Hi! My name is Ben Taylor Poulos. I am a CFP® practitioner. I was born and raised in California and for college I went to the University of Arizona where I completed my B.S in Biology with a focus in Biomedical Sciences. I've been in the valley for 8 years now and this is home. So, who really am I and who are you dealing with? I am first an educator and a listener. All of my life I have naturally gravitated towards people and have wanted to lift everyone around me up. Coming out of High School I really didn't know what was right for my spirit. Was it a teacher? Was it a pastor? Was it going to be a NFL star? (Yeah right) Or at the very least play for the University of Arizona Wildcats? (My Sister's dream) This question lead me to continuing my football career at my local Junior College. While I was playing college football I went through two surgeries which led me down the path of wanting to become a physical therapist. Working through the process of learning how to walk and the excitement I saw on my therapist's face started my path down to Biology. A minor hiccup was the cost of it all and so I thought what's next? As a bartender and working with my local patrons, I found out that a lot of people in the service industry went into Real Estate or Finance. I'm very glad with the decision I made to go into Finance which led me to falling in love with Financial Planning as a career. To be able to give back to individuals, families and my community with a topic you don't get taught in school. Friends, colleagues and even people on the street have told me that I have a face people can trust. And it's true, at the end of the day I will promise that If you take the step with me you will be heard on your wants and needs. And I'll make it my mission to be right next to you helping you make smart financial decisions working towards your goals.​​ I take a lot of pride in how I serve my clients and prospects and that is going to be a cornerstone at B&E Financial Services. Retirement planning, Financial planning, Personal finances or anything relating to a dollar sign, they don't teach you how to manage that in school. You have to go out there and seek out that information, and there is a lot of incorrect information so how do you know what's right for you or wrong? Well that is where I come in with my education approach.

Rodney Mckinnis is a financial advisor with MACC IV Group in Chandler, AZ, holding Series 63 and Series 66 designations and 21 years of industry experience. He has led MACC IV Group since 2005 and is also the managing partner of The McKinnis Consulting Group, a non-financial firm specializing in improving sales results. Additionally, he is the author of the book *Sales Is Simple: From Luck to Leverage*. MACC IV Group is an independent, owner-operated wealth management firm serving individuals and trusts with discretionary portfolio management, retirement planning, and investment planning. The firm emphasizes strategic asset allocation primarily through mutual funds, offers support for employer-qualified retirement plans, and facilitates estate planning via a third-party platform with attorney consultations.

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.

Joseph Vazquez is a financial advisor at Transition Family Wealth with 24 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Wealth Management Solutions, LLC for nine years. Based in Phoenix, AZ, he joined Transition Family Wealth in 2024. Transition Family Wealth is a registered investment adviser serving individuals, high-net-worth clients, and small businesses with financial planning, portfolio management, retirement-plan advice, and pension consulting. The firm’s investment approach combines Modern Portfolio Theory and fundamental analysis, with a focus on scenario analysis and stress testing to address tail-risk and "black swan" events.

Richard Fenger is a CFP® and Series 63 licensed advisor with 28 years of industry experience. He is the owner and principal of Fenger Financial, PLLC in Mesa, AZ, where he has provided investment advisory, accounting, and tax preparation services since 2012. His prior experience includes roles at HD Vest Insurance Agency and Avantax Investment Services. In addition to his advisory work, Fenger operates as an independent insurance agent offering non-variable insurance products. Fenger Financial provides discretionary investment management, financial planning, and small-business retirement plan services to individuals, pension plans, trusts, estates, and business entities. The firm combines active management with strategic asset allocation using mutual funds, ETFs, equities, and bonds, supported by fundamental, technical, and cyclical analysis. It also offers integrated accounting and tax preparation services alongside investment advice, serving a mix of individual and corporate clients.

Thomas Zaleski is the principal advisor at Thomas Capital Management, LLC, an independent investment advisory firm based in Scottsdale, AZ. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, having founded and operated his firm since 1999. Thomas Capital Management, LLC provides discretionary investment management primarily to individual and high-net-worth clients. The firm uses an active management approach with fundamental, technical, and cyclical analysis, tailoring portfolios to clients’ financial situations and risk tolerances, and manages approximately $9.7 million in assets across a compact client base.

