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.

Frederick Schubert is the president of Stonewall Equities, Ltd. and Schubert and Associates P.C., with 15 years of experience as a financial advisor and over 40 years managing his accounting practice. He holds Series 63 and Series 65 licenses and has been active in the industry since 1983. Schubert oversees client relationships and accounting operations in his accounting firm alongside his advisory role. Stonewall Equities, Ltd. provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporate clients, and business entities. The firm employs a computer-driven asset allocation model incorporating fundamental, technical, and tax considerations, and it serves employer plans and pension consulting alongside managing wrap fee programs and institutional retirement accounts.

Richard Oldenburg is a financial advisor with Camden Financial Management, Inc. in Scottsdale, AZ, holding a Series 65 designation and 29 years of industry experience. He operates as a sole advisor at an independent firm focused on discretionary investment management and comprehensive financial planning. Camden Financial Management serves individuals, families, retirement plans, trusts, and estates, providing fee-only portfolio management alongside non-investment planning services such as tax reporting and required minimum distribution calculations. The firm emphasizes a strategic asset allocation approach based on macroeconomic analysis, incorporates tax-aware practices, and maintains a high-touch service model with relatively high account thresholds.

Joel Bonnema is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of industry experience. He has been the sole advisor at Bonnema Wealth Management LLC since 2015, operating as an independent firm in Scottsdale, AZ. Bonnema Wealth Management provides discretionary investment management, written financial planning, and retirement-plan advisory services to high-net-worth individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm specializes in broadly diversified, asset-class portfolios based on Modern Portfolio Theory and factor research, with a focus on passive investment vehicles and the use of Dimensional Fund Advisors funds.

Brent Matthew is a financial advisor with Scottsdale Wealth Advisory LLC in Paradise Valley, AZ, holding Series 65 and Series 66 licenses and over 21 years of industry experience. He has held roles at multiple firms, including M.S. Howells & Co. and Safe Insurance Management LLC. Brent is also a licensed insurance agent involved in an annuity and insurance-related business. Scottsdale Wealth Advisory LLC provides discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a model-driven investment approach utilizing the AssetMark platform and third-party sub-advisors, typically following a passive, long-term buy-and-hold strategy with tailored active overlays.

Seth Mcbee is a financial advisor with McBee Advisors, Inc. in Glendale, AZ, holding a Series 66 designation and 26 years of industry experience. Prior to founding McBee Advisors in 2017, he worked at HBW Phoenix, Inc., HBW Advisory Services LLC, and HBW Securities LLC. Outside of his advisory role, he is the managing partner of Stat Caddy, a fantasy golf simulator business. McBee Advisors, Inc. provides fee-for-service investment advice and discretionary portfolio management to individuals, businesses, and trusts, including retirement planning, college funding, and qualified plan subaccount analysis. The firm manages approximately $58 million across about 219 client relationships through strategic asset allocation and active management programs, serving both retail and institutional clients with negotiable planning arrangements.

Dale Meyer is the sole advisor at Dynamic Financial Solutions, LLC, an independent registered investment adviser based in Glendale, AZ. He holds Series 65 and Series 66 licenses and has 19 years of industry experience. In addition to his advisory role, he is the founder and volunteer manager of AZ Naturals, a nonprofit youth baseball and football organization. Dynamic Financial Solutions serves a very small client base, providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm uses individualized investment policies with periodic rebalancing and quarterly reviews, and it also assists clients with third-party money manager selection and monitoring, including corporate and employee-benefit plan accounts.

Sean Babin is a CFP® and Series 66 registered financial advisor with nine years of industry experience. He is the principal of Babin Wealth Management, an independent firm he founded in 2024 after working at Edward Jones and Matson Money Inc. From 2016 to 2020, he was also involved with Gwin Wine and Beer LLC. Babin Wealth Management is a fee-only firm serving individuals and businesses with investment management and comprehensive financial planning. The firm applies a process grounded in asset allocation and Modern Portfolio Theory, blending passive and active strategies tailored to client goals and risk tolerance.

