Ronald Lang is a financial advisor at Atlas Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Atlas Wealth Management since 2012. In addition to his advisory role, he is involved with MajesticTrader.com LLC, a business he has been part of since 2010. Atlas Wealth Management primarily serves individual clients, including many high-net-worth households, as well as pension and retirement-plan sponsors. The firm offers portfolio management, financial planning, and ERISA retirement-plan advisory services, using fundamental and technical analysis to tailor portfolios to clients’ financial situations and risk tolerance.

Peter Martin is the sole advisor at Martin Financial Solutions, LLC, an independent firm based in Sun City West, AZ. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, having led his firm since 2012. In addition to his advisory work, Martin is an independent insurance agent specializing in disability, life, accident, and health insurance. Martin Financial Solutions provides discretionary portfolio management and financial consulting to individuals, trusts, and estates. The firm focuses on asset allocation primarily using exchange-traded funds, incorporating fundamental, cyclical, and technical analysis, and also offers a bi-monthly economics newsletter on a subscription basis.

Noel Enokian is a financial advisor at EP Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Amrock, LLC and Renuance Cosmetic Surgery Center. Enokian is also licensed as an insurance agent and dedicates a portion of his time to selling various insurance products. EP Wealth Management LLC provides discretionary investment management and advisory services to individuals and high-net-worth clients. The firm customizes portfolios based on client objectives and risk tolerances, utilizing strategies such as asset allocation, dollar-cost averaging, and technical analysis, and may engage unaffiliated sub-advisors to manage certain accounts.

Hi, I’m Dale L Shafer II, founder of Life Moves Wealth Management, an independent, fee-only wealth and exit planning advisor for business owners and professionals located in Scottsdale, Arizona, serving clients in multiple states. I am proud to hold professional designations, including the CERTIFIED FINANCIAL PLANNER (CFP®), Certified Business Exit Consultant (CBEC®), Accredited Portfolio Management Advisor (APMA®), and Certified Divorce Financial Analyst (CDFA®). Out of the office, I am most likely found exploring outdoors, hiking, road cycling, and camping. You might also see me rocking out behind a drum kit or a guitar. I enjoy reading books on finance and leadership, and collecting deadpan “dad jokes” to try out on our kids. They’re big fans.

Seth Mcbee is a financial advisor with McBee Advisors, Inc. in Glendale, AZ, holding a Series 66 designation and 26 years of industry experience. Prior to founding McBee Advisors in 2017, he worked at HBW Phoenix, Inc., HBW Advisory Services LLC, and HBW Securities LLC. Outside of his advisory role, he is the managing partner of Stat Caddy, a fantasy golf simulator business. McBee Advisors, Inc. provides fee-for-service investment advice and discretionary portfolio management to individuals, businesses, and trusts, including retirement planning, college funding, and qualified plan subaccount analysis. The firm manages approximately $58 million across about 219 client relationships through strategic asset allocation and active management programs, serving both retail and institutional clients with negotiable planning arrangements.

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.

William Luhrs is a financial advisor at Mount Financial Freedom with seven years of industry experience. He holds a Series 65 designation and previously worked at Prism Investment Management, Life Options AZ, and ABB. In addition to his advisory role, Luhrs serves as president and consultant at Executive Scorecard Partners, a quality consulting firm. Mount Financial Freedom is an independent, single-advisor firm serving individuals and small business owners with comprehensive financial planning, portfolio management, and investment advice. The firm emphasizes an investment philosophy based on the Efficient Market Hypothesis, focusing on asset allocation, diversification, and low-cost passive vehicles, and offers educational workshops on retirement, estate planning, and college funding.

Gregg Tushaus is the sole advisor at Big Cedar Investment Advisors in Scottsdale, AZ. He holds a Series 65 designation and has 10 years of industry experience. In addition to his advisory role, he serves as Chief Technology and Strategy Officer at Corporate Central Credit Union and is President of Emergifi, LLC, a technology services company. Big Cedar Investment Advisors provides fee-based portfolio management and financial planning to individuals, accredited investors, family offices, and nonprofit entities. The firm manages approximately $92.2 million in discretionary assets and employs a strategy combining fundamental and technical analysis within a modern portfolio theory framework.

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.

Anthony Iarocci Jr. is the principal of Du Lac Investment Group, LLC in Carefree, AZ, holding Series 63 and Series 65 licenses with 47 years of industry experience. His career includes long-term roles at Wedbush Morgan Securities Inc. and leadership positions at multiple affiliated entities specializing in asset and wealth management. Outside his primary advisory work, Iarocci serves as CEO and president of DCA Asset Management Inc., focusing on investments in both private and public companies. Du Lac Investment Group offers investment management and consulting services to various clients such as pension plans, trusts, and corporations. The firm employs multiple analysis techniques and trading strategies, sponsors its own wrap fee program, and provides consulting on an hourly basis, along with advising on or selecting other investment managers.

