Brad Reinard is the sole advisor at QTR Capital Management LLC, an independent firm based in Oceanside, CA. He holds a Series 65 designation and has six years of industry experience. Brad is also an adjunct professor of Management Science at Chapman University and serves as Chief Publisher of an investment newsletter through MCTO Capital Management LLC DBA Upside Options. QTR Capital Management provides discretionary portfolio management primarily for high-net-worth individuals, offering a range of single-strategy portfolios that include equity, sector rotation, options-based income, and dividend-focused strategies. The firm employs a research-intensive process combining technical, fundamental, and quantitative analysis, utilizing both traditional and options-based positions within client guidelines.

Ivan Mendoza is a financial advisor at Mendoza Private Wealth in North Miami, FL, with 27 years of industry experience. He holds CFP®, CFA®, and ChFC® designations and has previously worked at Wells Fargo Advisors, AllianceBernstein L.P., and PRUCO Securities, LLC. Mendoza Private Wealth provides fee-based investment advisory and financial planning services to individuals and various organizational clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes tactical asset allocation to manage risk and improve performance, offering discretionary portfolio management and qualified retirement plan services tailored to client objectives.

William Gosch is the principal of Gosch Wealth Advisory in Magnolia, TX. He holds the CFP® and PFS™ designations and has over 28 years of experience as a CPA. Prior to founding his advisory firm in 2025, he worked at Dalton Education, LLC from 2013 to 2018. In addition to his financial advisory role, he continues to operate a CPA practice. Gosch Wealth Advisory provides financial planning and investment management services to individuals and high-net-worth clients using a goals-based, asset-dedication investment approach. The firm offers comprehensive ongoing planning subscriptions and discretionary portfolio management, incorporating tax efficiency and socially conscious investment options.

Welcome to Coffeehouse Capital! I’m the Founder and President of Coffeehouse Capital, an independent fee-only financial planning and investment management firm. I’ve been in the banking and Wealth Management industry since 2007, first with Bank of America, Banc of America Investments, then Merrill Lynch. As a CFP® professional and fiduciary, I now provide comprehensive financial planning, wealth management and financial advice to a broader population. With years of experience, my mission is to help build and manage wealth through comprehensive financial planning and education. I have experience serving busy professionals and families, current and future retirees and business owners. I am a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning CounselorSM. Chartered Retirement Planning CounselorSM I work with clients in person in the surrounding central California area or virtually anywhere through the use of technology. Areas of experience include: 529 College Education Planning Assessing and analyzing current financial and life goals Asset allocation review, education and strategies Cash flow and retirement planning Creating and managing GOALs based financial plans Creating and managing GOALs based investment portfolios Digital asset education Investment education Levering and coordinating with other professionals (CPAs, EAs, Estate Planning Attorney’s, Insurance, etc.) Loss of loved ones Ongoing financial plan and investment monitoring Organizing for Financial wellness Reviewing and managing 401(k), 457 (b)s and traditional retirement plans It all starts with a conversation, let's connect!

Dilshod Jumaniyazov is a CFA® charterholder and principal advisor at Musaffa LLC with experience encompassing his roles at Musaffa entities and Wells Fargo since 2014. He serves as Chief Executive Officer, Chief Financial Officer, and Chief Investment Officer of Musaffa LLC and Musaffa, Inc. based in New York, NY. Musaffa LLC provides investment advisory services primarily to individual and high-net-worth clients via a digital platform featuring discretionary portfolio management and a model-based recommendation service. The firm integrates Shariah compliance standards and proprietary analytical frameworks into its investment process, distinguishing its offering with an internet-only distribution model and a combination of advisory and subscription-based services.

Peter Gulli is a CFA® charterholder and Series 63 licensee with 14 years of industry experience. He currently serves as the sole advisor at Olympia Advisors LLC and has previously worked at Citigroup and Dalton, Greiner, Hartman, Maher & Co., LLC. Olympia Advisors LLC provides discretionary asset management to individuals and high-net-worth clients, focusing on ETF and mutual fund portfolios with ongoing oversight and rebalancing. The firm emphasizes customized portfolio management based on client goals and risk tolerance, employing both fundamental and technical analysis.

