Yuerg Eichmann is a financial advisor with Swiss American Asset Management, holding a Series 65 designation and over 11 years of industry experience. He has worked at Swiss American Advisors, LLC and Horter Investment Management, among other firms. In addition to his advisory role, he is a licensed real estate agent with Homesmart and operates an independent insurance advisory business where he creates financial retirement plans and sells annuities, life insurance, and long-term care products. Swiss American Asset Management is an independent, single-advisor registered investment adviser that provides portfolio oversight and manager selection services to individual and high-net-worth clients, focusing on aligning assets with risk-based model portfolios through third-party sub-advisers.

Guilford Nergard is a CFP® professional with 33 years of industry experience, currently serving as the sole advisor at Nergard Wealth Management, LLC. His prior experience includes roles at SB Advisory, Newbridge Financial Services Group, Newbridge Securities Corp., and Raymond James & Associates. He is also active as an insurance agent specializing in variable life and annuity products. Nergard Wealth Management provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, business owners, and estates. The firm employs a blend of fundamental, technical, charting, and cyclical analysis to manage portfolios that include mutual funds, equities, ETFs, fixed income, and options.

Jaime Hinojosa is a CFP®-certified financial advisor with 44 years of industry experience. He has been the owner of Quality Wealth Management since 2003 and previously worked at Osaic Wealth, Inc. and Signator Investors, Inc. He operates as a sole proprietor and provides financial planning services to a select group of clients. Quality Wealth Management serves individuals, professionals, business owners, trusts, estates, and pension and profit-sharing plans by delivering comprehensive financial plans covering retirement, tax, insurance, education funding, estate, and business succession topics. The firm focuses on planning and recommendations with periodic reviews, emphasizing fee, retainer, or hourly engagements rather than asset-based management.

Tara Capp is a financial advisor with Fresh Forward Financial Planning, LLC, holding a Series 65 credential and beginning her advisory career in 2024. She has prior experience at Zions Bancorporation and National Bank of Arizona, and concurrently works as a tax preparer with Jackson Hewitt Tax Services. Fresh Forward Financial Planning, LLC provides investment management and financial planning services to individuals and high-net-worth clients, employing a mix of passive and active strategies grounded in asset allocation and modern portfolio theory. The firm emphasizes selecting and monitoring outside managers and offers flexible billing options including hourly and fixed-project fees.

I specialize in helping software developers and data engineers at tech companies navigate the complexity of equity compensation (RSUs, ESPPs, ISOs) and maximize their wealth through strategic tax planning. If you're vesting six figures in company stock annually and wondering how to optimize the tax hit, when to sell, and how to diversify without leaving money on the table—I can help. TYPICAL CLIENT: - $200K-500K household income - $100K-300K+ vesting in RSUs annually - Works at companies like Microsoft, Amazon, Google, Meta, Apple, Salesforce, Adobe, Intel, etc. - Dealing with: Tax complexity, concentration risk, when-to-sell decisions, Mega Backdoor Roth eligibility, AMT on ISOs MY EXPERTISE: - Equity compensation optimization (RSUs, ESPPs, ISOs) - Strategic tax planning for high earners - Diversification strategies & concentration risk management - Tech industry benefits analysis & optimization I translate complex financial strategies into clear action plans—because you'd rather spend your time coding than Googling "what happens if I exercise my ISOs." While my expertise is rooted in the tech community, I'm always happy to have a conversation with high-earning individuals and families ($200K+ household income) who value comprehensive financial planning and strategic tax optimization. If you're dealing with complex financial situations—regardless of industry—let's talk. CREDENTIALS: - CERTIFIED FINANCIAL PLANNER™ Professional - NAPFA Board Member (Genesis Board) - B.S. Finance, Magna Cum Laude | Arizona State University - Fee-Only Fiduciary Based in Arizona, serving clients nationwide via virtual meetings.

Martin Guerrero is a CFA® charterholder and holds a Series 63 license, with four years of industry experience. He has worked at Meridian Passage since 2025 and previously held roles at TerraNova Capital Equities, Courtyard Advisors, Rhythm Beverage Group, Circle AMG, and SunChase Holdings. Outside of his advisory work, he serves as a director for Agave Pay, Inc., a payment processing company, advising on corporate strategy. Meridian Passage, LLC provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, and businesses. The firm’s investment approach is based on Modern Portfolio Theory, focusing on personalized financial plans and investment policy statements, using mainly passive, low-cost funds and managing accounts under client-granted discretionary authority.

