Jeffrey Jones is a CFP® and Series 66 credentialed financial advisor with 17 years of experience, all at Cypress Financial Planning. He is a principal at Cypress Properties, managing commercial real estate property operations. Additionally, he volunteers as a financial mentor with 3rd Decade, providing coaching to underserved individuals. Cypress Financial Planning is a fee-only, SEC-registered advisory firm serving individuals, families, businesses, and institutions with comprehensive financial planning and investment management. The firm employs a combination of modern portfolio theory, fundamental and technical analysis, and uses derivatives strategies in client accounts while operating as a fiduciary.

Waris Rahemtulla is a CFP® and ChFC® with 12 years of industry experience. He currently serves at Fruitful Inc, having joined in 2024, and previously worked at Citizens Securities, Inc. and Fidelity Investments. Fruitful Advisory, LLC delivers web-based financial planning and discretionary investment management to individual clients through a subscription membership model, focusing on low-cost, passive investment strategies and personalized planning tied to clients’ life goals.

Donna Mcgill is a financial advisor with AtCap Partners, LLC, holding a Series 66 designation and 11 years of industry experience. She has worked at AtCap Partners since 2017 and has additional experience with Ceros Financial Services, Forker and Associates Tax Solvers, and Jackson Hewitt Tax Service. Outside of advisory work, she is involved in life insurance sales and seasonal tax preparation. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental analysis and technical tools, including market cycle timing, and offers access to third-party asset managers as part of its tailored portfolio solutions.

Crescenzo Galli is a financial advisor at Wealth Management Associates, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Osaic Wealth, Inc. and Securities America, Inc. In addition to his advisory role, he owns and manages a real estate business. Wealth Management Associates, Inc. serves individuals, pension plans, charities, and small businesses, managing over $646 million in assets. The firm offers portfolio management, financial planning, and pension consulting, combining investment management with accounting and insurance services.

Keith Hardman III is a CFP® professional with eight years of industry experience. He has worked at Prudent Management Associates since 2018 and previously spent four years at Bryn Mawr Trust. He is based in Philadelphia, PA. Prudent Management Associates serves high-net-worth individuals, charitable institutions, foundations, endowments, and corporate plans. The firm manages approximately $1.23 billion through a small team of five advisors, focusing on discretionary portfolio management and limited consulting using primarily low-cost, no-load mutual funds and risk-based model portfolios.

Joseph Gaspari is a financial advisor with HFM Investment Advisors, LLC, holding a Series 65 designation and three years of industry experience. He has been with HFM since 2021 and previously worked as self-employed and at JetSki AC. HFM Investment Advisors serves individuals, business owners, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes multiple service models to tailor client engagement and leverages third-party platforms and subadvisors for investment implementation and account management.

Andrew Barnhardt is a CFP® professional with four years of industry experience, currently serving as an advisor at HFM Investment Advisors, LLC. Prior to joining HFM, he held roles at Morgan Stanley and LPL Financial and worked at Chick-fil-A. HFM Investment Advisors serves individuals, business owners, and retirement plans with discretionary portfolio management, financial planning, and retirement consulting, utilizing a range of service models that scale from modular planning to integrated wealth management. The firm incorporates third-party subadvisors and technology platforms to manage portfolios and employer-sponsored accounts.

John Timmermans is a financial advisor at LUMINIST Capital, LLC in Grand Rapids, MI, holding a Series 65 license with 11 years of industry experience. His previous roles include positions at Advisory Advocates LLC and RM Investment Strategies, LLC. He is also involved with the Grand Rapids Yacht Club in a non-investment capacity. LUMINIST Capital provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm employs a mix of fundamental and technical analysis to manage client portfolios, typically on a discretionary basis, and offers tailored financial planning, portfolio management, and consulting.

Michael Levy is a CFP® and Series 66-licensed advisor with 11 years of experience in the financial industry. He has worked at Clark Asset Management, LLC since 2023, with prior experience at RiversEdge Advisors, LLC and Ameriprise Financial. Clark Asset Management provides wealth management services to individual and high-net-worth clients, focusing on passive investment strategies using index funds and ETFs, along with comprehensive financial planning tailored to clients with moderate to high complexity. The firm employs a fixed flat-fee compensation model and utilizes third-party support for account implementation.

Jeffrey Hahn is a financial advisor at PTS Brokerage, LLC with 39 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, Inc. He is also active as a life insurance agent for multiple carriers, including Penn Mutual. PTS Brokerage, LLC provides investment supervisory and money management, financial planning, and investment advice primarily to individuals, estates, trusts, and retirement plans. The firm employs a tailored approach using fundamental and technical analysis, offers derivatives and options strategies for larger accounts, and operates as both an SEC-registered investment adviser and registered broker-dealer.

