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.

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.

Andres Roodveldt is a financial advisor at Ensign Advisory Partners LLC with six years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms, including VB&T Wealth Management LLC and HTLF/Arizona Bank & Trust. Ensign Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, and ERISA retirement plan sponsors. The firm employs a long-term approach based on fundamental analysis and modern portfolio theory, offering portfolio management and access to third-party managers and platform solutions.

Mark Godfrey is a financial advisor at Sunstone Financial in Chandler, AZ, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Next Financial Group Inc and Marathon Advisors, Inc. Outside of advisory work, he serves as an expert witness on securities-related matters for various law firms. Sunstone Financial offers fee-based, discretionary portfolio management and advisory services to individuals, trusts, estates, and charitable organizations. The firm employs a tactical allocation strategy centered on fundamental analysis, primarily managing customized portfolios through mutual funds, especially American Funds.

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.

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.

Jonathan Elliott is a financial advisor with Optima Capital Management in Scottsdale, AZ, holding a Series 66 designation and 22 years of industry experience. Prior to joining Optima in 2019, he worked at Merrill Lynch for 16 years. He also holds an insurance license from the State of Arizona but is not affiliated with any insurance company or agency. Optima Capital Management provides wealth and portfolio management services to individual and high-net-worth clients, as well as retirement plans and trusts. The firm uses a goals-based process and multiple analytical methods to construct client portfolios and offers discretionary investment management, estate-planning coordination, sub-advisor services, and client education through seminars and market updates.

Robert Sollis is a financial advisor at Taurum Retirement Partners, LLC with 18 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Since 2016, he has been with Taurum Retirement Partners and is also a licensed independent insurance agent in Arizona, selling life, accident, and health insurance products. Taurum Retirement Partners is a boutique investment adviser serving individual and high-net-worth clients through discretionary portfolio management and access to third-party managed programs. The firm applies Modern Portfolio Theory and fundamental analysis to create personalized asset allocations and employs a range of investment vehicles including mutual funds, ETFs, equities, bonds, and alternative investments.

James Oconnor II is a financial advisor with O'Connor Capital Advisory, LLC in Scottsdale, Arizona, holding Series 63, 65, and 66 licenses and 18 years of industry experience. He has served as owner and managing member of O'Connor Capital Advisory since 2010 and previously was involved with the Coronado Schools Foundation from 2013 to 2017. O'Connor Capital Advisory provides discretionary portfolio management and tailored financial planning primarily for high-net-worth individuals, families, and institutional clients. The firm uses a combination of fundamental, technical, and cyclical analysis to build customized investment programs and maintains a small, supported advisory team focused on concentrated decision-making.

Keith Gregor is a CFA® charterholder based in Phoenix, AZ, with eight years of industry experience. He is currently with Fjell Capital and Drewett Works, and he founded Gregor Wealth Management LLC in 2019. In addition to his advisory work, Mr. Gregor owns a manufacturing company specializing in residential lighting fixtures. Fjell Capital serves individual and high-net-worth clients as well as retirement plan sponsors, offering integrated wealth management, standalone financial planning, and retirement plan advisory services. The firm employs a target-date, model-of-models investment approach and offers a mix of subscription-style fees and traditional billing models.

Daniel Vickers is a financial advisor at SabriEnt Systems, LLC in Scottsdale, AZ, holding a Series 65 designation with one year of industry experience. He has been with SabriEnt Systems since 2013. SabriEnt Systems provides consultancy and data licensing services based on proprietary quantitative models, serving institutional investors, hedge funds, and individual advisers through subscription platforms and research products. The firm focuses on fundamentals-driven, multi-factor quantitative models combined with qualitative input to develop unit investment trust portfolios and other investment solutions, operating without managing client assets or providing individualized advice.