Joel Karpinski is the principal of Karpinski Financial, LLC in Scottsdale, AZ, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Purshe Kaplan Sterling Investments from 2012 to 2016. Karpinski Financial, LLC provides fee-for-service financial planning and investment management to individuals, businesses, and trusts, serving mainly mainstream individual households along with some high-net-worth or accredited clients. The firm offers both Strategic Asset Management and Active Management programs, tailoring portfolios across various asset classes and managing accounts on a discretionary or non-discretionary basis.

Vanessa Friedman is the sole advisor at She Wealth Advisors LLC in Agoura Hills, CA, holding a Series 65 license with one year of industry experience. Prior to founding her firm, she operated Ergonomic Connection, an ergonomic furniture company, for over two decades and currently provides administrative support to Awaken Therapy Center, a mental health services provider. She also offers educational coaching and training related to investment strategy, market behavior, and risk management. She Wealth Advisors serves high-net-worth individuals, families, and small institutions with discretionary portfolio management, financial coaching, and third-party planner referrals. The firm employs a combination of fundamental, technical, and quantitative analyses to deliver actively managed investment strategies tailored to client goals.

Darren Spreeuw is a financial advisor with Aviator Wealth Group in Denver, CO, holding a Series 66 credential and nine years of industry experience. Prior to founding Aviator Wealth Group in 2024, he worked at Ratio Wealth Group, LLC from 2016 to 2024 and MML Investors Services from 2016 to 2019. He serves as chairman of the board for the Colorado Student Leaders Institute, a nonprofit organization. Aviator Wealth Group provides investment management and financial planning services to individuals, trusts, foundations, estates, charitable organizations, corporations, and business owners. The firm utilizes a top-down, macro-environmental approach to asset allocation combined with fundamental, quantitative, and technical analysis, offering tailored portfolio management and consulting services including generational transitions and business exit planning.

Jeffrey Mcgovern is a Series 65-licensed financial advisor with 13 years of industry experience. He is currently the sole advisor at Haven Wealth Planning, where he has worked since 2022. Prior to that, he spent six years at Buckingham Strategic Wealth, LLC. Haven Wealth Planning provides discretionary investment management and financial planning services primarily for individual and high-net-worth clients. The firm employs an evidence-based, passive investment approach grounded in Modern Portfolio Theory and the Fama–French framework, often utilizing index mutual funds and ETFs, and integrates financial planning with investment advice.

Timothy Caban is a CFP® with 16 years of experience in financial advising. He has been with Copper Beech Advisors, LLC since 2009, where he is the sole advisor. The firm provides fee-only financial planning and investment advisory services to individuals and small business owners, offering comprehensive planning that includes tax, estate, retirement, and risk management. Copper Beech Advisors manages approximately $65 million in client assets for around 150 clients, using a fixed retainer fee model rather than percentage-based fees, and emphasizes tailored portfolios based on client objectives and non-discretionary account management.

Eric Cerrone is a financial advisor at Harborside Capital with six years of industry experience. He holds a Series 65 designation and has worked at Harborside Capital since 2019, following a prior tenure at Liberty Capital Inc from 2006 to 2022. Harborside Capital provides discretionary portfolio management and advisory services to individuals, including high-net-worth clients, as well as entities such as LLCs, corporations, and trusts. The firm combines medium- to long-term positions with selective short-term trading, employing a range of analytical methods and actively trading derivatives, futures, options, and digital assets within client accounts.

Jason Goosen is a financial advisor at Rapids Financial LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Mutual Advisors, LLC, Eagle Strategies, and New York Life Insurance Company. Outside of his advisory role, he is a staff accountant at Brohl Tax & Accounting, PLLC, and a licensed insurance agent. Rapids Financial is a state-registered investment adviser offering discretionary wealth management and financial planning to individuals and high-net-worth clients. The firm uses a fundamental analysis approach to construct diversified portfolios primarily with low-cost mutual funds and ETFs, and it sponsors a wrap-fee program that consolidates transaction costs into a single asset-based fee.

Sam De Green is the principal advisor at DeGreen Private Wealth, LLC in Scottsdale, AZ, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Allworth Financial, L.P. and DeGreen Capital Management, LLC. Before entering the financial industry, he worked at Berklee College of Music for four years. DeGreen Private Wealth provides investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm offers tailored portfolios using a range of securities and employs diverse analytic methods, including fundamental and quantitative analysis, along with corporate planning services and oversight of third-party managers.

Carlos Lopez Jr. is the sole advisor at Two Pillars Asset Management in Frisco, TX, with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at the firm since 2019, following two years at CWM Advisors, LLC d/b/a Inspire. Two Pillars Asset Management is an independent registered investment adviser serving individuals, high-net-worth clients, ERISA plans, and charitable organizations. The firm combines faith-based investing with quantitative and fundamental analysis, providing discretionary portfolio management, financial and estate planning coordination, and model portfolio services.

Bruce Fleet is the sole advisor at Fleet Capital Management, LLC, an independent firm based in Boulder, CO. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. Fleet has led his firm since 2006. Fleet Capital Management, LLC is a fee-only investment adviser serving individuals, high-net-worth families, trusts, foundations, and charitable institutions. The firm focuses on discretionary portfolio management with an emphasis on downside protection and risk management, utilizing quantitative techniques grounded in Modern Portfolio Theory.

