Jennifer Logan is a financial advisor at Chisholm Financial Planning & Investments with 15 years of industry experience. She holds a Series 66 designation and has worked at firms including Osaic Wealth, Woodbury Financial Services, and Securities America Advisors. In addition to her advisory role, Logan practices as an attorney specializing in trust and estate planning for family and close friends and is licensed to sell fixed insurance products. Chisholm Financial Planning & Investments provides individualized investment management and financial planning services, focusing on non-discretionary accounts tailored to client objectives and risk tolerance. The firm offers fee-based asset management, fixed-fee planning, and educational workshops, managing $47 million in assets.

Patricia Howe is a CFP® professional and principal of Howe Financial Advisory, LLC in Seattle, WA, with 21 years of industry experience. She has led her independent advisory firm since 2012. Outside of her advisory work, she is a joint owner of an investment-related vacation rental business, where her husband is the active partner. Howe Financial Advisory serves high-net-worth individuals and related entities with fee-based financial planning and discretionary investment management. The firm employs a Modern Portfolio Theory approach, focusing on asset allocation, diversification, and cost-effective strategies using individual securities, ETFs, and mutual funds, with an emphasis on long-term, tax-aware holdings.

Vitaly Veksler is a CFA® charterholder and holds a Series 66 license, with 12 years of industry experience. He has been the sole advisor at Beyond Borders Investment Strategies, LLC since 2014. Beyond Borders Investment Strategies, LLC provides discretionary portfolio management to institutional clients and individual investors, including high-net-worth individuals, trusts, and estates. The firm specializes in tax-efficient single-country equity ETFs, employing a country-macro value equity style that focuses on undervalued markets during periods of crisis and aims to support recovery while seeking investment returns.

Douglas Miscoll is a financial advisor at Ravello Partners LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Ravello Partners since 2011. Ravello Partners provides discretionary portfolio management and investment consulting to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm’s investment process is based on fundamental research and typically involves a multi-year holding horizon, with flexibility for tactical adjustments including the use of options and margin.

Bret Rodgers is the sole advisor at Rodgers Capital Management, LLC in Canton, OH, holding a Series 66 designation with 14 years of industry experience. He also works as a disability aide, assisting handicapped individuals with daily activities. Rodgers Capital Management is an independent, state-registered investment adviser serving individual and charitable clients through discretionary portfolio management and limited consulting. The firm uses a statistical investment approach focused on volatility-correlation analysis across various asset classes and implements strategies including ETFs, equities, fixed income, and selective options hedging.

Jubin Keyvan is a CFP® professional with 33 years of experience in the financial services industry. He is the president of Profitable Financial Strategies and has held roles at American Portfolios Financial Services and OSAIC. Keyvan also serves as a board member and treasurer for the South Florida Financial Planning Association chapter. Profitable Financial Strategies provides customized financial planning, quantitative analysis, and investment consulting to a small client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers a range of services focused on tailored financial plans without discretionary portfolio management, and operates as a licensed insurance agency alongside its advisory activities.

John Dibello is a financial advisor with Chambers Capital, LLC in Denville, NJ, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Chambers Capital since 2015 and was previously with Precision Financial Services for one year. Chambers Capital, LLC is an independent registered investment adviser that provides discretionary portfolio management primarily to individual and high-net-worth clients. The firm employs a quantitatively driven “all-weather” investment strategy across equities, fixed income, commodities, and options, incorporating both long- and short-term trading and options strategies.

Brian Lowrance is a CFP® with 12 years of industry experience and has been the sole advisor at Softwealth since 2015. He holds a Series 66 license and operates out of Reno, NV. Outside of his advisory work, Lowrance has a minority interest in an automobile repair business. Softwealth is an independent registered investment adviser that manages approximately $17 million in client assets for a small client base including individuals, trusts, charities, and small businesses. The firm employs a range of investment strategies such as fundamental and technical analysis, modern portfolio theory, and targeted asset allocation, offering both discretionary and non-discretionary portfolio management without a minimum account size.

Brandon Mc Lane is a financial advisor at FUTR Wealth Management LLC in Shelby Township, MI, holding a Series 65 designation. He has no prior industry experience and previously held a sales manager position at SeamlessAI. FUTR Wealth Management is an independent SEC-registered advisory firm that offers financial planning and portfolio management across a broad range of instruments, employing multiple analytic methods and a diverse investment strategy that includes alternative and illiquid assets. The firm serves high-net-worth individuals and business entities but reported no assets under management or client accounts as of December 2025.

Douglas Zidel is the sole advisor at Zidel Financial Inc. in Breckenridge, CO, holding Series 63 and Series 65 credentials with 40 years of industry experience. He has been associated with LaSalle St Securities for 25 years. Zidel Financial, Inc. provides financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm applies Modern Portfolio Theory using fundamental and technical analysis to manage diversified long-term investment portfolios.

Jefferson Christal is a financial advisor at Jefferson Financial Planning LLC with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Fisher Investments and Charles Schwab & Co., Inc., as well as service in the United States Air Force. Jefferson Financial Planning LLC offers financial planning services to individuals and high-net-worth clients, focusing on investment planning, retirement, tax, life insurance, college savings, and debt management. The firm emphasizes a long-term investment approach based on fundamental analysis and modern portfolio theory, with strategies that include equities via ETFs and fixed income, while clients retain custody of their assets.

