Steven Gold is a CFA® charterholder and holds a Series 63 license with seven years of industry experience. He has been the sole advisor at Placera Capital Management LLC since 2014. Placera Capital Management LLC is an independent investment adviser that provides discretionary portfolio management and related advisory services primarily to individual and high-net-worth clients. The firm focuses on equity-oriented portfolios using a combination of fundamental and quantitative analysis, and it employs long-term trading strategies alongside mutual funds, fixed income, and ETFs for diversification.

Sanjay Gupta is a financial advisor at 584 North LLC in Sugarland, TX, holding a Series 65 designation with one year of industry experience. Before founding 584 North LLC in 2025, he worked at Shell for 11 years. 584 North LLC is an independent investment manager that offers discretionary investment advisory services focused on U.S.-listed equity securities. The firm serves both individual retail clients and qualified clients using a uniform long/short equity strategy based on technical analysis, momentum, and market timing.

Donald Bussmann is the founder and Chief Investment Officer of Velmark Capital Management LLC. He holds the Series 63 and Series 65 designations and has over 10 years of experience managing the firm, including proprietary trading and investment research. Based in San Francisco, he focuses on customized, active investment management and financial advisory services. Velmark Capital Management is a boutique firm providing bespoke discretionary separately managed accounts to individuals, families, and institutions. The firm combines portfolio management with financial planning and market advice, and it is registered as a Commodity Trading Advisor, enabling the use of futures, commodity, and FX strategies for qualified clients.

Michael Vitantonio is a financial advisor at Volition Financial Network, LLC in Cleveland, OH, holding a Series 65 designation with eight years of industry experience. He worked at Capital Financial Services, Inc. from 2017 to 2019 before joining Volition Financial Network in 2019. Outside of his advisory role, he provides bookkeeping services for small family businesses using QuickBooks. Volition Financial Network, LLC offers discretionary portfolio management and investment consulting to individuals, trusts, estates, pension, and charitable clients. The firm employs a combination of fundamental and technical analysis, including third-party models, and regularly monitors and rebalances accounts according to model allocations.

Nauman Bhatti is a financial advisor at Old Forge Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Bank of America for 12 years. Bhatti serves as a director of the Traffic Club of Chicago, an organization focused on transportation business advocacy. Old Forge Advisors provides discretionary investment management and qualified plan consulting to individuals, families, trusts, businesses, charities, and retirement plans. The firm employs a proprietary asset allocation methodology that incorporates multiple analytical approaches and offers a range of qualified plan services, including fiduciary roles under ERISA.

Non-profit professionals and individuals that donate to non-profit organizations are a key component to improving our communities, both locally and nationally. I’ve seen the impact on our communities firsthand because of the work of my wife, my siblings, my father, and my sister-in-law, all of whom work for various non-profit organizations. Their efforts to better the lives of those around them motivated me to launch a financial planning firm dedicated to serving them, and other community-centric individuals. Our approach is to not only work with individuals and families on developing a path for financial security, but to also be a resource to provide financial clarity. Often, we think of financial planning as maximizing investment returns, or developing strategies to minimize the taxes we owe. While important, any financial plan or strategy lacks impact unless we align the plan and the financial strategies to what is truly important to YOU. Financial planning is about more than numbers – it’s about a financial planner working in lockstep with the client to identify and create a life that aligns with the client’s values, aspirations, and ideal financial future. Prior to becoming a client, we will work with prospective clients to identify and elaborate on what is important to them, and how we can maximize their money and resources to align with their values. From there, the planning process can begin, and we can set out on the path of maximizing today, while also planning for tomorrow.

Robert Maloney is a financial advisor at Squam Lakes Financial Advisors, LLC, with 28 years of industry experience. He has been with Squam Lakes Financial Advisors since 2007. Squam Lakes Financial Advisors serves a small client base including individuals, business entities, and trusts, offering financial planning and consulting services such as tax planning and preparation. The firm does not provide investment management but refers clients to independent third-party managers and monitors their performance, operating under written financial planning agreements with fixed or hourly fee arrangements.

Ryan Ammon is a CFP® and Series 66-licensed financial advisor with 14 years of industry experience. He currently leads Double Eagle Wealth Management LLC in Dallas, TX, where he has worked since 2024. Prior to this, he spent 12 years at Edward Jones. Ammon is also a licensed insurance agent specializing in fixed insurance products. Double Eagle Wealth Management provides discretionary asset management, comprehensive financial planning, and retirement consulting to individuals, high-net-worth clients, nonprofits, and corporate entities. The firm offers a range of investment options and retirement plan advisory services, distinguishing itself with a client base that includes both individual and corporate pension clients.

David Clark is a CFP® professional with 29 years of experience in financial advisory. He is the principal advisor at DMC Wealth Management, LLC in Birmingham, AL, where he has worked since 2012, including through prior affiliations. In addition to his advisory role, Mr. Clark is licensed as an independent insurance agent. DMC Wealth Management offers discretionary and non-discretionary investment management, financial planning, and pension consulting services to individual clients, including high-net-worth households, as well as retirement plans. The firm constructs portfolios primarily using mutual funds and ETFs, with tailored allocations based on client objectives, and also advises on pooled and private investment vehicles for qualified clients.

