Leonard Anderson is a financial advisor at LHA Capital Partners with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Laurel Wealth Advisors. Outside of his advisory role, Anderson provides business consulting services to a behavioral treatment center and is involved as an executive producer and investor in film finance projects. LHA Capital Partners offers discretionary portfolio management and financial consulting to individual and high-net-worth clients, utilizing firm-developed model portfolios and a blend of technical and fundamental analysis within a modern-portfolio framework.

Joseph Seep is a CFP® with 32 years of industry experience and the principal of Joseph Seep & Associates, LLC in Tempe, AZ. He has been operating his own firm since 2001 and has also worked at J.W. Cole Financial, Inc. since 2007. Outside of advisory services, he maintains a proprietary fixed life insurance business. Joseph Seep & Associates serves individuals, partnerships, trusts, estates, charities, and corporations by providing portfolio management, financial planning, and advisory services. The firm employs both fundamental and technical analysis, generally manages accounts on a non-discretionary basis, and offers fee-based asset management through various arrangements including traditional AUM programs and Direct Asset Under Management agreements.

Brian Greenberg is affiliated with Six Oaks Advisory Partners LLC and holds the Series 63 and Series 65 licenses. He has been involved in the insurance industry since 2005 and has concurrent roles at several business ventures, including BJG Digital LLC and Quoteplicity Inc. His industry experience as a registered advisor is currently at the beginning stage. Six Oaks Advisory Partners LLC offers portfolio management and financial planning services to individuals, trusts, retirement accounts, and small businesses. The firm employs a fiduciary approach focused on diversification, asset allocation, and long-term investing, with portfolios composed of mutual funds, ETFs, equities, and fixed-income securities.

Kevin Barton is a financial advisor at Elevate Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Elevate Financial since 2015. Elevate Financial provides comprehensive financial planning and wealth management services primarily for individual clients, as well as retirement plan sponsors. The firm emphasizes client-specific investment policies, diversification, and periodic rebalancing, offering both discrete planning projects and ongoing advisory relationships that include discretionary portfolio management.

Aleksander Cupi is a financial advisor with Lifetime Investments & Insurance LLC in Peoria, AZ, holding a Series 65 designation and nine years of industry experience. He has worked at Lifetime Investments & Insurance LLC since 2016 and at Lenn Corporation since 2015. Cupi is also a licensed insurance agent with his firm. Lifetime Investments & Insurance LLC is a solo advisory practice that provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm uses a long-term investing approach based on fundamental analysis and offers both discretionary and non-discretionary management.

Steven Tai is a financial advisor with SCT Wealth Management, LLC in Scottsdale, AZ. He holds a Series 65 designation and has 13 years of industry experience, including four years at Lexington Avenue Capital Management prior to founding SCT Wealth Management in 2017. SCT Wealth Management provides discretionary portfolio management and financial advice primarily to individuals, trusts, and estates, occasionally serving small businesses and endowments. The firm emphasizes broadly diversified, globally allocated portfolios using institutional-quality mutual funds and ETFs, focusing on after-tax outcomes and rebalancing based on allocation ranges rather than fixed schedules.

Darnell Grossi is a financial advisor with True North Wealth Management, LLC in Mesa, AZ. He holds the Series 66 designation and has 13 years of industry experience, including seven years at Edward Jones prior to joining True North Wealth Management in 2019. True North Wealth Management is a state-registered investment adviser serving individual and high-net-worth clients. The firm offers investment management through a wrap fee program, as well as project-based and hourly financial planning services, with an emphasis on passive portfolio construction using low-cost index funds and ETFs complemented by fundamental analysis.

James Willis is a Series 66-licensed financial advisor with 24 years of industry experience. He founded Beacon Bay Asset Management LLC in 2006 and has managed the firm since then, following prior roles at Frontline Advisors and A. G. Edwards & Sons, Inc. He also conducts educational seminars on generating income from portfolios using credit spreads on indexes. Beacon Bay Asset Management serves approximately 40 private clients, primarily individuals nearing retirement, with fully discretionary portfolio management focused on North American equities, options, ETFs, and fixed-income securities. The firm employs a combination of quantitative fundamental analysis and technical charting, emphasizes risk controls, and operates without third-party investment programs or soft-dollar arrangements.

Chris Hanrahan is a financial advisor with Chevelon Capital Management LLC in Scottsdale, AZ. He holds a Series 65 designation and has six years of industry experience, including two years with Arcadia Capital Partners before joining Chevelon Capital Management in 2018. Chevelon Capital Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs cyclical, fundamental, and technical analysis across both long- and short-term equity trading strategies and manages approximately $54.3 million in assets.

Gregory Stott is a financial advisor at Approach Capital LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Asset Management and Stoker Ostler, a part of BMO Financial Group. Outside of his advisory work, he is involved in managing an outdoor boat and RV storage facility and participates in a business manufacturing outdoor family yard games. Approach Capital LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, using a long-term investment approach grounded in modern portfolio theory. The firm manages client assets internally and delivers personalized investment oversight through individualized Investment Policy Statements.

Grady Cool is the principal of Cool Wealth Management in Tempe, AZ. He holds the CFP® and CFA® designations and has four years of industry experience, including roles at Morgan Stanley, The Vanguard Group, and Osaic. He is also the owner and an independent licensed insurance agent with an affiliated insurance entity. Cool Wealth Management provides discretionary portfolio management and ongoing investment advice primarily to individual and high-net-worth clients. The firm focuses on asset allocation and risk-based portfolio construction, using ETFs, index funds, and other investment vehicles within a long-term investment framework.

