Holly Ruxin is a financial advisor at Montcalm TCR LLC with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Montcalm TCR since 2012. Outside of her advisory role, she serves on the Board of Directors of the Crypto Company, where she participates in governance and committee decisions related to compensation, audit, and governance. Montcalm TCR LLC provides customized investment management primarily for individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary, asset-allocation based portfolios using fundamental and technical analysis and also sponsors a private fund focused on early-stage and privately placed securities.

Vijay Kanal is the sole advisor at Stinson Capital Management, LLC, holding a Series 65 credential with 11 years of industry experience. He has been with Stinson Capital Management since 2015. Stinson Capital Management, LLC is a fee-only registered investment adviser serving individuals, high net worth clients, trusts, estates, and business entities. The firm provides discretionary portfolio management and financial planning, with an investment approach that emphasizes fundamental research, conservative valuation, and diversification across various asset classes.

Kaden Wootton is a CFP® professional with two years of experience in financial advising. He currently works at Enspire Wealth Management, LLC and previously held roles at Meritas Wealth Management and Fidelity Investments. Enspire Wealth Management serves individuals, trusts, small businesses, and some pension/profit-sharing plans with discretionary investment management and financial planning. The firm uses a fiduciary, consultative approach to develop personalized investment strategies focused on diversified mutual funds and ETFs, combining active and passive management based on client goals and risk tolerance.

Nikhil Bhardwaj is a financial advisor at Trillium Investments with 14 years of industry experience. He holds a Series 65 designation and previously worked at Carlson Financial Management for 16 years before joining Trillium Investments in 2022. Trillium Investments offers discretionary investment management along with financial, retirement, estate, and tax planning services primarily for individual and high-net-worth clients. The firm employs a tax-aware, value-oriented investment process with a focus on risk controls, diversification, and defined time horizons.

Joseph Desipio is a CFP®, CFA®, and ChFC® with 17 years of industry experience. He is the principal advisor at Wellington Capital Advisors, LLC, an independent firm he has led since 2019. He also serves as president of Vector Capital Management, Inc., where he provides capital markets advisory and financial modeling services, and teaches economics courses as an adjunct instructor at Delaware County Community College. Wellington Capital Advisors offers discretionary portfolio management and integrated financial and tax planning services to individuals, families, foundations, trusts, and businesses. The firm’s investment approach is based on fundamental analysis and long-term value orientation, utilizing a range of strategies including ETFs, equities, bonds, alternative investments, derivatives, and option overlays.

Daniel Feng is a financial advisor at Broadside Wealth with a Series 65 designation and experience spanning multiple roles since 2009. His background includes positions at JMS and Associates, Smart Data Solutions, and KJ Capital LLC before joining Broadside Wealth Technologies, Inc. in 2026. Based in San Francisco, he is part of a three-advisor team. Broadside Wealth Technologies serves ultra-high-net-worth individuals, families, family offices, trusts, estates, and institutional clients through a membership-based wealth management model focused on tax optimization, fee reduction, and liquidity management. The firm employs a technology-driven approach with a flat membership fee structure and supports both individual and institutional clients.

Christopher Goodmacher is a financial advisor at Uprise Advisers LLC with three years of industry experience. He holds a Series 65 designation and is the co-founder of Ontrail, Inc. Additionally, he operates a small business selling ebooks about college admissions. Uprise Advisers LLC provides financial planning services primarily to individual clients through its website and mobile application, focusing on asynchronous consultation without offering investment management or custody. The firm employs modern portfolio theory in its planning process and operates on fixed pricing models, including a Strategic Partner Program that enables third-party companies to provide planning access for their users.

Alexander Harmsen is a financial advisor at Global Predictions Inc with a Series 65 designation and three years of industry experience. Prior to his current role, he worked at Iris Automation for six years and serves as chairman there. He also acts as a technical advisor at VeriSIM Life. Global Predictions provides online, non-discretionary portfolio allocation recommendations to individual investors through its web application, PortfolioPilot. The firm uses quantitative, model-based analysis and machine learning to deliver personalized investment guidance and tax optimization tools, while clients retain full discretion and custody.

Tyler Rumbaugh is a financial advisor at Wittlin Advisory with one year of industry experience. He holds a Series 65 designation and has prior experience at JP Morgan Chase and First Republic Bank. Wittlin Advisory is a fee-only investment management firm serving high-net-worth individuals, families, and foundations, including an international client base. The firm offers discretionary and non-discretionary portfolio management, combining fundamental analysis with ongoing portfolio monitoring, and provides investment options ranging from traditional funds and ETFs to private placements and digital assets.

Noboru Muto is a financial advisor at Asset Planning and Protection LLC (APP) with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC, Cambridge Investment Research Advisors, Inc., and 1st Global Advisors, Inc. Outside of his advisory work, Muto has served as the general manager of Hilldale Golf Club since 1986. APP is an independent registered investment adviser managing approximately $8.57 million in assets for individual investors, including high-net-worth clients, and pension/profit-sharing plans. The firm provides portfolio management, financial planning, consulting, and pension plan services, employing a range of investment analyses and generally focusing on long-term strategies with mutual funds and insurance products.

