Zachary Sirota is a financial advisor at IRON Financial LLC with five years of industry experience. He previously worked at CAMPAIGN Capital LLC and B. Riley Securities, Inc., and has credentials including Series 63 and Series 65 licenses. IRON Financial LLC provides discretionary portfolio management and financial planning services to individuals, trusts, charities, corporations, and pooled investment vehicles. The firm manages approximately $472 million in assets, employing a combination of fundamental, technical, and quantitative analysis across various equity, fixed-income, and multi-asset strategies.

In his role at Oldfield Wealth Partners, Alex works with clients to support the financial planning process and help them make thoughtful decisions about their financial future. He is passionate about helping individuals and families gain clarity and confidence in their financial lives. Alex earned a bachelor’s degree in Business Administration with a concentration in Financial Planning from Liberty University in 2023. He is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the Certified Kingdom Advisor® designation. He joined Oldfield Wealth Partners in 2026. Alex lives in Levant with his wife, Kara, and their dog, Oakley. In his free time he enjoys fishing, playing hockey, and spending time outdoors. He and his wife are proud members of the Rock Church.

Connor Oak is a financial advisor at Crane Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including Larson Financial and Intrua Financial. Crane Capital Management provides investment management and financial planning services to individuals, families, business owners, corporations, and nonprofit organizations. The firm uses a “Family CFO” approach that integrates investments with tax strategy, estate planning, insurance, and business-transition planning, typically implementing client strategies through model portfolios or custom allocations using ETFs and individual securities.

Ledly Jennings is an advisor at CapRock Wealth Management in Little Rock, Arkansas. He joined the firm alongside its founder, having previously worked at Stephens Inc. and the Stan Miller Law Group. He also maintains his own law practice at L. Jennings Law, PLLC. CapRock Wealth Management provides wealth management, financial planning, and retirement plan consulting to individuals and generational families. The firm combines passive and active investment strategies — applying fundamental analysis and modern portfolio theory tailored to each client’s objectives — and offers discretionary portfolio management.

Brooks Jewett is a CFP® professional. Outside of his Wealth Leader role, Brooks previously coached lacrosse at Forsyth Country Day School and serves on the boards of several community organizations, including the Winston-Salem Police Foundation, Whitaker Elementary Circle and the Financial Planning Association of Charlotte.

Samuel Sharples is a financial advisor at Solid State Wealth Advisory Group with 12 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LLC for 11 years and Waddell & Reed for one year. Solid State Wealth Advisory Group is an SEC-registered wealth management firm serving individuals, high-net-worth clients, and businesses. The firm provides discretionary investment management, financial planning, and consulting with investment strategies tailored to clients’ goals, risk tolerance, and time horizon, utilizing a variety of analytical methods and may appoint sub-advisors to manage client accounts.

Bryan Lee is a CFP® with 23 years of industry experience, serving as an advisor at Strategic Financial Planning, Inc. since 1999. Strategic Financial Planning, Inc. provides discretionary wealth management and financial planning to individuals, pension plans, charitable organizations, and businesses. The firm primarily allocates assets among the portfolio best suited for each client's particular situation.

Richard is the owner and president of Archer Investment Management, a fee-only and fiduciary firm based in Austin, TX and serving clients nationwide. Archer helps tech professionals, pre-retirees, high earners, use their money to live a great life today and an even better life tomorrow. ► For Tech Professionals: We help you answer questions like… - Should I exercise my stock options now, or wait—and how do taxes impact that decision? - How do I think about buying a home or other big decisions when so much of my net worth is tied up in stock? - When is it okay to take money off the table and enjoy it, not just reinvest everything? ► For Pre-Retirees and Retirees: We help you answer questions like… - Are we actually ready to retire, or should we work a few more years? - When should we start Social Security so we optimize our lifetime benefits? - Should we be doing Roth conversions, or will that raise our taxes? We can answer questions like these and many more if you’re looking for help. ► Services We can help with proactive tax planning, equity compensation, retirement planning, financial planning, investment management, goal setting, and more.