I was born and raised in Phoenix, Arizona. Grew up camping, riding bikes, swimming, making friends and appreciating the beauty of the desert. I graduated from Northern Arizona University with a Bachelors of Science in International Hospitality Management. This curriculum sparked my interest in finance. After graduation, I worked for the Four Seasons Resort in Scottsdale as an Operations Manager and then I progressed to the Accounting Team. Early in my career, I spent a significant amount of time studying investments and markets. I lived through the Global Financial Crisis, which shaped my perspective on risk, uncertainty, and long-term planning. That period motivated a continued focus on learning and professional development. Along the way, I have followed and studied a variety of well-known thinkers, including Jim Rickards, Raoul Pal, Chris Martenson, Jack Bogle, Jim Bianco, Jeff Gundlach, Darius Dale, Ray Dalio, among others. I later joined Vanguard, where I spent nearly nine years working with clients, primarily as a financial advisor within the Personal Advisor Services group. During that time, I worked with clients on planning and investment decisions within Vanguard’s established framework and philosophy. In mid-2022, I resigned from Vanguard on good terms to establish my own firm, CRB Strategic Services LLC. Today, my work is centered on helping clients think about wealth across multiple dimensions, including financial, material, knowledge, and personal well-being. My approach reflects an interest in long-term planning, adaptability, and thoughtful decision-making in an environment that can change over time. CRB Strategic Services is designed to provide personalized financial guidance, with a focus on understanding each client’s unique situation and helping them navigate important financial decisions. I look forward to connecting with you. Please click the contact button to get in touch for a complementary consultation.

Brian Kramer is a Series 66 licensed financial advisor with 15 years of industry experience. He has been the sole advisor and owner of Blk Financial Advisors, LLC since 2010. The firm serves individuals, including some high-net-worth clients, as well as trusts, offering financial planning and discretionary portfolio management. Blk Financial Advisors applies a mix of technical, fundamental, and cyclical analysis to construct conservative, low-turnover portfolios of stocks, bonds, mutual funds, and ETFs. The firm manages approximately $5.4 million in client assets and serves an unusually broad client base for a solo adviser, including institutional and organizational accounts such as charitable organizations, corporate, pension, and governmental clients.

Anthony Caba is a financial advisor at Transition Financial Advisors Group, LLC in Gilbert, AZ, with two years of industry experience. He holds a Series 65 designation and has prior work history at Office Depot and Florida International University. Transition Financial Advisors Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary investment management and wealth management services, combining portfolio management with financial planning and also provides outsourced tax-preparation services and management of variable annuity sub-accounts.

Julie Kern is a CFP® professional with 19 years of experience in financial advisory. She is the owner and president of Bridge Financial Strategies, where she has worked since 2009, and previously worked at Dynamic Wealth Advisors from 2014 to 2018. In addition to her advisory work, Kern provides tax preparation and divorce financial planning services through related business activities. Bridge Financial Strategies serves individual and high-net-worth households, offering discretionary portfolio management combined with tiered financial planning services. The firm’s approach integrates investment management with tax preparation and divorce financial analysis, providing written plans and regular reviews tailored to client goals and risk tolerance.

Marcus Pimentel is a financial advisor at SL Capital with four years of industry experience and a Series 65 credential. He previously worked at Foundations Investment Advisors and has operated two entrepreneurial ventures, Pimentel Academic Services and Prometheus Innovations LLC, focused on academic tutoring and design/administration respectively. SL Capital provides discretionary portfolio management and wealth advisory services to individuals, trusts, estates, and business entities. The firm uses proprietary and third-party model portfolios, incorporates alternative investments, and employs a sub-adviser to manage trading, reporting, and fee billing.

Annmarie Alaniz is a financial advisor at Mette Associates, LLC with 21 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Northwestern Mutual Investment Services and Financial Leadership Advisors. In addition to her advisory role, she is the managing partner of Global Sourcing Solutions Corporation, a supply chain management business. Mette Associates provides independent investment advice and portfolio management to individuals, corporations, nonprofits, endowments, private investment funds, and Native American tribal organizations. The firm focuses on diversified, liquid, and transparent portfolios, typically recommending mutual funds, ETFs, investment-grade fixed income, and occasionally private alternative investments.

Justin Krznarich is a financial advisor with Thunderbird Wealth Management, Inc. in Peoria, AZ. He holds Series 66 and Series 63 licenses and has 12 years of industry experience. His prior work includes roles at Securities America, Inc., PFG Advisors, and LPL Financial, LLC. Outside of advising, he is involved in sales of personal protection and security services. Thunderbird Wealth Management is a small advisory firm serving individuals, high-net-worth clients, trusts, estates, and select institutions. The firm employs a top-down, tactical asset allocation process that integrates fundamental and technical analysis, favors ETFs with selective equity exposure, and utilizes risk-profiling tools, while also sponsoring its own wrap fee program.

Marcus Hugo is a CFP® and CFA® with 11 years of industry experience. He is currently a principal at Revel Wealth Partners, where he has worked since 2026. Prior to this, he spent two years at Ironwood Wealth Management and ten years at The Vanguard Group. Revel Wealth Partners provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and trusts. The firm uses a policy-driven investment process that combines modern portfolio theory with fundamental and technical analysis across a mix of passive and active investment vehicles.

Maxwell Michalczik is a CFP® certificant with four years of industry experience. He is currently an advisor at The Freyr Group and also serves as a board member with Angels on Patrol. His prior experience includes roles at Equitable Advisors and Chrysalis Wealth Management. The Freyr Group provides discretionary asset management, financial planning, and ERISA 3(21) retirement-plan advisory services to individuals, high-net-worth clients, and plan sponsors. The firm employs a mix of fundamental, technical, cyclical, and Modern Portfolio Theory analysis, offering both retail and institutional services while integrating insurance products through an affiliated business.