Ryan Larson is a financial advisor with Firstline Financial LLC in Gilbert, AZ, holding a Series 66 designation and 14 years of industry experience. Prior to joining Firstline Financial in 2020, he worked at Kalos Management, Inc. and Kalos Capital, Inc. Larson is also the owner of Strkn LLC, a business focused on designing and fabricating custom machined parts. In addition to his advisory role, he has worked as an engineer for the City of Phoenix since 2005. Firstline Financial LLC provides discretionary asset management and financial planning primarily for individual clients, including retirement, tax, estate, and cash-flow planning. The firm manages a private fund and employs a combination of fundamental, technical, and charting analysis to tailor portfolios to client goals and risk tolerance.

Janel Durfee is a financial advisor at Wealth Resource Investment Advisors LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Tribeca Financial, LLC. Durfee is also a licensed insurance agent and manages Turnkey Management LLC, a family office. Wealth Resource Investment Advisors LLC provides portfolio management services primarily to high-net-worth individuals and charitable organizations, offering customized investment strategies across a broad range of asset classes including private placements and venture capital funds. The firm employs a variety of analytical methods and trading strategies tailored to client objectives and risk tolerances.

Uncommon for most financial professionals, my background spans psychology, teaching, puzzles, and gymnastics. All of which has helped me become the woman and financial advisor I am today. Having started life in the state of Washington, I moved to Arizona for college. After several years, I found my understanding of individual behavior was well suited to helping people learn about finances. Once I saw first-hand how life changing the results of good financial planning can be for a person, it was like I was struck by lightning. There could be nothing else I would be satisfied doing professionally – being a financial advisor was my calling. As a CERTIFIED FINANCIAL PLANNER™ professional, my passion is helping couples and career-focused individuals who are building wealth and maintaining careers while balancing multiple goals to work toward financial success. I’m a strong advocate of empowering people about money; my mission is to help you overcome the unique challenges you may face to help you successfully achieve financial security and peace of mind so you can focus on what’s important to you. I received my undergraduate degree in Finance from Arizona State University W.P. Carey School of Business. Originally from Shoreline Washington, I’ve called the Valley of the Sun home since 2001.

Patrick Moore is a financial advisor with CBK Financial Advisors LLC in Mesa, AZ, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. He has worked at firms including Northwestern Mutual Investment Management and Contego Capital Group, and spends a significant portion of his time managing estate and trustee operations through East Valley Fiduciary Services. He is also a licensed insurance agent. CBK Financial Advisors LLC offers portfolio management, financial planning, and pension consulting services for individuals, high-net-worth clients, and employee benefit plans. The firm combines fundamental, technical, and modern portfolio theory analyses, employs both long and short-term trading strategies, and formally documents each client engagement with an Investment Policy Statement.

Ariane Jariwala is a CFP® and Series 63-registered advisor with over 14 years of experience, including a long tenure at The Vanguard Group, Inc. She is the founder of Jariwala Financial Wellness, LLC, where she provides fee-only financial planning and consulting. Jariwala Financial Wellness serves individuals and families by offering budgeting, debt management, retirement and college-savings planning, investment education, and tax and insurance planning guidance. The firm focuses on investor education and DIY portfolio guidance, charging flat fees and subscription options rather than asset-based fees or commissions.

Jacob Ornelas is the principal advisor at Measured Horizon Wealth, an independent registered investment adviser based in Gilbert, AZ. He holds a Series 65 designation and has experience in engineering and corporate operations through his 18 years at Northrop Grumman, alongside ownership of a small business since 2013. Measured Horizon Wealth provides financial planning and wealth management services to individuals and high-net-worth households, using a blend of active and passive investment strategies informed by modern portfolio theory and fundamental analysis. The firm offers both foundational planning and tiered ongoing management, with a focus on structured service delivery and customized planning projects.

Ryan Taylor is a financial advisor at Conspecta Capital, LLC, holding a Series 65 designation with 12 years of industry experience. He has been with Conspecta Capital since 2014. Conspecta Capital is an independent investment management firm serving individual clients with discretionary portfolio management services. The firm uses fundamental analysis supplemented by technical analysis to develop targeted, periodically rebalanced allocations, employing a range of strategies including long-term buy-and-hold, balanced approaches, and occasional short-term trading.

