Randolph Reinwasser is the sole advisor at Solitude Canyon Investment Advisors, LLC, holding a Series 65 designation with 17 years of industry experience. He has led the firm since 2009. Solitude Canyon Investment Advisors provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, businesses, nonprofits, and qualified retirement plans. The firm emphasizes customized portfolios based on written Investment Policy Statements and a disciplined asset-allocation process, serving both individual and institutional clients, including insurance company accounts and pension or profit-sharing plans.

George Grombacher is a financial advisor with Financial Consulting Professionals, LLC in Scottsdale, AZ, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior experience includes roles at Arcwood Financial LLC, United Planners Financial Services, and Mass Mutual Investors Services. Outside of advisory work, he owns an education and coaching business that operates programs and referral pilots. Financial Consulting Professionals, LLC provides ongoing portfolio management services to individuals, high-net-worth clients, and corporations. The firm employs a long-term trading approach based on cyclical analysis and modern portfolio theory, managing approximately $5 million in client assets across various investment vehicles while typically maintaining discretionary authority to execute transactions on clients’ behalf.

Brent Matthew is a financial advisor with Scottsdale Wealth Advisory LLC in Paradise Valley, AZ, holding Series 65 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at Wells Fargo Investments and Secure Investment Management, among others. In addition to his advisory work, he is a licensed insurance agent involved with annuity and insurance-related business activities. Scottsdale Wealth Advisory offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and qualified employer plans. The firm utilizes a primarily passive, model-based investment approach with third-party strategies and provides ERISA 3(38) fiduciary services along with insurance product offerings.

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.

Susan Linkous is the principal advisor at The Linkous Group, Ltd., an independent firm based in Fountain Hills, AZ. She holds Series 63 and Series 66 licenses and has 28 years of industry experience. Prior to founding The Linkous Group in 2004, she worked at Linsco/Private Ledger. Linkous also serves as a notary public, offering this service pro bono to her clients. The Linkous Group, Ltd. primarily serves individual and high-net-worth clients, providing asset management, financial planning, retirement and employee benefits consulting, and portfolio monitoring. The firm emphasizes individualized, client-approved portfolio solutions, often favoring passive asset-class exposures and DFA mutual funds, and operates predominantly on a non-discretionary basis.

Thomas Zaleski Sr. is the sole advisor at Thomas Capital Management, LLC, an independent firm based in Scottsdale, AZ. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, having founded and operated his firm since 1999. Thomas Capital Management provides discretionary investment management and ongoing portfolio monitoring primarily for individual and high-net-worth clients. The firm employs an active management approach using stocks, bonds, mutual funds, and ETFs, tailoring portfolios to clients’ retirement horizons, risk tolerances, and financial goals.

Minas Kourouglos is the principal advisor at 212 Wealth Management in Scottsdale, AZ, holding Series 65 and Series 66 licenses with seven years of industry experience. His career includes roles at Ameriprise Financial Services and PCF Insurance Services, and he has managed Kouroglos Capital Group LLC since 2008. Outside of advisory work, he is involved as a minority member in an industrial first aid company and participates in mobile app development for passive investment ventures. 212 Wealth Management is an independent, state-registered advisory firm serving individuals, trusts, estates, charitable organizations, and business entities, including institutional clients. The firm employs a tactical asset allocation strategy based on fundamental analysis, offering discretionary and non-discretionary portfolio management with a focus on long-term holdings and periodic rebalancing.

Sean Babin is a CFP®-designated financial advisor with 10 years of industry experience. He is the principal of Babin Wealth Management, an independent firm he founded in 2024 after previously working at Edward Jones, Matson Money Inc, Charles Schwab, and American Wealth Management. From 2016 to 2020, he was also involved with Gwin Wine and Beer LLC. Babin Wealth Management is a fee-only advisory firm serving individuals and businesses with investment management and financial planning. The firm employs asset allocation and Modern Portfolio Theory, combining passive and active strategies to tailor portfolios according to clients’ goals and risk tolerance.

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.

