Hi, I'm Anthony – a CFP® and father of three who specializes in helping successful professionals turn scattered financial decisions into a coordinated wealth-building strategy. You're doing well, but between stock options, tax planning, debt payoff, and investment choices, there are too many moving pieces to navigate without the right financial partner. I started Dynamic Financial Planning because I watched too many successful professionals struggle with this. Traditional AUM models ignore you during your most critical wealth-building years, leaving you to figure it out alone when the stakes are highest. The Dynamic Approach is different: ✔ Human-first planning that meets you where you are – progress over perfection, always. Your financial house gets built with architecture designed for your real life, not some textbook scenario. ✔ Purpose-driven strategy that starts with your "why." When we're clear on what you're building toward, every decision becomes easier. We invest early and often because your dreams can't wait for perfect timing. ✔ Complete wealth architecture whether you're breaking free from debt to build serious assets or protecting substantial wealth for your family's future. ✔ True partnership that delivers what you really want: optimized returns, protected wealth, and the confidence to actually enjoy your success instead of constantly worrying about it. The result? You sleep better knowing your financial foundation is solid, and your family's future is secure. I'm easy going and enjoy working with people virtually or in-person at times that are convenient for them. At the end of the day, my goal is to earn your trust and build you the financial house that you deserve. Schedule: https://www.dynamic-fp.com/schedule Message: anthony@dynamic-fp.com Virtual planning nationwide: New York San Francisco Los Angeles Santa Monica San Diego Las Vegas Austin Houston Dallas Miami Chicago Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming In-person planning: Scottsdale Phoenix Gilbert Chandler Mesa Cave Creek Peoria Glendale

My name is Alex and I provide fee-only ongoing-subscription and flat-fee project based financial planning and advisory services to mid-career professionals & retirement plan consulting services to business owners and plan sponsors. As your financial advocate, we help you navigate the increasing complexity of the financial markets and regulations with a customized strategy, tracking your progress and making adjustments as your needs and goals change. I have 21+ years of experience in the financial industry and held roles in trading, financial product distribution, private banking, and wealth management. I graduated with a business degree from the Eller College of Management at The University of Arizona and also am a CERTIFIED FINANCIAL PLANNER™ certificant and Certified Investment Management Analyst® designee. My office is located in downtown Phoenix, AZ and I work with clients in-person and remotely across the United States.

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 founded Styra Wealth Management because I wanted to do this work the right way: clear advice, strong execution, and a relationship that actually makes clients' lives easier. My core values are clarity and stewardship. Medical professionals carry enough complexity and responsibility already. My job is to simplify the money side, so you can make confident decisions and feel in control of your financial life. I work primarily with physicians, APPs, and other medical professionals who want their retirement to feel like a controlled descent down a mountain instead of a leap of faith. High income helps, but doesn't automatically create a great outcome. Between taxes, student loans, investing, and major life decisions, it can be hard to get a single, coordinated strategy that ties it all together. That's why I pair tax-efficient retirement planning with tax preparation. Planning is both technical and behavioral. We'll dig into the numbers, including cash flow, savings targets, investments, risk management, and retirement projections. Then we'll translate that into an actionable roadmap of the best next steps so there's no second-guessing. And beyond the numbers we'll also work through what you want your life and retirement to look like, and what "enough" means for you. My role is to collaborate, guide, and help you execute a plan for a life you love, and continue refining it as life changes. I look forward to learning what's most important to you, and where you want to go.

Throughout my career, I quickly became the "go-to" resource for colleagues, family, and friends needing financial advice and guidance. Through my desire to educate, bring transparency to financial services, and help others succeed, I founded Objective Wealth. I differentiate by servicing those seeking a fiduciary planner who provides a tax-focused comprehensive approach, objective insight, and level of service that will guide you to identify and help achieve your goals. I completed my Masters of Business Administrator at Thunderbird School of Global Management and attended Michigan State where I received my bachelor's degree. Prior to financial planning, I spent many years in the education services business. I was involved with designing learning tools, education technology, and delivering services to classrooms throughout the country. I grew up in a family of educators and providing education is an essential part of my values. In my free time, you can find me hiking, camping, cooking, and scuba diving. Gina and I enjoy traveling and spending time with our dog, Murphy.

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.

I was born and raised in Phoenix, Arizona. Grew up camping, riding bikes, swimming, making friends and appreciating the beauty of the desert. I graduated from Northern Arizona University with a Bachelors of Science in International Hospitality Management. This curriculum sparked my interest in finance. After graduation, I worked for the Four Seasons Resort in Scottsdale as an Operations Manager and then I progressed to the Accounting Team. Early in my career, each evening, I found myself reading about investments and markets. I lived through the Global Financial Crisis. This event shaped my thinking significantly. The experience of taking risk, enduring loss of capital and recovering, motivated me through a journey of learning. Along the way I was influenced by several voices (Jim Rickards, Raoul Pal, Dr. Chris Martenson, Jack Bogle, Jim Bianco, Ray Dalio and many more). I progressed in my career and moved to Vanguard, where I served for nearly 9 years. The majority of that time I served clients as a dedicated financial advisor in the Personal Advisor Service. Clients trusted Vanguard and I, in no small part because of the sensibility and legacy of it’s Founder, Jack Bogle. During my work at Vanguard I told Vanguard’s Story and espoused their beliefs about the future. In mid 2022 I resigned from Vanguard, on good terms, to found my own enterprise: CRB Strategic Services. Now, I will tell my own story. A narrative that depicts wealth even more broadly, in all of its forms, including Living, Knowledge, Material and Emotional Capital. Through study, I have developed a view that the next 20 years are unlikely to look and feel as the last 20 years have. Thereby, clients will need advice that many other firms, for various reasons, refuse to provide. I believe that most of us already sense that our world and society are changing and so I believe that CRB Strategic Services is in the right place at the right time to deliver clients to the most resilient and prosperous financial and life outcomes possible. I’m looking forward to hearing from you. Please click on of the Contact buttons and engage with me today.

Edmund Steinert is a Financial Advisor at Merrill Lynch Wealth Management, specializing in comprehensive wealth management strategies. He works with individuals, families, and businesses to develop personalized financial plans that address investment planning, retirement planning, tax-efficient strategies, and risk management. Edmund emphasizes a client-centric approach, focusing on building long-term relationships grounded in trust and a clear understanding of each client's unique financial goals. With professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Accredited Asset Management Specialist (AAMS), and Personal Investment Advisor (PIA), Edmund leverages his expertise and the extensive resources of Merrill Lynch to provide guidance tailored to life’s changes. His practice concentrates on areas such as education planning, family wealth management, legacy planning, retirement income, and catering to women and wealth. He holds a Bachelor's Degree from Franklin College. Outside of his professional role, Edmund is involved in the community through Rotary. He also enjoys boating, fishing, and spending time with his family.

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.