Cornelius Van Zutphen Jr. is a CFP® with 26 years of experience in the financial services industry. He has been with Intrinsic Wealth Counsel, Inc. since 2012. The firm provides integrated financial planning and portfolio management to individuals, trusts, estates, and other entities. Intrinsic Wealth Counsel manages approximately $287 million in assets and emphasizes a value-oriented, diversified, and tax-aware investment approach tailored to clients’ life plans.

Dawn Jurkovich is a CFP® and Series 66-registered financial advisor with 19 years of industry experience. She has been with Relevé Financial Group since 2016 and previously worked at Northrock Partners, LLC. Outside of her advisory role, she is the owner and founder of dawn.dahlby.com, a financial coaching and empowerment platform for women. Relevé Financial Group manages approximately $255.6 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning, consulting, and portfolio management, employing a range of investment strategies and operating both traditional managed accounts and a proprietary subscription-based advisory platform.

Jaden Gallion is a financial advisor at First Down Financial in Scottsdale, AZ, holding a Series 65 designation. He has three years of industry experience, with prior roles at Allied Elite Financial, West Coast Financial, Mt. Spokane, and RW Gallion Inc. First Down Financial provides model-based investment management, financial planning, and qualified plan services primarily to high-net-worth individuals and institutional retirement clients. The firm employs a passive, asset-class investment approach grounded in Modern Portfolio Theory and the Fama-French three-factor framework, with discretionary management across multiple model mandates.

I'm a Phoenix native and spent years working for large wealth management firms. I have a strong commitment to lifetime learning, the heart of a teacher, and I'm obsessed with finances. I received my Bachelor of Science degree in Business Administration from the Graziadio Business School at Pepperdine University, and my Master of Business Administration with Finance Emphasis from Grand Canyon University. I'm a CFA® charterholder, a CFP® professional, and an Enrolled Agent with the IRS. I have over 10 years of experience helping clients do the following: • Build a Smarter Retirement • Tax Plan • Invest Wisely • See to Their Family's Future Near retirement and recently retired investors have a lot to deal with when it comes to things like ACA credits, IRMAA cliffs, tax efficient asset location and unwinding of future tax bombs. Together we'll focus on an income strategy that makes the most sense, and works to align your current and future needs in the most tax efficient way we can. And while I love helping everyone, I'm the best fit for the following folks: • Retired • Near Retirement • Transitioning Jobs or Career • Busy Professionals with Families When I'm not helping clients create their ideal plan, I'm out on an adventure with my wife and our 3 boys, chasing down the perfect craft barbecue, enjoying a weekend of football, or reading a good old fashioned book. Schedule a call, I would love to get to know you and learn how I can help you on your financial journey!

Carson Kunkle is a CFP® and ChFC® affiliated with Harding Wealth, Inc. in Tempe, AZ, with three years of industry experience. Prior to joining Harding Wealth, he worked at J.M. Arbour Wealth Management and The Vanguard Group. Harding Wealth serves individual and high-net-worth clients with discretionary portfolio management and financial planning, emphasizing tailored investment policy statements and ongoing portfolio monitoring. The firm employs a blend of long- and short-term trading strategies, including options and derivatives, and manages all client assets in-house.

Michael Frost is a financial advisor at Heritage Family Offices, LLP with 18 years of industry experience. He holds a Series 66 designation and has worked at several firms including Merrill and Wells Fargo Investments. Outside of advisory roles, he owns an insurance agency and serves as co-owner and CIO of Captivated Financial Group. Heritage Family Offices, LLP provides discretionary wealth management and family office services to high-net-worth individuals, trusts, estates, and charities, managing approximately $423 million in assets. The firm offers tailored investment programs and comprehensive services including estate planning, tax preparation, and coordination with clients’ professional advisors.

Michele McCabe is a financial advisor at Vestpointe Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Joseph I. McCabe III CPA, P.C. since 2004, providing administrative and bookkeeping services. In addition, she owns and operates MIII Consulting, offering bookkeeping services to clients outside the investment field. Vestpointe Wealth Management serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm provides wealth management, financial planning, ERISA plan consulting, trust administration, and bill-paying services, employing a combination of top-down macro, fundamental, and technical analysis alongside tactical strategies and model portfolios.

