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.

Kevin Andersen is a financial advisor with K.W. Andersen Investment Group, LLC in Chicago, IL, holding a Series 66 designation and 13 years of industry experience. Prior to founding his independent firm, he worked at William Blair & Co LLC. In addition to his advisory role, he is employed as a commercial airline pilot for Delta Airlines. K.W. Andersen Investment Group provides financial planning, investment consultation, portfolio management, and business consultation to individuals, including high net worth clients, and small businesses. The firm uses a combination of fundamental analysis, diversified strategies, and elements of modern portfolio theory to construct tax-efficient, customized portfolios, primarily managed on a discretionary basis.

Jon Nixon is a Series 65 credentialed advisor with over 13 years of industry experience. He is the principal of Jon A Nixon CPA PC, an independent firm specializing in accounting and tax services. Nixon also owns consulting and tax preparation firms serving international organization employees and operates as a financial operations principal for multiple FINRA member firms. Jon A Nixon CPA PC primarily offers accounting and tax services to individuals, high-net-worth clients, trusts, estates, corporations, and small businesses, coordinating tax and accounting matters with clients’ investment arrangements. The firm refers clients to third-party money managers for investment advice and asset management, maintaining a distinctive structure that focuses on its CPA practice rather than direct asset management.

Richard Holbrook is the sole advisor at Holbrook Global Strategies in Foster City, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has worked at Wells Fargo since 1998. Holbrook Global Strategies manages approximately $160 million, providing discretionary investment management primarily for individuals and families, as well as foundations, trusts, pension plans, and other institutional clients. The firm employs a global, long-term, and diversified investment approach across multiple asset classes, with portfolios tailored to client objectives and the capacity to include private placements and illiquid investments.

Blake Fischer is a financial advisor with Fiduciary Wealth Partners in Citrus Heights, CA. He holds a Series 65 designation and has six years of experience with Fiduciary Wealth Partners. Outside of his advisory role, he works as a financial program manager at Pacific Gas & Electric, providing financial analysis to Electric Operations leaders. Fiduciary Wealth Partners offers customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs an asset-allocation driven investment process informed by macroeconomic analysis and valuation, with an emphasis on cost-effectiveness and ongoing portfolio monitoring.

Jordan Rodriguez is a CFP®-credentialed financial advisor with nine years of industry experience. He is the sole advisor at Chagrin Valley Legacy Advisors, LLC, an independent firm based in Beachwood, Ohio. His prior experience includes roles at Cambridge Investment Research, Inc. and Wells Fargo Clearing. Outside of his advisory work, he serves as treasurer and board member of Recovery Resources, a nonprofit organization, and is involved in various other business and board roles including consulting, podcast hosting, and marketing. Chagrin Valley Legacy Advisors provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, businesses, and pension plans. The firm combines fundamental and technical analysis to emphasize value, quality, and risk management, offering a long-term investment approach with flexibility for tactical trades, and also delivers business consulting and educational seminars.

Jack Solasz is a Series 65-credentialed financial advisor with five years of industry experience. He is the sole advisor at JPS Advisors LLC, an independent registered investment adviser based in Brooklyn, NY. His prior work includes roles at Long Ridge Systematic LLC, Reynard, and teaching at Skidmore College. JPS Advisors LLC manages approximately $26.6 million in discretionary assets for a small, diversified client base. The firm offers discretionary investment management across multiple asset classes, combining fundamental and technical analysis with modern portfolio theory to construct long-term, risk-conscious portfolios, and also provides financial planning and retirement-rollover advice.

Joseph Toronto is a financial advisor at Affiliated Investment Advisors, Inc. in Draper, UT, with 30 years of industry experience. He has been with the firm since 1993. Outside of his advisory role, he serves as the general manager of the American Towers Owners Association, a nonprofit high-rise condominium complex in Salt Lake City. Affiliated Investment Advisors, Inc. provides fee-only, discretionary portfolio management primarily for trusts and estates, as well as individual and corporate accounts. The firm employs a top-down investment approach centered on macroeconomic and interest-rate analysis to guide asset allocation among liquid, investment-grade securities, operating at a boutique scale with a focus on institutional-style and fiduciary portfolios.

David Rosen is the principal of Rosen Investment Management LLC in Needham, MA, holding a Series 65 credential with 12 years of industry experience. He has been with Rosen Investment Management since 2013 and also practices law at Rosen Law Group. Rosen provides legal services separately from his advisory role. Rosen Investment Management offers investment advisory services to individuals and high-net-worth clients by recommending allocation models and coordinating with an unaffiliated adviser, Matson Money, to implement and monitor portfolios. The firm’s process is based on modern portfolio theory and tailored asset allocation, without discretionary trading authority or custody of client assets.