William is the Founder at LKL Advisors in Atlanta, GA. He holds a Series 65 designation and has been working in the finance space since 2017. Under a single, transparent fee structure that beats the 1% model, LKL Advisors provides comprehensive financial planning, portfolio management, access to private investments, equity comp planning, tax strategy, estate planning (will and trust creation included), and more, primarily for mid-career corporate professionals.

Hi, I'm Louis Guajardo. I’m the founder of Moonshot Planning, a financial planning firm built specifically for creators, freelancers, and self-employed professionals - the people traditional finance tends to overlook. My journey started when I saw firsthand how the industry dismissed talented creators who didn’t fit the usual model. I watched a young creator making more than many people twice her age, yet she had no retirement plan, no tax strategy, and no financial roadmap. When I asked how we could help her, I was told to just ignore her. That stuck with me. After passing my CFP® exam and launching my own firm, Brighter Days Planning, I realized I’d built something safe and predictable - like everyone else. But when that same creator came back, signed up, and started referring her friends after we built her plan, everything changed. I realized this wasn’t just a niche; this was the entire point. So I burned it down and rebuilt, and that’s how Moonshot Planning was born. Today, I’m committed to serving the creators, freelancers, and self-employed people that the rest of the industry has overlooked, helping them build personalized financial plans that actually fit their lives and careers. Outside of work, I stay active and creative. I train in jiu-jitsu and boxing, skateboard, draw, and listen to music, all of which help me stay balanced, focused, and energized both personally and professionally.

Lauri Salverda is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Castle Rock Financial Planning, Inc. She has worked at Clerestory Advisors, Inc. since 2008. Castle Rock Financial Planning provides personalized financial planning and investment management to individuals, high-net-worth clients, trusts, and estates, offering comprehensive written financial plans and ongoing portfolio management without imposing minimum account balances or accepting commissions. The firm uses a combination of fundamental, technical, and third-party research to guide investment decisions across a variety of asset types.

Jason founded LGBTQ Wealth Planning to make expert financial advice inclusive, transparent, and deeply human. After nearly a decade working in financial services, he saw how many LGBTQ+ clients and allies felt unseen in traditional planning environments — and how powerful it is when people finally feel comfortable talking openly about money and life in the same conversation. Jason is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), an Enrolled Agent (EA), and an Equity Compensation Associate (ECA). His background includes extensive work with clients navigating complex financial lives, especially those with stock compensation and high-growth careers. Over the last ten years, Jason has advised clients through many of life’s biggest financial moments — IPOs and liquidity events, job changes, relocating across states, marriage and family building, buying and selling homes, market volatility, and many other financial transitions. He believes real financial planning goes far beyond spreadsheets; it’s about clarity, values, and confidence during moments that truly matter. At the heart of his work is a simple philosophy: people make their best financial decisions when they feel seen and understood. Jason partners closely with clients to help them make thoughtful choices about investing, taxes, cash flow, career, and life planning so they can live well today while building the future they want. When you work with LGBTQ Wealth Planning, you work directly with Jason — a collaborative thinking partner who explains things clearly, asks good questions, and respects the many forms that family and identity can take.

Villaire Financial is a fee-only fiduciary financial planning firm in downtown Grand Rapids for young professionals and families who are still building wealth. Chris Villaire, CFP®, works with people in their 20s and 30s who make good money and have big decisions in front of them: student loans, 401(k)s, RSUs, buying a home in West Michigan, getting married, building a family, and planning ahead for taxes. Most clients get their full financial plan within 30 days of onboarding. From there, we meet with you twice a year, manage your investments, and you can always schedule a meeting whenever life changes. Meet in person at 2 Fulton St W, Suite 122, or by video. No asset minimums and no commissions. Start with a free intro call.

Brian Jaros, CFP®, MBA, is the founder and CEO of Ville Wealth Management, a fee-only, fiduciary registered investment advisory firm based in Avon Lake, Ohio. Brian has spent more than 30 years in financial services — beginning his career at Society Bank and KeyBank in 1992, earning his MBA from Cleveland State University, and achieving his CFP® designation in 2002. He then spent two decades building two of the leading financial planning teams at regional private banks, serving as Director of Financial Planning at both Key Private Bank and Huntington Private Bank. During that time he personally guided hundreds of clients through the complexities of retirement planning, investment management, estate planning, and tax-efficient wealth transfer. In 2025 Brian founded Ville Wealth Management to return to what he does best — sitting across from clients, understanding their goals, and building plans that are actually implemented. The firm is named after the "Ville," the close-knit small town in southeastern Ohio where Brian grew up, a community built on hard work, trust, and people looking out for one another. Ville Wealth Management specializes exclusively in pre-retirees aged 50 to 65 with $250,000 or more in investable assets. Brian helps clients navigate the critical financial decisions of the pre-retirement decade — Social Security timing, Medicare enrollment, Roth conversion strategies, tax-efficient withdrawal planning, investment management, and estate planning. As a fee-only advisor, Brian charges 1% or less on assets under management with no commissions and no conflicts of interest. "A financial plan unimplemented has no value."