Mark Sanaiha is a CFP® professional with nine years of experience in the financial services industry. He is the principal advisor at Macallen Capital LLC, an independent registered investment adviser, where he has worked since 2026. Prior to founding Macallen Capital, he spent several years at Charles Schwab. Outside of his advisory role, he is a member manager of Cliffside Real Estate LLC. Macallen Capital provides investment management and financial planning services to individuals and high-net-worth clients. The firm combines passive and active strategies, including options for income generation and risk management, and uses third-party models and outside managers to implement portfolios tailored to client needs.

Steven Jurich is a financial advisor with Think Wealth Advisory, LLC in Scottsdale, AZ, holding a Series 65 credential and 17 years of industry experience. He has been with Think Wealth Advisory since 2010 and also has a long-standing role at Think Retirement, Inc. since 1996. Outside of advisory work, Mr. Jurich produces a daily retirement-focused radio show for which he is the sole writer and editor, and he is an author of retirement-related content published on platforms including Kiplinger.com. Think Wealth Advisory is an independent, solo practice that provides personalized financial planning and discretionary investment management to individuals, trusts, corporations, and charitable organizations. The firm tailors portfolios to client objectives and risk tolerance and works with third-party sub-advisors for back-office support and trade execution.

Kristina Dahl is a financial advisor at Sunburst Financial Management LLC in Glendale, AZ, holding a Series 66 designation with 17 years of industry experience. Her previous roles include positions at Independent Wealth Network, Securities America, Verus Capital Partners, and Waddell & Reed. Outside of advising, she volunteers as a precinct captain for the Foundation of the Republican Party. Sunburst Financial Management provides investment advisory services to individuals, small business owners, high-net-worth individuals, trusts, and estates. The firm offers customized portfolios using a range of securities and emphasizes a long-term investment orientation with fundamental and technical analysis.

Roger Bracken is a financial advisor at Pinnacle Peak Wealth Management in Scottsdale, AZ, with 15 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to founding Pinnacle Peak Wealth Management in 2018, he was associated with Dynamic Wealth Advisors, Inc. since 2016, where he continues to maintain an investment advisor representative role. Pinnacle Peak Wealth Management is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients with financial planning and portfolio management. The firm emphasizes Modern Portfolio Theory combined with fundamental analysis and provides both broad-based and modular planning across various financial topics.

William Luhrs is a financial advisor at Mount Financial Freedom with seven years of industry experience. He holds a Series 65 designation and previously worked at Prism Investment Management, Life Options AZ, and ABB. In addition to his advisory role, Luhrs serves as president and consultant at Executive Scorecard Partners, a quality consulting firm. Mount Financial Freedom is an independent, single-advisor firm serving individuals and small business owners with comprehensive financial planning, portfolio management, and investment advice. The firm emphasizes an investment philosophy based on the Efficient Market Hypothesis, focusing on asset allocation, diversification, and low-cost passive vehicles, and offers educational workshops on retirement, estate planning, and college funding.

Francisco Ayala is a CFP®, CFA®, and Series 63 licensed advisor with nine years of industry experience. He has been with The Coleridge Group LLC since 2015. Outside of his advisory role, he occasionally serves as an assistant to an expert witness. The Coleridge Group LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with comprehensive financial life planning, project-based planning, discretionary investment management, and employee benefit plan services. The firm employs a modern portfolio theory-based, passive investment approach complemented by occasional fundamental and technical analysis, and is notable for its long operating history, diverse client mix, and atypical fee structure.

Denver Nowicz is a financial advisor with Wealth For Life, LLC and holds a Series 65 designation. He has 12 years of industry experience, including prior roles at Simplicity Wealth, LifePro Asset Management, Regal Investment Advisors, and Ashton Thomas Private Wealth. In addition to his advisory work, he has been an independent insurance agent for over two decades. Wealth For Life, LLC is a single-advisor firm serving individuals and high-net-worth clients with discretionary portfolio management. The firm uses a combination of analytical techniques and a long-term trading approach across mutual funds, equities, fixed income, and ETFs, managing approximately $21.1 million in assets.

