Bradley Fine is a Series 65-licensed financial advisor with eight years of industry experience. He is the sole principal of Four Seasons Investment Management LLC and previously worked at Sandy Spring Bank/TRUST for 17 years. Four Seasons Investment Management is an independent, fee-only firm serving individual investors, trusts, endowments, and select business entities. The firm offers discretionary wrapped investment management, hourly advisory services, and educational seminars, managing portfolios under a fiduciary Prudent Investor Standard with a focus on globally diversified allocations and tax sensitivity.

Philip Puetz is the sole advisor at Lifelong Investments in Lafayette, IN, with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Lifelong Investments since 2003. Outside of advisory services, he is also licensed as an insurance agent and has experience as a bank employee. Lifelong Investments provides general financial planning and investment advice primarily to individuals, families, and trusts. The firm offers hourly and flat-fee consulting and recommends independent third-party money managers rather than managing client assets directly.

Arthur Brunson is a CFP® with 15 years of industry experience and is the sole advisor at ADB Capital Management, LLC. He has been with the firm since 2005, offering financial planning and wealth management services. ADB Capital Management is a fee-only independent advisor serving individuals, families, trusts, estates, and employer retirement plans. The firm emphasizes risk-managed absolute returns through a combination of fundamental analysis, Modern Portfolio Theory, tactical asset allocation, and value strategies, while providing discretionary portfolio management and ERISA-aware consulting for retirement plan clients.

Jeffrey Tock is a financial advisor at Argo Wealth Management with 40 years of industry experience. He holds a Series 63 designation and has worked at Cantella and Co., Inc. since 2009. Tock is also involved in insurance sales, focusing on fixed annuities, long-term care, term life, and non-securities insurance. Argo Wealth Management provides discretionary investment management to individuals, high-net-worth clients, and business entities, offering portfolio construction and ongoing management across a range of securities. The firm emphasizes fundamental analysis and tailored asset allocation while serving retirement and ERISA-type accounts under a fiduciary standard.

Carol Gosho is a Certified Financial Planner® with 24 years of industry experience. She has been the principal advisor at Gosho Financial Group since 2011. The firm serves individuals, families, businesses, trusts, estates, donor-advised funds, and retirement plan participants by providing fee-based investment advisory services and non-discretionary financial planning. Gosho Financial Group employs a tactical allocation approach using fundamental, technical, and cyclical analysis to manage custom discretionary portfolios and offers educational seminars and plan-level consulting as part of its pension services.

Chloe Moore is a CFP® professional with 10 years of experience, currently serving as the sole advisor at Financial Staples since 2016. She also owns and operates C-Level Consultants, providing consulting and financial education services to Registered Investment Advisors. Financial Staples offers comprehensive financial planning and advisory services primarily to individual and high-net-worth clients, as well as retirement plan consulting for business owners. The firm focuses on passive investment strategies using index funds and ETFs, and it provides due diligence and monitoring of third-party money managers alongside strategic advice for employer-sponsored retirement plans.

John Wieder is a CFP® and holds a Series 66 license. He is the sole advisor at Wieder Financial Corp. with one year of industry experience. Wieder is also a licensed attorney in New York and owns a title insurance business. He has worked at Nationwide Settlements Solutions since 2008. Wieder Financial Corp. is an independent, state-registered advisory firm serving individual clients through a co-advisory arrangement with a third-party money manager. The firm focuses on broad-based asset categories using funds-of-funds, mutual funds, and ETFs, while portfolio management and trading are handled by the selected money manager.

James Hickman is the sole advisor at OakLeaf Asset Advisors in Paso Robles, CA, holding Series 63 and Series 65 designations with 27 years of industry experience. He has been with OakLeaf Asset Advisors since 2010. OakLeaf Asset Advisors provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on strategic asset allocation using research and software to design diversified, individually tailored portfolios primarily composed of no-load mutual funds and ETFs, following a buy-and-hold strategy with regular rebalancing.

Matthew Conroy is a financial advisor at Conroy Capital LLC with two years of industry experience. He holds a Series 66 license and has previously worked at Fortis Group Advisors, LPL Financial, and Prudential. Outside of his advisory role, he is employed by Pro Football Focus, a sports analytics company. Conroy Capital LLC provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations, and manages a privately offered pooled investment vehicle. The firm employs both fundamental and technical analysis across a range of asset classes and offers customized, discretionary account management with regular portfolio monitoring and reporting.

David Meehan is a CFA® charterholder with seven years of industry experience. He has been the sole advisor at Maple Street Capital Advisors, LLC since 2018 and previously worked as a self-employed investor for three years. Maple Street Capital Advisors provides investment management and financial planning services to individuals and families, including high-net-worth clients. The firm employs a fundamental, long-term investment approach focused on diversified, low-cost core equity and fixed-income funds, complemented by selected individual equities, with an emphasis on asset allocation, rebalancing, and strategic cash management including a near-constant allocation to gold via ETFs.

