Don Larson is a CFP® with 19 years of experience in the financial advisory industry. He is the founder of Larson Wealth Management, LLC, where he has worked since 2011. Outside of his advisory practice, Larson owns and manages a bookkeeping and tax preparation business and serves as secretary and treasurer of a private company. Larson Wealth Management provides investment supervisory and consulting services to a diverse client base, including high-net-worth individuals, family offices, and institutional clients such as pension and profit-sharing plans. The firm employs customized strategic asset allocation using mutual funds and ETFs and combines fundamental and technical analysis with regular portfolio reviews.

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.

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.

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.

Kent Stewart is a financial advisor with Dyad Financial Group in Mesa, Arizona, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. He has operated Dyad Financial Group since 2014 and owns Insurance Professionals of Arizona, an insurance business offering personal and commercial lines. Stewart is also an investor in Diamond Wholesalers LLC, a currently non-operational entity. Dyad Financial Group is a state-registered advisory firm providing discretionary portfolio management primarily for individuals and families. The firm employs a combination of fundamental and technical analysis across various investment strategies and maintains a hybrid model through its affiliation with insurance services.

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.

Kevin Goodwin is a financial advisor at Overwatch Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AE Wealth Management, Citadel Financial Services, and Overwatch Management Group. In addition to his advisory role, he is a licensed insurance agent and principal at Overwatch Financial. Overwatch Management Group LLC provides discretionary portfolio management and financial planning services to individual and business clients, focusing on retirement, tax, and estate planning. The firm employs a long-term investment approach based on modern portfolio theory and offers ongoing monitoring and quarterly reporting.

Daniel Anderson is a financial advisor at Rise Financial Group in Gilbert, AZ, holding a Series 65 license with nine years of industry experience. He has worked at Rise Financial Group since 2016 and previously at First Guaranty Financial from 2010 to 2016. Anderson is also active as a licensed insurance agent, primarily focusing on life and fixed insurance products. Rise Financial Group provides fee-based financial planning and acts as an intermediary for investment management services to individuals and high-net-worth clients. The firm refers clients to third-party managers, assisting with onboarding, paperwork, and ongoing communications, while offering financial planning and consulting on a fixed-fee or hourly basis.

Undrea Smith is a financial advisor at East Valley Wealth LLC in Gilbert, AZ, holding a Series 65 designation with four years of industry experience. She is also the owner of East Valley Retirement, where she provides retirement and insurance solutions. East Valley Wealth LLC offers discretionary investment management, financial planning, and retirement plan services to individuals and families. The firm manages a small client base using a combination of equities, fixed income, mutual funds, ETFs, and third-party model portfolios, supplemented by risk-tolerance assessments and educational seminars.

James Harper is a CFP® and ChFC® with 14 years of industry experience. He is the principal of Harper Wealth Management LLC, a firm he founded after working at several financial services and wealth management companies. Outside of his advisory work, he is a partner in A-10 Transport, a FedEx contractor business. Harper Wealth Management LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of cyclical analysis and modern portfolio theory, incorporating both long- and short-term trading strategies, and uniquely offers oversight of third-party managers alongside direct asset management.

Richard Fenger is a CFP® and Series 63 licensed advisor with 28 years of industry experience. He is the owner and principal of Fenger Financial, PLLC in Mesa, AZ, where he has provided investment advisory, accounting, and tax preparation services since 2012. His prior experience includes roles at HD Vest Insurance Agency and Avantax Investment Services. In addition to his advisory work, Fenger operates as an independent insurance agent offering non-variable insurance products. Fenger Financial provides discretionary investment management, financial planning, and small-business retirement plan services to individuals, pension plans, trusts, estates, and business entities. The firm combines active management with strategic asset allocation using mutual funds, ETFs, equities, and bonds, supported by fundamental, technical, and cyclical analysis. It also offers integrated accounting and tax preparation services alongside investment advice, serving a mix of individual and corporate clients.

Ian Rodgers is a CFP® professional with 21 years of experience in financial advising. He currently leads Four Peaks Planning and Investments LLC, an independent advisory firm he founded in 2019. Prior to that, he worked at Merrill Lynch from 2014 to 2019. Rodgers serves on the Board of Directors and chairs the Investment Committee for the Goodwill of Central and Northern Arizona, where he oversees the selection and monitoring of outside investment managers. Four Peaks Planning and Investments LLC manages approximately $55 million for nearly 150 clients, offering personalized portfolio management and financial planning. The firm uses fundamental analysis and modern portfolio theory to guide investment decisions and provides public educational seminars at no cost.

