Amitabh Godha is a financial advisor at Unstoppable Asset, holding a Series 65 designation with experience since 2010 across various roles at Vistaar Capital LLC, Hill Fort Capital Partners Ltd, and Unstoppable Asset LLC. He is based in Phoenix, AZ. Unstoppable Asset provides automated investment management through a proprietary digital platform primarily serving individual retail clients with Roth IRAs focused on teenagers, young adults, and minors. The firm uses a low-cost, passive investment approach emphasizing equity-heavy ETF and mutual fund portfolios tailored by age-appropriate models with automated rebalancing.

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.

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 a financial advisor with Alvarado & Associates, LLC and holds a Series 65 designation. He has seven years of industry experience and also works full-time as a financial analyst at Jacobs Solutions. Alvarado is licensed to provide investment advisory services in Panama and holds a position with Caudal Capital, an investment advisory firm based there. Alvarado & Associates provides discretionary portfolio management to individuals and families, including high-net-worth households, with portfolios tailored to clients’ financial goals and risk tolerance. The firm emphasizes diversified, income-generating investments and manages accounts on a discretionary basis with regular reviews.

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® with six years of industry experience, currently serving as the sole advisor at CMC Advisors LLC since 2019. Prior to founding the firm, she spent three years focused on homemaking. CMC Advisors LLC offers investment management, financial planning, and consulting services to individual clients and families, managing approximately $20 million in assets. The firm employs a core-satellite investment approach with active risk management, including the use of derivatives, and features a performance-based fee structure that requires recovery of prior losses before fees are charged.

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.

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.

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. Those questions are all tax questions before they are investment questions. That is the part most people are not getting help with. I am Aaron Randak, a CFP® professional and an Enrolled Agent. The EA credential means I am licensed to represent clients before the IRS and that I prepare tax returns. So when we decide on a Roth conversion or a withdrawal sequence in October, I am the one filing it in April. Nothing gets lost between the advice and the paperwork, because there is no handoff. Most of my clients come to me 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. We figure out which is which first. Golden Acre Wealth Management is fee-only and independent. My compensation comes from my clients and nowhere else. I do not sell insurance, I do not earn commissions, and I serve as a fiduciary at all times. I work alongside your estate attorney rather than in place of one, since I am not an attorney and do not draft documents. There are no account minimums. I built the firm that way deliberately, because the people with the most complicated tax situations are not always the ones with the largest portfolios. Here is what happens if you reach out. We spend about thirty minutes on a call. You tell me what is going on and what is worrying you. I tell you what I see, what I would look at first, and whether I am the right person for it. There is no cost and no obligation, and if your situation calls for someone else, I will say so and point you in that direction. I grew up on a farm in rural Iowa and studied Finance and Financial Counseling and Planning at Iowa State. I now live and work 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.

Charles Herman Jr. is a ChFC® credentialed financial advisor with five years of industry experience, currently practicing at Authentic Financial Planning in Peoria, AZ. His background includes roles in financial planning, tax preparation, mortgage brokerage, insurance, and real estate sales. Outside of advisory services, he is involved in tax preparation and accounting through his business, The Money Agency, and operates a mortgage lending firm. Authentic Financial Planning serves individuals, families, business owners, and corporations with ongoing financial planning and investment management through tiered packages and project-based services. The firm offers a multi-meeting initial planning process, regular reviews, and a mix of billing options, supported by affiliated businesses in insurance, tax, real estate, and mortgage services disclosed as separate lines of business.

Saul Medina is a CFP® professional with 13 years of experience in the financial services industry. He is the principal of True Fiduciary Financial Advisors, LLC and previously worked at Vanguard for seven years. Outside of his advisory role, he is also involved in real estate sales as a licensed Realtor. True Fiduciary Financial Advisors, LLC provides portfolio management and standalone financial planning primarily to individuals and high-net-worth clients. The firm uses modern portfolio theory with a long-term trading approach, employing mutual funds, equities, fixed income, and ETFs, and accepts both discretionary and non-discretionary mandates.

Jonmark Richardson is a financial advisor with Valhalla Advisors LLC in Glendale, AZ, holding Series 63 and Series 65 licenses and having five years of industry experience. He is also the owner of Financial Partners of America LLC, a licensed insurance agency. Richardson has been with Valhalla Advisors since 2020 and has maintained his role at Financial Partners of America since 2011. Valhalla Advisors serves individual and business clients with portfolio management, financial planning, and estate-planning services, offering both discretionary and non-discretionary management across a range of asset classes. The firm uses a combination of cyclical, fundamental, and technical analysis and employs strategies including derivatives and structured products to manage risk and income.

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.

Shawna Moore is the owner and principal advisor of Moore Wealth Partners, LLC in Glendale, AZ, with 10 years of experience in the financial industry. She holds the Series 63, 65, and 66 registrations and has worked at several firms including Foundations Investment Advisors, LLC and McKinney Financial Group. Outside of advisory services, she operates an insurance business offering life, annuities, and long-term care products. Moore Wealth Partners provides discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, and qualified retirement plans. The firm employs a model-based investment approach through sub-advisors and third-party managers, retaining discretion over model selection and performance monitoring.

Ryan Haas is a financial advisor at Your Investment Advisor in Scottsdale, AZ, holding a Series 65 credential with one year of industry experience. Prior to founding his firm, he worked at Boeing, Northrop Grumman, Ekso Bionics, and Textron Systems in various roles within the aerospace and defense industry, where he continues to maintain full-time external employment. Your Investment Advisor provides discretionary portfolio management to individuals and trusts, focusing on asset allocation using equities, fixed income, mutual funds, ETFs, and government securities. The firm employs a strategic/passive investment approach combined with fundamental security analysis and macroeconomic assessment to guide portfolio construction and management.

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.

Daniel Anderson is a financial advisor at Rise Financial Group in Gilbert, AZ, holding a Series 65 designation with 10 years of industry experience. He has served as an insurance agent offering life, fixed, and health insurance products through Medicare Rescue since 2013 alongside his advisory work. Rise Financial Group provides financial consulting and retirement-plan advisory services to individual and high-net-worth clients, focusing on hourly advice and facilitating relationships with third-party investment managers rather than acting as a primary asset manager. The firm supports clients with plan setup, document preparation, and ongoing performance monitoring.