I've had a very diverse career. I’ve worked with a large book of high-net-worth families, as a manager with a retirement plan group, and as a coach and leader of financial advisors. These roles have given me the opportunity to see financial planning from many different perspectives and a depth of experience. I ultimately started Sage Saguaro Financial Planning because I wanted to focus on the part of this profession I enjoy most: working directly with people, solving problems, and building relationships that last. My favorite part of my 15+ years in the financial services industry has been crafting creative solutions to my clients’ financial challenges. Working with over 600 high-net-worth households really shows you that everyone's financial journey is unique. In providing these genuine and personal solutions, I’ve had the privilege of being there for clients during pivotal moments in their lives, and I’ve always appreciated the trust they place in me during those times. As an independent, fee-only advisor, I’m able to focus on what matters most to each client. My approach is comprehensive and practical, bringing together investments, retirement, taxes, estate planning, and the other pieces of a client’s financial life. I want my clients to understand not only what I recommend, but why it makes sense for them. While I might not have a truly unique niche, as a Millennial who has seen many friends and family members deal with the Student Loan crisis, I have created resources to provide often overlooked families with significant student loan obligations with financial planning options that can help them gain confidence in navigating their student debt situation and plan for the future. I’m based in the Greater Phoenix area and work with clients locally and virtually across the country. My goal is to be someone my clients can turn to when an important financial decision arises, someone who knows their story, understands what they’re trying to accomplish, and can help them navigate the decisions along the way. Personally, I'm both an undergrad and graduate student of Arizona State University and a proud Sun Devil, being an ASU football season ticket holder since 2010. My family loves music, where I dabble with the bass in a garage band, and my wife teaches piano. My wife and I, and our two daughters, also love to travel.

Kyle Rakestraw is a financial advisor at Verab Financial Advisory LLC in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Honeywell International and a period of retirement. Verab Financial Advisory is an independent firm serving individual clients seeking financial literacy, budgeting, retirement planning, and decision support. The firm focuses on client education and guidance without discretionary portfolio management, using analysis and AI tools to support personalized recommendations.

Robert Burger is a CFP®-certified financial advisor with 26 years of industry experience. He is the sole advisor at Disciplined Money, LLC, an independent firm he has led since 2015 in Phoenix, AZ. The firm provides financial planning, investment consultation, and portfolio management primarily to individual investors and their families, occasionally working with retirement plans connected to existing clients. Disciplined Money follows an investment approach based on Modern Portfolio Theory and the efficient market hypothesis, focusing on diversified portfolios using mutual funds and ETFs, and typically manages client assets directly without outsourcing.

Johnny Burris is the sole advisor at Burris Wealth Management, Inc. in Surprise, AZ, holding Series 63, 65, and 66 licenses with 28 years of industry experience. He has led Burris Wealth Management since 2014. Outside of advisory services, he is a licensed real estate broker involved in real estate activities through his firm. Burris Wealth Management provides discretionary investment management, financial planning, and tax planning/preparation services to individuals, trusts, estates, charitable organizations, and businesses. The firm customizes portfolios based on client-specific factors and employs a range of trading strategies, with a notable affiliation to real estate brokerage services.

Matthew Baker is a financial advisor with Legacy Cornerstone Wealth LLC in Peoria, AZ. He holds the ChFC® designation and has 12 years of industry experience. Prior to joining Legacy Cornerstone Wealth, he worked at several firms including Cetera and Avantax Insurance Agency, and he is a managing partner at Epic Trust Investment Advisors LLC. Legacy Cornerstone Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment models and provides ERISA and qualified-plan services to its clients.

Todd Downing is the principal advisor at Financial Counsel, LLC, an independent firm based in Surprise, Arizona. He holds the ChFC® designation and a Series 63 license, with 14 years of industry experience and 25 years operating Financial Counsel, LLC. Outside of advisory services, he has been a licensed insurance agent since 1987, appointed with various life, health, and disability insurance companies. Financial Counsel, LLC serves individual investors and institutional clients, including pension and profit-sharing plans, trusts, estates, and corporations. The firm uses a Modern Portfolio Theory framework and primarily manages assets through SEI-sponsored third-party programs, offering personalized portfolio management and financial planning.