Barbara Duffield is the principal of Duffield Financial Group in Concord, MA, with 47 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at FSC Securities Corporation and OSAIC, alongside operating her own financial planning practice since 1981. She maintains an insurance broker’s license but has not sold insurance products in over 15 years. Duffield also serves on the finance committee of her condominium association, providing financial oversight and budget assistance. Duffield Financial Group offers pension consulting, investment consulting, and financial planning primarily to pension and profit-sharing plans, trusts, endowments, and select high-net-worth individuals. The firm emphasizes plan-level institutional clients and employs a fundamental, long-term buy-and-hold investment approach, with non-discretionary agreements and fee structures typically based on fixed or hourly rates.

Henry Molloy is a financial advisor with Heinz Global Asset Management, Inc. in Gardnerville, NV, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Heinz Global Asset Management since 2010. Molloy is also the CEO of Wolf Promotions, an art gallery and promotion company, though the business is currently dormant. Heinz Global Asset Management provides discretionary asset management services to high-net-worth individuals, institutions, and endowments, offering tailored portfolios that include a variety of securities. The firm emphasizes regular account supervision and individualized investment strategies combining fundamental and technical analysis.

William Kulick is a financial advisor at Aventus Wealth Management LLC in Centennial, CO, holding a Series 65 designation with experience spanning roles at Mitchell Kulick & Company and PricewaterhouseCoopers. His background includes four years at Drake University and three years at Regis Jesuit High School. Aventus Wealth Management LLC serves primarily institutional clients and pooled investment vehicles, providing discretionary investment management and supervisory services. The firm’s approach combines passive and active strategies based on Modern Portfolio Theory, tailoring asset allocation to client objectives, risk tolerance, and liquidity needs.

Curtis Nicholls is a Series 65-licensed financial advisor with seven years of industry experience. He is the principal of Pioneer Fortress Consulting LLC and has been an associate professor at Bucknell University since 2009, where he teaches and conducts academic research. Pioneer Fortress Consulting provides investment advisory and financial planning services to individuals and families, focusing on self-directed asset management without taking custody of client assets or exercising discretionary trading authority. The firm offers educational seminars and tailors advice to clients’ time horizons and risk tolerances, using broadly diversified investments such as ETFs, mutual funds, and fixed income instruments.

Hi! I'm Stanley, a fee-only financial planner based in the San Francisco Bay Area. I founded DRS Financial Partners to help equity-compensated tech professionals steer through the complexities of their equity compensation and ever-changing lives, committing to an objective approach and fiduciary standard. Fascinated with the stock market since I was young, I began my career at a boutique wealth management firm in SF and quickly discovered how rewarding it is to help people gain clarity around their finances and make decisions with confidence. Whether it's preparing for a liquidity event or starting a family, seven years of helping tech executives and early employees with their complex situations helped me appreciate just how important it is to build a solid financial foundation. During my time there, I earned the CERTIFIED FINANCIAL PLANNER™ designation and CFA® charter, sat on the investment committee, and led the firm's financial planning efforts. Adopted from Okinawa as a baby, I grew up in Hawaii and fell in love with the Bay Area during a high school summer program. I graduated Cum Laude from Santa Clara University with a B.S. in Economics (Mathematical Economics concentration) and a Math minor. Outside of work, you can find me on one of the Bay Area's many beautiful hiking trails, unwinding with some video games, or keeping up with an F1 race weekend.

Miguel Vazquez is a CFA® charterholder with 20 years of industry experience. He is the principal and sole advisor at MAV Wealth, LLC, an independent registered investment adviser based in Las Vegas, NV. His prior roles include positions at Morgan Stanley and Northern Trust. MAV Wealth, LLC provides discretionary wealth management and comprehensive financial planning to individuals and high-net-worth clients. The firm employs a long-term, fundamental-analysis investment approach, focusing on diversified portfolios primarily using ETFs and low-cost mutual funds, while also recommending and overseeing unaffiliated independent managers as appropriate.

John Carr is a CFP® and Series 63 registered financial advisor with 18 years of industry experience. He is the principal of Carr Consulting P.A., an independent firm based in San Antonio, TX. Prior to founding his firm, he has been associated with H.D. Vest Investment Securities, Inc. since 1998. Outside of advisory services, Carr is a licensed CPA and owns several businesses focused on accounting, tax preparation, and financial services. Carr Consulting P.A. provides portfolio management and financial planning to individual investors, businesses, non-profits, and institutional clients. The firm combines fundamental and technical analysis in its investment approach, offers both discretionary and non-discretionary management, and integrates accounting and tax services through affiliated businesses.

Lance Lipoufski is the principal advisor at Noble Advisory Group LLC in Waco, TX, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and also operates Family Financial Services, where he works as an insurance agent. Noble Advisory Group primarily serves individual clients by providing financial planning, consulting, qualified plan consulting, and public educational seminars, acting mainly as a solicitor that refers client assets to third-party investment managers. The firm does not custody client assets and focuses on administrative and liaison services while selected managers handle portfolio management.

Kwadwo Osei is a CFA® charterholder and the sole principal of Atwima Wealth Management LLC, with one year of experience in the financial industry. He previously worked at Integrity Growth Partners as Vice President of Finance and Chief Compliance Officer, and has held roles at CIM Group and Citizens Financial Group. Osei maintains a full-time finance and compliance position at Integrity Growth Partners, a private equity firm. Atwima Wealth Management LLC provides asset management and financial planning services to individuals and small business owners, offering a range of investments including stocks, bonds, mutual funds, ETFs, REITs, and cryptocurrency. The firm employs both fundamental and technical analysis and manages accounts on a non-discretionary basis, incorporating various investment strategies and alternative investments.