Timothy Golas is a financial advisor at Spurstone with 21 years of industry experience. He has been with Spurstone Advisory Services, LLC since 2016. Outside of his advisory role, he is involved with Spurstone Wealth Management, LLC, which offers non-variable insurance products including life, disability, and health insurance. Spurstone serves individuals and high-net-worth clients, focusing on business owners and corporate executives. The firm provides comprehensive financial planning, discretionary portfolio management, and business owner exit-planning consulting, often implementing investment strategies using third-party managers and SEI’s asset allocation portfolios.

Glenn Johnson is a financial advisor with Jabez Financial, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Bradford Financial, Inc. and Eagle Mortgage, LLC. He is also an insurance agent involved in the sale of various insurance products. Jabez Financial provides portfolio management and financial planning services primarily to individual clients and small businesses, utilizing modern portfolio theory and individualized Investment Policy Statements to align investments with client goals. The firm offers non-discretionary management and may recommend third-party asset managers or wrap-fee programs.

Jeffrey Mehler is a CFP® professional with 20 years of experience in financial advising. He has led Jeffrey N. Mehler, CFP LLC since 2005. The firm is an SEC-registered independent investment adviser managing approximately $391 million for individuals, trusts, estates, charitable organizations, and business entities. Jeffrey N. Mehler, CFP LLC provides financial planning, discretionary and non-discretionary investment management, and consulting services, including forensic financial statement analysis for divorce matters. The firm’s investment approach is based on fundamental analysis and uses a range of strategies, including derivatives and margin transactions, to construct customized portfolios.

Youxi Liu is a CFP® and PFS™ associated with Upstart Wealth Management, LLC, with five years of industry experience. Prior to joining Upstart, Liu worked at Paradigm Wealth, Inc. and Federmann Financial Advisors Inc. Outside of advisory work, Liu engages in independent consulting for software, education, tax, and other professional service providers. Upstart Wealth Management serves individual and high-net-worth clients by providing discretionary investment management, comprehensive financial planning, and optional tax preparation services. The firm manages approximately $386 million across 91 client households and employs customized investment strategies that include separately managed accounts, ETFs, and, for select clients, equity derivatives and borrowing within accounts.

Nicholas Tumolo is a financial advisor at Tumolo Wealth Management LLC with five years of industry experience. He has held roles at Tumolo Wealth Management since 2022 and previously worked at Tucker Asset Management and CWPM LLC. Additionally, he is an insurance agent licensed since 2014, actively involved in insurance sales. Tumolo Wealth Management serves individual and high-net-worth clients, managing approximately $134 million in discretionary assets. The firm offers discretionary portfolio management and financial planning, employing tailored investment strategies that consider client objectives and risk tolerance.

Donald Waesche is a CFP® professional with 12 years of industry experience. He is currently with Genoa Wealth, LLC and previously worked at Creative Planning, LLC and Resource Management, among other firms. Waesche is also involved with Race Rock, LLC. Genoa Wealth, LLC provides discretionary and non-discretionary investment advisory services and financial planning to individuals, corporations, and business entities. The firm uses fundamental analysis with tailored asset allocations and operates on a fee-only basis, serving a small number of clients with a high level of assets under management.

Steven Bokoff is a CFP® professional with 25 years of industry experience, currently serving as a partner at Goldblatt Bokoff LLC, a certified public accounting firm. He has been involved with CDM Financial Counseling Services, doing business as Thames Financial Management, since 1996. Thames Financial Management provides portfolio management and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, and business entities, serving both high-net-worth and non-HNW clients. The firm manages approximately $315 million in assets and employs a long-term, fundamental analysis-based investment approach that includes option strategies and regular portfolio reviews.

Justin Howard is a CFP® professional with 28 years of industry experience. He has worked at Howard Wealth Management, LLC since 2018 and previously held roles at APW Capital, Inc. and Cherry Street Partners. Outside of his advisory work, he is a member of 47 Lafayette Place, LLC, an entity related to managing a real estate property. Howard Wealth Management serves individuals, including high-net-worth clients, as well as pension plans and corporate clients, managing approximately $356 million in discretionary assets. The firm offers portfolio management, financial planning, pension consulting, and family office services with a discretionary, customized approach that emphasizes low-cost investments and educational outreach.

Austin Concascia is a financial advisor at Jabez Financial, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Strategic Advisors. Jabez Financial, LLC provides portfolio management and financial planning services to individuals and business entities, managing approximately $14.1 million in assets across about 117 client relationships. The firm utilizes modern portfolio theory and a long-term trading approach with a variety of investment vehicles, maintaining primarily non-discretionary client accounts.

Simone Gladstone is a CFP® professional with 34 years of industry experience. She is currently with Compass Rose Strategic Partners LLC, where she has worked since 2012, and also affiliated with Vanderbilt Financial Group since 2024. Her background includes comprehensive financial planning and insurance services, including long-term care, term life, and variable universal life insurance products. Compass Rose Strategic Partners provides financial planning, portfolio management, and managed-account advisory services to individuals, trusts, pension and profit-sharing plans, and corporations. The firm employs a tailored asset-allocation process using mutual funds, ETFs, and third-party managers, with ongoing account monitoring and due diligence on sub-advisers.

