Todd Brundage is the owner, president, and sole advisor at Pacific Capital Works, Inc., an independent registered investment adviser based in Portland, Oregon. He holds the CFP® and ChFC® designations and has 16 years of industry experience, having led Pacific Capital Works since 2009. Pacific Capital Works manages discretionary and non-discretionary portfolios for individual and institutional clients, including executives, entrepreneurs, and charitable organizations. The firm employs an evidence-based, primarily passive investment approach with global diversification and offers comprehensive wealth planning, retirement plan advisory, and educational workshops.

Gurkan Tapa is the principal of Tapa Private Wealth Inc. in Key West, FL, holding a Series 65 license with one year of industry experience. He also serves as Vice President and Tax Planner at Elite Consulting LA, providing bookkeeping, tax preparation, and strategic tax consulting services, including representation before the IRS as an Enrolled Agent. Tapa Private Wealth Inc. serves pooled vehicles, institutional clients, small businesses, and individuals, offering discretionary portfolio management alongside financial consulting and tax services. The firm’s investment approach centers on diversified, actively managed strategies aligned with specific allocation profiles, integrating tax preparation and planning into its advisory services.

Stephanie Doyle is the principal of Stephanie E. Doyle Investment Management in Kingwood, TX, and holds a Series 63 designation. She has 14 years of industry experience and has led her independent firm since 2005. Her firm provides discretionary investment management and planning primarily for individual and prospective high-net-worth clients, managing approximately $7 million across about 20 relationships. The investment approach emphasizes strategic asset allocation using mutual funds and ETFs, with a focus on fundamental analysis and intermediate to long-term holdings. The firm also offers operational services such as managing held-away retirement and HSA accounts with tax-efficient strategies and hosts educational seminars alongside regular client meetings.

Kurtis Baker is a financial advisor at Certified Wealth Management & Investment LLC in Princeton, NJ, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has operated his own advisory business since 1998 and has been president and owner of Alternate Mortgage & Investment Corp. since 1986. Outside of his advisory work, Baker serves on the boards of the National Alliance on Mental Illness and the Everybody Loves Kenny Project, focusing on mental health education and fundraising. Certified Wealth Management & Investment LLC provides investment supervisory services, financial planning, and advisory consulting to individual and high-net-worth clients. The firm employs a fundamental analysis and tailored asset allocation approach, utilizing a range of investment vehicles including mutual funds, ETFs, equities, fixed income, REITs, and private placements.

Edwin Hagan Emmin is a financial advisor at Moor Funds with a Series 65 designation and four years of industry experience. He has worked at Moor Funds since 2021 and previously held roles at Titan Alpha Systems and Aztec Exchange. Moor Funds provides discretionary investment management and portfolio construction focused on domestic and international equities for high-net-worth individuals, family offices, pension plans, trusts, estates, and other institutional clients. The firm uses a proprietary AI-driven selection system combined with traditional fundamental analysis and manages a small number of individualized accounts on a discretionary basis.

Tanner Bortnem is a CFP® with eight years of industry experience, currently serving as a financial advisor at Harmoney Wealth, PLLC. He has worked at multiple firms including Vora Wealth Management and LPL Financial. In addition to his advisory role, he is the owner and attorney of Birch Tree Estate Planning, PLLC, providing legal services focused on estate planning. Harmoney Wealth serves individual clients, trusts, businesses, and employer plan sponsors by offering discretionary investment management and comprehensive financial planning. The firm combines passive and active investment approaches, tailoring portfolios based on client goals, tax considerations, and risk tolerance, with ongoing monitoring and regular plan updates.

Sylvester Larkins is a financial advisor with Larkins & Associates Financial Services, LLC in Augusta, GA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Cetera and Cetera Financial Specialists LLC since 2002 and serves as treasurer for First Shiloh Baptist Church, managing its financial transactions and consulting on financial matters. Larkins & Associates Financial Services provides personalized financial planning and investment consultation to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers comprehensive planning, retirement and estate planning, tax preparation, and pension consulting, delivering advice on a primarily non-discretionary basis while combining advisory services with broker-dealer and insurance activities.

Brett Anderson is a CFP® professional with 15 years of industry experience. He is the sole advisor at Fountainhead Wealth Planning, an independent firm he joined in 2025. His prior roles include positions at Morgan Stanley, Fisher Investments, and Fidelity Brokerage Services. Fountainhead Wealth Planning is a state-registered independent investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm customizes advice based on client objectives and risk tolerance, employing a range of investment techniques and allowing client-imposed restrictions.

Sandra Minardi is a financial advisor at Sandman Wealth Management in Tulsa, OK, holding a Series 65 credential with four years of industry experience. She previously worked with Gradient Advisors LLC and has been involved with John 3:16 Mission, where she serves as a board member. Sandman Wealth Management provides investment advice to individuals, high-net-worth investors, corporate clients, and qualified retirement plans. The firm offers discretionary asset management, financial planning, and ERISA plan services, combining fundamental, technical, and cyclical analysis with regular account reviews, and works in a co-advisor relationship with Gradient Investments for managed portfolios.

Lisa Dieter is a financial advisor at EmberHouse, LLC with 22 years of industry experience. She has held roles at Morgan Stanley and Morgan Stanley Private Bank prior to joining EmberHouse in 2017. Ms. Dieter holds Series 63 and Series 65 licenses. EmberHouse serves individual and high-net-worth clients, retirement plans, trusts, charitable organizations, and small businesses. The firm provides discretionary asset management, bundled financial planning as part of asset management, and ERISA retirement-plan advisory services, using a range of analytical approaches and instruments tailored to client goals and risk profiles.

