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® professional with nine years of industry experience, currently serving as the sole advisor at Chagrin Valley Legacy Advisors, LLC. Prior to this role, he worked at Cambridge Investment Research Advisors and Wells Fargo Clearing. Rodriguez is involved in several outside activities, including serving as treasurer for Recovery Resources, a nonprofit organization, and hosting a podcast focused on marketing through his venture Price Discovery. Chagrin Valley Legacy Advisors provides discretionary investment management primarily to individuals, high-net-worth clients, trusts, estates, businesses, and pension plans. The firm combines fundamental and technical analysis with an emphasis on value, quality, and risk management, while also offering 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.

Joyce Rolfes is the president of Five Peaks Financial Consulting, Inc. in Phoenix, AZ, with 32 years of industry experience. She holds Series 63 and Series 65 designations and has professional experience spanning roles at United Planners Financial Services and co-trustee positions for family trusts. She has served as a committee member of the Desert Botanical Garden, a nonprofit organization, since 2010. Five Peaks Financial Consulting provides personalized financial planning and investment advisory services primarily to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on comprehensive financial planning, manager selection, pension consulting, and insurance placement, typically operating in a non-discretionary capacity while utilizing fundamental and quantitative analysis alongside psychometric risk assessments.

John Mckeel is a financial advisor at Mckeel Capital Management in Flower Mound, TX, holding a Series 63 designation with 22 years of industry experience. He has been with Mckeel Capital Management since 2009. Mckeel Capital Management is a fee-only, independent investment adviser serving individuals, including high-net-worth clients, as well as corporate and business entities. The firm offers financial planning, consulting, and portfolio management, implementing customized investment policies with a focus on both third-party managers and a variety of securities, typically managing client assets on a discretionary or non-discretionary basis.

Jerome Greene is a CFP® with 10 years of industry experience, currently serving as president and sole advisor at JG Wealth Management, LLC. His prior experience includes roles at Merrill and Union Capital Company. JG Wealth Management provides advisory services primarily to individual clients, charitable organizations, and business entities, offering financial planning, investment management, tax preparation, and estate planning. The firm employs a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory and offers a wrap fee program with bundled services including tax and estate document support.

Russell Robertson is a CERTIFIED FINANCIAL PLANNER™ with 15 years of industry experience. He is the sole advisor at ATI Wealth Partners, LLC, an independent firm based in New Castle, NH, and has worked with J. Murphy Asset Management, LLC since 2022. ATI Wealth Partners provides discretionary asset management and financial planning services to individuals, small businesses, and trusts, estates, and charitable organizations. The firm employs a long-term strategic asset allocation approach using low-cost, broadly diversified ETFs, structured notes, and, for some clients, option-writing strategies.

Ravinath Aekambaram is a CFA® charterholder and principal of RA Advisory LLC, an independent investment advisory firm based in New York, NY. He has 13 years of industry experience and has led RA Advisory LLC since its founding in 2012. RA Advisory LLC provides investment management and financial planning services to individual clients, including high-net-worth individuals, and advises on employer-sponsored retirement plans and 529 plans. The firm customizes portfolios using mutual funds, ETFs, individual securities, and occasionally options, employing fundamental, technical, and cyclical analysis, and offers both integrated and standalone financial planning.

Jerome Perkins is a CFP® credentialed financial advisor with 10 years of industry experience. He currently serves as the sole advisor at SimpliPhi Capital and has previously worked at Harrison Brook, Beacon Global Advisors Network, LLC, and Schaefer Financial Management, Inc. In addition to his advisory role, Perkins consults for a European firm advising expatriates. SimpliPhi Capital offers fee-based investment management and one-time financial planning services to individuals, trusts, estates, and charitable organizations. The firm employs a tactical allocation strategy using a range of securities and financial instruments to manage risk and pursue performance.