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.

Kelly Johnson is a CFP® and Series 63-registered financial advisor with 16 years of industry experience. She is the sole advisor at Deborah Wealth Advisory LLC, an independent firm she founded in 2026. Her prior experience includes roles at Schwab Wealth Advisory Inc., Charles Schwab, Facet Wealth, and Vanguard Group. Deborah Wealth Advisory LLC provides fee-only wealth management services to individuals and high net worth clients, combining portfolio management with financial planning. The firm uses a blend of passive and active funds within a long-term, asset-allocation framework and incorporates client-directed values-based screening when requested.

Frank Molinar is a CFP® professional with 38 years of experience in financial advisory services. He is the principal of Molinar & Co Financial Advocates and has previously worked with Retirement Consultants, Inc., Verus Capital Partners, LLC, and Securities America, Inc. Molinar is also a professional speaker specializing in personal finance education, particularly for military service members and veterans, and serves as president of the Arizona chapter of the National Speakers Association. Molinar & Co Financial Advocates provides investment management and financial planning services to institutional and organizational clients, including retirement plans, as well as individuals and charitable organizations. The firm integrates financial planning with portfolio construction using a combination of passive and active strategies and offers specialized retirement-plan consulting and ERISA-related investment 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.

Steven Dabbs is the principal of LTC Wealth Management, LLC, an independent advisory firm based in Tempe, Arizona. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Dabbs has been with LTC Wealth Management since 2017 and has held roles at various related entities, including insurance and senior residential placement services. LTC Wealth Management serves individual and high-net-worth clients, providing financial consulting and portfolio management through the SEI Asset Management Program. The firm offers investment advice on a primarily non-discretionary basis and also provides education and consulting in retirement, tax, estate, and long-term care planning.

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.

Seth Thompson is a CFP® and ChFC® with three years of experience in financial advising. He currently leads Forward Financial Planning LLC, an independent advisory firm, and has prior experience at Accenture and CTC | myCFO. Forward Financial Planning serves individual clients, including high-net-worth households, employer plan sponsors, and small-business owners. The firm uses a passive investment approach focused on ETFs and mutual funds, incorporating Modern Portfolio Theory and technical analysis, and offers financial planning, investment management, retirement plan consulting, and tax-preparation services.

Jaime Hinojosa is a CFP®-certified financial advisor with 44 years of industry experience. He has been the owner of Quality Wealth Management since 2003 and previously worked at Osaic Wealth, Inc. and Signator Investors, Inc. He operates as a sole proprietor and provides financial planning services to a select group of clients. Quality Wealth Management serves individuals, professionals, business owners, trusts, estates, and pension and profit-sharing plans by delivering comprehensive financial plans covering retirement, tax, insurance, education funding, estate, and business succession topics. The firm focuses on planning and recommendations with periodic reviews, emphasizing fee, retainer, or hourly engagements rather than asset-based management.

Tara Capp is a financial advisor with Fresh Forward Financial Planning, LLC, holding a Series 65 credential and beginning her advisory career in 2024. She has prior experience at Zions Bancorporation and National Bank of Arizona, and concurrently works as a tax preparer with Jackson Hewitt Tax Services. Fresh Forward Financial Planning, LLC provides investment management and financial planning services to individuals and high-net-worth clients, employing a mix of passive and active strategies grounded in asset allocation and modern portfolio theory. The firm emphasizes selecting and monitoring outside managers and offers flexible billing options including hourly and fixed-project fees.

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.

Martin Guerrero is a CFA® charterholder and holds a Series 63 license, with four years of industry experience. He has worked at Meridian Passage since 2025 and previously held roles at TerraNova Capital Equities, Courtyard Advisors, Rhythm Beverage Group, Circle AMG, and SunChase Holdings. Outside of his advisory work, he serves as a director for Agave Pay, Inc., a payment processing company, advising on corporate strategy. Meridian Passage, LLC provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, and businesses. The firm’s investment approach is based on Modern Portfolio Theory, focusing on personalized financial plans and investment policy statements, using mainly passive, low-cost funds and managing accounts under client-granted discretionary authority.

Kyle Rakestraw is a financial advisor at Verab Financial Advisory LLC in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Honeywell International and a period of retirement. Verab Financial Advisory is an independent firm serving individual clients seeking financial literacy, budgeting, retirement planning, and decision support. The firm focuses on client education and guidance without discretionary portfolio management, using analysis and AI tools to support personalized recommendations.

