Jerry Heine

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.

Janel Durfee is a financial advisor at Wealth Resource Investment Advisors LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Tribeca Financial, LLC. Durfee is also a licensed insurance agent and manages Turnkey Management LLC, a family office. Wealth Resource Investment Advisors LLC provides portfolio management services primarily to high-net-worth individuals and charitable organizations, offering customized investment strategies across a broad range of asset classes including private placements and venture capital funds. The firm employs a variety of analytical methods and trading strategies tailored to client objectives and risk tolerances.

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.

David McBride is a CFP® with over 41 years of experience in financial advisory and investment services. He has been the president of McBride Financial Services, Inc. since 1994 and is also associated with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He holds a Series 63 license and operates as an independent insurance agent and CPA, providing tax planning and preparation services. McBride Financial Services, Inc. offers personalized investment analysis, consulting, and comprehensive financial planning to individuals, families, retirement plans, trusts, charitable organizations, and corporations. The firm employs fundamental and economic cycle analysis in its planning-focused, non-discretionary approach and utilizes fixed or hourly planning fees rather than asset-based fees.

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.