Rodd Miller is a CFP® with 17 years of industry experience, currently operating as the sole advisor at Miller Wealth Management in Gilbert, AZ. His prior experience includes roles at PFG Advisors and managing Miller Ventures, Inc. dba Miller Wealth Management. Miller Wealth Management provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth households, retirement plans, nonprofit organizations, and corporate treasuries. The firm uses documented client intake and planning frameworks, model allocations, ETF-focused portfolios, and tax-aware planning, offering both discretionary and non-discretionary services across wrap and non-wrap arrangements.

Ramsey Brock is the sole advisor at Brock Asset Management in Gilbert, AZ, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been affiliated with Fulton Brock Asset Management since 1991. Brock Asset Management serves individuals, trusts, small businesses, and nonprofit organizations, providing portfolio management and non-discretionary advisory services for employer 401(k) plans. The firm employs a value-oriented fundamental screening process focused on established, large-capitalization companies for long-term holding and offers educational workshops and regular communications for 401(k) plan participants.

Cody Zindler is an independent financial advisor at STUDIOi, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Matson Money, Inc., Voya, Gabriel Partners LLC, and Morgan Stanley. STUDIOi provides portfolio management, financial planning, pension consulting, and business financial consulting to individuals, high-net-worth clients, small businesses, charitable organizations, and retirement plans. The firm uses modern portfolio theory and quantitative analysis to recommend diversified allocations and offers educational seminars, pension consulting, and client-directed estate-planning document coordination.

Gregory Johnson is a Series 65-licensed financial advisor with 18 years of industry experience. He has been the sole advisor at Vision Financial Services, Inc. since 2007 and also operates Vision Financial Advisors, LLC, which he founded in 2002. In addition to his advisory work, he is involved in insurance sales through Vision Financial Design Group, LLC, dedicating approximately 30% of his time to this business. Vision Financial Services is an independent, solo advisory firm managing approximately $20.3 million for individuals, trusts, estates, and charitable organizations. The firm provides discretionary asset management and financial planning, employing fundamental, technical, and cyclical analysis and offering access to third-party money managers.

Christopher Anthony is a Series 65-licensed financial advisor with JTNC Wealth Advisors LLC in Mesa, Arizona, bringing two years of industry experience. He is also the managing member of Volare Capital Management LLC, a financial software development firm where he oversees software development and portfolio management teams. JTNC Wealth Advisors offers discretionary investment management through separately managed accounts to high-net-worth individuals, corporations, trusts, and foundations. The firm utilizes two automated, quantitative strategies focused on short-term trading with volatility-adjusted position sizing and dynamic exit rules.

Vearle Jones is a financial advisor with VM Jones Financial Consulting, L.L.C. in Gilbert, AZ, holding a PFS™ designation along with Series 63 and 65 licenses, and has 13 years of industry experience. He has been with his own firm since 2003. In addition to advising, he owns and operates an affiliated accounting and tax preparation business. VM Jones Financial Consulting manages approximately $48 million for a client base that includes individuals, trusts and estates, charitable organizations, pension and profit-sharing plans, and corporate entities. The firm employs discretionary investment management with model portfolios, combining fundamental and asset-class valuation analysis, and maintains custody through Schwab Institutional. Its client mix features a larger proportion of institutional and non-individual accounts compared to many independent advisers of similar size.

Chris Dountz is the sole advisor at DCA Investment Advisory, LLC in Chandler, AZ, holding a Series 65 designation with 18 years of industry experience. He has been with DCA Investment Advisory since its founding in 2008. DCA Investment Advisory provides discretionary investment management and retirement plan consulting to individual clients, trusts, and plan sponsors. The firm emphasizes low-cost passive, index-linked model portfolios while allowing concentrated common-stock allocations under specific criteria, and offers pension consulting and service-provider selection services uncommon for a firm of its size.

James Rosebrough Jr. is a financial advisor with Strategic Financial Group, PLC in Mesa, Arizona, holding Series 63 and 65 licenses and bringing 25 years of industry experience. He has been with Strategic Financial Group since 2009 and also manages private real estate lending funds through AZDOT, LLC, where he serves as a managing member. Outside of advising, he is involved in real estate as a licensed agent and participates in a bookkeeping and tax firm owned jointly with his wife. Strategic Financial Group provides discretionary portfolio management and comprehensive financial planning primarily for individuals and high-net-worth clients. The firm uses a combination of fundamental, technical, cyclical, and charting analyses to tailor portfolios aligned with client investment policies and manages roughly $16.7 million across about 85 accounts, including the sponsorship and management of private Regulation D real estate lending funds.

