Brian Anderson is a financial advisor with Anderson Asset Management in Birmingham, AL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior experience includes roles at Weybridge Capital Partners GP, Raymond James Financial, LPL Financial, and Morgan Stanley. Anderson Asset Management provides discretionary and non-discretionary asset management services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm also manages Weybridge Capital Partners, L.P., a private pooled investment vehicle, and constructs customized portfolios using fundamental analysis and a combination of long- and short-term strategies.

Mark Schmerge is the president of Schmerge Executive Planning Services, Inc. in Cincinnati, OH, holding the ChFC® designation and Series 63 license with 44 years of industry experience. He has been with Fortune Financial Services, Inc. since 2012 and has led his own firm since 1989. Schmerge is also an independent insurance agent. Schmerge Executive Planning Services provides wealth management and financial planning for individuals, families, trusts, corporations, and company retirement plans. The firm employs model-driven investment strategies sourced from third-party research and manages portfolios on a discretionary basis with an emphasis on downside risk control.

Elizabeth Hendrich is the principal of E.A. Hendrich Financial Planning, LLC in Alpharetta, GA. She holds a Series 65 designation and has 13 years of industry experience. Since founding her firm in 2012, she has provided financial planning and investment advice primarily to individual clients. E.A. Hendrich Financial Planning, LLC offers fee-only, hourly financial planning and investment advice focused on clients typically in their 40s through 70s. The firm follows a fundamental, long-term buy-and-hold investment philosophy, favoring low-cost index ETFs and mutual funds, and emphasizes asset allocation as the primary driver of returns.

Michael Domingo is a CFP® professional with 23 years of experience in financial advising. He is the sole advisor at Cadence Financial Advisors, LLC, an independent firm based in Allen, TX. His career includes over 20 years with Cadence Financial Advisors and a brief tenure at Farther Finance Advisors, LLC. Cadence Financial Advisors provides wealth management, financial planning, and limited-scope investment consulting to individual and high-net-worth clients. The firm employs a long-term investment approach primarily focused on institutional mutual funds, ETFs, and individual securities, tailoring portfolios to clients' objectives and risk tolerance while maintaining ongoing monitoring and due diligence.

Richard Schultz is a CFP® with 22 years of industry experience. He has served as the principal of Schultz Financial Management Corporation since 2003. He is the sole advisor at Pacific Investment Research, an independent firm based in Orange, CA. Pacific Investment Research provides personal financial planning and portfolio management for individuals, families, trusts, estates, and certain retirement plans. The firm manages primarily discretionary accounts using a combination of fundamental credit analysis and proprietary quantitative stock-selection models, offering both core and tactical strategies with active risk management techniques.

Douglas Packard is a financial advisor with Dennis Glynn, CPA, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Dennis Glynn & Co, CPAs since 2009. Outside of advisory work, he officiates sports, primarily soccer, during the fall season. Dennis Glynn, CPA provides fee-only portfolio management, financial planning, and SIMPLE-IRA plan administration to individual investors and employer-sponsored plan participants. The firm uses a strategic asset-allocation approach with customized portfolios and integrates investment services with the owner’s CPA practice to offer combined tax and accounting support.

Steven Antunes is a CFP® professional with six years of experience in financial advisory roles. He is the sole advisor at GrowthFocus Wealth Management LLC in Swansea, MA, where he has worked since 2020. His prior experience includes positions at CITIZENS Bank and SK Wealth Management, LLC. GrowthFocus Wealth Management is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients. The firm employs a long-term, fundamental analysis approach using primarily low-cost, diversified mutual funds and ETFs, with portfolios customized to client goals and risk tolerance.

Gregory Fridley is a financial advisor at Society Investment Management in Baltimore, MD, holding Series 63 and Series 65 designations with three years of industry experience. He has worked at Financial First Advisors since 1991 and has managed his own business, Taxbusters, since 1990. Society Investment Management provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm operates on a fee-only basis, emphasizing growth and income investment strategies while incorporating tax preparation and electronic filing as part of its advisory services.

Adam Snellbaker is a financial advisor at ACS Tax & Financial Advisors P.C. He holds a Series 65 designation and has over 13 years of experience, including a long tenure at Reinhart & Company CPAs before founding his independent advisory firm in 2026. ACS Tax & Financial Advisors, P.C. provides comprehensive financial planning, discretionary investment management, retirement planning, tax planning, and related consulting services to individuals, families, professionals, retirees, business owners, and trusts. The firm’s approach integrates tax planning with financial planning and investment management, using a long-term, passive investment strategy focused on diversification, asset allocation, and cost- and tax-efficiency.

Tony Pico is the sole advisor at Pico Associates in Oakland, CA, where he has worked since 2005, accumulating 21 years of industry experience. Pico Associates provides retirement income planning, portfolio management, and educational IRA services for individual and family clients. The firm emphasizes diversified allocations using mainly no-load mutual funds and ETFs, with ongoing monitoring and proprietary fund analysis conducted by the principal. It operates as a fee-only adviser with a primarily non-discretionary implementation model and serves a small client base.

William O'Donnell is a financial advisor at Donal Fiduciaries with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Alan Biller and Associates from 2015 to 2017. Donal Fiduciaries provides ongoing investment advisory services to individuals, trusts, and institutional clients, including pension plans and endowments. The firm offers customized recommendations through a process that combines strategic asset allocation, macroeconomic and technical analysis, and fundamental security selection, primarily operating on a non-discretionary, consultative basis.

