Steven Walraven is the sole advisor at Lilac Wealth, LLC, an independent registered investment adviser based in Venice, CA. He holds the CFA® charter and Series 66 license and has 11 years of industry experience. His prior roles include positions at Compound Advisers, Inc., MassMutual Life Insurance Company, and Rochdale Investment Management. Lilac Wealth offers comprehensive wealth management, financial planning, and consulting services, with a focus on managing custodial accounts that include a wide array of securities and digital assets. The firm employs an investment approach grounded in Modern Portfolio Theory and uses a combination of long-term, short-term, income, hedging, and alternative strategies, operating under a flat-fee model rather than a traditional percentage-of-assets structure.

Jay Taparia is a CFA® charterholder with 26 years of industry experience. He is the sole advisor at Sanskar Advisors, Inc., an independent registered investment adviser based in Nyack, NY. His prior roles include positions at Climate CFOs, Inc. and New York University, and he has been involved with Sanskar Tax Advisors, Inc. since 2005. Sanskar Advisors provides discretionary portfolio management and financial planning primarily for individuals and families, as well as charitable organizations, estates, and trusts. The firm emphasizes long-term holdings using both fundamental and technical analysis, offers diversification across multiple asset classes, and is affiliated with an in-house tax and accounting practice.

Steve Ng is the sole advisor at Woodland Investment Consulting LLC in Boston, MA. He holds the CFA® designation and Series 63 license and has 17 years of industry experience. He has been employed with MFS Fund Distributors, Inc. since 2005 and has served as an instructor at the Boston Security Analysts Society since 1992. Woodland Investment Consulting provides discretionary portfolio management and integrated financial planning primarily for individual investors and pension plans, including defined-contribution plans. The firm follows a value-oriented, relatively low-risk investment approach with broad diversification and a focus on income and capital preservation.

Anandi Krishnamurthy is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. She is the sole advisor at Akrish Financial Advisory, an independent firm based in Cupertino, CA. Her prior experience includes roles as a self-employed advisor and at Wade Financial Advisory. Akrish Financial Advisory provides comprehensive financial planning and investment advice to individuals, high-net-worth clients, trusts, estates, retirement plans, and small businesses. The firm develops customized, tax-aware, low-cost portfolios using a Core + Satellite investment approach and offers services on fixed, project, or hourly fee arrangements without managing client assets or providing discretionary portfolio management.

Robert Lieberman is a financial advisor with Lal Ltd. in Las Vegas, NV, holding a Series 65 designation and 29 years of industry experience. He has been with Lal Ltd. since 1974. Lal Ltd. provides financial and investment advisory services to individual investors as well as a diverse range of organizational clients, including businesses, charitable organizations, pension and profit-sharing plans, banking and insurance institutions, state and municipal governments, other investment advisers, and a sovereign wealth entity. The firm’s investment approach centers on fundamental analysis of equities and fixed income, supported by performance reviews over multiple time horizons and ongoing client consultations.

Dana Goldfarb is the sole advisor at Goldfarb Wealth Advisors in Charlotte, NC, holding a Series 65 credential with 12 years of industry experience. He has led Goldfarb Wealth Advisors since 2014. Goldfarb Wealth Advisors provides personalized investment advisory and financial planning services to individuals, families, trusts, estates, and small businesses. The firm employs a modern portfolio theory-based investment approach focused on globally diversified, low-cost mutual funds and ETFs, with an emphasis on long-term buy-and-hold strategies and tax-aware actions.

It is a myth that you need to be ultra-wealthy in order to live a life with impact. You can start living well and making an impact in your communities right HERE and right NOW. At Bridgelane Financial, our goals are to assist you in developing a financial plan to live out a life that reflects your values. Maureen Recker is CFP®, a philanthropist, a mother of two and a community educator. She graduated with a B.S. from Indiana University and an MBA from Duke University. Maureen started her career in corporate finance and institution banking. After taking some time off to raise two children, she re-entered into a career in financial planning to work with clients in a more intimate and personal level. Clients’ satisfaction gives her gratification and encourages her to further her professional development and personal growth.

