Peter Foley is a CFP® and ChFC® with over 20 years of experience in financial advising. He has operated Fourthpoint Advisors in Wellesley, MA since 2005. In addition to his advisory work, Foley is a licensed insurance broker in multiple states, including Massachusetts. Fourthpoint Advisors serves a select group of individual and family clients, along with employer organizations and nonprofit plan sponsors, offering financial planning, portfolio management, and retirement-plan consulting. The firm provides both non-discretionary and discretionary investment solutions and maintains a distinct insurance brokerage practice.

Andrew Page is a Series 65-licensed advisor at Moorgate Capital Management with experience spanning roles at Darwin Wealth Management, Amazon Web Services, and Boston Consulting Group. He operates Blue Horseshoe Equities, a family-owned LLC focused on trading stocks and options. Moorgate Capital Management provides discretionary investment management and family office services to institutional and high-net-worth clients, employing a research-intensive, asset-allocation driven approach with an emphasis on risk-aware implementation and periodic portfolio reviews.

Justin Rolfe is a CFA® charterholder and the sole advisor at Rare Wolf Capital LLC in Bellevue, WA, with seven years of industry experience. He worked at Bank of America for nine years before spending six years at Bristlecone Advisors, LLC. Rare Wolf Capital LLC serves high-net-worth individuals, trusts and estates, pension and profit-sharing plans, and corporate entities with discretionary portfolio management and financial planning. The firm employs a multi-strategy investment approach combining fundamental, technical, quantitative, and sector/cyclical analysis, managing a variety of asset classes while offering limited bill-pay administrative services.

Your wealth has gotten more complex than the way it’s being managed. Equity in one place, accounts in another, an advisor for this and an attorney for that. Everyone handles their piece. No one is looking at the whole. Most people in that position are doing everything right and still feel like the pieces aren’t adding up. Not because they’re failing. Because the decisions were never coordinated. I’m Anthony, a CFP®, a dad of three, and the founder of Dynamic Financial Planning, based in Scottsdale, AZ and serving clients nationwide. Before starting the firm, I spent 10 years at Northern Trust and a Beverly Hills family office working with ultra-high-net-worth families. I built the firm around one belief: building meaningful wealth isn’t about making more. It’s about making everything work together to support the life you want. That means coordinating your equity compensation and tax strategy, investing for long-term growth, and getting advice aligned with your best interests, not driven by product sales. I work with: Tech professionals navigating RSUs, ISOs, ESPPs, and concentrated stock. People receiving an inheritance or liquidity event who want the first decisions made right. Families planning how wealth passes to the next generation, from gifting and education funding to trusts and estate coordination. Anyone working with multiple advisors who wants one person coordinating the whole picture, without being forced to consolidate. Fee-only. Fiduciary. No commissions. No conflicts. Book a complimentary 30-minute call: dynamic-fp.com/schedule Virtual planning nationwide: New York San Francisco Los Angeles Santa Monica San Diego Las Vegas Austin Houston Dallas Miami Chicago Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming In-person planning: Scottsdale Phoenix Gilbert Chandler Mesa Cave Creek Peoria Glendale Office: 20715 N Pima Rd, Suite 108, Scottsdale, AZ 85255

Billy Potter is the sole advisor at Knight of California LLC, an independent firm based in Carmel, CA. He holds a Series 65 designation and has 19 years of experience with Knight of California LLC and 10 years in the industry overall. Knight of California LLC provides discretionary portfolio management and wealth-management advice primarily to individual and high-net-worth clients. The firm combines fundamental analysis, modern portfolio theory, technical and charting analysis, and both long- and short-term trading, including option-writing and margin strategies, with a focus on risk management.

Charles Hirlinger is a financial advisor with Covenant Financial Advisors, LLC in Phoenix, AZ, holding the PFS™ designation and Series 66 license. He has 25 years of industry experience, including roles at Premier Accounting Group PLC and Capital Asset Advisors LLC. In addition to his advisory work, he owns a CPA practice that provides tax preparation, tax consultation, and financial statement services. Covenant Financial Advisors is an independent registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $12 million and offers investment management, financial planning, and small-business retirement plan services, utilizing a balanced, long-term investment approach that incorporates active management and strategic asset allocation.

