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.

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.

Jacob Pacini is a financial advisor at Lilliano Capital Management LLC in Phoenix, AZ, with 11 years of industry experience. He holds a Series 65 credential and has previously worked at Soulence Wealth Management and Pacini Hatfield Investments. Outside of his advisory role, he owns Jacob AI LLC, a data science firm focused on processing large datasets using deep learning techniques. Lilliano Capital Management is an independent registered investment adviser that provides sub-advisory portfolio management to individuals, trusts, retirement accounts, and small businesses through clients’ primary advisors. The firm offers nine strategies across three activity tiers and operates an alternatives strategy called Lingo, emphasizing liquidity and defined loss limits while maintaining discretionary management without taking custody of client funds.

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.

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.

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 in Peoria, AZ, holding a Series 65 designation with no prior industry experience. His previous work includes roles at American Income Life Insurance Company and nutrition-related businesses. He maintains an active insurance license but is not currently contracted with any carriers or selling insurance products. Clearview Private Wealth offers discretionary portfolio management and project-based financial planning services, utilizing a blended investment process that combines fundamental security selection with technical analysis within a core-satellite framework. The firm serves clients with varying risk profiles and employs ongoing account monitoring and formal annual reviews.

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.

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 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.

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.