Aaron Richards is a financial advisor at Kingsley Wealth Partners, Inc. in Gilbert, AZ. He holds a Series 65 designation and has been working in the financial industry since 2021, with prior experience at ATN Unlimited LLC, ZonBase, and Kingsley Consulting LLC. He also worked at Grand Canyon University from 2016 to 2021. Kingsley Wealth Partners is an independent firm offering discretionary and non-discretionary portfolio management, financial planning, and private wealth services to a diverse client base that includes individuals, high-net-worth families, trusts, small businesses, and various institutional clients. The firm’s investment approach combines fundamental and technical analysis with modern portfolio theory, focusing on asset allocation and diversification tailored to each client’s objectives and risk tolerance.

I’m Steven Chau, owner of Know Your Worth Financial and a CERTIFIED FINANCIAL PLANNER™. Know Your Worth Financial was started to help immigrants and young minority professionals achieve financial independence in an increasingly complex financial environment. We help clients achieve this by simplifying personal finance and by offering a safe space for people to talk openly about money and get the tools necessary to build a thriving financial future. Growing up in Arizona as a second-generation Chinese-American, outside of being told just to “save more and spend less”, conversations around money didn’t get much more complex. It wasn’t until I started my career in finance that I learned how underprepared my generation was when it came to personal finance. During my decade in the financial services industry, I observed a woeful lack of attention paid towards millennials and minority communities. As I progressed in my career, traditionally firm prerequisites like net worth and investable made it more and more difficult to help the people I was closest to. I started Know Your Worth Financial to move away from that traditional structure and work with more people like you. I hope you enjoyed learning a little bit about me. I look forward to meeting you and learning about your journey!

Jared Peck is the sole advisor at Sage Advice Financial LLC in Mesa, AZ. He holds Series 65 and Series 63 licenses and began his advisory career in 2025. Prior to establishing his firm, Jared worked extensively in the transportation industry, including roles at Swift Transportation and Ascend Transportation, where he also serves as a fractional CFO for small and mid-sized companies. Sage Advice Financial LLC offers ongoing portfolio management to individuals, high-net-worth clients, and business entities, providing customized investment policy statements and discretionary implementation. The firm’s investment approach includes a range from long-term strategic allocation to an optional active equity trading strategy with weekly model updates, combining fundamental, quantitative, technical, charting, and cyclical analyses, and may involve short-term trading and margin transactions.

David McBride is a CFP® with over 41 years of experience in financial advisory and investment services. He has been the president of McBride Financial Services, Inc. since 1994 and is also associated with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He holds a Series 63 license and operates as an independent insurance agent and CPA, providing tax planning and preparation services. McBride Financial Services, Inc. offers personalized investment analysis, consulting, and comprehensive financial planning to individuals, families, retirement plans, trusts, charitable organizations, and corporations. The firm employs fundamental and economic cycle analysis in its planning-focused, non-discretionary approach and utilizes fixed or hourly planning fees rather than asset-based fees.

Robert Wojcik is a financial advisor at W Wealth Advisors in Gilbert, AZ, holding Series 63 and Series 66 designations with 15 years of industry experience. He has been with W Wealth Advisors since 2010. W Wealth Advisors is a fee-only investment adviser serving individuals, corporations, trusts, foundations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, retirement-plan advisory services, and hourly consulting through a customized, client-centered process that integrates both fundamental and technical analysis, utilizing a mix of active and passive investment strategies.

Rodd Miller is a CFP® professional with 18 years of experience in financial advisory services. He is the principal advisor at Miller Wealth Management, an independent firm he has led since 2026, following prior roles at PFG Advisors and Lucia Capital Group. Miller has experience providing investment advisory services through various entities and holds the Series 66 license. Miller Wealth Management offers investment management and financial planning to individuals, high-net-worth households, and institutional clients such as corporate treasuries and nonprofit funds. The firm employs a tax-aware approach with model allocations primarily using ETFs, structured notes, and third-party managers, and it manages over $100 million in assets while participating in sponsored program platforms including those offered by LPL.

