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.

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.

Roger Bracken is a financial advisor at Pinnacle Peak Wealth Management in Scottsdale, AZ, with 15 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to founding Pinnacle Peak Wealth Management in 2018, he was associated with Dynamic Wealth Advisors, Inc. since 2016, where he continues to maintain an investment advisor representative role. Pinnacle Peak Wealth Management is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients with financial planning and portfolio management. The firm emphasizes Modern Portfolio Theory combined with fundamental analysis and provides both broad-based and modular planning across various financial topics.

William Luhrs is a financial advisor at Mount Financial Freedom with seven years of industry experience. He holds a Series 65 designation and previously worked at Prism Investment Management, Life Options AZ, and ABB. In addition to his advisory role, Luhrs serves as president and consultant at Executive Scorecard Partners, a quality consulting firm. Mount Financial Freedom is an independent, single-advisor firm serving individuals and small business owners with comprehensive financial planning, portfolio management, and investment advice. The firm emphasizes an investment philosophy based on the Efficient Market Hypothesis, focusing on asset allocation, diversification, and low-cost passive vehicles, and offers educational workshops on retirement, estate planning, and college funding.

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.

Gregg Tushaus is the sole advisor at Big Cedar Investment Advisors in Scottsdale, AZ. He holds a Series 65 designation and has 10 years of industry experience. In addition to his advisory role, he serves as Chief Technology and Strategy Officer at Corporate Central Credit Union and is President of Emergifi, LLC, a technology services company. Big Cedar Investment Advisors provides fee-based portfolio management and financial planning to individuals, accredited investors, family offices, and nonprofit entities. The firm manages approximately $92.2 million in discretionary assets and employs a strategy combining fundamental and technical analysis within a modern portfolio theory framework.

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.

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.

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 of Du Lac Investment Group, LLC in Carefree, AZ, holding Series 63 and Series 65 licenses with 47 years of industry experience. His career includes long-term roles at Wedbush Morgan Securities Inc. and leadership positions at multiple affiliated entities specializing in asset and wealth management. Outside his primary advisory work, Iarocci serves as CEO and president of DCA Asset Management Inc., focusing on investments in both private and public companies. Du Lac Investment Group offers investment management and consulting services to various clients such as pension plans, trusts, and corporations. The firm employs multiple analysis techniques and trading strategies, sponsors its own wrap fee program, and provides consulting on an hourly basis, along with advising on or selecting 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.

Bruce Benham is the sole advisor at Baron Capital Management, LLC in Scottsdale, AZ, where he has worked since 2001. He holds Series 63, 65, and 66 licenses and has 24 years of industry experience. Outside of his advisory role, he maintains a limited position as a designated broker with Showhomes Luxury Staging, a company that places home managers into real estate properties for sale. Baron Capital Management, LLC provides discretionary portfolio management and investment advice primarily to individual clients and a limited number of private business clients. The firm uses a combined top-down and bottom-up analytical approach across global asset classes and manages accounts on an event-driven basis.

Frank Molinar is a CFP® professional with 38 years of experience in financial advisory services. He is the principal of Molinar & Co Financial Advocates and has previously worked with Retirement Consultants, Inc., Verus Capital Partners, LLC, and Securities America, Inc. Molinar is also a professional speaker specializing in personal finance education, particularly for military service members and veterans, and serves as president of the Arizona chapter of the National Speakers Association. Molinar & Co Financial Advocates provides investment management and financial planning services to institutional and organizational clients, including retirement plans, as well as individuals and charitable organizations. The firm integrates financial planning with portfolio construction using a combination of passive and active strategies and offers specialized retirement-plan consulting and ERISA-related investment fiduciary services.

Becki Sutton is a CFP® and CFA® charterholder with 24 years of industry experience. She is the principal of BKS Wealth LLC, a firm she founded in 2024 after working at JBL Wealth Strategies and Financial Sense. The firm serves individuals, high-net-worth clients, trusts, estates, and corporations, providing discretionary asset management and integrated financial planning. BKS Wealth LLC employs a combination of strategic and tactical asset-allocation strategies, incorporating fundamental, technical, and charting analyses, and accepts corporate business clients, which is uncommon for independent single-advisor firms.

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.