Michael Miller is a Certified Financial Planner® with 20 years of industry experience. He has been the principal advisor at Miller Premier Investment Planning LLC since 2007. His background includes military service, and he is involved in community activities such as pro bono debt counseling, financial literacy instruction, and volunteering with homeless ministries. Miller Premier Investment Planning LLC is an independent, fee-only firm serving individuals and families, primarily focusing on retirement planning and wealth management. The firm emphasizes asset allocation and fundamental analysis, providing personalized financial planning and investment management with a hands-on approach.

John Knox is a financial advisor at Jadwin Asset Management LLC in Greenwich, CT, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Jadwin Asset Management since 2020, following roles at tru Independence Asset Management and Bessemer Investor Services, Inc. Jadwin Asset Management is a single-advisor independent investment adviser managing approximately $49.3 million across 23 client relationships. The firm provides discretionary and non-discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, utilizing both fundamental and technical analysis primarily through direct securities and ETF allocations.

Charles Comer is a financial advisor with Family Office Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has held various roles at firms including Muriel Siebert & Co., LLC, Dawson James Securities, Inc., and Btig LLC. Outside of his advisory work, Comer serves as Trustee and Deputy Mayor for the Village of Baxter Estates, NY, a position he has held since 2001. Family Office Advisors LLC operates as a multi-family office providing wealth management counsel to high net worth families, trusts, and individuals. The firm offers comprehensive financial planning and investment guidance using an open-architecture investment model, outsourcing portfolio management to independent third-party managers while conducting due diligence and monitoring performance.

Lionel Shaw is a financial advisor at Caritas Investment Advisors LLC in San Francisco, CA, with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Summit Financial Group Inc and Summit Brokerage Services, Inc. In addition to his advisory work, he is a licensed real estate agent representing buyers and sellers in residential real estate transactions. Caritas Investment Advisors provides discretionary investment supervisory services and individual portfolio management to a diverse client base, including individuals, charitable organizations, corporate non-profits, endowments, and public pension plans. The firm focuses on low-cost, index-oriented strategies using ETFs and employs a mix of quantitative, fundamental, and technical analysis within its asset allocation framework.

Hardik Patel is the principal of Trusted Path Wealth Management, LLC in Santa Rosa, CA. He holds a Series 65 designation and began his advisory career in 2025. Prior to founding his firm, he worked as a lead software engineer at Williams-Sonoma Inc., where he continues to hold that role. He also serves as a board member of Catholic Charities of Northwest California. Trusted Path Wealth Management provides discretionary investment management and comprehensive financial planning primarily to individual and high-net-worth clients. The firm employs a blend of passive and active investment vehicles guided by modern portfolio theory and offers financial planning services on both a project and ongoing basis.

Christopher Vroom is a financial advisor at Atlas Meridian Capital LLC, holding the CFP® and CFA® designations with three years of industry experience. He previously worked at Roanoke Asset Management Corp. for six years and has been involved with ARTADIA since 2001, an organization supporting the arts. Atlas Meridian Capital primarily serves pooled vehicles and institutional investors while also providing portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs a multifaceted investment approach combining various analytical methods and offers a regularly published newsletter with specific investment recommendations.

Dennis O'Brien is a financial advisor at Coastal Financial Advisors, Inc. with 22 years of industry experience. He holds a Series 66 designation and has been involved in business consulting through Coastal Business Services, LLC, where he serves as president. Coastal Financial Advisors, Inc. is an independent, fee-only registered investment adviser serving individuals, corporations, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and portfolio management with a goal-based, individualized investment approach, and also provides fiduciary services for ERISA retirement plans and nonprofit endowments.

John Chladek is a CFP® with 20 years of industry experience and has been the sole advisor at Chladek Wealth Management, LLC since 2009. Based in Lenexa, KS, he holds Series 63 and Series 65 licenses. Chladek Wealth Management is an independent advisory firm serving individual and high-net-worth clients with financial planning and discretionary investment management. The firm employs modern portfolio theory and fundamental security analysis to create diversified, risk-based portfolios primarily using no-load mutual funds and ETFs, and offers both one-time and ongoing planning engagements.

Srinivasa Rao Katragadda is a financial advisor at VIVCAP LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Fair Isaac Corporation (FICO) for three years. Outside of financial advising, he is president of Softoholic Systems, LLC, a software design and development firm he has led since 2003. VIVCAP LLC provides discretionary and non-discretionary asset management services to individuals, high-net-worth clients, and small businesses, managing approximately $24.8 million across about 50 accounts. The firm combines fundamental and technical analysis to focus on long-term growth opportunities and offers educational seminars to the public at no charge.

William Hall is the sole advisor at William Wolcott Hall Investment Adviser, an independent firm based in Centennial, CO. He holds 26 years of industry experience and has operated his sole proprietorship since 1989. William Wolcott Hall Investment Adviser provides discretionary portfolio management primarily to high-net-worth individuals, trusts, and investment companies. The firm focuses on high-quality, medium-to-large-cap value and growth stocks, using objective relative-value screening, and maintains portions of portfolios in money-market funds and high-rated bonds to manage risk.

