Michael Mccall is a financial advisor at BFWM LLC in Holly Springs, NC, holding a Series 65 credential with industry experience beginning in 2022. His prior work includes roles at Buffalo Finances Inc., Site Services, and EVA Garland Associates. BFWM LLC is an independent registered investment adviser offering discretionary managed accounts, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a personalized, multi-strategy investment approach that incorporates asset allocation, dollar-cost averaging, and technical analysis, tailored to client time horizons and risk tolerances.

Gustavo Gonzalez is a financial advisor with Integrated Financial Management, LLC in Boise, ID, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His prior work includes roles at Capital Asset Management, LLC, First Allied Advisory Services, INC., and Pinnacle Benefit Consultants, LLC. Outside of advising, he serves as a board member for the Idaho Inferno Soccer Club and provides notary and paralegal services. Integrated Financial Management, LLC offers financial planning and advisory services primarily to individuals and high-net-worth clients, utilizing third-party managed account platforms to implement multi-manager investment allocations. The firm focuses on manager selection and oversight rather than direct portfolio management, with regular client reporting and reviews.

Noah Damsky is a CFA charterholder and financial advisor with 10 years of industry experience. He is the principal of Marina Wealth Advisors, where he has worked since 2020. His prior experience includes roles at Los Angeles County Employee Retirement Association, Goldman Sachs, UCLA Anderson School of Management, T. Rowe Price, and Bessemer Trust. Marina Wealth Advisors provides investment management, financial planning, and related services to individuals, retirement plans, charitable organizations, and businesses. The firm employs a combination of fundamental and cyclical analysis, using both passive and active investment vehicles, and may incorporate derivatives and borrowing within separately managed accounts as part of its risk management process.

As a true fiduciary and fee-only CFP®, Kristen provides unbiased, comprehensive financial planning with expertise in budgeting, retirement planning, investment strategies, tax planning, and major life transitions, including divorce. She works with clients virtually nationwide and in-person in New Hampshire and New Jersey. Her background in education - teaching middle school English in San Francisco and Maine- gives her a unique perspective on guiding career changers through financial transitions. Her passion lies in helping others make complicated financial decisions including whether to sell company stock, when to retire, and how to handle competing priorities such as funding kids' education, paying off debt, and saving for the future. She offers hourly financial advice for those seeking one-time guidance or a cost-effective option, divorce planning for clients managing the financial complexities of separation, and ongoing financial planning for those who want continuous support in achieving their goals. Whether you're changing careers, planning for retirement, building wealth, or facing complex financial decisions, Kristen provides knowledgeable, compassionate guidance to help you create a plan that aligns with your goals and values.

Edward Wall is the owner and sole advisor at Pioneer Financial, Inc. in South Hadley, MA, with 20 years of industry experience. He holds the Series 66 designation and has been with Pioneer Financial since 2004. In addition to investment advisory services, he provides tax preparation and accounting through his firm. Pioneer Financial, Inc. offers discretionary portfolio management primarily for individual investors and non-profit organizations, combining investment advisory services with tax preparation and insurance activities. The firm employs a goal-oriented approach using fundamental analysis, ongoing monitoring, and monthly account reviews.

Nitin Apte is a financial advisor at GA Advisors LLC in Bridgewater, NJ, with eight years of industry experience. He holds a Series 65 designation and previously worked at Azul Systems Inc and Credit Carbon Inc for seven years each. He serves as Chair of the Investment Committee for the nonprofit organization Marathi Vishwa of New Jersey. GA Advisors LLC provides personalized investment advice and discretionary portfolio management to individual clients, focusing on global equity and fixed income markets. The firm employs an asset-allocation model adjusted for market conditions, utilizing mutual funds, ETFs, and occasionally individual securities, along with options trading, supported by regular research and account monitoring.

