As a Registered Investment Advisor (RIA), Martin Garrett provides both comprehensive financial planning and investment management under one roof. This coordinated approach allows us to align your investments with your broader life goals—helping you build long-term financial confidence while managing risk along the way. We believe financial planning should be personal, not generic. That’s why we take the time to understand your current situation, your priorities, and what matters most to you before developing a strategy tailored to your life. Our role goes beyond managing investments—we help organize the bigger financial picture so all the moving parts work together. Most people have a CPA, investment advisor, insurance agent, and estate attorney all working separately. Unfortunately, that often leads to gaps, missed opportunities, and strategies that unintentionally conflict with one another. At SEA, we help coordinate taxes, investments, risk management, and estate planning into one integrated strategy centered around your goals. We primarily work with business owners, professionals, and families seeking thoughtful, long-term guidance—not just investment management or one-time transactions. Whether you’re getting financially organized for the first time or managing a more complex situation, our goal is to simplify the process and provide clear direction. The best first step is simply a conversation to determine whether we’re the right fit for one another.

John Bell is a CFP®-certified financial advisor with 21 years of industry experience. He is currently the sole advisor at Free State Financial Planning, LLC, having previously worked at Charles Schwab and Ameritrade, Inc. Beyond his advisory work, he serves as a FINRA arbitrator and acts as the financial secretary and council member of St. Paul's Lutheran Church, where he manages donation tracking and budgeting. Free State Financial Planning LLC provides fee-only financial planning services to individuals, high-net-worth clients, and businesses. The firm’s guidance is based on Modern Portfolio Theory, emphasizing passive investments through low-cost ETFs and no-load mutual funds, and focuses on delivering educational resources without discretionary investment management.

Blue Advisors is a fee-only financial planning and investment management firm based in Columbus, Ohio, serving retirees and busy professionals throughout the region and across the United States. My mission is simple: to help you achieve your financial goals through clear advice, education, and a commitment to your best interests—always. Why Blue Advisors? Fiduciary Oath: As a fee-only, fiduciary advisor, I am legally obligated to put your interests first. I do not sell products or earn commissions—my only job is to give you expert, unbiased advice. Education First: I believe that informed clients make better decisions. I'm here to demystify financial planning and investment management, empowering you with the knowledge you need to succeed. Low, Transparent Fees: My fee-only structure means no hidden costs or sales pitches—just straightforward, affordable advice. Personalized Service: By limiting the number of clients I work with, I ensure you receive the attention and tailored solutions you deserve. My Philosophy There's nothing new about sound financial planning and investment management. While laws and regulations may change, the core principles that drive long-term success remain unchanged. History has shown that the fundamentals work—there are no secret shortcuts or magic products. My role is to help you apply these time-tested strategies to your unique situation. My Process: Simple, Secure, Supportive I understand that choosing or changing a financial advisor can feel overwhelming. That's why I've created a straightforward, stress-free process: Get Acquainted: We start with a relaxed, no-pressure conversation to understand your goals, concerns, and what prompted you to seek guidance. It’s an opportunity for you to ask questions and see if we’re the right fit. Secure Information Sharing: If you decide to move forward, you’ll share your financial information through safe, encrypted tools. Your privacy and security are always my top priority. Personalized Planning: I review your documents, assess your current financial picture, and create a clear, comprehensive financial plan and investment strategy tailored to your goals, values, and long-term aspirations. We walk through everything together so you feel confident, informed, and in control. Ongoing Guidance: Your financial life isn’t static—and your plan shouldn’t be either. As laws, markets, and life circumstances change, I’ll be there to adjust your plan, answer questions, and provide ongoing education and support. Let's Take the First Step—Together Taking that first step toward financial clarity can be intimidating. My goal is to make it as easy and comfortable as possible. At Blue Advisors, you'll find a trusted partner—one who listens, educates, and guides you every step of the way. Ready to start your financial journey? Let's connect and build your brighter financial future together. .

Ryan Melnyk is a financial advisor at Manzanita Wealth Management LLC with two years of industry experience. He earned his Series 65 designation in 2024. Manzanita Wealth Management LLC provides fee-only investment management, financial planning, and retirement plan consulting to individuals and employer-sponsored plans. The firm employs a mix of passive and active strategies guided by asset-allocation principles and client risk tolerance, including a taxable-only investment tier that uses derivatives with client approval and active risk controls.

