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.

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.

Anthony Kinzie is a CFP®, CEPA, CPWA®, professional with nine years of industry experience, currently serving as the President of Blue Bear Private Wealth. His career includes roles at Cetera Advisors LLC, Principal Securities, and Nucor Steel Berkeley. Outside of advisory services, he is co-owner and president of ICAP, LLC, a property and casualty business. Blue Bear Private Wealth is an SEC-registered investment adviser providing discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs, with the ability to incorporate individual securities and options to meet client objectives.

Hi, I’m Ekenna Anya-Gafu, CFP, AAMS, AIF and the founder of Pacific Canyon Investments. I started this firm because growing up, I saw too many people make the wrong financial decisions, not because they didn’t care, but because no one ever showed them how. I decided to change that. After years in the industry helping build a firm from $200K to over $483M in assets, I launched PCI to bring honest, strategic, and empowering financial guidance to people from all walks of life. Whether you’re managing an IPO, a new or experienced healthcare worker, or want a better plan, I’m here to help.

Ronald Lang is a financial advisor at Atlas Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Atlas Wealth Management since 2012. In addition to his advisory role, he is involved with MajesticTrader.com LLC, a business he has been part of since 2010. Atlas Wealth Management primarily serves individual clients, including many high-net-worth households, as well as pension and retirement-plan sponsors. The firm offers portfolio management, financial planning, and ERISA retirement-plan advisory services, using fundamental and technical analysis to tailor portfolios to clients’ financial situations and risk tolerance.

Kory advises high-net-worth retirees and pre-retirees who seek tax efficiency and protection of the wealth they have built over decades. His practice is centered on a clear objective: reduce portfolio risks and minimize lifetime taxes paid. Unlike traditional advisors who separate investment management from tax planning, Kory integrates both into a unified retirement strategy. He understands that for affluent retirees, true success is measured by net after tax income and portfolio resilience across market cycles. Investment decisions are aligned with proactive tax planning to help clients keep more of what they earn while managing volatility. Kory specializes in retirement income planning, tax efficient portfolio design, and long term wealth preservation. His insights have been featured by Star Tribune, NBC, ABC, CBS, and Fox. New Generation Wealth Management provides financial planning and advisory services primarily to individual clients. The firm utilizes a single third-party manager for portfolio management, focusing on due diligence and client support rather than direct asset management or discretionary trading.

Rajiv Dixit is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently the sole advisor at Serenity Capital Advisors Inc., a firm he joined in 2025 after working at Ralph Parks Investment Group LLC for 20 years. Serenity Capital Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers tailored investment strategies combining technical charting with fundamental, cyclical, and economic analysis, and also delivers ERISA-focused retirement plan services with direct asset management.

Greater Than Financial is a fee-only fiduciary financial planning and wealth management firm based at 412 Court Street in Savannah, Missouri. The firm works with families, including high-net-worth households, business and farm owners, and retirees within roughly 100 miles of Savannah. Communities served include St. Joseph, Maryville, Cameron, Platte City, the Kansas City Northland, and nearby areas. Wakefield Hare, CFP®, has 18 years of industry experience. He helps clients coordinate investments, retirement income, tax planning, estate questions, business succession, and major financial decisions. Current fees and controlling disclosures are available at greaterthanfinancial.com/fees.

I’m Delaware’s only professional futurist and the founder of StratFI, a boutique investment advisory firm built around a simple question: “What happens next?” Before launching StratFI, I served as lead portfolio manager for a multi-family office working with inherited wealth families. At the start of my career, I worked as a financial planner for what is now Ameriprise. Today, StratFI provides active investment management for active people — particularly professionals and retirees focused on building, preserving, and navigating long-term wealth. I work with a limited number of clients to maintain meaningful relationships and deliver a highly personalized experience. Clients receive direct access to their portfolio manager, customized investment strategies, and thoughtful guidance. All client assets are custodied with Charles Schwab. StratFI operates as a fee-only fiduciary, meaning no commissions and no conflicts of interest. To maintain a high standard of service and customization, we typically work with clients who have $500,000 or more in investable assets.

