Bayntree Wealth Advisors, LLC

Ezra Alpert is a financial advisor at Bayntree Wealth Advisors, LLC in Scottsdale, AZ. He holds a Series 65 designation and has been with Bayntree since 2022. His prior experience includes roles at SP+ and TCI Wealth Advisors, as well as positions at Arizona State University, Tucson JCC, Congregation Bet Shalom, and The Gregory School. Bayntree Wealth Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm focuses on income planning and risk management over multi-year horizons, using mutual funds, ETFs, and selected third-party managers to implement its financial plans.

Jonathan Gengle is a financial advisor at Bayntree Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 65 credential with nine years of industry experience. His prior roles include positions at ROYAL FUND MANAGEMENT, LLC dba Wayfinder Wealth Management, AE Wealth Management LLC, and Union Retirement Solutions. Bayntree Wealth Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, focusing on income planning and risk management with a multi-year time horizon. The firm utilizes research, mutual funds, ETFs, and selected third-party managers to build portfolios and offers financial planning through various billing arrangements, including monthly subscriptions.

Andrew Rafal is a Series 65-licensed financial advisor with Bayntree Wealth Advisors, LLC in Scottsdale, AZ, where he has worked since 2015. He has 14 years of industry experience and is also involved as a member of a family holding company, AJW Capital Ventures. Bayntree Wealth Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm focuses on income planning and risk management over a multi-year horizon, using mutual funds, ETFs, and third-party managers to implement its Bayntree Blueprint financial plans.

Andrue Jorgensen is a financial advisor with Bayntree Wealth Advisors, LLC in Scottsdale, AZ. He holds a Series 66 designation and has five years of industry experience, including prior roles at Minnesota Life Insurance Company, Securian Financial Services, and Renaissance Financial. Outside of his advisory work, he serves as the Sponsorship Chair for the Arizona Region of the Porsche Club of America. Bayntree Wealth Advisors serves individual investors, pension plans, trusts, and charitable organizations, focusing on income planning and risk management with a multi-year time horizon. The firm uses a combination of research, mutual funds, ETFs, and selected third-party managers to implement customized financial plans and offers flexible billing arrangements including monthly subscriptions.

Jonathan Brant is a CFP® professional with nine years of industry experience, currently serving at Bayntree Wealth Advisors, LLC. His prior roles include positions at Cetera, ACI Financial, and Prudential Insurance Company of America. Outside of his advisory work, he is involved with Bayntree Planning Group, LLC, a state-licensed insurance agency. Bayntree Wealth Advisors provides investment management and comprehensive financial planning services to individual investors, pension plans, trusts, and charitable organizations. The firm emphasizes income planning and risk management through multi-year strategies, utilizing mutual funds, ETFs, and third-party managers within its Bayntree Blueprint financial plans.

Brian Hartstein is a financial advisor with Bayntree Wealth Advisors, LLC in Scottsdale, AZ, holding the ChFC® designation and securities licenses Series 63, 65, and 66. He has 31 years of industry experience, including prior work at National Planning Corporation from 2009 to 2016. Outside of his advisory role, Hartstein serves as Chief Operating Officer of Economic Concepts, Inc., a pension design firm, and is a managing partner at Anderstein LLC. Bayntree Wealth Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm focuses on income planning and risk management over a multi-year horizon, using research, mutual funds, ETFs, and selected third-party managers to implement its Bayntree Blueprint financial plans.