Michelle Patel is a CFP® professional with 23 years of industry experience. She is the principal of Patel Wealth Strategies, Inc., an independent advisory firm she has been associated with since 2006. Prior to that, she worked at FSC Securities Corporation, Inc. Michelle also serves as secretary of the board of ministry at Epiphany Luther Church in Chandler, AZ. Patel Wealth Strategies provides investment advisory services to individuals, including high-net-worth clients, and business entities. The firm offers portfolio management, financial planning, and consulting, applying Modern Portfolio Theory to tailor asset allocation based on client goals and risk tolerance, with a primary focus on non-discretionary management.

Alexander Telidis is a CFP® professional with 17 years of industry experience. He is the principal advisor at Innovative Financial Solutions, Inc., where he has worked since 2017. Prior to that, he was with ProEquities Inc. from 2015 to 2017. Outside of his advisory role, Telidis also works as an independent insurance agent. Innovative Financial Solutions, Inc. serves individuals, high-net-worth clients, small businesses, and employer-sponsored retirement plans through financial planning, discretionary portfolio management, and recommendations of third-party investment managers. The firm emphasizes retirement plan consulting and offers tailored portfolios using various strategies, managing about $93.2 million in discretionary client assets as of August 2026.

Richard Grant is the managing member of RFG Capital Management LLC in Gilbert, AZ, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with RFG Capital Management since 2008. Additionally, he is the managing member of American Insurance Planners LLC, a non-investment related insurance agency. RFG Capital Management LLC provides advisory services primarily to higher-net-worth and institutional clients, focusing on comprehensive financial planning and consulting. The firm acts mainly as a referrer to third-party investment advisors rather than directly managing client accounts.

Yuanfang Zhu is a CFP® and holds a Series 65 license with two years of industry experience. She is the sole advisor at Enso Financial in Phoenix, AZ. Her prior roles include positions at Huub and Arizona State University. Zhu is also involved with Baoba USA LLC, an accounting and financial-education business offering tax and CFO services. Enso Financial is a fee-only registered investment adviser serving individuals, including high-net-worth clients, with financial planning and discretionary portfolio management. The firm employs passive, long-term, buy-and-hold strategies and uses a combination of mutual funds, ETFs, stocks, and bonds, conducting regular portfolio reviews and rebalancing as needed.

Geoffrey Johnson is a financial advisor at Wealth Management Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Questar Asset Management. In addition to his advisory role, he is an insurance agent specializing in fixed insurance sales and also maintains a notary public commission. Wealth Management Advisors, LLC provides fee-based financial planning and portfolio management primarily for individual clients, managing approximately $4.1 million across 73 accounts. The firm uses documented investment policy statements and combines fundamental and technical analysis while monitoring and rebalancing accounts quarterly, employing third-party managers and offering educational seminars.

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.

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.

Gregory Stott is a financial advisor with Approach Capital LLC in Gilbert, AZ, holding a Series 66 designation and 22 years of industry experience. He previously worked at Ironwood Investment Counsel, LLC from 2016 to 2018. Outside of advising, he is involved in managing an outdoor storage facility business and is a member of a company manufacturing and distributing outdoor family yard games. Approach Capital provides discretionary portfolio management primarily to individual and high-net-worth clients, managing approximately $100 million across 100 accounts. The firm employs a long-term investment approach based on modern portfolio theory, constructing portfolios internally from mutual funds, ETFs, equities, fixed income, and other securities.

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 with a Series 65 credential and one year of industry experience. Prior to joining Transition Financial Advisors Group, he worked 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 through discretionary investment management and optional standalone financial planning and consulting. The firm is notable for its cross-border practice focused on U.S.–Canada transitions, outsourced tax services, and documented use of derivatives in client accounts.

Jonathan Geib is a financial advisor at Clear Skies Financial in Gilbert, AZ, holding a Series 66 designation with 14 years of industry experience. He has operated Clear Skies Financial since 2015 and serves as Chief Financial Officer of JJ Rock Co., a manufacturing company. Geib also manages DQ Holdings, L.L.C., a non-investment-related business. Clear Skies Financial provides financial planning, 401(k) consulting, and discretionary portfolio management to individual and high-net-worth clients. The firm offers asset management through a wrap fee program, fixed-fee financial plans, and fee-based seminars, employing both fundamental and technical analysis with flexible investment strategies.