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.

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.

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.

David Walsvick is the sole advisor at Walsvick Wealth Management in Phoenix, AZ, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has managed his own firm since 2014 and serves as a Health Services Officer in the US Air Force Reserve. Additionally, he works as an accountant and tax preparer. Walsvick Wealth Management is a single-advisor independent firm serving individual and high-net-worth clients. The firm focuses on client-specific Investment Policy Statements and uses a primarily non-discretionary approach, integrating portfolio management with tax preparation, accounting, and insurance services.

I've had a very diverse career. I’ve worked with a large book of high-net-worth families, as a manager with a retirement plan group, and as a coach and leader of financial advisors. These roles have given me the opportunity to see financial planning from many different perspectives and a depth of experience. I ultimately started Sage Saguaro Financial Planning because I wanted to focus on the part of this profession I enjoy most: working directly with people, solving problems, and building relationships that last. My favorite part of my 15+ years in the financial services industry has been crafting creative solutions to my clients’ financial challenges. Working with over 600 high-net-worth households really shows you that everyone's financial journey is unique. In providing these genuine and personal solutions, I’ve had the privilege of being there for clients during pivotal moments in their lives, and I’ve always appreciated the trust they place in me during those times. As an independent, fee-only advisor, I’m able to focus on what matters most to each client. My approach is comprehensive and practical, bringing together investments, retirement, taxes, estate planning, and the other pieces of a client’s financial life. I want my clients to understand not only what I recommend, but why it makes sense for them. While I might not have a truly unique niche, as a Millennial who has seen many friends and family members deal with the Student Loan crisis, I have created resources to provide often overlooked families with significant student loan obligations with financial planning options that can help them gain confidence in navigating their student debt situation and plan for the future. I’m based in the Greater Phoenix area and work with clients locally and virtually across the country. My goal is to be someone my clients can turn to when an important financial decision arises, someone who knows their story, understands what they’re trying to accomplish, and can help them navigate the decisions along the way. Personally, I'm both an undergrad and graduate student of Arizona State University and a proud Sun Devil, being an ASU football season ticket holder since 2010. My family loves music, where I dabble with the bass in a garage band, and my wife teaches piano. My wife and I, and our two daughters, also love to travel.

Matthew Baker is a financial advisor with Legacy Cornerstone Wealth LLC in Peoria, AZ. He holds the ChFC® designation and has 12 years of industry experience. Prior to joining Legacy Cornerstone Wealth, he worked at several firms including Cetera and Avantax Insurance Agency, and he is a managing partner at Epic Trust Investment Advisors LLC. Legacy Cornerstone Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment models and provides ERISA and qualified-plan services to its clients.

Steven Mosshart is a financial advisor at Raymond John Financial Management LLC in Cave Creek, AZ, holding Series 63 and Series 65 designations with 34 years of industry experience. He previously worked at StraightLine for 19 years before a brief retirement in 2024. Raymond John Financial Management is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management. The firm employs a range of analytical methods and strategies, including long-term allocations and short-term trading, and focuses on mutual funds, equities, ETFs, fixed income, REITs, and Treasury inflation-protected bonds.

Timothy Fleming is a CFP® with 28 years of industry experience, currently operating as the sole advisor at Fleming Wealth Strategies, LLC since 2013. He also maintains a long-term affiliation with LPL Financial dating back to 2010. Outside of his advisory work, Fleming is involved in a family business that manages a cycling team and organizes group rides, and he owns a soccer coaching and tournament business; he additionally coaches soccer for the Deer Valley School District. Fleming Wealth Strategies is an independent registered investment adviser managing approximately $41.3 million for about 70 clients, including individuals, pension plans, trusts, estates, and business entities. The firm offers customized portfolio management, financial planning, and pension consulting, utilizing a combination of investment strategies tailored to client objectives and risk tolerance.

Peter Shannon is a CFP® and CFA® with 12 years of industry experience, currently serving as the sole advisor at Ebis in Phoenix, AZ. He has been with EBIS, Inc. since 2001. Ebis provides investment management, financial planning, and risk-management consulting to individuals, retirement plan sponsors, and institutional clients. The firm emphasizes tax-efficient, diversified portfolios and offers institutional-grade retirement fiduciary services alongside bespoke risk consulting and educational resources.

Gregory Goodman is the sole advisor at EMRO Asset Management, LLC, based in Peoria, AZ. He holds Series 63 and Series 65 licenses and has 5 years of experience in financial advising, alongside over 30 years as an attorney and partner at the law firm Goodman & Goodman. His dual roles in law and investment advising are notable aspects of his professional background. EMRO Asset Management is an independent, single-advisor firm serving a small group of high-net-worth individuals. The firm provides discretionary portfolio management and financial planning, utilizing multiple analysis methods and a range of investment strategies tailored to client goals and risk tolerance.