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.

Tanner Erickson is a financial advisor at Stride Wealth LLC in Queen Creek, AZ, holding a Series 65 designation. He has one year of experience with Stride Wealth and additional background in consulting and other roles at West Monroe Partners, University of Utah, and several other organizations. Erickson divides his professional time between his advisory role and external employment, as well as maintaining other business ventures. Stride Wealth LLC provides portfolio management and comprehensive financial planning services to individuals, families, trusts, small businesses, and institutional clients. The firm employs a blend of fundamental, quantitative, and qualitative analysis and offers both discretionary and non-discretionary services, integrating custodial reporting and conducting quarterly account reviews.

Addison Taylor is a CFP® and holds a Series 66 license with five years of industry experience. He is the sole advisor at Build Wealth Partners, an independent firm he joined in 2025. His prior experience includes roles at Vanguard and various business ventures including Caldwell County BBQ LLC. Build Wealth Partners serves individuals, high-net-worth clients, and businesses by combining wealth management, financial planning, and business consulting. The firm offers discretionary portfolio management, tax-aware planning, and business-focused services, emphasizing integrated engagements and aligning investment strategies with Modern Portfolio Theory.

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.

Anthony Park is a financial advisor at Panoptic Global Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has been with Panoptic Global Wealth Management since 2011. In addition to his advisory role, he is an independent insurance agent in Arizona. Panoptic Global Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, personal trusts, estates, and retirement plan sponsors. The firm employs a long-term, fundamental analysis-based investment approach, combining pension plan consulting with retail financial planning for non-high-net-worth clients.

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.

Alberto Valtierra Jr. is a financial advisor at Vector Dynamics Wealth Management P.L.L.C. He holds Series 63 and Series 65 designations and has one year of industry experience. His prior work includes roles at J.P. Morgan Securities and Morgan Stanley. Outside of advising, he is involved with a proprietary personal trading entity that trades options. Vector Dynamics Wealth Management serves entrepreneurs, business owners, small businesses, and first-generation high-net-worth clients, focusing on tactical portfolio management and integrated financial planning. The firm combines macroeconomic and technical analysis with tactical asset allocation and options strategies, while providing behavioral coaching and investor education.

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 six years of industry experience. He has worked at Citadel Financial Services and AE Wealth Management, LLC prior to his current role. Goodwin is a licensed insurance agent and principal at Overwatch Financial. Overwatch Management Group is an independent advisory firm serving individuals, high-net-worth clients, and business entities. The firm provides discretionary portfolio management and financial planning services, employing modern portfolio theory and a long-term trading approach to manage a diversified range of investments.

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 the sole advisor at Rise Financial Group in Gilbert, AZ, holding a Series 65 designation with 10 years of industry experience. He has been with Rise Financial Group since 2016 and also operates Medicare Rescue, a health insurance practice. Anderson serves as an insurance agent, dedicating a significant portion of his professional time to life, fixed, and health insurance products. Rise Financial Group provides financial consulting and written financial plans to individuals, high-net-worth clients, and retirement plans. The firm does not manage assets directly but recommends third-party money managers, facilitates onboarding, monitors performance, and supports plan fiduciary services and participant education.

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.

Nathan Bowles is a financial advisor at Blueprint Wealth Group in Chandler, AZ, holding Series 63 and Series 66 licenses with four years of industry experience. Before founding Blueprint Wealth Group in 2026, he worked at Raymond James & Associates and other firms in various advisory and consulting roles. He is also the owner of Marley Exchange Holdings Inc., where he oversees asset administration. Blueprint Wealth Group serves business owners, entrepreneurs, and high-complexity individuals with comprehensive financial planning, investment advisory, and portfolio management services. The firm employs a planning-first, goals-based approach combining fundamental and technical methods supported by modern portfolio theory and offers flexible engagement models including subscription-based and hourly planning.

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.

Rodney Mckinnis is a financial advisor with MACC IV Group in Chandler, AZ, holding Series 63 and Series 66 designations and 21 years of industry experience. He has led MACC IV Group since 2005 and is also the managing partner of The McKinnis Consulting Group, a non-financial firm specializing in improving sales results. Additionally, he is the author of the book *Sales Is Simple: From Luck to Leverage*. MACC IV Group is an independent, owner-operated wealth management firm serving individuals and trusts with discretionary portfolio management, retirement planning, and investment planning. The firm emphasizes strategic asset allocation primarily through mutual funds, offers support for employer-qualified retirement plans, and facilitates estate planning via a third-party platform with attorney consultations.

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.

Ryan Sublette is a financial advisor at Path Wealth Management, LLC in Chandler, Arizona, holding a Series 65 license with 10 years of industry experience. He has worked at Path Wealth Management since 2018 and concurrently manages an independent insurance agency, Sublette Financial & Insurance Services LLC. Prior to this, he held roles at The Money Source Insurance and Nova Insurance. Path Wealth Management provides customized portfolio management services to individual investors, trusts, estates, retirement accounts, high-net-worth clients, and business entities. The firm focuses on long-term planning, diversified asset allocation, and combines fundamental and technical analysis using a variety of investment strategies and security types.