Anuraag Shah is the sole advisor at Tusker Capital, LLC, holding a Series 65 designation with 14 years of industry experience. He has been with Tusker Capital since 2010. Tusker Capital primarily advises pooled investment vehicles and institutional-style managed accounts, also providing investment advice to high-net-worth individuals. The firm employs a flexible, opportunistic long/short and relative-value approach focused on global equity and commodity markets, utilizing fundamental research and a combination of exchange-traded and over-the-counter instruments.

Richard Vera II is a financial advisor at VERA-CPA, Inc. with two years of industry experience. He holds the PFS™ and Series 63 designations and has previously worked at Avantax Advisory Services and held various roles with the US Small Business Administration, Intuit Inc., and the US Department of Defense. Outside of advising, he serves as a finance committee member for the Hemlock Farms Community Association and is a trustee for the National Foundation for Animal Rescue. VERA-CPA, Inc. is a fee-only CPA firm providing financial planning and accounting services, including tax preparation and forensic accounting, to individuals, trusts, estates, charitable organizations, and businesses. The firm focuses on written financial plans and strategic asset allocation using a core-and-satellite approach, primarily recommending passive index funds and ETFs, and does not accept discretionary trading authority or performance-based fees.

Jaron Poulson is a CFP® professional with 25 years of industry experience. He is the sole advisor at JHP Planning, LLC, an independent firm he founded after nearly a decade at Commonwealth Financial Network and previous roles at Mass Mutual Investors Services and other firms. JHP Planning, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm utilizes model allocations and third-party strategist portfolios, focusing on modern portfolio theory and quantitative analysis, and offers estate-planning services through a third-party provider.

Jonathan Cohen is a financial advisor at CHC Financial Solutions, LLC with 17 years of industry experience. He holds a Series 66 designation and a Certified Public Accountant (CPA) credential. Prior to his current role, Cohen has held positions at firms including Avantax and Cetera. Outside of advising, he serves on the Board of Trustees of the Association of Practicing CPAs and participates on the Maryland Association of CPAs Investment Committee. CHC Financial Solutions, LLC provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and business owners. The firm emphasizes discretionary portfolio management and financial planning, focusing on customized asset allocation and the use of mutual funds, ETFs, and third-party managers.

Daniel Peterson is a CFP® with 32 years of industry experience and has been with Northbay Financial Group, Inc. since 2003. He is the president and CEO of North Bay Financial Group, which provides income tax preparation services through its subsidiary Express Income Tax Services. Northbay Advisors is an independent firm serving individuals, trusts, estates, charitable organizations, and small businesses with personalized financial planning and investment management. The firm combines advisory services with an affiliated tax-preparation practice, offering clients integrated tax and planning coordination.

Pablo Sagion is a financial advisor at Mangrove Advisors, LLC in Santa Monica, CA, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at Goldman Sachs and Bank of America, among others. Mangrove Advisors provides personalized financial planning and wealth management to individuals, families, and business owners, focusing on a combination of fundamental analysis, passive indexing, and modern portfolio theory. The firm operates on a non-discretionary basis with regular portfolio reviews and offers both managed accounts and standalone planning or consulting services.

Joel Beyer is a financial advisor at 21:5 Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Heritage Wealth Management and RFG Advisory. Beyer has been self-employed since 1989 and founded 21:5 Advisors in 2024. 21:5 Advisors provides investment management, comprehensive financial planning, and facilitates estate-planning document preparation through third-party technology platforms. The firm serves individuals, high-net-worth clients, charitable organizations, and businesses, employing a mix of passive and active investment strategies guided by modern portfolio theory and emphasizing integrated operational and cybersecurity planning.

Rebecca Newton is a CFP® and Series 66 credentialed advisor with 21 years of industry experience. She is the principal of Financial Journey LLC, where she has worked since 2020. Prior to that, she was with Concord Wealth Partners for three years and Financial Strategies Group for ten years. In addition to her advisory work, she is the founder of Financial Journey Courses LLC, which provides educational content, and she serves as a seasonal tax lead supporting tax preparation with Intuit Inc. Financial Journey LLC serves individual and high-net-worth clients with tailored investment management and a range of financial planning services, including project-based and ongoing comprehensive planning. The firm uses a Modern Portfolio Theory-based approach primarily implemented through passive vehicles, supplemented by fundamental, technical, and cyclical analysis, and incorporates tax-aware and goal-based portfolio reviews.

Heath Hamrick is a CFP® professional with 19 years of industry experience, currently the sole advisor at H Cubed Financial Solutions in Granbury, TX. He previously worked at Team Financial Strategies for seven years before founding his current firm in 2017. H Cubed Financial Solutions offers discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs strategic asset allocation with a value-oriented, long-term approach and incorporates derivatives and leverage strategies, such as options and short sales, within separately managed accounts.

Sean Leder is the principal of TSL Investment Management, LLC in Boca Raton, FL, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has managed Leder Holdings, LLC since 2011 and Leder Realty & Management, Inc. since 1995, where he serves as president and director, providing real estate advice and management services. Through these entities, he also manages privately held real estate investments and related management activities. TSL Investment Management offers discretionary portfolio management and investment supervisory services to individual, high-net-worth, and certain corporate clients. The firm emphasizes fundamental analysis and customizes asset allocation based on client risk tolerance, tax situation, and time horizon, including private real estate projects managed through affiliated brokerage and management entities.

