Martin Jaras is the principal of Jaras Financial Services, Inc. in Brecksville, Ohio, with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various capacities including investment advisory, insurance sales, and business consulting. Outside of financial services, he operates Dirt Wranglers, LLC, a small local equipment business. Jaras Financial Services primarily serves individual investors along with retirement plans, corporate entities, and charitable organizations. The firm offers asset management, financial planning, and retirement-plan administration, managing portfolios on both discretionary and non-discretionary bases using fundamental and technical analysis.

Jonathan Fischer is the principal advisor at Fischer Advisors LLC with 10 years of industry experience. He previously worked at Credit Suisse and S3 Partners before founding his independent firm in 2024. Fischer Advisors LLC provides portfolio management and financial planning services primarily for individual and high-net-worth clients, utilizing a combination of long- and short-term trading strategies along with access to private placements and venture capital opportunities. The firm employs an Investment Policy Statement tailored to client objectives and risk tolerance and manages all assets on a discretionary basis.

David Underhill is the sole advisor at Underhill Investments, LLC, an independent firm based in Berkley, MI. He holds a Series 66 designation and has 14 years of experience in investment advisory services. In addition to his financial advisory work, Mr. Underhill is a licensed attorney providing estate planning services and a licensed insurance agent offering fixed annuities, life, and long-term care insurance. Underhill Investments provides discretionary portfolio management and co-advisory services primarily to individual and high-net-worth clients. The firm employs a blend of fundamental, technical, and cyclical analysis, incorporating long- and short-term positions and option strategies tailored to each client’s Investment Policy Statement.

Jeremiah Chaplin is a CFA® charterholder and Series 65 licensed advisor at Truehand Inc, an independent registered investment advisory firm based in Strafford, NH. He has been with Truehand since 2022 and previously worked in roles at RSA Security, Deep Core Data, and Cimpress. His background includes technical experience in software and engineering alongside advanced investment training. Truehand serves individuals, families, and entities with investment management, financial planning, and fiduciary services. The firm employs a disciplined investment process focusing on large-cap, blue-chip stocks within a buy-and-hold framework and offers a range of service tiers, including active and passive management with bespoke ESG indexing tailored to client needs.

Joel Busboom is a financial advisor at Joel Busboom Financial, LLC in Franklin, TN, with six years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James & Associates and Southport Capital. Outside of advising, he serves as a small group leader in the Army Reserves and owns The Inspired Workplace, a consulting and financial education business. Joel Busboom Financial provides portfolio management and financial planning services to individual and high-net-worth clients. The firm emphasizes fundamental analysis and develops personalized investment policies, managing most accounts on a non-discretionary basis while also offering educational seminars and access to third-party managers.

Walter George is the principal of Manna Wealth Strategies, LLC, an independent advisory firm, and holds Series 63 and Series 65 licenses. He has 11 years of industry experience and previously worked at Retirement Wealth Advisors. George is also the owner of Lake George Associates Inc, operating under Manna Wealth Strategies, where he is involved in the sales and service of insurance products alongside investment advisory services. Manna Wealth Strategies offers financial and retirement planning, portfolio management, and non-ERISA retirement plan consulting for individual, high-net-worth clients, and pension and profit-sharing plans. The firm uses a combination of asset allocation, passive strategies, and portfolio theory analysis, with portfolios tailored to client goals and risk tolerances.

Lindsay Rhodes is a CFP® and PFS™ credentialed financial advisor with two years of experience at AllySian Wealth Planning in Cullman, AL. She previously worked at Halcyon Professional Advisors and operates her own CPA firm, Lindsay M. Rhodes, CPA, LLC, which she has managed since 2002. AllySian Wealth Planning provides investment management and financial planning services to individuals and high-net-worth clients, offering personalized investment policies and a combination of passive and active strategies. The firm integrates advisory services with accounting and tax practice under its principal, utilizes various fee approaches, and engages outside managers and model portfolios.

Mustafa Ismail is the principal of Ismail, Mustafa, an investment management firm based in Cedar Park, TX. He holds a Series 65 designation and has industry experience beginning in 2024. Prior to founding his firm, he worked for nine years at Intel Corporation in technology roles including cloud architect and software engineer. Ismail, Mustafa provides fee-only financial planning services to individuals and high-net-worth clients, focusing on tailored recommendations in investing, asset allocation, retirement rollovers, insurance, and taxes. The firm emphasizes long-term diversified strategies and detailed risk disclosures, operating on an hourly billing basis without accepting custody or discretionary authority over client accounts.