Philip Tribble is a CFP® professional with nine years of industry experience, currently operating Tribble Financial Planning in Ann Arbor, MI. He previously worked at Arbor Trust Wealth Advisors and AXA Network. Outside of financial advising, he serves as a paid high school football official in Michigan, a role he has held intermittently over the past nine years. Tribble Financial Planning is an independent, fee-only advisory firm focused on financial planning for individual clients through both ongoing and project-based engagements. The firm emphasizes comprehensive written plans covering retirement, tax, estate, and other areas, providing investment analysis and asset allocation recommendations without managing client assets or custody.

Aryeh Safern is the principal of Accfox Capital LLC and holds a Series 65 designation. He has experience working at LS Global Trading INC and Access King BV prior to founding Accfox Capital in 2026. Accfox Capital LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients. The firm uses fundamental, quantitative, and technical analysis across various investment types and manages accounts on a discretionary basis with periodic reviews to maintain alignment with client objectives.

William Hughes is the sole advisor at William D Hughes in Odessa, FL, holding Series 65 and Series 66 licenses with nine years of industry experience. He previously worked at Waddell & Reed Inc for one year and operates a licensed CPA practice alongside his advisory services. Hughes also serves as an insurance agent for various carriers through W&R Insurance Agencies. His firm provides ongoing portfolio management to individual and high-net-worth clients, focusing on equities and fixed-income securities. The investment approach uses fundamental analysis and includes both long- and short-term trading, with accounts reviewed at least quarterly and customized to each client’s objectives and risk tolerance.

Tami Aloisa is a CFP® professional based in Virginia Beach, VA, with 29 years of industry experience. She is the sole advisor at Life Transitions Planning LLC, where she has worked since 2020 and its predecessor entity since 2016. Her prior work includes roles at UBS Financial Services, Spire Wealth Management, and Zeiders. Aloisa also serves as secretary for Collaborative Divorce Solutions of Tidewater, a local networking group. Life Transitions Planning LLC serves individuals, high-net-worth families, trusts, and retirement plans, providing portfolio management, financial planning, and specialized divorce financial consulting. The firm’s investment approach includes equities, mutual funds, ETFs, and U.S. government securities, employing a mix of fundamental, quantitative, technical, and model-manager analysis.

Phil is the Founder and Principal of Servant Capital Advisors, LLC (“SCA”), a fee-only, independent, registered investment adviser based in Central Indiana. SCA provides investment advisory services, wealth management services, and family office services to high net worth families and individuals seeking a differentiated approach to maximize their wealth. Phil founded SCA with the goal to serve others: to share his twelve years of institutional investment management experience with investment partners, high net worth families and individuals to help them grow their net worth for the primary purpose of engaging in philanthropy through impactful charitable contributions. Prior to founding Servant Capital, Phil was a Principal at Centerbridge Partners, a hybrid private equity firm and hedge fund based in New York with $25 billion in assets under management, from 2008 to 2017. At Centerbridge he invested in and served on the board of directors of companies ranging in size from $100 million to $500 million in revenues across a diverse set of industries including financial services, consumer products, industrials, and real estate. Phil began his career in investment banking at Goldman, Sachs & Co. He graduated with high distinction from Indiana University with a B.S. in Finance and Accounting and earned his MBA from the Kelley School of Business at Indiana University. He is a CERTIFIED FINANCIAL PLANNER. Phil lives with his wife and four children in Carmel, Indiana. He enjoys reading, investing, and playing golf.

David Ballheim is the founder of Ballheim Financial LLC, an independent advisory firm based in Leclaire, Iowa. He holds a Series 65 credential and has 16 years of industry experience, having established his firm in 2012. Outside of his advisory work, he is a 20% partner in a farm rental business, CRB LLC, with no active management duties. Ballheim Financial LLC provides investment supervisory services and financial planning to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm emphasizes documented client investment objectives, uses tools like Morningstar and Riskalyze for portfolio analysis, and offers retirement plan administration alongside various insurance product solutions.