Allan Katz is a financial advisor at Stirlingshire Investments with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stirlingshire RIA LLC and Stirlingshire BD LLC since 2023, in addition to serving as president of Comprehensive Wealth Management Group, LLC since 2007. Outside of finance, Katz is a freelance trombone player and owns a model train business. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a diverse investment approach that includes quantitative, fundamental, and technical analysis, offering a range of investment vehicles and model strategies through the Advyzon marketplace.

Tomas Geoghegan is a CFP® and Series 66–registered financial advisor with 23 years of industry experience. He has been with Beacon Hill Private Wealth LLC since 2016, where he is the sole advisor. The firm provides comprehensive wealth management and planning services to individuals, high-net-worth families, trusts, institutions, and businesses. Beacon Hill employs an evidence-based, largely passive investment approach focused on global diversification, modest factor tilts, and high-quality fixed income to manage portfolio volatility, and it offers distinctive pension-consulting services including plan investment platform analysis and participant education.

Brynna Wilson is a financial advisor at Citrine & Gold LLC in Denver, CO, with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at New York Life Insurance Company and NYLIFE Securities, LLC. Outside of her advisory work, she owns The Sauna Room, a business offering infrared sauna rentals, and serves as a board member for The Jamin Fund, a nonprofit that provides scholarships and builds schools in developing countries. Citrine & Gold provides portfolio management and comprehensive financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm employs model portfolios and a three-stage framework focused on asset allocation and distribution planning, serving a small client base with both discretionary and standalone planning engagements.

Hi! My name is Joe Forish and I started Fortrove Partners to help technologists deal with challenges of company ownership / equity compensation. From a young age, I learned about maximizing hard work and doing what you do best while working at my father’s auto dealership. I also saw first-hand both the rewards and challenges of running a business. Prior to Fortrove, I honed my expertise investing in public and private equity. I graduated from Pennsylvania State University with a B.S. in Finance and International Business, and from the Harvard Business Analytics Program, with Distinction. In my free time you will find me skiing an evergreen tree-lined run or longboarding when it’s cloudy and glassy. I live in New York City with my wife Linda.

I'm the founder of SCM Investment Services in Lake Elmo, MN — a fee-only, fiduciary advisory firm built on one belief: everyone deserves honest financial advice from someone legally required to put their interests first. My path here started on the trading floor at the Chicago Board of Trade, where I transacted over $1 billion in US Treasury Notes daily and later served as VP and Director of Discretionary Trading Operations. With degrees in Computer Science and Chemistry, I've always approached investing as a hard science — not a sales pitch. I earned my MBA from the University of Chicago Booth School of Business, the epicenter of evidence-based investing. No commissions. No exceptions. I've been quoted as a financial expert in CNN Money, Fortune, the Chicago Tribune, US News, and Investment News.

Austin Hunt is a CFP® professional who has been working in financial services since 2018. He is the sole advisor at Hunt Wealth, which he founded in 2025, following prior roles at Raymond James and Steward Partners. Hunt also serves as an account executive for Holistiplan, a tax planning software company. Hunt Wealth provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a combination of passive and active strategies based on Modern Portfolio Theory and offers discretionary and non-discretionary portfolio management, with a focus on asset allocation and manager selection through a model marketplace and outside managers.

Erin Hilton is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of industry experience. She is the managing member of Hilton Financial Group, LLC, an independent registered investment adviser based in Austin, TX. Her prior experience includes roles at Guardian Life, Eagle Strategies (NY Life), and Strategic Advisers, Inc. Hilton volunteers with the National Alliance for Mental Illness (NAMI). Hilton Financial Group provides comprehensive financial planning, coaching, and consulting services for individuals, families, and plan sponsors. The firm emphasizes low-cost, passive investment recommendations and offers a range of services including premium financial coaching, written financial plans, and employer consulting without managing client assets or accepting discretionary authority.