Mark Liu is a financial advisor at Ardent Capital with 26 years of industry experience. He has been with Ardent Capital since 2005 and holds Series 63 and Series 65 designations. Ardent Capital provides discretionary portfolio management for affluent individuals, corporations, and trusts, overseeing investments in brokerage and IRA accounts under limited power of attorney. The firm emphasizes asset allocation across various asset classes with a focus on long-term holdings and uses third-party research to inform investment decisions.

Mark Dyer is a financial advisor at Mechfi in Sacramento, CA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Bank of America Corp, Edward Jones, J.P. Morgan Securities, Comerica Securities, Motif, and Lumity, Inc. Outside of his advisory role, he is a 25% owner of Mary's Mobile Kitchen, a restaurant business, for which he creates marketing materials. Mechfi provides fee-based advisory services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s investment process follows Modern Portfolio Theory and uses diversified portfolios of ETFs, mutual funds, REITs, individual equities, and fixed income, with ongoing monitoring and client education through newsletters and seminars.

Daniel Korleski is a financial advisor at Cobalt Private Wealth LLC in Colorado Springs, CO, with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Cobalt Private Wealth since 2013. Cobalt Private Wealth LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental and technical analysis, including the use of options and derivatives strategies, and manages accounts on a discretionary basis with a focus on customized investment policies.

Bruce Russo is the principal of Russo Investment Management in Cincinnati, OH, with 19 years of experience in financial advising. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Russo has a long tenure at The Kroger Co., where he has worked since 1995. Russo Investment Management serves individual and high-net-worth clients by providing asset management, financial planning, and integrated tax preparation services. The firm follows a Modern Portfolio Theory-based investment approach, emphasizing long-term asset allocation using primarily no-load and index mutual funds, and operates as a CPA practice that combines tax planning directly with its advisory services.

James Reeves is a CFP® with 34 years of industry experience. He has worked at Reeves, James, Townsend since 2020 and previously spent 16 years at Securities Service Network, LLC and SSN Advisory, Inc. The firm provides non-discretionary asset management and financial planning to individuals, trusts, estates, and business entities, maintaining a small client roster with roughly $17 million in assets under management. Investment advice is delivered on a non-discretionary basis, with a focus on fundamental analysis, client approval for trades, and regular account reviews.

Adam Amorn is a financial advisor at Premier Prosperity Advisors LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch for five years before founding his current firm in 2017. He is also a licensed independent insurance agent. Premier Prosperity Advisors LLC is a single-advisor independent registered investment adviser managing over $17 million in client assets. The firm serves individuals, high net worth clients, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and pension consulting services.

Fabian Degen is a CFP® and CFA® credentialed advisor with one year of industry experience. He is the sole advisor at FMD Wealth Advisors LLC, an independent firm located in White Plains, NY. Prior to founding his firm, he worked for 16 years at DWS Group. In addition to his advisory role, he performs seasonal tax preparation work with H&R Block. FMD Wealth Advisors is a fee-only independent registered investment adviser serving individual and high-net-worth clients. The firm offers wealth management, investment management, and financial planning services, typically utilizing low-cost mutual funds and ETFs within a process that combines fundamental and technical analysis for long-term portfolio construction.

Ronald Jaster is the principal of Faithful Steward Wealth Management, Inc., an independent firm based in New Lothrup, MI. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. In addition to his advisory role, he serves as the treasurer for Maple Grove Township in Saginaw, MI. Faithful Steward Wealth Management serves individual investors and charitable clients with portfolio management, retirement account oversight, and recommendations of third-party investment advisers. The firm offers multiple investment platforms, including actively managed equity and options strategies, mutual fund/ETF portfolios, and a faith-based mutual fund option, utilizing both fundamental and technical analysis.

Frederick Moore is the sole advisor at Palos Wealth Advisors, LLC, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with Palos Wealth Advisors since 2010. In addition to his advisory role, Moore is a licensed attorney specializing in estate planning, dedicating about 5% of his time to this practice. Palos Wealth Advisors provides discretionary portfolio management tailored to individuals, high-net-worth clients, and select pension or profit-sharing plans. The firm emphasizes individualized asset allocation using a combination of mutual funds, ETFs, individual securities, and third-party managers, supported by quantitative risk and return analysis and independent performance reporting.

Stewart Darrell is a CFA® charterholder with 20 years of industry experience. He is the principal advisor at Darrell Capital Management, LLC, an independent firm he has led since 2020. Prior to this, he worked at Harris Financial Advisors, Inc. for four years. Darrell Capital Management is a fee-only wealth management firm serving individuals, high-net-worth families, and trusts. The firm provides discretionary investment management, financial planning, and family-office style services, emphasizing asset allocation, diversification, and ongoing portfolio monitoring using both fundamental and technical analysis.