Matthew Pierce discovered his passion for investing during his junior year of college at Syracuse University and never looked back. While his degree in International Relations serves him well particularly with the seemingly rising influence of geopolitics in markets, his knowledge in the world of finance and economics has all come from rigorous self-study including completion of the CFA curriculum. Matthew, at his core, is a student of the markets and history. Matthew is a CFA® charterholder with over seventeen years experience in wealth management. Prior to starting Saecula Wealth he was the head of investments for two larger RIAs. He served as a Senior Portfolio Manager for Austin Wealth Management and the Director of Research and Trading for the Wealth Consulting Group. He began his career as a Relationship Manager for United Capital of Las Vegas.

Christopher Swan is a CFP® professional with nine years of industry experience. He is the sole advisor at Retire With Swan, an independent firm he founded in 2020. Prior to this, he worked at Merrill Lynch, Charles Schwab, & Edward Jones. Retire With Swan focuses on retirement-centered financial planning and discretionary investment management for individual and high-net-worth clients. The firm employs a goals-based, long-term investment approach emphasizing strategic asset allocation, diversification, and regular portfolio monitoring.

Here's the final version: Kurt Brucker is a CFP® and Series 66-registered advisor with eight years of experience in financial planning. He founded Brucker Wealth in 2025 after nearly eight years at Oxygen Financial, where he worked with hundreds of clients and built a planning practice grounded in relationships, not transactions. His path to advising started with an internship doing stock research for an RIA. He enjoyed the investment side of it, but realized he was more drawn to the people than the portfolio analysis. That instinct has shaped everything since. Growing up, Kurt watched his parents navigate both success and hardship at different points in their lives. That perspective is part of what makes him effective in this seat. He understands that a financial plan has to hold up under pressure, not just favorable conditions. Brucker Wealth serves Christian couples and professionals who want a planning relationship where faith is part of the conversation. Kurt prays with clients, helps them define what faithful stewardship looks like in their specific season, and works with them to identify finish lines so they can live generously rather than just accumulate. On the investment side, portfolios are built around what clients actually believe in: broadly diversified across asset classes, with selective exposure to thematic opportunities where conviction and evidence align. Planning covers investments, taxes, estate, and insurance as one connected picture. He is based in Atlanta, Georgia, where he lives with his wife and two daughters.

Dr. Preston D. Cherry, CFP®, is a Houston-based, flat-fee fiduciary financial advisor and Founder & CEO of Concurrent Wealth Management, an independent wealth management firm serving clients nationwide. He works with high-income Gen X professionals, business owners, and oil and gas executives, providing all-inclusive, comprehensive financial planning with integrated investment management through a dollar-based flat-fee model. His work helps executives and business owners coordinate investment management, tax planning, retirement income and withdrawal strategies, cash flow, and estate planning needs. For oil and gas executives, he addresses how company stock, equity compensation, deferred compensation, pensions, and career timing affect the broader financial plan. Areas of focus include RSUs, PSUs, stock options, ESPPs, concentrated company stock, and the transition from a successful career into retirement or work-optional living. He helps clients understand their choices, evaluate tradeoffs, and coordinate decisions across their financial lives. His Financial Harmony™ approach brings financial planning and wealth psychology together, aligning clients’ resources with their values, relationships, and life priorities. He helps clients build and preserve wealth while developing the confidence to use it intentionally, enjoy life today, and prepare for tomorrow. Dr. Cherry is the author of Wealth in the Key of Life, published by Wiley. His financial insights have been featured in The Wall Street Journal and Kiplinger, and he has appeared on CNBC Arabia and Schwab Network. He meets with clients in Houston and virtually nationwide.

Christopher (Chris) Pfau, CPA, CFP®, is the co-founder of Lakemont Financial Group and founder of Lakemont Wealth Management, with more than 15 years of experience in accounting, tax, and financial advisory services. Chris founded Lakemont Wealth Management to integrate tax strategy, investment management, retirement planning, and estate planning into a comprehensive approach that helps clients protect what they've built and work toward their long-term financial goals. The firm serves business owners, high-net-worth individuals, and attorneys, with a focus on personal injury and other contingency-fee attorneys.