Ramsey Brock is the sole advisor at Brock Asset Management in Gilbert, AZ, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been affiliated with Fulton Brock Asset Management since 1991. Brock Asset Management serves individuals, trusts, small businesses, and nonprofit organizations, providing portfolio management and non-discretionary advisory services for employer 401(k) plans. The firm employs a value-oriented fundamental screening process focused on established, large-capitalization companies for long-term holding and offers educational workshops and regular communications for 401(k) plan participants.

Diane Ouellette is a CFP® and Series 65-registered financial advisor with 22 years of experience. She is the sole advisor at Gold Canyon Financial Planning, an independent fee-only firm she has led since 2004. Ouellette also has experience with Herring Cove Financial Planning dating back to 2001. Gold Canyon Financial Planning provides personalized financial planning and discretionary investment management primarily for individuals, couples, and families, including retirees, professionals, and business owners. The firm emphasizes a long-term, buy-and-hold investment approach using diversified, low-cost mutual funds, ETFs, and fixed-income instruments, and also offers educational workshops and pro bono services to a nonprofit organization.

Gregory Johnson is a Series 65-licensed financial advisor with 18 years of industry experience. He has been the sole advisor at Vision Financial Services, Inc. since 2007 and also operates Vision Financial Advisors, LLC, which he founded in 2002. In addition to his advisory work, he is involved in insurance sales through Vision Financial Design Group, LLC, dedicating approximately 30% of his time to this business. Vision Financial Services is an independent, solo advisory firm managing approximately $20.3 million for individuals, trusts, estates, and charitable organizations. The firm provides discretionary asset management and financial planning, employing fundamental, technical, and cyclical analysis and offering access to third-party money managers.

Christopher Anthony is the principal of JTNC Wealth Advisors LLC, an independent advisory firm based in Mesa, AZ. He holds a Series 65 designation and has three years of industry experience. Christopher is also the managing member of Volare Capital Management LLC, a financial software development firm supporting trading strategies used by JTNC Wealth Advisors. JTNC Wealth Advisors offers discretionary investment management through separately managed accounts to high-net-worth individuals, corporations, trusts, and foundations. The firm employs automated, quantitative strategies focused on relative-value equity pair trading and trend-following in futures and commodities, using short-term, volatility-adjusted trading models.

Vearle Jones is a financial advisor with VM Jones Financial Consulting, L.L.C. in Gilbert, AZ, holding a PFS™ designation along with Series 63 and 65 licenses, and has 13 years of industry experience. He has been with his own firm since 2003. In addition to advising, he owns and operates an affiliated accounting and tax preparation business. VM Jones Financial Consulting manages approximately $48 million for a client base that includes individuals, trusts and estates, charitable organizations, pension and profit-sharing plans, and corporate entities. The firm employs discretionary investment management with model portfolios, combining fundamental and asset-class valuation analysis, and maintains custody through Schwab Institutional. Its client mix features a larger proportion of institutional and non-individual accounts compared to many independent advisers of similar size.

William Newman is the sole advisor at Newman's Financial Planning in Queen Creek, AZ, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has led his firm since 2015. Newman's Financial Planning serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm emphasizes passive investment management using index funds and ETFs, incorporates cyclical analysis into its portfolio decisions, and offers a combination of retainer-based financial planning and specialized pension-plan consulting services.

James Rosebrough Jr. is a financial advisor with Strategic Financial Group, PLC in Mesa, Arizona, holding Series 63 and 65 licenses and bringing 25 years of industry experience. He has been with Strategic Financial Group since 2009 and also manages private real estate lending funds through AZDOT, LLC, where he serves as a managing member. Outside of advising, he is involved in real estate as a licensed agent and participates in a bookkeeping and tax firm owned jointly with his wife. Strategic Financial Group provides discretionary portfolio management and comprehensive financial planning primarily for individuals and high-net-worth clients. The firm uses a combination of fundamental, technical, cyclical, and charting analyses to tailor portfolios aligned with client investment policies and manages roughly $16.7 million across about 85 accounts, including the sponsorship and management of private Regulation D real estate lending funds.