Austin Link is a Series 66 licensed advisor at GKV Capital Management Co Inc with one year of industry experience. Prior to joining GKV in 2026, he held roles at Fidelity Investments and has a diverse work background including positions outside the financial industry. GKV Capital Management provides discretionary portfolio management to individual and institutional clients, employing a combined top-down macro analysis and bottom-up fundamental research approach. The firm customizes portfolios to client objectives and integrates held-away accounts while offering financial planning and estate-planning support through third-party technology.

Peter Finkel is a CFA® charterholder and holds a Series 63 license, with six years of industry experience. He has been with Eliot Finkel Investment Counsel, LLC since 2003. Eliot Finkel Investment Counsel, LLC provides discretionary portfolio management for individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a value-oriented, income-focused investment approach emphasizing fundamental research and economic analysis, and it uses borrowing within separately managed accounts, a practice uncommon among peers.

John Boyd is a CFP® with eight years of industry experience currently serving at MDRN Wealth. His prior experience includes roles at Fidelity Brokerage Services and Charles Schwab & Co., Inc. He is involved in providing financial literacy education and pro-bono planning resources as part of the Arizona Department of Corrections’ Inmate Rehabilitation and Reentry program. MDRN Wealth serves individual and high-net-worth clients with portfolio management, financial planning, and estate-planning services through a partnership with Encore Estate Plans. The firm uses a documented Investment Policy Statement to tailor investment programs and combines fundamental analysis with modern portfolio theory, offering discretionary and non-discretionary management under a fiduciary standard.

Josh Graybill is a CFA® charterholder and a financial advisor at Bristlecone Value Partners, LLC, with 15 years of industry experience. He has been with Bristlecone since 2004, totaling 22 years at the firm. Bristlecone Value Partners provides discretionary investment advisory and asset management services to individuals, families, high-net-worth clients, trusts, charitable organizations, and other institutions. The firm focuses on value-oriented equity strategies and manages a private pooled microcap fund, emphasizing fundamental analysis and intrinsic-value estimates in its portfolio management.

Kumbirai Mtunga is a financial advisor at Private Wealth Solutions, LLC with 19 years of industry experience and holds a Series 66 designation. He previously spent 10 years at Stevens Foster Financial Advisors before joining his current firm. Private Wealth Solutions serves individuals, trusts, pension and profit-sharing plans, and corporate clients by providing asset management, financial planning, and retirement plan consulting. The firm emphasizes tailored, non-discretionary portfolio management and delivers planning work within defined engagements.

Jonas Lee is a financial advisor at Aligne Wealth Advisors Investment Management (AWAIM) with 42 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, MML Investors Services, Inc., and Connecticut Mutual Life. He is also a licensed insurance agent, selling non-variable insurance products such as long-term care, disability, life insurance, fixed annuities, and health insurance. Aligne Wealth Advisors Investment Management provides discretionary investment management, financial planning, pension consulting, and private fund management to individuals, high-net-worth clients, trusts, business entities, and retirement plans. The firm employs a global macroeconomic-driven investment approach using model portfolios primarily composed of mutual funds and ETFs, and manages a private Global Macro Opportunities Fund with a performance-based fee structure.

Christopher Mattern is a financial advisor at MFA Wealth Services with 19 years of industry experience. He holds the Series 66 designation and has held roles at several firms, including Alliance Advisory & Securities, LLC and 1st Global Advisors Inc. Since 2019, he has been a minority partner at Tone, Walling & Meador LLP, which provides tax preparation, accounting, and CPA services. MFA Wealth Services is a registered investment adviser serving individual and high-net-worth clients, trusts, business owners, and corporations. The firm manages approximately $293 million across 224 accounts, focusing on strategic asset allocation using mutual funds, ETFs, stocks, bonds, and covered options, with an emphasis on discretionary portfolio management.

Steven Karkenny is a CFP® with 10 years of industry experience and is currently an advisor at Kanan Advisors. His prior roles include positions at Integrity Financial Corporation and Alliance Advisory & Securities, Inc. He also owns KarkennyX, a consulting business that assists an unaffiliated investment advisory firm with client deliverables and business growth strategy. Kanan Advisors is a fee-only registered investment adviser that serves employer-sponsored plans, corporate clients, and business owners. The firm uses asset-allocation-based portfolios combining fundamental, technical, and modern portfolio theory techniques, often employing Outside Managers while retaining primary advisory oversight.

Darrell Warner II is a financial advisor with Qmulate, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at QMULATE Capital, BlueRock Capital Advisors, and Clearstone Insurance Services. Qmulate serves individual and high-net-worth clients, small businesses, and retirement plan sponsors with financial planning, coaching, investment consultation, and portfolio management. The firm emphasizes diversified, buy-and-hold investment strategies and provides primarily non-discretionary portfolio management, coordinating with third-party managers as needed.

Kellen Doop is a financial advisor at Maxwell Financial Group, Inc with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Maxwell Financial Group since 2017. Prior to that, he was affiliated with MML Investors Services Inc and Mass Mutual Life Insurance Company. Maxwell Financial Group serves individual clients, including high-net-worth individuals, as well as company and pension plan clients by providing investment supervisory services, financial planning, and third-party portfolio reviews. The firm employs a predominantly non-discretionary investment approach and offers retirement-focused educational seminars at no cost.

