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

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.

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.

Robert Siddoway is a CFP® with 14 years of industry experience, currently serving as the sole advisor at Tetrant Financial in Queen Creek, AZ. His prior experience includes a role at Dana & Associates and involvement with Tetrant Legal and Tetrant LLC, through which he manages estate planning, insurance brokering, and philanthropic consulting activities. Tetrant Financial provides investment portfolio management and modular personal financial planning for individuals, high-net-worth families, trusts, foundations, and corporate clients. The firm combines quantitative, technical, and fundamental analysis with tactical cash management and risk management, integrating investment advice with estate-planning and insurance services through affiliated businesses.

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.

Raymond Kelsey is a financial advisor at Finco Investment Services, Inc. in Gilbert, AZ, holding a Series 65 designation with 20 years of industry experience. He has been with Finco since 2012. Finco Investment Services, Inc. serves individuals, trusts, estates, charitable organizations, corporations, and other business entities, providing discretionary portfolio management along with financial consulting and planning services. The firm employs a proprietary screening process combining fundamental and technical analysis to tailor investment allocations based on client risk tolerance and time horizon.

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.

CURRENTS Wealth Strategies is a fiduciary, fee-only wealth management practice built to be 100% aligned with you. We provide a more personal, holistic approach to wealth management, built with modern tech infrastructure and advanced tools for transparency and insights - while staying true to genuine, human partnership. CURRENTS is specifically built for those preparing for or approaching retirement with $500k+ in assets who want a partner to help with: → The "Retirement Paycheck": Create reliable, sustainable income. → Tailored Investment Strategies: Long-term approach to thrive through business cycles, minimize taxes, and capture market inefficiencies. → Tax Planning: Keep more of what you’ve spent a lifetime building. → Legacy & Impact: Align your wealth with your family’s unique vision and purpose. If you’re looking for independent advice that puts your family first, let’s connect.

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.

Michael Furois is a CFP® and Series 65-credentialed financial advisor with 27 years of industry experience. He has been the principal at The Planning Associates, Inc. in Phoenix, AZ since 1991. The Planning Associates provides fee-only, fiduciary financial planning and investment advisory services to individuals and institutional clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment philosophy with a blend of fundamental, technical, and cyclical analysis, offering both ongoing asset management and project-based planning engagements.

David Gerszewski is a financial advisor with Vivere Wealth Management LLC in Chandler, AZ, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has concurrently maintained roles at Citadel Law Firm PLLC as an estate-planning attorney and at Gerszewski Insurance as an insurance agent. Vivere Wealth Management serves individuals, married couples, trusts, and estates by offering financial planning, investment advisory services, and portfolio management. The firm follows a Modern Portfolio Theory-based approach with diversified, low-cost mutual funds and ETFs, periodic rebalancing, and optional tax-loss harvesting, while also providing educational seminars and newsletters.

Ryan Larson is a financial advisor with Firstline Financial LLC in Gilbert, AZ, holding a Series 66 designation and 14 years of industry experience. Prior to joining Firstline Financial in 2020, he worked at Kalos Management, Inc. and Kalos Capital, Inc. Larson is also the owner of Strkn LLC, a business focused on designing and fabricating custom machined parts. In addition to his advisory role, he has worked as an engineer for the City of Phoenix since 2005. Firstline Financial LLC provides discretionary asset management and financial planning primarily for individual clients, including retirement, tax, estate, and cash-flow planning. The firm manages a private fund and employs a combination of fundamental, technical, and charting analysis to tailor portfolios to client goals and risk tolerance.

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.

Lawrence Innes is the sole advisor at The Innes Associates, Ltd., an independent firm based in Tempe, AZ. He holds Series 63 and Series 65 credentials and has 12 years of industry experience. Outside of his advisory role, he is involved in several business ventures related to cabin rentals and shuttle services in the Grand Canyon area. The Innes Associates, Ltd. provides discretionary investment management and pension and trust accounting services to a range of clients in Arizona, including individuals, trusts, charitable organizations, pension plans, corporations, and municipal government entities. The firm employs a model portfolio approach based on modern portfolio theory and incorporates both fundamental and technical analysis, with a focus on customized risk assessment and ongoing account monitoring.

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.

Janel Durfee is a financial advisor at Wealth Resource Investment Advisors LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Tribeca Financial, LLC. Durfee is also a licensed insurance agent and manages Turnkey Management LLC, a family office. Wealth Resource Investment Advisors LLC provides portfolio management services primarily to high-net-worth individuals and charitable organizations, offering customized investment strategies across a broad range of asset classes including private placements and venture capital funds. The firm employs a variety of analytical methods and trading strategies tailored to client objectives and risk tolerances.

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.

Jeremy Mcclymonds is a financial advisor at FORM Prosperity Wealth Advisors, LLC in Chandler, AZ, with 17 years of industry experience and a Series 66 designation. His background includes roles with Clarus Wealth Advisors, Crown Capital Securities, and Ash Brokerage, among others. Outside of his advisory work, he manages a real estate business focused on buying and selling land. FORM Prosperity Wealth Advisors, LLC is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers discretionary asset management and integrated financial planning tailored to each client’s goals, time horizon, and risk tolerance, managing over $100 million for more than 300 clients.

Guilford Nergard is a CFP® professional with 33 years of industry experience, currently serving as the sole advisor at Nergard Wealth Management, LLC. His prior experience includes roles at SB Advisory, Newbridge Financial Services Group, Newbridge Securities Corp., and Raymond James & Associates. He is also active as an insurance agent specializing in variable life and annuity products. Nergard Wealth Management provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, business owners, and estates. The firm employs a blend of fundamental, technical, charting, and cyclical analysis to manage portfolios that include mutual funds, equities, ETFs, fixed income, and options.