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.

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.

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.

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.

Paul Antoniadis is a financial advisor at Scenario Wealth Management LLC, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Grasslands Family of Companies and Good Natured Products, as well as entrepreneurial involvement with Scenerio Ventures since 2010. Scenario Wealth Management LLC provides investment advisory services to individuals, high-net-worth clients, and other advisers through discretionary and non-discretionary asset management, standalone financial planning, and a multi-tier Virtual Family Office/Scenario Stewardship program. The firm employs a combination of hourly consulting and fixed-fee offerings, utilizes fundamental and technical analysis along with modern portfolio theory, and incorporates derivatives for portfolio management within separately managed 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.

Darnell Grossi is a financial advisor with True North Wealth Management, LLC in Mesa, AZ. He holds the Series 66 designation and has 13 years of industry experience, including seven years at Edward Jones prior to joining True North Wealth Management in 2019. True North Wealth Management is a state-registered investment adviser serving individual and high-net-worth clients. The firm offers investment management through a wrap fee program, as well as project-based and hourly financial planning services, with an emphasis on passive portfolio construction using low-cost index funds and ETFs complemented by fundamental analysis.

Gregory Stott is a financial advisor at Approach Capital LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Asset Management and Stoker Ostler, a part of BMO Financial Group. Outside of his advisory work, he is involved in managing an outdoor boat and RV storage facility and participates in a business manufacturing outdoor family yard games. Approach Capital LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, using a long-term investment approach grounded in modern portfolio theory. The firm manages client assets internally and delivers personalized investment oversight through individualized Investment Policy Statements.

Anthony Caba is a financial advisor at Transition Financial Advisors Group, LLC in Gilbert, AZ, with two years of industry experience. He holds a Series 65 designation and has prior work history at Office Depot and Florida International University. Transition Financial Advisors Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary investment management and wealth management services, combining portfolio management with financial planning and also provides outsourced tax-preparation services and management of variable annuity sub-accounts.

Jeffrey Brandeen is a financial advisor with Fiduciary Architects LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Western International Securities, Inc. for 19 years. Outside of his advisory role, he teaches Intro to International Business as an online instructor at the University of Phoenix and serves as a regional director for the nonprofit Y Service Club of Pasadena. Fiduciary Architects LLC is a California-registered investment adviser serving individual clients, trusts, estates, and business entities with discretionary portfolio management and comprehensive financial planning. The firm employs a variety of analytical methods to implement both long- and short-term strategies, managing a small client base with personalized investment approaches.

Richard Everhart is a financial advisor at Clarity Wealth Management, L.L.C. in Gilbert, AZ, with 15 years of industry experience. He holds the Series 66 designation and has been with Clarity Wealth Management and LPL Financial since 2016. Clarity Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, offering both discretionary and non-discretionary options. The firm uses a variety of analysis techniques and implements strategies ranging from long-term investing to short-term trading, often relying on model portfolios to serve a large client base efficiently.

Joseph Weber is a financial advisor at Integrated Financial Solutions, PLLC in Mesa, AZ, with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Integrated Financial Solutions and Voya Financial Advisors during his career. Outside of advising, he is also an independent insurance agent specializing in the sale of individual and group fixed insurance products. Integrated Financial Solutions, PLLC serves individuals, trusts, estates, charitable organizations, and business entities with fee-only financial planning and portfolio management. The firm focuses on retirement-plan fiduciary services and employs a documented investment process that includes fundamental, technical, and cyclical analysis.