Justin Campagna is a financial advisor with Emergent Financial Group, LLC in Atlanta, GA, holding Series 65 and Series 63 licenses with four years of industry experience. He has worked at several firms including Arista Consulting Group and Ashford Advisors prior to his current role. In addition to advisory services, he provides insurance and pension consulting through Emergent Financial Group, dedicating about half of his time to these activities. Emergent Financial Group serves retirement plan sponsors and institutional clients with investment advisory and pension consulting, alongside asset management and financial planning for individuals. The firm employs a combination of long-term, value-oriented investment strategies and tactical asset allocation, while also offering fiduciary consulting and discretionary management for retirement plans, and operates a licensed independent insurance agency as part of its services.

Tyrel Mack is a CFP® professional with experience at First Ascent Planning LLC and Rockhill Advisors LLC. He has been active in financial planning since 2024 and also has a background in business with 460 Bread Inc. outside of the financial industry. First Ascent Planning LLC is an independent firm offering fee-only financial planning and consulting to individuals, families, small business owners, and trusts. The firm provides services such as retirement planning, tax-aware planning, and estate coordination through one-on-one consultations, operating on a project-based, hourly fee model without discretionary investment management.

Ian Kasoff is a CERTIFIED FINANCIAL PLANNER™ professional and licensed investment advisor with three years of experience. He is the principal of Ikigai Planning, an independent firm, and also operates a solo law practice providing general counsel services to small businesses. His prior roles include positions at Heyman Wealth Management and Kasoff Financial Planning. Ikigai Planning serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and business entities, with a focus on business owners and clients receiving equity compensation. The firm employs an evidence-based investment approach emphasizing strategic asset allocation and diversification through low-cost passive funds, alongside ongoing, client-specific financial planning.

Dexter Lyons is a financial advisor at Horizon Capital Management, Inc. with 7 years of industry experience. He holds a Series 65 designation and has been involved with Horizon Capital Management since 1990 as well as Lyons Capital Management since 1997. Horizon Capital Management provides discretionary separately managed account investment management to individuals and small-business clients, including IRAs, trusts, and small-business retirement plans. The firm employs an active, multi-method investment process that combines fundamental, technical, and chart analysis to tailor strategies, adjusting allocations among mutual funds, ETFs, and individual stocks based on market conditions.

William Walsh is a financial advisor with Bridgeport Asset Management, LLC in Madison, WI, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked at Cabot Lodge Securities since 2013 and CL Wealth Management LLC since 2011. Walsh is also a licensed insurance agent, occasionally placing fixed insurance products. Bridgeport Asset Management provides investment management and advisory services to individuals, corporations, trusts, estates, and employer-sponsored retirement plans. The firm manages model portfolios using a variety of securities and employs fundamental, technical, and cyclical analysis to guide investment decisions.

Joseph Baker is a CFP® professional with 21 years of industry experience. He is the sole advisor at Baker Asset Management, LLC, an independent firm he has led since 2017. His prior experience includes roles at Visionquest Wealth Management, Wealth Management, LLC, and Alcus Financial Group, LLC. Baker Asset Management, LLC serves individual and high-net-worth clients as well as pension and profit-sharing plan sponsors, offering modular financial planning, discretionary portfolio management, and customized pension consulting. The firm combines fundamental and technical analysis with a long-term trading orientation and maintains a significant focus on pension plan consulting, managing approximately $44.8 million in client assets.

Patrick Sheehan is a financial advisor at Prodeo Asset Management, LLP with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Prodeo since 2017. Sheehan is also CEO of Elevation LLC, a FINRA-registered broker-dealer, and serves as a director and officer of VP Research, Inc., a firm providing global macro market commentary and trade ideas. Additionally, he manages Big Label Records, LLC. Prodeo Asset Management offers discretionary investment management through private funds and separately managed accounts, serving funds, institutional investors, corporations, pensions, trusts, and high-net-worth individuals. The firm employs a systematic, rules-based investment approach using quantitative models and proprietary indicators across multiple asset classes and tailors strategies based on client-specific profiles.

Curtis Bergquist is a CFP® with 50 years of industry experience. He is the owner of Ameribanc Corporation, an independent advisory firm based in Hoffman Estates, IL, and has been associated with Ausdal Financial Partners, Inc. since 2009. Ameribanc provides investment advisory and financial planning services to individual and family clients through its Capital Management Service (CMS), which integrates market-timing signals with mutual fund holdings to manage risk and adjust exposure according to market conditions.

Larry Fitzpatrick is the sole advisor at Fitzpatrick Financial Solutions, LLC, an independent firm based in Lansing, MI. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, having founded his firm in 2009. Fitzpatrick Financial Solutions provides investment advisory and financial planning services to individual investors as well as retirement plans, trusts, estates, and small-business pension arrangements. The firm emphasizes primarily non-discretionary account management, utilizing technical, fundamental, and statistical analysis with a focus on ETFs, stocks, and bonds for cost efficiency and liquidity.

