David Schubach is a financial advisor at Integrity Financial Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for eight years at New Frontier Advisors. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, and charitable organizations with financial planning and risk-protection advice. The firm often utilizes its affiliated investment manager, Auour Investments, for ETF-based, model-driven portfolio management tailored to client risk tolerance and planning goals.

Richard Teel is a CFA® charterholder with 15 years of industry experience, currently serving as a portfolio manager at Schwerin Boyle Capital Management, Inc. He has been with Schwerin Boyle since 1999. In addition to his role at the firm, Mr. Teel is a portfolio manager for Eldaro Investors, LLC, which acts as general partner and manager to Double Play Partners Limited Partnership. Schwerin Boyle serves individual clients, pension and charitable accounts, and privately offered pooled vehicles, focusing on value-oriented separately managed accounts and operating an affiliated private fund that employs a broader range of strategies with performance-based economics.

Rory Obrien is a financial advisor at Schwerin Boyle Capital Management, Inc. with nine years of industry experience. He holds a Series 65 designation and has been with Schwerin Boyle since 2015. Schwerin Boyle serves individual clients, pension and charitable accounts, and privately offered pooled vehicles. The firm focuses on value-oriented separately managed account portfolio management, primarily using free cash flow and net asset value approaches, while also managing an affiliated private fund employing a broader range of strategies including foreign securities and arbitrage.

Mark Zembo is a financial advisor at Elevage Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Nationwide Investment Services Corporation for 13 years. Outside of his advisory role, he manages rental farm land in Ohio. Elevage Partners serves individual clients, including high-net-worth households, with discretionary portfolio management and comprehensive financial planning, and also advises private pooled investment vehicles using a customized, patient investment approach.

Daniel Boyle is a CFA® charterholder with 32 years of industry experience and serves as a principal at Schwerin Boyle Capital Management, Inc., where he has worked since 1989. He is a managing member of Eldaro Investors, LLC, which acts as a general partner to the Double Play Limited Partnership, and he serves in a research capacity for Eldaro Investors. Schwerin Boyle Capital Management serves individual and high-net-worth clients, as well as institutional and charitable accounts, through discretionary separately managed equity portfolios and related advisory services. The firm employs a value-oriented, equity-focused investment approach and also acts as adviser and sponsor to a privately offered pooled vehicle that utilizes additional strategies such as short selling and arbitrage.

Alan Druckenmiller is a financial advisor at Trust Advisory Group Ltd with 18 years of industry experience. He holds a Series 66 designation and has worked at StoneX Securities Inc and Advisory Group Equity Services. Outside of his advisory role, he is an ordained pastor and adjunct seminary faculty member at Augsburg Lutheran Churches. Trust Advisory Group Ltd serves individual and high-net-worth clients, as well as pension and retirement plan sponsors, providing portfolio management, financial planning, and consulting through a team of about 30 advisors managing approximately $494 million in discretionary assets. The firm employs a range of investment strategies, including advisor-managed portfolios, proprietary models, and manager-of-managers options, supported by third-party platforms and a recent affiliation with StoneX Advisors Inc.

Thomas Williamson is a financial advisor at Schwerin Boyle Capital Management, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Schwerin Boyle in 2018, he worked at MFS Fund Distributors, Inc. from 2014 to 2018. Schwerin Boyle serves individual clients, pension and charitable accounts, and privately offered pooled vehicles. The firm offers separately managed accounts with a value-oriented investment approach and manages an affiliated private fund employing a broader range of strategies, including arbitrage and distressed debt.

John O'Connor is a financial advisor at Freedom Investment Management, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including 3D/L Capital Management, 3D Asset Management, and USI Advisors. Freedom Investment Management serves retail and institutional clients, offering discretionary separately managed accounts, model portfolios, and financial planning. The firm uses quantitative, factor-based, and systematic investment approaches combined with passive index funds and ETFs, managing risk through diversified portfolios.

Paul Himmelstein is a financial advisor with IBN Financial Services, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience and has worked with firms including Trust Advisory Group, Ltd. and Ages Financial Services, Ltd. Additionally, he is the president and owner of Himmelstein Insurance Brokerage, Inc., a full-service brokerage general agency specializing in life and health insurance and annuities. IBN Financial Services, Inc. serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charities, and businesses. The firm employs multiple methods of analysis and offers portfolio strategies driven by dynamic trade signals, utilizing a range of investment vehicles to meet client objectives and risk tolerances.

