Linda Taylor is a financial advisor with Carlisle Financial Group, LLC, holding a Series 65 designation and 15 years of industry experience. She previously worked at Powerhouse Assets LLC for one year. Carlisle Financial Group, LLC is a state-registered, fee-only investment adviser serving primarily individual clients with portfolio management and financial consulting. The firm emphasizes low-cost index funds and ETFs, avoids market timing and routine stock picking, and maintains a disciplined rebalancing process with a focus on mutual funds and ETFs.

Robert Parks is a CFP® professional with 30 years of experience in financial advising. He is a partner at Parks & Company, a CPA firm, where he dedicates significant time alongside his role at WealthQuest, Ltd., an independent financial planning firm he has been associated with since 1995. WealthQuest, Ltd. provides fee-only financial planning primarily to individuals and businesses, focusing on retirement and investment planning without selling commission-based products. The firm’s approach integrates tax considerations through its close affiliation with Parks’s CPA practice and emphasizes personalized advice delivered on an hourly basis without managing client assets directly.

Corneluis Mathews is a financial advisor at UisOneT, an independent registered investment adviser based in Moore, Oklahoma. He holds a Series 65 designation and has eight years of industry experience, including roles at David Allen Capital, Inc. and Brookstone Capital Management. Outside of advising, Mathews is involved with EntityWorks LLC, where he works as a process improvement specialist on contracts unrelated to investment management. UisOneT provides discretionary asset management and comprehensive financial planning services to individuals, families, and certain business or retirement-plan clients. The firm offers tailored portfolio management supported by written Investment Policy Statements, employing a mix of fundamental, technical, and quantitative analysis, and provides educational seminars alongside its advisory services.

Jan Schalkwijk is a CFA® charterholder with 18 years of industry experience. He has worked at JPS Global Investments, LLC since 2007 and was previously with Orion Capital Management LLC from 2014 to 2016. JPS Global Investments provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other advisers. The firm employs thematic, ESG-oriented equity strategies alongside diversified multi-asset portfolios, offering both discretionary and non-discretionary management and serving as a sub-advisor in wrap-fee programs.

Jantz Hoffman is a financial advisor at CSLA Financial Inc with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Fosterus since 2022. Outside of advising, Hoffman serves as Chairman of the Board of Directors for the Certified Student Loan Advisor Board of Standards and is a board member for Fosterus, a nonprofit supporting student loan repayment assistance programs. CSLA Financial Inc. provides investment advisory and financial planning services to individuals, employer-sponsored programs, and retirement plans. The firm employs proprietary asset-allocation models and offers services including discretionary portfolio management, education planning, and student loan repayment assistance.

Michael Cave is the sole advisor at CAVE, INC. in Augusta, GA, holding the ChFC® designation and a Series 65 license with 22 years of industry experience. He has been with CAVE, INC. since 1993. He is also a licensed insurance agent and counselor, dedicating part of his time to those roles. CAVE, INC. provides financial planning and investment advisory services primarily to individual clients, including retirement accounts. The firm employs a discretionary investment strategy focused on market timing with ETFs and individual stocks, emphasizing capital conservation and incorporating insurance expertise in evaluating life insurance and annuity contracts.

Riley Hale is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He is the sole advisor at Tech Wealth, LLC, where he has worked since 2019. Prior to founding Tech Wealth, he held roles at Amicus Financial Advisors, Zions Wealth Management, and Canopy Tax. Outside of advising, he has experience in tax assistance services and has worked with BYU Soccer Camp and Utah Valley University. Tech Wealth, LLC primarily serves individuals and families, including employees of technology companies, high-net-worth individuals, and small businesses. The firm provides financial planning and wealth management with a focus on equity compensation, tax and retirement planning, and estate support, employing a Modern Portfolio Theory approach using low-cost, globally diversified index ETFs and mutual funds.

Matthew Pederson is the sole advisor at MP3 Finance LLC, an independent firm based in Cameron Park, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to founding MP3 Finance LLC, he worked at Life Time Fitness and Sutter Health. Outside of financial advising, Pederson operates a personal training business and runs an educational YouTube channel. MP3 Finance LLC offers discretionary and non-discretionary portfolio management, financial planning, coaching, and SEP IRA services for individuals across various life stages. The firm employs a combination of fundamental and technical analysis with a focus on long-term holdings in stocks, bonds, and ETFs, incorporating options strategies and limited use of digital asset ETFs and margin for suitable clients.

Cleveland Gantt is a CFP®-certified financial advisor with 12 years of industry experience, operating under Gantt Financial Advisors, LLC in Daphne, AL. He has been active in the financial services field since 1997. In addition to his advisory role, he is a licensed insurance agent offering long-term care insurance products and manages a timberland property. Gantt Financial Advisors, LLC provides financial planning and discretionary investment management to individuals, trusts, and small businesses. The firm emphasizes asset allocation based on Modern Portfolio Theory and conservative fundamental analysis, primarily using low-cost mutual funds and ETFs, and offers services including pension consulting and senior supplemental insurance.

Lawrence Grossman is a CFP®-designated financial advisor with 28 years of industry experience. He is the principal of Grossman Financial Management, an independent firm he has led since 1997. Prior to establishing his own firm, he worked at Archvest Wealth Advisors. Grossman Financial Management provides investment management and consulting services primarily for pooled vehicles and institutional-type clients, utilizing both fundamental and technical analysis. The firm offers tailored, non-discretionary advisory services, including financial planning and investment supervisory services, often on a fixed-fee or hourly basis.

Branden Vernon is a financial advisor at Steward Financial Services, LLC in Salt Lake City, UT, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Steward Financial Services since 2010. In addition to his advisory role, Vernon is a licensed insurance agent involved in insurance product sales. Steward Financial Services serves individuals, trusts, charities, business entities, and pension plans with fee-based portfolio management, financial planning, and pension consulting. The firm employs a mix of tactical allocation and passive strategies across a broad range of instruments and offers an active pension consulting practice that includes benchmarking, monitoring third-party providers, and participant education under the Pension Protection Act.

Daniel Docherty is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He is the principal of Farview Management, LLC in Atlanta, GA, where he has worked since 2021. His prior experience includes roles at Raymond James & Associates and Bank of America. In addition to his advisory work, Docherty is involved in modeling and research for a privately held gaming company and engages in data analysis and valuation work focused on natural resource companies. Farview Management, LLC is a small independent advisory firm providing discretionary portfolio management and retirement plan consulting to individual and corporate clients. The firm employs a concentrated, bottom-up fundamental investment approach with a long-term growth focus, alongside supplemental techniques such as technical analysis and option strategies.

Stephen Searle is a financial advisor with Evergreen Investment Management, LLC in Highlands Ranch, CO. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. Prior to his current role, he worked at Ameriprise Financial Services, Inc. for eight years. Evergreen Investment Management provides discretionary portfolio management and personal advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm uses a modern portfolio theory framework to tailor portfolios with ETFs, individual stocks and bonds, and no-load mutual funds, managing accounts on a discretionary basis with ongoing monitoring and periodic rebalancing.

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 the sole advisor at Jadwin Asset Management LLC in Greenwich, CT, holding Series 63 and Series 65 designations with 28 years of industry experience. He previously worked at tru Independence Asset Management and Bessemer Investor Services, Inc. before founding his current firm in 2020. Jadwin Asset Management LLC is an independent advisory firm managing approximately $49.3 million across 23 client relationships. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, employing both fundamental and technical analysis to guide discretionary and non-discretionary portfolio management primarily through direct securities and ETFs.

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.