Kathleen Owens is a financial advisor at Aurora Financial Planning & Investment Management LLC in Scottsdale, AZ, with 12 years of industry experience. She holds the Series 66 designation and has worked at Aurora since 2018, following five years at Alta Pacific Wealth Management LLC. Aurora Financial Planning & Investment Management LLC provides discretionary investment management and financial planning services to institutional and individual clients, including individuals age 50+, single women, married couples, high-net-worth individuals, small business owners, and employer retirement plans. The firm emphasizes asset-allocation-driven portfolios using index mutual funds and ETFs, employs forward-looking risk analytics, and offers individualized planning with behavioral finance elements and flexible billing arrangements.

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.

Shane Farina is a CFP® professional with 17 years of experience in the financial advisory industry. He is the sole advisor at Box Hill Private Wealth in Scottsdale, AZ, where he has worked since 2022. Prior to that, he held roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Box Hill Private Wealth manages approximately $137.5 million in discretionary assets for individuals, high-net-worth clients, charitable organizations, and small businesses. The firm employs a multi-faceted investment approach that includes fundamental, technical, cyclical, quantitative, and qualitative analysis to construct long-term, actively allocated portfolios, offering strategies such as equity income, growth, tax-efficient, and ESG investments.

Jon Lindquist is the sole advisor at Linx Equities, LLC, an independent firm based in Scottsdale, AZ. He holds a Series 65 designation and has 25 years of industry experience, including 16 years with Linx Equities. Outside of his advisory work, he spends a small portion of his time giving private golf lessons. Linx Equities serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary portfolio management along with limited consulting and hourly financial planning. The firm focuses on client-specific asset allocation with an emphasis on conservative money management and long-term buy-and-hold strategies, all managed personally by Mr. Lindquist.

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!

Jon Basha is the sole advisor at JB Advisory LLC in Scottsdale, AZ. He holds a Series 65 designation and has two years of industry experience. His prior work includes six years at SMS Financial and two years at Amazon. JB Advisory LLC is a boutique, state-registered investment adviser serving a small group of individual clients, including high-net-worth individuals. The firm provides investment advice without managing or taking custody of client assets and does not accept discretionary trading authority. Its advisory services are tailored to clients' financial goals using economic and technical analysis while avoiding high-frequency and high-risk strategies.

Duc Pham is the principal of Sonoran Investment Advisors, LLC and holds a Series 65 credential with two years of experience in financial advising. He also operates a surgical practice, Duc M Pham MD, PC, where he performs surgeries and manages clinical operations. Sonoran Investment Advisors provides portfolio management and financial planning services primarily for individual and high-net-worth clients, creating tailored Investment Policy Statements based on client goals and risk tolerance. The firm employs a diverse investment approach that includes both traditional and non-traditional strategies, offering discretionary and non-discretionary management options.

Jon Paul Holyoak is the principal advisor at Holyoak Wealth Management, LLC, an independent firm based in Paradise Valley, AZ. He holds Series 63 and Series 66 designations and has 23 years of industry experience. His previous roles include founding and operating Holyoak Wealth Management since 2013. Outside of advising, he serves as an officer for JP and J Marketing Services, Inc., a company providing marketing services unrelated to investments, and participates in local nonprofit organizations supporting education in Scottsdale, AZ. Holyoak Wealth Management is a single-advisor firm managing approximately $11.4 million on a discretionary basis for about 35 clients, including individuals, high-net-worth clients, trusts, and business entities. The firm offers customized, fee-based investment management across various securities and advises on insurance, retirement plans, and education savings, tailoring strategies based on client risk tolerance, objectives, and investment restrictions.

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.

Alex Hilbert is the sole advisor at Life Story Wealth Planning in Scottsdale, AZ, with 13 years of experience in the financial industry. He holds Series 65 and Series 63 licenses and has previously worked at THE Vanguard Group, Inc., JNR Networks LLC, and Hilbert Financial Group LLC. Hilbert maintains an outside business to which he devotes part-time hours. Life Story Wealth Planning provides discretionary wealth management to high-net-worth individuals and corporations and publishes an investment newsletter with optional paid premium tiers. The firm employs a proprietary three-layer investment process involving fundamental, technical, and macro analysis, utilizing options, futures, short positions, and concentrated asset-class selection within an active management approach.

Joseph Mangone is a CFP® with 18 years of industry experience and has led J. Mangone Capital Management LLC since 2011. Based in Paradise Valley, AZ, he holds Series 63 and Series 65 licenses and operates as the sole advisor at his independent firm. J. Mangone Capital Management provides discretionary portfolio management and financial planning primarily for individual clients, including a significant portion of high-net-worth households. The firm’s portfolios emphasize privately negotiated equity positions and municipal/state bonds, serving a relatively small client base with a high assets-per-client ratio.

Adam Zingg is a CFA® charterholder and the principal advisor at The Balance of Trade in Scottsdale, AZ, with seven years of industry experience. He has held teaching roles at multiple institutions, including Grand Canyon University and Maricopa County Community Colleges, since 2014. Outside of his advisory work, he co-owns an online educational content business targeting homeschoolers, worldschoolers, and gap-year students. The Balance of Trade provides advisory and educational services primarily to individual investors, with occasional clients such as trusts, family offices, and pension plans. The firm focuses on a top-down strategic allocation framework complemented by tactical adjustments and emphasizes education and consulting over discretionary management.

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.

John Klevens is a CFP® with 34 years of industry experience, currently serving at Sequel Capital Management, LLC since 2026. His prior roles include positions at Mariner Wealth, PFG Advisors, Securities America, Arbor Point Advisors, and Kms Financial Services. Sequel Capital Management provides discretionary investment management, wealth-management services, and standalone financial planning to individuals, high-net-worth clients, trusts, and estates. The firm utilizes a long-term, customized approach combining fundamental and technical analysis across a range of securities and operates a wrap fee program uncommon among firms without active SEC-registered advisors.

Casey Corbett is a CFP® and holds a Series 66 license with nine years of industry experience. He is the principal of Corbett Wealth Management LLC, an independent advisory firm he founded in 2022. Casey also has a longstanding role at the Mayo Clinic since 2012. Corbett Wealth Management LLC is a boutique firm offering discretionary portfolio management focused on higher-net-worth individuals. The firm employs a blend of Modern Portfolio Theory and fundamental analysis to create diversified, tailored portfolios, with ongoing monitoring and rebalancing.