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.

Matthew Agnetti is a financial advisor at ClearView Private Wealth with one year of industry experience. He holds a Series 65 designation and has prior work experience at American Income Life Insurance Company and in the nutrition industry. Agnetti maintains an active insurance license for life, health, and annuity products, though he is not currently contracted with any carriers. ClearView Private Wealth provides discretionary portfolio management and project-based financial planning services using a blended investment process that combines fundamental security selection with technical analysis. The firm serves clients under various fee arrangements and employs a core-satellite approach tailored to client risk profiles.

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.

Michelle Moses is a Certified Financial Planner® with 21 years of industry experience, currently serving as the sole advisor at Me Financial, PLLC in Phoenix, AZ. Her prior experience includes roles at ON Investment Management CO and Innovative Advisory Group, LLC. She is also involved part-time in life insurance and annuities, assisting clients with needs assessment and application processes. Me Financial, LLC is an independent 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 the use of third-party advisers, focusing on individualized asset allocation and fundamental analysis through a range of investment vehicles including ETFs, stocks, and Reg D private placements.

Yuerg Eichmann is a financial advisor with Swiss American Asset Management, holding a Series 65 designation and over 11 years of industry experience. He has worked at Swiss American Advisors, LLC and Horter Investment Management, among other firms. In addition to his advisory role, he is a licensed real estate agent with Homesmart and operates an independent insurance advisory business where he creates financial retirement plans and sells annuities, life insurance, and long-term care products. Swiss American Asset Management is an independent, single-advisor registered investment adviser that provides portfolio oversight and manager selection services to individual and high-net-worth clients, focusing on aligning assets with risk-based model portfolios through third-party sub-advisers.

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®-certified financial advisor with 39 years of industry experience, currently leading Molinar & Co Financial Advocates. His prior roles include positions at Retirement Consultants, Inc., Verus Capital Partners, LLC, and Securities America, Inc. Molinar provides pro bono financial counseling to veterans and active military members and serves as president of the Arizona chapter of the National Speakers Association, where he supports professional and aspiring speakers. Molinar & Co Financial Advocates offers investment management and financial planning services to institutional and organizational clients, including retirement plans, as well as individuals and corporations. The firm combines financial planning with portfolio construction using both passive and active strategies and is notable for its focus on retirement-plan consulting and ERISA 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.

Kirke Meeks is a CFA® charterholder with 14 years of industry experience. He is the principal advisor at Meeks Wealth Management, LLC, an independent firm he has led since 2019. Prior to founding this firm, he worked at BMO Private Bank from 2010 to 2018 and managed Meeks Investment Management, LLC from 2009 to 2019. Meeks Wealth Management provides comprehensive portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm emphasizes a non-discretionary approach, combining various analytical methods and tailored investment solutions to align portfolios with client objectives and risk tolerance.

David Schiller is a CFP® professional with 14 years of experience, currently serving as the sole advisor at Aegis Wealth Partners, LLC in Phoenix, AZ. He has been with Aegis Wealth Partners since 2014. Mr. Schiller holds a life and health insurance license in Arizona, which is set to expire in August 2024, though he no longer conducts insurance business. Aegis Wealth Partners provides investment advisory and financial planning services to individual investors and employer-sponsored retirement plans. The firm emphasizes structured retirement-plan consulting and investor education, offering portfolio management, comprehensive financial planning, and guidance on insurance products such as annuities.

Seth Thompson is a CFP® and ChFC® at Forward Financial Planning LLC in Phoenix, AZ, with four years of experience in financial advising. His prior roles include positions at Accenture and CTC | myCFO. He maintains full-time employment outside the advisory business. Forward Financial Planning serves individual clients, including high-net-worth households, employer plan sponsors, and small-business owners, offering financial planning, investment management, retirement plan consulting, and tax preparation. The firm employs a passive investment approach focused on ETFs and mutual funds and integrates methods such as Modern Portfolio Theory and technical analysis.

Kaitlin Krozel is a financial advisor with Krozell Capital Management, LLC in Scottsdale, AZ, holding a Series 66 designation and with 12 years of industry experience. She has operated Krozell Capital Tax, LLC since 2016, providing tax preparation and managing the business. Krozell Capital Management offers investment advisory and financial planning services to individual and high-net-worth clients, focusing on tailored advice using asset allocation, dollar-cost averaging, technical analysis, and both short- and long-term strategies. The firm integrates tax considerations into its investment process and provides discretionary portfolio management alongside project-based financial planning and independent third-party money manager selection.

