Austin Roncancio is a financial advisor with Synchravest LLC in Scottsdale, AZ, holding a Series 65 designation and nine years of industry experience. He previously worked at Quantumvest Inc. for nine years and was involved with Fresh Air LP, an HVAC company, in a non-investment capacity. Outside of advising, he is an owner of an automotive company, Purple Enterprises. Synchravest LLC provides discretionary asset management primarily to individual and high-net-worth clients, combining fundamental and technical analysis with a mix of long-term, short-term, and income-oriented strategies. The firm employs performance-based fee arrangements with high-water-mark provisions for qualified clients and offers tailored recommendations based on each client’s financial situation.

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.

Edward Heintz III is the principal of Heintz Wealth Management, LLC, a Scottsdale-based independent firm. He holds the CFP® designation and has 26 years of industry experience, including prior work at RHG Advisors LLC. Heintz has been leading his own firm since 2016. Heintz Wealth Management provides fee-only financial life planning and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors and participants. The firm employs a four-stage financial life planning process and typically constructs portfolios using mutual funds and ETFs, with a focus on long-term holding and tactical asset allocation.

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.

Branch Johnson is a CFP® professional with 19 years of industry experience. He is the owner and president of Vault Financial, LLC, an independent advisory firm he has led since 2008. Vault Financial provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental and technical analysis, including option strategies, to manage portfolios on a discretionary basis in alignment with client goals and risk tolerance.

Eric Burns is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 18 years of experience in the financial services industry, covering areas such as wealth management, lending, and banking. Eric focuses on offering comprehensive wealth management strategies tailored to individual client goals, including family wealth management, managing new wealth, personal retirement planning, small business strategies, and retirement income. He is a CERTIFIED FINANCIAL PLANNER® and holds the Personal Investment Advisor (PIA) designation. Eric earned a Bachelor's degree from Brigham Young University and an MBA from Arizona State University. He is committed to honesty, simplicity, and transparency in his practice, aiming to help clients make smart financial decisions that positively impact their lives and legacies. Eric works in Scottsdale, Arizona, and lives in Gilbert with his wife and three children. Outside of his professional work, Eric participates in community activities, including volunteering with local organizations such as Gilbert Youth Sports. His personal interests include camping, golfing, ice hockey, and spending time with his family.

Ana Olaya is a financial advisor at Uncaged Impact with Series 65 credentials and experience dating back to 2014. Her prior roles include positions at CK Blueshift LLC and First Affirmative Financial. Uncaged Impact provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes values-driven investing and philanthropic planning, combining passive and active strategies with ESG considerations and offering both ongoing advice and limited-scope consulting engagements.

Ascension Advisors was created to deliver a more personalized level of service and financial planning. I believe an investment strategy should align with one's values, priorities, and purpose. I created a firm where advisors have the flexibility, technology, and autonomy to craft tailored strategies that empower clients to pursue their goals with intention and confidence. Early in my career, I learned to value quality over quantity—sometimes, less is more. Deep, meaningful relationships built on empathy and trust are the foundation of delivering true client value. Managed growth enables me to cultivate these relationships with intention and provide exceptional client experiences, regardless of client net worth. The need for comprehensive, personalized fiduciary financial planning continues to grow—particularly among select client segments. Ascension Advisors was created to meet that demand. While the core principles of building, managing, protecting, and transferring wealth remain constant, the broader economic and capital markets landscape is dynamic and continuously evolving. Clients are well served when partnering with an advisor who genuinely understands and appreciates their journey—and is committed to helping them reach their destination.

Kevin Schaefer is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Spirit West Advisors, LLC since 2017. He has prior experience with Gradient Advisors, LLC, and also maintains involvement in an affiliated insurance business through Spirit West Certified Planning, LLC. Additionally, Schaefer has long-term roles in land investment entities, including Mohave Land Group, LLC and 39th Street Properties, LLC. Spirit West Advisors, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages approximately $111.1 million in discretionary assets, applying fundamental analysis and modern portfolio theory within a fee-based model, and operates as a solo advisory practice serving a large client base.

Amitabh Godha is the principal and sole advisor at Unstoppable Asset, holding a Series 65 designation with three years of experience. He has been affiliated with Hill Fort Capital Partners Ltd since 2019 and Vistaar Capital LLC since 2010. Outside of Unstoppable Asset, he maintains roles with an SEC-exempt private-fund adviser managing pooled Indian equity funds and operates a family investment vehicle involved in real estate and private equity. Unstoppable Asset provides automated investment management primarily for custodial Roth IRAs and brokerage accounts targeting teenagers and young adults. The firm uses an algorithm-driven process to assign clients to diversified, low-cost model portfolios, delivering services entirely through a digital platform.

Kyle Spahn is a CFP® professional with 17 years of industry experience. He has been the principal advisor at Spahn Wealth & Retirement LLC since 2016 and briefly worked at Taurum Retirement Partners, LLC in the same year. Spahn Wealth & Retirement provides discretionary portfolio management and tailored asset-allocation advice to individual and high-net-worth clients, managing approximately $167.4 million across about 120 client relationships. The firm’s investment approach is based on Modern Portfolio Theory with tactical adjustments, focusing on diversified allocations and periodic rebalancing aligned with clients’ objectives and risk tolerance.

Courtney Mason is a CFP® and Series 65 credentialed advisor with seven years of industry experience. She has been with CMC Advisors LLC since 2019, which she founded as an independent firm based in Scottsdale, AZ. Prior to this, she was focused on homemaking from 2016 to 2019. CMC Advisors provides investment management, financial planning, and consulting services to individual clients and families. The firm employs a core-satellite investment approach with fundamental and technical analysis, emphasizing large-cap growth positions, active risk management, and the use of derivatives within separately managed accounts.