Hope Broucek is a ChFC®-designated financial advisor at Financial Planning for Real People PLLC in Seattle, WA, with two years of industry experience. Prior to founding her independent firm in 2023, she worked at Singer Wealth Management for four years and spent over a decade involved with A Child Becomes Preschool. Financial Planning for Real People PLLC provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, and charitable organizations. The firm offers tailored investment policies and a broad range of planning services, combining both passive and active strategies while maintaining quarterly portfolio monitoring and comprehensive written plans.

Jordan Miotto is the sole advisor at Miotto, Jordan Philip in Anaheim, CA. He holds a Series 65 designation and has been in the financial advisory industry for one year. Prior to founding his firm, he worked in various roles at Accurate Circuit Engineering, Target Corporation, and Champion Power Equipment. Miotto, Jordan Philip offers one-time financial planning and portfolio review services to individuals, trusts, and estates. The firm delivers written reports with asset-allocation and investment recommendations based on a top-down approach, focusing on strategic asset allocation using broadly diversified, liquid instruments. Services are non-discretionary, with clients responsible for implementing recommendations. The firm charges a flat fee and does not accept commissions or third-party compensation.

Michael Morris is a CFA® charterholder and holds a Series 66 license, with 18 years of experience in the financial industry. He has been the sole advisor at Two Fish Management since 2008, operating out of Zionsville, Indiana. Two Fish Management provides discretionary portfolio management to high-net-worth and accredited investors, financial advisors, and institutional clients. The firm employs a combination of fundamental, cyclical, and technical analysis across multiple strategies, incorporating options, short sales, margin borrowing, and index hedges, and offers performance-based fee arrangements and pooled private investment vehicles.

Marshall Larsen is the sole advisor at Larsen Financial Services, an independent firm based in Geraldine, Montana. He holds a Series 66 designation and has 17 years of experience in the financial industry. In addition to his advisory role since 2011, Larsen has been the chairman and manager of M&D Larsen Farms, a family-owned farming corporation, since 1988. Larsen Financial Services serves individuals, trusts, estates, charitable organizations, and business entities, primarily sourcing clients through personal networks. The firm offers discretionary portfolio management alongside hourly financial planning and consulting, focusing on diversified asset allocation and fundamental security analysis tailored to clients’ risk profiles and financial situations.

Melinda Bell is a financial advisor with Retirement Roots Wealth Management LLC in Overland Park, KS. She holds a Series 65 designation and has six years of industry experience. Prior to founding her current firm in 2022, she has worked at Gradient Advisors LLC and AE Wealth Management, LLC, among others. She is also an owner and licensed insurance agent at American Senior Benefits. Retirement Roots Wealth Management LLC is an independent, single-advisor firm providing financial planning and consulting to individual clients. The firm refers clients to registered third-party money managers for investment management and delivers comprehensive plans on an hourly basis without directly managing client assets.

Mario Payne is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Toams Financial. Prior to founding Toams Financial in 2019, he worked for Raymond James Financial Services from 2013 to 2019. Outside of advisory services, Mr. Payne is an Independent Insurance Agent and holds minority ownership stakes in several technology and real estate platforms, including Let Bob LLC, a software app focused on investment strategies and trading automation. He is also the author of the book *The Relax Estate - The Relax Investor*. Toams Financial provides discretionary investment management and financial planning to individual and high-net-worth clients, using a mix of fundamental, technical, cyclical, behavioral, and charting analysis in a primarily long-term investment approach. The firm integrates AI-driven products such as the Let Bob AI Powered Momentum ETF (LETB) into client portfolios and manages a notably high client load for a single-advisor practice.