Aloha! I'm Skyler Stokes, CEPA®, AIF®, and founder of Aloha Wealth Partners, based right here on the coast in Cardiff, CA. With over a decade in the industry, I built my practice around a simple idea: financial advice should feel like a conversation with someone who actually has your back, not a sales pitch. I work closely with real estate professionals, high income business owners, and accredited investors, helping them think through 1031 exchanges, Delaware Statutory Trust (DST) investments, pre-IPO access, and private credit opportunities. Much of my work is planning and consulting focused, built around your goals rather than a product. Outside the office, you'll find me experimenting with wood-fired pizza, chasing down a good Calabrian wine, or just enjoying the surf, which makes this part of San Diego home. If you're looking for a partner who brings clarity, honesty, and a little bit of aloha to your financial life, I'd love to talk story.

Brian Littlejohn is a CFP® and CFA® credentialed financial advisor with 19 years of industry experience. He is the sole advisor at Sherwood Wealth Management, an independent firm based in Basalt, Colorado. His prior work includes roles at Opus Financial Solutions LLC and Sherwood Investment Management LLC. Sherwood Wealth Management serves a selective group of individual clients, providing comprehensive financial planning, investment consultation, and discretionary portfolio management. The firm employs a documented, disciplined process that incorporates fundamental, technical, and cyclical analysis to build diversified portfolios tailored to client risk tolerances.

With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals. If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place. Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates. He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value. As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele. He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.

Cyrus Eslami is the principal advisor at Eslami & Co. Wealth Management, LLC, an independent firm based in Glen Ridge, NJ. He holds a Series 65 designation and has one year of industry experience. Outside of his advisory role, he is the founding engineer at Warmer, a company that develops AI-powered software to streamline financial advisor workflows, and he independently develops automated and semi-automated mid-frequency trading strategies in U.S. futures markets. Eslami & Co. provides discretionary investment management and financial planning services to individuals and high-net-worth clients using a blended active/passive approach across ETFs, mutual funds, and alternative risk premia. The firm incorporates tax-aware overlay strategies via third-party Sub-Advisors and manages client portfolios with a focus on verification and ongoing monitoring of these engagements.

Marc Lescarret is a CFP®-certified financial advisor with over twenty years of experience in investments and tax mitigation. He is the sole advisor at Marc Alan Wealth Management LLC, an independent firm he has led since 2021. Before founding his firm, he worked in investment research and served high-net-worth individuals. Marc Alan Wealth Management LLC serves high-net-worth individuals, especially landlords and wealthy individuals who prioritize advanced tax mitigation and need the oversight of a fiduciary who does not collect Referral fees from agents he recommends or commissions from products he sells. My niche is: 1. Insane portfolio tax avoidance 2. Real Estate and Landlord tax shelters 3. FEE Only, so no product pays me a commission, and I take that step further so no person pays me any referral fee, aka a personal advocate and fiduciary Who I serve: I primarily serve landlords and tax concerned individuals age 40+ who have a net worth of over one million. You are never alone, we own your problems with you and tackle them together.

At JGR Financial Solutions, we know you need confidence that your financial game plan will carry you both to and through retirement. At this stage in your career, questions begin to pop up: Have we saved enough? Is our financial plan solid? Is my portfolio performing the way it needs to? Am I on track to live the life after retirement that I’ve dreamt of? It’s natural to feel a bit uneasy since every money move you consider at this stage can be costly. You deserve to have complete confidence that your financial plan will hold steady through your golden years. We understand everybody has a different definition of what financial success looks like and you’re trying your best to avoid the unknowns and making mistakes. You’ve worked hard and you deserve to spend your time how you want—both now and in the future. As a CERTIFIED FINANCIAL PLANNER practitioner and independent fiduciary who has helped hundreds of clients build a comprehensive retirement roadmap, we’ve seen firsthand that there are many things you can DIY, but making a plan for your money and retirement is not one of them. Ready to ensure your money is set up to actively create the life you want? Step 1: Discover During your discovery call, we'll unpack your goals, answer your questions, and map out a few helpful next steps. Step 2: Design We'll work one-on-one to turn those goals into a comprehensive retirement roadmap that will give you confidence and guide your retirement planning and financial decisions. Step 3: Deliver With your retirement roadmap in place, we'll implement everything and schedule routine check-ins to ensure your portfolio and plan stay on track. Schedule your discovery call today!

