Shane S Price

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 CFP® and Series 66-registered advisor with six years of industry experience. He is the sole advisor at Kerns Legacy Planning, an independent firm he founded after working at Morgan Stanley, Bank of America, Merrill, American Family Insurance, and The University of Arizona’s Eller College of Management. Outside of his advisory work, he serves as an assistant coach for the U14 age group with the Coyotes Amateur Hockey Association, a youth ice hockey organization in Arizona. Kerns Legacy Planning provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and business entities. The firm employs fundamental analysis, modern portfolio theory, and technical analysis to manage portfolios across various asset classes, with a focus on tailored investment policy statements, ongoing monitoring, and referral to third-party advisers when appropriate.

John Mcbride is the principal of Stewardship Wealth Advisors in Phoenix, AZ, with 18 years of industry experience. He holds the Series 63, 65, and 66 licenses and has been associated with Stewardship Wealth Advisors since 2015. Outside of his advisory work, he owns Stewardship for Life, Inc., where he provides life and disability insurance to clients. Stewardship Wealth Advisors serves individual investors, high-net-worth clients, and charitable organizations, offering fee-based financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm follows an investment process based on Modern Portfolio Theory, manages portfolios with discretionary authority, and conducts educational seminars and workshops for clients.

Joel Beyer is a financial advisor at 21:5 Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Heritage Wealth Management and RFG Advisory. Beyer has been self-employed since 1989 and founded 21:5 Advisors in 2024. 21:5 Advisors provides investment management, comprehensive financial planning, and facilitates estate-planning document preparation through third-party technology platforms. The firm serves individuals, high-net-worth clients, charitable organizations, and businesses, employing a mix of passive and active investment strategies guided by modern portfolio theory and emphasizing integrated operational and cybersecurity planning.

Amitabh Godha is a financial advisor at Unstoppable Asset, holding a Series 65 designation with experience since 2010 across various roles at Vistaar Capital LLC, Hill Fort Capital Partners Ltd, and Unstoppable Asset LLC. He is based in Phoenix, AZ. Unstoppable Asset provides automated investment management through a proprietary digital platform primarily serving individual retail clients with Roth IRAs focused on teenagers, young adults, and minors. The firm uses a low-cost, passive investment approach emphasizing equity-heavy ETF and mutual fund portfolios tailored by age-appropriate models with automated rebalancing.

Peter Martin is the sole advisor at Martin Financial Solutions, LLC, an independent firm based in Sun City West, AZ. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, having led his firm since 2012. In addition to his advisory work, Martin is an independent insurance agent specializing in disability, life, accident, and health insurance. Martin Financial Solutions provides discretionary portfolio management and financial consulting to individuals, trusts, and estates. The firm focuses on asset allocation primarily using exchange-traded funds, incorporating fundamental, cyclical, and technical analysis, and also offers a bi-monthly economics newsletter on a subscription basis.