Bayntree Wealth Advisors, LLC

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.

Ezra Alpert is a financial advisor at Bayntree Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 65 designation with one year of industry experience. His prior work history includes roles at SP+ and TCI Wealth Advisors, as well as involvement with Arizona State University, Tucson JCC, Congregation Bet Shalom, and The Gregory School. Bayntree Wealth Advisors serves individuals, pension plans, trusts, estates, charitable organizations, and corporations by providing investment management, retirement plan consulting, and comprehensive financial planning. The firm emphasizes long-term total return with risk management and utilizes a limited selection of third-party managers when appropriate, offering services on both as-needed and ongoing bases.

Jonathan Gengle is a financial advisor with Bayntree Wealth Advisors, LLC in Scottsdale, Arizona, holding a Series 65 designation and 10 years of industry experience. He has worked previously at ROYAL FUND MANAGEMENT, LLC dba WAYFINDER WEALTH MANAGEMENT, AE Wealth Management LLC, and Union Retirement Solutions. Bayntree Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations with investment management, retirement plan consulting, and financial planning. The firm focuses on long-term total return while limiting downside risk, managing a selective group of third-party managers, and offers both ongoing and as-needed planning services.

Andrue Jorgensen is a financial advisor at Bayntree Wealth Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Securian Financial Services Inc and Renaissance Financial. Outside of his advisory role, he volunteers as the Sponsorship Chair for the Arizona Region of the Porsche Club of America. Bayntree Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, providing investment management, retirement plan consulting, and comprehensive financial planning. The firm emphasizes long-term total return with attention to limiting downside risk and uses a tailored planning process known as the Bayntree Blueprint.

Jonathan Brant is a CFP® with 10 years of experience in financial advisory. He currently works at Bayntree Wealth Advisors, LLC, joining the firm in 2025 after roles at Cetera, ACI Financial, and Prudential Insurance Company of America. He is also involved with Bayntree Planning Group, LLC, a state-licensed insurance agency where he provides insurance recommendations. Bayntree Wealth Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm focuses on long-term total return with risk management and offers customized financial planning and investment management using a limited set of third-party managers when appropriate.

Brian Hartstein is a ChFC® professional with over 32 years of experience in financial advising. He has worked with Bayntree Wealth Advisors, LLC since 2016 and previously held roles at National Planning Corporation and OSAIC Services, Inc. Hartstein serves as COO of Economic Concepts, Inc., a pension design firm, and participates on the advisory board of Phoenix Tax Workshop, as well as the board of directors of First Financial Resources. Bayntree Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations by providing investment management, retirement plan consulting, and comprehensive financial planning. The firm emphasizes long-term total return while managing downside risk and offers customized planning documented through the Bayntree Blueprint.