Robert Burger is a CFP®-certified financial advisor with 26 years of industry experience. He is the sole advisor at Disciplined Money, LLC, an independent firm he has led since 2015 in Phoenix, AZ. The firm provides financial planning, investment consultation, and portfolio management primarily to individual investors and their families, occasionally working with retirement plans connected to existing clients. Disciplined Money follows an investment approach based on Modern Portfolio Theory and the efficient market hypothesis, focusing on diversified portfolios using mutual funds and ETFs, and typically manages client assets directly without outsourcing.

Ian Tinker is a CFP® professional with 18 years of experience in financial advising. He has been the principal advisor at Busine Wealth since 2014 and holds a Series 66 license. Ian is also a licensed insurance agent and engages in the sale of insurance products. Busine Wealth offers comprehensive wealth management, financial planning, pension consulting, and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm uses a combination of fundamental, technical, cyclical, and charting analysis in portfolio construction and provides both discretionary and non-discretionary management, including pension consulting under ERISA fiduciary standards.

Robert Keats is a CERTIFIED FINANCIAL PLANNER™ professional with over 31 years of experience. He is principal at Keats, Connelly & Associates, Inc., an independent firm based in Phoenix, AZ. His career includes long-term roles at his own firm and related entities focused on cross-border tax and fiduciary services. Keats, Connelly & Associates serves high-net-worth individuals with U.S.–Canada cross-border financial planning needs, offering fee-for-service planning, consulting, and educational seminars. The firm specializes in comprehensive plans addressing taxation, estate, immigration, and related issues, and refers clients seeking investment management to independent advisors.

David Harris is the principal of Harris Investment Advisors LLC in Scottsdale, AZ, with 24 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to founding his current firm, he was involved with Alternative Investment Advisors, LLC and has operated Harris Advisors, LLC since 2002. In addition to his advisory role, he operates a separate insurance agency and a distinct registered investment adviser, both based in Scottsdale. Harris Investment Advisors provides fee-based advisory services to individuals, trusts, and estates, focusing on planning-driven, individualized investment management. The firm employs diversified, long-term asset allocation strategies that may include ETFs, mutual funds, equities, fixed income, annuities, and option strategies, serving approximately 87 client relationships with $28 million in discretionary assets under management.

Eric Matthews is a financial advisor at EDM Capital, LLC in Phoenix, Arizona, holding a Series 65 designation with 13 years of industry experience. He has worked at EDM Capital since 2017 and previously spent two years at LourdMurray (Lourd Capital, LLC). EDM Capital provides discretionary asset management, financial planning, and consulting services to individuals, trusts, corporations, and retirement plans. The firm uses model portfolios with six risk-based allocations and three management styles, including a traditional smart-beta multi-factor approach, a tax-managed option, and a Catholic/Christian socially responsible investment strategy following USCCB guidelines.

Kathleen Owens is a financial advisor at Aurora Financial Planning & Investment Management LLC in Scottsdale, AZ, with 12 years of industry experience. She holds the Series 66 designation and has worked at Aurora since 2018, following five years at Alta Pacific Wealth Management LLC. Aurora Financial Planning & Investment Management LLC provides discretionary investment management and financial planning services to institutional and individual clients, including individuals age 50+, single women, married couples, high-net-worth individuals, small business owners, and employer retirement plans. The firm emphasizes asset-allocation-driven portfolios using index mutual funds and ETFs, employs forward-looking risk analytics, and offers individualized planning with behavioral finance elements and flexible billing arrangements.

Shane Farina is a CFP® professional with 17 years of experience in the financial advisory industry. He is the sole advisor at Box Hill Private Wealth in Scottsdale, AZ, where he has worked since 2022. Prior to that, he held roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Box Hill Private Wealth manages approximately $137.5 million in discretionary assets for individuals, high-net-worth clients, charitable organizations, and small businesses. The firm employs a multi-faceted investment approach that includes fundamental, technical, cyclical, quantitative, and qualitative analysis to construct long-term, actively allocated portfolios, offering strategies such as equity income, growth, tax-efficient, and ESG investments.

Jon Lindquist is the sole advisor at Linx Equities, LLC, an independent firm based in Scottsdale, AZ. He holds a Series 65 designation and has 25 years of industry experience, including 16 years with Linx Equities. Outside of his advisory work, he spends a small portion of his time giving private golf lessons. Linx Equities serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary portfolio management along with limited consulting and hourly financial planning. The firm focuses on client-specific asset allocation with an emphasis on conservative money management and long-term buy-and-hold strategies, all managed personally by Mr. Lindquist.