Jonathan Fecko is a CFP® professional at Elevate Wealth Management with four years of industry experience. His prior roles include positions at Frontier Asset Management, Potomac Fund Management Inc., and The Vanguard Group, Inc. He is based in Littleton, CO and Pittsburgh, PA. Elevate Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, families, trusts, retirement plans, and select institutional entities. The firm employs diversified strategic and tactical asset allocation, integrating equities, fixed income, mutual funds/ETFs, and alternatives, and offers impact/ESG options including Biblically Responsible Investing.

Adam Wojtkowski is a CFP® professional with 17 years of industry experience, currently serving as the sole advisor at Copper Beech Wealth Management. His prior roles include positions at Northwest Asset Management, Smith, Salley & Associates, and Beaumont Financial Partners. Copper Beech Wealth Management provides portfolio management and financial planning services for individual and high-net-worth clients, managing approximately $78.2 million in discretionary assets. The firm employs a diverse investment approach incorporating multiple analysis methods and emphasizes diversification across equity and fixed-income exposures using primarily ETFs and mutual funds.

James Roberts, CFP®, CExP™, is the founder of Intentional, LLC, an SEC registered investment advisory firm based in Fort Mill, SC. He has been in the investment services industry since 2007 and works with business owners, executives, and families in Charlotte, Charleston, and nationally. James works with clients who have built significant wealth and are facing decisions where the stakes are high: selling a business, managing a liquidity event, planning an ESOP, or deciding what to pass on and how. His exit planning work follows Business Enterprise Institute standards, and his portfolio approach is tax aware by design, combining a core of low cost ETFs with individual equities, individual bonds, and alternatives for eligible investors. Every relationship begins with Wealth Identity, Intentional, LLC's proprietary assessment of how clients think, feel, and act around money. A series of personal experiences led James to a question most financial plans skip: what is the wealth actually for? That question shapes every plan he builds. Intentional, LLC generally serves individuals and families with $1 million or more in investable assets. Client assets are held at Raymond James.

Luke Friskney is a Series 65 licensed financial advisor at Arena Wealth Management LLC with two years of industry experience. His prior roles include positions at AMI Investment Management and work related to Noble Hawk Golf Links. He studied at Purdue University and has experience in both educational and other organizational environments. Arena Wealth Management is a fee-only registered investment adviser serving individuals, employer-sponsored plans, and charitable organizations. The firm employs a combination of modern portfolio theory and fundamental analysis, utilizing both passive and active investment vehicles along with Outside Managers and Separately Managed Accounts.

For Kurt, planning and investing are means to an end—after all, what’s the point of accumulating wealth for accumulation’s sake? His goal is for clients to fully enjoy their wealth both today and in the future. As such, he focuses first on helping clients map out their life, creating a detailed picture of their hopes, dreams, and wishes. Only after that big-picture plan is established does he dive into the details and identify prescriptive action steps. Then, and only then, does he discuss the best way to invest their money. This intentional order aims to ensure each strategy has a specific purpose, and that every decision the client makes is driving them closer to their long-term goals. Kurt enjoys working with young entrepreneurs and specialized professionals who are early in their careers. Many of his clients have never had a personalized financial plan, and they appreciate his fresh perspective. He challenges conventional wisdom, always seeking the “why” behind a strategy rather than simply accepting the status quo. In doing so, he often discovers additional avenues for growth, methods for clients to more efficiently achieve their goals, or ways to save on taxes. Kurt lives in Rochester, New York, with his wife Sarah and their two young children, Kai and Isla. They’re an active family that loves to be outside as much as possible, and when each of his kids turned three, Kurt taught them to ski—something he was very excited about, having started skiing himself at the age of two. They also enjoy cooking together, going on road trips, and watching movies.

Jeffrey Mansell is a financial advisor with Kodiak Capital Advisors LLC, holding Series 65 and Series 66 licenses and 10 years of industry experience. He has worked at Kodiak Capital Advisors since 2015 and previously at National Planning Corporation and Edward Jones. Kodiak Capital Advisors LLC is a state-registered investment adviser that provides discretionary portfolio management to individuals and high-net-worth clients. The firm focuses on fundamental analysis and offers investment strategies including stocks, bonds, ETFs, and options, with an emphasis on small- and medium-cap securities.