I’m Gabriel Kaplan, CFP®, CPA, and founder of Wealth Habits, an integrated financial planning and investment management firm. I help busy professionals, tech employees, founders, and business owners make better financial decisions across investments, taxes, equity compensation, retirement, cash flow, and estate planning. My work includes strategies for ISOs, NQSOs, RSUs, retirement plans, tax-efficient investing, business transitions, and major life decisions such as buying a home or preparing for retirement. Before founding Wealth Habits, I worked in asset management, tax, and consulting. I hold an MBA from NYU Stern, a Master’s in Business Taxation from USC, and a BSE from the University of Pennsylvania. As a fee-only advisor, I believe financial advice should be tailored, practical, and always aligned with the client’s best interests.

I'm Ryan Hammett, founder of Kimberlite Financial Services, an independent, fee-based registered investment adviser in Layton, Utah, serving families across the Wasatch Front and Park City. Before founding Kimberlite, I partnered in a day trading practice — where I learned firsthand what it actually takes to make money in markets — then spent years inside the big houses at Fidelity Brokerage Services and E*TRADE from Morgan Stanley. That inside view showed me both how the industry works and where it falls short: clients are often shown only the in-house options, not every available avenue. Along the way I passed the FINRA Series 3, 7, 9, 10, 63, and 66 exams — covering commodities and futures, general securities, securities sales supervision, and state law for both securities agents and investment adviser representatives. I also hold Utah insurance licenses in life, health, and property & casualty. At Kimberlite, I bring traditional planning and digital assets under one roof. My view on crypto is measured: Bitcoin won't replace the dollar, and it isn't a scam — the right amount in the right portfolio, held with patience, can be a meaningful piece of a long-term plan. Every account is non-discretionary, which means you approve every trade. No surprises. I might be a fit if you want a real plan instead of a default one — whether that's crypto alongside a 401(k) or tax-efficient retirement withdrawals. I'm probably not, if you're looking for hot tips or someone to trade your account without you. Off the desk: married almost fifteen years, one thirteen-year-old daughter who is my whole world, and a garage full of boards — skate, snow, and wake, in season order. Independent | Fiduciary | Fee-Based

Eric Cooper has spent his life building and leading. From starting his first business at 15 to founding the Sooner family of companies, he has always been driven by a singular purpose: helping people align their wealth with their values and create a life of clarity, impact, and freedom. For 14 years, Eric has navigated nearly every corner of the financial industry, banking, insurance, wealth management, business consulting, only to discover the same problem repeated everywhere: fragmented advice. Traditional firms prioritize scalability and products, leaving clients with disjointed strategies and blind spots that hold them back. Eric built Sooner Private Financial Council to change that. Acting as an integrated command center, his team brings together six essential disciplines: advanced tax planning, wealth management, income planning, risk management, estate and legal strategy, and business value acceleration. This unified approach helps purpose-driven clients break free from confusion, outgrow outdated teams, and achieve total command over their financial lives. Clients who once felt overwhelmed or uncertain experience a powerful shift: from reactive to proactive, from imposter syndrome to absolute confidence. This is the transformation Eric lives to create, turning wealth into a force that reflects who you are and what you stand for. A national champion public speaker, devoted husband, and father of five, Eric lives in New Hampshire, where he pursues wild places as a hunter, coaches youth basketball, and continues his lifelong study of leadership and building things that matter.

Kevin Feig is a CFP®, CPA, CFT™, professional affiliated with Walk You To Wealth in Dover, MA, with over 20 years of industry experience including executive-level roles at Fidelity Investments and digital asset firms such as Coinbase and Kraken. He currently serves as an Adjunct Professor of Financial Planning at Columbia and Regis Colleges. Walk You To Wealth provides financial coaching and comprehensive planning to individuals and families, including portfolio management and money-mindset coaching for a flat monthly fee.

Meet Joe Petry, Ph.D., CFP®, EA, CRPC®— Passionate hooper, hiker, and dog lover who founded Mayfair Financial. -Ph.D. in Economics and a Master's in Personal Financial Planning. -Extensive academic and professional background in teaching finance and economics at renowned institutions. -Certified Financial Planner™ and Chartered Retirement Planning Counselor®. -Has received awards for his volunteerism and leadership. -He believes in the power of random acts of kindness to make the world a better place. Fun Fact: Joe and his neighbors are now novice beekeepers.