Bryan Wisda is the President of Almega Wealth Management, a fee-only fiduciary financial planning and investment advisory firm with offices in Arizona, Kentucky, and North Carolina. With more than three decades of experience in financial services, investment management, and financial planning, Bryan helps families coordinate their wealth, taxes, retirement planning, and long-term legacy goals. Bryan has been a CERTIFIED FINANCIAL PLANNER™ professional since 2006 and is also an Enrolled Agent, a NAPFA-Registered Financial Advisor, a Dave Ramsey SmartVestor Pro, and a member of Ed Slott’s Elite IRA Advisor Group. His path into financial services began in high school, when he worked as a bank teller and discovered an early interest in helping people navigate financial decisions. After college, he worked in the insurance industry before being recruited by PaineWebber. His first day as a financial advisor was September 10, 2001. The events of September 11th, and the questions clients asked in the days following, shaped his belief that financial advice is ultimately about helping families make wise decisions in uncertain times. That belief became more personal after Bryan watched inherited wealth create strain within his own extended family. Today, much of his work centers on helping families build multi-generational wealth without allowing money to damage the relationships it was meant to support. Like a well-built bridge, good planning should help one generation cross safely while leaving the next generation on firmer ground. Prior to founding Almega, Bryan held roles with Bank of America, Farmers Insurance, UBS PaineWebber, and Summit Wealth Management. He also served as a Deputy Sheriff and received the Purple Heart after being wounded in the line of duty. Bryan studied Economic Philosophy at the University of Arizona and Financial Planning through Boston University, and he has completed additional coursework in Adult Education through Rio Salado College. He lives in Scottsdale, Arizona, with his wife, Sarah. Their youngest son attends Notre Dame Preparatory, and their oldest son attends High Point University.

Hi, I’m Ekenna Anya-Gafu, CFP, AAMS, AIF and the founder of Pacific Canyon Investments. I started this firm because growing up, I saw too many people make the wrong financial decisions, not because they didn’t care, but because no one ever showed them how. I decided to change that. After years in the industry helping build a firm from $200K to over $483M in assets, I launched PCI to bring honest, strategic, and empowering financial guidance to people from all walks of life. Whether you’re managing an IPO, a new or experienced healthcare worker, or want a better plan, I’m here to help.

Andrew Rafal is a financial advisor at Bayntree Wealth Advisors, LLC with 15 years of industry experience. He holds a Series 65 designation and has previously worked at Strategy Financial Services and Redwood Investment Management, LLC. Rafal is also involved as a member or manager in several holding companies. Bayntree Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations by providing discretionary and non-discretionary investment management, retirement plan consulting, and comprehensive financial planning. The firm emphasizes long-term total return while limiting downside risk and employs a selective approach to third-party manager delegation.

Creighton Hardy is a CFP®, AEP®, CEPA® and ChFC® with 11 years of experience in the financial services industry. Our fees are based upon the value that we can create and complexity not assets necessarily unless we engage in asset management services. He is currently a Partner & Wealth Advisor at WestPac Wealth Partners after Exiting his own firm Hardy Wealth Management WestPac Wealth Partners an OSJ with Park Avenue Wealth Management, a subsidiary of Guardian Life, and previously worked at Northwestern Mutual for several years. Hardy is a Licensed Broker outside of Guardian

Don Larson is a CFP® professional with 20 years of experience in financial advising. He founded Larson Wealth Management, LLC in 2011 after seven years at Steele Larson Advisors, LLLP. Outside of his advisory work, he owns and manages Larson Business & Tax Solutions, a bookkeeping and tax preparation service, and serves as secretary and treasurer for AEM International (US) Ltd. Larson Wealth Management provides investment supervisory and consulting services to individual and institutional clients, including high-net-worth individuals, family offices, and employee benefit plans. The firm employs customized strategic asset allocations across various asset classes, combining fundamental and technical analysis with portfolio reviews at least quarterly.

Scott Cadieux is a CFP® with 27 years of experience in the financial services industry. He has worked at Fidelity Brokerage Services, Strategic Advisers LLC, and Fidelity Personal and Workplace Advisors before founding Echelon Private Wealth LLC, where he has been since 2020. Outside of his advisory work, he owns and operates a vending machine business and works as an independent insurance agent. Echelon Private Wealth provides discretionary portfolio management, asset allocation advice, and goal-based financial planning to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, offering customized investment strategies including options programs managed on a discretionary basis.

Chase Floyd is the principal advisor at The Financial Chase LLC, an independent firm based in Phoenix, AZ. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. He previously operated Floyd Financial Services LLC for 11 years. The Financial Chase LLC provides discretionary investment management and financial planning services to individual and business clients. The firm primarily uses diversified mutual funds and ETFs within a fundamental, long-term investment framework, managing accounts on a discretionary basis while offering standalone financial planning on an hourly or fixed-fee basis.

Jeffrey Lumin is a CFA® charterholder and the sole advisor at Transcend Advisor, Inc. He has nine years of experience at Transcend and five years as a self-employed professional prior to that. The firm provides discretionary investment management, financial planning, and consulting services to a range of clients including individuals, high net worth clients, family trusts, and charitable organizations. Transcend follows a long-term, value-oriented investment approach based on classic securities valuation principles, emphasizing dividend-yielding assets and diversified portfolios across multiple asset classes.

