Gary Leonard is a financial advisor based in San Francisco, CA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Montrose Securities since 2011. Outside of his advisory role, he provides consulting related to hiking activities for a local cooperative. His firm offers discretionary investment management and advisory services primarily to individual clients, managing approximately $800,000 across about 20 accounts. The firm constructs balanced portfolios tailored to client risk tolerance using fundamental, technical, and cyclical analysis, employing strategies that include equities, fixed income, options, and hedging techniques.

Raymond Gazelle Jr. is a CFP® professional with 19 years of experience, operating as the sole advisor at his independent firm, Raymond L. Gazelle Jr., since 2005. His background includes providing consulting services to small banks on internal operations and data processing. The firm offers comprehensive financial and investment planning services to individuals as well as corporate and nonprofit clients, frequently collaborating with financial officers or committees. It uses a long-term, strategic portfolio allocation approach focused on asset allocation, diversification, and mutual fund and ETF selection, delivering advice on a consultative, non-discretionary basis without managing client assets.

Carolina Martinez is a ChFC® credentialed financial advisor with four years of industry experience. She is the sole advisor at Greater Financial, an independent firm she has been associated with since 2026. Her prior experience includes roles at Bison Wealth, LLC, The Pacific Financial Group, Inc., Royal Alliance Associates, INC., and LPL Financial LLC. Alongside her advisory work, she is involved with John 15:13 LLC dba Cashflow with Carolina. Greater Financial serves individual investors, high-net-worth individuals, trusts, and business entities without requiring a minimum account size. The firm offers wealth strategy and discretionary portfolio management, financial planning, and educational programs such as digital courses and group coaching, using methodologies like Modern Portfolio Theory and technical analysis.

James Stanhouse is the sole advisor at Stanhouse Financial Planning and Management, LLC in Duluth, GA. He holds a Series 65 designation and has 16 years of industry experience. Since 2009, he has been preparing to start Oakworth, a separate business activity. Stanhouse Financial Planning and Management, LLC provides fee-only financial planning, investment advisory, and asset management services to individuals, families, small businesses, and trusts. The firm follows a long-term, buy-and-hold investment philosophy based on Modern Portfolio Theory and emphasizes low-cost, tax-efficient investment options.

Kevin Mcnab is a CFP® and ChFC® with 15 years of industry experience. He has been with ACE Wealth Partners, LLC since 2010, where he serves as the sole advisor. In addition to his advisory role, he works as an independent insurance agent on a limited basis. ACE Wealth Partners provides investment advisory and planning services to individuals, trusts, foundations, charitable organizations, pensions, and retirement plans. The firm follows a long-term investment approach based on fundamental analysis and offers a range of portfolio management and financial planning services, including the use of leveraged and inverse ETFs and occasional commodity exposure.

Adam Duong is the sole advisor at Adam Capital in Atlanta, GA, holding a Series 65 designation with 8 years of industry experience. He has led Adam Capital since 2016. Adam Capital provides investment advisory services primarily to individuals and private investment funds, offering discretionary portfolio management and a private limited partnership vehicle. The firm employs tailored strategies using equities, ETFs, and various analysis methods, and it accepts performance-based fees for qualified investors.

Kevin Lozer is a CFP® with 17 years of industry experience, currently serving as the sole advisor at Oakton Financial, LLC. He previously worked for ten years at CLEARLOGIC FINANCIAL, INC., formerly known as Ticknor Atherton & Associates. Oakton Financial serves high-net-worth individuals and small businesses with comprehensive financial planning and discretionary investment management. The firm emphasizes a strategic asset-allocation approach based on Modern Portfolio Theory, tax-aware investments, and a boutique, limited-client model without charging percentage-of-assets-under-management fees.

Lee Tobey is a financial advisor at Hedgewise in San Diego, CA, holding a Series 65 license with 12 years of industry experience. He has been with Hedgewise since 2014. Hedgewise provides discretionary portfolio management to individuals, trusts, pension plans, and investment companies through separately managed accounts and product-level options. The firm employs systematic, research-based quantitative and fundamental methods with a managed-account framework that utilizes ETFs, ETNs, options, and futures, and it incorporates automated monitoring and rebalancing with features such as tax optimization and risk customization.

Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.

Michael Russell is the principal of Russell Advisory Group, Inc., an independent registered investment adviser based in New Braunfels, TX. He holds the Series 66 designation and has nine years of industry experience. In addition to his advisory role, Russell is president of Dynavision, Inc., a contact lens export business, and provides private music education in singing, piano, and saxophone, including teaching music courses as an adjunct faculty member at Dallas College. Russell Advisory Group, Inc. serves individuals, families, private business owners, trusts, and corporate clients by offering financial advisory and business consulting services, including discretionary portfolio management. The firm employs an investment approach centered on individual security selection supported by fundamental, technical, and cyclical analysis and utilizes investment policy statements to align allocations with clients’ risk tolerances and time horizons.

