Chase Floyd is the principal of The Financial Chase LLC and holds Series 63 and Series 65 licenses, with nine years of industry experience. He previously operated Floyd Financial Services LLC since 2015. The Financial Chase LLC is a registered investment adviser that provides discretionary investment management and financial planning services to individual and business clients. The firm employs a long-term, fundamentally driven investment approach centered on strategic asset allocation using diversified mutual funds and ETFs, with portfolios managed on a discretionary basis.

David Martula is a CFP® professional with 21 years of industry experience. He has been the sole advisor at Fee-Only Financial Planning since 1991. Fee-Only Financial Planning serves individual clients, including high-net-worth households, by providing financial planning and discretionary portfolio management. The firm emphasizes a low-cost, buy-and-hold investment approach using no-load mutual funds, tailoring recommendations to clients’ goals and life stages.

I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.

Brian Seay is a CFA® and the sole advisor at Capital Stewards, LLC in Huntsville, AL, with five years of industry experience. Prior to founding Capital Stewards in 2021, he worked at Truist Bank for four years and Accenture for two years. Capital Stewards, LLC provides ongoing portfolio management and financial planning primarily for individual and high-net-worth households, as well as pension plans and charitable organizations. The firm’s investment process combines fundamental analysis, modern portfolio theory, and quantitative methods, utilizing a range of investment vehicles including mutual funds, ETFs, fixed income, real estate funds, and alternative investments.

Kevin Martin is a CFP® and Series 65-registered advisor with 10 years of industry experience. He is the principal of Oak Peak Financial, an independent advisory firm he has led since 2015. Prior to founding Oak Peak Financial, he worked at InSpeed Networks for three years. In addition to his advisory role, Martin is an IRS Enrolled Agent and provides tax preparation services as a separate engagement. Oak Peak Financial serves individual investors, including high-net-worth clients, and retirement-plan sponsors with financial planning, portfolio management, and retirement-plan consulting. The firm follows a fiduciary standard and employs a diversified, tax-efficient investment approach based on Modern Portfolio Theory, typically using low-cost index funds and ETFs alongside select individual securities and fixed income.

Joel Baker is a financial advisor with The J R Baker Group in Buellton, California, holding a Series 63 license and over 27 years of industry experience. He has worked at Mutual Securities, Inc. from 2013 to 2020 and has been with his own firm since 1996. Outside of his advisory work, he manages a professional polo and horse ranch and serves as a polo coach with the United States Polo Association. The J R Baker Group provides investment management, financial planning, and estate planning services to individuals, trusts, estates, foundations, corporations, charitable organizations, and retirement plans. The firm acts as a fiduciary, employing fundamental, technical, and cyclical analysis within an asset-allocation framework, often implementing strategies through third-party managers while conducting ongoing due diligence and client account reviews.

Edward Komito is a financial advisor with Elk Capital Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. He has led Elk Capital Advisors since 2011 and has also served as president of ELK Financial Investments since 2004. Outside of financial advising, Komito owns Elk Capital Expeditors, LLC, a logistics and expediting business. Elk Capital Advisors provides asset management and advisory services to individuals, high-net-worth clients, trusts, business entities, and defined contribution retirement plans. The firm offers tailored portfolio management on a discretionary or non-discretionary basis, with investment strategies ranging from long-term holdings to frequent trading across a variety of securities. Elk Capital Advisors also provides pension consulting for 401(k) plans, advising plan sponsors on service provider selection and investment options.

Seth Gutierrez is a financial advisor at SG Financial Group, LLC with two years of industry experience. He holds a Series 65 designation and has worked in the Clark County Financial Crimes Division since 2013. In addition to his advisory role, he practices law as an estate planning attorney, managing an affiliated law firm focused on wills, trusts, and probate. SG Financial Group, LLC provides portfolio management and investment advisory services to a small client base, utilizing a non-discretionary approach that combines fundamental analysis, modern portfolio theory, and technical analysis to construct long-term portfolios with mutual funds, ETFs, equities, and fixed-income securities.

Terrence Gustafson is a CFP® with over 22 years at Gustafson Financial Solutions and five years of industry experience. He holds the Series 63 designation and operates his independent firm in Oceanside, CA. Gustafson also prepares client tax returns as an Enrolled Agent. Gustafson Financial Solutions provides fee-only financial planning and tax services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes quantitative screening of mutual funds and ETFs, asset allocation, diversification, and low-expense investments while focusing significantly on tax preparation and broader financial planning.

William Parsons III is a financial advisor with Vickery Creek Capital Management in Roswell, GA, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has worked at Merrill Lynch since 2000. Parsons is also active as an independent insurance agent, collaborating with an outside consultant to offer nonproprietary insurance products. Vickery Creek Capital Management serves individual and family clients with significant investable assets, providing investment management and comprehensive financial planning services. The firm employs a top-down, macroeconomic investment approach focused on retirement income objectives, using diversified portfolios with bonds, equities, mutual funds, and ETFs, while emphasizing client education and regular portfolio reviews.

Tommie Goggans is the sole advisor at Goggans Group Inc, an independent firm based in Gadsden, Alabama. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including 13 years with Goggans Group Inc. Goggans Group Inc is a fee-only investment adviser serving individual and small business clients with discretionary portfolio management and integrated financial planning. The firm emphasizes asset allocation and primarily uses exchange-traded funds, supplemented by stocks and bonds, to manage portfolios on a discretionary basis while incorporating client preferences and market conditions.

