James Kennon is the principal of Kennon Wealth Management, LLC, an independent advisory firm based in Goodyear, AZ. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to founding Kennon Wealth Management in 2012, he established the Jim Kennon Financial Network in 2011, through which he also operates as a licensed insurance agent. Kennon Wealth Management serves a select group of individual clients by coordinating investment services with third-party money managers rather than managing assets directly. The firm provides ongoing liaison, reporting support, and client reviews, operating on a referral and revenue-sharing model that includes licensed insurance activities and incentive arrangements with third-party managers.

Carlos Alvarado is the principal of Alvarado & Associates, LLC, an independent advisory firm based in Glendale, AZ. He holds a Series 65 designation and has eight years of industry experience. Prior to founding his firm, he worked with Althia Capital Advisors and currently holds a financial analyst role at Jacobs Solutions. Additionally, he is associated with Caudal Capital in Panama, where he holds a license to provide investment advisory services. Alvarado & Associates offers discretionary portfolio management to individuals and families, including high-net-worth clients, focusing on diversified portfolios that emphasize income generation, risk management, and long-term capital stewardship. The firm manages client accounts on a discretionary basis, conducting regular reviews and utilizing Interactive Brokers for execution and global access.

Patrick Church is the sole advisor at Church Capital, an independent investment advisory firm based in Buckeye, Arizona. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Church has operated Church Capital since 2013. Church Capital serves individuals, high-net-worth clients, and a limited number of pension and profit-sharing plans, managing approximately $23 million in discretionary assets. The firm provides ongoing discretionary portfolio management, directs clients to third-party money managers when appropriate, and acts as an ERISA 3(38) fiduciary offering retirement plan model management and consulting.

John Welch is the principal advisor at Welch Private Wealth in Litchfield Park, AZ. He holds a Series 65 designation and has 0 years of industry experience. Prior to founding the firm, he served 16 years in the United States Air Force and currently serves in the Air Force Reserves as an F-35 instructor pilot. Welch Private Wealth provides comprehensive financial planning, project-based planning, and discretionary investment management primarily for individual and high-net-worth clients. The firm combines fundamental analysis with Modern Portfolio Theory to develop customized investment strategies and offers educational seminars and workshops to groups and the public.

Dale Meyer is the sole advisor at Dynamic Financial Solutions, LLC, an independent registered investment adviser based in Glendale, AZ. He holds Series 65 and Series 66 licenses and has 19 years of industry experience. In addition to his advisory role, he is the founder and volunteer manager of AZ Naturals, a nonprofit youth baseball and football organization. Dynamic Financial Solutions serves a very small client base, providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm uses individualized investment policies with periodic rebalancing and quarterly reviews, and it also assists clients with third-party money manager selection and monitoring, including corporate and employee-benefit plan accounts.

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.

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.

Christopher Carlton is a CFP® with 15 years of industry experience. He has worked at Edward Jones for 15 years before joining North Wind and Sun Advisory LLC, where he has been since 2026. North Wind and Sun Advisory LLC provides wealth management services to individuals and high-net-worth clients through both discretionary and non-discretionary portfolio management, as well as comprehensive financial planning and consulting. The firm primarily constructs diversified portfolios using low-cost mutual funds and ETFs, while allowing for individual stocks, bonds, and margin transactions when appropriate.

Brian Kramer is a Series 66 licensed financial advisor with 15 years of industry experience. He has been the sole advisor and owner of Blk Financial Advisors, LLC since 2010. The firm serves individuals, including some high-net-worth clients, as well as trusts, offering financial planning and discretionary portfolio management. Blk Financial Advisors applies a mix of technical, fundamental, and cyclical analysis to construct conservative, low-turnover portfolios of stocks, bonds, mutual funds, and ETFs. The firm manages approximately $5.4 million in client assets and serves an unusually broad client base for a solo adviser, including institutional and organizational accounts such as charitable organizations, corporate, pension, and governmental clients.

Christine Carlton is a financial advisor at EPS Wealth Management with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Estate Planning Solutions since 2015 and Carlton Financial, Inc. since 2004. Outside of advising, she owns and operates Carlton Financial Inc., an independent insurance agency, and is involved as a business consultant specializing in tax incentives and corporate finance as well as an associate with a network marketing organization. EPS Wealth Management is a small, supported registered investment advisor managing approximately $30.1 million for about 299 clients. The firm provides wealth management, financial planning, and portfolio management services for individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses, employing a long-term investment approach that incorporates both fundamental and technical analysis.

Alex Miller is a CFP® with one year of industry experience, currently affiliated with EPS Wealth Management. He previously worked at The Hebets Company and LifeBrokers. EPS Wealth Management is a small, supported registered investment advisor managing approximately $30.1 million for nearly 300 clients. The firm provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses, employing a long-term investment approach that incorporates both fundamental and technical analysis.