Charles Walling is a financial advisor with RBG Capital LLC, holding a Series 66 designation and 12 years of industry experience. His work history includes roles at Morgan Stanley and Triad Advisors, Inc., and he has been with RBG Capital since 2016. Outside of his advisory role, he is a member of WC Pets LLC. RBG Capital provides asset management, financial planning, retirement plan advisory, and merger-and-acquisition support to individuals, high-net-worth clients, small businesses, pension and profit-sharing plans, and charitable organizations. The firm employs fundamental and technical analysis and modern portfolio theory across various strategies and offers retirement plan consulting as a 3(21) fiduciary, third-party manager selection, and M&A advisory services.

John Henderson is a CFP®-certified financial advisor with five years of industry experience. He is currently affiliated with Public Safety Financial/Galloway and has previously worked at firms including Modern Wealth Management, LLC, LPL Financial, and Charles Schwab & Co., Inc. Outside of his advisory role, he is involved in selling fixed and fixed indexed annuities through a related insurance business. Public Safety Financial/Galloway is an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual clients. The firm offers discretionary portfolio management based on model portfolios and third-party research, with a particular focus on financial education and advisory services for public safety personnel and municipal plans.

William Lyall is a Series 65 licensed financial advisor with nine years of industry experience, currently associated with Public Safety Financial/Galloway. Prior to his advisory career, he served for 32 years with the City of Tempe Fire Department. He is also Vice Chairman of the United Arizona Firefighters Healthcare Trust, where he serves as a voting board member. Public Safety Financial/Galloway is an SEC-registered firm specializing in serving public-sector entities, municipal defined contribution plans, and individual clients. The firm provides discretionary portfolio management through model portfolios tailored to clients’ objectives and risk tolerance, with a focus on public safety personnel and municipal plans.

Jayson Moss is a CFA® charterholder based in Scottsdale, AZ, with five years of industry experience. He has held roles at Evolve Wealth Advisors, LP since 2021 and has also been involved with Moss Capital Corporation and Evolve Investment Holdings LLC. Outside of his advisory work, he serves as a board member of Chestnut Creek Capital Corp., an agricultural services company in Alberta, Canada, and provides corporate consulting related to investor relations and capital markets. Evolve Wealth Advisors, LP offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and corporate clients. The firm supports other registered investment advisers with financial planning and cross-border services, utilizing fundamental analysis, modern portfolio theory, and quantitative methods in its investment approach.

Daniela Jones is a CFP® and CFA® with 13 years of industry experience. She has worked at Intrinsic Wealth Counsel, Inc. since 2018 and previously spent 12 years at Barnes Investment Advisory, Inc. Intrinsic Wealth Counsel provides integrated financial planning and portfolio management to individuals, trusts, estates, and other entities. The firm follows a value-oriented, diversified, and tax-aware investment approach tailored to clients’ life plans, primarily using mutual funds, ETFs, and select individual securities.

Caleb Bell is a financial advisor at Life Wise Planning Group LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Vanguard Marketing Corporation and TriGuard Management LLC. Life Wise Planning Group LLC provides discretionary asset management, ERISA plan advisory services, and financial planning for individuals, business entities, and retirement plans, managing approximately $52 million in assets. The firm employs fundamental, technical, and cyclical analysis and offers an actively managed Tactical Sector Rotation strategy, along with various planning services ranging from comprehensive accumulation plans to Social Security maximization.

