Bryan Wisda is the President of Almega Wealth Management, a fee-only fiduciary financial planning and investment advisory firm with offices in Arizona, Kentucky, and North Carolina. With more than three decades of experience in financial services, investment management, and financial planning, Bryan helps families coordinate their wealth, taxes, retirement planning, and long-term legacy goals. Bryan has been a CERTIFIED FINANCIAL PLANNER™ professional since 2006 and is also an Enrolled Agent, a NAPFA-Registered Financial Advisor, a Dave Ramsey SmartVestor Pro, and a member of Ed Slott’s Elite IRA Advisor Group. His path into financial services began in high school, when he worked as a bank teller and discovered an early interest in helping people navigate financial decisions. After college, he worked in the insurance industry before being recruited by PaineWebber. His first day as a financial advisor was September 10, 2001. The events of September 11th, and the questions clients asked in the days following, shaped his belief that financial advice is ultimately about helping families make wise decisions in uncertain times. That belief became more personal after Bryan watched inherited wealth create strain within his own extended family. Today, much of his work centers on helping families build multi-generational wealth without allowing money to damage the relationships it was meant to support. Like a well-built bridge, good planning should help one generation cross safely while leaving the next generation on firmer ground. Prior to founding Almega, Bryan held roles with Bank of America, Farmers Insurance, UBS PaineWebber, and Summit Wealth Management. He also served as a Deputy Sheriff and received the Purple Heart after being wounded in the line of duty. Bryan studied Economic Philosophy at the University of Arizona and Financial Planning through Boston University, and he has completed additional coursework in Adult Education through Rio Salado College. He lives in Scottsdale, Arizona, with his wife, Sarah. Their youngest son attends Notre Dame Preparatory, and their oldest son attends High Point University.

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.

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.

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.

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.

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.

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.

Richard Young is the sole advisor at Young Capital Management Inc in Fountain Hills, AZ, holding Series 63 and Series 65 licenses with 32 years of experience in the financial industry. He has been running his independent advisory firm since 1990. Young Capital Management, Inc. serves individual clients, including high-net-worth individuals, corporate pension and profit-sharing plans, small businesses, and institutional clients. The firm primarily focuses on individual equities using both fundamental and technical analysis, alongside mutual funds, ETFs, and fixed income, offering discretionary and non-discretionary portfolio management and financial planning.

Alberto Valtierra Jr. is a financial advisor with Vector Dynamics Wealth Management P.L.L.C. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work history includes roles at J.P. Morgan Securities and Morgan Stanley. Outside of his advisory activities, he is involved in commission-based aviation parts brokerage and real-estate wholesaling. Vector Dynamics Wealth Management serves entrepreneurs, business owners, first-generation high-net-worth individuals, self-employed professionals, US-based clients with cross-border ties, families, and beginning investors. The firm offers comprehensive advisory services with an investment approach emphasizing tactical asset allocation driven by macroeconomic and geopolitical analysis, technical and fundamental research, and options strategies for income and risk management.

Kevin Schaefer is a CFP® professional with 15 years of industry experience currently serving as the sole advisor at Spirit West Advisors, LLC in Scottsdale, AZ. He has been with Spirit West Advisors since 2017 and has operated Spirit West Certified Planning, LLC since 2014, where he is also involved in insurance sales. His prior experience includes Gradient Advisors, LLC and managing land investment entities. Spirit West Advisors, LLC is an independent, fee-based investment adviser providing discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm employs fundamental analysis and modern portfolio theory to construct portfolios and serves an unusually large client base for a solo advisor.

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.

Frank Arias is the principal of F. L. Arias & Associates, LLC in Chandler, AZ, with 14 years of experience in the financial industry. He holds Series 63 and Series 66 licenses and has worked as an independent insurance agent since 2007 and as a wellness coach for United Healthcare since 2011. F. L. Arias & Associates provides non-discretionary investment advice, 401(k) plan consulting, financial planning, and public educational seminars to plan sponsors and individual clients. The firm emphasizes consultative, documentation-driven advice and commonly arranges for third-party money managers to implement client portfolios.

Daniel Anderson is a financial advisor at Rise Financial Group in Gilbert, AZ, holding a Series 65 designation with 10 years of industry experience. He has served as an insurance agent offering life, fixed, and health insurance products through Medicare Rescue since 2013 alongside his advisory work. Rise Financial Group provides financial consulting and retirement-plan advisory services to individual and high-net-worth clients, focusing on hourly advice and facilitating relationships with third-party investment managers rather than acting as a primary asset manager. The firm supports clients with plan setup, document preparation, and ongoing performance monitoring.

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.

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.