Allen Harris Sr. is a financial advisor with Wealth Ready, holding a Series 66 license and bringing nine years of industry experience. He has worked at firms including Arvest Wealth Management, Merrill, Bank of America, and currently Health Equity, where he is employed full time as a Service Delivery Manager. Outside of his advisory role, Mr. Harris serves as President of the Board of Directors for the Arkansas Employment Career Center, a nonprofit organization. Wealth Ready is an independent registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides financial planning and discretionary portfolio management with no account minimums, using a risk-based approach that incorporates diversified portfolios primarily through passive strategies, while allowing short-term trading and options where appropriate.

Howard Shemitz is a CFP® professional with 21 years of industry experience. He has been with Integrated Asset Management, Inc. since 1991. The firm provides discretionary and non-discretionary investment advisory services and standalone financial planning to individuals, high-net-worth clients, and sponsors of pension and profit-sharing plans. Integrated Asset Management employs a range of strategies including long-term, short-term, and trading approaches, and offers pension consulting and participant education as part of its services.

Kevin Kaspar is a CFP® professional with three years of industry experience currently serving at Trackside Wealth. His background includes six years as a CPA at Kaspar & White CPA, PC, and prior roles at PwC and KPMG. He is also involved with Lemonade Stand Accounting, LLC. Trackside Wealth offers comprehensive financial planning and discretionary investment management for individuals, including high-net-worth clients. The firm uses a passive investment approach based on Modern Portfolio Theory and integrates financial planning with portfolio management under a flat, fixed-fee pricing model.

Jonathan Kolmetz is a CFP® with 21 years of industry experience, currently serving as the sole advisor at Oaks Wealth Management in Houston, TX. His prior roles include positions at LPL Financial LLC and Strategic Financial Concepts, LLC. Outside of his advisory work, he is a financial therapist and counselor with Alaphia Financial Wellness and Oaks Counseling Associates, respectively. Oaks Wealth Management provides tailored investment management and comprehensive financial planning to individual and high-net-worth clients, as well as charitable organizations. The firm employs a primarily passive investment approach using diversified portfolios of index mutual funds and ETFs, supported by individualized plans and regular reviews.

Phyllis Storms is a financial advisor at Arrington Financial Advisors, LLC with 17 years of industry experience. She holds the CFP®, CFA®, and Series 65 designations and has worked at Touchstone Financial Advisors since 2011. Arrington Financial Advisors provides financial planning and discretionary investment management to individuals, trusts, and estates. The firm employs a top-down investment approach combining active and passive strategies, serving a diverse client base including retail, institutional, and charitable entities.

Lewis Lee Jr is a Series 65-credentialed advisor at Childress & CO LLC with over 20 years of industry experience, including 14 years at Estabrook Capital Management and seven years as a self-employed professional. He has been with Childress & CO since 2026. Childress & CO manages approximately $120 million in discretionary assets for a select group of clients, including individuals, ERISA plans, a foundation, and private funds. The firm employs a value-oriented, top-down investment approach focused on macroeconomic and structural trends, constructing multi-year portfolios that may include concentrated positions and third-party managers.

David Fjeldsted is the sole advisor at David Russell Fjeldsted, an independent firm based in Farmington, Utah. He holds the CFP® designation along with Series 63 and 65 licenses and has 32 years of industry experience. In addition to his advisory role, he is a licensed life insurance agent and real estate broker, actively managing multiple real estate holdings and dedicating a significant portion of his time to property management and development. The firm offers personalized financial planning and investment management services to individuals, plans, trusts, and small businesses, with an investment approach that combines strategic asset allocation using both passive and active funds and global diversification to manage market risk.

Brett Alexander is a financial advisor with Cash Flow Investment Services LLC in Ogden, UT. He holds a Series 65 designation and has 30 years of industry experience, all of which have been with his independent advisory firm since 1996. Cash Flow Investment Services is a state-registered solo advisory firm managing approximately $93.2 million for about 86 individual clients, including high-net-worth individuals. The firm offers discretionary portfolio management and limited financial planning, utilizing a blend of fundamental, technical, charting, and quantitative analysis with both long-term and shorter-term trading strategies.

Rene Pochop is the principal and sole advisor at Pochop Financial Management, Inc. in South Burlington, VT. He holds the CFP® designation and Series 65 license, with 31 years of industry experience. He has led his independent advisory firm since 2006. Pochop Financial Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a mixed investment approach including fundamental, technical, and cyclical analysis, and manages a concentrated client base with a focus on discretionary portfolio management and consulting on retirement, estate, cash flow, and college planning.

Rakaan Kayali is a CFA® charterholder and holds a Series 65 license. He is the sole advisor at Halal Alpha, where he has worked since 2025. His prior experience includes roles at Practical Finance and Bashar and Fadia's Financing Co. before transitioning into investment management. Halal Alpha is an investment manager specializing in pooled vehicles and institutional accounts, offering discretionary portfolio management, tailored financial planning, and a subscription securities-rating service. The firm employs a values-based investment approach focused on equities and non-U.S. securities consistent with halal principles, combining fundamental and quantitative analysis with a long-term trading orientation.