Michael Tarascio is a CFP® with four years of industry experience, currently serving as the sole advisor at Tarascio Financial Planning, LLC in Mesa, AZ. Prior to founding his firm, he worked at JPMorgan Chase bank for eight years. Tarascio Financial Planning, LLC provides investment management and financial planning services to individuals, corporations, and employer-sponsored retirement plans. The firm emphasizes passive investment strategies using index funds and ETFs, alongside corporate retirement plan consulting and employee financial wellness programs.

Robert Siddoway is a CFP® with 14 years of industry experience, currently serving as the sole advisor at Tetrant Financial in Queen Creek, AZ. His prior experience includes a role at Dana & Associates and involvement with Tetrant Legal and Tetrant LLC, through which he manages estate planning, insurance brokering, and philanthropic consulting activities. Tetrant Financial provides investment portfolio management and modular personal financial planning for individuals, high-net-worth families, trusts, foundations, and corporate clients. The firm combines quantitative, technical, and fundamental analysis with tactical cash management and risk management, integrating investment advice with estate-planning and insurance services through affiliated businesses.

Raymond Kelsey is a financial advisor at Finco Investment Services, Inc. in Gilbert, AZ, holding a Series 65 designation with 20 years of industry experience. He has been with Finco since 2012. Finco Investment Services, Inc. serves individuals, trusts, estates, charitable organizations, corporations, and other business entities, providing discretionary portfolio management along with financial consulting and planning services. The firm employs a proprietary screening process combining fundamental and technical analysis to tailor investment allocations based on client risk tolerance and time horizon.

David Gerszewski is the principal advisor at Vivere Wealth Management LLC with 8 years of industry experience. He holds Series 63 and Series 65 licenses and also practices estate-planning law through Citadel Law Firm PLLC. In addition to his financial advisory work, Gerszewski is a licensed insurance agent. Vivere Wealth Management provides financial planning and investment advisory services primarily for individuals, couples, trusts, and estates. The firm utilizes a Modern Portfolio Theory framework, investing in diversified, low-cost mutual funds and ETFs, while also offering discretionary management that includes rebalancing and tax-loss harvesting.

Ryan Larson is a financial advisor with FirstLine Financial LLC in Gilbert, AZ, holding a Series 66 designation and 13 years of industry experience. He has worked at FirstLine Financial and related entities since 2015 and previously at Kalos Management, Inc. Larson also owns Strkn LLC, a business focused on designing and fabricating custom machined parts. Additionally, he is employed part-time as an engineer with the City of Phoenix. FirstLine Financial LLC provides discretionary asset management and financial planning services primarily to individual clients, emphasizing portfolio design aligned with clients’ goals, time horizons, and risk tolerances. The firm manages accounts on a discretionary basis, may engage sub-advisors, and offers ongoing portfolio monitoring along with retirement, tax, and estate planning.

Gregory Viechnicki is the principal of Viechnicki Wealth Management, LLC, an independent advisory firm based in Scottsdale, AZ. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, including prior work at Berthel Fisher & Company Financial Services, Inc. Outside of advisory work, he has been involved as a sales representative for bathroom remodels with Dreamstyle Remodeling. Viechnicki Wealth Management, LLC serves individual and high-net-worth clients with non-discretionary portfolio management, offering investment advice across various securities and assisting in selecting third-party money managers. The firm’s process integrates fundamental and technical analysis with modern portfolio theory, implementing decisions in consultation with clients rather than through discretionary trading.

Janel Durfee is a financial advisor at Wealth Resource Investment Advisors LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Tribeca Financial, LLC. Durfee is also a licensed insurance agent and manages Turnkey Management LLC, a family office. Wealth Resource Investment Advisors LLC provides portfolio management services primarily to high-net-worth individuals and charitable organizations, offering customized investment strategies across a broad range of asset classes including private placements and venture capital funds. The firm employs a variety of analytical methods and trading strategies tailored to client objectives and risk tolerances.

Uncommon for most financial professionals, my background spans psychology, teaching, puzzles, and gymnastics. All of which has helped me become the woman and financial advisor I am today. Having started life in the state of Washington, I moved to Arizona for college. After several years, I found my understanding of individual behavior was well suited to helping people learn about finances. Once I saw first-hand how life changing the results of good financial planning can be for a person, it was like I was struck by lightning. There could be nothing else I would be satisfied doing professionally – being a financial advisor was my calling. As a CERTIFIED FINANCIAL PLANNER™ professional, my passion is helping couples and career-focused individuals who are building wealth and maintaining careers while balancing multiple goals to work toward financial success. I’m a strong advocate of empowering people about money; my mission is to help you overcome the unique challenges you may face to help you successfully achieve financial security and peace of mind so you can focus on what’s important to you. I received my undergraduate degree in Finance from Arizona State University W.P. Carey School of Business. Originally from Shoreline Washington, I’ve called the Valley of the Sun home since 2001.