John Holden Cribb

Richard Didonato is a financial advisor with The Rich Group, LLC, holding a Series 65 credential and 14 years of industry experience. He has worked as a manufacturing manager at AFL Telecommunications, LLC, a fiber optic communications equipment and services company, since 2009. The Rich Group is a fee-only registered investment adviser that provides comprehensive financial planning, targeted investment planning, and portfolio management services to individuals, families, and small businesses. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory and maintains a planning-first enrollment model with non-discretionary management.

Joris Bastien is a financial advisor at Quantaraxia LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Graham Capital Management and Capstone Investment Advisors. Bastien is also an advisory board member of Globcoin, a stablecoin project based in Switzerland. Quantaraxia LLC provides discretionary portfolio management and subadvisory services to high-net-worth individuals, investment companies, hedge funds, and other advisers. The firm uses a quantitative and systematic investment approach incorporating options, margin, and short sales, and offers subscription-based market-timing services and newsletters.

John Mc Namara is a financial advisor at Highball Advisors with nine years of industry experience. He holds the Series 66 designation and worked previously at Edward Jones for one year before joining Highball Advisors in 2018. Highball Advisors is an independent firm that provides portfolio management and comprehensive financial planning to individuals and families. The firm primarily uses passive investment management with index funds and ETFs, offers non-discretionary account management, and emphasizes client education through webinars and speaking engagements.

Christopher Preisig is a financial advisor at Upstate Financial Planning, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Securities Corporation and Carolinas Wealth Management Group. Preisig is also a licensed insurance agent and a notary public. Upstate Financial Planning is an independent, single-advisor firm managing approximately $12.4 million for a small client base. The firm provides ongoing portfolio management and financial planning for individuals, high-net-worth clients, and retirement plans, utilizing a diverse investment approach that includes long-term trading, options strategies, and a broad range of asset classes.

Paola Martinez is a CFP® professional based in Simpsonville, South Carolina, with a background in accounting and tax services spanning over a decade. She is the owner of 1mpact First LLC, serving as an outsourced CPA to other CPA firms, and also operates P.M. Accounting Services, which provides tax preparation and financial review services. Martinez joined Yellow Oak Financial Planning, LLC in 2026, where she serves as the sole advisor. Yellow Oak Financial Planning is an independent, fee-only firm offering discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and businesses. The firm integrates modern portfolio theory with technical and fundamental analysis, employing both passive and active strategies, and maintains a direct affiliation with an accounting practice owned by Martinez.

Hans Blake is a CFA® charterholder with 14 years of industry experience. He has been with Intelligent Investing since 2016 and previously worked at Planfirst for six years. The firm primarily serves individual clients, including high-net-worth households, as well as pension and employee benefit plans. Intelligent Investing offers discretionary portfolio management, financial planning, and pension consulting, using customized model portfolios and tax-aware strategies, and provides investment-education seminars and participant enrollment meetings as part of its services.