Edwin Ashton is an investment advisor at Arete Financial Solutions, LLC with four years of industry experience. He holds a Series 65 designation and is also a licensed attorney since 2011, focusing his legal practice on estate planning, probate, and business transactional law through his firm, Ashton Law, PLLC. Arete Financial Solutions provides portfolio management and financial planning services to individual and corporate clients, utilizing a documented investment process that includes fundamental analysis and modern portfolio theory. The firm integrates in-house legal and accounting expertise alongside traditional investment management, offering a distinctive range of services including a wrap-fee program and managed-model solutions.

Howard Luekenga is a financial advisor at AZ Legacy Wealth LLC with a Series 65 designation and one year of industry experience. Prior to his current role, he worked in various positions including marketing and pest control, as well as community service roles with the Church of Jesus Christ of Latter-day Saints and the City of Phoenix. AZ Legacy Wealth LLC provides discretionary asset management services to a diverse client base, using quantitative and fundamental analysis to tailor portfolios to individual goals and risk tolerance. The firm emphasizes long-term holdings, periodic rebalancing, and incorporates Envestnet UMA overlay services when appropriate.

Munib Haddad is a financial advisor with SunStreet Securities, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with SunStreet Securities since 2007. SunStreet Securities is a small advisory firm serving individual and high-net-worth clients, offering portfolio management, financial planning, and asset review services. The firm manages approximately $5.9 million in client assets using a mix of fundamental, technical, and cyclical analysis, primarily through mutual funds, with accounts reviewed at least quarterly.

James Tewalt is a financial advisor at EPS Wealth Management in Glendale, AZ, with 19 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. In addition to his advisory role, Mr. Tewalt is involved in several business activities including legal document preparation, serving as a certified legal document preparer, and running a life and health insurance agency. He also operates a horse boarding business. EPS Wealth Management is a small registered investment advisor managing approximately $30.1 million for nearly 300 clients, providing wealth management, financial planning, and portfolio management services. The firm employs a long-term investment approach utilizing a mix of mutual funds, ETFs, individual securities, and alternative investments, and offers tailored strategies for individuals, trusts, estates, charitable organizations, and small businesses.

Todd Thompson is a Series 65-licensed financial advisor with 20 years of industry experience. He has been with Rogue Advisors, LLC since 2013. Rogue Advisors is a fee-only registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable institutions, corporations, and other business entities. The firm primarily uses passive, diversified model portfolios and offers both discretionary portfolio management and fiduciary services for qualified retirement plans.

Ross Luekenga III is a financial advisor with AZ Legacy Wealth LLC in Glendale, AZ, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has worked at AZ Legacy Wealth LLC since 2014 and operated as a sole proprietor since 2007. He is also an independent insurance agent involved in life and disability insurance. AZ Legacy Wealth LLC provides discretionary asset management services to individual clients, including both high-net-worth and non-high-net-worth individuals. The firm employs quantitative and fundamental analysis tailored to clients’ goals, time horizons, and risk tolerances, emphasizing long-term holdings and periodic rebalancing.

Blake Welch is a financial advisor with Arete Financial Solutions, LLC and holds a Series 66 designation. He has four years of industry experience, including previous roles at Mutual of Omaha Insurance Company and Securities America, Inc. Outside of finance, he works as a bouncer at The Womack in Phoenix. Arete Financial Solutions provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporate and business entity clients. The firm employs fundamental analysis and modern portfolio theory to develop tailored investment allocations and offers both non-wrap advisory services and a wrap-fee program.

Dale Terwedo is a CFP® and ChFC® with 42 years of experience in the financial industry. He has worked at TFS Advisors, LLC since 2013 and previously spent 24 years at FSC Securities Corporation. Terwedo is also a licensed insurance agent and occasionally discusses insurance options with clients. TFS Advisors serves individual and high-net-worth clients, charitable organizations, and businesses by providing investment management, financial planning, third-party adviser selection, and standalone tax preparation services. The firm manages approximately $135 million on a non-discretionary basis, using fundamental analysis to build diversified, risk-based portfolios.

Phillip Krznarich is a financial advisor at Thunderbird Wealth Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Securities America Inc. He serves as a board member of the Chino Valley Education Foundation, a nonprofit organization. Thunderbird Wealth Management provides discretionary investment management and integrated financial planning to individuals, trusts, estates, institutions, and employer-sponsored retirement plans. The firm employs a top-down, tactical investment approach and offers both a proprietary wrap fee program and an automated investment option through Schwab’s Institutional Intelligent Portfolios platform.