David Malmgren is a CFA® charterholder and principal advisor at Parkview Capital LLC, an independent firm based in Germantown, MD. He has 22 years of industry experience, including 18 years at FBB Capital Partners before founding Parkview Capital in 2021. Parkview Capital LLC provides advisory services to individual and high-net-worth clients, offering portfolio management and financial planning. The firm combines fundamental analysis, modern portfolio theory, quantitative techniques, and technical analysis to create tailored investment strategies across various asset classes.

Kyle Martin is a CFP® with 17 years of industry experience, currently serving as the sole advisor at Kapela. He has prior experience at OASIS Wealth Advisors, Mutual Advisors, and Horace Mann Companies. Outside of his advisory role, Kyle owns Helix Insurance and Financial Services, an insurance agency in San Antonio. Kapela provides investment advisory and financial planning services to individual and institutional clients, including high-net-worth individuals and corporate pension plans. The firm emphasizes capital preservation, risk management, and goal-based planning, incorporating behavioral economics and a range of investment vehicles, including a digital-asset model.

Katrina Lessard is a CFP®-certified financial advisor with 24 years of industry experience. She is the sole advisor at Lessard Wealth Management, an independent registered investment adviser based in Scottsdale, AZ. Prior to founding her firm, Lessard has been affiliated with LPL Financial since 2015. In addition to her advisory work, she conducts financial education seminars and serves as a notary for client documents. Lessard Wealth Management provides financial planning, consulting, and discretionary portfolio management services primarily to high-net-worth individuals and their families. The firm employs a value-oriented, long-term investment approach combining fundamental and technical analysis, with customized advice delivered through modular written plans or ongoing portfolio management.

Joseph Martin is the principal of Goldsmith Martin Wealth Strategy LLC, an independent registered investment adviser. He holds a Series 65 credential and has been in the financial industry since 2026. Prior to founding his firm, Martin worked at Montgomery Metro Realty and Common Bond Brewers and spent seven years at Haynes Ambulance of Alabama. He is also active as a Realtor alongside his advisory practice. Goldsmith Martin Wealth Strategy provides fee-only wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a combination of passive and active investment strategies with a focus on client-specific policies, offering discretionary portfolio management and comprehensive written financial plans.

James Blue is a CFA® charterholder with 23 years of industry experience. He has been with Private Harbour Investment Management & Counsel LLC since 2008, serving as the firm's sole advisor. Private Harbour Investment Management & Counsel is an independent, SEC-registered advisory firm that provides investment management and related counsel to individuals, trusts, estates, and institutional clients. The firm employs a valuation-focused investment approach complemented by technical analysis for timing, offering tailored portfolios and strategies that include core equity, balanced, and income-generation options.

Stephen Miller is a CFP® and CFA® credentialed advisor with 21 years of industry experience. He has been with Forward Wealth Management, LLC since 2014, where he serves as the sole advisor. In addition to advisory services, he holds a life insurance license and engages in insurance product sales, which account for a small portion of his time. Forward Wealth Management, LLC is an independent advisory firm managing approximately $64 million in discretionary assets for a select group of about 42 clients, including high-net-worth individuals. The firm provides tailored investment management and comprehensive financial planning, utilizing a combination of fundamental and technical analysis with discretionary authority and quarterly performance reviews.

Zachary Bond is the principal advisor at Bond Financial Planning, LLC in Hampton, VA. He holds a Series 65 designation and has experience working as an engineer at Newport News Shipbuilding. Bond founded Bond Financial Planning, an independent registered investment adviser that provides discretionary investment management and financial planning for individual and high-net-worth clients. The firm emphasizes a long-term, fundamental-analysis approach and constructs portfolios primarily using ETFs and mutual funds, with occasional use of individual securities.

Philip Michalek is the sole advisor at PDM Investment Services, LLC, an independent firm based in Lake Orion, MI. He holds a Series 65 designation and has 15 years of industry experience. Michalek has led PDM Investment Services since 2005. PDM Investment Services advises individual investors, including some high-net-worth households, providing portfolio analysis, discretionary management, and financial planning. The firm employs a combination of strategic adaptive and tactical equity allocation, using proprietary rating models and a long-term market indicator to guide investment decisions.

Joanne Chien is a CFA® charterholder at KinVest Capital Management, Inc. with seven years of industry experience. She has worked exclusively at KinVest since 2019. KinVest Capital Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a documented Investment Policy Statement, applies fundamental, technical, and charting methods, and employs a range of trading strategies including options. It offers both performance-based and asset-based fee arrangements and manages investment decisions internally.

Matthew Durham is the sole advisor at Durham Wealth Management, LLC in St. Peters, MO, holding a Series 66 designation with 26 years of industry experience. He has led his independent firm since 2016 and also operates as a licensed insurance agent. Durham’s insurance sales form a separate business activity alongside his advisory role. Durham Wealth Management provides discretionary investment management and financial planning primarily to individual clients, managing approximately $27.6 million across about 80 accounts. The firm uses fundamental and technical analysis, cyclical analysis, and tactical asset allocation to create portfolios tailored to clients’ goals, with quarterly reviews and written financial plans delivered within about 60 days.