Jeffrey Laughlin is a CFP® with 17 years of industry experience and has been with Fidelis Financial Planning, LLC since 2011. He holds a Series 65 license and is based in Saint Charles, MO. Outside of his advisory role, he is the owner and managing member of a non-investment related real estate entity. Fidelis Financial Planning serves middle-income and high-net-worth individuals, as well as various institutional clients, offering integrated financial planning and discretionary portfolio management. The firm employs a structured investment approach grounded in academic research, focusing on broadly diversified, low-cost funds and ETFs.

Chirag Surti is a financial advisor at CNIV Financial Planning LLC with a Series 65 designation and two years of industry experience. He is also an Associate Professor at Rider University, where he teaches business courses and conducts research. In addition to his advisory role, he offers educational seminars and consulting services related to financial planning through his business, IV Educational Ventures. CNIV Financial Planning LLC provides hourly, fee-only investment advice to individuals, families, retirement plan sponsors, nonprofit trustees, and other advisers. The firm follows a passive, long-term investment approach focused on low-cost index funds and ETFs, offering advice without managing or holding client assets.

Thomas Wiscomb is the sole managing member of Northpoint Advisory LLC, an independent firm based in Wilmette, IL. He holds Series 63 and Series 65 designations and has 19 years of industry experience. He has worked with XMS Capital Partners since 2010 in addition to his role at Northpoint Advisory, which he has been with since 2008. Northpoint Advisory serves individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and institutional clients with investment management and select financial planning services. The firm employs a core/satellite investment approach emphasizing principal protection, diversification, liquidity, and tax efficiency, incorporating alternative strategies when appropriate.

Jason Holloway is a financial advisor at Ensourceful, Inc. with one year of industry experience. He holds a Series 65 designation and has worked at Nevada Technical Associates, Inc. since 2008. Outside of finance, he is president of Hollowhead, Inc., a small business focused on virtual reality, augmented reality, and AI software. Ensourceful, Inc. provides customized investment advice and comprehensive financial planning primarily for individual retail investors. The firm emphasizes a consultative approach with fundamental security analysis and scenario-based portfolio strategies, focusing on robustness and resilience rather than solely historical-model optimization.

Chelly Joseph is a financial advisor with Foliage Financial in Bonita Springs, FL, holding a Series 66 designation and 19 years of industry experience. Prior to founding Foliage Financial in 2025, Joseph held roles at firms including PACE Wealth Management and Merrill. Outside of advisory work, Joseph is also a licensed insurance agent involved in the sale of fixed insurance products. Foliage Financial offers discretionary and non-discretionary asset management primarily through third-party platform programs, alongside financial planning and consulting services. The firm implements client strategies using model portfolios, sub-advised solutions, or custom managed accounts, with ongoing monitoring and periodic reviews.

Michael Muth is a financial advisor at Qcfo, LLC with nine years of industry experience. He holds a Series 65 credential and previously worked at Osborne Williams & Donohe and Formidable Asset Management. Outside of finance, he serves as COO of Seven Hills Foods, an organic food company where he oversees sales, production, logistics, and inventory. Qcfo, LLC provides investment and wealth management services primarily to individuals, high-net-worth investors, family trusts, charitable foundations, and qualified plans. The firm emphasizes a scientific, engineered portfolio construction focused on global diversification and risk control, offering discretionary portfolio management alongside coordinated tax and wealth-transfer planning.

Robert Jetmundsen is the principal of Worthscape, LLC in Atlanta, GA, where he has been providing advisory services since 2006. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Outside of his advisory role, he is involved in several entrepreneurial ventures, including serving as president of Bobbo Aviation and Raj Holdings, owning a publishing company, and managing a motor yacht charter business. He also serves on the board of L2C, Inc. Worthscape offers discretionary portfolio management primarily to individuals, trusts, and estates, including high-net-worth clients. The firm’s investment approach focuses on concentrated portfolios of U.S. common stocks supplemented by other securities and employs both fundamental and technical analysis, with occasional use of active trading strategies and derivatives.

Zachary Hilty is the sole advisor at Hilty Wealth Management LLC in Brooklyn, NY, with two years of industry experience. He holds a Series 65 credential and has worked in talent development and photography roles at the Billy Farrell Agency alongside his advisory practice. Hilty Wealth Management provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, and other registered investment advisers. The firm focuses primarily on equities, exchange-traded funds, and equity options strategies, using both fundamental and technical analysis within documented client risk frameworks.

Jacob Binner is a financial advisor at BinnerInvestments with four years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity, Merrill Lynch, and E*Trade Securities. BinnerInvestments provides ongoing portfolio management and standalone financial planning for individual and high-net-worth clients. The firm’s investment approach combines multiple analytical methods to construct diversified portfolios and typically manages discretionary assets while delivering quarterly reports and written investment policy statements.

David Luck is a CFP® professional with eight years of industry experience and is the sole advisor at Advisor Financial Services, Inc. He has been with the firm since 1995 and concurrently operates Luck & Company CPA PLLC, providing tax and accounting services to individuals and small businesses. Advisor Financial Services, Inc. is an independent SEC-registered investment adviser serving individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses long-term, diversified strategies tailored to client goals and risk tolerance, supported by a technology-driven platform that integrates portfolio management with tax and accounting services.

