Bradley Henthorn is a CFP® professional with 30 years of industry experience, operating through his firm, Henthorn Agency, Inc., since 1990. He holds a Series 63 designation and is based in Beech Grove, IN. Outside of his advisory role, he serves as a vice president of an S corporation through which he personally invests in rental real estate. Henthorn Agency, Inc. serves primarily individual clients, offering holistic financial planning, portfolio analysis, tax preparation, and insurance reviews under a flat-fee retainer program. The firm uses risk-based model asset allocations and manages non-discretionary portfolios while combining investment advice with tax and estate planning services.

James Adams is a financial advisor at Adams Wealth Management with 15 years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2011 to 2014 before founding his own firm. Adams Wealth Management is an independent advisory firm serving individual and corporate clients, including high-net-worth individuals. The firm offers discretionary portfolio management and comprehensive financial planning using a client-specific approach that incorporates fundamental, technical, cyclical, and charting analysis. A distinguishing feature of the firm is its wrap fee program, which combines investment management and transaction costs under a single fee.

Penny Digiovanna is a CFP® professional with nine years of industry experience, currently operating as the sole advisor at Financial Planning by Design. Her prior roles include positions at J.W. Cole Financial, Fidelity Brokerage Services, and Raymond James & Associates. Outside of her advisory work, she owns Wise Penny Consulting LLC, providing non-investment consulting on family governance, financial education, and family transitions such as divorce. Financial Planning by Design is an independent, fee-only firm serving individual and high-net-worth clients through comprehensive financial planning and discretionary investment management. The firm employs a blend of passive and active strategies based on Modern Portfolio Theory and offers tailored planning across various financial areas, including retirement, tax, and estate considerations.

Andrew Arroyo is the principal of Andrew Arroyo Investments, LLC and holds a Series 65 designation with 15 years of industry experience. He has operated Andrew Arroyo Real Estate Inc. since 1999, focusing on residential real estate sales and investment. Arroyo is also involved in managing real estate and securities investment funds through related entities. Andrew Arroyo Investments, LLC provides investment supervisory services to pooled investment vehicles and a variety of individual, corporate, and retirement clients. The firm employs a combination of fundamental, technical, and cyclical analyses across equity, options, and real estate-related investments, offering both discretionary and consultative advisory services.

Yousef Salama is a financial advisor at Museum Park Capital with a Series 65 designation and recent industry experience beginning in 2026. He has held roles at Deloitte Professional Services (DIFC), Global Affairs Canada, and the Chicago Metropolitan Agency for Planning, among others. Salama also serves as Director of Education for the Association for the Improvement of American Infrastructure through his related entity, Salama Research Group. Museum Park Capital provides non-discretionary portfolio management and tailored advisory services to individuals, high-net-worth clients, small businesses, and retirement plans. The firm emphasizes a long-term, thematic approach combining top-down analysis with bottom-up research, maintaining a small number of high-conviction positions and offering fixed-fee consulting engagements alongside portfolio management.

John Connolly is a CFP® with 27 years of industry experience, currently operating Connolly Financial Group in Grand Junction, CO. He has been affiliated with Colorado Financial Service Corporation since 2011 and The Lincoln National Life Insurance Company since 1991. His work encompasses both registered investment advisory services and financial planning under his own business names, which he has managed since 1987. Connolly Financial Group provides discretionary investment advisory services to individuals, trusts, and retirement accounts, overseeing approximately $16 million across about 30 client relationships. The firm utilizes two designated third-party managers to implement income, growth, or blended portfolios, managing accounts on a discretionary basis while accommodating client preferences and restrictions.

William Symons is a CFP® with 26 years of industry experience and is the principal of Eureka Financial Planners, LLC in Eureka, CA. He has managed his independent financial planning firm since 2015 and also owns Mitchell Grove, an apple orchard and event venue. Additionally, he holds a license as an insurance agent. Eureka Financial Planners is an independent, fee-based firm serving individuals and retirement plans with approximately $51.68 million in assets under management. The firm provides financial planning, qualified plan consulting, ERISA plan services, and non-discretionary portfolio management using both fundamental and technical analysis.