Hello there! I'm Kirk, a proud retired Air Force Officer with 25 years of service, where I had the thrill of being a test pilot, a Squadron Commander, and a Vice Wing Commander. I'm lucky to have an amazing family – a loving wife of more than 25 years, a wonderful stepdaughter, two fantastic sons, and a cherished granddaughter. After a year and a half of retirement, I found myself itching for a new challenge. Boredom pushed me back into the workforce, where I was able to continue my passion for helping others as a financial advisor at Vanguard. During my time there, I gained valuable experience and completed my Certificate of Financial Planning. My own journey includes successfully saving for retirement, living off those savings, and navigating the difficult world of planning for and paying for college. Since 2006, I've been a residential real estate investor, and I've delved deep into the realm of trusts, with a focus on revocable and charitable remainder trusts. I founded High Flight Financial to serve veterans and the military community with the same dedication and precision I brought to my military career. My mission is to provide comprehensive financial planning, not just investment advice. I offer advice-only services. I do not manage your assets for a fee, nor do I charge an ongoing retainer fee. I will also never collect a commission for anything I recommend. I will help you develop a full financial plan upfront and then support you as you decide on an hourly basis. Typically, this involves semi-annual meetings, but its completely up to you! When I'm not immersed in financial planning, you can find me attending various events of my children, staying up-to-date on financial topics or cheering on my favorite football team! I work virtually with clients, expanding my reach and keeping your costs low. If you are interested in finally putting your finances on a roadmap, developing a checklist to financial freedom, or just need a vector check, I have your six. If you are ready to change your financial future today, lets connect!

Jonathan West is a financial advisor at Montgomery Capital Management, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Legg Mason Wood Walker, Incorporated and College Funding Group, LLC. In addition to his advisory role, he serves as a director at College Funding Group, providing guidance on college funding and financial aid. Montgomery Capital Management offers portfolio management and college-funding consulting for individuals, high-net-worth clients, pension plans, trusts, estates, and charitable organizations. The firm uses a top-down macro strategy called the "Good Shepherd" approach, actively managing assets across multiple asset classes and incorporating behavioral and psychological analysis in its investment process.

Craig Thompson is a ChFC® designated financial advisor with 27 years of industry experience. He has been with Asset Solutions since 2003 and previously worked at Hornor, Townsend & Kent, LLC for six years. Asset Solutions serves individual investors and small-business retirement plans with discretionary active portfolio management across various account types. The firm employs a market-timing, active strategy using technical, cyclical, and fundamental analysis to adjust sector allocations, including the use of hedging and leveraged instruments.

Margaret Bilby is a CFP® with 18 years of industry experience, currently serving as the sole advisor at Gen2 Advisors, LLC. Her prior roles include positions at Cyndeo Wealth Partners, David Vaughan Investments, USAA Financial Planning Services, and Merrill. She volunteers as Development Chair for the Winter Park Day Nursery, a nonprofit organization in Winter Park, FL. Gen2 Advisors, LLC provides portfolio management and financial planning primarily for high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a variety of analytical methods and emphasizes long-term trading strategies, often with discretionary trading authority and custody at Schwab Institutional.

Aleksandr Dyo is a financial advisor at Smart Portfolio with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Profectus Wealth Management and RGL Group Insurance and Financial Services, where he is a principal. Outside of advisory work, he is involved in managing and investing in qualified opportunity zone real estate assets and serves in leadership roles at several related business entities. Smart Portfolio primarily serves high-net-worth individuals and pension or profit-sharing plans, offering fee-based discretionary portfolio management and retirement plan investment services. The firm focuses on customized, rules-based, risk-adjusted strategies across various asset classes and integrates plan-level investment management with plan design through affiliated consulting and insurance services.

Thomas Repeta is the sole advisor at Harbor Investment Advisors in Portland, ME, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 22 years of industry experience and has been with Harbor Investment Advisors since 1998. Harbor Investment Advisors provides discretionary portfolio management primarily for individuals, trusts, and retirement plans, focusing on mutual funds, exchange-traded funds, and balanced allocations. The firm typically serves larger account sizes and combines top-down and bottom-up analysis using third-party research, managing accounts on a discretionary basis with regular reviews and detailed performance reporting.

John McBride is the sole advisor at Stewardship Wealth Advisors in Phoenix, AZ, holding Series 63, 65, and 66 licenses with 19 years of industry experience. He has operated as a sole proprietor since 2003 and has longstanding involvement with Stewardship Wealth Advisors and its related entities. McBride also provides life and disability insurance to his clients through Stewardship for Life, Inc., a business he owns. Stewardship Wealth Advisors serves individual investors, high-net-worth clients, and charitable organizations, offering fee-based financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm employs a Modern Portfolio Theory-based investment process, manages accounts on a discretionary basis, and provides client education through seminars and workshops.

Lawrence Lewandowski is a CFP® and PFS™ credentialed advisor and the sole owner of LRL Financial Planning Services, Inc., with 12 years of experience in financial planning and 48 years as a CPA. He operates an independent financial planning firm in Countryside, IL, and also maintains a separate tax and accounting practice under his CPA designation. LRL Financial Planning Services provides comprehensive financial planning and investment advisory to individuals, primarily middle- to high-net-worth clients. The firm emphasizes a buy-and-hold investment approach with non-discretionary management and offers educational seminars alongside personalized financial plans and periodic reviews.

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 sole advisor at Fischer Advisors LLC in Garden City, NY, holding Series 63, 65, and 66 licenses with 10 years of industry experience. His prior roles include positions at Credit Suisse from 2009 to 2017 and at S3 Partners from 2018 to 2023. Fischer Advisors LLC provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients. The firm utilizes a combination of modern portfolio theory, long- and short-term trading strategies, and access to private placements and venture capital, maintaining client accounts at Schwab Institutional.

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.