Matthew Herron is a financial advisor at El Castillo Investments with a Series 65 credential and one year of industry experience. His prior work includes positions at Loews Hotels & Co, Walt Disney Co, and Rogers Communications. El Castillo Investments is a privately owned registered investment adviser providing customized, discretionary portfolio management to individual investors, business owners, pension and profit-sharing plans, and institutional clients. The firm applies Modern Portfolio Theory and fundamental analysis to build diversified portfolios tailored to client objectives, with formal quarterly reviews and discretionary trading authority under written agreements.

Neal Solomon is a CFP® and ChFC® with 41 years of experience in financial services. He is the founder and managing member of WealthPro, LLC and has held roles at The Strategic Financial Alliance, Inc. since 2005. Outside of advising, he occasionally sells internet domain names and serves as an expert witness and consultant in litigation matters. He is also involved in an audiology practice as a chief financial officer and manager. WealthPro, LLC provides financial planning, investment consulting, and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm primarily recommends and monitors independent investment managers and strategist-driven model portfolios, with a significant portion of assets managed on the AssetMark platform.

Roger Buswell is the principal advisor at Buswell Associates, Inc. in Castle Rock, CO, holding the CFP®, ChFC®, and Series 63 designations with 27 years of industry experience. He has operated his firm since 1995 and has been associated with Guardian Life Insurance Company since 1983. Buswell is also an insurance agency owner and licensed insurance agent. Buswell Associates, Inc. provides comprehensive financial planning, investment management, and retirement-plan consulting for individuals and employer-sponsored plans. The firm constructs diversified portfolios primarily using mutual funds and occasionally annuity contracts, guided by client volatility tolerance and long-term horizons, and offers insurance-related services alongside its advisory work.

John Bubello is a CFP®-designated financial advisor with 20 years of industry experience. He is the principal at Compass Retirement, LLC, an independent firm he has led since 2011. Prior to founding Compass Retirement, he worked at Everlist, LLC from 2014 to 2017. Outside of his advisory role, he manages an income-producing real estate entity as a part-time activity. Compass Retirement, LLC serves individuals and high-net-worth clients with customized financial planning and discretionary portfolio management, as well as consulting services for retirement plan sponsors. The firm employs a diversified, asset-class allocation approach guided by Modern Portfolio Theory and focuses on retirement-plan clients, advising approximately $167 million in retirement-plan assets.

Jacob Wyand is a financial advisor at Wyand Wealth LLC in Saint Petersburg, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Investments and UBS Financial Services. Wyand Wealth LLC is a state-registered investment adviser serving individual and family clients with investment management and financial planning. The firm uses a top-down asset allocation process focused on ETFs and individual equities, providing discretionary management and accommodating client investment restrictions.

James Roeder is a CFA® charterholder and Series 63 licensee with 23 years of experience in the financial industry. He is the sole advisor at Noble Investors LLC, where he has worked since 2023. His prior experience includes roles at Invesco Distributors, Inc. and Van Kampen Funds Inc. Outside of his advisory work, Roeder serves as a director for the American Heritage Education Foundation and is a board member of the Clemson Institute for the Study of Capitalism. Noble Investors LLC provides discretionary portfolio management services primarily to individual and high-net-worth clients, focusing on long-term investment strategies centered on large-cap U.S. equities alongside mutual funds, ETFs, fixed income, TIPS, and select international securities for diversification. The firm operates as a single-advisor practice emphasizing client-specific investment policy statements and discretionary trading.

Christopher Mittleman is the principal of Mittleman Value Partners LLC, an independent investment advisory firm based in New York, NY. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior roles include positions at Aimia Am Holdings Inc., Aimia Inc., and leadership at Mittleman Brothers LLC and Mittleman Investment Management LLC. Mittleman Value Partners provides discretionary investment management for high-net-worth individuals and institutional clients, including private funds, endowments, and retirement accounts. The firm employs a concentrated, long-term value strategy focused on domestic and foreign equities, with notable features such as managing performance-based fees, use of leverage within separately managed accounts, and serving a significant non-U.S. and institutional client base.

Jeannette Thomas is a financial advisor with Hulsey Capital Management, Inc. She holds a Series 66 designation and has 15 years of industry experience. In addition to her advisory role, she is a 49% owner of an accounting and bookkeeping firm where she provides seasonal support during tax season. She also maintains her insurance license to assist clients with fixed insurance needs as necessary. Hulsey Capital Management offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis to tailor portfolios based on clients’ goals and risk tolerance, integrating financial planning and consulting within its wealth management services.

David Greenberg is a financial advisor at Watchstone Wealth Management LLC in New York, NY, with 11 years of industry experience. He holds the Series 66 designation and has been with Watchstone since its founding in 2014. Outside of his advisory role, he serves as Treasurer for his Dartmouth College class. Watchstone Wealth Management provides investment advisory and wealth management services to individuals, high net worth clients, trusts, and estates. The firm focuses on customized portfolio management primarily using exchange-traded funds, employing a fundamental analysis approach with a long-term investment orientation.

Mark Monreal is a CFP® with over 10 years of experience in financial advising and more than four decades of involvement in business and consulting through Mark Monreal & Associates. He is also president and CFO of The Monreal Foundation, a charitable organization focused on health fairs, fundraising, scholarships, and social services. Additionally, Monreal operates in real estate brokerage through Monarch Realty, assisting buyers and sellers on a referral basis. Mark Monreal & Associates offers discretionary investment supervisory services, financial planning, and consulting to individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes asset allocation with diversified global equity and fixed income exposure, using primarily institutional-share mutual funds and ETFs, and also provides advice informed by the principal’s experience in real estate sales and insurance.