David Thomas is a financial advisor based in San Diego, CA, operating as the sole advisor at David Thomas, CPA, Esq., PC. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he worked at Gradient Capital Advisors, LLC and managed his own sole proprietorship. Outside of advisory work, he runs a small tax and estate planning practice with several employees, which does not engage in investment advisory services. David Thomas, CPA, Esq., PC provides discretionary and non-discretionary asset management along with financial planning and consultation services to individuals and high-net-worth clients. The firm combines investment management with an affiliated tax, legal, and accounting practice, utilizing fundamental and cyclical analysis to inform investment decisions.

Melissa Vander Voord is a financial advisor at Allegiant Financial Advisors, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at Allegiant Financial Advisors since 2013. In addition to her advisory role, she serves as a bookkeeper for the Law Offices of Aaron Resnick, P.A. Allegiant Financial Advisors is an independent firm serving clients through personalized financial planning and investment management.

Shane Boddington is the principal advisor at Boddington Capital, LLC, holding a Series 65 designation and beginning his advisory career in 2025. He previously worked at Bank of Stockton and Catalyst Private Wealth and has experience as a self-employed artist outside the investment industry. Boddington Capital, LLC provides discretionary wealth management, portfolio management, financial planning, and consulting services to individuals, families, and business owners. The firm uses a combination of quantitative and qualitative analysis along with modern portfolio theory and technical charting to construct tailored portfolios across a broad range of instruments, managing accounts on a discretionary basis with quarterly reviews.

Christopher Fauchier Nobles is the President and Chief Compliance Officer of Confiance Financial LLC and holds a Series 65 designation. He has experience in investor communications and back-office technology platforms through his executive role at BetaNXT and a prior tenure at Mediant Communications Inc. Confiance Financial provides discretionary investment management and comprehensive financial planning to individual clients, including high-net-worth individuals. The firm uses a fundamental, primarily long-term investment approach and incorporates diversified mutual funds, ETFs, and individual securities, while also employing third-party independent managers to execute strategies.

David Jacobberger is a financial advisor at Island Insight Wealth LLC in Lees Summit, MO. He holds a Series 65 designation and has seven years of industry experience, including prior roles at Precision Wealth Advisors and Producers Financial Network. Island Insight Wealth LLC provides discretionary portfolio management and integrated financial planning primarily for individuals, families, and retirees. The firm uses quantitative analysis and proprietary machine-learning models to guide investment decisions, managing accounts on a discretionary basis with a focus on ETFs, mutual funds, individual equities, and fixed-income securities.

Erica Momany is a financial advisor at Koehler Financial Services, Inc. in Stevensville, Michigan, with 25 years of industry experience. She holds Series 63 and Series 65 registrations and has been with Koehler Financial Services since 1995. Outside of her advisory role, she serves as a Girl Scout leader for the Girl Scouts of Northern Indiana Michiana and coaches for Beachbody, a fitness and nutrition company. Koehler Financial Services provides discretionary portfolio management, asset-allocation advice, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm manages approximately $36.35 million in client assets using a combination of investment methods and offers model portfolios ranging from ultra-conservative to total-return allocations.

Hense Ellis is a financial advisor at Retirement Plans, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Foundations Investment Advisors LLC and Insight Investments. Outside of his advisory role, he is the managing member of Gilmer Hills Holdings, LLC, a non-investment related business. Retirement Plans, LLC serves individual investors and small businesses with retirement-focused financial planning and investment management. The firm emphasizes a risk-controlled, diversified asset allocation using ETFs and considers market cycles and valuations, typically operating on a non-discretionary basis with a focus on client education and written communications.

Robert Mattei is a CFP® with 15 years of industry experience and operates as the sole advisor at R.S. Mattei & Company, Inc. He has been affiliated with R.S. Mattei & Associates, Inc. and R.S. Mattei & Company, Inc. since 1993. R.S. Mattei & Company, Inc. serves individual and business clients through a personalized consulting process called the "Game-Day Pathway" and operates an advisory referral service. The firm does not provide traditional financial planning or discretionary portfolio management but refers clients to independent registered investment advisers for implementation and ongoing management.

Jared Gruccio is the sole advisor at Advice To Thrive and holds the Series 63 and Series 65 designations with 15 years of industry experience. He previously worked at GWN Securities Inc for 14 years before founding Gruccio Financial, LLC. Gruccio serves on the Board of the Greater Vineland Chamber of Commerce and is a partner in a tax planning and consulting firm, Clement Tax Services, LLC. Advice To Thrive provides discretionary investment management along with bundled financial services such as financial, tax, estate, and insurance planning for business owners, high-net-worth individuals, and multigenerational families. The firm employs fundamental analysis, strategic asset allocation, and Modern Portfolio Theory to build primarily long-term portfolios, while also incorporating short-term and hedging strategies as needed.

Catherine Curtis is a CFP® professional with 13 years of experience in financial planning. She is the sole advisor at Curtis Financial Planning, an independent firm she has led since 2013 in Oakland, CA. Curtis Financial Planning provides fee-only financial planning and investment management to individuals, families, and small-business owners, with a focus on the financial planning needs of women. The firm employs a strategic asset allocation process using diversified portfolios and operates as a fiduciary, offering educational seminars and maintaining a business continuity agreement with another fee-only advisory firm.