Martin Guerrero is a CFA® charterholder and holds a Series 63 license, with four years of industry experience. He has worked at Meridian Passage since 2025 and previously held roles at TerraNova Capital Equities, Courtyard Advisors, Rhythm Beverage Group, Circle AMG, and SunChase Holdings. Outside of his advisory work, he serves as a director for Agave Pay, Inc., a payment processing company, advising on corporate strategy. Meridian Passage, LLC provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, and businesses. The firm’s investment approach is based on Modern Portfolio Theory, focusing on personalized financial plans and investment policy statements, using mainly passive, low-cost funds and managing accounts under client-granted discretionary authority.

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.

Kyle Rakestraw is a financial advisor at Verab Financial Advisory LLC in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Honeywell International and a period of retirement. Verab Financial Advisory is an independent firm serving individual clients seeking financial literacy, budgeting, retirement planning, and decision support. The firm focuses on client education and guidance without discretionary portfolio management, using analysis and AI tools to support personalized recommendations.

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.

Terry Salomon is the sole advisor at T.A. Salomon Asset Management PLLC in Phoenix, AZ, holding Series 63 and Series 66 designations with 16 years of industry experience. He has led his independent firm since 2013, focusing on discretionary portfolio management and financial planning. T.A. Salomon Asset Management serves individual and high-net-worth clients by preparing individualized Investment Policy Statements that outline client goals and risk tolerance. The firm employs a combined fundamental and cyclical analysis investment approach, utilizing both long-term and short-term trading strategies with discretionary trading 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.

Abdul Hakeem Hamdan is the sole advisor at Groundwork Financial Partners and holds a Series 65 designation. He has professional experience in both financial advisory and dental practice management, including roles at Dental Financial Partners PLLC and Phoenix Biological Dentistry. Prior to his current work, he spent six years at Black & Veatch. Groundwork Financial Partners provides investment management and advisory services to individuals, employer-sponsored retirement plans, and other entities, offering a range of financial planning, tax support, and retirement consulting services. The firm combines fundamental, technical, and cyclical analysis in its portfolio construction and maintains a close relationship with related accounting and tax practices.

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.

Wilbert Guilford Jr. is a CFP® professional with nine years of industry experience and operates Wilbert Guilford, CFP, PLLC in Phoenix, AZ. He has worked in tax and business consulting since 1991 as a CPA and has provided personal financial counseling through Zeiders Enterprises since 2015. Guilford also maintains an affiliated accounting practice where he prepares income tax returns and offers tax-related advice. His firm offers commission-free, fee-only financial planning and consulting to individuals, families, and small businesses, focusing on retirement, college savings, estate planning, insurance review, and business development. Operating under a fiduciary standard, the firm develops investment policy statements and asset-allocation models primarily using no-load mutual funds and passive index vehicles, without exercising portfolio management discretion or custody of client assets.

Dave Hutchison is a CFP® with 45 years of industry experience and is the sole advisor at Hutchison Investment Advisors in Phoenix, AZ. He has been with Hutchison Investment Advisors Inc. since 1988 and previously at Cetera and Cetera Advisors LLC. Hutchison Investment Advisors serves a small client base with personalized financial planning and non-discretionary investment recommendations, focusing on individual clients, profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes diversified, buy-and-hold portfolios and operates as a small, self-supervised practice without discretionary management or custody of client assets.

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.

James Kragenbring is the sole advisor at Aquifer Capital, LLC, based in Phoenix, AZ, holding the CFA® designation and a Series 65 license with eight years of industry experience. He has served as Senior Vice President for Institutional Administration and Assistant Professor of Business and Christian Studies at Midwestern Baptist Theological Seminary since 2017 and is a trustee on the Board of Bethlehem College and Seminary. Aquifer Capital previously provided discretionary investment management to pooled vehicles and separate accounts, serving funds, endowments, non-profit organizations, trusts, and high-net-worth individuals. The firm’s investment approach focused on absolute-return objectives through quantitative and qualitative analysis, though it is not currently managing client assets.