Top cross-border / expatriate tax planning financial advisors working with high-net-worth individuals in Gilbert, AZ

Nicholas Lombardozzi is a CFP® professional with six years of industry experience, currently serving as the sole advisor at Kingdom Wealth Advisers in Gilbert, AZ. His prior experience includes roles at Creative Planning, Keystone Wealth Partners, Edelman Financial Engines, Edelman Financial Services, and Barrows Sollenberger Group. Kingdom Wealth Advisers provides portfolio management and planning services primarily for individual and high-net-worth clients, as well as retirement plan accounts. The firm employs a Modern Portfolio Theory-based approach favoring passive, long-term strategies and offers fiduciary advice to retirement and IRA accounts with documented client risk tolerance and investment policies.

Jason Jensen is a financial advisor at Osaic Wealth Inc with 18 years of industry experience and holds a Series 66 designation. He has previously worked at Ameriprise, Wells Fargo Clearing, and several other firms. Jensen is based in Gilbert, AZ. Osaic Wealth Inc serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment options, utilizing advanced asset-allocation tools and supports both discretionary and non-discretionary account management.

Nicholas Harris is a Series 65-licensed advisor with Clear Skies Financial in Gilbert, AZ. He has 19 years of experience with Northrop Grumman and has been with Clear Skies Financial and RejuvGen since 2026. Outside of his advisory work, he is a part-owner of Unique Ink Printing LLC, a printing company offering screen printing, embroidery, decals, and vinyl services. Clear Skies Financial serves individual and high-net-worth clients with discretionary asset management, financial planning, and 401(k) consulting. The firm manages approximately $24 million across a small client base, providing portfolio management through a sponsored wrap fee program that incorporates both fundamental and technical analysis.

Ryan Droeg is a financial advisor at United Advisor Group with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Strategic Financial Alliance, Sagepoint Financial, and H.Beck, Inc. In addition to his advisory work, he is involved in insurance sales specializing in non-variable insurance and has a bookkeeping and tax-related role with Farnsworth Company. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers a range of services including investment management, financial and retirement planning, and family office services, utilizing a combination of proprietary model portfolios, custom-traded accounts, and third-party money managers.

Robert Wojcik is a financial advisor at W Wealth Advisors in Gilbert, AZ, holding Series 63 and Series 66 designations with 15 years of industry experience. He has been with W Wealth Advisors since 2010. W Wealth Advisors is a fee-only investment adviser serving individuals, corporations, trusts, foundations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, retirement-plan advisory services, and hourly consulting through a customized, client-centered process that integrates both fundamental and technical analysis, utilizing a mix of active and passive investment strategies.

Anthony Caba is a financial advisor at Transition Financial Advisors Group, LLC in Gilbert, AZ, with two years of industry experience. He holds a Series 65 designation and has prior work history at Office Depot and Florida International University. Transition Financial Advisors Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary investment management and wealth management services, combining portfolio management with financial planning and also provides outsourced tax-preparation services and management of variable annuity sub-accounts.

Mark Wilson is a financial advisor at Branson Fowlkes & Co Inc with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Branson Fowlkes & Co since 1999, as well as at Triad Advisors, Inc. from 2008 to 2022. Outside of his advisory role, he serves as the treasurer for Boy Scouts of America Troop 1891. Branson Fowlkes & Company provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and small- to medium-sized businesses, employing a strategic diversification approach that combines asset-class allocation with multiple investment styles and manager selections.

John Clagett is a financial advisor with One Capital Management, LLC in Fort Collins, CO, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior work includes roles at 2 Four2 LLC, Q4 Wealth Management, Inc., Crump Life Insurance, and Nations Financial Group, Inc. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory and retirement plan solutions, advisory consulting, and cash management services, and acts as investment adviser to the FundX suite of ETFs.

Joseph Accurso is a Wealth Management Advisor at Merrill Lynch Wealth Management. He serves as a Senior Portfolio Manager on an international advisory team, advising high-net-worth individuals, families, and institutions on complex investment and planning needs across global markets. His role involves managing personalized strategies that may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. With nearly two decades as a CERTIFIED FINANCIAL PLANNER® professional and over a decade of prior experience as a proprietary trader, Joseph combines institutional trading experience with holistic wealth planning. His expertise spans risk-managed, data-driven portfolio construction, asset allocation, and downside protection, especially in volatile markets. He focuses on wealth accumulation, preservation, multi-generational transfer, integrating investment management with tax-aware planning, estate strategies, and cross-border considerations. Joseph holds a Bachelor's degree from Rutgers University and professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), and Personal Investment Advisor (PIA). He is fluent in English and Italian. Outside of his professional work, his personal interests include adventure sports, billiards, boxing, chess, football, horseback riding, music, skiing, spending time with his family, and watching movies.

Nicholas Taggart is a CFP® with 23 years of industry experience currently serving at ACR Alpine Capital Research, LLC. He has worked at ACR Alpine since 2017 and previously was with Cetera Advisors LLC from 2013 to 2017. Outside of his advisory role, he is a joint owner of a rental property in Canby, Oregon. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, including high net worth individuals and retirement plans. The firm employs a fundamentally valuation-based, bottom-up investment approach across various equity and multi-asset strategies and manages both registered mutual funds and private pooled vehicles along with sub-advisory, wrap, and UMA relationships.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.