Jason Adams is a financial advisor at Opportunity Investment Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney, Carnivore Trading, and JPMorgan Chase Bank. Opportunity Investment Group is an independent registered investment adviser serving high-net-worth individuals, trusts, estates, and certain business clients. The firm combines fundamental and technical analysis to create customized portfolios and manages approximately $38.5 million across 50 client accounts.

Joseph Kelly is the president and owner of Joseph C. Kelly & Associates, Inc., an independent advisory firm based in Middletown, NJ. He holds a Series 66 designation and has 22 years of experience in the financial advisory industry. In addition to his advisory work, Kelly is the owner and principal of KELLY & CO., CPA, a certified public accounting practice he has operated since 1989. Joseph C. Kelly & Associates, Inc. provides discretionary asset management, financial planning, and hourly consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm typically manages client portfolios using predefined strategies and employs fundamental, technical, and cyclical analysis, with custody and trade execution handled by third-party providers.

Adam Apt is a CFA® charterholder and holds a Series 65 license, with 18 years of industry experience. He has been the principal of Peabody River Asset Management, LLC since 2007. Additionally, he serves as Vice President of Investment Analytics at LTSAVE, Inc., where he designs and oversees an automated investment advice system for defined contribution retirement plans. Peabody River Asset Management is a fee-only registered investment adviser providing portfolio management, financial planning, and consulting services to individuals, families, and institutional clients, including charitable organizations. The firm employs a top-down, four-stage portfolio construction process with a focus on ETFs, bonds, and a mostly buy-and-hold approach, supplementing fundamental analysis with quantitative risk models.

Ryan Miyamoto is a CFP® with 21 years of industry experience and currently operates as the sole advisor at Derive Wealth in Pasadena, CA. His prior work includes a two-year tenure at StashClass LLC before focusing on Derive Wealth since 2016. Derive Wealth provides financial planning and portfolio management services to individuals, families, high-net-worth clients, and small businesses. The firm employs a Core + Satellite investment approach using low-cost indexed funds and targeted satellite holdings, with a billing model based on fixed advisory fees rather than asset-based percentages.

Wander Cedano is a financial advisor with Golden Foundation Advisors in Chicago, holding a Series 65 designation and three years of industry experience. His prior work includes roles at RWA Wealth Partners, Adviser Investments, and the Federal Reserve Bank of Boston. Golden Foundation Advisors is an independent, fee-only firm providing financial planning and investment management services to individuals and high-net-worth clients. The firm emphasizes passive investment construction through diversified funds and uses an institutional custodial platform with discretionary trading and semi-annual account reviews.

Grant Evans is a financial advisor with True North Wealth in Parker City, IN, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, Charles Schwab, and ALPS Company. Outside of finance, he owns Evans Basketball Academy, which provides basketball and fitness training and consulting. True North Wealth serves individual clients and employer-sponsored retirement plans, offering investment management, financial planning, retirement plan consulting as a 3(21) fiduciary, and educational seminars. The firm employs an investment approach based on asset allocation and modern portfolio theory, combining passive and active investment vehicles and outside managers, and is notable for providing pension consulting and public education services as a single-advisor independent firm.

John Howe is a CFP® and holds a Series 66 designation, with 13 years of experience in the financial services industry. He is the principal of Hamewith Wealth, an independent registered investment adviser in Pittsford, NY. His prior experience includes roles at Generation Capital Management, Wells Fargo Clearing, and LPL Financial, as well as a position at St. John Fisher University. Hamewith Wealth provides discretionary portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, and businesses. The firm blends passive and active investment strategies based on Modern Portfolio Theory, offers ESG investment options upon client request, and provides portfolio monitoring including oversight of held-away accounts and K-12 retirement plan accounts.

