Nicholas Baker is a financial advisor at AURE Investments in Tampa, FL, holding a Series 65 designation with six years of industry experience. His prior work includes roles at Fisher Investments, KPMG, Hecla Mining Company, and Babson College. AURE Investments provides discretionary investment management and retirement-plan advisory services to high-net-worth individuals, institutional accounts, and plan sponsors, including foundations, endowments, and corporations. The firm combines quantitative screening and qualitative analysis for portfolio construction and offers specialized services such as tax-loss harvesting and fiduciary education for 401(k) sponsors.

Lorna Hayden is the sole advisor at Greenwood Hayden Legacy Partners in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. She has led the firm since 2019 following several years on sabbatical. Greenwood Hayden Legacy Partners is a registered investment manager specializing in discretionary management of private pooled vehicles and single-investor funds for qualified eligible participants, institutional investors, and high-net-worth clients. The firm employs a diversified algorithmic fixed-income strategy using systematic, rules-based models that trade across multiple liquid markets, emphasizing transparency and institutional scalability.

Lauren Vignec is the principal of Vignec Financial LLC in Seattle, WA, holding a Series 65 designation with over 17 years of experience in wealth management. Prior to founding her own firm in 2025, she worked at Erickson Wealth & Tax Management for 16 years. Outside of advising, she prepares tax returns for an unaffiliated CPA firm during the initial tax season and owns a mobile video-game startup. Vignec Financial LLC is a newly registered investment adviser providing discretionary investment management and portfolio oversight primarily to individual clients. The firm employs a long-term, passive investment approach using risk-based model portfolios mainly composed of broadly diversified ETFs and mutual funds, with scheduled rebalancing and no market timing or individual security selection.

Austin Taylor is a CFA® charterholder and Series 63 licensee with seven years of industry experience. He has been the sole advisor at Bow Stream Investments LLC since 2015. The firm manages approximately $8.63 million in discretionary assets for a limited client base including individuals, trusts, charitable organizations, corporations, and certain institutional clients. Bow Stream Investments focuses on deep fundamental research in microcap and small-cap U.S. stocks, maintaining concentrated portfolios typically holding ten or fewer positions and employing strategies such as options and short sales as part of its investment approach.

Edward Neveleff is a financial advisor at Enroute Wealth Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at CUNA Brokerage Services, Inc. and NRL Federal Credit Union prior to joining Enroute Wealth Management in 2019. Outside of his advisory role, he operates Senior Insurance Services, providing long-term care insurance servicing. Enroute Wealth Management offers portfolio management and financial planning primarily to individual and high-net-worth clients. The firm focuses on mutual funds, ETFs, annuities, and Treasury Inflation-Protected Securities, applying fundamental analysis and modern portfolio theory through a non-discretionary, long-term investment approach.

Daniel Thompson Jr. is a financial advisor at First Class Wealth Management LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Omega Insurance Group LLC and Farm Bureau Financial Services. Outside of his advisory role, he serves as a high school soccer referee during the spring and owns Isaiah Trucking, Inc. First Class Wealth Management is a small independent advisory firm serving individual and high-net-worth clients with tailored investment policy statements and portfolio management. The firm employs a long-term trading approach that incorporates cyclical, fundamental, technical, and modern portfolio theory analyses, focusing on mutual funds, ETFs, real estate funds, fixed income, and annuities.

Richard Wright is the principal of R.L. Wright & Associates, LLC in Savannah, GA. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Wright has worked with multiple firms, including Hubric Tax Retirement Planning Consultants, Coastal Tax Centers, and his own advisory and insurance businesses. He also manages a tax preparation business and acts as an insurance agent in a separate capacity. R.L. Wright & Associates, LLC provides fee-based financial planning, portfolio management, and retirement-plan advisory services to individuals and qualified employer-sponsored plans. The firm customizes investment strategies to client objectives, offers periodic reviews, and may recommend and monitor third-party managers.

Jimmie Mendoza is a financial advisor at Cornerstone Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Asset Management since 2000. Outside of his advisory role, Mendoza is also employed as a benefits specialist. Cornerstone Asset Management provides personalized investment management and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with a core-and-satellite portfolio structure, focusing on globally diversified investments and individualized client reviews.

Patrick Kirwan is the sole advisor at Kirwan Capital in St. Joseph, Missouri, holding Series 63, 65, and 66 licenses with 22 years of industry experience. He serves as director of K Plus Angus Ranch, Inc. and K & K Farming, Inc., family-owned farming and land management companies. Kirwan Capital provides discretionary portfolio management and financial planning services to individuals, high net worth clients, charitable institutions, corporations, and other businesses. The firm employs an intrinsic value investment philosophy for individual stock accounts and a low-cost asset allocation approach for ETF accounts, with a long-term holding orientation and individualized tax considerations.

Robert Just is a CFP® with seven years of industry experience. He is the sole advisor at Main Street Wealth Management, LLC, where he has worked since 2019. Prior to that, he spent two years at Wolfson Wealth Management, LLC. Main Street Wealth Management provides portfolio management, financial planning, and ongoing pension and employee benefit plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a variety of analytical methods and typically recommends mutual funds and ETFs while also incorporating fixed income, REITs, annuities, and other instruments. It offers regular account monitoring and pension consulting services tailored to plan demographics and objectives.

