Annette Bau is a CFP® professional with over 23 years of industry experience. She is the principal of Estate & Retirement Strategies LLC, an independent advisory firm she has led since 1996. She also operates MillionaireSeries.com, an education and certification platform offering workshops and publications related to financial freedom and self-improvement. Estate & Retirement Strategies LLC serves individual clients, including business owners, professionals, and those who are divorced, widowed, or retired. The firm provides comprehensive financial planning and investment management, emphasizing detailed data gathering, estate-planning coordination, and a combination of direct and third-party investment solutions.

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.

Throughout my career, I quickly became the "go-to" resource for colleagues, family, and friends needing financial advice and guidance. Through my desire to educate, bring transparency to financial services, and help others succeed, I founded Objective Wealth. I differentiate by servicing those seeking a fiduciary planner who provides a tax-focused comprehensive approach, objective insight, and level of service that will guide you to identify and help achieve your goals. I completed my Masters of Business Administrator at Thunderbird School of Global Management and attended Michigan State where I received my bachelor's degree. Prior to financial planning, I spent many years in the education services business. I was involved with designing learning tools, education technology, and delivering services to classrooms throughout the country. I grew up in a family of educators and providing education is an essential part of my values. In my free time, you can find me hiking, camping, cooking, and scuba diving. Gina and I enjoy traveling and spending time with our dog, Murphy.

Michael Calisi is a CFP® and Series 66-registered advisor with 20 years of experience. He is the principal of Calisi Wealth Management, an independent firm he established after 16 years at Next Financial Group Inc and prior roles at Unified Wealth Management and Gunnallen Financial. In addition to his financial advisory work, Calisi is a licensed CPA providing tax, accounting, and business consulting services. Calisi Wealth Management offers fee-based discretionary portfolio management and comprehensive financial planning for individuals, retirement plans, trusts, charitable organizations, and business entities. The firm uses a tactical allocation approach with customized discretionary management, incorporating fundamental, technical, and cyclical analysis across a wide range of investable assets and provides qualified retirement plan consulting and participant fiduciary advice under ERISA.

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.

Hi! My name is Ben Taylor Poulos. I am a CFP® practitioner. I was born and raised in California and for college I went to the University of Arizona where I completed my B.S in Biology with a focus in Biomedical Sciences. I've been in the valley for 8 years now and this is home. So, who really am I and who are you dealing with? I am first an educator and a listener. All of my life I have naturally gravitated towards people and have wanted to lift everyone around me up. Coming out of High School I really didn't know what was right for my spirit. Was it a teacher? Was it a pastor? Was it going to be a NFL star? (Yeah right) Or at the very least play for the University of Arizona Wildcats? (My Sister's dream) This question lead me to continuing my football career at my local Junior College. While I was playing college football I went through two surgeries which led me down the path of wanting to become a physical therapist. Working through the process of learning how to walk and the excitement I saw on my therapist's face started my path down to Biology. A minor hiccup was the cost of it all and so I thought what's next? As a bartender and working with my local patrons, I found out that a lot of people in the service industry went into Real Estate or Finance. I'm very glad with the decision I made to go into Finance which led me to falling in love with Financial Planning as a career. To be able to give back to individuals, families and my community with a topic you don't get taught in school. Friends, colleagues and even people on the street have told me that I have a face people can trust. And it's true, at the end of the day I will promise that If you take the step with me you will be heard on your wants and needs. And I'll make it my mission to be right next to you helping you make smart financial decisions working towards your goals.​​ I take a lot of pride in how I serve my clients and prospects and that is going to be a cornerstone at B&E Financial Services. Retirement planning, Financial planning, Personal finances or anything relating to a dollar sign, they don't teach you how to manage that in school. You have to go out there and seek out that information, and there is a lot of incorrect information so how do you know what's right for you or wrong? Well that is where I come in with my education approach.

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.

Joseph Vazquez is a financial advisor at Transition Family Wealth with 24 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Wealth Management Solutions, LLC for nine years. Based in Phoenix, AZ, he joined Transition Family Wealth in 2024. Transition Family Wealth is a registered investment adviser serving individuals, high-net-worth clients, and small businesses with financial planning, portfolio management, retirement-plan advice, and pension consulting. The firm’s investment approach combines Modern Portfolio Theory and fundamental analysis, with a focus on scenario analysis and stress testing to address tail-risk and "black swan" events.

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.

Stephen Davis is the sole advisor at Net Worth Solutions LLC in Phoenix, AZ, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Net Worth Solutions since 2004. In addition to his advisory role, Davis is a registered tax professional at eTaxPro LLC, providing individual tax preparation and consulting since 2013. Net Worth Solutions LLC offers discretionary investment management to individuals, trusts, estates, and retirement plan participants. The firm constructs diversified, cost-conscious portfolios using mutual funds and ETFs, with asset allocation tailored to clients’ risk tolerance, time horizon, and tax profile.

Ian Kothe Flescher is a financial advisor with 8 years of industry experience, currently affiliated with 1823 Wealth Management LLC in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and Mutual Securities, Inc. Outside of advising, he operates Flescher Consulting Services, LLC, which provides consulting services primarily to Omni Agent Solutions, LLC. 1823 Wealth Management offers discretionary investment management and integrated financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, business clients, and qualified retirement plans. The firm uses a strategic, diversification-focused asset allocation process informed by multiple analytical approaches and provides plan-level and participant-level retirement consulting services.

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.

Ian Rodgers is a CFP® professional with 21 years of experience in financial advising. He currently leads Four Peaks Planning and Investments LLC, an independent advisory firm he founded in 2019. Prior to that, he worked at Merrill Lynch from 2014 to 2019. Rodgers serves on the Board of Directors and chairs the Investment Committee for the Goodwill of Central and Northern Arizona, where he oversees the selection and monitoring of outside investment managers. Four Peaks Planning and Investments LLC manages approximately $55 million for nearly 150 clients, offering personalized portfolio management and financial planning. The firm uses fundamental analysis and modern portfolio theory to guide investment decisions and provides public educational seminars at no cost.

Michael Tarascio is a CFP® with four years of industry experience, currently serving as the sole advisor at Tarascio Financial Planning, LLC in Mesa, AZ. Prior to founding his firm, he worked at JPMorgan Chase bank for eight years. Tarascio Financial Planning, LLC provides investment management and financial planning services to individuals, corporations, and employer-sponsored retirement plans. The firm emphasizes passive investment strategies using index funds and ETFs, alongside corporate retirement plan consulting and employee financial wellness programs.

Aaron Lawson is a financial advisor at Camelback Capital Management, LLC in Phoenix, AZ, with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms, including First Financial Equity Corp, Aevitas Capital, LLC, Silber Bennett Financial, Inc., and his own Lawson Capital Advisors, LLC. He has been with Camelback Capital Management since 2014. Camelback Capital Management is an independent investment adviser serving individual clients as well as corporations, business entities, and institutional clients. The firm offers discretionary asset management, fixed-income portfolio management, and tax-harvesting services, using fundamental, technical, and cyclical analysis with a variety of long-term and trading strategies tailored to client objectives.

Matthew Sylvester is the principal of Saffron Consulting Services LLC in Chandler, AZ, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Homes Direct since 2018, in addition to his self-employed insurance sales and business consulting activities that began in 2008. Saffron Consulting Services LLC provides investment advisory and retirement plan consulting primarily to pension plans, plan sponsors, and institutional clients, as well as business owners and affluent individuals. The firm’s investment process focuses on written Investment Policy Statements, asset allocation, manager selection, and periodic rebalancing, typically implementing client instructions on a non-discretionary basis.