Jennifer Liebert is a financial advisor at Flyway Financial with eight years of industry experience. She holds the Series 63 and Series 65 designations. Prior to founding Flyway Financial, she worked at Securian Financial Services and related affiliates for five years. Outside of advisory work, she is the owner of Triple Rock Haven, LLC, a regenerative agriculture farm. Flyway Financial is a fee-only registered investment adviser serving individuals, high-net-worth clients, and charitable organizations. The firm provides investment management and financial planning services, employing an asset allocation strategy based on Modern Portfolio Theory with both passive and active investments, and offers socially responsible investing options upon request.

Robert Corey is a CFP® professional with 24 years of experience in financial advising. He has been the sole advisor at Stewardship Financial Planning, LLC since 2002. Stewardship Financial Planning is an independent, fee-only advisory practice serving individuals, high-net-worth clients, trusts, and business entities. The firm combines fundamental and technical analysis with a long-term investment approach focused on diversified portfolios of no-load mutual funds and ETFs, managing approximately $56 million in client assets on a non-discretionary basis while also providing integrated financial planning and tax preparation services.

Evan Salke is the sole advisor at Alpine Peaks Consulting in Alpine Meadows, CA, holding a Series 65 designation with 15 years of industry experience. He has a long career background including roles at River Ranch Lodge and ongoing involvement with Salke Consulting and Alpine Meadows Ski Corp. Outside of investment advisory, he provides IT consulting, small business accounting, database setup, and web design through his firm. Alpine Peaks Consulting serves individuals, high net worth clients, families, and privately owned businesses, offering financial planning, investment analysis, and portfolio construction. The firm combines fundamental and technical analysis with tailored recommendations and conducts regular account reviews, managing most assets on a non-discretionary basis while also providing non-investment consulting services such as cash flow management and IT system support.

Mathew Duvall is a financial advisor at Duvall Wealth Management LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Transamerica Financial Advisors, Inc. In addition to his advisory role, Duvall teaches math at Mt. San Antonio College and Bonita Unified School District. Duvall Wealth Management provides investment advisory and financial planning services to individual clients, managing approximately $1.25 million across about 27 accounts. The firm offers portfolio management with written investment policy statements, standalone financial plans, and advisory services for employer-sponsored retirement plans, utilizing a long-term trading approach based on fundamental analysis, modern portfolio theory, and quantitative methods.

Henry Preston is a CFP® and Series 65-licensed financial advisor with two years of industry experience. He is the founder and sole advisor at Veteran Wealth Planning, having previously worked at Hanson and Doremus Investments and Planning and served in the U.S. Marine Corps. Outside of his advisory role, he manages several LLCs that oversee investment real estate operations. Veteran Wealth Planning serves a variety of private clients, including high-net-worth individuals, trusts, and business entities, offering portfolio management, financial planning, and consulting services. The firm employs a fiduciary approach with discretionary management primarily using passive ETFs, complemented by modern portfolio theory and both long- and short-term trading strategies.

Eric Sanborn is the principal and sole advisor at On Track Financial LLC, an independent registered investment adviser based in Concord, NH. He holds Series 63 and Series 65 licenses and has 34 years of industry experience, including prior roles at Purshe Kaplan Sterling Investments, Essential Planning LLC, Jason & Charles LLC, and LORD & SANBORN Inc. Outside of investment advisory, he is involved in building management through a real estate holding company and holds a license for fixed insurance sales. On Track Financial provides financial planning, estate planning, insurance consulting, and investment advisory services primarily to individuals and high-net-worth clients. The firm manages approximately $78 million across 145 client relationships, utilizing diversified portfolio strategies that include mutual funds, ETFs, individual securities, and fixed income to align with clients’ risk tolerance and estate considerations.

Kevin Riggs Apolinar is a financial advisor at Behavior Shift with three years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and currently serves as a Personal Financial Counselor for Magellan Federal. Outside of his advisory work, he is a part-owner of Good Finds Company, a retail business that sells curated merchandise at local market events. Behavior Shift provides investment management and financial planning services to individual clients, including high-net-worth individuals, using a fee-only structure. The firm combines Modern Portfolio Theory with behavioral finance concepts and offers faith-based investment options, serving a client base that includes non-U.S. residents.

Gilbert Cardillo is a financial advisor at Peconic Asset Planning with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Investacorp and Securities America prior to his current role. Cardillo serves as a volunteer trustee for Suffolk County Parks, where he evaluates land purchases for parkland potential. Peconic Asset Planning provides discretionary investment management and advisory services to individuals, high net worth clients, trusts, and estates. The firm constructs customized portfolios using ETFs, mutual funds, stocks, and bonds, emphasizing continuous personal client contact and employing both fundamental and technical analysis to manage primarily long-term portfolios.

Edward Rosenfeld is the principal of Foresight Advisors, an independent investment advisory firm based in New York City. He holds Series 63 and Series 65 licenses and has 5 years of industry experience. Rosenfeld is also a partner and COO of Rosenfeld Media LLC, which operates publishing, conferences, and training businesses focused on UX design and general business topics. Foresight Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, foundations, non-profits, and pension and profit-sharing plans. The firm typically implements client strategies through unaffiliated subadvisors using portfolios based on Modern Portfolio Theory and passive asset-class exposures, and it accepts pension and profit-sharing plan clients as a notable part of its business.