Travis Gladstone is a CFP® and Series 66 credentialed financial advisor with one year of industry experience. He is currently with Compass Rose Strategic Partners LLC and has previously worked with Vanderbilt Securities, Thrivent Investment Management, and Shuttleworth Financial Group. Compass Rose Strategic Partners LLC manages approximately $103 million for about 150 clients through four advisors. The firm offers comprehensive financial planning, discretionary and non-discretionary portfolio management, and educational seminars to individuals, trusts, and corporate clients, utilizing asset allocation strategies with mutual funds, ETFs, and third-party managers.

Andrew Sawyer is a CFA® charterholder with 25 years of industry experience. He has worked at Thames Financial Management since 2018 and previously spent seven years at First Manhattan Co. Outside of his advisory role, he is the owner and operator of Preston Ridge Vineyard, a farm winery. Thames Financial Management provides portfolio management and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm serves both high-net-worth and non-HNW clients, managing approximately $315 million in assets with an investment approach that emphasizes fundamental analysis, long-term buy-and-hold strategies, diversification, and option strategies to enhance returns or adjust equity exposure.

Tyler Linforth is a financial advisor with Compass Rose Strategic Partners LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Compass Rose, he served in the United States Navy from 2017 to 2022 and worked at Amentum for two years. Compass Rose Strategic Partners LLC manages approximately $103 million for about 150 clients, offering comprehensive financial planning, portfolio management, and educational seminars to individuals, trusts, plans, and corporations. The firm primarily employs a wrap fee program and recommends third-party managed account platforms, with portfolios constructed using asset allocation across mutual funds, ETFs, and third-party managers.

Mark Steffen is a financial advisor at Sightline Wealth Advisors, LLC with 23 years of industry experience. He holds a Series 66 designation and has been with Sightline since 2015. Outside of his advisory role, he is involved in business ownership through PS Development LLC and Pellish and Steffen LLC, which manage properties used by his practice. Sightline Wealth Advisors provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment strategy combining passive and active management, using ETFs, mutual funds, individual securities, and derivatives when appropriate.

Theodore Degroot is an advisor at Spurstone with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Spurstone Advisory Services since 2016. Outside of his advisory role, he has ownership interests in an insurance agency and a technology company, though he is not actively involved in day-to-day operations of either. Spurstone serves individuals and high-net-worth clients, focusing on business owners and corporate executives. The firm offers comprehensive financial planning, discretionary portfolio management, and specialized consulting on business owner transitions, executive compensation, and concentrated stock management.

Mark Michna is a CFA® charterholder with two years of industry experience. He has worked at Sightline Wealth Advisors, LLC since 2023 and previously spent 19 years at Prospect Partners, LLC. Sightline Wealth Advisors provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach that combines passive and active management, strategic asset allocation, and fundamental analysis, using a range of investment vehicles including ETFs, mutual funds, individual securities, and alternatives when appropriate.

Brittni Oxendine is a financial advisor at Tumolo Wealth Management LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at Edward Jones, National Financial Network, PANERA, and Momentive Software. Outside of her advisory role, she hosts and facilitates monthly social networking events through her business, Skip the Small Talk LLC. Tumolo Wealth Management serves individual and high-net-worth clients, managing approximately $134 million in discretionary assets. The firm offers tailored portfolio management and financial planning services, utilizing a range of investment strategies and working with third-party managers and custodians.

Dante Bailey is a financial advisor at WJ Financial Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC and Hollister. WJ Financial Advisors, LLC is a fee-only firm managing approximately $203 million in discretionary assets for individuals, trusts, estates, nonprofits, and small businesses. The firm focuses on target asset allocation and low-cost passive index funds, with selective use of derivatives and borrowing in certain accounts.

Daniel German is a financial advisor at Warner Wealth with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MassMutual, Cadaret, Grant & Co., Inc., and LPL Financial. In addition to his advisory role, he operates German Financial, a business related to non-variable insurance and investment activities. Warner Wealth advises individuals, families, and business owners, including entrepreneurs, offering comprehensive financial planning, discretionary wealth management, and business-focused planning such as succession and employee retirement strategies. The firm employs a core-and-satellite investment approach and integrates multi-generational engagement while coordinating with clients’ accounting and legal professionals.

Steven Johnson is a financial advisor with Alchemi Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services and currently serves as Managing Partner of Alchemi Funds Management Group, where he provides input on capital allocation to start-up companies. In addition, he is involved as a managing director at Alchemi Capital LLC, which supports start-up and early-stage companies with digital resources. Alchemi Wealth provides discretionary investment management and financial planning to individuals, trusts, estates, corporations, and charities, utilizing a variety of analytical methods and both long- and short-term trading strategies. The firm offers customized portfolios and manages held-away retirement-plan assets through an account-aggregation service.