I specialize in helping software developers and data engineers at tech companies navigate the complexity of equity compensation (RSUs, ESPPs, ISOs) and maximize their wealth through strategic tax planning. If you're vesting six figures in company stock annually and wondering how to optimize the tax hit, when to sell, and how to diversify without leaving money on the table—I can help. TYPICAL CLIENT: - $200K-500K household income - $100K-300K+ vesting in RSUs annually - Works at companies like Microsoft, Amazon, Google, Meta, Apple, Salesforce, Adobe, Intel, etc. - Dealing with: Tax complexity, concentration risk, when-to-sell decisions, Mega Backdoor Roth eligibility, AMT on ISOs MY EXPERTISE: - Equity compensation optimization (RSUs, ESPPs, ISOs) - Strategic tax planning for high earners - Diversification strategies & concentration risk management - Tech industry benefits analysis & optimization I translate complex financial strategies into clear action plans—because you'd rather spend your time coding than Googling "what happens if I exercise my ISOs." While my expertise is rooted in the tech community, I'm always happy to have a conversation with high-earning individuals and families ($200K+ household income) who value comprehensive financial planning and strategic tax optimization. If you're dealing with complex financial situations—regardless of industry—let's talk. CREDENTIALS: - CERTIFIED FINANCIAL PLANNER™ Professional - NAPFA Board Member (Genesis Board) - B.S. Finance, Magna Cum Laude | Arizona State University - Fee-Only Fiduciary Based in Arizona, serving clients nationwide via virtual meetings.

As a CFA and CFP® in the U.S. and Canada, with over a decade of experience in cross-border wealth management, I bring a wealth of expertise and a unique cross-border perspective to my clients. Having lived and worked extensively in both the United States and Canada, I have an intimate understanding of the financial landscapes, regulatory environments, and investment opportunities in both countries. Moving to Canada, and then back to the U.S. again, allowed me to experience the things many of my clients go through when moving across an international border. Some things can only be learned through experience. This diverse background allows me to provide comprehensive financial advice tailored to the needs of clients on either side of the border. In practice, I specialize in helping individuals and families achieve their long-term financial goals through personalized financial planning, investment management, and wealth preservation strategies. I am particularly adept at working with clients who have cross-border financial interests, ensuring seamless integration and optimization of their financial plans.

I've had a very diverse career. I’ve worked with a large book of high-net-worth families, as a manager with a retirement plan group, and as a coach and leader of financial advisors. These roles have given me the opportunity to see financial planning from many different perspectives and a depth of experience. I ultimately started Sage Saguaro Financial Planning because I wanted to focus on the part of this profession I enjoy most: working directly with people, solving problems, and building relationships that last. My favorite part of my 15+ years in the financial services industry has been crafting creative solutions to my clients’ financial challenges. Working with over 600 high-net-worth households really shows you that everyone's financial journey is unique. In providing these genuine and personal solutions, I’ve had the privilege of being there for clients during pivotal moments in their lives, and I’ve always appreciated the trust they place in me during those times. As an independent, fee-only advisor, I’m able to focus on what matters most to each client. My approach is comprehensive and practical, bringing together investments, retirement, taxes, estate planning, and the other pieces of a client’s financial life. I want my clients to understand not only what I recommend, but why it makes sense for them. While I might not have a truly unique niche, as a Millennial who has seen many friends and family members deal with the Student Loan crisis, I have created resources to provide often overlooked families with significant student loan obligations with financial planning options that can help them gain confidence in navigating their student debt situation and plan for the future. I’m based in the Greater Phoenix area and work with clients locally and virtually across the country. My goal is to be someone my clients can turn to when an important financial decision arises, someone who knows their story, understands what they’re trying to accomplish, and can help them navigate the decisions along the way. Personally, I'm both an undergrad and graduate student of Arizona State University and a proud Sun Devil, being an ASU football season ticket holder since 2010. My family loves music, where I dabble with the bass in a garage band, and my wife teaches piano. My wife and I, and our two daughters, also love to travel.

Fanar Nissan is an advisor at Akkadian Wealth LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Securities, JPMorgan Chase Bank, Valic Financial Advisors, Merrill, and Bank of America. Akkadian Wealth LLC is a state-registered independent investment adviser serving individuals, high-net-worth clients, and small businesses with asset management, wealth planning, and consulting services. The firm employs an active, tailored investment approach using fundamental analysis, Modern Portfolio Theory, and technical analysis to align portfolios with client goals and risk tolerance.