Mitchell Kraus is a CFP® with 32 years of industry experience, currently serving at Capital Intelligence Advisors, Inc. since 2004. He also has a longstanding affiliation with LPL Financial, LLC dating back to 2003. Kraus conducts seminars on financial planning and related topics for businesses and associations. Capital Intelligence Advisors provides financial planning services to individuals, families, small businesses, and institutional clients, focusing on written financial plans and ongoing planning engagements rather than discretionary portfolio management. The firm does not take custody of client assets and offers clients the option to implement recommendations through affiliated brokerage and insurance channels.

Mark Tonoff is an advisor with Penmar Wealth Management LLC in Santa Monica, CA, holding Series 63 and Series 65 licenses. He has 18 years of experience through his role as president and insurance agent at Tonoff Financial Services, Inc., and has been with Penmar Wealth Management since 2025. Penmar Wealth Management provides discretionary asset management and financial planning services tailored to client goals, employing a variety of analytical methods and permitting client-imposed investment restrictions. The firm serves a small client base and maintains affiliated insurance businesses alongside its advisory services.

Andrew Eddy is a CFP® and ChFC® with 12 years of industry experience. He has been with Eddy Financial, LLC since 2017 and previously worked at Lincoln Investment for three years. Outside of his advisory work, he volunteers as the Head of his local Homeowners Association. Eddy Financial, LLC provides investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and business clients. The firm offers customized portfolios and comprehensive advisory services, including referrals to third-party managers and insurance products.

Brian Clay is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Clay Northam Wealth Management. He has worked at the firm since 2011 and holds Series 63 and Series 66 licenses. Outside of his advisory role, Clay is involved in managing fixed insurance products including long-term life and health insurance. Clay Northam Wealth Management provides discretionary investment management and financial planning to individuals, trusts, estates, retirement plan participants, and select institutional clients. The firm employs a value-oriented investment approach with an emphasis on diversification and tactical asset allocation, managing over $300 million in assets across approximately 390 client relationships.

Joel Lopata is a financial advisor at Vincimus Capital, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Hogan Lovells US LLP and the Federal Bureau of Investigation. Outside of his advisory role, he provides legal consulting services to small businesses in the construction trades through RallyX Management Solutions. Vincimus Capital offers financial planning, asset management, and retirement plan consulting to individuals, high net worth clients, business owners, family offices, and certain institutional plans. The firm employs tactical diversification and custom asset allocation, combining traditional and alternative investments selected through a proprietary due diligence process.

Jacob Weston is a financial advisor with Aligne Wealth Advisors Investment Management (AWAIM) in Los Angeles, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at LPL Financial and MassMutual Investors Services. Aligne Wealth Advisors Investment Management offers discretionary investment management, financial planning, pension consulting, and private fund management to individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm employs a global macroeconomic-driven investment approach, using model portfolios primarily composed of mutual funds and ETFs, and manages a private global macro opportunities fund with a performance-based fee structure.

Anthony Glomski is a financial advisor at AG Asset Advisory, LLC, holding a Series 65 designation with 16 years of industry experience. He has worked at AG Asset Advisory since 2010. In addition to his advisory role, he is an independent insurance agent specializing in life and long-term care insurance. AG Asset Advisory provides discretionary and non-discretionary investment management, wealth advisory consulting, pension consulting, and pooled-investment consulting services to individuals, high-net-worth clients, plans, and trusts. The firm manages approximately $440 million across about 35 client relationships and employs a blend of fundamental, technical, and charting analysis, including the use of derivatives and third-party money managers in client accounts.

Alexander Notaro is a financial advisor at Valley Financial Management, Inc. with nine years of industry experience. He holds the Series 66 designation and has previously worked at firms including Leumi Investment Services Inc. and Northwestern Mutual Investment Services, LLC. Notaro is also a member of Notaro Holdings LLC, through which he is involved in investment allocation for mutual funds and ETFs. Valley Financial Management, operating as Valley Digital Investor, serves individual and high-net-worth clients via an online platform offering discretionary portfolio management and automated implementation of model ETF portfolios. The firm provides a range of target portfolios tailored to client profiles and periodically rebalances them according to market conditions.

William Fowls is a financial advisor at Schauer Investment Management, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Allstate from 2021 to 2023. Schauer Investment Management, Inc. provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs fundamental analysis, documents client objectives in an Investment Policy Statement, and conducts quarterly account reviews, managing a range of investment types including equities, fixed income, mutual funds, and real estate funds.

David Fleer is a CFA® charterholder with 26 years of industry experience. He has been with Bristlecone Value Partners, LLC since 2004 and previously worked at Oppenheimer and CIBC World Markets Corp. Outside of finance, he owns a restaurant and café in Los Angeles, where he handles bookkeeping duties. Bristlecone Value Partners, LLC provides discretionary investment advisory and asset management services to individuals, families, high-net-worth clients, trusts, charitable organizations, and institutions. The firm mainly employs value-oriented equity strategies with a focus on microcap companies and manages both separately managed accounts and a private pooled microcap fund using fundamental analysis and intrinsic-value estimates.