I’m Zach Thomas, founder and steward of Growth Horizons Wealth Management, based in Georgetown, TX. As a fee‑only, fiduciary advisor, our team empowers small business owners, high-net-worth individuals, and retirees to build purposeful lives through thoughtful, technology-forward wealth planning—because financial success should fuel what matters, not distract from it. My journey began after witnessing my grandfather’s financial struggles following his business exit. That experience—combined with the values of my parents (a teacher and postal worker)—shaped my mission to prevent others from suffering the same. I launched my career at Wells Fargo, built a wealth-management department at Cadence Bank, and refined my approach at Heritage Family Offices before launching my practice in July 2023. Outside of work, I’m a devoted husband, proud father to Roman, CrossFit enthusiast, triathlon finisher, aspiring author, lifelong student of the humanities, and active Christian. I believe wealth is about time, freedom, and legacy—not just dollars.

Amy Drury, CFP® is a Spokane-based financial advisor and owner at Stewardship Concepts Financial Services. She works with retirees and near-retirees who want help making sense of retirement income, investments, taxes, Social Security, and the decisions that come with this stage of life. Amy enjoys helping clients feel more organized, prepared, and confident about their financial future. Her approach is thoughtful and detail-oriented, with a focus on helping people understand how the pieces of their retirement plan fit together. Outside the office, Amy enjoys summer days at the lake with her husband, Clint, and their daughters, Blakely and Lyla. She also enjoys trying new recipes, reading, and running on sunny days.

I'm the founder of ClearMind Capital, a fee-only firm based in Columbus, OH. I work mostly with business owners, self-employed professionals, and people who are close enough to retirement that the decisions they make in the next few years actually matter a lot. The planning I do tends to live at the intersection of retirement income, tax strategy, and the messier stuff that comes with owning a business or leaving one. A lot of my clients come in with good pieces in place but nobody has ever pulled them together or looked at how the tax picture connects to everything else. That's usually where the real work is. When we get that right, something shifts. People stop second-guessing whether they're making smart moves and start feeling like they actually have a plan they understand and trust. For most of my clients, that clarity is the thing they didn't know they were missing.

Chase Guerrette is a financial advisor at Oldfield Wealth Partners with four years of industry experience. He holds a Series 65 designation and has previously worked at Ameritas Advisory Services, Thompson Financial Group, and Bangor Savings Bank. Oldfield Wealth Partners is an independent wealth management firm based in Bangor, Maine, serving business owners and high-net-worth families across the state. The firm provides financial planning and investment management tailored to clients’ individual circumstances, including business succession and coordination of personal and business financial goals.

Hey! I'm Jake, Financial Planner and co-founder of Spark Wealth Advisors. I started Spark to deliver financial advice the best way I know how, free from constraints and biases that come with working for large corporate firms. As a gay man, I strive to enhance the financial lives of other gay men who may be hesitant to work with a financial professional out of fear of judgement, or not being comfortable sharing aspects of their personal lives that true financial planning requires. My firm is fee-only and I act as a fiduciary, always putting clients' interests before my own.

I help tech professionals turn equity compensation into lasting wealth. Before co-founding Bellwether’s growth practice, I managed client assets at Morgan Stanley Private Wealth Management and traded California municipal bonds at Franklin Templeton. I then spent several years in AI Product Management leadership at Workday and Intuit, so I know RSUs, options and concentrated stock from the inside, not just on paper. Prior to this role I was head of AI PM at Intuit Quickbooks CRM. Today I’m a Managing Director and Partner at Bellwether Capital Management, a fee-only fiduciary firm. I work with a small number of families on investment management, tax-aware diversification, and planning for big moves like a home purchase, a career change, or stepping away from corporate work. CFA charterholder. UCLA Anderson MBA. Based on the Peninsula.