John Macmillan is the sole advisor at Macmillan Financial LLC in Annandale, NJ, holding Series 63 and Series 65 designations with 20 years of industry experience. He has worked at Macmillan Agencies since 2006. Macmillan Financial provides investment advisory and financial planning services to individuals and institutional clients, including pension plans, businesses, charities, and trusts. The firm follows a fundamental, research-driven approach that emphasizes long-term investing while allowing short-term trades when appropriate, managing client accounts with limited discretionary authority.

Anthony Collins is a financial advisor with EIA Investments LLC in Salisbury, CT, holding Series 63 and Series 65 designations and 10 years of industry experience. He has held roles at multiple firms, including Union Square Capital Advisors LLC and Economic Index Associates LLC, where he serves as Executive Director. Collins also serves as a director and consultant for IRIS Metals, a junior lithium mining company. EIA Investments provides investment advisory and sub-advisory services to investors, registered investment advisers, and institutional and charitable clients. The firm employs a rules-based index management approach that uses proprietary IFED scores to weight securities and primarily manages assets on a non-discretionary basis.

Orlando Johnson is the principal advisor of Johnson Wealth Management, LLC in Palm Coast, FL, holding a Series 66 designation and bringing 14 years of industry experience. He founded and serves as Senior Advisor to the Prosperity Seekers Investment Club, a local investment partnership established in 2002. Johnson Wealth Management serves individual investors, charitable organizations, and corporations with portfolio management, financial planning, and consulting services using tailored strategies that incorporate client objectives and risk tolerance. The firm offers both discretionary and non-discretionary portfolio management with ongoing monitoring and rebalancing.

J. Manley is a CFA® charterholder with 12 years of industry experience. He has been the sole advisor at Manley Capital Management, LLC since 2013. Manley Capital Management provides discretionary investment advisory services and financial planning to individuals, trusts, endowments, and other institutions. The firm employs a value-driven, economically balanced asset-allocation strategy that incorporates equities, fixed income, commodities, and currencies, with portfolio adjustments based on market valuation and risk-reward considerations.

Weiser Financial Planning LLC is an an Independent, Fee-Only, Registered Investment Advisor in Lewis Center, OH that provides Comprehensive Financial Planning and Investment Management services to clients in the Columbus & Central Ohio area, as well as nationwide through online virtual meetings. We work with busy professionals and client's in-or-near retirement specializing in income planning and taxes. Our mission is to connect your money with the things that are most important to you, so you can live your core values and maximize your full potential. We help our clients save time, save money, and make money by making wise financial decisions. Hi I'm Ryan and I love what I do! I founded Weiser Financial Planning LLC after working many years in the corporate world. I chose to open WFP because I wanted to create a business with a noble purpose where I could combine my entrepreneurial side with my passion for helping people to make wise financial decisions. I believe that money is just a tool and that it's important to help people connect their money with the things that are most important to them. I like to say, "money without purpose is like eating cereal without milk, it might taste ok - it's just not as satisfying." I have worked in the financial services industry since 2000 working for several Fortune 500 companies. Over those years I have consulted with hundreds of financial advisors from various financial institutions including banks, insurance companies, wirehouses, and independent broker/dealers. Through this experience I have had the opportunity to help thousands of clients and positively impact their lives. One of my driving motivations in building a new financial planning business was to differentiate from the Wall Street firms, banks, and insurance companies that sell proprietary products with sales incentives, and conflicts of interest that are intended to maximize company returns at the expense of clients. As an independent RIA we are completely free to focus on our clients and what's in your best interest. Schedule a time for a conversation > https://weiseradvisor.com/schedule

Chaim Gewirtz is a financial advisor at Lakewealth Capital, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Lakewealth Capital since 2018, as well as B & H Investing, LLC since 2010. Lakewealth Capital provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a model-driven, quantitative investment approach emphasizing factor-driven and special-situation stock selection combined with tactical asset allocation and adaptive hedging.