Patrick A. Manconi, CFP®, serves as Senior Financial Advisor of Dougherty Investment Advisors, where he takes a disciplined and data-driven approach to financial advising. He works with clients to develop efficient and actionable financial plans tailored to their unique goals and priorities. As a fee-only fiduciary, Patrick provides objective advice in retirement planning, investment management, tax-efficient wealth strategies, and estate planning. His mission is to equip his clients with the tools they need to reduce financial stress and pursue their goals with confidence. Early in his career, Patrick became one of the youngest CERTIFIED FINANCIAL PLANNER® professionals in the country after completing the CFP Board’s education, examination, ethics, and professional experience requirements at the age of 23. He is currently pursuing a Master of Business Administration degree with a concentration in Finance from the New York University Stern School of Business. A third-generation Tampa Bay native, Patrick was born in Spring Hill and raised in Tampa. He earned dual Bachelor of Science degrees in Finance and Computer Engineering from the University of South Florida, graduating cum laude with both degrees. He competed as a Division I student-athlete on the USF Bulls football team and was named to the American Athletic Conference All-Academic Team. He is the son of decorated Vietnam veteran Sgt. Thomas Manconi and the grandson of Vince Vanni, a local educator and former president of The Greater Hernando County Chamber of Commerce. Patrick is inspired by his family’s longstanding commitment to service, education, and business leadership. Outside of the office, Patrick enjoys following USF athletics, staying active, volunteering, and spending time with family and friends. He is actively involved in the Hernando County community and serves on the board of a local nonprofit organization.

Drawing on nearly two decades of experience serving clients, Ryan helps you coordinate and prioritize your life and wealth goals to help you confidently catalyze financial freedom. Ryan helps you understand the big picture of how the various and competing components of your plan fit together while providing you with the clarity and detail you need to optimize your cash flow, reduce your taxes, avoid unnecessary risk and fully leverage your wealth to achieve your life goals and passions. Ryan is a CERTIFIED FINANCIAL PLANNER (TM) and graduate of Taylor University with a degree in Economics and Mathematics. He holds a master’s degree in Personal Financial Planning and has also studied International Economics at Oxford University in England. Ryan, his wife, Kathryn, and their three kids live in Carmel, Indiana, where they are active members in their local community. When away from the office, Ryan enjoys coaching sports, serving in the children’s ministry at his family’s church, playing basketball, hiking and biking with his family, and hopes to one day convince his wife to do an RV vacation out West. Catalyze Wealth Management provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm integrates investment advisory services with legal- and accounting-adjacent offerings, including in-house tax and bookkeeping services and educational seminars, while primarily utilizing low-cost index funds and ETFs with a systematic risk management approach.

Sarah Williams is a financial advisor at Selkirk Wealth Advisors, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Fulcrum Financial Group before joining Selkirk Wealth Advisors in 2017. Selkirk Wealth Advisors provides comprehensive financial planning and discretionary investment management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm customizes portfolios using no-load mutual funds, ETFs, individual stocks and bonds, and offers access to third-party money managers while managing approximately $207 million for around 204 clients.

William Kowalski Jr. is a financial advisor at Brightward Financial LLC in Denver, CO, holding Series 65 and Series 66 licenses with six years of industry experience. His previous roles include positions at The Millstone Evans Group, Atomos Nuclear and Space Corporation, and Raymond James & Associates. Brightward Financial LLC provides discretionary portfolio management, financial planning, and pension consulting services to individuals and business entities. The firm employs a multi-asset investment approach using proprietary models focused on diversification and tax-aware total-return strategies.

David Mathias, CFP®, RICP®, MSBA, is a CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional® based in Cloverdale, CA. With over a decade of experience in banking and finance, he specializes in retirement planning, retirement income strategies, and tax-efficient investing for clients across the country, with deep roots serving families throughout Sonoma and Mendocino Counties and the broader North Bay Area. David's background in philosophy shapes how he approaches every financial conversation: with patience, careful listening and a commitment to getting to the real question. He holds a BA from Lindenwood University (2013, Magna Cum Laude), where he served as Student Body President and competed on the National Championship shooting team. He also holds an MS in Business Administration specializing in Financial and Tax Planning from San Diego State University, where he graduated top of his program in 2022. David lives just over an hour north of San Francisco in Northern California's wine country with his wife, Claudia, and their three sons, Benjamin, Levi, and Noah. When he's not with clients, you'll find him enjoying Sonoma's vineyards and Mendocino's rugged coastline and redwoods with his family. Who I Work With I work with individuals and families at every stage of the retirement journey — from those beginning to plan in their 50s and 60s, to those already retired and focused on making their money last. Most of my clients are navigating questions like: When should I retire, and will I have enough? How do I turn savings into reliable monthly income? When is the best time to claim Social Security? How do I reduce what I'm paying in taxes in retirement? What happens to my finances if something happens to me? Areas of Focus Retirement Income Planning Social Security Timing & Optimization Tax-Efficient Withdrawal Strategies Investment Management Retirement Transition Planning