Samuel Castaneda Jr. is a CFP® with 20 years of experience in the financial services industry. He is the principal of Castaneda Financial Management, an independent firm he founded in 2024. His prior experience includes roles at ARQ Wealth Advisors, LPL Financial, and Zions Capital Advisors. He is also a licensed insurance agent. Castaneda Financial Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm uses a combination of analytical methods to implement tailored, long-term investment strategies and offers a limited range of investment instruments while maintaining a focused client base.

Keith Bolognese is a financial advisor at Alt Alpha Capital, LLC with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Quad Capital, LLC since 2013. Alt Alpha Capital operates primarily as the general partner and manager of a private pooled hedge fund while also providing discretionary portfolio management for individual and high-net-worth clients. The firm’s investment process is macro-driven and data-focused, incorporating global economic, monetary, and geopolitical analysis to select asset classes and securities, utilizing both long-term and short-term trading strategies with consideration of ESG factors.

Robert Pace is the principal and sole advisor at RJ Pace Financial with 22 years of industry experience. He holds a Series 65 credential and has worked at IBM Corporation from 2002 to 2019 before founding his independent firm in 2003. RJ Pace Financial offers discretionary portfolio management and consultation services to individual investors, including retirement and taxable accounts, trusts, and family members. The firm’s investment approach is based on Modern Portfolio Theory, focusing on diversification, low-turnover passive funds, and periodic rebalancing to manage risk and pursue long-term growth and income.

Derek Sinani is the sole advisor at Ironwood Wealth Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has led Ironwood Wealth Advisors since 2010 and is also associated with DDBL, LLC, an inactive entity without business activity. Ironwood Wealth Advisors provides advisory services primarily to individual clients, including high-net-worth investors, offering discretionary portfolio management based on six model portfolios customized to client goals and risk tolerance. The firm combines fundamental analysis with technical trend-following and mainly uses mutual funds and ETFs, managing a concentrated book of discretionary assets.

Lawrence Moskat is a Certified Financial Planner® with 16 years of industry experience. He is the principal of Retirement Income and Inheritance Advisors, LLC, an independent firm he has led since 2009. Outside of advisory services, he operates an independent insurance sales business. Retirement Income and Inheritance Advisors, LLC serves individual and institutional clients, providing financial planning, pension consulting, and ongoing investment supervision. The firm develops customized plans and utilizes multiple analytical methods to guide investment decisions, billing through fixed fees rather than asset-based charges.

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 Series 65-registered advisor with three years of industry experience. Zhu is the principal at Enso Financial PLC, an independent, fee-only firm based in Phoenix, AZ. Prior to founding Enso Financial, Zhu worked at Huub and has experience in tax preparation and small-business CFO services through an affiliated business. Enso Financial serves individual clients, including high-net-worth households, offering financial planning and discretionary portfolio management. The firm employs a long-term, passive investment approach based on asset allocation and Modern Portfolio Theory, using mutual funds, ETFs, stocks, and bonds, and also offers educational workshops and seminars on financial topics.

Randolf Albers is a financial advisor with Advanced Financial Services in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has served as CEO and President of Albers Financial Group Inc. since 1989 and has been with Advanced Financial Services since 2016. Outside of advisory work, he manages an aircraft operations business and serves as president and trustee of the Albers Family Trust. Advanced Financial Services provides portfolio management, financial planning, and third-party manager selection and oversight for a diverse client base including pension and profit-sharing plans, trusts, charitable organizations, and individuals. The firm combines pension-plan consulting and manager-selection services with insurance affiliations and emphasizes fundamental and technical investment analysis without engaging in option trading, commodities, or performance-based fees.

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.

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.

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.

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.

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.

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.