Kristy Danielle Doss

Don Larson is the principal advisor at Larson Wealth Management, LLC in Mesa, Arizona, holding a CFP® designation along with Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He previously worked at Steele Larson Advisors, LLLP for seven years before founding Larson Wealth Management in 2011. Outside of advisory services, he owns and manages a bookkeeping and tax preparation business and serves as secretary and treasurer for AEM International (US) Ltd. Larson Wealth Management provides investment supervisory and consulting services to a diverse client base, including high-net-worth individuals, family offices, corporate and Taft-Hartley employee benefit plans, and charitable organizations. The firm employs customized strategic asset allocations across various equity and fixed income securities, emphasizing mutual funds and ETFs, and offers both discretionary and non-discretionary portfolio management with regular reviews.

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.

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.

Diane Ouellette is a CFP® and Series 65-registered financial advisor with 22 years of experience. She is the sole advisor at Gold Canyon Financial Planning, an independent fee-only firm she has led since 2004. Ouellette also has experience with Herring Cove Financial Planning dating back to 2001. Gold Canyon Financial Planning provides personalized financial planning and discretionary investment management primarily for individuals, couples, and families, including retirees, professionals, and business owners. The firm emphasizes a long-term, buy-and-hold investment approach using diversified, low-cost mutual funds, ETFs, and fixed-income instruments, and also offers educational workshops and pro bono services to a nonprofit organization.

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.