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.

Nigel Upton is a Series 65-licensed financial advisor at Pinnacle Financial Freedom LLC with four years of industry experience. He has worked at Pinnacle Financial Freedom since 2022 and concurrently operates Sellxion LLC. Prior to his current roles, he was employed at Hewlett Packard from 2015 to 2018. Pinnacle Financial Freedom LLC is a single-advisor independent registered investment adviser that provides portfolio management and financial planning services to individuals and high-net-worth clients. The firm combines fundamental analysis with modern portfolio theory and a long-term trading orientation, tailoring investment strategies to client preferences and operating on a non-discretionary basis.

Bryan Cast is a financial advisor with Nuakh Financial and holds a Series 66 designation. He has over eight years of experience in financial advisory roles, including positions at Blue Trust, Cast Financial LLC, and Northwestern Mutual. Outside of his advisory work, he has been involved with Blue River Acres LLC since 2013. Nuakh Financial is a fee-only investment adviser that provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm uses an investment approach based on asset allocation and Modern Portfolio Theory, incorporating both passive and active investments along with client-imposed screens, including Biblically Responsible options.

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.

John Welch is the principal advisor at Welch Private Wealth in Litchfield Park, AZ. He holds a Series 65 designation and has 0 years of industry experience. Prior to founding the firm, he served 16 years in the United States Air Force and currently serves in the Air Force Reserves as an F-35 instructor pilot. Welch Private Wealth provides comprehensive financial planning, project-based planning, and discretionary investment management primarily for individual and high-net-worth clients. The firm combines fundamental analysis with Modern Portfolio Theory to develop customized investment strategies and offers educational seminars and workshops to groups and the public.

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.

John Borton is a financial advisor with Investment Trends Capital Group LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His prior experience includes roles at B. Riley Wealth Advisors, Inc., B. Riley Wealth Management, and National Securities Corporation. Outside of his advisory work, he owns Investment Trends LLC, a non-investment-related holding entity. Investment Trends Capital Group LLC, established in 2023, provides discretionary asset management services to individuals, high-net-worth clients, trusts, foundations, and private entities. The firm uses a combination of macroeconomic, fundamental, technical, charting, and cyclical analysis to tailor portfolios based on client objectives and risk tolerance, with regular account reviews and rebalancing.

Pamela More is a financial advisor at Six Sigma Wealth Advisors, LLC in Scottsdale, AZ, with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Liberty Partners Financial Services, Verus Capital Partners, and Securities America. Outside of financial advising, she owns a dog sitting and walking business called Peanut's Place. Six Sigma Wealth Advisors provides fee-based investment management, financial planning, and consulting services to individuals, trusts, pension plans, charitable organizations, and estates. The firm uses a tactical asset allocation process emphasizing risk management and offers a range of fee arrangements alongside educational seminars and insurance-product services.

Jeffrey Berk is a financial advisor at Purple Mountain Investment Advisors LLC in Scottsdale, AZ, with nine years of industry experience. He holds the Series 65 designation and has worked with Purple Mountain since 2016. Prior to this, he has been CEO and major stockholder of BOLT International Inc. since 1996 and of MedPredict Market Research LLC from 2005 to 2017, both providing consulting and research services to pharmaceutical and biotech firms. Purple Mountain Investment Advisors offers portfolio management and financial planning services to individual and high-net-worth clients, utilizing a multi-method investment approach that includes fundamental, technical, cyclical, and quantitative analysis. The firm specializes in pharmaceutical and biotech sectors and operates a subscription newsletter with specific buy and sell recommendations alongside its discretionary portfolio management.

Gregory Yocum II is a CFP® certificant with 21 years of industry experience, currently serving as the sole advisor at Yocum Wealth in Phoenix, AZ. He has been affiliated with ARQ Wealth Advisors, LLC since 2008. Yocum Wealth serves individuals, small businesses, trusts, estates, high-net-worth clients, and charities through integrated wealth management, combining discretionary investment management with ongoing financial planning. The firm uses a tailored investment approach that incorporates fundamental and technical analysis, modern portfolio theory, and a variety of investment vehicles, managing over $63 million in discretionary assets.

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.

Thomas Zaleski is the principal advisor at Thomas Capital Management, LLC, an independent investment advisory firm based in Scottsdale, AZ. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, having founded and operated his firm since 1999. Thomas Capital Management, LLC provides discretionary investment management primarily to individual and high-net-worth clients. The firm uses an active management approach with fundamental, technical, and cyclical analysis, tailoring portfolios to clients’ financial situations and risk tolerances, and manages approximately $9.7 million in assets across a compact client base.

Ronald Jensby is the founder and sole advisor of J.W. Advisors Inc. in Phoenix, AZ, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has managed J.W. Advisors since its inception in 1997. J.W. Advisors Inc. provides discretionary investment management to individuals, corporations, and trusts, managing approximately $98.8 million across 94 households. The firm emphasizes fundamental analysis and third-party research, managing portfolios of stocks, bonds, mutual funds, ETFs, CDs, and cash without engaging in market timing or frequent trading.

Minas Kourouglos is a financial advisor at 212 Wealth Management with six years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked with firms including Ameriprise Financial Services and PCF Insurance Services. Outside of his advisory role, he is involved as a minority member or managing partner in several businesses, including an industrial first aid company and a mobile app development firm. 212 Wealth Management is an independent adviser providing fee-based investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities, including institutional portfolios. The firm employs a tactical asset allocation approach based on fundamental analysis, with strategies that incorporate long-term holdings, periodic rebalancing, selective individual stock recommendations, and tax-aware trades.

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.

Joseph Hecht is the principal of JW Hecht Wealth Management LLC in Phoenix, Arizona, with 11 years of experience as a financial advisor. He holds Series 65 and Series 66 licenses and also manages a seasonal income tax preparation business, Joseph W. Hecht, CPA, LLC, which he founded in 2005. He has been leading his wealth management firm since 2014. JW Hecht Wealth Management provides discretionary and non-discretionary portfolio management and consulting services focused on investment and retirement planning for individual clients. The firm employs a diversified investment approach that includes equities, ETFs, mutual funds, debt instruments, and options, along with fundamental and technical analysis and ongoing portfolio monitoring.

Anton Janik, Sr. is a financial advisor at Trident Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Trident Wealth Management since 2006. Trident Wealth Management is a fee-only registered investment adviser serving individuals, trusts, corporations, pension plans, endowments, foundations, charitable organizations, and Arizona-licensed fiduciaries. The firm offers customized portfolio management and investment advice, emphasizing management of accounts for severely disabled individuals through court-appointed fiduciaries and employing a tailored investment process with regular client communications and performance reporting.