Michael Preble is a financial advisor at Whitehall Row Advisory, LLC with five years of industry experience. He holds Series 65 and Series 66 licenses. Prior to his current role, he worked at Bridge Angel Investors and has additional experience with Hestia Management, LLC, Tibbetts Family Holding Co., LLC, Camargo Capital, LLC, and Cue Financial Group, Inc. Outside of Whitehall Row Advisory, he is involved in managing a wind-down private fund and providing due diligence for an angel investment group. Whitehall Row Advisory offers outsourced chief investment officer services, independent investment committee support, and project-based consulting primarily for ultra-high-net-worth families, family offices, and foundations. The firm employs a research-driven approach focused on asset allocation, manager diligence, and direct alternative investments, operating strictly in an advisory capacity without taking custody of client assets.

Darren Schuringa is a CFA® charterholder and the sole advisor at Yorkville Capital Management LLC, where he has worked since 2006. He has 20 years of industry experience. Yorkville Capital Management provides discretionary portfolio management and investment supervisory services to high-net-worth individuals and various institutional and household accounts. The firm employs proprietary risk models and asset-allocation algorithms, tactical hedging, and short selling as part of its risk-management strategy.

Christine Turnbull is a financial advisor and principal of 401K Assist, LLC with 22 years of industry experience. She holds the Series 63 and Series 65 designations and has led her independent firm since 2016. In addition to her advisory role, she works as an independent insurance agent, selling life, accident and health, and variable contracts. 401K Assist, LLC serves a small client base including high-net-worth individuals, retirement plans, corporations, charities, and other business entities. The firm offers financial planning, portfolio management, and retirement plan consulting with a focus on individualized asset allocation using mutual funds and periodic rebalancing, relying on third-party advisers and custodians for investment management.

Antony Stureman is a CFP® with 28 years of industry experience, currently serving as the sole advisor at Krouse Stureman & Associates, Inc. He has previously worked at FSC Securities Corp and has long-standing ownership roles at Krouse Kern Wealth Management, Inc. and KK Risk Management, LLC, an insurance agency where he is a licensed life, health, and LTC agent. Krouse Stureman & Associates offers personalized financial planning and investment advisory services to individuals, high-net-worth families, and institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a Modern Portfolio Theory-based approach focusing on asset allocation, diversification, and using passively managed institutional-class mutual funds, managing portfolios primarily on a discretionary basis through independent custodians.

Prasant Sahoo is a CFA® charterholder and principal of Mission Peak Investors, LLC, an independent wealth management firm based in Fremont, CA. He has nine years of industry experience, including time as a self-employed advisor before founding Mission Peak Investors in 2017. Mission Peak Investors is a fee-only practice serving individual and family clients, trusts, and select institutional accounts. The firm focuses on discretionary portfolio management driven by bottom-up fundamental analysis, using a mix of ETFs, mutual funds, closed-end funds, and selected individual securities, with occasional tactical strategies and performance-based fee arrangements for qualified clients.

Russell Wild is the sole advisor at Global Portfolios, LLC, an independent firm based in Philadelphia, PA. He holds a Series 65 designation and has 17 years of industry experience, including 16 years with Global Portfolios. In addition to his advisory role, he is a self-employed financial journalist who writes articles and books primarily about investing. Global Portfolios provides referral services to individuals, businesses, and high-net-worth clients, directing them to third-party advisers for portfolio management. The firm emphasizes market efficiency, asset-class allocation, and low-cost indexing, referring clients to vetted fee-only advisers with aligned investment approaches.

Daniel Heffernan is the principal of Heffernan & Associates, Inc. in St. Louis, MO, holding the CFP® designation and Series 63 license with 28 years of industry experience. He has been with Heffernan & Associates since 1985. Heffernan is also licensed as a life insurance agent for fixed annuities with Jackson National Life Insurance Company and AssetMark Trust Company. Heffernan & Associates provides investment advice and financial counseling to individuals, families, and related entities, managing approximately $17.12 million in client assets as of December 31, 2024. The firm employs a fundamental, long-term investment approach with a focus on macroeconomic assessment, credit analysis, and valuation, operating primarily on a non-discretionary basis with ongoing consultation and financial planning services.

David Rakecky is a CFP® and holds a Series 66 license, with three years of experience in financial advising. He is the sole advisor at Tetra Wealth Management in Grosse Pointe Shores, MI. Prior to his current role, he worked at Raymond James & Associates and Rocket Mortgage among other positions. Rakecky is also involved in related operating companies including Tetra Insurance Agency and Tetra Tax. Tetra Wealth Management provides discretionary investment supervisory services and financial planning primarily to individuals and families. The firm’s portfolios emphasize long-term, diversified core exposures using ETFs and mutual funds, with risk managed through equity, fixed income, and cash allocation adjustments. The firm’s related mortgage, insurance, and tax affiliates operate under common ownership, with disclosures provided to clients before referrals.

Imodu Kerobo is a Series 65-licensed advisor at Noya Investment Advisors LLC with one year of industry experience. His career includes roles at Sterling Partners and entrepreneurial ventures such as DVI Training LLC and Premium Business Research LLC. Noya Investment Advisors LLC serves individuals, high-net-worth clients, trusts, estates, business entities, and employer-sponsored retirement plans, offering portfolio management, retirement-plan advisory, financial planning, and business consulting. The firm employs a fundamental analysis and modern portfolio theory approach through custom model portfolios and provides institutional pension consulting and discretionary management services for employer plans.