Jason Polansky is a CFA® charterholder with 24 years of experience in the financial industry. He has been the sole advisor at J.P. Capital Management, Inc. since 2006. J.P. Capital Management, Inc. is an independent advisory firm that provides fee-only investment management and financial consulting to individuals, businesses, trusts, and estates. The firm uses a combination of proprietary strategies, including broadly diversified long-term allocations and dynamic trading approaches, and manages portfolios with a range of instruments such as equities, options, bonds, commodity interests, and select cryptocurrencies.

At Empowering Finance we know that you are bold, ambitious, and a total badass. That's why you need a financial plan that allows you to pursue your passions and live your most authentic and powerful life. The problem is a buttoned-up approach to financial planning isn't going to meet your needs. You're worried that your dreams and aspirations will get lost in a cookie-cutter system. We believe you deserve a financial planner who listens to your unique dreams and helps you build a plan to get there. We understand that you want someone who will treat your money as we do our own. Which is why we combine our experience, authenticity, financial knowledge to connect with you and enable you to pursue your passions. Here's how we do it 1) We are a fiduciary: We are legally bound to put your interests ahead of our own 2) Diversity and authenticity matter to us: We are a woman-owned business, LGBTQIA+ friendly, and welcoming to anyone and everyone who needs an ally and friend with financial savvy. 3) Our services are fee-only: We keep things simple: no surprises charges or hidden fees So, Let's Chat. So you can stop worrying you won't reach your dreams and instead work with a passion-driven firm focused on achieving your life's dreams. Read Empowering Finances's blog here: https://empoweringfinance.com/blog/

Levi Smith is a financial advisor at L. J. Smith & Co LLC in Jacksonville, TX, with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Goldman Sachs and Cerity Partners LLC. L. J. Smith & Co. provides investment advisory services to individuals and high-net-worth clients, offering customized portfolio management and standalone financial planning. The firm employs fundamental analysis and modern portfolio theory with a long-term trading horizon and delivers periodic account reviews.

Theodore Wolfstich is a CFP® with 19 years of industry experience and has been principal of Wolfstich Capital, LLC since 2008. He serves as a board member of the Medfield Lions Club, a charitable organization. Wolfstich Capital, LLC is an independent firm providing fee-only financial planning and discretionary wealth management to individuals, high-net-worth clients, and charitable organizations. The firm customizes investment policies and portfolio construction using fundamental analysis and strategic asset allocation, managing accounts on a discretionary basis with periodic reviews and the option to delegate portfolio management to sub-advisors.

Daniel Streetman is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at Patina Financial Partners, LLC. He previously worked at CWM, LLC and Woodbury Financial Services, Inc. Outside of his advisory role, he is active in the Porsche 356 Florida Owners Group, where he serves as Southwest Events Coordinator and Membership Chair. Patina Financial Partners is a state-registered advisory providing discretionary investment management and financial planning to individuals and high-net-worth clients. The firm employs an evidence-based, long-term investment approach using low-cost, passively managed or rules-based vehicles, and regularly utilizes unaffiliated Independent Managers and restricted-access funds without receiving third-party compensation.

David Littlefield is the sole advisor at Littlefield Asset Management, Inc. in Atlanta, GA, holding a Series 65 credential with 15 years of industry experience. He has been with Littlefield Asset Management since 1985. Littlefield Asset Management provides discretionary portfolio management primarily for individual and high-net-worth clients, tailoring portfolios to their financial conditions and objectives. The firm employs a value-oriented equity strategy focused on high-quality, predominantly blue-chip companies judged to be undervalued through fundamental analysis, and manages approximately $124 million across about 54 client relationships.

Shai Weinbaum is the sole advisor at Shai Weinbaum Investment Management in Poulsbo, WA, holding a Series 65 designation with five years of industry experience. He has operated his independent firm since 2013. The firm provides discretionary investment management services primarily to individual clients, high-net-worth individuals, and small businesses. It customizes portfolios based on bottom-up fundamental analysis focused on intrinsic value and long-term outperformance, avoiding margin, debt, derivatives, and technical or cyclical analysis.