Cody Taylor

Don Larson is a CFP® professional with 20 years of experience in financial advising. He founded Larson Wealth Management, LLC in 2011 after seven years at Steele Larson Advisors, LLLP. Outside of his advisory work, he owns and manages Larson Business & Tax Solutions, a bookkeeping and tax preparation service, and serves as secretary and treasurer for AEM International (US) Ltd. Larson Wealth Management provides investment supervisory and consulting services to individual and institutional clients, including high-net-worth individuals, family offices, and employee benefit plans. The firm employs customized strategic asset allocations across various asset classes, combining fundamental and technical analysis with portfolio reviews at least quarterly.

Nicholas Lombardozzi is a CFP® professional with six years of industry experience, currently serving as the sole advisor at Kingdom Wealth Advisers in Gilbert, AZ. His prior experience includes roles at Creative Planning, Keystone Wealth Partners, Edelman Financial Engines, Edelman Financial Services, and Barrows Sollenberger Group. Kingdom Wealth Advisers provides portfolio management and planning services primarily for individual and high-net-worth clients, as well as retirement plan accounts. The firm employs a Modern Portfolio Theory-based approach favoring passive, long-term strategies and offers fiduciary advice to retirement and IRA accounts with documented client risk tolerance and investment policies.

Tanner Erickson is a financial advisor at Stride Wealth LLC in Queen Creek, AZ, holding a Series 65 designation. He has one year of experience with Stride Wealth and additional background in consulting and other roles at West Monroe Partners, University of Utah, and several other organizations. Erickson divides his professional time between his advisory role and external employment, as well as maintaining other business ventures. Stride Wealth LLC provides portfolio management and comprehensive financial planning services to individuals, families, trusts, small businesses, and institutional clients. The firm employs a blend of fundamental, quantitative, and qualitative analysis and offers both discretionary and non-discretionary services, integrating custodial reporting and conducting quarterly account reviews.

Addison Taylor is a CFP® and holds a Series 66 license with five years of industry experience. He is the sole advisor at Build Wealth Partners, an independent firm he joined in 2025. His prior experience includes roles at Vanguard and various business ventures including Caldwell County BBQ LLC. Build Wealth Partners serves individuals, high-net-worth clients, and businesses by combining wealth management, financial planning, and business consulting. The firm offers discretionary portfolio management, tax-aware planning, and business-focused services, emphasizing integrated engagements and aligning investment strategies with Modern Portfolio Theory.

Benjamin Coats is the sole advisor at Coats Wealth Management in Gilbert, AZ. He holds a Series 65 designation and has prior work experience at Granite Lake Partners, Ascend Software, and Happy Paws Veterinary Partners. Coats Wealth Management is a registered investment adviser offering discretionary portfolio management, financial planning, and investment consulting to individuals, families, small business owners, professionals, and institutional clients. The firm employs a fundamental analysis approach with diversified asset allocation and provides client oversight through regular reviews and quarterly performance reports.

I’m Beau Kemp, founder of Bugle Valley Retirement Income Planning. My career has been focused on helping people make thoughtful financial decisions, and I’ve developed a particular passion for helping clients navigate the transition from saving for retirement to actually living from their wealth. I believe retirement planning should be about more than simply determining whether you have “enough.” It should give you confidence in where you are, where you’re going, and how your financial decisions work together. Bugle Valley is a fee-only, flat-fee financial planning firm focused exclusively on retirement. I primarily work with people who are approaching or entering retirement and want a comprehensive plan for turning their assets into sustainable income. We look at the big picture, including investment strategy, taxes, Social Security, Medicare, withdrawal strategies, risk, and legacy considerations, to help clients make informed decisions throughout retirement. Outside of financial planning, I enjoy spending time outdoors, staying active, and most importantly, spending time with my family. Those experiences have shaped how I think about retirement planning: money is a tool that should ultimately support the life you want to live. My goal is to help clients navigate that transition with a clear plan and confidence in the path ahead.