Hi, I’m Amir Noor—a fee-only financial advisor who specializes in helping high-net-worth clients navigate complex financial and tax planning. As a Certified Financial Planner™ (CFP®), an Enrolled Agent (EA), and Chartered Retirement Plan Specialist™ (CRPS™), I bring a varied lens to your finances: strategic, goal-oriented planning and expert-level tax guidance. I don’t accept commissions, product sales kickbacks, or referral fees—just clear, objective advice that puts your best interests first. My origin story begins on Long Island, where I was raised in an immigrant household defined by entrepreneurial highs and devastating lows. My father, a risk-taking entrepreneur, passed away while I was still in high school. Overnight, I found myself managing our family’s finances and hustling to support us—building websites and offering tech support to local businesses before I was old enough to vote. At 19, I got licensed as an insurance agent and began my journey in financial services. (No, I no longer sell products.) I started college as a computer science major but graduated from SUNY Stony Brook with a finance degree after realizing where I could have the greatest impact. My early entry into the field means I’ve now worked in financial services for nearly two decades—while still in my thirties. That experience spans a broad range of clients, from 22 to 70+, across professions like law, medicine, finance, and entrepreneurship. I’m fluent in their language and the challenges they face, from correcting mismanaged 401(k)s to addressing underinsured households to navigating unexpected windfalls and offshore asset transfers. Clients often tell me I “get it”—because I’ve lived it. I know what it’s like to be the first line of financial defense for your family or your business. And I know how overwhelming it can feel when you're not sure who to trust. That’s why I built my practice around transparency, technical expertise, and deep empathy. Today, I live in Huntington, Long Island, with my growing family. I continue to work closely with attorneys, medical professionals, and small business owners—helping them gain clarity, reduce risk, and build lasting wealth. Let’s talk. And if you have a great restaurant recommendation, we’ll get along just fine.

David Kopack is a financial advisor with Boston Investment Trust Management, Inc. in Bridgewater, MA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Boston Investment Trust Management since 2006. Boston Investment Trust Management provides discretionary portfolio management, written financial planning, and consulting services to individuals, including high-net-worth clients, and business clients. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to develop individualized investment policies and manages a diverse range of securities, including oil and gas partnership interests, serving both U.S. and notable non-U.S. clients.

Cassian Nunez is a financial advisor at RINO INVEST Wealth Management LLC with a Series 65 designation and two years of industry experience. He has served in the U.S. Army since 2011. RINO INVEST Wealth Management LLC provides investment management and financial planning services focused primarily on real estate investments, mutual funds, equities, and ETFs. The firm uses fundamental analysis and a long-term trading approach, offering tailored portfolios and educational seminars to its clients.

Michael Chrisler is a financial advisor with MJC Financial Fitness LLC in Chicago, IL, holding a Series 65 designation and 16 years of industry experience. He founded MJC Financial Fitness, formerly known as Flex Financial Coaching, in 2019 after 14 years with Envestnet Asset Management. MJC Financial Fitness provides financial planning and investment management services to individual clients through a "Holistic Financial Fitness" approach. The firm offers comprehensive planning analyses and ongoing portfolio supervision tailored to client goals, utilizing fundamental analysis alongside third-party managers and digital platforms.

Curtis Pope is a CFP®-certified financial advisor with eight years of industry experience, currently operating as the sole advisor at Pope Wealth Planning, LLC in Tarrytown, NY. His prior experience includes roles at Morgan Stanley, Wealthsimple, Ameriprise Financial Services, and Northstar Money, where he also serves as a financial planner for a fintech company focused on employer financial wellness programs. Pope Wealth Planning, LLC provides investment management and financial planning services to individuals, couples, and high-net-worth clients, emphasizing passive portfolio construction through index funds and ETFs combined with fundamental analysis and third-party models. The firm typically operates under non-discretionary trading arrangements, offering a hybrid service model that integrates ongoing planning with model-driven execution.

Janet Campbell is a CFP®-certified financial advisor with 13 years of industry experience. She has been the sole advisor at Abunda Financial, LLC since 2001. Janet holds Series 63 and Series 65 licenses. Abunda Financial, LLC is a private, fee-only advisory firm serving individuals, families, trusts, endowments, qualified retirement plan sponsors, and business entities. The firm focuses on long-term investment strategies with an emphasis on independent security analysis and tax-efficient portfolio management, primarily overseeing assets on a non-discretionary basis.