Scott Dornbusch is the sole advisor at Dornbusch Asset Management in Faribault, MN, holding Series 63 and Series 65 designations with 25 years of industry experience. He has led Dornbusch Asset Management since 1997. Outside of advisory services, he recently sold an industrial pump distribution business. Dornbusch Asset Management provides fee-only investment advisory services to individual investors and small businesses, focusing on discretionary portfolio management primarily using stocks, bonds, mutual funds, and ETFs. The firm applies Modern Portfolio Theory with tailored allocations and incorporates both fundamental and technical analysis, including options strategies such as covered-call writing.

Lucas Marsh is a financial advisor at Engineered Wealth Management LLC in Avondale Estates, GA, holding a Series 65 designation with one year of industry experience. He concurrently holds a full-time position as a biomedical engineer with the Veterans Health Administration and serves as treasurer on the board of the Georgia Biomedical Instrumentation Society. Marsh also consults in tax and accounting through a separate practice. Engineered Wealth Management LLC provides wealth management, discretionary investment management, and financial planning services to individual and high-net-worth clients. The firm uses fundamental analysis and a primarily long-term investment approach, constructing portfolios mainly with exchange-traded funds and conducting formal reviews at least annually.

Amy White is a CFP® and holds a Series 66 license, with 27 years of experience in the financial services industry. She has worked at Cambridge Investment Research, Inc. and Steffes Financial, Ltd. before founding Prairie Ridge Asset Management, LLC in 2017. Amy operates as the sole advisor at Prairie Ridge, based in Overland Park, KS. Prairie Ridge Asset Management serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a modern portfolio theory-based investment approach focused on global diversification and fundamental analysis, and is notable for its pension consulting and retirement-plan advisory offerings.

Linda Walker is a Certified Financial Planner® with 46 years of industry experience. She has served as principal of her independent firm, Linda A. Walker, CFP, since 1996 and has also been affiliated with LPL Financial since 1991. Her outside activities include limited involvement in non-variable insurance related to long-term care. Her firm provides financial planning and consulting services to a small client base, focusing on retirement, education, tax, and budgeting projections. The firm offers non-discretionary, fee-for-service advice emphasizing asset allocation using Morningstar tools and a combination of fundamental, technical, and cyclical analysis.

Gary Boatman is a CFP® professional with 17 years of experience in financial advisory, operating as the sole advisor at Boatman Wealth Management, LLC. He has managed his own practices since 1979, including a tax preparation business and insurance services. In addition to his advisory work, he is involved in tax preparation through Valley Tax Services, LLC, and owns a local shopping center. Boatman Wealth Management is an independent advisory firm serving individuals and charitable organizations with investment advisory, financial planning, and consulting services. The firm primarily manages assets on a non-discretionary basis through third-party managers and model portfolios while also providing referrals for tax preparation and insurance products.

Do you plan to make work optional before age 65? I will use my tools and expertise to educate and empower you to be your own retirement hero, rather than try to convince you that you need to pay me or any other advisor year after year. While I provide investment advice, I do not offer ongoing portfolio management as a service and my only objective is to give you the best advice possible. My planning engagements typically consist of three to four meetings and span one to three months. We will work together to create a detailed plan for early retirement that doesn't ignore what you need to feel fulfilled in the present. You will be given free ongoing access to my planning software upon completion of our engagement and I will teach you how to navigate it. Visit my website today to learn more and don't forget when you are there to sign up to receive my free guide, The Top 10 Critical Mistakes People Make When They Plan To Retire Early.

Charles Kern III is the sole advisor at Pilot Investment Services, LLC in Greensboro, NC, holding Series 63 and Series 65 credentials with 32 years of industry experience. Since 2015, he has operated his independent advisory firm and also works as an auditor for the Department of the Treasury in Charlotte. Pilot Investment Services, LLC provides discretionary portfolio management and limited financial planning primarily to individual and high-net-worth clients, as well as trusts and estates. The firm manages approximately $1.5 million on a discretionary basis and employs a blend of fundamental, technical, and cyclical analysis to construct portfolios using ETFs, individual equities, bonds, and selective options and margin.

Ethan Hadley is a financial advisor at GPWM Advisors LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Gryphon Private Wealth Management and Independent Financial Group. Outside of his advisory work, he has provided notary services in Idaho since 2006. GPWM Advisors is an independent, single-advisor firm managing approximately $28.9 million for about 45 clients. The firm serves a diverse client base including individuals, businesses, and institutional clients, offering financial planning, discretionary portfolio management, alternative investment advice, and educational seminars.

Paul Ferry is the principal advisor at Ferry Capital Management LLC, an independent firm, with 36 years of industry experience. He has worked at Ferry Capital Management since 2016 and previously spent five years with Mullins Investment Management, Inc. Ferry Capital Management provides discretionary and non-discretionary asset management services primarily to individuals, high-net-worth clients, and trusts, with a focus on municipal fixed income. The firm employs a three-pronged investment approach that balances laddered bonds, new-issue or mispriced secondary-market municipals, and discounted closed-end municipal funds, targeting maturities of 10–15 years while seeking to limit credit risk.

Karl Khuns is a financial advisor at Stone Oak Capital LLC in Rochester, NY, with 18 years of industry experience. He holds the Series 66 designation and previously worked at Lord Abbett, ESL Investment Services, Boyd Capital, and Engleson and Associates. Stone Oak Capital LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering tailored investment policy statements and discretionary management across a broad range of investment types. The firm’s investment process integrates fundamental analysis, modern portfolio theory, and technical analysis to create client-specific portfolios and employs both long- and short-term trading strategies.