Trevor Scheid is a CFP® and Series 65-licensed advisor with 10 years of industry experience. He is currently with Luminescent Wealth Management, Inc. in Scottsdale, AZ, having joined in 2025 after roles at Tarbox Family Office and Versant Capital Management. Luminescent Wealth Management is a fee-only firm serving individuals, families, trusts, estates, charitable organizations, and business entities, focusing on larger portfolios with a typical account minimum of $2 million. The firm combines tailored wealth management and financial planning with an approach that integrates tax and accounting expertise through its principal’s advanced credentials.

Erin Itkoe is a CFP® and PFS™ credentialed financial advisor with 21 years of industry experience. She is currently with Luminescent Wealth Management, Inc. and has held prior roles at Tarbox Family Office, Versant Capital Management, GFO Advisory Services, LLC, and Inlign Wealth Management, LLC. Outside of her advisory work, she serves as a committee member of the AICPA Personal Financial Planning Executive Committee and is active on the auxiliary board of the Fresh Start Women’s Foundation, in addition to chairing a tax and legal seminar planning committee for local philanthropic organizations. Luminescent Wealth Management is a fee-only advisory firm serving individuals, families, trusts, estates, charitable organizations, and business entities, focusing on larger portfolios. The firm integrates tax and accounting expertise into its wealth management and financial planning services and manages approximately $127.4 million in discretionary assets.