Daniel Granucci is a CFP® and CFA® credentialed financial advisor with 20 years of industry experience. He has worked at Iron Path Wealth Management, Inc. since 2020 and previously held roles at Feehan Financial Services and Reby Advisors. Iron Path Wealth Management provides tailored investment management and financial planning to individuals, high-net-worth clients, and business owners. The firm combines discretionary portfolio management with project-based and ongoing planning, utilizing fundamental and cyclical analysis alongside modern portfolio theory to guide asset allocation and risk management.

Andrew Sullivan is a financial advisor at Stonefield Capital Ltd. in Malvern, PA, holding a Series 66 designation with two years of industry experience. Prior to joining Stonefield Capital, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he works as an Emergency Department Technician at Mainline Health, Paoli Hospital. Stonefield Capital Ltd. provides portfolio management, financial planning, and pension consulting primarily for pooled and institutional clients, as well as corporations and high-net-worth individuals. The firm’s investment approach combines fundamental, quantitative, technical, and charting analysis with an emphasis on long/short equity strategies and includes formal pension consulting services.

Bruce Konners is the sole advisor at Envision Asset Management, Inc., an independent firm based in Plantation, Florida. He holds the CFA® designation and Series 66 license, with 17 years of industry experience. His prior experience includes roles at Cathy Pareto & Associates Inc. and Bluekey Personal Wealth Planning. Outside of his advisory work, he is involved as a director and volunteer with the University of Florida Hillel. Envision Asset Management serves individual, corporate, and institutional clients, offering portfolio management and financial planning through a boutique, one-advisor model. The firm combines traditional asset-based arrangements with a subscription-style engagement and supplements client communication with periodicals and newsletters.

Sheila Miller is a financial advisor with Outlook Financial Services in Anchorage, AK, holding a Series 65 designation and over 37 years of industry experience. She has been with Outlook Financial Services since 1986. Outside of her advisory role, she serves as a personal representative for an estate and as trustee for an ongoing trust, managing related responsibilities outside of normal business hours. Outlook Financial Services is an independent firm offering fee-only financial planning and investment management to individuals and small businesses. The firm employs a strategic core-and-satellite investment approach using primarily no-load or low-load mutual funds and ETFs, and provides additional services such as cash flow management, bookkeeping, tax and estate planning.

Kyle Sothers is the sole advisor at Kyso Financial, an independent firm based in Superior, Colorado. He holds a Series 65 designation and has nine years of industry experience, including ten years with Kyso Financial. Kyso Financial provides discretionary portfolio management to individuals, families, and businesses, offering three model portfolios as well as a customizable ETF-based option. The firm employs a combination of fundamental analysis, growth and value strategies, and incorporates hedging and derivatives within separately managed accounts when authorized by clients.

Cody Wald is a financial advisor at First Class Financial with five years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes five years at Ameriprise and two years at Deloitte and Touche. First Class Financial is an independent firm offering discretionary and non-discretionary asset management as well as financial planning and consulting services to individuals, high-net-worth clients, and business entities. The firm combines various analytical approaches in its investment process and uses the Altruist platform for managing client portfolios, with options for model portfolios and sub-advisor management.

Marcus Turner is a financial advisor at Limitless Capital Management, Inc., based in Atlanta, GA, with 15 years of industry experience. He holds a Series 65 designation and has been the CEO of Marcus Richmond Partners LLC and Cogito Capital Group LLC, both insurance brokerages specializing in life and health products. Limitless Capital Management provides investment management, portfolio analysis, restructuring, and financial planning services to high-net-worth individuals, trusts, estates, private foundations, and business entities. The firm emphasizes asset-allocation driven portfolios using third-party managers and exchange-traded funds, incorporating capital market research and third-party consulting in its approach.

Bruce Stamper is the principal of Stamper Capital & Investments, Inc. in Capitola, CA, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Stamper Capital & Investments since 1995. Stamper Capital & Investments specializes in investment supervisory services focused exclusively on municipal bond accounts for high-tax-bracket individual investors and institutional clients. The firm employs a proprietary investment process that combines fundamental, technical, and cyclical analysis with a value-contrarian approach.