John Herr is a financial advisor with Alpha Strategies Corporation in Sterling, VA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Alpha Strategies Corporation since 2010. The firm provides discretionary portfolio management and integrated financial planning to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. Alpha Strategies manages approximately $47.9 million across about 86 client accounts, employing modern portfolio theory to construct diversified portfolios with both traditional and alternative investments, and retains all portfolio management in-house.

Toan Tran is a financial advisor at 10 West Advisors, Inc. in Los Angeles, CA, holding a Series 65 designation and bringing eight years of industry experience. He has been with 10 West Advisors since 2017. 10 West Advisors provides discretionary investment management primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, non-profit organizations, and business entities. The firm employs a bottom-up, value-oriented investment approach focused on niche, less-liquid opportunities such as small and distressed situations, managing portfolios on a discretionary basis with position-level risk controls.

Douglas Robb Jr. is the sole advisor at ABC Wealth Inc, an independent investment advisory firm based in Long Valley, NJ. He holds the Series 63 and Series 65 credentials and has 31 years of industry experience. In addition to his advisory work, Robb operates an affiliated insurance practice as a licensed insurance agent. ABC Wealth Inc primarily serves individual clients, offering discretionary asset management and comprehensive financial planning. The firm sponsors a wrap fee program and commonly implements portfolios through sub-advisors and third-party money managers, providing financial planning at no additional cost and conducting regular reviews of client investments.

Boris Grishchenko is a financial advisor at Suntax Advisors LLC with a Series 65 credential and no prior industry experience. Before joining Suntax Advisors, he worked at Rosneft Oil Company for eight years and has been involved with Suntax Consulting, LLC, a tax consulting company where he is a partner. Suntax Advisors provides investment management and fee-based financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses Modern Portfolio Theory and focused asset allocation with an emphasis on index funds and global diversification, and it integrates tax and accounting services alongside investment management.

Reed Hogue is a financial advisor at Evercurrent Wealth Management with 20 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at firms including Park Avenue Securities, OneAmerica Securities, Mutual of Omaha, Allstate Insurance, and TIAA-CREF. Evercurrent Wealth Management is a state-registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs strategic and tactical asset allocation through pre-designed model portfolios and utilizes the AssetMark platform for portfolio construction and custodial services.

John Mayer is a financial advisor at Invest Capital LLC in Chicago, holding Series 63 and Series 66 licenses with 35 years of industry experience. He previously worked at Stifel, Nicolaus & Company, Incorporated for 10 years before founding his sole proprietorship and joining Invest Capital in 2018. Outside of finance, he provides transportation services through an affiliation with Uber Technologies, Inc. Invest Capital provides investment management, financial planning, and retirement-plan advisory services to individual and high-net-worth clients, as well as ERISA-qualified plans. The firm employs a variety of analytical methods and offers tailored strategies, including both discretionary and non-discretionary authority, alongside public educational seminars and workshops.

I'm Linda Rapisardo, CFP® and founder of Canela Wealth, a flat-fee, advice-only financial planning firm for first-generation wealth builders. My clients are first-gen professionals in their 30s and 40s who have worked hard to build successful careers, but never got a roadmap for what comes next. They're often the person their family turns to with money questions, even while quietly asking themselves: Am I saving enough? Am I spending too much? What should I even be prioritizing right now? That mental load is real. And it can feel heavier when you've spent most of your life figuring things out on your own. I know that feeling. I grew up in a working-class, immigrant family where my parents navigated an unfamiliar financial system without anyone trustworthy to guide them. The 2008 financial crisis hit us hard. My parents were smart, resourceful, and hardworking, but the system wasn't designed with them in mind. I watched what it costs a family to go it alone, and it shaped everything about how I show up for clients today. My goal is to be the person my parents never had: someone who cuts through the noise, explains how things actually work, and makes sure you never feel alone navigating the financial system. I believe transparency and education are everything. As an advice-only planner, I never manage assets or earn commissions. My flat-fee structure means my only incentive is to give you excellent, unconflicted advice. I help with comprehensive financial planning, including cash flow, debt strategy, retirement projections, tax planning, insurance review, home-buying decisions, and investment guidance for those managing their own portfolios. My favorite moments are when the weight lifts. When a client stops stressing about money and starts focusing on the things they actually care about. That's why I do this work. When I'm not helping clients, I'm chasing my two kiddos, Luca (4) and Camila (1), and dreaming up our next big family trip.

Elmer Wessel is the principal advisor at Wessel Investment Counsel, L.L.C. in Asheville, NC, holding CFP®, CFA®, and Series 63 designations with 22 years of industry experience. He has been with Wessel Investment Counsel since 2003. Wessel Investment Counsel provides personalized asset management and financial planning services to both high-net-worth and non-HNW individual clients. The firm uses a combination of fundamental, technical, and cyclical analysis supported by third-party research, offering discretionary and non-discretionary portfolio management alongside financial planning tailored to client needs.

William Carambelas is a financial advisor at Alpha Omega Financial in Bradenton, FL, holding the CFP®, ChFC®, and Series 66 designations with 16 years of industry experience. He has worked with various Alpha Omega Financial entities since 2011. Alpha Omega Financial provides financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and corporations. The firm utilizes a combination of fundamental, technical, and charting analysis to construct diversified portfolios across multiple asset classes, emphasizing risk management tailored to client risk tolerance.