Christopher Rhim is a CFP® with 25 years of experience in the financial services industry. He is the principal of Green View Advisors LLC, where he has worked since 2008. The firm provides discretionary asset management, ongoing financial planning, and specialized divorce financial analysis for individual and trust clients. Green View Advisors manages approximately $25.2 million for a small roster of clients, using active management across multiple asset classes tailored through model portfolios and client risk assessments. The firm offers a formal divorce financial analysis service and focuses on individualized client service through a deliberately small client base.

Benjamin Doernberg is a financial advisor at First Step Financial in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to founding First Step Financial, he worked with Never Again Action and Escape the Room Boston. First Step Financial provides financial planning and advisory services to individual and high-net-worth clients through one-off plans, ad-hoc hourly engagements, and an ongoing subscription option, focusing on modern portfolio theory and broad index mutual funds and ETFs. The firm does not custody or trade client accounts and uses a pricing model based on subscription and hourly fees rather than asset-based charges.

Monte Hoover is a financial advisor at Rockbound Capital LLC in Washington, DC, holding a Series 65 license with one year of industry experience. Prior to founding Rockbound Capital, he worked at Microsoft and is currently a PhD student and research assistant at the University of Maryland, focusing on generative AI safety and efficiency. Rockbound Capital provides discretionary portfolio management services to individuals and high-net-worth clients, utilizing model portfolios based on asset allocation and Modern Portfolio Theory. The firm emphasizes discretionary authority over client portfolios, employs a single qualified custodian for brokerage services, and is led by Hoover’s background in technology and machine learning research.

William Klinke is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He is affiliated with Total Wealth Partners and has worked previously at firms including Morgan Stanley and Merrill. Klinke is also principal, portfolio manager, and owner of Kickpoint Financial, where he provides investment advisory services. Total Wealth Partners is an independent registered investment adviser that offers discretionary portfolio management and retirement-account advice to individuals, high-net-worth clients, trusts, and estates. The firm uses a range of investment strategies primarily based on low-cost ETFs supplemented by individual securities and employs both short- and long-term approaches tailored to client objectives.

Michael Karris is the sole advisor at EndowBridge Capital, LLC in Princeton, NJ, holding Series 63 and Series 65 designations with 10 years of industry experience. He has been with EndowBridge Capital since 2013. EndowBridge Capital provides discretionary investment management and sub-advisory services primarily to institutional and nonprofit clients such as endowments, foundations, and pension plans. The firm offers balanced growth and income strategies implemented through transparent, low-cost ETF portfolios guided by a modern endowment investment approach.

Roberto Bandelli is a financial advisor with Wisdom Capital Asset Management, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Lazard Frères & Co. LLC since 2006. Bandelli is also the sole partner of Wisdom LLC, a strategy consulting firm that is currently inactive. Wisdom Capital Asset Management is a boutique SEC-registered adviser that provides discretionary portfolio management to high-net-worth individuals, family offices, private funds, corporations, and other investment advisers. The firm focuses on long-term capital growth and income with reduced volatility, using a combination of fundamental, technical, and quantitative research across multiple asset classes.

Ralph Harrison is the sole advisor at Harrison Capital Management LLC in Minnetrista, MN, holding a Series 63 designation with 43 years of industry experience. He has led his independent firm since 2001. Outside of his advisory work, he serves as a compensated member of the Mound Westonka School Board District #277. Harrison Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes customized portfolios primarily using exchange-traded funds along with select U.S. mid- to large-cap stocks, following ERISA fiduciary standards for retirement accounts.

Robert Gregov is a CFP® and CFA® with 21 years of experience in financial advising. He has been with Roche Financial Partners LLC since 2004. Roche Financial Partners LLC is an independent firm providing continuous financial oversight and discretionary investment management to individual clients and their families. The firm employs a diversified, tax-aware asset allocation strategy using low-cost index funds and incorporates derivatives in separately managed accounts to manage risk, with portfolios tailored to client specifications.

Arden Chan is a financial advisor at Chan, Arden with six years of industry experience. He holds a Series 65 designation and concurrently serves in the United States Navy, a role he has maintained since 1993. His background also includes a medical degree. Chan, Arden is an independent firm that provides investment advisory services primarily to institutional clients such as banking and thrift institutions, sovereign wealth funds, government entities, and charitable organizations. The firm focuses on serving institutional and governmental accounts and employs fee arrangements that do not rely on assets under management.

Lucinda Lynch is a financial advisor at Lynch Retirement Advisors, LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Lincoln Financial Distributors and Lincoln Financial Advisors Corporation since 1996. Outside of her advisory role, she provides evening daycare services approximately 25 hours per week. Lynch Retirement Advisors focuses on retirement-centered financial planning and portfolio management for individuals, families, and small businesses. The firm emphasizes strategic retirement planning, utilizing tools like MoneyGuidePro and Charles Schwab technology, and manages both discretionary and non-discretionary accounts with around $19.84 million in assets under management.

Lawrence Weller is a financial advisor at ECF Wealth, Inc. in Miami Beach, FL, holding CFP® and ChFC® designations with 16 years of industry experience. His prior roles include positions at Financial Advocates Investment Management, LPL Financial, and WCG Wealth Advisors. ECF Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, utilizing long-term, strategic allocations with low-cost mutual funds and ETFs, supplemented by individual securities and unaffiliated independent managers when appropriate.