Bart Skidmore is the principal advisor at Skidmore Advisory Services, Inc. in Denver, CO, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been President of an accounting and tax firm since 2001, where he performs occasional tax work. Skidmore also serves as President of a property management company since 2007. Skidmore Advisory Services provides personalized financial planning and asset management to individuals, trusts, estates, charitable organizations, schools, political subdivisions, and small businesses. The firm tailors investment programs based on clients’ objectives and risk tolerance, uses fundamental analysis and third-party research, and offers both discretionary and non-discretionary portfolio management alongside financial planning services.

Noah Rankin is a financial advisor at Green Leaf Advisors with Series 63 and Series 65 licenses and five years of industry experience. He has previously worked at Eagle Strategies (NY Life), Ruby Financial Group, and New York Life Insurance Company. Outside of his advisory role, he is also employed as a laborer and equipment operator with Rankin & Son Excavating, Inc. Green Leaf Advisors LLC is an independent, fee-only investment adviser serving mostly individual clients along with pension and profit-sharing plans. The firm utilizes asset allocation and Modern Portfolio Theory with a mix of passive and active funds and offers retirement plan consulting uncommon for a solo practice.

Larry Bradley is the sole advisor at Valendo Private Asset Management, Inc., an independent firm he has led since 2005. He holds a Series 65 designation and has 21 years of industry experience. Prior to founding Valendo, his background includes a professional career outside finance. Valendo Private Asset Management provides discretionary portfolio management primarily to individual investors and retirement accounts, managing approximately $38 million. The firm employs a concentrated, fundamentally driven value-investing strategy, targeting securities trading at significant discounts to intrinsic value and utilizing a range of instruments including options and futures when appropriate.

Christopher Destefano is a financial advisor with DeStefano Wealth Management in Austin, TX. He holds a Series 66 designation and has 17 years of industry experience. Prior to founding his firm in 2021, he worked at Brighton Jones LLC for seven years. DeStefano Wealth Management is an independent advisory firm serving individual and high-net-worth clients with personalized investment management and comprehensive financial planning. The firm applies modern portfolio theory using primarily passive investment vehicles, supplemented by fundamental analysis, and provides ongoing portfolio supervision alongside regular plan updates.

Daniel Douglas is a financial advisor at Empire Wealth Management, LLC in Moseley, VA, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Empire Wealth Management since 2010, serving as the sole advisor at the firm. Empire Wealth Management is a small, independent registered investment adviser providing discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, businesses, charities, and small employer-sponsored retirement plans. The firm employs a combination of Modern Portfolio Theory, long-term purchase strategies, and technical analysis to tailor investment allocations based on client objectives, time horizons, and risk tolerance.

Joseph Longo is a financial advisor based in Santa Monica, CA, operating under the independent firm Joseph C. Longo, Attorney At Law. He holds a Series 65 designation and has 14 years of experience in the financial industry. In addition to providing investment advisory services, he is an attorney specializing in sports, tax, litigation, and estate planning, with over 20 years in legal practice. The firm offers investment advisory services to individual clients through a referral relationship with a broker-dealer, focusing on customized asset allocation recommendations without exercising discretionary management. Day-to-day portfolio decisions and trade execution are handled by the broker-dealer, while Joseph Longo consults with clients on strategy and restrictions.

Ellen Johnson is a Series 65-licensed financial advisor based in Corvallis, Oregon, with three years of industry experience. She founded Thistle Wealth LLC in 2025 after working at Clarity Wealth Development and several engineering firms. Thistle Wealth LLC is a fee-only, registered investment adviser serving individuals, high-net-worth clients, and family trusts through discretionary investment management and comprehensive financial planning. The firm employs both passive and active strategies grounded in modern portfolio theory and offers specialized services including employee benefits optimization and business-owner exit planning.

Michael Godeanu is a financial advisor at Luxe Capital Management Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at Singer Wealth Advisors LLC, Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and AXA Advisors, LLC. Outside of finance, he is the owner of Berzerk Fitness LLC, an e-commerce retail business, and has served as an on-ice hockey official for USA Hockey since 2004. Luxe Capital Management, founded in 2024, provides portfolio management, financial planning, retirement plan consulting, and adviser selection services to individual and institutional clients. The firm employs a multi-method investment approach combining fundamental, technical, and cyclical analysis, and manages accounts using long-term, short-term, and trading strategies, typically on a discretionary basis.

Timothy Sample is a CFP® and Series 65-registered advisor with 7 years of experience at Sample Financial Solutions, LLC and 12 years prior at Western Union Financial Services. He is the sole advisor at his independent firm based in Greenwood Village, CO. In addition to his advisory role, he teaches part-time at a university. Sample Financial Solutions, LLC provides investment management and financial planning services to individuals, including high-net-worth clients, and some businesses. The firm emphasizes low-cost, passive portfolios using index mutual funds and ETFs, while also employing fundamental and cyclical analysis and selectively recommending outside sub-advisers.

Brandon Henrie is a CFP®-certified financial advisor with 16 years of industry experience. He is the principal and sole advisor at CopperLion Investments in St. George, Utah. Prior to founding CopperLion Investments, Henrie worked at Edward Jones from 2007 to 2010. He also serves as a retirement planning advisor for the Utah Retirement System, providing asset allocation advice without selling investment products. CopperLion Investments offers discretionary and non-discretionary portfolio management and hourly financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm’s investment approach focuses on tailored asset-allocation models using a combination of fundamental, technical, cyclical, macroeconomic, and charting analyses and may incorporate options, margin, short sales, derivatives, and occasionally private placements.