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Cole L
Series 63, Series 66
Scottsdale, AZ
John Moore & Associates Inc
Cole Leonida is a financial advisor with John Moore & Associates Inc. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and having nine years of industry experience. Prior to joining John Moore & Associates in 2021, he worked at Raymond James Financial Services and Capital Financial Group. Outside of his advisory role, he owns and operates a personal brand website and social media platform. John Moore & Associates provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, foundations, and institutions. The firm employs quantitative equity models and diversified strategies, including Biblically Responsible Investing, tailored to client objectives and risk tolerances.
Greg H
Series 63, Series 65, Series 66
Scottsdale, AZ
John Moore & Associates Inc
Greg Hartenbower is a financial advisor with John Moore & Associates Inc in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. His previous roles include positions at Raymond James Financial Services Advisors Inc. and USAA Financial Planning Services. Outside of his advisory work, he directs men's religious retreats for churches throughout Arizona. John Moore & Associates provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, foundations, and institutions. The firm employs proprietary quantitative equity models, multi-blend asset allocation, and specialized strategy portfolios, including Biblically Responsible Investing, tailored to client objectives and risk tolerances.
Gary F
CFP®, Series 63
Scottsdale, AZ
John Moore & Associates Inc
Gary Ferguson is a CFP® with 11 years of experience in the financial services industry. He is currently with John Moore & Associates Inc, where he has worked since 2021. Prior to this, he held roles at The Vanguard Group and several other firms. John Moore & Associates is a registered investment adviser managing approximately $970 million in client assets. The firm serves individuals, high-net-worth clients, trusts, foundations, and retirement accounts, employing model-based portfolio management strategies across equity, fixed income, and blended allocations.
John O
CFP®, Series 63, Series 66
Albuquerque, NM
John Moore & Associates Inc
John Onesti is a Certified Financial Planner (CFP®) with 18 years of industry experience. He is currently with John Moore & Associates Inc, where he has worked since 2021. His prior experience includes roles at GWFS Equities, Fidelity Investments, The Mutual Fund Store, One STI Investment Advisors, and TD Ameritrade. John Moore & Associates Inc is a registered investment adviser that offers financial planning and discretionary portfolio management to individuals, high-net-worth clients, foundations, and other institutions. The firm employs proprietary quantitative equity models and a diverse range of strategy portfolios, including equity, fixed income, income, alternatives, and Biblically Responsible Investing, tailored to client objectives and risk tolerances.
Brian C
Series 66
Albuquerque, NM
John Moore & Associates Inc
Brian Cochran is a financial advisor with John Moore & Associates Inc in Albuquerque, NM, holding a Series 66 designation and having 20 years of industry experience. He has worked at John Moore & Associates and Raymond James Financial Services since 2013 and was previously with Thrivent Investment Management from 2006 to 2013. Outside of advising, he is a co-author with partner John Moore. John Moore & Associates is a registered investment adviser serving individuals, high-net-worth clients, foundations, and institutions with personalized financial planning and discretionary portfolio management. The firm utilizes quantitative equity models, multi-blend asset allocations, and strategy portfolios across various asset classes, including equity, fixed income, alternatives, and offers values-based screening options such as Biblically Responsible Investing.
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