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.

Paul Hermens is the founder and sole advisor at Hermens Capital Management, Inc., an independent firm based in Scottsdale, AZ. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, leading his firm since 1996. Hermens Capital Management provides personalized, fee-only investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management guided by documented Investment Policy Statements and uses a combination of fundamental, technical, and cyclical investment analysis methods.

Charles Scott is the sole advisor at Pelleton Capital Management, Ltd. in Scottsdale, AZ, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Pelleton Capital Management since 1995. Outside of his advisory role, Scott operates as an independent insurance agent. Pelleton Capital Management provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach emphasizes passively managed index funds and ETFs, supplemented by a tactical overlay focused on risk management and global diversification.

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.

John Kroeger is a CFP® and ChFC® with 32 years of industry experience, currently serving as the sole advisor at Personal Benefits Planning LLC since 2014. His background includes extensive work in insurance sales dating back to 1982, as well as providing legal document preparation and tax preparation services through separate self-employed ventures. Personal Benefits Planning LLC is a state-registered, single-advisor firm that provides portfolio management, financial planning, and consulting primarily to individual and some high-net-worth clients. The firm integrates tax preparation and insurance services with its investment advisory offerings and emphasizes individualized asset allocation and suitability analysis across a range of investment products.

Daniel Bustamante is the principal advisor at Bustamante & Co in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. He has previously worked at Stockability LLC, Jack Grace Golf USA, and Landshark Capital LLC, and has managed Bustamante Capital LLC, a private family office and consulting firm for private companies, since 2000. Bustamante & Co provides discretionary investment management primarily through separately managed accounts to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm employs a concentrated portfolio approach driven by fundamental research, utilizing event-driven ideas, macro analysis, derivatives, and sizable cash allocations, and offers both standard asset-management accounts and a separate long/short equity program available to qualified clients on a performance basis.

Joseph Harding is a financial advisor at Arcadia Wealth LLC in Phoenix, Arizona, holding a Series 65 credential with five years of industry experience. His prior work includes roles at Holos Financial, LLC and his own CPA firm, Harding CPA, LLC, which he has operated since 2017. Harding serves as treasurer and assistant treasurer for Phoenix United Reformed Church, where he manages the budget and participates in finance and leadership committees. Arcadia Wealth provides investment management, financial planning, and consulting services to individuals, families, and businesses, employing an academic, asset-allocation-centered approach. The firm coordinates closely with an affiliated accounting practice and offers retirement-plan consulting and discretionary asset management.

Thomas Brough is a financial advisor with Capital Trust Wealth Management in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has led Brough Investment Group, LLC since 2009. Outside of his advisory role, he serves as managing partner of Hedge Access Group, LLC, which manages pooled investment limited partnerships. Capital Trust Wealth Management is an independent advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and charitable organizations with customized investment management, financial planning, and consulting services. The firm employs a strategic asset-allocation framework and a proprietary methodology that incorporates various analytical approaches and utilizes a range of investment vehicles, including mutual funds, ETFs, equities, fixed income, alternative investments, and hedge funds.

Lawrence Fuller II is the principal of Fuller Asset Management, LLC in Scottsdale, AZ, with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has led his independent firm since 2005. In addition to his advisory work, Fuller has contributed articles to Seeking Alpha since 2013 and serves as a strategic partner with the copy-trading platform dub, where he manages portfolios available for users to replicate. Fuller Asset Management provides customized, non-discretionary investment advisory and portfolio management services to individuals, trusts, estates, corporations, and other entities. The firm employs both fundamental and technical analysis to construct portfolios typically consisting of equities, debt securities, and ETFs, conducting regular client reviews and trade approvals.

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.

Seth Rosenberg is a financial advisor at Ability First with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Capital Executive Solutions, LifeMark Securities Corp., and Capital Services Inc. In addition to his advisory role, Rosenberg owns and operates a retail industrial boot store and manages some family business interests. Ability First Financial serves high-net-worth individuals, business owners, and institutional clients by providing investment supervisory services, financial planning, and business consulting. The firm combines advisory and insurance services, employs a documented fiduciary process, and offers specialized solutions including pension consulting and plan administration.

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.

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.

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.

Steven Tai is a financial advisor at SCT Wealth Management, LLC in Scottsdale, AZ, with 12 years of industry experience. He has held positions at Lexington Avenue Capital Management and has been with SCT Wealth Management since 2017. Tai holds a Series 65 designation. SCT Wealth Management provides discretionary portfolio management and financial advice primarily to individuals, trusts, and estates, with a focus on tailored recommendations based on client objectives, time horizons, and risk tolerance. The firm employs an investment approach grounded in academic research, emphasizing broadly diversified, globally allocated portfolios using institutional-quality mutual funds and ETFs, with a small client roster that allows for concentrated relationships and bespoke service.

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.

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.