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.

Chase Floyd is the principal of The Financial Chase LLC and holds Series 63 and Series 65 licenses, with nine years of industry experience. He previously operated Floyd Financial Services LLC since 2015. The Financial Chase LLC is a registered investment adviser that provides discretionary investment management and financial planning services to individual and business clients. The firm employs a long-term, fundamentally driven investment approach centered on strategic asset allocation using diversified mutual funds and ETFs, with portfolios managed on a discretionary basis.

David Ingle is a financial advisor at Vibrant Wealth with 12 years of industry experience. He holds a Series 66 designation and has worked at Barrett Financial LLC and Vibrant Wealth Advisors LLC. Outside of his advisory role, he is also an independent insurance agent, dedicating a significant portion of his time to this activity. Vibrant Wealth is an independent advisory firm offering discretionary asset management, financial planning, and a subscription-based financial coaching platform. The firm serves individuals, small businesses, trusts, estates, pooled vehicles, and charities, tailoring its investment approach to client objectives through fundamental and technical analysis, asset allocation, and risk management.

David Musser is a CFP® with 17 years of industry experience and the principal advisor at Musser Financial Planning, LLC since 2018. He previously worked at Financial Engines from 2016 to 2018. Musser is also a licensed insurance agent and occasionally offers commissionable insurance products to clients. Musser Financial Planning, LLC advises individual and high-net-worth clients on investment management and comprehensive financial planning, including taxes, retirement, insurance, education, and estate reviews. The firm employs long-term trading, fundamental analysis, modern portfolio theory, and quantitative methods to construct portfolios and incorporates both asset-based and fixed or hourly planning fee structures.

Nicholas Green is the managing partner of FMT Investment Advisory, operating under Green Partners, LLC, with 21 years of experience in the financial advisory industry. He holds Series 63 and Series 65 designations and has led his independent firm since 2005. Based in Phoenix, AZ, he serves a diverse client base including individuals, high-net-worth clients, and business entities. FMT Investment Advisory is a fee-only registered investment adviser providing discretionary portfolio management, investment planning, and supervisory services. The firm manages approximately $24.4 million across about 43 clients, employing a combination of fundamental and technical analysis with a range of investable instruments including options and derivatives, and offers advisory services to corporate clients such as pension consulting.

Benjamin Coats is the sole advisor at Coats Wealth Management in Gilbert, AZ. He holds a Series 65 designation and has prior work experience at Granite Lake Partners, Ascend Software, and Happy Paws Veterinary Partners. Coats Wealth Management is a registered investment adviser offering discretionary portfolio management, financial planning, and investment consulting to individuals, families, small business owners, professionals, and institutional clients. The firm employs a fundamental analysis approach with diversified asset allocation and provides client oversight through regular reviews and quarterly performance reports.

Richard Goldman is a financial advisor with Conscient Capital, LLC in Phoenix, AZ. He holds Series 63 and Series 65 credentials and has 18 years of industry experience. He has worked with Mutual Securities, Inc. since 2009 and Interwealth Management Advisors, LLC since 2007. He is also involved with Richard Goldman Asset Management, an SEC-registered investment adviser. Conscient Capital is an independent, single-advisor firm that provides portfolio management and financial planning services to individuals, trusts, charitable organizations, and businesses. The firm focuses on total return with portfolios built around equities and ETFs, emphasizing capital preservation and income through fundamental research and hedging strategies.

Sergey Zaytsev is the sole advisor at zQuant Advisory, LLC, an independent firm based in Scottsdale, AZ. He holds a Series 65 designation and has four years of industry experience. Outside of his advisory role, he owns small computer software companies and is occasionally involved in computer consulting and product development. zQuant Advisory provides portfolio management, financial planning, and pension consulting to individual and high-net-worth clients. The firm employs a combination of quantitative, cyclical, and fundamental analysis, applying modern portfolio theory to construct portfolios tailored to each client’s risk profile and investment goals.

Alan Norris is a CFP® professional with 23 years of industry experience. He has led Norris Wealth Management, LLC since 2011. The firm advises sponsors and participants of qualified retirement plans, providing financial planning and investment advisory services to individuals and certain business entities. Norris Wealth Management accepts specified fiduciary roles, offers pension consulting and participant education, and typically implements strategies through third-party money managers and institutional funds with ongoing monitoring and reviews.

I’m Paulo Lopes, an attorney-turned CERTIFIED FINANCIAL PLANNER® professional and the founder of Woodmont Financial Partners. Most people I work with are DIY investors, high earners, and business owners who want a clear plan and an objective second set of eyes, without commissions or an asset-based fee. You should not have to hand over your investments to get good advice. My work is tax-aware and practical. We focus on the decisions that move the needle, including multi-year tax planning, withholding and estimated tax decisions, Roth conversion strategy, retirement and Social Security planning, stock options, RSUs, and other equity compensation planning, and estate planning coordination (beneficiaries, trusts, and POAs, plus the questions to take to your attorney). On the investment side, I help clients build a long-term allocation, improve tax efficiency, and set a rebalancing approach they can actually follow. I also help clients think through small business and real estate decisions where taxes and cash flow matter. We start with a short intro call. If we decide to work together, I will outline the scope, deliverables, and next steps in plain English. Meetings are virtual, with in-person options when it makes sense. I’m based in Arizona and work with clients nationwide.