Eric Matthews is a financial advisor at EDM Capital, LLC in Phoenix, Arizona, holding a Series 65 designation with 13 years of industry experience. He has worked at EDM Capital since 2017 and previously spent two years at LourdMurray (Lourd Capital, LLC). EDM Capital provides discretionary asset management, financial planning, and consulting services to individuals, trusts, corporations, and retirement plans. The firm uses model portfolios with six risk-based allocations and three management styles, including a traditional smart-beta multi-factor approach, a tax-managed option, and a Catholic/Christian socially responsible investment strategy following USCCB guidelines.

Timothy Fleming is a CFP® with 28 years of industry experience, currently operating as the sole advisor at Fleming Wealth Strategies, LLC since 2013. He also maintains a long-term affiliation with LPL Financial dating back to 2010. Outside of his advisory work, Fleming is involved in a family business that manages a cycling team and organizes group rides, and he owns a soccer coaching and tournament business; he additionally coaches soccer for the Deer Valley School District. Fleming Wealth Strategies is an independent registered investment adviser managing approximately $41.3 million for about 70 clients, including individuals, pension plans, trusts, estates, and business entities. The firm offers customized portfolio management, financial planning, and pension consulting, utilizing a combination of investment strategies tailored to client objectives and risk tolerance.

Terry Salomon is the sole advisor at T.A. Salomon Asset Management PLLC in Phoenix, AZ, holding Series 63 and Series 66 designations with 16 years of industry experience. He has led his independent firm since 2013, focusing on discretionary portfolio management and financial planning. T.A. Salomon Asset Management serves individual and high-net-worth clients by preparing individualized Investment Policy Statements that outline client goals and risk tolerance. The firm employs a combined fundamental and cyclical analysis investment approach, utilizing both long-term and short-term trading strategies with discretionary trading authority.

Mitchell Eaton is a financial advisor at Legacy Wealth Advisors, LTD. based in Phoenix, AZ. He holds a Series 65 designation and has three years of industry experience. Prior to joining Legacy Wealth Advisors, he worked at E&K Accounting and was affiliated with the University of Arizona. Legacy Wealth Advisors, LTD. provides discretionary and limited non-discretionary asset management and financial planning to individuals, high-net-worth clients, and some institutions. The firm develops written investment policies tailored to each client and employs both fundamental and technical analysis to manage portfolios focused on publicly liquid securities, with ongoing monitoring and rebalancing.

Abdul Hakeem Hamdan is the sole advisor at Groundwork Financial Partners and holds a Series 65 designation. He has professional experience in both financial advisory and dental practice management, including roles at Dental Financial Partners PLLC and Phoenix Biological Dentistry. Prior to his current work, he spent six years at Black & Veatch. Groundwork Financial Partners provides investment management and advisory services to individuals, employer-sponsored retirement plans, and other entities, offering a range of financial planning, tax support, and retirement consulting services. The firm combines fundamental, technical, and cyclical analysis in its portfolio construction and maintains a close relationship with related accounting and tax practices.

Wilbert Guilford Jr. is a CFP® professional with nine years of industry experience and operates Wilbert Guilford, CFP, PLLC in Phoenix, AZ. He has worked in tax and business consulting since 1991 as a CPA and has provided personal financial counseling through Zeiders Enterprises since 2015. Guilford also maintains an affiliated accounting practice where he prepares income tax returns and offers tax-related advice. His firm offers commission-free, fee-only financial planning and consulting to individuals, families, and small businesses, focusing on retirement, college savings, estate planning, insurance review, and business development. Operating under a fiduciary standard, the firm develops investment policy statements and asset-allocation models primarily using no-load mutual funds and passive index vehicles, without exercising portfolio management discretion or custody of client assets.

Dean Domask is the principal advisor at Domask Wealth Management, LLC in Phoenix, AZ, holding the CFP® and Series 63 designations with 15 years of industry experience. He has led Domask Wealth Management since its founding in 2010. Domask Wealth Management provides ongoing wealth management and financial planning primarily for individual households, as well as pension and profit-sharing plan clients, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and pension consulting services, including plan reviews and participant education seminars, with a focus on tailored investment strategies and a formal pension consulting offering that includes an ERISA fiduciary role for plan sponsors.

Dave Hutchison is a CFP® with 45 years of industry experience and is the sole advisor at Hutchison Investment Advisors in Phoenix, AZ. He has been with Hutchison Investment Advisors Inc. since 1988 and previously at Cetera and Cetera Advisors LLC. Hutchison Investment Advisors serves a small client base with personalized financial planning and non-discretionary investment recommendations, focusing on individual clients, profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes diversified, buy-and-hold portfolios and operates as a small, self-supervised practice without discretionary management or custody of client assets.