Noel Enokian is a financial advisor at EP Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Amrock, LLC and Renuance Cosmetic Surgery Center. Enokian is also licensed as an insurance agent and dedicates a portion of his time to selling various insurance products. EP Wealth Management LLC provides discretionary investment management and advisory services to individuals and high-net-worth clients. The firm customizes portfolios based on client objectives and risk tolerances, utilizing strategies such as asset allocation, dollar-cost averaging, and technical analysis, and may engage unaffiliated sub-advisors to manage certain accounts.

Gregory Lane is a CFP® with 22 years of industry experience and is the sole advisor at Wellfit Financial in Phoenix, AZ. He has been operating Lane Financial, P.C. since 2009. Wellfit Financial provides asset management and financial consulting primarily to individual and high-net-worth clients, focusing on portfolios composed mainly of ETFs, mutual funds, and other publicly traded securities. The firm emphasizes continuous account supervision with regular reviews and employs a mix of fundamental, technical, and cyclical analysis without accepting discretionary trading authority.

Aaron Randak, a CFP® professional and Enrolled Agent, plans each client’s investments, retirement income and taxes together. If you are within a few years of retiring, or you have just inherited money and are not sure what to do with it, you are probably weighing decisions that are hard to reverse. When to claim Social Security. Whether to convert to a Roth before required distributions start. Which account to spend down first. What the rules are on an inherited IRA and how much time you actually have. Aaron is an Enrolled Agent, admitted to practice before the IRS, and he prepares tax returns. So when a Roth conversion or a withdrawal sequence is decided in October, he is the one filing it in April. There is no handoff between the advice and the paperwork. Most clients come to Aaron at one of two points. They are five to fifteen years from retirement and want a straight answer on whether the plan works, what it costs in taxes, and what has to change. Or a parent has died, and there is now an inherited retirement account with distribution rules attached, a house to deal with, and a stack of paperwork that arrived at a difficult time. Some of it can wait. Some of it has deadlines with real money attached. The first step is sorting out which is which. As a fee-only fiduciary, Aaron is paid one advisory fee, a percentage of the assets he manages, billed quarterly in advance. The fee rises and falls with the portfolio, and he earns nothing from products, commissions or referrals. It covers investment management and retirement, tax, estate and legacy, and inheritance planning. Tax return preparation is a separate flat fee. He works alongside your estate attorney rather than in place of one; he is not an attorney and does not draft documents. The work is built for households whose retirement income, tax and estate decisions are complex enough to benefit from planning them together: required distributions, Roth conversions, inherited accounts, equity compensation, business-sale proceeds and Social Security timing. If you reach out, you and Aaron spend about thirty minutes on a call. He tells you what he sees, what he would look at first, and whether he is the right person for it. There is no cost and no obligation, and if your situation calls for someone else, he will say so and point you in that direction. Aaron grew up on a farm in rural Iowa and studied financial planning at Iowa State. He now lives and works in Scottsdale, Arizona.

Saul Medina is a CFP® professional with 14 years of experience in financial advising. He is the sole advisor at True Fiduciary Financial Advisors, LLC, an independent firm he has led since 2021. Prior to founding True Fiduciary, he worked for Vanguard from 2014 to 2021. Additionally, Medina is active in real estate sales as a licensed Realtor, partnering with buyers and sellers in property transactions. True Fiduciary Financial Advisors primarily serves individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a long-term investment approach based on modern portfolio theory, utilizing mutual funds, equities, fixed income, and ETFs, and accepts both discretionary and non-discretionary mandates.

David Fernandez is a Certified Financial Planner™ (CFP®) with 26 years of experience in the financial advisory industry. He has been the principal advisor at Wealth Engineering, LLC since 2003. The firm is a fee-only investment management and financial planning practice serving individuals, families, retirement plans, trusts, and estates. Wealth Engineering emphasizes macroeconomic fundamental analysis and strategic asset allocation, utilizing broad-based index and passively managed funds with tax-aware management techniques.

Ryan Haas is a Series 65-licensed financial advisor based in Scottsdale, AZ, with two years of industry experience. He is the sole advisor at Your Investment Advisor, an independent firm he has been with since 2024. Prior to his advisory role, Haas held positions at Northrop Grumman, Boeing, Ekso Bionics, and Textron Systems. He maintains full-time employment in the aerospace and defense industry alongside his advisory work. Your Investment Advisor provides discretionary portfolio management to individuals and trusts, focusing on asset-allocation-based portfolios using equities, fixed income, mutual funds, ETFs, government and municipal securities, and cash equivalents. The firm combines a strategic passive investment framework with fundamental security analysis and macroeconomic assessment.

Hi, I’m Dale L Shafer II, founder of Life Moves Wealth Management, an independent, fee-only wealth and exit planning advisor for business owners and professionals located in Scottsdale, Arizona, serving clients in multiple states. I am proud to hold professional designations, including the CERTIFIED FINANCIAL PLANNER (CFP®), Certified Business Exit Consultant (CBEC®), Accredited Portfolio Management Advisor (APMA®), and Certified Divorce Financial Analyst (CDFA®). Out of the office, I am most likely found exploring outdoors, hiking, road cycling, and camping. You might also see me rocking out behind a drum kit or a guitar. I enjoy reading books on finance and leadership, and collecting deadpan “dad jokes” to try out on our kids. They’re big fans.