Gabriel Nardi is a CFA® charterholder based in Stamford, CT, currently serving as the sole advisor at Tadpole Investments LLC. He has prior experience at Third Avenue Management and BlazeRidge LLC. Outside of his advisory work, he is the founder of a software company developing a web-based application to assist book authors. Tadpole Investments LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs cyclical, fundamental, and quantitative analysis with a range of trading strategies, including performance-based fee arrangements for qualified clients.

David A. Lurch is the principal of David Lurch LLC, an independent advisory firm based in Ft. Lauderdale, FL. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, including prior roles at UBS Financial Services, Merrill, and Morgan Stanley. He serves on the board of directors for the Miami Yacht Club. David Lurch LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm emphasizes documented client profiles and a blend of analytical techniques in its investment process, offering discretionary portfolio management and comprehensive financial planning tailored to client goals, tax considerations, and risk tolerance.

Alec Derrig is a CFP® and Series 65 license holder based in Akron, Ohio, with one year of experience at Sand Run Wealth Management. His prior work includes roles at Kauig Companies Limited and Apple Growth Partners, as well as four years at Kent State University. Outside of advising, he is involved with a family office through his other business activities. Sand Run Wealth Management is an Ohio-registered investment adviser serving individuals and families with investment management and financial planning services. The firm employs a long-term, goals-based investment approach tailored to client objectives and emphasizes tax-aware strategies through diversified portfolios.

Addison Taylor is a CFP® and holds a Series 66 license with five years of industry experience. He is the sole advisor at Build Wealth Partners, an independent firm he joined in 2025. His prior experience includes roles at Vanguard and various business ventures including Caldwell County BBQ LLC. Build Wealth Partners serves individuals, high-net-worth clients, and businesses by combining wealth management, financial planning, and business consulting. The firm offers discretionary portfolio management, tax-aware planning, and business-focused services, emphasizing integrated engagements and aligning investment strategies with Modern Portfolio Theory.

Oliver Fratzscher is the principal of EM Leaders, LLC, an independent advisory firm based in Bethesda, MD. He holds a Series 65 designation and has 13 years of industry experience. Since founding EM Leaders in 2012, he has focused on providing investment advisory services related to emerging markets. EM Leaders serves institutional investors seeking exposure to emerging markets by selecting and monitoring local investment managers across multiple jurisdictions. The firm offers multi-manager and fund-of-fund supervisory services, emphasizing thorough local due diligence and customized investment policy implementation.

Nalin Bhatt is a financial advisor at Fireplace Financial Inc with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including SA Stone Investment Advisors Inc., Quest Capital Strategies, and Fireplace Financials and INS Services. Outside of advising, he owns and operates a bookkeeping and tax preparation business as a certified public accountant. Fireplace Financial serves individual clients by providing financial planning and access to third-party managed portfolios, combining professional accounting and tax services with licensed insurance activities. The firm typically operates on a non-discretionary basis and uses a multifaceted investment process drawing on behavioral, charting, cyclical, fundamental, and technical analysis.

Todd Pouliot is a financial advisor at Gateway Financial with 22 years of industry experience. He has held positions at Gateway Financial since 2019 and previously worked at Sigma Financial Corporation for 12 years. Pouliot holds Series 63 and Series 65 designations. Gateway Financial serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans and other businesses. The firm utilizes passive investment management and asset-allocation models based on modern portfolio theory, alongside fundamental and technical analyses, and offers portfolio management, financial planning, employee benefit plan services, and educational programming.

William Zickler is a financial advisor with Coastal Wealth Management, LP in Houston, TX. He holds a Series 65 designation and has 22 years of industry experience, all with Coastal Wealth Management since 2004. Coastal Wealth Management, LP is an independent registered investment adviser providing discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and private investment funds. The firm emphasizes capital preservation through personalized investment supervision tailored to each client’s risk tolerance, tax situation, and time horizon, with portfolio decisions informed by estate, tax, real estate, and insurance considerations.

Fahad Hasan is a CFA® charterholder with 18 years of industry experience. He currently works at Montreux Group LLC, where he has been since 2026. His prior experience includes roles at WealthEdge Investment Advisors, Purshe Kaplan Sterling Investments, Voya Financial Advisors, Inc., B. Riley Wealth Advisors, Inc., and Gunnallen Financial, Inc. Outside of his advisory work, Hasan has also worked as an insurance agent servicing legacy contacts. Montreux Group LLC provides wealth management services to individual and high-net-worth clients, combining discretionary investment management with integrated financial planning. The firm focuses on long-term portfolio construction using low-cost mutual funds and ETFs, while also incorporating individual stocks, bonds, and digital assets as appropriate.

Ethan Layne is a financial advisor at Layne Financial Group in Huntington, WV, holding a Series 65 designation with one year of industry experience. Prior to founding his firm, he worked at several entities including Maynard & Mease CPAs and Consumers Gas Utility Company. Outside of advising, he serves as president of Layne Tax Solutions, a tax and accounting firm. Layne Financial Group provides discretionary investment management, wealth planning, and financial planning to individual and high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations. The firm emphasizes institutional-style asset allocation and a factor-based investment approach, incorporating model portfolios, external consultants, and sub-advisory relationships.