Mark Shively is the sole advisor at Mark P. Shively, an independent firm based in Castle Rock, CO. He holds a Series 63 designation and has 27 years of industry experience, having worked at his own firm since 1992. Outside of his advisory role, he has served as president of the board of directors for the Castle Pines North Homeowner's Association, a volunteer civic position. His firm provides financial planning and portfolio management to individuals, couples, and families, typically using true no-load mutual funds. The investment approach is conservative and long-term, focusing on diversified, low-cost funds, tax and inflation considerations, and regular client consultation.

Thomas Sheehan is the founder of Round Oak Capital LLC in Charlottesville, VA, where he has provided investment advisory services since 2010. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. His work history is solely with Round Oak Capital. Round Oak Capital is a small independent investment office offering discretionary portfolio management and wealth management services to individuals, families, trusts, and businesses. The firm provides customized portfolios using fundamental analysis across various asset classes and offers family-office style services, real estate advisory, and introductions to alternative investments.

Hi there! I'm Alex, a CPA and CERTIFIED FINANCIAL PLANNER® in Phoenixville, PA. I help families navigate complex tax & estate issues so they can accelerate their wealth-building journey & transfer their wealth to the next generation efficiently. My approach blends technical expertise with practical, real-world planning to make sure clients feel confident, informed, and fully supported at every stage of their financial lives. As both a CPA and CFP®, I focus on strategies that go far beyond investment management. Tax planning, estate structuring, retirement income optimization, equity compensation guidance, and multigenerational wealth transfer are at the core of my practice. I believe that true financial planning is proactive, not reactive. That means helping clients reduce lifetime taxes, avoid costly estate mistakes, and organize their financial lives so that everything works together—efficiently and intentionally. My practice is built on clarity, education, and long-term relationships. I take the time to understand what matters most to each family, then create a plan that aligns with their values, their goals, and their legacy. Whether you're navigating a major financial decision, preparing to retire, or planning for the next generation, I’m here to guide you through the complexities so you can focus on living the life you’ve worked hard to build.

Shreekkanth Viswanathan is a CFA® charterholder and holds the Series 66 designation with nine years of industry experience. He has been with SVN Capital, LLC since its founding in 2018, following three years at Keeley Asset Management. SVN Capital, LLC is a state-registered investment adviser serving individual and institutional clients with discretionary portfolio management, including separately managed accounts and a pooled private fund. The firm employs a bottom-up, fundamental value-investing approach focused on a concentrated portfolio and long-term horizon, managing approximately $14.3 million in discretionary assets.

Joseph Michalski is a financial advisor with Fortified Wealth Strategies, Inc. in Northglenn, CO, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Before founding his current independent firm in 2020, he worked at Cambridge Investment Research Advisors, Inc. and Kestra Financial Services, Inc. Michalski also serves as an adjunct professor at the University of Colorado business school and acts as an expert witness in non-investment related legal matters. Fortified Wealth Strategies provides financial planning and personalized portfolio management primarily for individual and high-net-worth clients. The firm employs custom allocation-based models and offers non-discretionary asset management, utilizing mutual funds, ETFs, and sub-advisors via SEI’s platform.

Marigny De Mauriac is a financial advisor with deMauriac LLC in New Orleans, LA, holding a Series 66 license and 12 years of industry experience. Prior to founding deMauriac LLC in 2019, she worked at Edward Jones and Prudential-affiliated firms. Outside of advising, she serves as CEO of AWM Insurance, is an author and illustrator, and leads ThinkCap, a platform supporting underrepresented entrepreneurs. deMauriac LLC manages approximately $40 million across more than 200 client relationships, providing portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm’s investment approach combines fundamental, quantitative, and technical analysis with modern portfolio theory, utilizing a range of securities and insurance products, while also offering pension consulting and educational services.

Sean Scruby is a CFP® professional with over two years of experience at Olde World Investments. He has worked in the investment advisory field since 2006 and also owns and operates Olde World Design, a construction company in Napa, CA, where he serves as a licensed general contractor. Olde World Investments is a state-registered, sole-proprietor firm providing financial planning and discretionary portfolio management to individuals, high-net-worth clients, and small businesses. The firm offers customized financial plans and employs a flexible investment approach that includes passive, active, and core-and-satellite strategies tailored to client objectives and risk tolerance.