Grayson Niehaus is a CFA® charterholder and Series 63 licensee with approximately one year of industry experience. He is the founder, sponsor, and managing member of OneThirty Equity Fund L/S, LP, a privately offered pooled investment vehicle. Prior to founding Parity Investment Management, LLC, Niehaus worked at Invesco and William Blair and was employed by the University of Tennessee. Parity Investment Management, LLC provides portfolio management services primarily to individual and high-net-worth clients. The firm employs a documented investment process that incorporates fundamental analysis, modern portfolio theory, and quantitative methods, offering both ongoing discretionary management and limited-scope advisory consultations.

Hello, I'm Tess Downing. I am the founder and lead financial advisor of Complete View Financial LLC, a fee-only financial planning firm serving individuals and families who are either retired or nearing retirement. We are retirement-focused and specialize in planning and collaborating with retirees to make the most of their financial journey. We want to partner with you in your journey by helping you set financial goals and empowering you with the financial knowledge you need for success through transparent and honest guidance. Our mission is to provide clients with peace of mind regarding their financial picture so they are able to focus on the things that matter most to them. Since our inception, we have spent numerous hours collaborating with those preparing for retirement and current retirees to better understand the true concerns, aspirations, and desires that lie ahead for late adulthood. I have been named to the Investment News list of “40 Under 40” which features the best professionals among the financial advice industry’s up-and-comers. I have also been repeatedly recognized in Northern Virginia Magazine’s list of Top Financial Advisors. I earned my Master of Business Administration degree from Texas Tech University. I also graduated magna cum laude with a Bachelor of Science in Personal Financial Planning from TTU. Before founding Complete View Financial, I worked in the fee-only financial planning and investment management industry with highly reputable firms on the East Coast. On a personal note, when I am not working with clients, I am with my family, my husband and two daughters. We have our hands full and typically have busy weekends with swim parties, ballet, family visits, and movie nights. We love to travel and are now hoping to pass on that passion to our children. When I do manage to escape for a night, I enjoy trying the best new restaurants which then necessitates being a body pump fanatic at my local gym.

I am a Columbia, MO fee-only financial advisor serving clients locally and across the country. My firm, Harrison Financial Planning, provides comprehensive financial planning and investment management. I use both my technical competency as a Certified Financial Planner™, as well as my training as a Certified Financial Therapist-I™ to help guide my clients through any financial decisions they must make. Background My fascination with finance began before I even stepped foot in kindergarten when I discovered the eighth wonder of the world– compound interest. In 5th grade when asked to draw what I wanted to be when I grew up, I didn’t draw the customary teacher, doctor, or singer, but rather a stockbroker. And in middle school, instead of reading the typical teenage magazines, my father purchased me subscriptions to Money Magazine and Kiplinger. Prior to beginning my financial planning career I worked as a mortgage lender while attending graduate school and spent seven years as a commercial lender. As a financial planner, I am able to combine my love of finances and passion for helping individuals into a fulfilling career. In my downtime, I spend time with my husband, Jonathan, Group Practice Manager at the local Veterans’ Hospital, my two young sons, William and Alexander, and our dog, Carson. Education University of Missouri: Masters of Business Administration (MBA) Westminster College: Bachelors of Arts in Economics and Business Administration with concentrations in Finance, Management, and Entrepreneurship Certifications CERTIFIED FINANCIAL PLANNER™ Professional Certified Financial Therapist-I™ Professional Community Involvement University of Missouri Business School Master's Programs (Current Advisory Board Member) Mobility Worldwide-Columbia, MO (Past Board President & Board Member) Alzheimer’s Association-Greater Missouri (Past Board Member) Heart of Missouri Girls on the Run (Past Board Treasurer) Rotaract of Columbia (Past Board President)

Stephen Troutman is a CFP®-designated financial advisor with 21 years of industry experience. He is the principal of Troutman Wealth Management, which he founded in 2019, following prior roles at Lion Street Financial, FSC Securities Corporation, and Main Line Financial Advisors. Outside of finance, he owns Troutman Fitness, LLC, where he works as a personal trainer, and operates SMKL, Inc., a consulting and marketing business related to his fitness activities. Troutman Wealth Management provides discretionary and non-discretionary wealth management and investment consulting services to individuals, high-net-worth clients, trusts, estates, retirement accounts, and corporate entities. The firm employs a combination of fundamental and technical analysis to guide diversified portfolios of mutual funds and ETFs, managing accounts primarily on a discretionary basis with ongoing monitoring and professional judgment.

