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.

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.

George Steer is the sole advisor at Sedona Asset Management Services, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has worked exclusively with Sedona Asset Management since 2004. Sedona Asset Management provides continuous, discretionary asset management primarily to individual and high-net-worth clients, as well as pension plans, trusts, estates, and business entities. The firm employs a long-term global macro-economic approach supplemented by trend-following strategies, offering tailored portfolio management and financial planning without a stated account minimum.

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, with 22 years of industry experience and a Series 65 credential. He has worked at Heintz Wealth Management, LLC since 2017 and has been with RHG Advisors LLC since 2000. RHG Advisors LLC is a small, state-registered investment adviser serving high-net-worth individuals and participants in deferred compensation and retirement plans. The firm employs a customized, diversified investment approach using mutual funds and ETFs, emphasizing long-term holding with tactical asset allocation and systematic rebalancing, while honoring legacy client agreements and not accepting new clients.

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 at Wealth For Life, LLC with 11 years of industry experience. He holds a Series 65 credential and has worked at firms including LifePro Asset Management, Regal Investment Advisors, and Ashton Thomas Private Wealth. In addition to his advisory work, he is an independent insurance agent with over 25 years in the insurance business. Wealth For Life, LLC provides portfolio management and investment advisory services primarily to individuals and high-net-worth clients. The firm uses a combination of analytical methods and focuses on long-term trading strategies across various asset classes, with discretionary portfolio management guided by written Investment Policy Statements.

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.