Lisa Shinhira is a financial advisor at Chrome Advisors with 18 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors, Sagepoint Financial, and Cullen Financial Advisors. Chrome Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities with services including asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation-driven strategies combined with quantitative and qualitative analysis and uses third-party platforms and sub-advisers to implement client portfolios.

Jordan Sam is a Series 65-licensed financial advisor at Alpha Solutions Investment Advisors with one year of industry experience. Prior to joining Alpha Solutions, he spent four years as a full-time student and held positions at the University of California, Riverside. Alpha Solutions serves individual clients, including high-net-worth and non-HNW investors, as well as institutional clients such as pensions and foundations. The firm employs both fundamental and technical analysis across major asset classes, managing discretionary portfolios with an emphasis on ETFs, REITs, MLPs, preferred stock, and direct equities.

Techi Carreon is a financial advisor at Baker Street Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Investor's Fiduciary Advisor Network, LLC and Raymond James Financial Services Advisors, Inc. Carreon was also involved with LiteBite, Inc. for eight years. Baker Street Asset Management provides discretionary portfolio management and financial planning to individuals, institutions, corporations, registered investment advisors, and retirement plans. The firm utilizes a combination of research, quantitative analysis, and multiple investment methodologies to manage portfolios, which may include equities, fixed income, mutual funds, ETFs, and various trading strategies.

Antonio Kwok is a financial advisor at AK Global Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with AK Global Asset Management since 2005. AK Global Asset Management provides personalized portfolio management services to individuals, retirement plans, trusts, estates, corporations, and other business entities, focusing primarily on individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis, including long- and short-term trading strategies, and manages roughly $117.8 million in discretionary assets across a small client roster.

Wheelock Bingham is a financial advisor at Bingham Private Wealth, LLC with 18 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for 10 years before joining his current firm. Bingham is a licensed insurance agent and dedicates a small portion of his time to insurance sales and implementation. Bingham Private Wealth, LLC advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary wealth management, customized investment management, financial planning, and retirement-plan advisory services. The firm employs fundamental analysis with a long-term orientation, utilizes third-party artificial intelligence tools for investment research, and incorporates options and other derivatives in client accounts.

Jessica Chen is a financial advisor at Uprise Advisers LLC with three years of industry experience. She holds a Series 65 designation and is also the Co-Founder and CEO of Ontrail, Inc. Outside of her advisory role, she owns and manages a carsharing business on the Turo platform. Uprise Advisers LLC provides financial planning services primarily to individual clients through an online platform, focusing on securities allocation strategies and tailored recommendations without offering investment management or custody. The firm operates on fixed pricing and features a Strategic Partner Program as well as a Trust Investment Advisory service for illiquid startup equity.

James Collins is a CFA® charterholder and holds a Series 65 license, with five years of industry experience. He is affiliated with Van Strum & Towne Inc, a firm operating since 1998. Van Strum & Towne primarily serves high net-worth individuals and manages accounts across a variety of entities including trusts, foundations, and retirement plans. The firm focuses on fundamental analysis for stock selection, capital preservation, and long-term growth, managing approximately $430 million in assets with a small advisory team.

Kenneth Silva Ballard Jr. is a Series 66–licensed financial advisor with 10 years of industry experience. He is currently the sole advisor at Communitas Financial Planning PBC and has previously worked with First Affirmative Financial Network, Summit Financial, and other firms. Outside of finance, he owns and operates Chef Pro Life, a consulting and training business in the culinary field. Communitas Financial Planning PBC primarily serves institutional clients such as plan sponsors and retirement plans, focusing on socially responsible investing combined with diversification and asset-allocation strategies. The firm provides services including retirement plan consultation, participant education, third-party manager due diligence, and investment advisory program implementation.

Patrick Mc Donnal is a CFP® and Series 65-registered advisor with Tamarind Financial Planning, based in San Mateo, CA. He has been with Tamarind since 2024 and has additional experience as an applications engineer at Indicate Technologies and as a high school athletic coach. Outside of his advisory role, he is involved in automated inspection technology and coaching athletic teams. Tamarind Financial Planning serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing comprehensive financial planning, portfolio reviews, and project-based advice on a fee-only basis. The firm emphasizes customized financial plans and asset allocation using Modern Portfolio Theory and generally delegates portfolio management to selected sub-advisers.

Lucus Ubaldo is a financial advisor with Envest Advisors, LLC in San Mateo, CA. Holding a Series 65 designation, he has one year of industry experience and has previously worked with The Valoram Group LLC. He was a full-time student for eight years prior to beginning his advisory career. Envest Advisors, LLC provides discretionary asset management and financial planning services primarily to individual clients, tailoring portfolios based on clients’ goals, time horizons, and risk tolerance. The firm employs a variety of outsourced managers and platforms while maintaining a small advisory team.