James Rogers

Ronald Lang is a financial advisor at Atlas Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Atlas Wealth Management since 2012. In addition to his advisory role, he is involved with MajesticTrader.com LLC, a business he has been part of since 2010. Atlas Wealth Management primarily serves individual clients, including many high-net-worth households, as well as pension and retirement-plan sponsors. The firm offers portfolio management, financial planning, and ERISA retirement-plan advisory services, using fundamental and technical analysis to tailor portfolios to clients’ financial situations and risk tolerance.

Scott Cadieux is a CFP® with 27 years of experience in the financial services industry. He has worked at Fidelity Brokerage Services, Strategic Advisers LLC, and Fidelity Personal and Workplace Advisors before founding Echelon Private Wealth LLC, where he has been since 2020. Outside of his advisory work, he owns and operates a vending machine business and works as an independent insurance agent. Echelon Private Wealth provides discretionary portfolio management, asset allocation advice, and goal-based financial planning to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, offering customized investment strategies including options programs managed on a discretionary basis.

Jeffrey Lumin is a CFA® charterholder and the sole advisor at Transcend Advisor, Inc. He has nine years of experience at Transcend and five years as a self-employed professional prior to that. The firm provides discretionary investment management, financial planning, and consulting services to a range of clients including individuals, high net worth clients, family trusts, and charitable organizations. Transcend follows a long-term, value-oriented investment approach based on classic securities valuation principles, emphasizing dividend-yielding assets and diversified portfolios across multiple asset classes.

Ryan Betts is the sole advisor at Betts LLC in Phoenix, AZ, holding a Series 65 designation with eight years of industry experience. He has worked at Larry B. Betts, CPA and operated Ryan Betts PC, accumulating over 15 years in related fields. Betts LLC provides advisory services primarily through referrals to third-party money managers such as Rockefeller Capital Management. The firm serves individuals, high-net-worth clients, and business entities, focusing on long-term investment strategies aligned with client objectives and risk tolerance while not directly managing client assets.

Robert Kerns III is a financial advisor with Kerns Legacy Planning LLC in Phoenix, AZ, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, Merrill, and American Family Insurance. Outside of his advisory work, he serves as an assistant coach for the U14 youth ice hockey team with the Coyotes Amateur Hockey Association in Scottsdale, Arizona. Kerns Legacy Planning LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs fundamental analysis, modern portfolio theory, and technical analysis, utilizing long-term, short-term, and options trading strategies, including the use of margin and derivatives within separately managed accounts.

Joel Karpinski is the principal of Karpinski Financial, LLC in Scottsdale, AZ, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Purshe Kaplan Sterling Investments from 2012 to 2016. Karpinski Financial, LLC provides fee-for-service financial planning and investment management to individuals, businesses, and trusts, serving mainly mainstream individual households along with some high-net-worth or accredited clients. The firm offers both Strategic Asset Management and Active Management programs, tailoring portfolios across various asset classes and managing accounts on a discretionary or non-discretionary basis.