Sterling Jasper Jr. is a financial advisor at Barak Asset Management LLC with seven years of industry experience and a Series 66 credential. He previously worked at Merrill and has operated Sterling Advisory Services, LLC since 2009. Outside of finance, he is involved with Jersey Mike’s sub shops. Barak Asset Management serves a diverse client base including individuals, pension plans, and corporations, focusing on investment advisory and portfolio management. The firm uses a global-core asset allocation approach with ESG screening and emphasizes income through consistent dividends, tailoring portfolios to client objectives and restrictions.

Theo Halbardier is a CFP® certificant with seven years of industry experience. He is currently the sole advisor at The Financial Sciences Company, LLC, an independent firm he joined in 2025. His prior work includes roles at Sealy Investment Securities, Ashford Securities, and Bank of America, among others. The Financial Sciences Company, LLC is a newly formed, state-registered investment adviser that plans to serve a diverse client base, including individuals, families, trusts, and retirement plans. The firm employs a tailored investment process combining fundamental, macroeconomic, technical, and quantitative analysis, and offers services such as portfolio management, financial planning, retirement-plan consulting, and educational seminars.

David Huddleston is a CFA® charterholder with 33 years of experience in the financial industry. He has been the sole advisor at Bishopsgate Investment Company since 1988. In addition to his advisory role, Huddleston is president and author of Capital Markets Evaluation Tools, Inc., a publishing company he founded to distribute Bishopsgate’s investment research. Bishopsgate Investment Company provides portfolio design and advisory services to wealthy individuals, corporations, institutions, pension plans, trusts, and foundations. The firm employs a structured investment approach combining fundamental research with stratified statistical sampling, emphasizing low turnover and a long-term orientation.

John Stein is the sole advisor at Stein Investment Services, an independent firm based in Cortlandt Manor, NY. He holds a Ph.D. in economics and has over 40 years of experience in the investment industry. Stein focuses on managing portfolios primarily composed of no-load and low-load mutual funds and ETFs. Stein Investment Services manages assets for individuals, trusts, estates, and corporations using a fee-only, percentage-of-assets approach. The firm emphasizes macro-fundamental analysis and long-term holdings, with day-to-day oversight conducted by Stein himself.

David Owen is a financial advisor at Shipwright Advisors with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Equitable Advisors and Frazier Financial Advisors. In addition to his advisory role, Owen provides non-advisory business strategy consulting, which occupies part of his professional time. Shipwright Advisors is an independent, fee-only firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm specializes in investment management, financial planning, retirement plan consulting, and business strategy consulting, employing an asset allocation approach grounded in Modern Portfolio Theory and incorporating both passive and active investment vehicles.

William Curtin is the sole advisor at Curtin Financial Management, Inc. in Wellesley, MA. He holds the CFP® designation and Series 65 license and has 22 years of industry experience. He has led Curtin Financial Management since 2003. Curtin Financial Management, Inc. is an independent, state-registered advisory firm providing discretionary portfolio management to individual clients, including both non-high-net-worth and high-net-worth individuals. The firm applies modern portfolio theory and academic research to construct diversified portfolios primarily through mutual funds and ETFs, managing approximately $73.9 million across about 25 accounts.

Clair Leedom is the principal of Leedom Asset Management, Inc., an independent firm based in Rancho Santa Fe, CA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to founding Leedom Asset Management in 2007, he has been involved with California Equity Research since 2003, where he also serves as chairman of the board. Leedom Asset Management provides discretionary portfolio management for individual investors, charitable organizations, and pension/profit-sharing plans. The firm manages equity and fixed-income portfolios, operates a private pooled investment vehicle, and employs a growth-oriented strategy focused on small- to mid-cap emerging-growth stocks using a proprietary strength indicator and a combination of fundamental and technical analysis.

Jeffrey George is a CFP® and CFA® with 11 years of experience in the financial services industry. He is the principal of Tao Financial, an independent advisory firm based in Orlando, FL. Prior to founding Tao Financial, he held roles at Newport Group and Triad Advisors. In addition to his advisory work, he serves as president of Tao Consulting LLC, a business consulting firm. Tao Financial provides investment advisory and retirement-plan services to corporate plan sponsors, pension and profit-sharing plans, and individual clients. The firm combines modern portfolio theory and a Core+Satellite investment approach with a focus on pension consulting and trustee education, delivering both discretionary and non-discretionary fiduciary services.

Christopher Krzus is a financial advisor at Wolfstone Wealth with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for U.S. Bancorp Investments for 12 years before joining Wolfstone Wealth in 2023. Outside of his financial advisory role, he coaches 8th grade girls volleyball at the Sports Performance Volleyball Club in Aurora, IL. Wolfstone Wealth provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, businesses, and qualified retirement plans. The firm uses a proprietary, diversified asset allocation methodology informed by multiple analytical approaches and offers customized portfolio management with regular plan reviews.

Joseph Castignetti is the principal advisor at West Village Wealth LLC, an independent registered investment adviser based in Brooklyn, NY. He holds the Series 65 credential and has recently established his advisory practice after working in various roles at firms including Goldman Sachs, Verizon, and Toyota Motor North America. Castignetti also has experience in business and management from Northwestern University Kellogg School of Management and Boston College. West Village Wealth provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients. The firm integrates fundamental analysis with modern portfolio theory, utilizing a combination of passive and active investment strategies, and offers options such as socially responsible investing and cryptocurrency exposure.