Scott Weber is a financial advisor at WealthLynk, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities and Tollminder. Weber is also an independent insurance agent. WealthLynk serves individual and high-net-worth clients, providing ongoing portfolio management and financial planning without additional fees. The firm follows a non-discretionary investment model, combining charting, fundamental analysis, and modern portfolio theory with quarterly reviews tailored to client risk tolerance and asset allocation.

Sangita Gandhi is a financial advisor at Shanti Capital LLC with 16 years of industry experience. She has non-active ownership in SAMVED Corporation, an investment-related business providing some investment research services since 2003, but holds no operational role. Shanti Capital LLC provides discretionary investment management primarily to high-net-worth individuals, focusing on global equity portfolios. The firm emphasizes fundamental research to identify undervalued companies with sustainable competitive advantages and concentrates holdings in a limited number of long-term equity opportunities, including exposure to small-cap healthcare, biotech, and non-U.S. equities.

Stephen Hanley is the principal and sole advisor at Hanley Capital Management, LLC in Madison, NJ, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Hanley Capital Management since 2009. Hanley Capital Management provides investment advisory and discretionary portfolio management services primarily to individual clients, focusing on ongoing portfolio management with an emphasis on municipal and fixed-income strategies derived from the principal's extensive background as a municipal bond trader.

Edward Vahey is a financial advisor at Silver Pine Capital, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citizens Securities Inc. and Axa Advisors, LLC. Outside of his advisory role, he is involved in youth sports as a referee for high school and youth hockey and lacrosse games and coaches youth hockey in Wellesley. Silver Pine Capital serves individual and institutional clients through discretionary portfolio management and financial planning, employing a value-oriented investment process that combines bottom-up stock selection with top-down macro analysis. The firm offers diversified portfolios across equities, fixed income, and alternative assets, along with specialized hedged strategies and performance-based fee arrangements for eligible clients.

Financial Planning for What Matters Most Your financial plan should reflect what matters most to you. I begin every client relationship by understanding your values and goals. Together, we review where your money is going and identify opportunities for saving, investing, and living the life you envision. We then integrate relevant planning areas such as investment analysis, retirement planning, tax strategies, education funding, risk management, and estate planning. Financial planning can often feel overwhelming, so I organize the process into clear, manageable steps and strive to make complex concepts understandable. We begin with your most urgent priorities and incorporate additional tasks as we make progress, building momentum together. With a background in engineering and technical project management, I bring a structured, creative, and thoughtful approach to every conversation, ensuring each step is purposeful and aligned with your goals. Whether you're seeking comprehensive or hourly planning, our work is tailored to the topics that matter most to you. My process stays grounded in your values, so each step supports your unique goals and priorities. As a fiduciary, I always put your interests first, offering honest guidance and clear, transparent fees. Whether you want hands-on support or prefer to implement your plan yourself, I'll provide a complete and actionable roadmap for your financial journey. My practice is built on trust, transparency, and a deep commitment to my clients' success. Nothing is more rewarding to me than seeing clients become thoughtful stewards of their wealth, gaining clarity and confidence, and building a future rooted in what matters most.

Jeremy Stahl is a financial advisor at Stahl Wealth Management, LLC in Lancaster, PA, with 14 years of industry experience. He holds the Series 65 and Series 63 designations and has worked previously at Dimensional Wealth Advisors, Fma Advisory Inc, Wheatland Advisors, and BB&T Bank. Stahl Wealth Management is an independent registered investment adviser serving individual and charitable clients, as well as corporate and business clients. The firm manages approximately $65 million in discretionary assets and employs a tailored, objective-driven investment approach that incorporates both fundamental and technical methods, offering services including portfolio management, financial planning, and consultative retirement advice.

Jahanguir Azodi is the principal of Virtual Investment Planning LLC and holds Series 65 and Series 66 licenses with 28 years of industry experience. He previously worked at Aspire Wealth Management, Berthel Fisher & Company Financial Services, and America's Financial Center, among others. Azodi also operates America's Financial Center, a wealth management and tax services firm, and is an author of a book related to accounting and tax services. Virtual Investment Planning LLC provides wealth management, discretionary portfolio management, financial planning, and retirement account advice to individuals, high-net-worth clients, and businesses. The firm manages approximately $23.7 million across about 102 clients, utilizing a long-term-focused investment process that combines fundamental and technical analysis, employing diversified mutual funds, ETFs, individual stocks and bonds, and insurance consulting through affiliated businesses.

David Hunt Jr. is a CFP® and CFA® with 16 years of industry experience, currently serving as the sole advisor at Applied Capital Management, LLC. He has worked at LPL Financial since 2020 and has been affiliated with Applied Capital Management, Inc. since 2015. Applied Capital Management provides comprehensive financial planning and consulting services to individuals, trusts, estates, and small businesses. The firm emphasizes written financial plans and ongoing consulting, supporting a large client base with customized plans developed through detailed client engagement and fundamental analysis.

Edward Argus is the sole advisor at Argus Efficient Capital, LLC in Westfield, Indiana, holding Series 65 and 66 licenses with two years of industry experience. He serves as the Executive Director of the CFA Society Indianapolis and is an investment officer of risk at Indiana University Health. Prior to founding Argus Efficient Capital, he worked with SEI Family Office Services for 12 years. Argus Efficient Capital provides discretionary portfolio management to individuals, high-net-worth clients, and other advisers through customized Investment Policy Statements and dynamic asset allocation using ETFs and mutual funds. The firm integrates modern portfolio theory with quantitative and technical analysis, conducts monthly account reviews, and serves as a subadviser to unaffiliated advisers while adhering to a fiduciary standard for retirement accounts.