Erin Martin is a CFP® with 17 years of industry experience, currently serving as the sole advisor at MRP Advisors, LLC. Her prior experience includes positions at MRP Capital Management, LLC, and Pgi Wealth Management. She is also the owner of MRP Capital Management, LLC, an entity used for tax purposes. MRP Advisors, LLC is an independent registered investment adviser serving individuals, high-net-worth families, trusts, retirement plans, and corporations. The firm offers discretionary portfolio management, financial planning, and consulting services, employing diversified strategic and tactical asset-allocation strategies across equities, fixed income, mutual funds, and ETFs.

Mark Siekierski is a CFP® and holds a Series 65 license with 27 years of industry experience. He has been the sole advisor at Blue Chip Financial Planning, LLC since 1996 and has also been self-employed since 1992. Blue Chip Financial Planning is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a structured financial planning process and combines fundamental, technical, charting, and cyclical analysis for security selection, managing approximately $36 million in client assets.

Timothy Pope is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at 360 Aviation Advisors, LLC in Concord, NC. His prior experience includes roles at Cetera, PNC Investments, and The Vanguard Group. Outside of advising, he hosts a financial planning podcast called "Pilot's Portfolio," which targets professional pilots. 360 Aviation Advisors is an independent registered investment adviser that provides discretionary investment management, financial planning, and coordinated tax preparation services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a passive investment approach grounded in Modern Portfolio Theory and offers tailored investment policy statements without a firmwide account minimum.

Angelo Roman is the owner and sole advisor at Roman Wealth Management, LLC, an independent registered investment adviser. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including roles at Ameriprise and Wells Fargo Clearing. Roman serves as Board President for the Joe Beretta Heart Foundation, a nonprofit organization. Roman Wealth Management provides portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations, managing approximately $34.6 million across 78 client relationships. The firm emphasizes individualized Investment Policy Statements and employs a long-term investment approach focused on individual equities alongside mutual funds, fixed income, and ETFs.

Raju Gadiraju is an independent financial advisor operating as a sole proprietor in Plano, TX, with 11 years of industry experience and Series 63 and 65 licenses. He has been self-employed since 2004 and is also licensed as an insurance agent, providing individual and group insurance benefits. His insurance work is separate from his advisory services. His firm delivers personalized investment advisory services to individuals, retirement plans, trusts, estates, and business entities. It emphasizes non-discretionary portfolio management using fundamental and technical analysis, serving a small client base with accounts managed through an independent custodian.

Curt Di Giacomo is a CFP® professional with 24 years of industry experience, currently serving as the sole advisor at Goal Line Wealth Management, Inc. He has previously worked at Morgan Stanley, Citigroup Global Markets, and Wells Fargo Advisors. Outside of his advisory role, he is a licensed insurance agent and a notary public. Goal Line Wealth Management serves individual and high-net-worth clients by providing both discretionary and non-discretionary investment advisory and financial planning services. The firm customizes portfolios based on clients’ objectives and risk tolerances, using various investment strategies and reviews accounts quarterly.

Christian Hatch is the sole advisor at Hatchet Financial, LLC, an independent firm based in Reno, NV. He holds a Series 65 designation and has four years of industry experience, including roles at Nevada Retirement Planners and Pathfinder Wealth Management. Outside of his advisory work, he is employed full-time as a security officer at Switch, Inc. Hatchet Financial provides investment management and financial planning services primarily for individual clients, including some high-net-worth individuals. The firm’s approach incorporates asset allocation and Modern Portfolio Theory, blending passive and active strategies tailored to client risk tolerance and objectives.

I founded Earndex to help others find and remain on a path to financial security. I have deep expertise in all subject areas of financial planning including investments, retirement planning, insurance, tax planning, employee benefits, estate planning, and more. My job is to ensure you stay on course to achieve your long-term financial goals. While I work with a broad range of clients, I have significant experience working with business owners, particularly with solo service providers. Outside of work, I am a dedicated husband and father of two. I enjoy skiing, golf, and cooking for family and friends.