At CURRENTS Wealth Strategies, we believe transitioning into retirement should feel like an exciting milestone, not a source of stress. We provide total transparency and partnership so you can step away from work and focus on your highest values. Combining modern digital tools with tailored human guidance, we help families with $1M+ in assets streamline complex balance sheets into a confident, sustainable retirement plan. How we serve you: Your "Retirement Paycheck": We unify diverse income streams into a steady, tax-efficient monthly income stream, giving you total freedom to enjoy life after work. Proactive Tax Optimization: We design multi-year strategies to minimize your lifetime tax burden, keeping more of your hard-earned wealth under your control. Focused Investments: Your portfolio is strategically managed to thrive across market cycles while prioritizing downside protection for your core capital. Legacy & Impact: We structure your estate and gifting strategies to support future generations and the causes closest to your heart.

David Gerszewski is a financial advisor with Vivere Wealth Management LLC in Chandler, AZ, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has concurrently maintained roles at Citadel Law Firm PLLC as an estate-planning attorney and at Gerszewski Insurance as an insurance agent. Vivere Wealth Management serves individuals, married couples, trusts, and estates by offering financial planning, investment advisory services, and portfolio management. The firm follows a Modern Portfolio Theory-based approach with diversified, low-cost mutual funds and ETFs, periodic rebalancing, and optional tax-loss harvesting, while also providing educational seminars and newsletters.

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.

Jeremy Mcclymonds is a financial advisor at FORM Prosperity Wealth Advisors, LLC in Chandler, AZ, with 17 years of industry experience and a Series 66 designation. His background includes roles with Clarus Wealth Advisors, Crown Capital Securities, and Ash Brokerage, among others. Outside of his advisory work, he manages a real estate business focused on buying and selling land. FORM Prosperity Wealth Advisors, LLC is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers discretionary asset management and integrated financial planning tailored to each client’s goals, time horizon, and risk tolerance, managing over $100 million for more than 300 clients.

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.

Paul Drake Stockard is the sole advisor at DSA Asset Management, LLC in Chandler, AZ, holding a Series 66 designation with 10 years of industry experience. He has been with DSA Asset Management since 2016 and previously worked at Wells Fargo Clearing in 2015. DSA Asset Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporate and business clients. The firm uses multiple analysis methods and a range of investment strategies tailored to client objectives and risk tolerances.

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.

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!

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.

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.

Chris Dountz is the sole advisor at DCA Investment Advisory, LLC in Chandler, AZ, holding a Series 65 designation with 18 years of industry experience. He has been with DCA Investment Advisory since its founding in 2008. DCA Investment Advisory provides discretionary investment management and retirement plan consulting to individual clients, trusts, and plan sponsors. The firm emphasizes low-cost passive, index-linked model portfolios while allowing concentrated common-stock allocations under specific criteria, and offers pension consulting and service-provider selection services uncommon for a firm of its 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.

Michelle Patel is the sole advisor at Patel Wealth Strategies, Inc. in Chandler, AZ, holding a CFP® designation with 24 years of industry experience. She has prior experience at FSC Securities Corporation, Inc. and operates a health and life insurance business alongside her advisory role. Patel also serves as Secretary of the Board of Ministry at Epiphany Luther Church. Patel Wealth Strategies, Inc. serves individual, high-net-worth, and business clients with comprehensive asset management, financial planning, and consulting. The firm follows a Modern Portfolio Theory-based investment process with customized asset allocation, primarily managing assets on a non-discretionary basis and offering a mutual-fund-only program through American Funds.

Alexander Telidis is a CFP® professional with 17 years of industry experience. He is the principal advisor at Innovative Financial Solutions, Inc., where he has worked since 2017. Prior to that, he was with ProEquities Inc. from 2015 to 2017. Outside of his advisory role, Telidis also works as an independent insurance agent. Innovative Financial Solutions, Inc. serves individuals, high-net-worth clients, small businesses, and employer-sponsored retirement plans through financial planning, discretionary portfolio management, and recommendations of third-party investment managers. The firm emphasizes retirement plan consulting and offers tailored portfolios using various strategies, managing about $93.2 million in discretionary client assets as of August 2026.

Richard Grant is the managing member of RFG Capital Management LLC in Gilbert, AZ, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with RFG Capital Management since 2008. Additionally, he is the managing member of American Insurance Planners LLC, a non-investment related insurance agency. RFG Capital Management LLC provides advisory services primarily to higher-net-worth and institutional clients, focusing on comprehensive financial planning and consulting. The firm acts mainly as a referrer to third-party investment advisors rather than directly managing client accounts.

Geoffrey Johnson is a financial advisor at Wealth Management Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Questar Asset Management. In addition to his advisory role, he is an insurance agent specializing in fixed insurance sales and also maintains a notary public commission. Wealth Management Advisors, LLC provides fee-based financial planning and portfolio management primarily for individual clients, managing approximately $4.1 million across 73 accounts. The firm uses documented investment policy statements and combines fundamental and technical analysis while monitoring and rebalancing accounts quarterly, employing third-party managers and offering educational seminars.