Sergey Zaytsev is the sole advisor at zQuant Advisory, LLC, an independent firm based in Scottsdale, AZ. He holds a Series 65 designation and has four years of industry experience. Outside of his advisory role, he owns small computer software companies and is occasionally involved in computer consulting and product development. zQuant Advisory provides portfolio management, financial planning, and pension consulting to individual and high-net-worth clients. The firm employs a combination of quantitative, cyclical, and fundamental analysis, applying modern portfolio theory to construct portfolios tailored to each client’s risk profile and investment goals.

Zakriah Gardezy is a CFP® with nine years of industry experience, currently serving as the sole advisor at Wealthstone Private Wealth Management, LLC. He previously worked at Morgan Stanley and Wells Fargo in various capacities between 2016 and 2024. Wealthstone Private Wealth Management provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, corporations, and employer-sponsored retirement plans. The firm uses a comprehensive investment approach that includes fundamental, technical, quantitative, and sector analysis, and it offers a monthly subscription service aimed at young professionals and DIY investors.

Alan Norris is a CFP® professional with 23 years of industry experience. He has led Norris Wealth Management, LLC since 2011. The firm advises sponsors and participants of qualified retirement plans, providing financial planning and investment advisory services to individuals and certain business entities. Norris Wealth Management accepts specified fiduciary roles, offers pension consulting and participant education, and typically implements strategies through third-party money managers and institutional funds with ongoing monitoring and reviews.

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.

You have equity vesting, income growing, and decisions that keep getting more complex. Most people in that position are doing everything right and still feel like the pieces aren't adding up. Not because they're failing. Because the decisions were never coordinated. Hey, I'm Anthony. I'm a CFP®, a dad of three, and the founder of Dynamic Financial Planning based in Scottsdale, AZ. I built the firm around one belief that building meaningful wealth isn't about making more. It's about making everything work together to support the life you want. That means coordinating your equity compensation to work for your life while improving tax efficiency, investing for long-term growth, and having advice that's aligned with your best interests. Not driven by product sales. I work with tech professionals navigating RSUs, ESPPs, and complex compensation packages, and with thoughtful wealth builders who are ready to build a structure that actually holds. Fee-only. Fiduciary. No commissions. No conflicts. No asset minimums. Book Your Complimentary 30-minute call: dynamic-fp.com/schedule Email: [email protected] Virtual planning nationwide: New York San Francisco Los Angeles Santa Monica San Diego Las Vegas Austin Houston Dallas Miami Chicago Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming In-person planning: Scottsdale Phoenix Gilbert Chandler Mesa Cave Creek Peoria Glendale

Charles Hirlinger is a financial advisor with Covenant Financial Advisors, LLC in Phoenix, AZ, holding the PFS™ and Series 66 designations and bringing 25 years of industry experience. He has worked with multiple firms including Cambridge Investment Research and operates his own CPA practice, Charles Hirlinger Company, PC, which provides tax consultation and accounting services. Covenant Financial Advisors offers investment management, financial planning, and retirement plan services to individuals, trusts, and business entities. The firm integrates investment advice with affiliated accounting and tax-preparation services, utilizing a balanced ETF-based approach and providing specialized ERISA retirement-plan advisory and consulting services.

John Mcbride is the principal of Stewardship Wealth Advisors in Phoenix, AZ, with 18 years of industry experience. He holds the Series 63, 65, and 66 licenses and has been associated with Stewardship Wealth Advisors since 2015. Outside of his advisory work, he owns Stewardship for Life, Inc., where he provides life and disability insurance to clients. Stewardship Wealth Advisors serves individual investors, high-net-worth clients, and charitable organizations, offering fee-based financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm follows an investment process based on Modern Portfolio Theory, manages portfolios with discretionary authority, and conducts educational seminars and workshops for clients.

Dylan Huff is a financial advisor with Finest Edge Financial LLC in Scottsdale, AZ. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he worked at Anthem Strategist and Equitable Advisors. Outside of his advisory work, he provides tax preparation and consulting services through Anthem Strategist. Finest Edge Financial LLC offers portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm’s investment strategies are based on fundamental analysis and include a distinctive service of limited-scope ERISA 3(21) plan advisory arrangements.

Austin Roncancio is a Series 65-licensed financial advisor with nine years of industry experience. He has worked at Synchravest LLC since 2026, following nine years at Quantumvest Inc. and five years at Fresh Air LP. Outside of his advisory work, Roncancio holds ownership interests in an HVAC company and an automotive business. Synchravest LLC is a newly registered investment adviser that offers discretionary asset management and custodial account supervision primarily for individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis across various investment strategies, with accounts tailored to client objectives and risk tolerance.

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.

Joyce Rolfes is a CFP® professional with 31 years of industry experience, serving as president of Five Peaks Financial Consulting, Inc. in Phoenix, AZ since 1999. She has held trustee roles with the An Rolfes and Cm Rolfes trusts since 2012 and has been involved with the Desert Botanical Garden as a committee member since 2010. Five Peaks Financial Consulting serves a small client base of high-net-worth households and institutional clients, providing financial planning, portfolio management, and pension consulting. The firm typically operates in a non-discretionary capacity, assisting clients with manager selection and monitoring, and focuses on pension plan consulting and ERISA plan advisory services.

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.

Edward Heintz is a CFP® professional with 26 years of industry experience. He has been with Heintz Wealth Management, LLC since 2016 and previously worked at RHG Advisors LLC from 2014 to 2017. Heintz Wealth Management, LLC provides fee-only financial life planning and investment management services to individuals, trusts, estates, and retirement-plan participants. The firm employs a customized, diversified investment approach with an emphasis on long-term buy-and-hold strategies using mutual funds and ETFs, complemented by tactical shifts and strategic cash positioning.

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.

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.

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.