Michael Tarascio is a CFP® with four years of industry experience, currently serving as the sole advisor at Tarascio Financial Planning, LLC in Mesa, AZ. Prior to founding his firm, he worked at JPMorgan Chase bank for eight years. Tarascio Financial Planning, LLC provides investment management and financial planning services to individuals, corporations, and employer-sponsored retirement plans. The firm emphasizes passive investment strategies using index funds and ETFs, alongside corporate retirement plan consulting and employee financial wellness programs.

Matthew Sylvester is the principal of Saffron Consulting Services LLC in Chandler, AZ, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Homes Direct since 2018, in addition to his self-employed insurance sales and business consulting activities that began in 2008. Saffron Consulting Services LLC provides investment advisory and retirement plan consulting primarily to pension plans, plan sponsors, and institutional clients, as well as business owners and affluent individuals. The firm’s investment process focuses on written Investment Policy Statements, asset allocation, manager selection, and periodic rebalancing, typically implementing client instructions on a non-discretionary basis.

Robert Siddoway is a CFP® with 14 years of industry experience, currently serving as the sole advisor at Tetrant Financial in Queen Creek, AZ. His prior experience includes a role at Dana & Associates and involvement with Tetrant Legal and Tetrant LLC, through which he manages estate planning, insurance brokering, and philanthropic consulting activities. Tetrant Financial provides investment portfolio management and modular personal financial planning for individuals, high-net-worth families, trusts, foundations, and corporate clients. The firm combines quantitative, technical, and fundamental analysis with tactical cash management and risk management, integrating investment advice with estate-planning and insurance services through affiliated businesses.

Raymond Kelsey is a financial advisor at Finco Investment Services, Inc. in Gilbert, AZ, holding a Series 65 designation with 20 years of industry experience. He has been with Finco since 2012. Finco Investment Services, Inc. serves individuals, trusts, estates, charitable organizations, corporations, and other business entities, providing discretionary portfolio management along with financial consulting and planning services. The firm employs a proprietary screening process combining fundamental and technical analysis to tailor investment allocations based on client risk tolerance and time horizon.

Cortney Giles is a CFP® professional with 12 years of experience in the financial industry. She has worked at Archstone Wealth Advisors, LLC since 2019 and previously spent five years at MMWKM Advisors, LLC. Archstone Wealth Advisors provides wealth management planning, investment management, tax preparation, and educational seminars to individuals, families, trusts, businesses, estates, and other advisers. The firm offers discretionary portfolio management and coordinates with independent managers as needed, integrating tax planning into its advisory process and using a flat, net-worth-and-complexity-based fee structure.

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.

Michael Furois is a CFP® and Series 65 registered advisor with 28 years of industry experience. He has been the sole advisor at The Planning Associates, Inc. in Phoenix, AZ since 1991. The Planning Associates provides fee-only, fiduciary financial planning and investment advisory services to individuals and various institutional clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment philosophy using fundamental, technical, and cyclical analysis, and emphasizes pension consulting and individualized planning through a sole CFP®-credentialed principal.

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.

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.

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.

Jaime Hinojosa is a CFP® with 45 years of experience in the financial industry. He has been with Quality Wealth Management since 2003 and previously worked at Osaic Wealth, Inc. and Signator Investors, Inc. Jaime operates as the sole advisor at his independent firm in Phoenix, AZ. Quality Wealth Management offers comprehensive financial planning to individuals, professionals, business owners, trusts, estates, and pension and profit-sharing plans. The firm focuses on planning and recommendations rather than ongoing asset management, delivering services through fixed-fee, retainer, or hourly arrangements.

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.

My philosophy is to help as many as possible (Reach) while making those I'm helping smarter and savvier with their finances (Teach), all with an eternal/kingdom focus. ​ I spent the first 25 years of my career focused on building some of the world's most innovative technologies. It was thrilling. It was fun. I was also a client of a financial advisor during this time. Looking back, I can't believe I stayed with him for 20+ years. I was young, naive, and didn't know what I didn't know. In 2019, I arrived at a fork in the road. I reached the halftime of my career. In a decision based on faith, I pivoted and stepped through the proverbial open door to financial advising. That door led to another, which led to another. This is how I began my financial planning journey.​ Now, I'm setting out to be the advisor I wish I had. My mission is to be a biblically-centered advisor who cares for, gets to know, and proactively guides my clients to become financially free and to do it with an eternal stewardship mindset, sending treasures forward to where it matters. Read more of my story at https://www.r1t1.com/george

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.

Stephen John is a financial advisor at Tortoise Wealth Management in Tempe, AZ, holding a Series 66 designation with 11 years of industry experience. He previously worked at Northsight Wealth Management, LLC and First Financial Equity Corporation. His firm offers fee-based investment advisory and financial planning services to individuals and institutional clients, managing approximately $11.2 million for about 56 clients. Tortoise Wealth Management employs a tactical allocation strategy across a wide range of investment instruments and provides qualified retirement plan consulting with ERISA Section 3(21) fiduciary services and participant education.

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.