Hi, I’m Ekenna Anya-Gafu, CFP, AAMS, AIF and the founder of Pacific Canyon Investments. I started this firm because growing up, I saw too many people make the wrong financial decisions, not because they didn’t care, but because no one ever showed them how. I decided to change that. After years in the industry helping build a firm from $200K to over $483M in assets, I launched PCI to bring honest, strategic, and empowering financial guidance to people from all walks of life. Whether you’re managing an IPO, a new or experienced healthcare worker, or want a better plan, I’m here to help.

Andrew Rafal is a financial advisor at Bayntree Wealth Advisors, LLC with 15 years of industry experience. He holds a Series 65 designation and has previously worked at Strategy Financial Services and Redwood Investment Management, LLC. Rafal is also involved as a member or manager in several holding companies. Bayntree Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations by providing discretionary and non-discretionary investment management, retirement plan consulting, and comprehensive financial planning. The firm emphasizes long-term total return while limiting downside risk and employs a selective approach to third-party manager delegation.

Don Larson is a CFP® with 20 years of experience in the financial advisory industry and has operated Larson Wealth Management, LLC since 2011. He holds Series 63, 65, and 66 licenses and also manages Larson Business & Tax Solutions, providing bookkeeping and tax preparation services. Additionally, Larson serves as secretary and treasurer for AEM International (US) Ltd. Larson Wealth Management offers investment supervisory and consulting services to individual and institutional clients, including high-net-worth individuals, family offices, and employee benefit plans. The firm employs customized strategic asset allocation with a combination of fundamental and technical analysis, managing portfolios primarily through mutual funds and ETFs across multiple asset classes.

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.

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.

Jeffrey Lumin is a CFA® charterholder and the sole advisor at Transcend Advisor, Inc. He has nine years of experience at Transcend and five years as a self-employed professional prior to that. The firm provides discretionary investment management, financial planning, and consulting services to a range of clients including individuals, high net worth clients, family trusts, and charitable organizations. Transcend follows a long-term, value-oriented investment approach based on classic securities valuation principles, emphasizing dividend-yielding assets and diversified portfolios across multiple asset classes.

Addison Taylor is a CFP® with four years of industry experience, currently serving as the sole advisor at Build Wealth Partners in Gilbert, AZ. Previously, Addison worked at Vanguard and has held various roles in business and community organizations, including a position at Tempe Community Action Agency Inc and involvement with Caldwell County BBQ LLC. Build Wealth Partners provides integrated wealth management and business consulting to individuals, high-net-worth clients, and businesses. The firm offers comprehensive financial planning and investment management, employing a combination of passive and active investment vehicles guided by modern portfolio principles.

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.

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.

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.

Zakriah Gardezy is a CFP® with nine years of industry experience, currently serving as the sole advisor at Wealthstone Private Wealth Management, LLC. He previously worked at Morgan Stanley and Wells Fargo in various capacities between 2016 and 2024. Wealthstone Private Wealth Management provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, corporations, and employer-sponsored retirement plans. The firm uses a comprehensive investment approach that includes fundamental, technical, quantitative, and sector analysis, and it offers a monthly subscription service aimed at young professionals and DIY investors.

I’m Beau Kemp, founder of Bugle Valley Retirement Income Planning. My career has been focused on helping people make thoughtful financial decisions, and I’ve developed a particular passion for helping clients navigate the transition from saving for retirement to actually living from their wealth. I believe retirement planning should be about more than simply determining whether you have “enough.” It should give you confidence in where you are, where you’re going, and how your financial decisions work together. Bugle Valley is a fee-only, flat-fee financial planning firm focused exclusively on retirement. I primarily work with people who are approaching or entering retirement and want a comprehensive plan for turning their assets into sustainable income. We look at the big picture, including investment strategy, taxes, Social Security, Medicare, withdrawal strategies, risk, and legacy considerations, to help clients make informed decisions throughout retirement. Outside of financial planning, I enjoy spending time outdoors, staying active, and most importantly, spending time with my family. Those experiences have shaped how I think about retirement planning: money is a tool that should ultimately support the life you want to live. My goal is to help clients navigate that transition with a clear plan and confidence in the path ahead.

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.

Charles Hirlinger is a financial advisor with Covenant Financial Advisors, LLC in Phoenix, AZ, holding the PFS™ and Series 66 designations and bringing 25 years of industry experience. He has worked with multiple firms including Cambridge Investment Research and operates his own CPA practice, Charles Hirlinger Company, PC, which provides tax consultation and accounting services. Covenant Financial Advisors offers investment management, financial planning, and retirement plan services to individuals, trusts, and business entities. The firm integrates investment advice with affiliated accounting and tax-preparation services, utilizing a balanced ETF-based approach and providing specialized ERISA retirement-plan advisory and consulting services.

Dylan Huff is a financial advisor with Finest Edge Financial LLC in Scottsdale, AZ. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he worked at Anthem Strategist and Equitable Advisors. Outside of his 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’s investment strategies are based on fundamental analysis and include a distinctive service of limited-scope ERISA 3(21) plan advisory arrangements.

Austin Roncancio is a Series 65-licensed financial advisor with nine years of industry experience. He has worked at Synchravest LLC since 2026, following nine years at Quantumvest Inc. and five years at Fresh Air LP. Outside of his advisory work, Roncancio holds ownership interests in an HVAC company and an automotive business. Synchravest LLC is a newly registered investment adviser that offers discretionary asset management and custodial account supervision primarily for individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis across various investment strategies, with accounts tailored to client objectives and risk tolerance.

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.

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.

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.