unique background in engineering, entrepreneurship, and community leadership. With professional designations as a Chartered Financial Consultant® (ChFC®) and an Accredited Portfolio Management Advisor℠ (APMA®), he brings thoughtful strategy and personal dedication to every client relationship.

Before becoming a financial advisor, Michael ran his own small business and worked as a mortgage banker—experiences that help him connect deeply with business owners, professionals, and families of wealth. He now specializes in helping clients preserve, manage and invest their financial legacies.

Michael’s analytical approach stems from his early studies in electronics and engineering at Argonne National Laboratory and Arizona’s top universities. While he ultimately chose a different path, that foundation informs the structured, problem-solving mindset he brings to wealth management.

Michael has been recognized as a Five Star Wealth Manager for 2023, 2024 & 2025.

Outside the office, Michael has dedicated over 30 years to Scouting leadership. He and his wife, Barbara—married for more than 35 years—raised four Eagle Scouts and have supported Scouting at every level, from local packs and troops to national philanthropy. His adventures have taken him to three National Jamborees, one World Jamboree, and the Kandersteg International Scout Centre in Switzerland.

An avid outdoorsman, Michael enjoys hiking, fishing, and exploring wild places. He’s twice hiked the Grand Canyon rim to rim in a single day.

Michael understands that wealth is about more than numbers—it’s about purpose, people, and peace of mind.

Lauren joined Progressive Financial in 2024 bringing 18 years of experience in the Investment industry. Her past roles include Operations, Client Service Associate and Executive Assistant. Lauren is dedicated to promoting a valuable client service experience and growth opportunities for the firm.

Lauren, an Arizona native, enjoys reading and spending time with her husband and daughter camping, hiking and enjoying the outdoors.

Lauren is not licensed, registered, or affiliated with LPL Financial.