Patrick Bloomfield is a CFP®-certified financial advisor with 43 years of industry experience. He is the principal of Bloomfield Asset Management, Inc., an independent advisory firm based in Sanibel, FL. His prior experience includes roles at Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing, where he worked for a combined 17 years. Bloomfield Asset Management provides discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, foundations, and institutional or corporate clients. The firm follows a documented client profile and written investment plan, implementing diversified asset allocation with periodic rebalancing and performance reviews, and offers unique features such as managing a legacy wrap-fee program and maintaining formal sub-advisory relationships with other registered investment advisers.

Austin Todd is the sole advisor at Capital United Investments LLC in Yucaipa, CA, holding a Series 65 designation with five years of industry experience. He has operated as Austin Todd DBA Capital United since 2016, combining investment advisory services with mortgage brokerage and real estate investing activities. Capital United Investments LLC is an independent advisory firm serving individuals, trusts, corporations, and plan sponsors with fee-based portfolio management, financial planning, and qualified retirement plan consulting. The firm employs a tactical asset-allocation approach that incorporates fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary services.

John Buerger is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Altus Wealth Solutions since 2004. He is also the business manager and 50% owner of Accents, a retail business in Atascadero, CA, and operates a one-person life insurance agency, Buerger Insurance Solutions. Altus Wealth Solutions is a virtual independent advisory providing financial planning, investment management, business consulting, and pension consulting to a diverse client base including individuals, trusts, charitable organizations, small businesses, and institutional entities. The firm offers passive and tactical investment strategies tailored to client risk profiles and manages approximately $5.2 million in assets across 26 accounts.

Ross Pauley is a CFP® professional with 25 years of experience in financial advising. He is the principal of Capital Achievements, LLC in Dallas, TX, where he has worked since 2017. Prior to that, he operated Pauley Financial Services, Inc. for over two decades and was involved with Now's the Time - Move Forward, LLC from 2022 to 2024. Capital Achievements provides investment management and financial planning services to individuals, families, and trusts, managing over $154 million in client assets. The firm focuses on active asset management, comprehensive planning, and offers both discretionary and non-discretionary account management, with a client base that is relatively small compared to its asset size.

Peter Laakso is a financial advisor with Priority Investment Management LLC in Akron, OH. He holds a Series 65 designation and has 12 years of industry experience, including a decade at Meridian Capital Management Group, Inc. from 2014 to 2024 and prior self-employment from 2010 to 2016. Priority Investment Management LLC provides discretionary asset management services to individuals, including high-net-worth clients, and business entities. The firm offers customized investment programs using a mix of fundamental, technical, charting, and cyclical analysis, with an emphasis on managing accounts separately and allowing clients to vote their own proxies.

Jason Kim is the sole advisor at Rosasharn Investment Management, LLC, an independent firm based in San Francisco, CA. He holds a Series 65 designation and has 11 years of industry experience. Kim is also president of Alpha Gaming, Inc., a business consulting firm. He has been involved with Knighted Ventures, LLC since 2012. Rosasharn Investment Management provides discretionary portfolio management for individuals, high-net-worth clients, and small businesses. The firm employs a long/short equity and global macro strategy using fundamental and technical analysis across multiple asset classes, including derivatives and leverage, with some clients subject to performance-based fees.

David Ely is a CFP® and ChFC® with seven years of experience in financial planning. He is the sole advisor at Sugar Hill Advisors, LLC, an independent firm based in Enfield, NH. Ely has worked with Sugar Hill Advisors since 2009, with a brief tenure at Twin Pines Housing Trust from 2016 to 2017. Sugar Hill Advisors provides financial planning services to individuals, high-net-worth individuals, and charitable organizations, offering plans without an asset minimum. The firm emphasizes diversified investment recommendations and employs a long-term approach, focusing on delivering written financial plans rather than ongoing portfolio management.

Patrick Brennan is the sole advisor at Brennan Asset Management in Napa, California, with 13 years of industry experience. He holds the CFA® designation and Series 63 license. His career includes initial work at Brennan Asset Management starting in 2012, a year at HCM Wealth, and then returning to lead his independent firm since 2015. Brennan Asset Management provides discretionary portfolio management services to individuals, high-net-worth clients, corporations, institutions, and charitable organizations. The firm uses a fundamental value investment approach focused on concentrated, long-term portfolios, and also manages private pooled funds alongside individual accounts.

Ajay Jani is a financial advisor at Single A Capital, LLC in New York, NY, holding Series 63 and Series 65 licenses with five years of industry experience. He has been with Single A Capital since 2015. Single A Capital is an independent investment adviser serving primarily individuals and high-net-worth clients with discretionary management of public equities, mutual funds, and ETFs. The firm employs a growth-stock strategy using proprietary fundamental and technical screening alongside a distressed-equity-index approach, managing portfolios on a discretionary basis with ongoing monitoring and rebalancing.

Richard Patap is a CFP®-certified financial advisor with 27 years of industry experience. He has led Patap Financial Services since 2011 in Naperville, IL. In addition to his advisory work, he is involved in insurance and annuity sales through a related business. Patap Financial Services provides personalized financial planning and investment management to individuals, estates, and small businesses, managing approximately $50.7 million for about 135 clients. The firm serves both high-net-worth and non-HNW clients, using a strategic asset allocation approach that combines index funds, ETFs, and actively managed funds, and offers both fee-based advisory services and commissionable insurance products through an affiliated agency.

William Sands Jr is the principal advisor of DEL VAL Retirement and Investment Services Inc in Doylestown, PA, with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including PNC Investments and Winthrop Partners. Outside of financial advising, he serves as a board member of the Plumstead Historical Society and is involved in construction project management through Edwardson Construction. DEL VAL Retirement and Investment Services provides discretionary asset management and financial planning to individuals, trusts, small businesses, and estates. The firm tailors investment strategies to client objectives using a range of analytical approaches and financial instruments, managing approximately $1.9 million in assets for a small client base.