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.

Joyce Rolfes is the president of Five Peaks Financial Consulting, Inc. in Phoenix, AZ, with 32 years of industry experience. She holds Series 63 and Series 65 designations and has professional experience spanning roles at United Planners Financial Services and co-trustee positions for family trusts. She has served as a committee member of the Desert Botanical Garden, a nonprofit organization, since 2010. Five Peaks Financial Consulting provides personalized financial planning and investment advisory services primarily to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on comprehensive financial planning, manager selection, pension consulting, and insurance placement, typically operating in a non-discretionary capacity while utilizing fundamental and quantitative analysis alongside psychometric risk assessments.

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.

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.

James Kennon is the sole advisor at Kennon Wealth Management, LLC in Goodyear, AZ, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Monticello Investment Services, Inc. and Northwestern Mutual Investment Management before founding his current firm. In addition to his advisory role, he owns and operates the Jim Kennon Financial Network as an insurance agent. Kennon Wealth Management serves individual clients by assisting them with the selection and oversight of third-party money managers rather than directly managing client portfolios. The firm provides ongoing monitoring and coordination while the managing member maintains an active insurance practice alongside his advisory work.

Duane Eckelberg is the principal of Eckelberg Financial, Inc. in Phoenix, AZ, with 17 years of experience in financial advisory services. He holds a Series 65 designation and previously worked at Cetera for 10 years. In addition to his advisory role, he has served as president of Eckelberg & Wienshienk, PC, a certified public accounting firm, since 1996. Eckelberg Financial provides customized financial planning and advisory services to individuals, trusts, estates, and charitable organizations. The firm delivers advice on an hourly basis without managing client assets or accepting custody, focusing on fundamental analysis and a long-term investment approach tailored to each client’s objectives and risk tolerance.

Carlos Alvarado is the principal of Alvarado & Associates, LLC, an independent advisory firm based in Glendale, AZ. He holds a Series 65 designation and has eight years of industry experience. Prior to founding his firm, he worked with Althia Capital Advisors and currently holds a financial analyst role at Jacobs Solutions. Additionally, he is associated with Caudal Capital in Panama, where he holds a license to provide investment advisory services. Alvarado & Associates offers discretionary portfolio management to individuals and families, including high-net-worth clients, focusing on diversified portfolios that emphasize income generation, risk management, and long-term capital stewardship. The firm manages client accounts on a discretionary basis, conducting regular reviews and utilizing Interactive Brokers for execution and global access.

My name is Alex and I provide fee-only ongoing-subscription and flat-fee project based financial planning and advisory services to mid-career professionals & retirement plan consulting services to business owners and plan sponsors. As your financial advocate, we help you navigate the increasing complexity of the financial markets and regulations with a customized strategy, tracking your progress and making adjustments as your needs and goals change. I have 21+ years of experience in the financial industry and held roles in trading, financial product distribution, private banking, and wealth management. I graduated with a business degree from the Eller College of Management at The University of Arizona and also am a CERTIFIED FINANCIAL PLANNER™ certificant and Certified Investment Management Analyst® designee. My office is located in downtown Phoenix, AZ and I work with clients in-person and remotely across the United States.

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.

James Robinson is the sole advisor at Robinson Stocks, LLC in Phoenix, AZ, holding a Series 65 designation with three years of industry experience. He has been associated with Avocat Group Arizona since 1992 and operates Robinson Stocks since 2022. In addition to his advisory role, Robinson is also a licensed real estate broker. Robinson Stocks, LLC is a registered investment adviser that provides discretionary portfolio management primarily focused on equities and non-U.S. securities. The firm serves mainly high-net-worth and qualified clients, employing a combined fundamental and quantitative approach with a long-term trading orientation.

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.

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.

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.

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.