Aaron Lawson is a financial advisor at Camelback Capital Management, LLC in Phoenix, AZ, with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms, including First Financial Equity Corp, Aevitas Capital, LLC, Silber Bennett Financial, Inc., and his own Lawson Capital Advisors, LLC. He has been with Camelback Capital Management since 2014. Camelback Capital Management is an independent investment adviser serving individual clients as well as corporations, business entities, and institutional clients. The firm offers discretionary asset management, fixed-income portfolio management, and tax-harvesting services, using fundamental, technical, and cyclical analysis with a variety of long-term and trading strategies tailored to client objectives.

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.

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.

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

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.

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.

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.

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.

Cristina Perez is a CFP® professional with seven years of experience in financial advising. She is the sole advisor at Mindful Millions Management PLLC in Phoenix, AZ. Her prior roles include positions at Endeavor Advisors LLC, Nectarine, and Bayntree Wealth Advisors, among others. In addition to her advisory work, she provides paraplanning services as an independent contractor. Mindful Millions Management serves growth-oriented individuals and households through holistic financial planning and portfolio management. The firm emphasizes long-term asset allocation using primarily low-cost ETFs and mutual funds, offering both ongoing and project-based advisory services within a solo-practitioner model.

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.

Stephen Pomeroy is a financial advisor with RLT Capital, LLC in Phoenix, AZ, holding a Series 65 license and seven years of industry experience. He has been with RLT Capital since 2014 and also serves as principal of Sin Nombre Holdings, LLC, a general holding company involved in buying and selling domain names and collectibles. RLT Capital, LLC acts as investment manager to a privately pooled investment vehicle and selectively manages separate accounts for high net worth clients. The firm employs a research-intensive, value-driven investment approach that focuses on long-term conviction and concentrated equity positions.

Lawrence Innes is the sole advisor at The Innes Associates, Ltd., an independent firm based in Tempe, AZ. He holds Series 63 and Series 65 credentials and has 12 years of industry experience. Outside of his advisory role, he is involved in several business ventures related to cabin rentals and shuttle services in the Grand Canyon area. The Innes Associates, Ltd. provides discretionary investment management and pension and trust accounting services to a range of clients in Arizona, including individuals, trusts, charitable organizations, pension plans, corporations, and municipal government entities. The firm employs a model portfolio approach based on modern portfolio theory and incorporates both fundamental and technical analysis, with a focus on customized risk assessment and ongoing account monitoring.

Michelle Moses is a CFP® with 21 years of industry experience, currently serving as the sole advisor at Me Financial, PLLC in Phoenix, AZ. She has been with Me Financial since 2016 and previously worked at Innovative Advisory Group, LLC. In addition to her advisory role, she is involved in life insurance and annuities, meeting with clients and assessing their needs. Me Financial, LLC is a single-advisor registered investment adviser serving individuals, including high-net-worth clients, as well as corporations and business entities. The firm offers financial planning, portfolio management, and third-party adviser recommendations, focusing on individualized asset allocation and fundamental analysis using ETFs, stocks, money market funds, and occasional private placements.

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.

Jeremy Mcclymonds is a financial advisor at FORM Prosperity Wealth Advisors, LLC in Chandler, AZ, with 17 years of industry experience and a Series 66 designation. His background includes roles with Clarus Wealth Advisors, Crown Capital Securities, and Ash Brokerage, among others. Outside of his advisory work, he manages a real estate business focused on buying and selling land. FORM Prosperity Wealth Advisors, LLC is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers discretionary asset management and integrated financial planning tailored to each client’s goals, time horizon, and risk tolerance, managing over $100 million for more than 300 clients.

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.