Joseph Menconi is a CFP® professional with 20 years of industry experience. He has worked at Heritage Drive Wealth Management LLC since 2020 and previously spent 24 years at JMG Financial Group, Ltd. in Naperville, IL. Heritage Drive Wealth Management provides asset management and fee-based financial planning services to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis with strategic and tactical asset allocation, managing individualized portfolios primarily composed of mutual funds, ETFs, exchange-listed securities, and fixed-income instruments.

Andrew Nunnally is a financial advisor at Alpha-Tech Investments, LLC in Houston, TX, with five years of industry experience. He holds a Series 65 designation and has worked in roles at Arena Energy, Prescryptive Health, Marathon Oil, and DNC Technology. Outside of advising, he has worked as a sales analyst for Prescryptive Health, a digital health company focused on prescription intelligence platforms. Alpha-Tech Investments is a single-advisor independent firm providing discretionary asset management and portfolio supervision for individuals, corporations, and other entities. The firm employs a research-driven process combining fundamental analysis, technical methods, and modern portfolio theory, managing a diverse range of assets typically on a discretionary basis.

Gabriel Katzner is a CFP® professional with five years of experience at Frame Wealth Management and over 17 years as a solo attorney at Katzner Law Group, P.C., specializing in estate planning, asset protection, and estate administration. He operates out of Carlsbad, CA, combining financial advisory with legal expertise in his practice. Frame Wealth Management offers a “Personal Chief Financial Officer” style wealth management program focused on discretionary investment management, advanced planning, and financial planning for individuals, trusts, and charitable organizations. The firm’s approach is based on Modern Portfolio Theory and a long-term, buy-and-hold strategy utilizing diversified asset-class exposure primarily through no-load mutual funds and ETFs, and includes affiliated legal services for estate and asset protection planning.

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 credentials and 37 years of industry experience. He has worked at firms including Muriel Siebert & Co., Dawson James Securities, and BTIG LLC. Comer also serves as a trustee and deputy mayor for the Village of Baxter Estates, a role he holds without compensation. Family Office Advisors LLC is a multi-family office providing wealth management counsel to families, trusts, and high-net-worth individuals. The firm offers comprehensive advice across financial planning, estate and tax strategy, insurance, real estate, and business matters, using an open-architecture model that coordinates implementation through outside professionals while focusing on due diligence and manager selection.

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 in San Antonio, TX, holding a ChFC® designation and Series 63 and 65 licenses with 26 years of industry experience. His career includes three years at Wells Fargo Clearing before founding his current firm, where he has been providing advisory services since 2003. Don A. Slabaugh, LLC offers discretionary portfolio management primarily for individual investors, focusing on equity portfolios with an emphasis on mid- to large-cap common stocks that have dividend potential above risk-free returns. The firm employs a combination of fundamental analysis from multiple analysts and technical charting for investment selection and timing, maintaining relatively concentrated portfolios typically consisting of 10 to 20 holdings.

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 founder and sole advisor at Wood River Consulting, an independent registered investment adviser based in Hailey, Idaho. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to establishing Wood River Consulting in 2018, Sundberg was self-employed for two years. He is also the founder of Snake River Venture Partner, a defense technology and national security venture firm, and is involved with WYO-VC, a venture capital firm focused on networking and investor introductions. Wood River Consulting serves individuals, high-net-worth clients, and pension/profit-sharing plans, offering discretionary portfolio management and pension consulting services. The firm employs strategic asset allocation with mutual funds and ETFs, incorporating fundamental analysis, modern portfolio theory, and technical analysis in its investment approach.