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.

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 with Mette Associates, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Mette Associates across multiple periods since 2011 and has also been a managing partner at Global Sourcing Solutions Corporation since 2021, where she is involved in supply chain management and business development. Mette Associates provides independent investment advice and portfolio management to individuals, corporations, non-profits, endowments, private investment funds, and Native American tribal organizations. The firm emphasizes diversified, liquid, and transparent portfolios tailored to client goals, without discretionary trading authority, and maintains a focused client base with approximately $62.5 million in assets under management.

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® professional with four years of industry experience, currently serving as an advisor at The Freyr Group. Prior to joining The Freyr Group, he worked at Equitable Advisors and Chrysalis Wealth Management. He is a board member of Angels on Patrol, a nonprofit organization based in Phoenix, AZ. 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 combines fundamental, technical, cyclical, and Modern Portfolio Theory analysis in portfolio management and offers both retail and institutional services.

Adam Tasse is a financial advisor at Seaport Wealth Management in Scottdale, AZ, holding the Series 63 and Series 66 designations with 24 years of industry experience. He previously worked at Newbridge Securities Corp. for 16 years before joining Seaport Wealth Management in 2023. Seaport Wealth Management is a small, two-advisor registered investment adviser that serves individual retail clients with a focus on portfolio management rather than comprehensive financial planning. The firm employs a passive investment approach aimed at mirroring broad-market indices, managing accounts primarily on a nondiscretionary basis and occasionally recommending third-party managers for discretionary strategies.

Steven Gundersen is a financial advisor at Mette Associates, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both Mette Associates since 2006 and Tallsalt Advisors LLC since 2012. Gundersen is also involved in developing renewable energy projects and providing business development services for Native American tribes through his roles in NPower Link LLC and Tosidoh LLC. Mette Associates offers independent investment advice and portfolio management to individuals, corporations, non-profits, endowments, private funds, and Native American tribal organizations. The firm emphasizes diversified, liquid, and transparent portfolios tailored to client goals and operates without discretionary trading authority or soft-dollar benefits.

Cynthia Fick is a financial advisor at Financial Life Planners with 22 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Financial Life Planners since 2003. Outside of her advisory role, she is an author and trainer for The Sisterhood of Money, a financial education program. Financial Life Planners serves individuals, families, trusts, estates, corporations, and qualified retirement plans with ongoing investment management and financial planning. The firm uses a tactical, actively monitored approach combining fundamental and technical analysis, focusing on tax efficiency and asset location.

Richard Everhart is a financial advisor at Clarity Wealth Management, L.L.C. in Gilbert, AZ, with 15 years of industry experience. He holds the Series 66 designation and has been with Clarity Wealth Management and LPL Financial since 2016. Clarity Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, offering both discretionary and non-discretionary options. The firm uses a variety of analysis techniques and implements strategies ranging from long-term investing to short-term trading, often relying on model portfolios to serve a large client base efficiently.

Stephen Paluga is a financial advisor with Watch Guard Capital LLC in Scottsdale, AZ, holding the CFP® designation and Series 63 and 66 licenses. He has 16 years of industry experience and serves as a Major in the Arizona Air National Guard, where he has been commissioned since 2012. Paluga joined Watch Guard Capital in 2016 and also worked at Scottsdale Community College in 2018. Watch Guard Capital LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm manages approximately $80.7 million across 147 accounts and employs strategies including option income, hedging, and both long- and short-term trades, with a focus on discretionary management guided by client Investment Policy Statements.

Donald Spini is a financial advisor at Sun Valley Advisory with a Series 65 credential and three years of industry experience. He has worked at several firms, including Sun Valley Wealth Management and Encompass More Asset Management. In addition to his advisory role, he co-hosts a financial radio show called "Cover Your Assets with Logan and Don." Sun Valley Advisory provides investment and portfolio management services primarily to individual and high-net-worth clients, as well as trusts, estates, and business clients. The firm employs a largely non-discretionary advisory model, recommending ETFs and individual equities while monitoring third-party managers and offering access to annuity products and an online estate-planning platform.

Jennifer Lamb is a financial advisor at Cox Advisors, LLC in Chandler, AZ, holding a Series 65 designation with nine years of industry experience. She has worked at Cox Advisors since 2015. Cox Advisors serves individual and high-net-worth clients with discretionary investment management, financial planning, and qualified-plan consulting. The firm employs fundamental, technical, and cyclical analysis in its portfolio management and also advises on privately offered securities and pooled investment vehicles, combining ongoing due diligence and client education in its approach.

Patrick Kearns Jr. is a financial advisor at 345 Investment Advisory, LLC with 25 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Axa Advisors. Outside of advisory work, he is a partner in 345 Wealth Management, LLC and owns an insurance brokerage firm specializing in term life insurance. 345 Investment Advisory is an SEC-registered firm that provides discretionary portfolio management and advisory services to trusts, estates, charitable organizations, corporations, and retirement-plan participants. The firm focuses on plan-linked and institutional-style accounts, managing portfolios through proprietary and third-party models with a combination of fundamental and technical analysis across diverse investment strategies.

Michael Walling is a financial advisor with RBG Capital LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. His career includes 14 years at Triad Advisors, Inc., followed by roles at Arkadios Capital and Arkadios Wealth Advisors. Outside of his advisory work, he is involved in operating a rebath franchise and owns several PetWellClinic franchises in Maricopa County through a family holding company. RBG Capital provides asset management, financial planning, retirement plan advisory, and merger-and-acquisition consulting to individuals, high-net-worth clients, small businesses, pension and profit-sharing plans, and charitable organizations. The firm employs approaches such as fundamental and technical analysis, modern portfolio theory, and third-party manager selection for discretionary and non-discretionary accounts.

Jarrod Rice is a financial advisor at Essential Investing with a Series 65 designation and has been with the firm since 2024. He also serves as a special projects manager at Mercy Care, a nonprofit agency where he oversees administration of federal and state grant funding. Essential Investing provides investment advice and integrated financial planning primarily to individual and high-net-worth clients, as well as foundations and charitable organizations. The firm combines passive indexing with tactical opportunities, focusing on diversified, tax-efficient, low-cost core holdings while incorporating alternative investments for targeted risk exposure.

Jacob Chaparro is a financial advisor with Zenith Investment Management, LLC, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. His prior roles include positions at TD Ameritrade, Fidelity, and several advisory firms. Zenith Investment Management is a boutique wealth management firm serving individuals—including high-net-worth clients—and institutional investors. The firm offers comprehensive financial planning, discretionary portfolio management, and consultation services, employing customized, goals-based planning and a mix of fundamental and technical analysis alongside strategic asset allocation and alternative investments.