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.

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.

Jeffrey Nabers is the principal of Nabers Wealth LLC, an independent registered investment adviser based in Scottsdale, AZ. He holds a Series 65 credential and has five years of industry experience. In addition to his advisory role, Mr. Nabers serves as CEO of multiple related businesses, including firms focused on retirement plan consulting, life insurance production, and digital asset services, and he manages a crypto hedge fund as the general partner of Coin Capital LLC. Nabers Wealth serves individuals and businesses, including high-net-worth clients, managing discretionary and non-discretionary portfolios that may include publicly traded securities, private investments, real estate, and digital assets. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation and periodic rebalancing, while maintaining flexibility for shorter-term trading.

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.

Shawn Tehrani is the sole advisor at Tehrani Wealth Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has led his independent firm since 2010. Tehrani Wealth Management provides comprehensive portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm offers tailored advice using a range of investment methods including charting, fundamental, technical, and cyclical analysis, and manages client accounts primarily on a non-discretionary basis.

Mitchell Eaton is a financial advisor at Legacy Wealth Advisors, LTD. based in Phoenix, AZ. He holds a Series 65 designation and has three years of industry experience. Prior to joining Legacy Wealth Advisors, he worked at E&K Accounting and was affiliated with the University of Arizona. Legacy Wealth Advisors, LTD. provides discretionary and limited non-discretionary asset management and financial planning to individuals, high-net-worth clients, and some institutions. The firm develops written investment policies tailored to each client and employs both fundamental and technical analysis to manage portfolios focused on publicly liquid securities, with ongoing monitoring and rebalancing.

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.

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.

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.

Dean Domask is the principal advisor at Domask Wealth Management, LLC in Phoenix, AZ, holding the CFP® and Series 63 designations with 15 years of industry experience. He has led Domask Wealth Management since its founding in 2010. Domask Wealth Management provides ongoing wealth management and financial planning primarily for individual households, as well as pension and profit-sharing plan clients, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and pension consulting services, including plan reviews and participant education seminars, with a focus on tailored investment strategies and a formal pension consulting offering that includes an ERISA fiduciary role for plan sponsors.

Kenneth Holman is a financial advisor at Overland Advisors with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Overland Advisors Corporation since 2025. Holman is also Chairman of the Board for The Overland Group Inc., a commercial development and construction company he has been involved with for nearly 40 years and is currently helping his sons manage. Overland Advisors is an independent, fee-based registered investment adviser that provides investment management, financial planning, and consultation services to a diverse client base, including retirement plans, trusts, charitable organizations, corporations, and individual investors. The firm emphasizes customized investment policy statements and ongoing portfolio monitoring, with a notable practice of referring clients to real estate services due to the principal’s involvement in a vertically integrated real estate group.