Ilya Kisin is a CFA® charterholder with eight years of industry experience. He is the principal advisor at Kisin Wealth Management LLC in Scottsdale, AZ, where he has worked since 2017. Prior to founding his firm, he was with SSI Investment Management from 2013 to 2019. Kisin Wealth Management LLC is a small independent advisory firm serving individuals, trusts, and estates with fee-based, custom portfolio management. The firm employs a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis, actively utilizing derivatives and option strategies within separately managed accounts.

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.

Townsend Financial’s typical clients are successful high net worth individuals with complex financial lives. They don’t have the time to manage their finances and want to make the best use of their financial resources to have the life they want - today and tomorrow. If this sounds like you, here’s how we can help: BUSINESS OWNERS share similar concerns: *How much do I set aside for taxes? *How much should I pay myself? *My cash flow is uneven, how do I make my business and personal life feel stable? *How do I effectively use my business profits for a rewarding life / business scenario? *Should I delegate by hiring others? *Which operating costs make sense to keep – and which to cut? *What kind of retirement accounts should I have? *What benefits should I offer my employees? *And how do all my business decisions impact my tax planning and financial goals? We work together to answer your questions and set you up for success. HNW INDIVIDUALS share the complex concerns of making the right moves with the resources they have: *What is a smart distribution strategy? *How much can I take a year? *Do my investments align with my goals? Am I too risky or aggressive? *Am I saving as much in taxes as I can? How can I lower my tax bracket? * Do roth conversions make sense? * Do I have the right insurance coverage to protect what I care about? * Should I sell my real estate holdings or keep them? We'll create a sustainable plan for true financial freedom. BIO: I’m located in sunny Scottsdale, Arizona, where you will find me spending time with my husband, twin girls and furry Bernese Mountain Dog Peanut. I work virtually with clients all around the country. Beyond my fondness of numbers, I love yoga, travel and fast cars. Heather graduated from Arizona State University, W.P. Carey School of Business, with a BS in Accountancy. She then worked in the San Francisco and New York offices at Ernst & Young, advising high net-worth individuals and Fortune 500 companies. In London, she served as Financial Director for a top-end property development firm, counseling owners on the best ways to use profits. She is a CFP® (Certified Financial Planner™), CPA (Certified Public Accountant), CEPA (Certified Exit Planning Advisor), and RLP® (Registered Life Planner). In 2020, Heather was named as one of the top Financial Advisors for Millennials by Business Insider. Townsend Financial is a member of NAPFA and XY Planning Network.

Alexander Cudzewicz is the sole advisor at Oak Brook Asset Management, Corporation in Scottsdale, AZ. He holds the PFS™ designation and Series 65 license and has 28 years of industry experience. He has been with Oak Brook Asset Management since 1993. Oak Brook Asset Management is an independent registered investment adviser providing discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, charitable organizations, and business entities. The firm employs asset allocation alongside charting, fundamental and technical analysis, and tactical asset allocation to manage risk, with accounts monitored daily and reviewed quarterly.

Richard Gillons is the principal advisor at RHG Advisors LLC in Scottsdale, AZ, holding a Series 65 designation with 22 years of industry experience. He has worked with Heintz Wealth Management, LLC for nine years and has managed RHG Advisors LLC since 2000. RHG Advisors LLC provides fee-only, discretionary investment management services primarily to existing high-net-worth individuals, deferred compensation plans, and retirement plan participants. The firm focuses on custom diversified portfolios using mutual funds and ETFs, applying a disciplined investment process that includes fundamental, cyclical, charting, and technical analysis to tailor strategies to client objectives and restrictions.

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.

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.

Robert England is a financial advisor at Asset Wealth Advisors, LLC in Scottsdale, AZ, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Asset Wealth Advisors since 2010. Asset Wealth Advisors provides discretionary asset management to individual and high-net-worth clients, developing tailored investment programs that incorporate multiple analysis methods and a range of strategies from long-term holdings to active options trading. The firm manages approximately $15.1 million in assets and emphasizes client-specific objectives and risk tolerances.