Ian Kothe Flescher is a financial advisor with 8 years of industry experience, currently affiliated with 1823 Wealth Management LLC in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and Mutual Securities, Inc. Outside of advising, he operates Flescher Consulting Services, LLC, which provides consulting services primarily to Omni Agent Solutions, LLC. 1823 Wealth Management offers discretionary investment management and integrated financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, business clients, and qualified retirement plans. The firm uses a strategic, diversification-focused asset allocation process informed by multiple analytical approaches and provides plan-level and participant-level retirement consulting services.

Ronald Jensby is the founder and sole advisor of J.W. Advisors Inc. in Phoenix, AZ, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has managed J.W. Advisors since its inception in 1997. J.W. Advisors Inc. provides discretionary investment management to individuals, corporations, and trusts, managing approximately $98.8 million across 94 households. The firm emphasizes fundamental analysis and third-party research, managing portfolios of stocks, bonds, mutual funds, ETFs, CDs, and cash without engaging in market timing or frequent trading.

Minas Kourouglos is a financial advisor at 212 Wealth Management with six years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked with firms including Ameriprise Financial Services and PCF Insurance Services. Outside of his advisory role, he is involved as a minority member or managing partner in several businesses, including an industrial first aid company and a mobile app development firm. 212 Wealth Management is an independent adviser providing fee-based investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities, including institutional portfolios. The firm employs a tactical asset allocation approach based on fundamental analysis, with strategies that incorporate long-term holdings, periodic rebalancing, selective individual stock recommendations, and tax-aware trades.

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.

Ryan Sublette is a financial advisor at Path Wealth Management, LLC in Chandler, Arizona, holding a Series 65 license with 10 years of industry experience. He has worked at Path Wealth Management since 2018 and concurrently manages an independent insurance agency, Sublette Financial & Insurance Services LLC. Prior to this, he held roles at The Money Source Insurance and Nova Insurance. Path Wealth Management provides customized portfolio management services to individual investors, trusts, estates, retirement accounts, high-net-worth clients, and business entities. The firm focuses on long-term planning, diversified asset allocation, and combines fundamental and technical analysis using a variety of investment strategies and security types.

Ian Rodgers is a CFP® professional with 21 years of experience in financial advising. He currently leads Four Peaks Planning and Investments LLC, an independent advisory firm he founded in 2019. Prior to that, he worked at Merrill Lynch from 2014 to 2019. Rodgers serves on the Board of Directors and chairs the Investment Committee for the Goodwill of Central and Northern Arizona, where he oversees the selection and monitoring of outside investment managers. Four Peaks Planning and Investments LLC manages approximately $55 million for nearly 150 clients, offering personalized portfolio management and financial planning. The firm uses fundamental analysis and modern portfolio theory to guide investment decisions and provides public educational seminars at no cost.

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.

Michael Tarascio is a CFP® with four years of industry experience, currently serving as the sole advisor at Tarascio Financial Planning, LLC in Mesa, AZ. Prior to founding his firm, he worked at JPMorgan Chase bank for eight years. Tarascio Financial Planning, LLC provides investment management and financial planning services to individuals, corporations, and employer-sponsored retirement plans. The firm emphasizes passive investment strategies using index funds and ETFs, alongside corporate retirement plan consulting and employee financial wellness programs.

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.

Matthew Sylvester is the principal of Saffron Consulting Services LLC in Chandler, AZ, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Homes Direct since 2018, in addition to his self-employed insurance sales and business consulting activities that began in 2008. Saffron Consulting Services LLC provides investment advisory and retirement plan consulting primarily to pension plans, plan sponsors, and institutional clients, as well as business owners and affluent individuals. The firm’s investment process focuses on written Investment Policy Statements, asset allocation, manager selection, and periodic rebalancing, typically implementing client instructions on a non-discretionary basis.

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.

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.

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.