I'm a fiduciary, fee-only financial planner and advisor who founded Fruit of the Vine Financial in 2023 after having worked at two other financial firms. I offer service in three main areas: - comprehensive financial planning to first help people better understand their current financial circumstances and second to provide them an optimal route to meet their financial needs and reach their financial goals, - investment management, providing a choice between general investing and Biblically Responsible Investing (BRI), which is a way to invest in funds that more closely align with Christian principles, - help with setting up business retirement plans and/or serving as a fiduciary advisor to 401(k) plans. Because I'm always trying to improve how I can help my clients navigate their financial lives, I obtained several advanced certifications. I earned the Certified Financial Planner® (CFP®) certification and Retirement Income Certified Professional® (RICP®) designation following programs at The American College of Financial Services. And the Certified Investment Management Analyst® (CIMA®) certification followed from a program through the Yale School of Management. Outside of work, I enjoy kayaking, Bible study, playing my violin, and spending time with my three grown children and with friends. Not only do I have the financial education and professional experience, I also bring the knowledge gained from personal financial experience. From sorting all the finances after the death of a spouse, to helping kids through college, to riding the roller coaster of a major recession, and to starting and running a business, I understand the highs and lows that sometimes accompany the numbers. It helps to partner with a financial professional who's been there and can help you through the ups and downs of your life's journey.

Susan Gardiner is a CFP® and holds a Series 65 license with five years of industry experience. She is the sole advisor at South County Wealth Planning and has previously worked at Forbes Financial Planning, Inc., Rhode Island Housing, and the Rhode Island Senate President’s office. She also provides financial planning services on a contract basis for Origin Financial. South County Wealth Planning serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a disciplined, long-term investment strategy emphasizing strategic asset allocation, diversification, and tax efficiency, and offers both discretionary investment management and various financial planning services, including retirement and estate planning.

Jacob Carris is a CFP®, CFA®, and Series 66-licensed financial advisor based in Orlando, FL, with 19 years of industry experience. He has been operating Jake Carris Financial Planning since 2017 and previously worked as a sole proprietor and with Tim Looney Investments. Jake Carris Financial Planning provides investment management and financial planning to individuals, high-net-worth households, businesses, pension and profit-sharing plans, and charitable organizations. The firm emphasizes a non-discretionary approach with individualized investment policy statements, combines passive and selective active investment strategies, and offers pension consulting and participant education services.

Derek Ifasi is the sole advisor at RetireSharp Wealth Management, LLC in Tampa, FL, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Retirement Wealth Advisors and AE Wealth Management, LLC. Outside of his advisory role, he is the owner and independent insurance agent of IFASI Financial Group, LLC. RetireSharp Wealth Management is an independent, single-advisor firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a tactical asset allocation strategy across mutual funds, ETFs, stocks, and bonds, utilizing in-house model portfolios, Altruist’s Model Marketplace, and selected sub-advisers.

David Bass is a financial advisor at Decision Tree Advisor in Houston, TX, holding the ChFC® and Series 66 designations with 11 years of industry experience. He worked at Invesco for 20 years before joining Edward Jones briefly in 2021 and then founding Decision Tree Advisor in 2022. Decision Tree Advisor provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, and corporations. The firm focuses on asset allocation and modern portfolio theory, primarily using passive index funds while incorporating active management and ESG criteria when requested.

Thomas Ottman is the sole advisor at Aquinas Capital Advisors LLC in Blaine, MN, with 44 years of industry experience. He has operated his advisory practice since 1990, establishing Aquinas Capital Advisors in 2016. His credentials include Series 63, Series 65, and Series 66 licenses. Aquinas Capital Advisors provides non-discretionary investment management, financial planning, and limited-scope ERISA 3(21) retirement-plan advisory services to individuals and charitable organizations, emphasizing client education through public seminars and workshops. The firm tailors recommendations to client goals, time horizon, and risk tolerance, using both fundamental and technical analysis.

Lisa Smith is a financial advisor with Nine30 Advisors LLC, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. She has held roles at multiple firms including Revolut Wealth Inc., Kalos Management, and Weild & Co. Outside of advising, she teaches blockchain technology and other subjects as an adjunct professor at several universities and is involved in film production as an executive producer. She is also a member of the Alpha Kappa Alpha Sorority and Jack and Jill of America. Nine30 Advisors LLC provides web-based, discretionary investment management to retail and certain institutional clients through mobile and web platforms. The firm uses an algorithm-driven process to generate portfolio recommendations and offers both diversified and concentrated equity momentum strategies, focusing on public U.S. securities and ETFs.

Shawn Hannegan is a CFP® professional with six years of experience as a financial advisor at Hannegan Wealth Management, LLC. He also owns and operates an accounting firm, Shawn P. Hannegan CPA, LLC DBA Hannegan & Associates, which he has managed since 2013. Prior to his advisory role, he worked at First Financial Bancorp for three years. Hannegan Wealth Management is an independent, single-advisor firm serving individuals, high-net-worth clients, corporations, and business clients. The firm employs a primarily passive investment approach focused on low turnover and tax efficiency, combining fundamental analysis with modern portfolio theory and utilizing third-party sub-advisors for portfolio management.