David Musser is a CFP® with 17 years of industry experience and the principal advisor at Musser Financial Planning, LLC since 2018. He previously worked at Financial Engines from 2016 to 2018. Musser is also a licensed insurance agent and occasionally offers commissionable insurance products to clients. Musser Financial Planning, LLC advises individual and high-net-worth clients on investment management and comprehensive financial planning, including taxes, retirement, insurance, education, and estate reviews. The firm employs long-term trading, fundamental analysis, modern portfolio theory, and quantitative methods to construct portfolios and incorporates both asset-based and fixed or hourly planning fee structures.

Robert Kerns III is a CFP® and Series 66-registered advisor with six years of industry experience. He is the sole advisor at Kerns Legacy Planning, an independent firm he founded after working at Morgan Stanley, Bank of America, Merrill, American Family Insurance, and The University of Arizona’s Eller College of Management. Outside of his advisory work, he serves as an assistant coach for the U14 age group with the Coyotes Amateur Hockey Association, a youth ice hockey organization in Arizona. Kerns Legacy Planning provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and business entities. The firm employs fundamental analysis, modern portfolio theory, and technical analysis to manage portfolios across various asset classes, with a focus on tailored investment policy statements, ongoing monitoring, and referral to third-party advisers when appropriate.

Joel Karpinski is the principal of Karpinski Financial, LLC in Scottsdale, AZ, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Purshe Kaplan Sterling Investments from 2012 to 2016. Karpinski Financial, LLC provides fee-for-service financial planning and investment management to individuals, businesses, and trusts, serving mainly mainstream individual households along with some high-net-worth or accredited clients. The firm offers both Strategic Asset Management and Active Management programs, tailoring portfolios across various asset classes and managing accounts on a discretionary or non-discretionary basis.

Sam De Green is the principal advisor at DeGreen Private Wealth, LLC in Scottsdale, AZ, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Allworth Financial, L.P. and DeGreen Capital Management, LLC. Before entering the financial industry, he worked at Berklee College of Music for four years. DeGreen Private Wealth provides investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm offers tailored portfolios using a range of securities and employs diverse analytic methods, including fundamental and quantitative analysis, along with corporate planning services and oversight of third-party managers.

Sergey Zaytsev is the sole advisor at zQuant Advisory, LLC, an independent firm based in Scottsdale, AZ. He holds a Series 65 designation and has four years of industry experience. Outside of his advisory role, he owns small computer software companies and is occasionally involved in computer consulting and product development. zQuant Advisory provides portfolio management, financial planning, and pension consulting to individual and high-net-worth clients. The firm employs a combination of quantitative, cyclical, and fundamental analysis, applying modern portfolio theory to construct portfolios tailored to each client’s risk profile and investment goals.

Zakriah Gardezy is a CFP® with nine years of industry experience, currently serving as the sole advisor at Wealthstone Private Wealth Management, LLC. He previously worked at Morgan Stanley and Wells Fargo in various capacities between 2016 and 2024. Wealthstone Private Wealth Management provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, corporations, and employer-sponsored retirement plans. The firm uses a comprehensive investment approach that includes fundamental, technical, quantitative, and sector analysis, and it offers a monthly subscription service aimed at young professionals and DIY investors.

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

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.

Dylan Huff is a financial advisor with Finest Edge Financial LLC in Scottsdale, AZ. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he worked at Anthem Strategist and Equitable Advisors. Outside of his advisory work, he provides tax preparation and consulting services through Anthem Strategist. Finest Edge Financial LLC offers portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm’s investment strategies are based on fundamental analysis and include a distinctive service of limited-scope ERISA 3(21) plan advisory arrangements.

Austin Roncancio is a financial advisor with Synchravest LLC in Scottsdale, AZ, holding a Series 65 designation and nine years of industry experience. He previously worked at Quantumvest Inc. for nine years and was involved with Fresh Air LP, an HVAC company, in a non-investment capacity. Outside of advising, he is an owner of an automotive company, Purple Enterprises. Synchravest LLC provides discretionary asset management primarily to individual and high-net-worth clients, combining fundamental and technical analysis with a mix of long-term, short-term, and income-oriented strategies. The firm employs performance-based fee arrangements with high-water-mark provisions for qualified clients and offers tailored recommendations based on each client’s financial situation.

Christopher Schembri is a CFA® charterholder and Series 63 licensee with 22 years of industry experience. He is the sole advisor at P3 Financial Management, LLC, an independent firm based in Scottsdale, AZ. In addition to his advisory role, Schembri works as a senior financial analyst at Intel Corporation, where he focuses on metrics related to material returns and process efficiency as part of Intel’s post-sales support. P3 Financial Management provides comprehensive financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm uses a fundamental analysis framework with a primarily long-term investment approach and offers customized portfolio construction alongside ongoing consulting to align strategies with client goals and risk tolerances.

Katrina Lessard is a CFP®-certified financial advisor with 24 years of industry experience. She is the sole advisor at Lessard Wealth Management, an independent registered investment adviser based in Scottsdale, AZ. Prior to founding her firm, Lessard has been affiliated with LPL Financial since 2015. In addition to her advisory work, she conducts financial education seminars and serves as a notary for client documents. Lessard Wealth Management provides financial planning, consulting, and discretionary portfolio management services primarily to high-net-worth individuals and their families. The firm employs a value-oriented, long-term investment approach combining fundamental and technical analysis, with customized advice delivered through modular written plans or ongoing portfolio management.