Mitchell Metz is a CFP® professional at RTD Financial Advisors Inc with 24 years of industry experience. He has been with RTD Financial Advisors since 2016. RTD Financial Advisors is a SEC-registered, multi-team firm serving individuals, families, and institutional clients including pension plans, trusts, and non-profits. The firm offers life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services with an emphasis on individualized investment programs, tax-aware management, and retirement-plan support.

Alexa Comey is a financial advisor with Kennedy Investment Group holding a Series 66 designation and five years of industry experience. She has worked at several firms including Raymond James Financial Services and Ameriprise Financial Services. In addition to her advisory role, she is involved in insurance sales, dedicating approximately 10% of her monthly time to this activity. Kennedy Investment Group is an SEC-registered advisory team managing approximately $633 million for individuals, high-net-worth clients, and select corporate clients. The firm offers wealth management, financial planning, retirement advice, and discretionary portfolio management, employing a fundamental, long-term investment approach while incorporating options and derivatives as part of its risk management strategies.

John Hadley Jr. is a financial advisor at Samalin Wealth with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Samalin Investment Counsel since 2019, following 14 years at Quantum Technalysis Asset Management. Samalin Wealth provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a mixed investment approach combining fundamental and cyclical analysis with various asset classes and manages approximately $490 million in client assets across eight advisors.

David Hess is a financial advisor with Wealth Management Associates, Inc. in Cherry Hill, NJ, holding a Series 63 designation and bringing 42 years of industry experience. He has worked with firms including Osaic Wealth, Inc. and Securities America, Inc., and has served in roles such as managing director at Wealth Management Associates, Inc. Outside of his advisory work, he volunteers as a sub-committee member overseeing financial aspects of a local yacht club. Wealth Management Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and small businesses, managing approximately $647 million in assets. The firm offers portfolio management, financial planning, and pension consulting, with a multi-disciplinary approach that includes integrated accounting services, brokerage, and insurance offerings.

Sean Balliet is a CFP® professional with four years of industry experience, currently serving at Cora Capital Advisors. He is also a partner at Baratz & Associates, P.A., a certified public accounting firm where he focuses on tax planning, preparation, and compliance. Cora Capital Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm emphasizes a long-term, fundamentals-driven investment approach using diversified, low-cost mutual funds and ETFs, bonds, and selective trading, supported by internal due diligence and ongoing portfolio monitoring.

Ryan Miller is a financial advisor at Eagle Wealth Strategies with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services, Bank of America, Merrill, and Ameriprise Financial Services. Eagle Wealth Strategies is a fee-based, SEC-registered investment adviser serving individuals, trusts, estates, businesses, and charitable organizations. The firm utilizes a fundamental, long-term investment approach through model portfolios featuring low-cost mutual funds, ETFs, equities, and other asset classes, while providing ongoing portfolio monitoring and engaging independent consultants for research and due diligence.

Gary Brotz is a financial advisor with PTS Brokerage, LLC, holding a Series 66 credential and over 22 years of industry experience. He has worked with PTS Brokerage since 2006 and maintains longstanding roles in related accounting and tax service businesses, including as a partner in a CPA firm since 1993. PTS Brokerage, LLC provides investment supervisory and money management, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm tailors portfolios to client objectives and risk tolerance, utilizes both fundamental and technical analysis, and employs derivatives and options strategies primarily for larger accounts.

Keith Radimer is a financial advisor with Laurel Oak Wealth Management, LLC, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., and Purshe Kaplan Sterling Investments. Outside of his advisory work, he owns and manages Rad Equestrian LLC, an equestrian business. Laurel Oak Wealth Management provides discretionary investment management, financial planning, and retirement/ERISA plan advisory services to individuals, high net worth clients, and institutions. The firm employs a blend of active and passive investment strategies, including tactical asset allocation and alternative investments, within a predominantly discretionary investment process.

Melissa Phillips is a financial advisor with Eagle Wealth Strategies, holding a Series 66 designation and eight years of industry experience. She has worked at Eagle Wealth Strategies since 2016, with additional experience at Raymond James Financial Services Advisors and managing an estate as an executor outside of her advisory role. Eagle Wealth Strategies is a fee-based SEC-registered investment adviser serving individuals, trusts, estates, businesses, and charitable organizations. The firm employs fundamental analysis and a long-term investment approach using diversified model portfolios that include mutual funds, ETFs, equities, bonds, alternative investments, and structured products.

John Norman is a financial advisor at Laurel Oak Wealth Management, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC for five years. His diverse work background includes roles outside finance, such as at Caffe Molise and Tsunami Sushi. Laurel Oak Wealth Management provides discretionary investment management, financial planning, and retirement/ERISA plan advisory services to individuals, high net worth clients, and institutions. The firm employs a predominantly discretionary investment approach combining active and passive strategies, tactical asset allocation, and use of independent managers and sub-advisors.