Nancy Doyle is a CFA® charterholder with one year of industry experience, currently serving as the sole advisor at Manage Your Financial Life in Northfield, IL. She has been associated with The Doyle Group, LLC since 2003. Manage Your Financial Life is an independent, fee-only advisory firm that provides financial consulting and planning to individuals and high-net-worth clients. The firm offers collaborative, hourly-based planning engagements, blending traditional investment analysis with financial therapy, and does not provide discretionary portfolio management or custody of client assets.

Griffin Schulz is a financial advisor with FlexIncome Fund in Westhampton, NY. He holds a Series 65 designation and has several years of experience including roles at BHG Financial, Black Eagle Asset Management, and Symmetry Financial Group. Schulz has also worked independently prior to joining FlexIncome Fund. FlexIncome Fund serves high-net-worth individuals through discretionary portfolio management and comprehensive financial planning. The firm emphasizes equities, exchange-traded funds, and selective options strategies, combining fundamental and technical analysis to build diversified portfolios with an aim toward income generation and risk management.

Sarath Nallamudi is a Series 65-licensed advisor with six years of experience, currently serving as the sole advisor at Streetwise Capital. Prior to his advisory role, he worked at General Motors for five years and is also the director and principal consultant of SRS Systems, an IT consulting business. Streetwise Capital provides discretionary and non-discretionary asset and portfolio management as well as fee-based financial planning to institutional and private clients, including trusts, endowments, charitable organizations, and high-net-worth individuals. The firm utilizes fundamental, technical, and cyclical analysis and offers a range of investment strategies tailored to client objectives and risk tolerance.

John Young is a CFP® with 27 years of industry experience, currently serving as the sole advisor at Cardinal Wealth Partners, LLC in Chapel Hill, NC. His prior experience includes roles at Red Oak Capital Management, Inc and Allen C. Ewing & Co. He is also involved in providing life insurance solutions through the Cardinal Wealth Partners Insurance Agency. Cardinal Wealth Partners is an independent investment adviser offering discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, corporations, and select 401(k) plans. The firm manages approximately $13 million across 55 client households, employing diversified portfolios primarily using ETFs and mutual funds, with tailored investment advice and regular account reviews.

Robert Peloso is a financial advisor at 3rd Level Analytics with 11 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America from 2016 to 2024. Outside of his advisory role, he provides part-time math tutoring for high school students. 3rd Level Analytics offers portfolio management and financial planning primarily for individual and high-net-worth clients, as well as charitable organizations. The firm uses fundamental and quantitative analysis combined with modern portfolio theory to build long-term portfolios, delivering services on a primarily non-discretionary basis while clients retain trading authority.

Brandon Sack is a financial advisor at Active Wealth Advisors with Series 65 registration and one year of industry experience. Prior to joining Active Wealth Advisors, he was involved with GAB Management Corp and has a background that includes six years at Florida Atlantic University. Active Wealth Advisors is an independent SEC-registered investment adviser serving individuals, high-net-worth clients, and a variety of institutional relationships. The firm employs a combination of fundamental analysis, modern portfolio theory, and sector-rotation techniques in its customized investment management, and utilizes a range of instruments including derivatives, futures, and digital-asset products.

Dhiren Xavier is the sole advisor at Serendib Capital Management LLC, an independent firm based in Coppell, TX. He holds Series 65 and Series 66 licenses and has nine years of industry experience, including prior work at Edward Jones. In addition to his financial advisory work, he maintains a project-based technology consulting practice. Serendib Capital Management provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, and corporations. The firm manages approximately $6.1 million across a small client base, employing a range of strategies including derivatives, margin trading, and options writing, with portfolio management grounded in fundamental, technical, charting, and cyclical analysis.

Jon Michael Carrick is a financial advisor at Hanson Financial Group with two years of industry experience. He holds a Series 65 designation and has worked at Hanson Financial Group since 2023. Carrick also has a long-term academic role at Stetson University, where he has been employed since 2011. Outside of advising, he serves as Director of Alta Peaks, Inc., an investment holding company that was previously active in selling market research reports. Hanson Financial Group primarily serves pooled investment vehicles and institutional or business clients through discretionary investment supervisory and portfolio management services. The firm employs a tactical allocation approach across various asset classes and does not use a percentage-of-assets fee model.

Brian Lively is the principal of B. Lively Financial, LLC, an independent advisory firm based in Spring, TX. He holds a Series 65 designation and began his financial advisory career in 2026. Prior to founding the firm, he has worked at United Surgical Partners Incorporated since 2015. Mr. Lively devotes the majority of his professional time to a healthcare occupation outside the advisory business. B. Lively Financial, LLC provides discretionary portfolio management and investment advice to individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs an equity-focused investment approach that combines charting, technical, and fundamental analysis to implement growth- or momentum-oriented and sometimes concentrated positions across a range of securities, operating under ERISA fiduciary standards with ongoing client consultations.

David Dedman is a financial advisor at Pulse Wealth in Lexington, KY, with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to founding Pulse Wealth, he worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2015 to 2022. Pulse Wealth offers discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm builds customized portfolios primarily using ETFs and diversified mutual funds, combining fundamental and technical analysis with a long-term focus while allowing shorter-term trades when appropriate.