David Hainsworth is the sole advisor at David N. Hainsworth, C.P.A., P.C. in Fairfax, VA, with 9 years of industry experience and credentials including CFP® and Series 63. He has been operating his firm since 1989, which functions as both a CPA practice and an independent advisory firm. The firm provides portfolio management and financial planning services to individuals, corporations, and pension or profit-sharing plans, employing modern portfolio theory and a long-term trading approach. It combines CPA services with investment advice and works with third-party managers while offering non-discretionary advice and documented investment policies.

Megan Rouse is the principal of Megan Rouse Financial Planning in Dublin, California, holding the CFP® designation and a Series 65 license with 17 years of industry experience. She is also a California Licensed Professional Fiduciary and operates a separate fiduciary services business. Megan has provided financial planning services since 2009. Her firm advises individuals, families, and small businesses with comprehensive or segmented financial planning, focusing on non-discretionary advice and low-cost investment options such as mutual funds and ETFs. The firm uses project, hourly, or retainer fee structures and does not manage client assets or take custody of funds.

Jonathan Bos is the principal of Jon Bos Financial Advisor LLC in Abilene, TX, with 25 years of experience in financial advising. He holds the CFP® designation along with Series 63 and Series 65 licenses. In addition to his advisory work, Bos operates several business ventures including bookkeeping, insurance sales, and retail online sales. His firm provides portfolio management for individual and high-net-worth clients, as well as consulting services for pension and employee benefit plans. The firm employs a disciplined investment approach combining fundamental, quantitative, and technical analysis, and manages over 400 client accounts using Schwab Institutional custody.

Rochelle Moore is a CFP® professional with seven years of experience as a financial advisor at Sound Financial Solutions, Inc. She is also the owner and president of Save Moore Tax & Accounting Services, Inc., a CPA firm providing accounting, payroll representation, and tax preparation and consulting services. Sound Financial Solutions serves a small client base of individuals and businesses, offering financial planning and consulting in areas such as investment, retirement, education, and estate planning. The firm focuses on planning and recommendations rather than discretionary portfolio management.

Robert Ruggirello is a CFA charterholder with 10 years at Brave Eagle Wealth Management and five years of industry experience. Before his financial advisory career, he served 20 years with the FDNY. Brave Eagle Wealth Management provides wealth management, financial planning, and portfolio management services to individual investors, including high-net-worth clients, and small businesses. The firm employs a planning process that incorporates human capital modeling and uses a combination of active management, Modern Portfolio Theory, and a core-and-satellite investment framework, offering customized, tax-aware strategies and periodic educational workshops.

Joseph Curtis is a financial advisor at Resolve Financial, LLC in Walnut Creek, CA, holding the ChFC® designation and Series 66 license with 13 years of industry experience. He has been with Resolve Financial since 2014 and previously operated under Joseph Patch Curtis from 2007 to 2016. Outside of advising, he is self-employed in insurance sales. Resolve Financial serves individual investors, estates, retirement plans, and trusts, typically working with accounts of $50,000 or more. The firm uses a factor-oriented investment approach based on Modern Portfolio Theory, focusing on broad market exposures with tilts toward small-company and value stocks, and manages accounts on a non-discretionary basis through a third-party platform.

Robert Underhill is the principal of Robert A. Underhill P.C., an independent advisory firm based in Seattle, WA. He holds the Series 65 designation and has 23 years of industry experience. He has led his firm since its founding in 2002. Underhill is also a CPA and provides accounting and tax services alongside his advisory work. Robert A. Underhill P.C. offers investment advisory services primarily to high-net-worth individuals, trusts, and estates. The firm focuses on selecting and overseeing third-party investment managers rather than directly managing client portfolios.

Clark Wilson is a financial advisor based in San Clemente, CA, with six years of industry experience. He holds Series 63 and Series 66 designations and previously worked at R. W. Towt & Associates for three years. Outside of advisory work, he is active as a mortgage loan originator. Wilson, Clark Allen is an independent firm serving individual and institutional clients, including trusts, investment companies, and pension plans. The firm employs an active, rules-based investment approach centered on the CANSLIM methodology, incorporating frequent portfolio monitoring, hard stop-loss rules, and a combination of long and short positions using stocks, ETFs, and options. It offers portfolio management alongside proprietary algorithmic tools for defined-contribution and annuity products, and it provides subscription-based data services and is developing web and mobile applications.

Michael Templeman is a CFP® professional with five years of experience at Templeman Wealth Management Inc. and over two decades leading Michael S Templeman Inc. In addition to his advisory work, he owns Paradigm Table Games, Inc., which licenses proprietary casino table game content, and T Lot Realty LLC, a commercial real estate holding company. Templeman Wealth Management Inc. provides discretionary portfolio management and financial planning primarily for individuals and high-net-worth clients, utilizing a combination of fundamental, quantitative, technical, and charting analysis within a long-term trading framework. The firm operates as a solo practice managing approximately $52 million in discretionary assets.

Chase Munoz is a financial advisor with Rainier Capital Investments LLC in Olympia, WA, holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at Key Investment Services and Ameriprise Financial Services Inc. Outside of advisory work, he is a managing member of Puzzle Investors, LLC, a real estate business. Rainier Capital Investments LLC is a single-advisor registered investment adviser serving individuals and high net worth clients. The firm offers discretionary and non-discretionary portfolio management and financial planning, utilizing a variety of investment instruments and model portfolios developed by unaffiliated managers.