Christopher Hannan is a financial advisor with Devil Mountain Investment Management in Austin, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at W.R. Hambrecht + Co., LLC from 2014 to 2017 and has been with Devil Mountain since 2009. Devil Mountain Investment Management serves individual and high-net-worth investors with financial planning and portfolio management, also providing fiduciary investment services to retirement plans and institutional clients. The firm emphasizes a non-discretionary, ETF-first approach with personalized asset allocation and risk management strategies, managing approximately $42.56 million in assets.

Michael Sommer is the Principal and sole advisor at Alaminos Wealth Planning in Dublin, Ohio. He holds a Series 65 designation and has prior experience at Protiviti, Vaco LLC, Lowe's Home Centers LLC, and The Scotts Company LLC. Additionally, he is the principal of Perugia Insights LLC, an independent corporate finance consulting firm. Alaminos Wealth Planning provides investment management, financial planning, and targeted financial analyses to individuals and high-net-worth clients. The firm also offers educational seminars to small businesses, corporations, and nonprofits, employing a personalized investment approach that combines fundamental and cyclical analysis with modern portfolio theory.

Sergey Zaytsev is the sole advisor at zQuant Advisory, LLC, an independent firm based in Scottsdale, AZ. He holds a Series 65 designation and has four years of industry experience. Outside of his advisory role, he owns small computer software companies and is occasionally involved in computer consulting and product development. zQuant Advisory provides portfolio management, financial planning, and pension consulting to individual and high-net-worth clients. The firm employs a combination of quantitative, cyclical, and fundamental analysis, applying modern portfolio theory to construct portfolios tailored to each client’s risk profile and investment goals.

Ariel Tavor is a financial advisor at Lions Financial Advisory in New York, NY, with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Penn Mutual and Hornor Townsend & Kent Inc. Outside of advisory work, he serves as a board member and treasurer for a local charity and is involved in technology and marketing consulting as well as travel consulting businesses. Lions Financial Advisory is an independent firm serving individuals, high-net-worth clients, charitable organizations, and business entities. The firm provides discretionary portfolio management and written financial planning using multiple analytical methods, with customized management aligned to clients' objectives and risk tolerances.

Katrina Riddick is the President and CEO of People First Financial Advisors with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Percival Financial Partners and Faim Group Strategic Solutions Center. Her work includes providing financial advisory consulting to state and local governments on debt issuances and consulting for small and start-up minority-owned businesses. People First Financial Advisors is an independent, single-advisor firm that primarily serves government and quasi-government issuers, focusing on municipal financial advisory services such as structuring bond transactions and acting as a bidding agent for investments of bond proceeds. The firm provides non-discretionary advisory support and emphasizes a municipal-advisory focus with regulatory standing as a municipal advisor.

Aimee Hatlestad is a CFP® with 12 years of industry experience, currently leading The Hatlestad Group since 2018. Prior to founding her firm, she worked at Bond & Devick Wealth Partners and BGM Wealth Management. She serves as Treasurer for the Ripley Memorial Foundation, a nonprofit organization. The Hatlestad Group provides investment management, financial planning, and consulting to individuals—including high-net-worth clients—as well as institutional and fiduciary entities. The firm customizes portfolios using a range of analytical methods and offers services on both discretionary and non-discretionary bases.

Brian Hennessy is a CFP® professional with 14 years of industry experience. He is the principal and owner of Hennessy Financial Services in Medford, MA, and has worked concurrently at Stage Harbor Financial, LLC since 2018. He has prior experience at Mass General Hospital and holds a Notary Public designation in Massachusetts. Hennessy Financial Services is an SEC-registered, single-advisor firm providing discretionary portfolio management to individuals, high-net-worth clients, and institutional accounts. The firm creates customized investment strategies based on clients’ objectives and risk tolerance, primarily focusing on equities, corporate debt, and mutual funds, and manages roughly $13.2 million in discretionary assets.

William Hays is a CFP® professional with 42 years of industry experience, currently serving as the sole advisor at WLH Management Co., Inc. in Collierville, TN. He has been with WLH Management since 2008 and maintains a longstanding affiliation with Arlington Securities, Inc. since 1990. Outside of his advisory work, he is involved with Cheers Wine & Spirits. WLH Management Co., Inc. provides portfolio management and financial planning services to individual and high-net-worth clients, tailoring investment strategies to client-specific goals and risk tolerances. The firm uses a combination of mutual funds, insurance products, and both long- and short-term trading strategies, conducting regular account reviews to manage client assets in-house.

Timothy Cheng is the principal of Cheng Wealth Management, LLC in San Dimas, CA, with 11 years of industry experience. He holds the CFA® designation along with Series 63 and Series 65 licenses. Cheng has led his independent firm since 2014, applying his background in institutional research to his practice. Cheng Wealth Management, LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and pension and profit-sharing plans. The firm emphasizes strategic asset allocation and enhanced indexing with a focus on diversification, low-cost mutual funds, and the use of alternative assets, serving a small client base with quarterly portfolio monitoring and rebalancing.

Kurt Ours is the sole advisor at Virescent Financial LLC in Houston, TX. He holds a Series 65 designation and previously worked at Occidental Petroleum Corporation for 11 years before founding Virescent Financial in 2025. Virescent Financial is an independent, fee-only registered investment adviser that provides comprehensive financial planning and discretionary investment management services to individuals and high-net-worth clients. The firm employs a combination of fundamental analysis and Modern Portfolio Theory, emphasizing asset allocation and passive investment vehicles, and uses non-traditional fee structures including hourly and project-based fees rather than asset-based charges.