Holmes Osborne is the sole advisor at Osborne Global Investors, Inc. in Lee's Summit, MO. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 22 years of industry experience. Prior to founding Osborne Global Investments in 2004, he has spent his entire advisory career at this firm. He also writes financial articles for Seeking Alpha and Gurufocus.com. Osborne Global Investors provides fee-based investment management and supervisory services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach is based on fundamental analysis and typically involves limited discretion, with portfolios monitored daily and reviewed weekly to ensure alignment with client goals.

Zuri Idoeta is a financial advisor at Eagleview Asset Management, LLC with 32 years of industry experience. Prior to founding Eagleview in 2025, Idoeta spent over 20 years with Insight Securities, Inc. Outside of advising, Idoeta is the sole owner of Wampum LLC, an e-commerce business focused on reselling home goods and medical instruments. Eagleview Asset Management provides discretionary and non-discretionary portfolio management services primarily to individuals and high net worth clients. The firm employs a combination of fundamental, technical, and charting analysis, offering long- and short-term positions, options strategies, and periodic rebalancing.

Robert Fordham is a CFP® with 22 years of experience in financial advising and is the principal of Fordham Financial Services, Inc., an independent firm he has led since 1999. He is also a practicing CPA, providing accounting and tax services alongside his advisory work. Fordham Financial Services, Inc. manages approximately $24.8 million for around 41 clients, primarily individual and high-net-worth investors and trusts. The firm offers financial planning, discretionary portfolio management, and project-based tax and small-business consulting, utilizing a long-term investment approach that combines fundamental and technical analysis.

Alexander Shoker is a financial advisor at Fauchard Investments with five years of industry experience. He holds a Series 65 designation and has worked at Shoker Investment Counsel, Inc. and IHS Markit. Outside of his advisory role, he is involved with Lapidary, LLC and Graunt, Inc. Fauchard Investments is a fee-only, state-registered investment adviser that primarily serves dentists, dental specialists, and their families. The firm offers discretionary investment management alongside integrated financial planning and specialized practice-level financial guidance for dental professionals.

Dale Bryant is the sole advisor at Bryant Group Advisors in New York, NY, holding Series 63 and Series 65 credentials with four years of industry experience. He has been associated with The Bryant Group since 1996. Bryant Group Advisors manages discretionary investment accounts for individual investors and small businesses, focusing on retirement planning and portfolio management primarily through broadly diversified index mutual funds. The firm emphasizes a structured allocation approach based on client risk profiles and does not permit investment restrictions or security-specific requests.

Robert Horowitz is a CFA® charterholder with 23 years of industry experience. He operates Robert Horowitz Wealth Management, an independent advisory firm based in Mill Valley, CA, where he provides discretionary investment management and financial planning services. Horowitz has managed his own firm, Robert V. Horowitz, LLC, since 2003. Robert Horowitz Wealth Management offers fee-only investment management and financial planning to individuals, families, and trusts, focusing on a client base of busy professionals and retired couples. The firm emphasizes a strategic asset allocation approach using primarily passively managed mutual funds with global diversification, and it maintains a close operational relationship with Dimensional Fund Advisors.

Daniel Schwenker is the sole advisor at D.A. Schwenker & Associates, Inc., an independent firm based in Worthington, Ohio. He holds a Series 63 designation and has 41 years of industry experience, including over 33 years at his current firm. D.A. Schwenker & Associates serves primarily individual clients, mostly age 50 and over, and a limited number of high-net-worth individuals. The firm offers financial planning, ongoing investment advice, and portfolio management through a tailored, longer-term, largely passive approach, combining non-discretionary client decisioning with recommended third-party discretionary managers.

Keesha Tyler is a CFP® professional with 12 years of industry experience, operating under her own firm, Keesha Tyler LLC, since 2018. She also co-manages Tyler Financial Group LLC, where she provides business accounting, tax preparation, and consulting services. Keesha Tyler LLC offers financial planning services to individuals and high-net-worth clients, focusing on retirement, tax and estate planning, cash-flow and debt management, business planning, and investment analysis. The firm employs a primarily passive investment approach using index mutual funds and ETFs and provides various engagement options without taking custody of client assets.

Stephen Parsons is a financial advisor at Wealth Management Consultants L.L.C. in Castle Pines, Colorado, holding Series 63 and Series 65 designations with 20 years of industry experience. He has been with Wealth Management Consultants L.L.C. since 2015. Wealth Management Consultants L.L.C. provides comprehensive wealth management services to high-net-worth individuals and charitable organizations, combining investment management with estate, tax, cash flow, debt, and insurance planning. The firm emphasizes discretionary portfolio management using no-load mutual funds and ETFs, individualized asset allocation, and may include private partnerships and lower-rated fixed-income securities as part of its investment approach.

James Byrne is a financial advisor at Grand Street Advisors, LLC in Kansas City, MO, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has worked at Grand Street Advisors since 2004 and has been affiliated with Sanwa Universal Securities Co., LLC since 1991. Grand Street Advisors is a small, independent advisory firm serving individuals, retirement plans, trusts, banks, and other business entities. The firm manages approximately $9 million across about 16 clients, providing non-discretionary portfolio management, one-time advisory consulting, and pension consulting services with customized asset allocations based on fundamental, technical, and charting analysis.