Joshua Peterson is a seasoned financial advisor with a distinguished career rooted in both Wall Street and the Southwest. A graduate of the University of Arizona with a Bachelor of Arts in Economics, Josh began his journey in financial services as a regional sales representative with Deutsche Asset Management in Chicago. His career path led him back to Arizona, where he held advisory roles at Piper Jaffray, RBC Dain Rauscher, and Wachovia Securities—now Wells Fargo Advisors. Today, he serves as Managing Director – Investment Officer with the P.H.X. Wealth Management Group of Wells Fargo Advisors.

Josh holds a comprehensive suite of securities registrations, including Series 6, 7, 63, and 65, along with applicable insurance licenses. He is also a CERTIFIED FINANCIAL PLANNER^® professional, underscoring his commitment to delivering informed, ethical, and client-focused guidance. His approach blends deep market insight with a personalized understanding of each client’s financial goals.

Beyond his professional achievements, Josh is deeply engaged in his community. He currently serves on the board of Vitalyst Health Foundation and held the role of Chairman from June 2022 to June 2024. He is a past president and board member of the Hon Kachina Council and a former board member of the Men's Arts Council. Outside of work, Josh enjoys fly fishing, hiking, mountain biking, and spending quality time with his wife and children.

 
CA Insurance License #OH56407 | Resident State: AZ

George Henderson is a First Vice President - Investment Officer with P.H.X. Wealth Management Group of Wells Fargo Advisors in Phoenix, Arizona. He partners with some of America’s most productive families to preserve and grow wealth across generations. With deep expertise in wealth planning and business exit strategies, George blends these plans with tailored investment portfolios utilizing individual equities, options, and structured notes to help secure clients’ long-term goals.

A U.S. Army veteran, George served from 2002 to 2014 as a Combat Engineer, deploying in support of Operations Iraqi Freedom and Enduring Freedom. He was awarded the Bronze Star Medal and Combat Action Badge for his actions during an engagement outside Baghdad in 2005. Building on his leadership and operational experience, completed the Yale School of Management’s Investment Theory & Practice program, achieving the Certified Investment Management Analyst^® designation. He also holds CFP^®, CEPA^®, CWS^®, and CAIA^® credentials.

Since 2020, George has served on the CFP Board’s Center for Financial Planning Scholarship Review Panel. He is the founder of the Veterans on Wall Street Phoenix Chapter, a founding member of the Canyon State Business Alliance, and a board member of the Black Maricopa Chamber of Commerce. In addition, he contributes his expertise to community events and financial literacy programs, including those hosted by Junior Achievement of Arizona and various nonprofit organizations.

 
CA Insurance Lic.#4106650, Resident State AZ

Kristin Chadwick serves as a Senior Registered Client Associate with the P.H.X Wealth Management Group of Wells Fargo Advisors, where she partners closely with Senior Financial Advisors to help clients build, manage, preserve, and transition wealth through personalized investment strategies.

With over 24 years of experience in the financial services industry, Kristin brings deep expertise in working with high-net-worth individuals, families, and complex account structures. Her role emphasizes practice management, client service excellence, marketing initiatives, and estate investment planning operations.

Kristin joined the P.H.X Wealth Management Group in fall 2021, having been with Wells Fargo Advisors since 2005. Her dedication and performance have earned her multiple accolades, including:
   
Originally from Eugene, Oregon, Kristin attended the University of Utah on an athletic softball scholarship and earned her B.A. in Sociology. She holds FINRA Series 7 and 66 registrations, along with her Arizona insurance license.

Kristin resides in Gilbert, AZ with her husband and two sons. Outside of work, she enjoys spending time with her family, reading, listening to podcasts, and traveling.

 
CA Insurance License #OH34901 | Resident State: AZ

As a valued Client Associate with the P.H.X Wealth Management Group of Wells Fargo Advisors, Renita Miller brings over three decades of experience in the Phoenix financial community. Known for her proactive approach, tenacity, and unwavering patience, she is committed to delivering exceptional service and building lasting relationships with clients. Her diverse skill set and dedication to professionalism make her an integral part of a team that prides itself on collaboration and client-focused solutions.

A native Arizonan, Renita resides in Phoenix with her family and remains deeply connected to the community through her involvement in a faith-based organization. Her volunteer work allows her to engage with individuals from all walks of life, offering her a broad perspective on the needs and challenges facing the local community. This connection enriches her ability to serve clients with empathy and insight.

With over 43 years of motherhood and 22 years as a grandmother, Renita considers family one of life’s greatest blessings. She credits these personal experiences with shaping her strong communication skills, adaptability, and nurturing spirit—qualities that enhance her effectiveness in her current role and contribute to the warm, supportive environment clients experience at P.H.X Wealth Management Group.