William Kemple is a financial advisor at Savlan Wealth Partners with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Commonwealth Financial Network and Mass Mutual Investors Services prior to his current role. Outside of advisory work, he is involved in tax preparation through his private entity, Kemple Financial, LLC. Savlan Wealth Partners is an SEC-registered investment adviser providing discretionary and non-discretionary portfolio management and financial planning to individuals, high net worth clients, trusts, estates, tax-exempt organizations, and other entities. The firm employs a strategic asset allocation approach that combines passive and active strategies with tax-sensitive techniques and offers oversight of third-party external managers when applicable.

Peter Wurszt is a financial advisor at Savlan Wealth Partners with one year of industry experience. He holds a Series 66 designation and has worked at Savlan Wealth Partners (dba Kemple Financial) since 2026. His background includes roles at Commonwealth Financial Network and Kemple Financial, as well as various positions in education and club management. Savlan Wealth Partners is an SEC-registered investment adviser providing portfolio management and financial planning services to individuals, high net worth clients, trusts, estates, tax-exempt organizations, qualified retirement plans, and corporations. The firm’s investment approach emphasizes strategic asset allocation, diversification, and a blend of active and passive strategies with tax-sensitive techniques, tailoring portfolios to client needs and overseeing third-party external managers when applicable.

Gregory Prayzner is a financial advisor with Flagship Harbor Advisors, LLC, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has worked at Flagship Harbor Advisors since 2017 and also maintains a longstanding association with LPL Financial. Flagship Harbor Advisors serves individuals, charitable organizations, corporations, and retirement plans by providing investment management, financial planning, and retirement-plan consulting. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies across mutual funds, ETFs, individual securities, and separately managed accounts.

James Anza is a financial advisor with Northeast Planning Associates, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior work includes roles at LPL Financial, Begley & Associates, and several insurance companies. Outside of advising, he is involved in tax preparation and accounting through Begley & Associates, LLC. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, managing approximately $414 million in discretionary assets with a team of about 70 advisors.

Shawn Wrisley is a financial advisor at CreativeOne Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at AE Wealth Management LLC, Dale Frank Financial Group, and Total Business Solutions NE. Outside of his advisory work, he is involved in public speaking on financial education. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing ETFs, mutual funds, options strategies, and select private investments.

Craig Taylor is a CFP® with five years of industry experience, currently serving as a financial advisor at Gradient Advisors, LLC. He has prior experience at Cardinal Financial and Caliber/New Rez, with a long background as a self-employed insurance agent. Outside of Gradient, Taylor is the owner and Investment Advisor Representative of Pathway Wealth Strategies LLC, where he provides advisory and insurance services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Polly Cordle is a financial advisor at St. Germain Investment Management with 20 years of industry experience. She holds Series 63, 65, and 66 licenses. Prior to her current role, she worked at multiple firms including Encompass Financial Advisors and Marriott Securities. Outside of her advisory work, she owns and operates a vintage, collectibles, arts and crafts resale business in Belchertown, MA. St. Germain Investment Management provides discretionary portfolio management and financial planning for individual, high-net-worth, institutional, and charitable clients. The firm manages approximately $3.8 billion in assets, employing a long-term, asset-allocation-driven approach across model portfolios and separately managed accounts.

Christine Andrzejewski is a financial advisor at St. Germain Investment Management with 14 years of industry experience. She has been with St. Germain since 2010 and holds a Series 65 designation. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individual investors, high net worth clients, pension plans, charitable organizations, and businesses. The firm employs model-based asset allocation using quantitative and qualitative analysis with a long-term investment horizon and offers tailored strategies incorporating various securities and ESG options.

William Balint is a financial advisor at Trustmont Advisory Group, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Sagepoint Financial, Inc., MML Investors Services, and MassMutual Life Insurance Company. Outside of his advisory role, Balint is president of Balint Financial Services, LLC, which provides life, disability, and long-term care insurance options along with fixed annuities. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook using public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of the end of 2024.

Laura Bovino is a financial advisor with St. Germain Investment Management and holds a Series 66 designation. She has six years of industry experience, including prior work at Ameriprise Financial Services from 2009 to 2022. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individual investors, high net worth clients, pension plans, charitable organizations, and businesses. The firm employs model-based asset allocation with both quantitative and qualitative analysis and integrates personalized financial planning into its advisory services.

Angelo Fiore is a financial advisor at St. Germain Investment Management with one year of industry experience. He holds a Series 65 designation and has prior work experience including six years at Cima Restaurant & Chop House and roles in education and landscaping. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high net worth clients, pension plans, and charitable organizations. The firm employs a model-based asset allocation strategy combining quantitative and qualitative analysis with a long-term investment focus.