Robert Foretich is a financial advisor at Banner Investment Consultants in Burlington, WA, with 2 years of industry experience. He holds a Series 63 designation and has a background that includes over 17 years at Wedbush Morgan Securities, as well as prior roles at First Wall Street Corp. and Oakwood Capital Management LLC. Banner Investment Consultants serves individuals, high-net-worth clients, trusts, estates, IRAs, employer retirement plans, and businesses by providing non-discretionary investment advice. The firm leverages an affiliated platform to generate portfolio proposals for client review and uses an approved list of institutional portfolio managers, offering investment access without directly managing client assets.

Jon Brusven is a CFA® charterholder with 12 years of industry experience, currently serving at Longship Advisers, LLC, where he has worked since 2002. Outside of his advisory role, he acts as a financial advisor to the board of a waste-to-energy business, serves as an associate director for an annual nuclear utilities decommissioning conference, and holds board positions with early-stage medical device companies. Longship Advisers is a small, owner-operated investment adviser that provides consulting primarily to high-net-worth individuals. The firm focuses on developing investment plans, recommending and monitoring third-party managers, and does not take custody of client assets.

Shailesh Patel is the principal advisor at Patel Capital Management with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, and Merrill. Although he maintains an insurance license linked to a prior employer, he does not sell insurance products. Patel Capital Management provides wealth management and financial planning services to individual and high-net-worth clients, offering both discretionary and non-discretionary account management. The firm employs a blend of passive and active investment strategies with a focus on tax efficiency and customization, including institutional-grade direct indexing and tax management techniques.

Aaron Ritchie is the principal of Strong Mountains Financial Planning in Colorado Springs, CO. He holds a Series 65 designation and has extensive experience in the financial services industry, including 18 years at USAA and roles at Progressive Insurance. Ritchie has operated his independent advisory firm since 2026. Strong Mountains Financial Planning is a fee-only registered investment adviser serving individuals and high-net-worth clients with investment management and comprehensive financial planning. The firm combines modern portfolio theory with fundamental, technical, and cyclical analysis, using both passive and active investments to construct portfolios aligned with long-term objectives and client-specific considerations.

Minab Mulugheta is a financial advisor at Everglade Capital, LLC in Frisco, TX, holding a Series 65 designation with several years of experience across financial services and corporate roles. His previous positions include work at SagePoint Capital Partners LLC, Union Home Mortgage, Celanese, NRL Mortgage Servicing, and PricewaterhouseCoopers. Everglade Capital is an independent registered investment adviser serving high-net-worth individuals, families, trusts, foundations, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management alongside a range of planning services, including estate, succession, tax coordination, and family governance, with a focus on diversified portfolios and selective use of alternative investments.

Gurinder Singh is a financial advisor at MaximForte Private Wealth LLC in New York, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Finalis Securities LLC, MCAPITAL Assets LLC, GT Securities, Inc., and Booz Allen Hamilton. MaximForte Private Wealth LLC serves individual and high-net-worth clients with asset management and financial planning services, as well as advising owners of closely held businesses on exit planning and business valuation. The firm combines fundamental and technical analysis with modern portfolio theory to manage portfolios and may recommend third-party money managers, integrating valuation tools and strategic business coaching.

Kathleen Gallagher is the sole advisor at Gallagher Capital Corp., an independent firm based in Bainbridge Island, WA. She holds Series 63 and Series 66 licenses and has 22 years of industry experience, having led Gallagher Capital Corp. since 2004. Gallagher Capital Corp. specializes in discretionary fixed-income portfolio management for high-net-worth individuals, trusts, and retirement accounts, focusing on income generation and capital preservation. The firm employs an active, risk-aware investment approach with an emphasis on holding bonds to maturity and uses independent credit research to guide investment selection.

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 with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Lifelong Investments since 2003, including prior roles at Wrp Investments, Inc. and FFP Advisory Services Inc. He is also licensed as an insurance agent and has experience in banking. Lifelong Investments provides financial planning and investment advice to individuals, families, and trusts, beginning relationships with a free initial consultation. The firm primarily recommends independent third-party money managers and offers hourly and flat-fee planning using Money Guide Pro software without directly managing client assets.

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.