Ronald Lang is a financial advisor at Atlas Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Atlas Wealth Management since 2012. In addition to his advisory role, he is involved with MajesticTrader.com LLC, a business he has been part of since 2010. Atlas Wealth Management primarily serves individual clients, including many high-net-worth households, as well as pension and retirement-plan sponsors. The firm offers portfolio management, financial planning, and ERISA retirement-plan advisory services, using fundamental and technical analysis to tailor portfolios to clients’ financial situations and risk tolerance.

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.

Joel Karpinski is the principal of Karpinski Financial, LLC in Scottsdale, AZ, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Purshe Kaplan Sterling Investments from 2012 to 2016. Karpinski Financial, LLC provides fee-for-service financial planning and investment management to individuals, businesses, and trusts, serving mainly mainstream individual households along with some high-net-worth or accredited clients. The firm offers both Strategic Asset Management and Active Management programs, tailoring portfolios across various asset classes and managing accounts on a discretionary or non-discretionary basis.

Sam De Green is the principal advisor at DeGreen Private Wealth, LLC in Scottsdale, AZ, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Allworth Financial, L.P. and DeGreen Capital Management, LLC. Before entering the financial industry, he worked at Berklee College of Music for four years. DeGreen Private Wealth provides investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm offers tailored portfolios using a range of securities and employs diverse analytic methods, including fundamental and quantitative analysis, along with corporate planning services and oversight of third-party managers.

Katrina Lessard is a CFP®-certified financial advisor with 24 years of industry experience. She is the sole advisor at Lessard Wealth Management, an independent registered investment adviser based in Scottsdale, AZ. Prior to founding her firm, Lessard has been affiliated with LPL Financial since 2015. In addition to her advisory work, she conducts financial education seminars and serves as a notary for client documents. Lessard Wealth Management provides financial planning, consulting, and discretionary portfolio management services primarily to high-net-worth individuals and their families. The firm employs a value-oriented, long-term investment approach combining fundamental and technical analysis, with customized advice delivered through modular written plans or ongoing portfolio management.

Richard Young is the sole advisor at Young Capital Management Inc in Fountain Hills, AZ, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Young Capital Management since 1990, operating as a sole proprietor engaged in financial advisory services. Young Capital Management provides investment management and incidental financial planning to individuals, high-net-worth clients, corporate pension plans, and small businesses. The firm emphasizes individual equities along with mutual funds, bonds, options, and real estate, and is notable for its affiliated real estate brokerage, Ironwood Realty, LLC, through which it offers assistance with real estate transactions.

Patricia Druckman is a financial advisor at Envision Capital Management Ltd with 19 years of industry experience. She holds the ChFC® designation and securities licenses Series 63 and 65. Druckman has been with Envision Capital Management since 2005 and is also a licensed insurance agent providing life and disability insurance services. Envision Capital Management Ltd offers discretionary portfolio management and consulting services to individual and high-net-worth clients, including pension and 401(k) plan consulting. The firm uses a buy-and-hold, dividend-reinvestment investment approach informed by fundamental analysis and manages both separately managed accounts and a private pooled investment vehicle, Talisman Partners LLC.

Noel Enokian is a financial advisor at EP Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Amrock, LLC and Renuance Cosmetic Surgery Center. Enokian is also licensed as an insurance agent and dedicates a portion of his time to selling various insurance products. EP Wealth Management LLC provides discretionary investment management and advisory services to individuals and high-net-worth clients. The firm customizes portfolios based on client objectives and risk tolerances, utilizing strategies such as asset allocation, dollar-cost averaging, and technical analysis, and may engage unaffiliated sub-advisors to manage certain accounts.

David Fernandez is a Certified Financial Planner™ (CFP®) with 26 years of experience in the financial advisory industry. He has been the principal advisor at Wealth Engineering, LLC since 2003. The firm is a fee-only investment management and financial planning practice serving individuals, families, retirement plans, trusts, and estates. Wealth Engineering emphasizes macroeconomic fundamental analysis and strategic asset allocation, utilizing broad-based index and passively managed funds with tax-aware management techniques.

Hi, I’m Dale L Shafer II, founder of Life Moves Wealth Management, an independent, fee-only wealth and exit planning advisor for business owners and professionals located in Scottsdale, Arizona, serving clients in multiple states. I am proud to hold professional designations, including the CERTIFIED FINANCIAL PLANNER (CFP®), Certified Business Exit Consultant (CBEC®), Accredited Portfolio Management Advisor (APMA®), and Certified Divorce Financial Analyst (CDFA®). Out of the office, I am most likely found exploring outdoors, hiking, road cycling, and camping. You might also see me rocking out behind a drum kit or a guitar. I enjoy reading books on finance and leadership, and collecting deadpan “dad jokes” to try out on our kids. They’re big fans.

Joel Bonnema is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of industry experience. He has been the sole advisor at Bonnema Wealth Management LLC since 2015, operating as an independent firm in Scottsdale, AZ. Bonnema Wealth Management provides discretionary investment management, written financial planning, and retirement-plan advisory services to high-net-worth individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm specializes in broadly diversified, asset-class portfolios based on Modern Portfolio Theory and factor research, with a focus on passive investment vehicles and the use of Dimensional Fund Advisors funds.