Dominic Waechter is a financial advisor at MDW Capital Management Corp. in Los Angeles, holding a Series 65 designation with three years of industry experience. He has worked at Hammelman Capital Management LLC and currently maintains roles in accounting at DLD Accountancy, LLP, and in real estate brokerage and property management. In addition to his advisory work, Waechter is a licensed life insurance agent. MDW Capital Management Corp serves individual and high-net-worth clients through a single-advisor practice that oversees approximately $12.5 million in assets. The firm employs a referral and oversight model, matching clients with third-party discretionary managers and monitoring those externally managed portfolios without directly trading client accounts.

Mark Provost is a financial advisor at D & P Investment Advisors, Ltd. with 23 years of industry experience. He holds the PFS™ designation and Series 65 license. He has been with D & P Investment Advisors since 2002 and is also a principal at Desista & Provost, LLP, a certified public accounting firm where he allocates a portion of his professional time. D & P Investment Advisors provides financial planning, consulting, and investment management to individual investors and institutional clients such as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages assets on a non-discretionary basis, employing a process that combines fundamental and technical analysis to recommend diversified portfolios tailored to clients’ risk tolerance and time horizon.

Scott Cadieux is a CFP® with 27 years of experience in the financial services industry. He has worked at Fidelity Brokerage Services, Strategic Advisers LLC, and Fidelity Personal and Workplace Advisors before founding Echelon Private Wealth LLC, where he has been since 2020. Outside of his advisory work, he owns and operates a vending machine business and works as an independent insurance agent. Echelon Private Wealth provides discretionary portfolio management, asset allocation advice, and goal-based financial planning to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, offering customized investment strategies including options programs managed on a discretionary basis.

Freddie Everett Jr. is a financial advisor at Thomas Everett Investments, LLC in Columbus, OH, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at Edward Jones and Hardimann Investment Management, Inc. He is also involved in community pastoral work through Columbus Bible Way Church, Inc. Thomas Everett Investments is an independent advisory firm providing asset management, financial planning, third-party manager referrals, and retirement plan consulting to individuals, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and quantitative methods in its investment analysis and offers both discretionary and non-discretionary portfolio management, with a notable focus on pension consulting and serving charitable clients.

As a comprehensive financial planning firm we can assist you with your investment management, social security, debt management, budgeting, net-worth tracking, overall organization, tax planning, charitable planning, insurance review, and much more. As a flat fee firm we know the stock market isn't the only solution for your investment problems and love to brainstorm real estate, small business, private credit, and other alternative investment options that lead to the main goal. To improve your financial life and increase your net-worth. If you want a second set of eyes on your investments or financial decisions then feel free to give us a call and we'll talk through if we are a good fit for you. If not, then we will point you in the right direction.

Michael Carey is a CFA charterholder and the sole advisor at Carey Investment Solutions LLC in Philadelphia, PA, with 14 years of industry experience. He has led his independent firm since its founding in 2012. Carey Investment Solutions provides wealth management and discretionary portfolio management services to individuals and high-net-worth clients. The firm employs a fundamental, long-term investment approach while utilizing margin borrowing and actively managed, concentrated portfolios when appropriate.

Kai Lamb is a financial advisor at Solaris Private Wealth Management in Austin, TX, with 22 years of industry experience. He holds the Series 66 designation and has led Solaris since 2006. Outside of advising, he is a member and manager of Genesis Web Solutions, a web hosting business. Solaris Private Wealth Management serves individuals, small business owners, and nonprofit foundations, providing investment advisory, financial planning, and educational workshops. The firm uses Modern Portfolio Theory and a mix of no-load mutual funds, low-cost ETFs, individual equities, and fixed income to tailor portfolios according to each client’s risk profile.

Bruce Bassin is the sole advisor at Bassin, Bruce, an independent firm based in Thousand Oaks, CA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to founding his sole proprietorship in 1998, he worked at Southeast Investments, N.C. Inc. from 2016 to 2018. In addition to his advisory role, he is a licensed insurance agent selling life and fixed insurance products. The firm provides financial planning, third-party manager recommendations, and retirement plan consulting to pension and profit-sharing plan sponsors, plan participants, corporations, and high-net-worth individuals. It develops written financial plans using economic and quantitative analysis but does not offer discretionary portfolio management or hold client assets.

Stephen Rodgers is the sole advisor at Pindex Advisors, LLC, holding Series 63 and Series 65 designations with 36 years of industry experience. He has led Pindex Advisors since 2006. PenDex Advisors, LLC provides investment advisory and brokerage services to individual and institutional clients, offering both discretionary portfolio management and commission-based trading programs. The firm employs market-timing techniques alongside fundamental and technical analysis, supporting strategies such as short-term trading, margin, short sales, and options.

Stephen Kim is a financial advisor with Sierra Madre Partners LLC in Cerritos, CA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, including 12 years with Sierra Madre Partners. Sierra Madre Partners provides discretionary investment management and financial planning services to individual and high-net-worth clients, focusing on a proprietary global all-cap strategy aimed at long-term capital appreciation. The firm employs a combination of fundamental and technical research and manages accounts on a discretionary basis with client-specific investment guidelines.