Dustin Hunter is the principal advisor at SunRift Capital Partners LLC with 14 years of industry experience. He holds a Series 65 designation and has worked as an independent contractor and managing member of Granite Park Capital. In addition to his advisory role, he spends significant time as an insurance agent with Retirement Income Consultants. SunRift Capital Partners provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis and occasionally uses sub-advisors while offering both one-time and ongoing planning engagements, as well as public seminars and workshops on financial topics.

Samuel Fineberg is the sole advisor at Fineberg Wealth Management, LLC in Ann Arbor, MI, holding a Series 66 designation with 13 years of industry experience. He has managed his independent advisory firm since 2012. Outside of his advisory role, he has been involved in rental property management since 2008. Fineberg Wealth Management serves individual clients by providing discretionary investment supervisory and portfolio management services without account minimums. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to build diversified portfolios and employs various trading strategies, conducting regular account reviews.

Roger Budd III is the principal of Roger Budd Investment Management, LLC and holds a Series 66 designation with 12 years of industry experience. His career includes roles at Merrill, Raymond James Financial Services, and Pentas Wealth Management before founding his current firm in 2018. Outside of advisory services, he serves as a director at Golden Isles Captive Insurance Inc. Roger Budd Investment Management, LLC provides discretionary asset management and financial planning to individuals, high-net-worth clients, and corporate entities. The firm tailors investment programs to client goals and risk tolerances, employing a range of analytic strategies including fundamental, technical, and option-based approaches, primarily operating under discretionary authority.

Mark Ferguson is the sole advisor at Tradewinds Investment Advisors, LLC, holding Series 63 and Series 65 credentials with 12 years of industry experience. He has worked at Tradewinds since 2002 and also served as a substitute teacher in the local public school district since 2004. Tradewinds provides separate-account investment management primarily to individuals and individual trusts, using a combination of fundamental and technical analysis with an emphasis on asset allocation and diversification. The firm also seeks to serve institutional investors and follows documented operational controls that distinguish its practices from many peers.

Maura Madden is a CFP® with four years of industry experience, currently the principal of Maura Madden Financial Planning in Seattle. She previously worked at EP Wealth Advisors and Conlon Dart Wealth Management, accumulating seven years of prior experience. Her firm serves individuals, including high-net-worth clients, providing comprehensive and ongoing financial planning without direct management of client investment accounts. Maura Madden Financial Planning follows a project and hourly engagement model, offering investment guidance based on modern portfolio theory with an emphasis on passive, asset-class strategies. The firm supports implementation and coordination with other professionals while clients maintain account custody and monitoring.

David Bullock is the principal of Arque Advisors, LLC in Morgan, Vermont, holding Series 63, 65, and 66 licenses with over two decades in the industry. He has worked at Arque Advisors since 2005 and at Milton Associates LLC since 2002. Arque Advisors provides investment management and consulting services to individuals, institutions, family offices, and private investment funds, combining proprietary models, technical charting, and fundamental analysis for portfolio management. The firm also sponsors pooled investment vehicles and serves in fund-sponsor and consultant roles, integrating direct client management with fund administration and advisory services.

Janessa Price is the sole advisor at Prosperilux LLC, holding Series 63 and Series 65 licenses with seven years of industry experience. Her prior roles include positions at Harbour Investments, Inc. and Annex Wealth Management, LLC, as well as operating a sole proprietorship since 2006. Outside of financial advising, she co-owns Nordic Grove LLC, a duck and orchard farm, and owns an IT consulting business, Optum Security. Prosperilux LLC is a newly established investment advisory firm providing discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, and business entities. The firm utilizes modern portfolio theory and Monte Carlo analysis, often employing third-party managers and model providers, including sub-advisors and Altruist’s Model Marketplace.