Abe Dye

Don Larson is a CFP® with 19 years of experience in the financial advisory industry. He is the founder of Larson Wealth Management, LLC, where he has worked since 2011. Outside of his advisory practice, Larson owns and manages a bookkeeping and tax preparation business and serves as secretary and treasurer of a private company. Larson Wealth Management provides investment supervisory and consulting services to a diverse client base, including high-net-worth individuals, family offices, and institutional clients such as pension and profit-sharing plans. The firm employs customized strategic asset allocation using mutual funds and ETFs and combines fundamental and technical analysis with regular portfolio reviews.

David Pistor is a CFP® professional with 19 years of industry experience. He has been the sole advisor at Flight Capital Management, LLC since 2010, based in Queen Creek, AZ. Flight Capital Management provides discretionary investment advisory services to individuals, trusts, estates, corporations, and other organizations, focusing on personalized portfolio management and regular client communication. The firm employs a bottoms-up, company-specific investment process, combining fundamental analysis with technical and macro considerations, and emphasizes active individual-security selection over pooled vehicles.

Peter Ellefson is the sole advisor at EPL Investment Advisory LLC in Mesa, Arizona, holding Series 63, 65, and 66 licenses with 25 years of industry experience. He has led EPL Investment Advisory since 2000. Outside of advising, he manages several related businesses, including a real estate brokerage, an insurance agency, a tax services firm, and a business and franchise sales company. EPL Investment Advisory provides portfolio management, financial consulting, and pension consulting to individual and institutional clients. The firm employs a diverse investment approach that includes fundamental and technical analysis, Modern Portfolio Theory, and both long- and short-term trading, offering customized portfolios and pension plan services.

Diane Ouellette is a CFP® professional with 21 years of industry experience. She has been the sole advisor at Gold Canyon Financial Planning since 2004 and has also worked with Herring Cove Financial Planning since 2001. Gold Canyon Financial Planning provides fee-only, personalized financial planning and discretionary investment management primarily for individuals, couples, and families, managing approximately $43.4 million across about 115 clients. The firm employs a long-term, buy-and-hold investment approach using low-cost mutual funds, ETFs, individual bonds, and treasuries, and focuses on continuous AUM relationships with integrated financial planning for clients with $200,000 or more under management.

William Newman is the sole advisor at Newman's Financial Planning in Queen Creek, AZ, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has led his firm since 2015. Newman's Financial Planning serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm emphasizes passive investment management using index funds and ETFs, incorporates cyclical analysis into its portfolio decisions, and offers a combination of retainer-based financial planning and specialized pension-plan consulting services.

Jeffrey Brandeen is a financial advisor with Fiduciary Architects LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Western International Securities, Inc. for 19 years. Outside of his advisory role, he teaches Intro to International Business as an online instructor at the University of Phoenix and serves as a regional director for the nonprofit Y Service Club of Pasadena. Fiduciary Architects LLC is a California-registered investment adviser serving individual clients, trusts, estates, and business entities with discretionary portfolio management and comprehensive financial planning. The firm employs a variety of analytical methods to implement both long- and short-term strategies, managing a small client base with personalized investment approaches.