Stephen Davis is the sole advisor at Net Worth Solutions LLC in Phoenix, AZ, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Net Worth Solutions since 2004. In addition to his advisory role, Davis is a registered tax professional at eTaxPro LLC, providing individual tax preparation and consulting since 2013. Net Worth Solutions LLC offers discretionary investment management to individuals, trusts, estates, and retirement plan participants. The firm constructs diversified, cost-conscious portfolios using mutual funds and ETFs, with asset allocation tailored to clients’ risk tolerance, time horizon, and tax profile.

Ian Kothe Flescher is a financial advisor with 8 years of industry experience, currently affiliated with 1823 Wealth Management LLC in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and Mutual Securities, Inc. Outside of advising, he operates Flescher Consulting Services, LLC, which provides consulting services primarily to Omni Agent Solutions, LLC. 1823 Wealth Management offers discretionary investment management and integrated financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, business clients, and qualified retirement plans. The firm uses a strategic, diversification-focused asset allocation process informed by multiple analytical approaches and provides plan-level and participant-level retirement consulting services.

Ronald Jensby is the founder and sole advisor of J.W. Advisors Inc. in Phoenix, AZ, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has managed J.W. Advisors since its inception in 1997. J.W. Advisors Inc. provides discretionary investment management to individuals, corporations, and trusts, managing approximately $98.8 million across 94 households. The firm emphasizes fundamental analysis and third-party research, managing portfolios of stocks, bonds, mutual funds, ETFs, CDs, and cash without engaging in market timing or frequent trading.

Minas Kourouglos is a financial advisor at 212 Wealth Management with six years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked with firms including Ameriprise Financial Services and PCF Insurance Services. Outside of his advisory role, he is involved as a minority member or managing partner in several businesses, including an industrial first aid company and a mobile app development firm. 212 Wealth Management is an independent adviser providing fee-based investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities, including institutional portfolios. The firm employs a tactical asset allocation approach based on fundamental analysis, with strategies that incorporate long-term holdings, periodic rebalancing, selective individual stock recommendations, and tax-aware trades.

Sean Babin is a CFP® and Series 66 registered financial advisor with nine years of industry experience. He is the principal of Babin Wealth Management, an independent firm he founded in 2024 after working at Edward Jones and Matson Money Inc. From 2016 to 2020, he was also involved with Gwin Wine and Beer LLC. Babin Wealth Management is a fee-only firm serving individuals and businesses with investment management and comprehensive financial planning. The firm applies a process grounded in asset allocation and Modern Portfolio Theory, blending passive and active strategies tailored to client goals and risk tolerance.

Joseph Hecht is the principal of JW Hecht Wealth Management LLC in Phoenix, Arizona, with 11 years of experience as a financial advisor. He holds Series 65 and Series 66 licenses and also manages a seasonal income tax preparation business, Joseph W. Hecht, CPA, LLC, which he founded in 2005. He has been leading his wealth management firm since 2014. JW Hecht Wealth Management provides discretionary and non-discretionary portfolio management and consulting services focused on investment and retirement planning for individual clients. The firm employs a diversified investment approach that includes equities, ETFs, mutual funds, debt instruments, and options, along with fundamental and technical analysis and ongoing portfolio monitoring.

Ryan Sublette is a financial advisor at Path Wealth Management, LLC in Chandler, Arizona, holding a Series 65 license with 10 years of industry experience. He has worked at Path Wealth Management since 2018 and concurrently manages an independent insurance agency, Sublette Financial & Insurance Services LLC. Prior to this, he held roles at The Money Source Insurance and Nova Insurance. Path Wealth Management provides customized portfolio management services to individual investors, trusts, estates, retirement accounts, high-net-worth clients, and business entities. The firm focuses on long-term planning, diversified asset allocation, and combines fundamental and technical analysis using a variety of investment strategies and security types.

Ian Rodgers is a CFP® professional with 21 years of experience in financial advising. He currently leads Four Peaks Planning and Investments LLC, an independent advisory firm he founded in 2019. Prior to that, he worked at Merrill Lynch from 2014 to 2019. Rodgers serves on the Board of Directors and chairs the Investment Committee for the Goodwill of Central and Northern Arizona, where he oversees the selection and monitoring of outside investment managers. Four Peaks Planning and Investments LLC manages approximately $55 million for nearly 150 clients, offering personalized portfolio management and financial planning. The firm uses fundamental analysis and modern portfolio theory to guide investment decisions and provides public educational seminars at no cost.

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.

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.

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.

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.