Joseph Hecht is the principal advisor at JW Hecht Wealth Management LLC in Phoenix, AZ, holding Series 65 and Series 66 licenses with 11 years of experience in financial advising. He also manages Joseph W. Hecht, CPA, LLC, a seasonal income tax preparation business he founded in 2005. 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 uses a diversified investment approach that includes equities, ETFs, mutual funds, fixed income, and options strategies, with continuous portfolio monitoring and periodic rebalancing.

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.

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.

Brian Springsteel is a CFP® and PFS™ credentialed advisor with 13 years of industry experience. He is the founder and sole advisor at Springsteel Investment Advisors, LLC, where he has worked since 2012. In addition to his advisory role, he serves as Vice President of Springsteel PC, a CPA practice offering tax preparation and planning services. Springsteel Investment Advisors provides discretionary portfolio management and financial planning to individuals, corporations, non-profits, and retirement plan sponsors. The firm uses a long-term, fundamentals-based investment approach with diversified portfolios and offers a combination of individual wealth management and retirement-plan fiduciary services.

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 the principal advisor at Pinnacle Peak Wealth Management in Scottsdale, AZ, with 16 years of experience in the financial industry. He holds Series 63, Series 65, and Series 66 licenses and has worked at several firms, including Charles Schwab and TD Ameritrade. Since 2016, he has also maintained an investment advisor role with Dynamic Wealth Advisors, Inc. Pinnacle Peak Wealth Management is an independent, single-advisor registered investment adviser serving individuals and high-net-worth clients. The firm provides comprehensive financial planning and portfolio management using diversified investments and Modern Portfolio Theory principles, managing approximately $31.2 million in client assets.

William Luhrs III is a financial advisor at Mount Financial Freedom with eight years of industry experience. He holds a Series 65 designation and has worked at Prism Investment Management and Life Options AZ, in addition to his current role. Luhrs is also president and consultant at Executive Scorecard Partners, a quality consulting firm. Mount Financial Freedom provides comprehensive financial planning and portfolio management services to individual, high-net-worth clients, and small business owners. The firm employs an investment approach based on the Efficient Market Hypothesis, using passive, low-cost ETFs and mutual funds tailored to clients’ risk tolerance and objectives, and offers educational workshops as part of its client engagement.

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.

Gregg Tushaus is a financial advisor at Big Cedar Investment Advisors in Scottsdale, AZ, holding a Series 65 credential with 11 years of industry experience. He also serves as Chief Technology and Strategy Officer at Corporate Central Credit Union and is President of Emergifi, LLC, a technology service company. Big Cedar Investment Advisors provides fee-based portfolio management and financial planning to individuals, accredited investors, family offices, and nonprofit endowments, using a combination of fundamental and technical analysis within a modern portfolio theory framework. The firm emphasizes institutional-cost structures, global diversification, and tax awareness while managing approximately $92 million in discretionary 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.

Hal Jolley is the principal of Jolley Wealth Management, LLC in Scottsdale, AZ, holding CFA® and Series 66 credentials with one year of industry experience. He has been involved with Invidasys, Inc. since 2013 and manages Jolley Company, LLC, an accounting and CPA firm, on a part-time basis. Jolley Wealth Management, LLC provides portfolio management, financial planning, consulting, and qualified plan design to individuals, businesses, non-profits, trusts, and estates. The firm employs a tailored investment process emphasizing fundamental and quantitative analysis, integrated with tax and accounting services through its affiliation with an accounting entity.

Kevin Brucher is a financial advisor at Silver Leaf Financial, Inc. in Scottsdale, AZ, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Silver Leaf Financial since 2003. In addition to his advisory role, he is licensed as an insurance agent for life products. Silver Leaf Financial provides portfolio management, advisory selection, and consulting services primarily to individual investors. The firm offers both discretionary and non-discretionary management, tailoring portfolios using model strategies and a range of investment instruments while monitoring client objectives and risk tolerance.

Anthony Iarocci Jr. is the principal at Du Lac Investment Group, LLC, an independent advisory firm based in Carefree, Arizona. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. His career includes long-term roles at Wedbush Morgan Securities Inc. and leadership positions at several affiliated investment management and advisory firms. In addition to his advisory work, he serves as CEO and president of related asset management companies involved in investing in private and public entities. Du Lac Investment Group provides investment management and consulting services to a variety of clients, including pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of fundamental, technical, charting, and cyclical analysis and offers discretionary trading, wrap fee programs, and consulting services, with a focus on both direct investment oversight and selection of other investment managers.

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.

Gregory Viechnicki is the principal of Viechnicki Wealth Management, LLC, an independent advisory firm based in Scottsdale, AZ. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, including prior work at Berthel Fisher & Company Financial Services, Inc. Outside of advisory work, he has been involved as a sales representative for bathroom remodels with Dreamstyle Remodeling. Viechnicki Wealth Management, LLC serves individual and high-net-worth clients with non-discretionary portfolio management, offering investment advice across various securities and assisting in selecting third-party money managers. The firm’s process integrates fundamental and technical analysis with modern portfolio theory, implementing decisions in consultation with clients rather than through discretionary trading.

Andrew Mulindwa is a CFA® charterholder and the founder of Cognis Retirement Group LLC, where he has worked since 2013. He has 11 years of industry experience and serves as a director and co-founder of Cognis Private Markets. Mulindwa is also a visiting professor at local universities. Cognis Retirement Group provides fiduciary advisory and investment management services to retirement plan sponsors and private investors, focusing on plan governance, investment-menu construction, and participant education. The firm utilizes fundamental analysis for asset allocation and manager selection and offers various managed account and retirement income planning solutions, including third-party manager implementations and educational seminars.

David Walsvick is the sole advisor at Walsvick Wealth Management in Phoenix, AZ, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has managed his own firm since 2014 and serves as a Health Services Officer in the US Air Force Reserve. Additionally, he works as an accountant and tax preparer. Walsvick Wealth Management is a single-advisor independent firm serving individual and high-net-worth clients. The firm focuses on client-specific Investment Policy Statements and uses a primarily non-discretionary approach, integrating portfolio management with tax preparation, accounting, and insurance services.

Frank Molinar is a CFP®-certified financial advisor with 39 years of industry experience, currently leading Molinar & Co Financial Advocates. His prior roles include positions at Retirement Consultants, Inc., Verus Capital Partners, LLC, and Securities America, Inc. Molinar provides pro bono financial counseling to veterans and active military members and serves as president of the Arizona chapter of the National Speakers Association, where he supports professional and aspiring speakers. Molinar & Co Financial Advocates offers investment management and financial planning services to institutional and organizational clients, including retirement plans, as well as individuals and corporations. The firm combines financial planning with portfolio construction using both passive and active strategies and is notable for its focus on retirement-plan consulting and ERISA fiduciary services.

Richard Getzen is the managing principal and president of The Getzen Group, Inc. in Scottsdale, AZ. He holds the CFP® and ChFC® designations and has 28 years of experience in financial advisory services. He has led The Getzen Group since its founding in 1996. Outside of investment management, he is involved in comprehensive financial planning, estate planning, legal document preparation, insurance sales, and tax preparation through affiliated entities. The Getzen Group, Inc. is a small advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management and wealth-planning services tailored to client-specific investment policy statements, utilizing a range of investment strategies and maintaining custody through independent custodians.