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.

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.

Steven Jurich is a financial advisor with Think Wealth Advisory, LLC in Scottsdale, AZ, holding a Series 65 credential and 17 years of industry experience. He has been with Think Wealth Advisory since 2010 and also has a long-standing role at Think Retirement, Inc. since 1996. Outside of advisory work, Mr. Jurich produces a daily retirement-focused radio show for which he is the sole writer and editor, and he is an author of retirement-related content published on platforms including Kiplinger.com. Think Wealth Advisory is an independent, solo practice that provides personalized financial planning and discretionary investment management to individuals, trusts, corporations, and charitable organizations. The firm tailors portfolios to client objectives and risk tolerance and works with third-party sub-advisors for back-office support and trade execution.

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.

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.

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.

Denver Nowicz is a financial advisor with Wealth For Life, LLC and holds a Series 65 designation. He has 12 years of industry experience, including prior roles at Simplicity Wealth, LifePro Asset Management, Regal Investment Advisors, and Ashton Thomas Private Wealth. In addition to his advisory work, he has been an independent insurance agent for over two decades. Wealth For Life, LLC is a single-advisor firm serving individuals and high-net-worth clients with discretionary portfolio management. The firm uses a combination of analytical techniques and a long-term trading approach across mutual funds, equities, fixed income, and ETFs, managing approximately $21.1 million in assets.

Richard Groff II is a financial advisor with TheMoneyMD.com, LLC in Peoria, AZ, holding the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including roles at AdvisorNet Wealth Management and Wealth Management International, Ltd. Groff is also a managing member of Health and Big Wealth, LLC, a bookkeeping entity, and is involved with Family Legacy Planning, LLC, which provides life insurance and annuities. TheMoneyMD.com, LLC offers investment management, financial planning, and third-party manager selection primarily for high-net-worth individuals, trusts, and estates. The firm employs a risk-first, managed-volatility approach using asset allocation and diversification, and maintains non-discretionary assets under management with ongoing portfolio reviews.

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.

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.