You're earning more than most people will ever see — and you're still not sure if you're doing enough with it. That's not a money problem. That's a planning problem. Hey, I'm Anthony. I'm a CFP®, a dad of three, and the founder of Dynamic Financial Planning based in Scottsdale, AZ. I spent a decade at Northern Trust and a Beverly Hills family office delivering high-level financial advice to some of the wealthiest families in the country. I built Dynamic Financial Planning so high earners and tech professionals in their 30s and 40s could finally have a proven professional in their corner. That means making the most of what you earn, improving tax efficiency, investing for long-term growth, and having advice that’s aligned with your best interests — not driven by product sales. I work with tech professionals and high earners in Scottsdale and Phoenix area and virtually nationwide. Fee-only. Fiduciary. No commissions. No conflicts. No asset minimums. Ready to find out what's possible? Free 30-minute call: dynamic-fp.com/schedule Message: anthony@dynamic-fp.com Virtual planning nationwide: New York San Francisco Los Angeles Santa Monica San Diego Las Vegas Austin Houston Dallas Miami Chicago Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming In-person planning: Scottsdale Phoenix Gilbert Chandler Mesa Cave Creek Peoria Glendale

Dylan Huff is a financial advisor at Finest Edge Financial LLC in Scottsdale, AZ, holding a Series 66 designation with two years of industry experience. He has worked with Anthem Strategist as a tax and business strategist and previously with Equitable Advisors, LLC. Outside of advisory work, he provides tax preparation and consulting services through Anthem Strategist. Finest Edge Financial LLC offers portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm emphasizes tailored investment strategies using fundamental analysis and provides specialized ERISA 3(21) plan services, including investment policy statement development and participant education.

Christopher Schembri is a CFA® charterholder and Series 63 licensee with 22 years of industry experience. He is the sole advisor at P3 Financial Management, LLC, an independent firm based in Scottsdale, AZ. In addition to his advisory role, Schembri works as a senior financial analyst at Intel Corporation, where he focuses on metrics related to material returns and process efficiency as part of Intel’s post-sales support. P3 Financial Management provides comprehensive financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm uses a fundamental analysis framework with a primarily long-term investment approach and offers customized portfolio construction alongside ongoing consulting to align strategies with client goals and risk tolerances.

Joyce Rolfes is a CFP® professional with 31 years of industry experience, serving as president of Five Peaks Financial Consulting, Inc. in Phoenix, AZ since 1999. She has held trustee roles with the An Rolfes and Cm Rolfes trusts since 2012 and has been involved with the Desert Botanical Garden as a committee member since 2010. Five Peaks Financial Consulting serves a small client base of high-net-worth households and institutional clients, providing financial planning, portfolio management, and pension consulting. The firm typically operates in a non-discretionary capacity, assisting clients with manager selection and monitoring, and focuses on pension plan consulting and ERISA plan advisory services.

Tanner Bortnem is a CFP® with eight years of industry experience, currently serving as a financial advisor at Harmoney Wealth, PLLC. He has worked at multiple firms including Vora Wealth Management and LPL Financial. In addition to his advisory role, he is the owner and attorney of Birch Tree Estate Planning, PLLC, providing legal services focused on estate planning. Harmoney Wealth serves individual clients, trusts, businesses, and employer plan sponsors by offering discretionary investment management and comprehensive financial planning. The firm combines passive and active investment approaches, tailoring portfolios based on client goals, tax considerations, and risk tolerance, with ongoing monitoring and regular plan updates.

Edward Heintz is a CFP® professional with 26 years of industry experience. He has been with Heintz Wealth Management, LLC since 2016 and previously worked at RHG Advisors LLC from 2014 to 2017. Heintz Wealth Management, LLC provides fee-only financial life planning and investment management services to individuals, trusts, estates, and retirement-plan participants. The firm employs a customized, diversified investment approach with an emphasis on long-term buy-and-hold strategies using mutual funds and ETFs, complemented by tactical shifts and strategic cash positioning.

Branch Johnson is a CFP® professional with 19 years of industry experience. He is the owner and president of Vault Financial, LLC, an independent advisory firm he has led since 2008. Vault Financial provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental and technical analysis, including option strategies, to manage portfolios on a discretionary basis in alignment with client goals and risk tolerance.

Ana Olaya is a financial advisor at Uncaged Impact with Series 65 credentials and experience dating back to 2014. Her prior roles include positions at CK Blueshift LLC and First Affirmative Financial. Uncaged Impact provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes values-driven investing and philanthropic planning, combining passive and active strategies with ESG considerations and offering both ongoing advice and limited-scope consulting engagements.

Ascension Advisors was created to deliver a more personalized level of service and financial planning. I believe an investment strategy should align with one's values, priorities, and purpose. I created a firm where advisors have the flexibility, technology, and autonomy to craft tailored strategies that empower clients to pursue their goals with intention and confidence. Early in my career, I learned to value quality over quantity—sometimes, less is more. Deep, meaningful relationships built on empathy and trust are the foundation of delivering true client value. Managed growth enables me to cultivate these relationships with intention and provide exceptional client experiences, regardless of client net worth. The need for comprehensive, personalized fiduciary financial planning continues to grow—particularly among select client segments. Ascension Advisors was created to meet that demand. While the core principles of building, managing, protecting, and transferring wealth remain constant, the broader economic and capital markets landscape is dynamic and continuously evolving. Clients are well served when partnering with an advisor who genuinely understands and appreciates their journey—and is committed to helping them reach their destination.

Duane Eckelberg is the principal of Eckelberg Financial, Inc. in Phoenix, AZ, with 17 years of experience in financial advisory services. He holds a Series 65 designation and previously worked at Cetera for 10 years. In addition to his advisory role, he has served as president of Eckelberg & Wienshienk, PC, a certified public accounting firm, since 1996. Eckelberg Financial provides customized financial planning and advisory services to individuals, trusts, estates, and charitable organizations. The firm delivers advice on an hourly basis without managing client assets or accepting custody, focusing on fundamental analysis and a long-term investment approach tailored to each client’s objectives and risk tolerance.