Jacob Pacini is a financial advisor at Lilliano Capital Management LLC in Phoenix, AZ, with 11 years of industry experience. He holds a Series 65 credential and has previously worked at Soulence Wealth Management and Pacini Hatfield Investments. Outside of his advisory role, he owns Jacob AI LLC, a data science firm focused on processing large datasets using deep learning techniques. Lilliano Capital Management is an independent registered investment adviser that provides sub-advisory portfolio management to individuals, trusts, retirement accounts, and small businesses through clients’ primary advisors. The firm offers nine strategies across three activity tiers and operates an alternatives strategy called Lingo, emphasizing liquidity and defined loss limits while maintaining discretionary management without taking custody of client funds.

Richard Groff II is a financial advisor with TheMoneyMD.com, LLC in Peoria, AZ, holding the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including roles at AdvisorNet Wealth Management and Wealth Management International, Ltd. Groff is also a managing member of Health and Big Wealth, LLC, a bookkeeping entity, and is involved with Family Legacy Planning, LLC, which provides life insurance and annuities. TheMoneyMD.com, LLC offers investment management, financial planning, and third-party manager selection primarily for high-net-worth individuals, trusts, and estates. The firm employs a risk-first, managed-volatility approach using asset allocation and diversification, and maintains non-discretionary assets under management with ongoing portfolio reviews.

Anthony Iarocci Jr. is the principal of Du Lac Investment Group, LLC in Carefree, AZ, holding Series 63 and Series 65 licenses with 47 years of industry experience. His career includes long-term roles at Wedbush Morgan Securities Inc. and leadership positions at multiple affiliated entities specializing in asset and wealth management. Outside his primary advisory work, Iarocci serves as CEO and president of DCA Asset Management Inc., focusing on investments in both private and public companies. Du Lac Investment Group offers investment management and consulting services to various clients such as pension plans, trusts, and corporations. The firm employs multiple analysis techniques and trading strategies, sponsors its own wrap fee program, and provides consulting on an hourly basis, along with advising on or selecting other investment managers.

Matthew Agnetti is a financial advisor at Clearview Private Wealth in Peoria, AZ, holding a Series 65 designation with no prior industry experience. His previous work includes roles at American Income Life Insurance Company and nutrition-related businesses. He maintains an active insurance license but is not currently contracted with any carriers or selling insurance products. Clearview Private Wealth offers discretionary portfolio management and project-based financial planning services, utilizing a blended investment process that combines fundamental security selection with technical analysis within a core-satellite framework. The firm serves clients with varying risk profiles and employs ongoing account monitoring and formal annual reviews.

Keep more of what you built. Valence Wealth is a flat-fee wealth management firm for executives whose wealth is tied up in company stock. If RSUs, ISOs, NQSOs, ESPP shares, or highly appreciated stock make up a meaningful part of your net worth, every financial decision can become a tax, risk, and timing decision. That's the problem we solve. We help clients answer questions like: -How do I diversify a concentrated stock position without creating an unnecessarily large tax bill? -My RSUs keep vesting. What should I sell, and when? -When should I exercise my stock options, and how do I manage AMT exposure? -How should I plan around an IPO, acquisition, trading window, or 10b5-1 plan? -How do charitable giving, estate planning, taxes, and the rest of my portfolio fit together? Valence coordinates your tax strategy, investment management, estate planning, and broader balance sheet into one plan. Why Valence? I've spent 15+ years advising hundreds of families, including executives at companies such as Microsoft and Amazon, on equity compensation and concentrated wealth. I've also lived the concentration problem myself. Roughly 95% of my own net worth was once tied to the financial services firm I co-founded and helped grow to ~$500 million in assets under management, before ultimately selling it. That experience shaped Valence - narrow on purpose, highly technical, and built specifically for people dealing with concentrated wealth. Depending on the situation, our work may include tax projections, direct indexing, exchange funds, options strategies, charitable planning, 10b5-1 plans, estate coordination, and tax-aware sale sequencing. One flat annual fee. 0% AUM. Your portfolio is not our invoice. Our fees are based on the complexity of the work - not the size of your portfolio. Current annual fees range from $10,000 to $25,000. If a significant portion of your net worth is tied to one company or highly appreciated asset, let's talk.