Michael Macke is a CFP® professional with 23 years of experience in financial advisory. He is the sole advisor at Wealth 73, LLC, an independent firm based in Jacksonville, FL. His career includes roles at several firms such as Petros Advisory Services, Payne Capital Management, and Valic Financial Advisors. Wealth73, LLC is a fee-only independent investment adviser serving individuals and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management along with financial planning services, using a mix of strategic and tactical asset allocation supported by various analytical methods and both passive and active investment vehicles.

Christopher Gething founded Atherean Asset Management LLC in 2014 as an independent investment advisory firm after working as a financial adviser at various firms including MetLife Securities since 2006. He is also the managing member of the general partner to the Atherean Value Fund, LP, a value-oriented long-short equity fund which was formed in 2023. Prior to working in investment management he worked as an engineer at companies including ABAQUS, Inc, now part of Dassault Systèmes. He is a CFA charterholder and a member of the New York Society of Security Analysts, and is also a Certified Financial Planner practitioner. He has Sc.B. and Sc.M. degrees in engineering from Brown University, and did graduate work at the Massachusetts Institute of Technology, where he was a member of Sigma Xi. Atherean Asset Management LLC offers investment advisory, portfolio management, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and investment funds. The firm manages customized separately managed accounts and a private pooled vehicle, Atherean Value Fund, LP, using an equity-centered approach that combines strategic asset allocation, tactical adjustments, and fundamental valuation.

Adam Van Ness is a financial advisor at NW Straits Financial Services with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has managed his current firm since 2021. Outside of advisory work, he teaches community-based continuing education classes on personal finance topics and serves as a board member for the local nonprofit healthcare provider Unity Care Northwest. NW Straits Financial Services provides discretionary investment management and project-based financial consulting primarily for individual and high-net-worth clients. The firm emphasizes passive, index-based portfolios tailored to client-specific asset allocations and uses a defined risk management approach aligned with clients’ time horizons.

Illumint is a fee-only financial planning firm for Millennial women who want to put their growing savings to work. Women like you have built your savings throughout your careers or received new money through an inheritance, bonus, or other financial windfall. Illumint will help you decide what to do next, with a focus on how that money can fit into and support the rest of your financial life. Illumint is Washington, DC-based, a virtual service, provides flat-fee comprehensive planning, offers optional investment management, and does not have an investment or net-worth minimum.

David Hamilton Jr. is a financial advisor at Hamilton Wealth, LLC with six years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Northwestern Mutual Investment Services LLC and MassMutual Life Insurance Company. Prior to his advisory career, he was employed at NEXT Sports and Rowe and Hamilton. Hamilton Wealth, LLC provides discretionary asset management, retirement-plan advisory, and financial planning services to individuals, high-net-worth clients, trusts, and business entities. The firm emphasizes portfolios aligned with client goals, time horizons, and risk tolerances, using a combination of fundamental and cyclical analysis alongside both long- and short-term strategies.

Jessica Champion is the principal of Jessica Champion Investment Services, an independent wealth management firm she founded in 2025. She holds Series 63 and Series 66 licenses and has eight years of industry experience, including roles at LPL Financial, Ameriprise Financial Services, and various other firms. Her firm provides wealth management and financial planning services to individuals and high-net-worth clients, offering ongoing investment advice and written financial plans covering retirement, estate, tax, college savings, business planning, insurance, and risk management. The firm uses a fee-only, discretionary model, combining modern portfolio theory with fundamental, technical, and charting analysis, and integrates behavioral finance coaching along with customizable socially responsible investing options.

Driven by a deep passion for finance and investing, Praveen brings a unique blend of experience to his work. As a South Asian immigrant, he navigated the complexities of building a successful 15-year career in Silicon Valley, including co-founding a startup and most recently serving as a Software Engineering Manager at Google. In parallel, he dedicated over a decade mastering various asset classes, from traditional stocks and bonds to value-add commercial real estate and alternative investments like private equity and venture capital. Having achieved financial independence through diligent saving and strategic investing, Praveen is now committed to empowering others to take control of their financial futures by drawing on his own hard-earned wisdom. Empower Financial is an independent, fee-only advisory that provides financial planning and investment consultation to individuals, trusts, estates, retirement plans, small businesses, and a variety of institutional and nonprofit clients. The firm employs a Core + Satellite investment approach, focusing on client risk profiles and asset allocation recommendations, while clients generally execute trades themselves.