Randolph Reinwasser is the sole advisor at Solitude Canyon Investment Advisors, LLC, holding a Series 65 designation with 17 years of industry experience. He has led the firm since 2009. Solitude Canyon Investment Advisors provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, businesses, nonprofits, and qualified retirement plans. The firm emphasizes customized portfolios based on written Investment Policy Statements and a disciplined asset-allocation process, serving both individual and institutional clients, including insurance company accounts and pension or profit-sharing plans.

Pamela More is a financial advisor at Six Sigma Wealth Advisors, LLC in Scottsdale, AZ, with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Liberty Partners Financial Services, Verus Capital Partners, and Securities America. Outside of financial advising, she owns a dog sitting and walking business called Peanut's Place. Six Sigma Wealth Advisors provides fee-based investment management, financial planning, and consulting services to individuals, trusts, pension plans, charitable organizations, and estates. The firm uses a tactical asset allocation process emphasizing risk management and offers a range of fee arrangements alongside educational seminars and insurance-product services.

Susan Linkous is the principal advisor at The Linkous Group, Ltd., an independent firm based in Fountain Hills, AZ. She holds Series 63 and Series 66 licenses and has 28 years of industry experience. Prior to founding The Linkous Group in 2004, she worked at Linsco/Private Ledger. Linkous also serves as a notary public, offering this service pro bono to her clients. The Linkous Group, Ltd. primarily serves individual and high-net-worth clients, providing asset management, financial planning, retirement and employee benefits consulting, and portfolio monitoring. The firm emphasizes individualized, client-approved portfolio solutions, often favoring passive asset-class exposures and DFA mutual funds, and operates predominantly on a non-discretionary basis.

Sean Babin is a CFP® professional with nine years of experience in financial advising. He is the principal of Babin Wealth Management, an independent firm he founded in 2024. Prior to establishing his firm, he worked at Edward Jones, Matson Money Inc, and Charles Schwab & Co Inc. Outside of finance, he was involved with Gwin Wine and Beer LLC, a business he co-owned from 2016 to 2020. Babin Wealth Management is a fee-only adviser serving individuals and businesses, managing approximately $28 million for about 105 clients. The firm’s investment approach integrates asset allocation and Modern Portfolio Theory, combining passive and active strategies with fundamental analysis to tailor portfolios according to client goals and risk tolerance.

Anton Janik, Sr. is a financial advisor at Trident Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Trident Wealth Management since 2006. Trident Wealth Management is a fee-only registered investment adviser serving individuals, trusts, corporations, pension plans, endowments, foundations, charitable organizations, and Arizona-licensed fiduciaries. The firm offers customized portfolio management and investment advice, emphasizing management of accounts for severely disabled individuals through court-appointed fiduciaries and employing a tailored investment process with regular client communications and performance reporting.

Steven Jurich is a financial advisor with Think Wealth Advisory, LLC in Scottsdale, AZ, holding a Series 65 credential and 16 years of industry experience. He has been associated with IQ Wealth Advisory and related entities since 2009. Outside of advisory work, Mr. Jurich produces a daily radio show focused on retirement issues, for which he writes and edits all content, and he is also an author contributing to public forums including Kiplinger.com. Think Wealth Advisory provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm utilizes third-party money managers and solicitor relationships, with a focus on clients’ objectives and risk tolerances, while also offering insurance and annuity services through an affiliated entity.

Roger Bracken is a financial advisor with Pinnacle Peak Wealth Management in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. He has previously worked at Pogson & Matt Wealth Management Group and Mgb Group LLC. Since 2016, he has also been involved with Dynamic Wealth Advisors, Inc., dedicating up to half of his monthly time to activities there during client account transitions. Pinnacle Peak Wealth Management is an independent, single-advisor firm serving individuals and high-net-worth clients with financial planning and portfolio management. The firm utilizes Modern Portfolio Theory combined with fundamental analysis and offers comprehensive, customized plans alongside discretionary investment management.

William Luhrs is a financial advisor at Mount Financial Freedom with seven years of industry experience. He holds a Series 65 designation and previously worked at Prism Investment Management, Life Options AZ, and ABB. In addition to his advisory role, Luhrs serves as president and consultant at Executive Scorecard Partners, a quality consulting firm. Mount Financial Freedom is an independent, single-advisor firm serving individuals and small business owners with comprehensive financial planning, portfolio management, and investment advice. The firm emphasizes an investment philosophy based on the Efficient Market Hypothesis, focusing on asset allocation, diversification, and low-cost passive vehicles, and offers educational workshops on retirement, estate planning, and college funding.

Gregg Tushaus is a financial advisor at Big Cedar Investment Advisors with 10 years of industry experience. He holds a Series 65 designation and has served in executive management roles outside of finance, including Chief Technology and Strategy Officer at Corporate Central Credit Union and President of Emergifi, LLC. Big Cedar Investment Advisors provides portfolio management and financial planning to individuals, accredited investors, family offices, and non-profit organizations. The firm uses a combination of fundamental and technical analysis within a modern portfolio theory framework and manages discretionary accounts with a focus on institutional-type clients.