Robert Clark is a CFP® professional with 26 years of experience in the financial advisory industry. He founded Clark Company in 2017 after 12 years at National Planning Corporation. Clark also provides tax preparation and fixed insurance services as part of his practice. Clark Company advises individual clients as well as pension and profit-sharing plans, offering portfolio management and financial planning services. The firm primarily manages client accounts on a non-discretionary basis, focusing on client-approved strategies, and combines advisory and insurance brokerage services.

Mason Tilden is the sole advisor at Tilden Capital Management, LLC, an independent registered investment adviser based in Valhalla, NY. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 16 years of industry experience, having been with his firm since its inception in 2010. Tilden Capital Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a proprietary asset-allocation model grounded in Post-Modern Portfolio Theory to construct diversified portfolios, focusing on index- and value-oriented securities and ETFs, with tailored adjustments based on client-specific investment restrictions.

James Linnett is a financial advisor with LinnHavn Wealth Advisors LLC and holds a Series 65 designation. He has 15 years of industry experience, including a prior role at Ascent Private Capital Management of U.S. Bank. In addition to his advisory work, Linnett maintains an active law practice at Linnett Law LLC. LinnHavn Wealth Advisors LLC is a state-registered advisory firm serving individuals, high-net-worth clients, charitable organizations, and business entities. The firm offers discretionary asset management and fixed-fee wealth planning, tailoring portfolios to client goals and employing both fundamental and technical analysis. It also engages sub-advisors and retains authority to appoint other investment advisors, distinguishing itself through its affiliation with a separate legal practice and its approach to selecting third-party advisers.

Christopher Russell is a CFP® with 10 years of industry experience, currently serving as the sole advisor at Tempus Pecunia since 2019. His prior work includes roles at GreenGrowth CPAs and Pure Financial Advisors, Inc. In addition to his advisory work, he serves as President of 1789 West, a business consulting firm for small and midsize companies. Tempus Pecunia is an independent, state-registered advisory firm managing approximately $24.3 million for individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm provides personalized investment management primarily through passive strategies, along with comprehensive financial planning and employee benefit plan consulting services.

Joshua Miller is the sole advisor at Monarch Fiduciary, LLC, an independent SEC-registered investment adviser based in Kansas City, MO. He holds a Series 65 designation and has eight years of experience in information security, working at Jack Henry since 2018 and RiskIQ from 2016 to 2018. Monarch Fiduciary offers discretionary portfolio management and comprehensive financial planning to individuals, business owners, trusts, and retirement plan participants, utilizing a low-cost, evidence-based approach focused on long-term, diversified ETF and index fund portfolios enhanced by quantitative analysis and tax-efficiency considerations.

Mark Plummer is the sole advisor at APEX Research and Investments, LLC in Austin, TX, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been affiliated with APEX PARTNERS, LLC since 2002. APEX Research and Investments manages a private investment fund focused on capital appreciation through concentrated core positions in mid-cap companies. The fund uses fundamental and technical analysis, employing strategies such as short selling, options, and margin for hedging and opportunistic purposes, serving accredited investors who meet specified financial thresholds.

Peter Kempthorne is the sole advisor at Kempthorne Analytics, Inc., an independent firm based in Marblehead, MA. He holds a Series 65 designation and has 19 years of industry experience. Kempthorne has been with Kempthorne Analytics since 1992. In addition to advisory work, he is involved in academic teaching and statistical expert consulting, including university lecturing and courtroom expert testimony. Kempthorne Analytics primarily serves individual investors, as well as corporations, trusts, and retirement plans. The firm employs quantitative and statistical methods for managing equity and fixed-income portfolios using ETFs, mutual funds, and common stocks, with an emphasis on modern portfolio theory. It offers discretionary investment supervisory services through two distinct programs tailored to individual risk tolerance, combining sector-based allocation and systematic multi-model diversification. The firm also maintains commodity futures regulatory registrations and qualifications, though it does not currently trade futures.