Adrian M Arvayo

Wendy Hobbs is the principal of Hobbs Advisory Services in Tucson, AZ, with 45 years of experience in the financial industry. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2004. She also serves as a Notary Public for the State of Arizona. Hobbs Advisory Services is a state-registered investment adviser that provides financial planning and consulting primarily for individual clients and families. The firm offers hourly, stand-alone planning engagements without managing client assets, focusing on tailored advice related to retirement, tax efficiency, estate planning, insurance, education funding, and cash-flow analysis.

Darla East is a financial advisor at D Squared Capital Management, LLC, an independent firm based in Oro Valley, AZ. She holds a Series 65 designation and has 22 years of industry experience, including 16 years at her current firm. D Squared Capital Management provides discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages portfolios using a mix of fundamental, technical, charting, and cyclical analysis, offering both wrap fee and non-wrap advisory arrangements, and employs a range of strategies including active trading, option-based stock replacements, and limited short-sale transactions.

John Gareau is the sole advisor at Jaguar Investment Services, Ltd., an independent firm based in Marana, Arizona. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Gareau has been with Jaguar Investment Services since 1987. Jaguar Investment Services provides investment supervisory services and individualized portfolio management to a small client base that includes individuals, trusts, estates, and corporate clients. The firm emphasizes continuous, discretionary management primarily using no-load mutual funds and exchange-traded funds, tailoring portfolios to clients' objectives, risk tolerance, and liquidity needs.

I’m a flat fee-only fiduciary who blends financial planning and tax expertise into one streamlined, all-in-one system that supports every part of your financial life. I handle the implementation and maintenance of your plan so you’re not left doing the heavy lifting—and because I don’t sell anything, the advice is always completely unbiased. Clients come to me with any question, big or small, knowing I’ll meet them where they are, explain things clearly, and offer practical, judgment-free guidance. And when couples need clarity or alignment, I help translate complex choices into simple, realistic terms so decisions feel shared, intentional, and confident.

Ronald Knapp is the sole advisor at RH Knapp & Co. He holds a Series 63 designation and has 27 years of industry experience. His career has been focused entirely at RH Knapp & Co., where he has worked since 1989. RH Knapp & Co. is an independent firm providing discretionary investment management primarily to individuals, trusts, small corporations, and various institutional clients. The firm emphasizes individual securities selection through fundamental and technical analysis, generally recommending equity investments for clients with a minimum five-year horizon and operating under limited trading discretion.

Phillip Kaiser is a CFP®, CFA®, and Series 65 credentialed financial advisor with 10 years of industry experience. He is the sole advisor at PK Quantitative Investing, LLC, an independent firm he has led since 2021. Prior to founding his firm, he worked at Raskob Kambourian Financial Advisors, Ltd. for several years. PK Quantitative Investing, LLC provides ongoing portfolio management and investment planning primarily for individual and high-net-worth clients. The firm employs a core-and-satellite investment approach combining passive index funds with actively selected funds, equities, bonds, and options strategies, managing client portfolios with discretionary authority.