Garo Partoyan is the sole advisor at Potomac Wealth Strategies, LLC in Alexandria, VA, holding a Series 66 designation with 24 years of industry experience. His prior roles include positions at Morgan Stanley, A. G. Edwards & Sons, and Wells Fargo Clearing. Since 2009, he has led Potomac Wealth Strategies, an independent firm. Potomac Wealth Strategies provides portfolio management, investment planning, and third-party manager selection to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm operates primarily on a non-discretionary basis, emphasizing fundamental analysis and utilizing both long- and short-term strategies.

Jacob Levine is a financial advisor with Trout Capital Management, LLC in Jupiter, FL. He holds a Series 65 designation and has three years of industry experience. His prior work includes roles at Merrill, Bank of America, Merit Financial Group, Camden Capital, and Trillium Management. Trout Capital Management is an independent, state-registered investment adviser providing portfolio management and financial planning services to individuals, trusts, retirement plans, and small businesses. The firm employs tailored investment strategies focused on asset allocation, fundamental and risk/return analysis, and offers both discretionary and non-discretionary account arrangements.

Logan Murray is a CFP® and Series 65 licensed advisor with nine years of industry experience. He is the principal and sole advisor at Pocket Project, where he has worked since 2020. Prior to that, he was with Brighton Jones and myCIO Wealth Partners, LLC. Pocket Project serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, hourly planning, and tax return preparation. The firm uses a Modern Portfolio Theory-based investment process centered on passive vehicles, strategic asset allocation, and periodic tactical adjustments, and it distinguishes itself through a subscription-style pricing model and a broad range of services within a single-advisor practice.

William Pitney is a CFP® with 22 years of industry experience and is the sole advisor at FocusYou in Redwood City, CA. He has been with FocusYou since 2010 and also operates as an independent insurance agent, providing clients with life, disability, long-term care, business overhead expense insurance, and annuities when appropriate. FocusYou offers ongoing portfolio management and comprehensive financial planning to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs an asset-allocation centered approach primarily through third-party managers and passive, buy-and-hold strategies, with a focus on non-discretionary portfolio supervision and routine client education.

Collin Wolf is the principal of WOLF Financial Management, an independent firm based in Torrance, CA. He holds a Series 65 credential and has three years of industry experience, including prior roles at Trilogy Financial. WOLF Financial Management is a fee-only registered investment adviser that provides wealth management and financial planning services to individuals, high-net-worth clients, and businesses. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, utilizing a combination of passive and active strategies across various securities, with tailored plans based on client goals and risk tolerance.

John Agoglia is the sole advisor at Advanced Portfolio Services LLC in Saint James, NY, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at E D & F Man Capital Markets Inc since 2013 and operates JDA Trading LLC, a personal investment vehicle focused on trading and analyzing investment opportunities. Advanced Portfolio Services LLC is a state-registered investment adviser offering discretionary portfolio management and consultation services to a diverse client base, including individuals, family offices, and corporations. The firm employs a global macro investment approach combining technical and qualitative analysis, with portfolios that may include index exposure, selective hedging, and options or margin strategies.

Michael Greer is a financial advisor at Rise Wealth Partners LLC with 19 years of industry experience. His work history includes roles at Modern Capital Advisors, LLC, and Edward Jones, as well as operating Greer Financial Group, LLC. Outside of advisory work, he is involved in managing American Family Bio-Clean LLC and its franchise operations. Rise Wealth Partners LLC provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios from third-party sub-advisers and offers asset-allocation review for held-away retirement plan assets, with investment advice tailored to client objectives and risk tolerance.

Adam Hark is the president of Wellesley Hills Capital in Newton, MA, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including PCF Capital Markets LLC and Preston Todd Advisors, Inc. He also maintains roles in related Wellesley Hills entities. Wellesley Hills Capital provides discretionary and non-discretionary investment management and consulting services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis, emphasizing low-cost exchange-traded funds alongside individual stocks, bonds, and options, with services offered both on a discretionary basis and through hourly consulting engagements.

Sloan Hatfield is a CFA® charterholder with six years of industry experience. He has been with SVA Capital Management LLC since 2019 and previously worked at Goldman Sachs from 2014 to 2019. SVA Capital Management LLC is an independent registered investment adviser that provides discretionary portfolio management to individual and high-net-worth clients, focusing on publicly traded equities and exchange-traded funds. The firm employs fundamental analysis with a long-term investment horizon and offers a performance-based fee option for qualified clients.

Brent Foster is a financial advisor at Northbound Wealth with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including J.P. Morgan Securities and JPMorgan Chase. Outside of advisory work, he is the Founder and CEO of Foster & Friends LLC, which offers a podcast and marketing consulting, and the Owner and author at Northbound Stories, LLC, a children’s book publishing venture. Northbound Wealth serves individual clients, employer plan sponsors, charitable organizations, and other institutional clients. The firm employs a predominantly passive, Modern Portfolio Theory-based investment approach using low-cost index funds and ETFs, complemented by fundamental and technical analysis when appropriate, and maintains an active client-education program including seminars, speaking engagements, and media content.