About Trent White, CFP®, JD, LLM A little background on my journey to becoming a financial advisor. From a young age, I developed a profound interest in managing finances. I started investing in stocks when I was 12 years old using the modest income I earned from delivering newspapers. After I delivered those papers I often read the business, sports, and humor sections, which fueled my growing curiosity about investing. My father and grandfather played instrumental roles in expanding my knowledge of stocks, bonds, ETFs, options, and more. My late mother also played a pivotal role, instilling in me invaluable money skills and principles like saving for college and embracing charitable giving. Even before I could drive, she inspired me to launch my first business—lawn aeration! This fueled my entrepreneurial spirit and taught me the value of the dollar. I've always been fascinated by the power of compounding growth and how money can do good in the world. It's not just about making life more enjoyable by saving for fantastic trips (I love to travel!), but about using money as a force for positive change. That's why, while studying Financial Economics in college, I made up my mind to become a financial planner and help others manage their money wisely. During and after my formal education, I seized valuable opportunities to expand my knowledge and expertise. I actively sought out practical experiences, both as a volunteer and as a paid income tax preparer. Additionally, I delved into life insurance, initially as a captive agent and later as an independent one. These experiences provided valuable insights into different aspects of financial planning.. Eager to broaden my knowledge further, I pursued a law degree at BYU, passed the bar exam, and obtained esteemed credentials such as the CERTIFIED FINANCIAL PLANNER™ (CFP) designation and other securities licenses. I later completed a post-law degree from Georgetown, a Tax LL.M. (Master of Laws in Taxation) with a Certificate in Estate Planning. For more than a decade now, I've been working with high-net-worth and ultra-high-net-worth individuals, helping them navigate investments and plan for their financial future. Most recently, I managed a book exceeding $1 billion in assets under management for approximately 150 ultra-high-net-worth households that were part of Vanguard’s Personal Advisor Services. Guided by a wealth of experience and knowledge, I am eager to utilize my skills to help you achieve your goals!

William Mullenmeister is a financial advisor with Pogson & Matt Wealth Management Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Pogson & Matt Wealth Management Group since 2010. Pogson & Matt Wealth Management Group provides fee-only investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical asset allocation strategy focused on managing downside risk and pursuing performance, utilizing mutual funds, ETFs, individual equities, and tailored portfolio monitoring.

Caryn Smith is a CFP® with seven years of industry experience, currently serving as an advisor at Sovereign Financial Group, Inc. She previously worked at Mercer Global Advisors Inc., Rowland Carmichael Advisors Inc., and Northern Trust Company. Outside of financial advising, she was involved with Red Rock Recreation LLC for seven years. Sovereign Financial Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm emphasizes long-term investment strategies using low-cost mutual funds and ETFs, while also incorporating tactical reallocations and alternative investments through independent managers and proprietary funds.

He Ma is a financial advisor at CSP Financial Group LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked in roles at firms including GoHealth, UnitedHealthcare, and JM Capital Group LLC. Outside of his advisory work, he is training as an AutoCAD designer for Grantham Designing. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring based on Modern Portfolio Theory and employs third-party managers such as Matson Money to implement model allocations.

Andrew Majd is a financial advisor at Dew Wealth Management in Scottsdale, AZ, holding a Series 65 designation with six years of industry experience. Before joining Dew Wealth Management in 2020, he worked at Optima Capital Management and Bank of America Merrill Lynch. His experience also includes a role at Nicks Menswear. Dew Wealth Management serves individuals and high-net-worth clients, including business owners and charitable organizations, providing a range of wealth services from family office assessments to investment management and retirement plan consulting. The firm integrates financial planning with investment oversight and coordination of outside professionals, offering both discretionary and non-discretionary management while utilizing independent managers and private investment opportunities.

Kevin Shorts is a financial advisor at Tribeca Financial, LLC in Gilbert, AZ, holding a Series 65 license with 17 years of industry experience. He has been with Tribeca Financial since 2008. Outside of his advisory role, Shorts is an independent insurance agent and manages Shorts Financial Services, LLC. Tribeca Financial provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, and charitable entities. The firm uses a structured, market-rate oriented approach focused on passive, globally diversified portfolios aimed at long-term growth.

Christy Pater Schmitt is a financial advisor at Fortitude Family Office in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 41 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Bridgelight Capital, and Wedbush Securities Inc. since 2009. Fortitude Family Office primarily serves high-net-worth individuals, families, and related entities, providing investment management, comprehensive wealth planning, and family office services. The firm combines traditional family office operations with a private fund sponsor role, managing both liquid and illiquid investments across varied asset classes.