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.

Michael Tarascio is a CFP® with four years of industry experience, currently serving as the sole advisor at Tarascio Financial Planning, LLC in Mesa, AZ. Prior to founding his firm, he worked at JPMorgan Chase bank for eight years. Tarascio Financial Planning, LLC provides investment management and financial planning services to individuals, corporations, and employer-sponsored retirement plans. The firm emphasizes passive investment strategies using index funds and ETFs, alongside corporate retirement plan consulting and employee financial wellness programs.

Matthew Sylvester is the principal of Saffron Consulting Services LLC in Chandler, AZ, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Homes Direct since 2018, in addition to his self-employed insurance sales and business consulting activities that began in 2008. Saffron Consulting Services LLC provides investment advisory and retirement plan consulting primarily to pension plans, plan sponsors, and institutional clients, as well as business owners and affluent individuals. The firm’s investment process focuses on written Investment Policy Statements, asset allocation, manager selection, and periodic rebalancing, typically implementing client instructions on a non-discretionary basis.

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.

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 sole advisor at RHG Advisors LLC, an independent firm based in Scottsdale, AZ. He holds a Series 65 designation and has 22 years of industry experience, including nine years at Heintz Wealth Management and over two decades at RHG Advisors. RHG Advisors LLC is a state-registered investment adviser that provides discretionary management for high-net-worth individuals and deferred compensation and retirement plan participants. The firm employs a customized, account-by-account approach focused on diversification, long-term holding with tactical adjustments, and uses a combination of fundamental, cyclical, charting, and technical analysis in fund selection.

At Pro Path Financial, we live by one mantra: Goals, Plan, Assets – in that order. We begin by obtaining a complete understanding of your most cherished goals and move on through the process once we have a strong comprehension of what you want to achieve. We then build a plan that achieves those goals, which includes an estimate of how much capital you will need. Lastly, we manage and accumulate assets to support the plan that is intended to achieve your goals. Read Thatcher's blog here: https://www.propathfinancial.com/blog

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.

Lynda Heist is a financial advisor at L. Jane Heist Wealth Management, Inc. in Scottsdale, AZ, holding a PFS™ designation and a Series 65 license with 22 years of industry experience. She has operated her wealth management firm since 2010 and has run a CPA practice focused on tax compliance and consulting since 2003. Her firm provides discretionary, fee-only investment management services to individuals, their trusts, and retirement accounts. The firm emphasizes tailored portfolios using a mix of individual stocks, bonds, mutual funds, ETFs, and money market instruments, combined with ongoing monitoring and risk management strategies. The affiliated CPA practice offers tax planning and compliance services alongside investment management, including work with 401(k) plans.

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.

Robert Siddoway is a CFP® with 14 years of industry experience, currently serving as the sole advisor at Tetrant Financial in Queen Creek, AZ. His prior experience includes a role at Dana & Associates and involvement with Tetrant Legal and Tetrant LLC, through which he manages estate planning, insurance brokering, and philanthropic consulting activities. Tetrant Financial provides investment portfolio management and modular personal financial planning for individuals, high-net-worth families, trusts, foundations, and corporate clients. The firm combines quantitative, technical, and fundamental analysis with tactical cash management and risk management, integrating investment advice with estate-planning and insurance services through affiliated businesses.

Monica Felton is a CFP® with 15 years of experience in financial advising, currently serving as the sole advisor at The Elliott Group in Scottsdale, AZ. She has been with The Elliott Group Financial Solutions since 2011 and also operates as an independent insurance agent. The Elliott Group offers financial planning and consulting services to individuals and high-net-worth clients, focusing on retirement, tax, estate, and investment planning. The firm uses a co-advisory model with a third-party manager for portfolio management while maintaining direct client relationships and personalized financial guidance.

Raymond Kelsey is a financial advisor at Finco Investment Services, Inc. in Gilbert, AZ, holding a Series 65 designation with 20 years of industry experience. He has been with Finco since 2012. Finco Investment Services, Inc. serves individuals, trusts, estates, charitable organizations, corporations, and other business entities, providing discretionary portfolio management along with financial consulting and planning services. The firm employs a proprietary screening process combining fundamental and technical analysis to tailor investment allocations based on client risk tolerance and time horizon.

Cortney Giles is a CFP® professional with 12 years of experience in the financial industry. She has worked at Archstone Wealth Advisors, LLC since 2019 and previously spent five years at MMWKM Advisors, LLC. Archstone Wealth Advisors provides wealth management planning, investment management, tax preparation, and educational seminars to individuals, families, trusts, businesses, estates, and other advisers. The firm offers discretionary portfolio management and coordinates with independent managers as needed, integrating tax planning into its advisory process and using a flat, net-worth-and-complexity-based fee structure.

CURRENTS Wealth Strategies is a fiduciary, fee-only wealth management practice built to be 100% aligned with you. We provide a more personal, holistic approach to wealth management, built with modern tech infrastructure and advanced tools for transparency and insights - while staying true to genuine, human partnership. CURRENTS is specifically built for those preparing for or approaching retirement with $500k+ in assets who want a partner to help with: → The "Retirement Paycheck": Create reliable, sustainable income. → Tailored Investment Strategies: Long-term approach to thrive through business cycles, minimize taxes, and capture market inefficiencies. → Tax Planning: Keep more of what you’ve spent a lifetime building. → Legacy & Impact: Align your wealth with your family’s unique vision and purpose. If you’re looking for independent advice that puts your family first, let’s connect.

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.

Michael Furois is a CFP® and Series 65-credentialed financial advisor with 27 years of industry experience. He has been the principal at The Planning Associates, Inc. in Phoenix, AZ since 1991. The Planning Associates provides fee-only, fiduciary financial planning and investment advisory services to individuals and institutional clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment philosophy with a blend of fundamental, technical, and cyclical analysis, offering both ongoing asset management and project-based planning engagements.

David Gerszewski is a financial advisor with Vivere Wealth Management LLC in Chandler, AZ, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has concurrently maintained roles at Citadel Law Firm PLLC as an estate-planning attorney and at Gerszewski Insurance as an insurance agent. Vivere Wealth Management serves individuals, married couples, trusts, and estates by offering financial planning, investment advisory services, and portfolio management. The firm follows a Modern Portfolio Theory-based approach with diversified, low-cost mutual funds and ETFs, periodic rebalancing, and optional tax-loss harvesting, while also providing educational seminars and newsletters.