CFP®-certified, active portfolio management financial advisors in Scottsdale, AZ

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.

John Heilner is a financial advisor at WT Wealth Management, LLC in Scottsdale, AZ, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with WT Wealth Management since 2013. Heilner was also involved with WT Tax Accounting from 2014 to 2023. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension plans, charitable organizations, and businesses. The firm uses proprietary investment models focused on diversification, low fees, and quarterly rebalancing, and it offers ESG options and values-based screening, alongside affiliated professional services such as tax accounting and estate law.

Scott Pilchard is a financial advisor at Independent Financial Group, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Manning & Napier Advisors, Midfirst Trust Company, and LPL Financial. He serves as Co-Chairman of the Arizona Agricultural Education FFA Foundation's fund development committee. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm utilizes a combination of firm- and third-party models for portfolio management and offers financial planning, separately managed accounts, and retirement plan services.

Abe Askil Jr. is a CFP® with 29 years of industry experience, currently serving as a principal advisor at Titan Capital Management since 2021. He was previously with Titan Capital Management, LLC for 20 years. Abe holds a Series 63 license and is based in Scottsdale, AZ. Titan Capital Management provides discretionary portfolio management and financial planning to individuals, businesses, pension and profit-sharing plans, and other registered investment advisors. The firm uses a Global Tactical Asset Allocation approach with proprietary quantitative models to manage assets across various strategies and serves approximately 129 clients with $84.2 million in regulatory assets under management.

John Fitzpatrick is a financial advisor at Savvy with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.M. Arbour, LLC, Foundations Investment Advisors LLC, Fitzco Trading, and Gelber Group White Plains. In addition to his advisory role, he is involved in insurance sales and provides referrals to a tax advisory firm. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform and third-party sub-advisers.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

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.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

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.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.