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 been with CBK Financial Advisors since 2017 and also operates East Valley Fiduciary Services, where he serves as an estate operations administrator. Additionally, Mr. Moore works as a licensed insurance agent. CBK Financial Advisors LLC provides portfolio management, financial planning, and pension consulting services for individuals, high-net-worth clients, and employee benefit plans. The firm employs a disciplined investment process combining fundamental analysis, modern portfolio theory, and technical analysis, offering a range of investment vehicles and a formal selection process for third-party managers.

Paul Drake Stockard is a financial advisor at DSA Asset Management, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at DSA Asset Management since 2016. DSA Asset Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporations and other businesses. The firm offers investment advice across a broad range of asset classes, using multiple analytical methods and active trading strategies tailored to client risk tolerance.

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 a financial advisor at Measured Horizon Wealth with a Series 65 designation and no prior industry experience. His background includes 18 years at Northrop Grumman and entrepreneurial experience as the owner of Creations Hair Design, LLC. Measured Horizon Wealth is an independent, fee-only registered investment adviser serving individual and high-net-worth clients with financial planning and portfolio management services, offering a two-phase model that combines fixed-fee foundational planning and tiered ongoing wealth management.

Ryan Taylor is a financial advisor at Conspecta Capital, LLC, with 11 years of industry experience. He holds a Series 65 designation and has been with Conspecta Capital since 2014. Conspecta Capital, LLC is an independent investment management firm serving individual clients with discretionary portfolio management. The firm primarily uses fundamental analysis supplemented by technical analysis to develop and rebalance target allocations, employing a mix of long-term, balanced, and occasional trading strategies under full discretionary authority.

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 the principal advisor at Kingsley Wealth Partners, Inc. in Gilbert, AZ. He holds a Series 65 designation and has experience working at Kingsley Wealth Partners since 2025, as well as prior roles at ATN Unlimited LLC, ZonBase, Kingsley Consulting LLC, and Grand Canyon University. Kingsley Wealth Partners is an independent firm offering discretionary and non-discretionary portfolio management, financial planning, and private wealth services tailored to individuals, high-net-worth families, trusts, estates, and small businesses. The firm integrates fundamental and technical analysis with modern portfolio theory, focusing on asset allocation, diversification, and appropriate trading strategies.

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!

Jared Peck is the sole advisor at Sage Advice Financial LLC in Mesa, AZ. He holds Series 65 and Series 63 licenses and has recently transitioned into financial advising after a career primarily in transportation, including roles at Swift Transportation and Ascend Transportation. Outside of advising, he provides fractional CFO services to small and mid-sized companies, including part-time CFO work at Ascend Transportation. Sage Advice Financial LLC offers portfolio management services to individuals, high-net-worth clients, and business entities, with customized investment policy statements and discretionary implementation. The firm employs a mixed investment approach incorporating strategic allocation, diversified portfolios, and an optional active equity trading strategy with weekly model updates and sector rotation, alongside a separate fractional CFO service.

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.

Anthony Morley is the sole advisor at Delphi Value Investments, LLC, an independent registered investment adviser based in Tempe, AZ. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to his current role, he worked at Cove Communities and Bossert Capital LLC. Outside of advising, Morley owns and operates RJ's Outdoor, a business specializing in custom ear plugs for shotgun shooters, and provides hunting guiding services. Delphi Value Investments manages discretionary portfolios primarily for individuals and businesses, focusing on a value-oriented approach with long-term investment horizons. The firm maintains concentrated portfolios and employs a variety of securities, including derivatives and foreign investments, when appropriate.

Rodd Miller is a CFP® with 17 years of industry experience, currently operating as the sole advisor at Miller Wealth Management in Gilbert, AZ. His prior experience includes roles at PFG Advisors and managing Miller Ventures, Inc. dba Miller Wealth Management. Miller Wealth Management provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth households, retirement plans, nonprofit organizations, and corporate treasuries. The firm uses documented client intake and planning frameworks, model allocations, ETF-focused portfolios, and tax-aware planning, offering both discretionary and non-discretionary services across wrap and non-wrap arrangements.

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.

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 a Series 65-licensed financial advisor with JTNC Wealth Advisors LLC in Mesa, Arizona, bringing two years of industry experience. He is also the managing member of Volare Capital Management LLC, a financial software development firm where he oversees software development and portfolio management teams. JTNC Wealth Advisors offers discretionary investment management through separately managed accounts to high-net-worth individuals, corporations, trusts, and foundations. The firm utilizes two automated, quantitative strategies focused on short-term trading with volatility-adjusted position sizing and dynamic exit rules.

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.