Dayne Ventrone

I started in the advice business in 2012 as an intern at First Allied Securities. Lucky for me, I got to see the inside of a lot of classic wealth management firms - how the sausage was made. Fast forward to 2016, I've worked a few years in the industry, but I'm not happy with my trajectory; I want to write my own story. A couple of industry guys create a platform called XY Planning Network, seemingly tailor-made for me & my dreams. I want to serve the next generation of clients in a fair & transparent way, and I'd like to do it on my own terms. XYPN's little push, their "Yes, you can do this" at the September 2016 conference in San Diego, was the catalyst for launching my firm, Montebello Avenue Limited Company, which went live in February 2017. Today, my firm serves 50+ clients locally & throughout the country. I couldn't be more proud of our clientele or more hopeful about the future of the firm. Some more personal quick-hits: BS, Computational Mathematical Sciences, Arizona State University CERTIFIED FINANCIAL PLANNER™ Published in the New York Times, Wall Street Journal, Barron's, and the Alpha Architect blog Mississippi native Youngest of 4 siblings I love basketball, baseball, sushi, and my dog's underbite Married on 10/10/2020 to the love of my life

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.

Garrett Daily is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to their needs. He provides ongoing advice and adjusts plans as clients’ situations evolve. Garrett’s expertise spans general investing, retirement planning, and saving for unexpected events. He emphasizes understanding what matters most to his clients and their families to help create actionable strategies to pursue their financial objectives. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor’s Degree from Post University.

Kenneth Grossnickle is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1997. With over 25 years of experience in the financial services industry, he specializes in family wealth management strategies, legacy planning, and managing new wealth. His work focuses on strategic planning and the implementation of financial strategies designed to help affluent families, individuals, and business owners achieve their goals and preserve their lifestyle. Ken’s expertise includes goals-based wealth management, asset allocation strategies, portfolio management, and personalized financial guidance. Ken holds several professional designations, including the Chartered Retirement Planning Counselor (CRPC), Accredited Domestic Partnership Advisor (ADPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He earned a Bachelor of Science degree in Business Administration with a focus on Finance from the Eller College of Management at the University of Arizona. Ken remains actively involved with the Eller College and has served on the Parent Advisory Board at the University of Tennessee, Knoxville. Outside of his professional work, Ken engages in various volunteer activities in the Phoenix community, including involvement with Phoenix Children’s Hospital and The Society of St. Vincent de Paul. He enjoys hiking, football, music events, and skiing in his personal time.