Anthony Vasquez is a financial advisor at Avora Wealth LLC in San Antonio, TX, holding a Series 66 designation with four years of industry experience. His work history includes roles at Mass Mutual Investors Services and several independent advisory firms. Vasquez is also a licensed insurance professional in an individual capacity. Avora Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm focuses on discretionary portfolio management using ETFs, stocks, bonds, and mutual funds, while also recommending alternative investments and tax-qualified exchange vehicles, with an emphasis on private and alternative investments.

Alan De Flumere is the sole advisor at Covenant Financial Planning and Resource Management, Inc. in Memphis, TN, holding a Series 65 designation with 13 years of experience in financial advisory services. Prior to founding his firm in 2013, he worked at FedEx for 31 years. Covenant Financial Planning and Resource Management, Inc. provides financial planning and discretionary portfolio management, primarily using pooled investment vehicles such as mutual funds, index funds, and ETFs. The firm focuses on asset allocation, periodic rebalancing, and tactical adjustments, serving clients through both ongoing investment management and standalone financial planning engagements.

Gary Wrotny is the principal advisor at Watson House Investment Management, LLC in Bozeman, MT. He holds a Series 65 designation and has seven years of industry experience. His background includes self-employment prior to founding Watson House Investment Management in 2018. Watson House Investment Management is an independent firm offering fee-only, discretionary investment management and financial planning to individual and institutional clients. The firm manages approximately $20 million across 14 client relationships, using a combination of fundamental, technical, and macroeconomic analysis along with options and derivatives when appropriate.

Mostafa Omar is the sole advisor at Astrelle Capital LLC in Raleigh, NC. He holds a Series 65 credential and has two years of experience in financial advising. Prior to his current role, he spent eight years working in the restaurant industry with Lugano Ristorante, Cowfish Sushi Burger Bar, and Hibernian Co. Astrelle Capital LLC serves individuals, households, retirement accounts, trusts, and simple closely held entities with portfolio management and standalone financial planning. The firm emphasizes strategic asset allocation, tax-aware implementation, and risk controls, primarily using exchange-traded funds along with selective mutual funds, equities, fixed income, and cash equivalents.

Avelino Cortina III is the sole advisor at AC3 Capital, an independent firm based in La Jolla, CA. He holds Series 63 and Series 65 designations and has 30 years of industry experience. Cortina has led AC3 Capital since 2011. AC3 Capital provides wrap asset management and standalone financial planning primarily to high-net-worth individuals, as well as trusts, estates, and charitable organizations. The firm operates mainly on a non-discretionary basis, using a combination of technical, cyclical, and fundamental analysis to tailor portfolios according to client objectives.

Haddon Libby is a financial advisor at Winslow Drake, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Winslow Drake since 2017, following two years at Calton & Associates, Inc. Libby served as president of the Cathedral City Chamber of Commerce and is a contributing writer for a local weekly newspaper. Winslow Drake is a fee-only investment adviser serving under 100 clients with approximately $63.2 million in assets under management. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, using a multi-method investment approach and emphasizing client education through regular communications and local publications.

Mark Nasche is the sole advisor at Nasche Asset Management LLC in Overland Park, KS, holding Series 63 and Series 65 credentials with 41 years of industry experience. He previously worked at Oppenheimer & Co for 11 years before founding his current firm in 2020. Nasche Asset Management LLC provides asset management and investment advisory services to individuals, high-net-worth clients, families, and small businesses using separately custodied accounts. The firm employs a value-oriented, primarily long-term investment approach with tactical flexibility and manages accounts on a non-discretionary basis, requiring client approval before trades.

Roy Beyer is the sole advisor at Priority Financial Advisors, LLC in Frederick, MD, with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with Capwest since 2007 and the Wycoff Stock Market Institute since 1992. Outside of advisory work, he owns a music performance business providing live music at private events. Priority Financial Advisors is an independent registered investment adviser serving individual and high-net-worth clients with ongoing investment supervisory services and hourly financial planning. The firm uses a defined Investment Policy Statement tailored to each client and employs a mix of charting, fundamental, technical, and cyclical analysis to build diverse portfolios, while offering complimentary educational seminars and maintaining a very small client roster managed solely by the principal advisor.

I’m Beau Kemp, founder of Bugle Valley Retirement Income Planning. My career has been focused on helping people make thoughtful financial decisions, and I’ve developed a particular passion for helping clients navigate the transition from saving for retirement to actually living from their wealth. I believe retirement planning should be about more than simply determining whether you have “enough.” It should give you confidence in where you are, where you’re going, and how your financial decisions work together. Bugle Valley is a fee-only, flat-fee financial planning firm focused exclusively on retirement. I primarily work with people who are approaching or entering retirement and want a comprehensive plan for turning their assets into sustainable income. We look at the big picture, including investment strategy, taxes, Social Security, Medicare, withdrawal strategies, risk, and legacy considerations, to help clients make informed decisions throughout retirement. Outside of financial planning, I enjoy spending time outdoors, staying active, and most importantly, spending time with my family. Those experiences have shaped how I think about retirement planning: money is a tool that should ultimately support the life you want to live. My goal is to help clients navigate that transition with a clear plan and confidence in the path ahead.

Neal Mac Lean is a financial advisor at Graysbrook Investment Partners with a Series 65 credential and extensive industry experience beginning in 2009. He worked at TD Waterhouse Canada Inc. for 17 years before joining Graysbrook Investment Partners in 2026. Graysbrook Investment Partners provides fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities, with plans to serve institutional clients. The firm employs a tactical allocation strategy using fundamental analysis and custom portfolio construction, incorporating various asset types and trading approaches based on client objectives and risk tolerance.