Richard G Fenger

I started in the advice business in 2012 as an intern at First Allied Securities. Lucky for me, I got to see the inside of a lot of classic wealth management firms - how the sausage was made. Fast forward to 2016, I've worked a few years in the industry, but I'm not happy with my trajectory; I want to write my own story. A couple of industry guys create a platform called XY Planning Network, seemingly tailor-made for me & my dreams. I want to serve the next generation of clients in a fair & transparent way, and I'd like to do it on my own terms. XYPN's little push, their "Yes, you can do this" at the September 2016 conference in San Diego, was the catalyst for launching my firm, Montebello Avenue Limited Company, which went live in February 2017. Today, my firm serves 50+ clients locally & throughout the country. I couldn't be more proud of our clientele or more hopeful about the future of the firm. Some more personal quick-hits: BS, Computational Mathematical Sciences, Arizona State University CERTIFIED FINANCIAL PLANNER™ Published in the New York Times, Wall Street Journal, Barron's, and the Alpha Architect blog Mississippi native Youngest of 4 siblings I love basketball, baseball, sushi, and my dog's underbite Married on 10/10/2020 to the love of my life

Hi, I’m Ekenna Anya-Gafu, CFP, AAMS, AIF and the founder of Pacific Canyon Investments. I started this firm because growing up, I saw too many people make the wrong financial decisions, not because they didn’t care, but because no one ever showed them how. I decided to change that. After years in the industry helping build a firm from $200K to over $483M in assets, I launched PCI to bring honest, strategic, and empowering financial guidance to people from all walks of life. Whether you’re managing an IPO, a new or experienced healthcare worker, or want a better plan, I’m here to help.

Andrew Rafal is a Series 65-licensed financial advisor with Bayntree Wealth Advisors, LLC in Scottsdale, AZ, where he has worked since 2015. He has 14 years of industry experience and is also involved as a member of a family holding company, AJW Capital Ventures. Bayntree Wealth Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm focuses on income planning and risk management over a multi-year horizon, using mutual funds, ETFs, and third-party managers to implement its Bayntree Blueprint financial plans.

Don Larson is a CFP® with 20 years of experience in the financial advisory industry and has operated Larson Wealth Management, LLC since 2011. He holds Series 63, 65, and 66 licenses and also manages Larson Business & Tax Solutions, providing bookkeeping and tax preparation services. Additionally, Larson serves as secretary and treasurer for AEM International (US) Ltd. Larson Wealth Management offers 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 allocation with a combination of fundamental and technical analysis, managing portfolios primarily through mutual funds and ETFs across multiple asset classes.

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.

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.