David Bartoski is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Forma Financial Planning in Boerne, TX. His prior experience includes roles at USAA and USAA Investment Management Company over the course of 11 years. Forma Financial Planning LLC is a fee-only registered investment adviser that offers discretionary investment management and comprehensive financial planning primarily to individuals and high-net-worth households. The firm employs an investment approach based on asset allocation principles from Modern Portfolio Theory, utilizing a mix of passive and active funds, ETFs, individual securities, and model portfolios to achieve diversification and tax efficiency.

Phillip Deboalt is a financial advisor at FD Wealth Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Strategic Advisors LLC and Fidelity in various advisory roles. He is also a licensed insurance agent involved in insurance and annuity product sales. FD Wealth Advisors provides discretionary investment management and ERISA plan advisory services primarily to institutional and retirement-plan clients. The firm employs fundamental and cyclical analysis alongside Modern Portfolio Theory to construct portfolios tailored to client objectives and risk tolerances, offering both asset-based and performance-linked fee arrangements.

Don Slabaugh is the sole advisor at Don A. Slabaugh, LLC, an independent firm based in Boyne City, MI. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 25 years of industry experience. Slabaugh has led his firm since 2003. Don A. Slabaugh, LLC provides discretionary portfolio management services primarily to individual investors with accounts including IRAs, trusts, and taxable accounts. The firm manages approximately $30 million across about 30 client relationships, focusing on concentrated equity portfolios of mid- to large-cap stocks with dividend prospects, supplemented by fixed income and cash instruments. The investment approach combines fundamental and technical analysis, with discretionary trading authority and a longer-term horizon.

Jared Cutler is the sole advisor at Five Factor Capital Advisors, an independent firm based in Rye Brook, NY. He holds Series 63 and Series 65 licenses and has 8 years of industry experience. Jared has been with Five Factor Capital Advisors since 2010. Five Factor Capital Advisors serves individuals, high-net-worth clients, and institutional accounts such as pensions and endowments. The firm emphasizes long-term, asset-allocation oriented portfolios grounded in modern portfolio theory, providing portfolio management and individualized investment policy statements while outsourcing administrative functions and utilizing specific custody and execution arrangements.

Rafael Cuchacovich is a financial advisor at Steerson Advisors with a Series 65 designation and six years of industry experience. He previously worked at DND Private Investments for one year before becoming an independent financial advisor. Steerson Advisors LLC provides non-discretionary portfolio management and investment advice to high-net-worth Qualified Clients. The firm uses a combination of fundamental, macroeconomic, and cyclical analysis to create customized equity and fixed-income portfolios and operates primarily on a performance-based compensation model without discretionary trading authority.

Anthony Park is a financial advisor at Panoptic Global Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has been with Panoptic Global Wealth Management since 2011. In addition to his advisory role, he is an independent insurance agent in Arizona. Panoptic Global Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, personal trusts, estates, and retirement plan sponsors. The firm employs a long-term, fundamental analysis-based investment approach, combining pension plan consulting with retail financial planning for non-high-net-worth clients.

Steven Sundberg is the sole advisor at Wood River Consulting with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fidelity Investments and as a self-employed advisor prior to founding Wood River Consulting in 2018. Sundberg is also involved in venture capital and defense technology through his roles with Snake River Venture Partner and WYO-VC. Wood River Consulting is an independent, single-advisor firm serving individuals, high-net-worth clients, and pension/profit-sharing plans. The firm provides discretionary portfolio management and pension consulting services, using model portfolios with mutual funds and ETFs that emphasize strategic asset allocation and long-term trading.

Jeffrey Wexler is a financial advisor with Wexler Enterprises in Brookfield, MA, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to founding Wexler Enterprises, he worked at Transamerica Financial Advisors and World Financial Group. He previously operated translation businesses under Wexler Enterprises, which provided document translation services until 2022. Wexler Enterprises serves a diverse client base including individuals, high-net-worth families, trusts, corporations, and retirement plans, offering investment management, financial planning, wealth management, and insurance producer services. The firm’s approach centers on a documented Investment Policy Statement and asset-allocation driven portfolios that include both traditional and alternative investments, alongside retirement-plan consulting and educational seminars.

Dennis O'Connor is the sole advisor at Brae Head, Inc. in Essex, CT, holding Series 63 and Series 65 credentials with 21 years of industry experience. He has been with Brae Head, Inc. since 1997. Brae Head, Inc. provides fee-only, discretionary portfolio management and basic financial planning to individuals, families, trusts, businesses, and retirement plans, including charitable organizations. The firm uses a disciplined, systematic investment process based on Modern Portfolio Theory and actively manages diversified equity and fixed-income portfolios, serving a relatively small client base with approximately $82 million in assets under management.

Alex Foster is the sole advisor at AF Capital Management, LLC in Marietta, GA, holding a Series 65 credential with 16 years of industry experience. He has managed AF Capital Management since 2009 and also publishes a personal options trading blog at MyTradersJournal.com. AF Capital Management provides investment supervisory services, financial planning, and retirement-plan advisory to individuals, trusts, and business entities. The firm offers a range of account management plans from passive to actively managed strategies, incorporating fundamental, technical, and cyclical analysis, with portfolios that may include stocks, bonds, ETFs, margin positions, and various options strategies.