Wesley Cross is a financial advisor with Olson, Cross & Alamo Advisors LLC in Red Bank, NJ, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has been with Olson, Cross & Alamo since 2009. Outside of his advisory work, Mr. Cross is involved in a garment design and manufacturing business with his daughter. Olson, Cross & Alamo Advisors primarily serves high-net-worth individuals and provides tailored investment advisory and portfolio management services. The firm uses a top-down approach incorporating macroeconomic analysis and company-level research, considering a wide range of investment instruments.

Bassam Salem is a financial advisor at Objective Investments, LLC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Objective Investments since 2018. Prior to that, he worked at InvestShares Advisor Group Inc. and InvestShares from 2016 to 2018. Objective Investments provides fee-based investment management services to individuals, high-net-worth clients, corporations, and qualified retirement plans. The firm offers both discretionary and non-discretionary portfolio management, employs a variety of investment strategies, and provides specialized services to employer-sponsored retirement plans as a limited-scope ERISA 3(21) fiduciary.

Rudy Keller is a financial advisor at Whole Picture Wealth Management LLC, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, he was a stay-at-home parent for ten years. Whole Picture Wealth Management LLC is a fee-only, state-registered adviser that provides comprehensive wealth management services to individuals, high-net-worth clients, and trusts. The firm employs a diversified, low-cost passive investment approach informed by Modern Portfolio Theory and offers various fee arrangements, including asset-based, fixed, and hourly options.

Joel Gooch is the sole advisor at Gemini Estate Plan LLC in Conroe, TX, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been associated with Gemini Sales since 1996 and devotes a significant portion of his time to retirement and tax planning as well as fixed insurance products through his role as a managing general agent. Gemini Estate Plan provides financial planning and investment advisory services primarily to individual clients, offering comprehensive plans covering tax, insurance, retirement, and estate planning. The firm employs a long-term, fundamental investment approach and delegates portfolio management to selected third-party managers, including AssetMark, with regular reviews of managed accounts and financial plans.

Daniel Short is the sole advisor at Directional Asset Management, LLC in Arlington Heights, IL, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior roles include positions at Charles Schwab and JVM Securities LLC. Outside of advising, he manages a commercial real estate property leased to his firm. Directional Asset Management, LLC is an independent, single-advisor registered investment adviser serving individual, high-net-worth, and charitable clients. The firm provides discretionary portfolio management and financial planning, employing a combination of fundamental, technical, charting, and cyclical analysis across various asset classes.

Kyle Portnoy is a CFP® with seven years of industry experience, currently serving as the sole advisor at Cresvita Capital. His prior roles include six years at Dimensional Fund Advisors and positions with several technology and consulting firms. He is also the founder of Cresvita Coaching LLC, a financial coaching business focused on improving individuals’ financial literacy and habits. Cresvita Capital advises individuals and high-net-worth clients through wealth management, investment management, and financial planning, employing a fee-only model with flexible billing arrangements. The firm’s investment approach is based on Modern Portfolio Theory and passive management, emphasizing diversified asset allocation and long-term portfolio reviews.

Tayeb Ayat is a financial advisor with Fenul Wealth Management LLC in Los Angeles, CA, holding a Series 65 designation and five years of industry experience. He is also the Chief Investment Officer and principal of Fenul Capital Investment LP, a private pooled investment company. Prior to founding Fenul Wealth Management, he has worked at California Resources Corporation since 2013. Fenul Wealth Management is an independent, fee-based advisory firm serving private individuals, high-net-worth clients, trusts, and organizational clients such as small businesses and non-profits. The firm employs a combination of fundamental and technical analysis, quantitative asset allocation, and active trading strategies to manage portfolios across various asset classes and offers comprehensive financial planning and institutional-type cash management services.

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 designation with one year of industry experience. Prior to founding his independent firm, he worked at Elite Consulting LA Inc. and Uber Technologies Inc. He also serves as Vice President and Enrolled Agent at Elite Consulting LA, where he provides tax preparation, bookkeeping, and strategic tax consulting services. Tapa Private Wealth Inc. primarily serves pooled vehicles, institutional clients, small businesses, and individuals, offering discretionary portfolio management alongside financial consulting, planning, and tax-related services. The firm’s investment approach centers on diversified discretionary strategies tailored to five core allocation profiles, integrating tax preparation and planning within 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 the principal of Larkins & Associates Financial Services, LLC in Augusta, GA, with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Cetera from 2014 to 2018. Outside his advisory work, he serves as treasurer of 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 services including retirement and estate planning, tax preparation, and an ongoing advisory program, delivering advice on a primarily non-discretionary, consultative basis.

Brett Anderson is a CFP® professional with 15 years of industry experience. He is the sole advisor at Fountainhead Wealth Planning, an independent firm founded in 2026. His prior roles include positions at Morgan Stanley, Fisher Investments, and Fidelity. Fountainhead Wealth Planning serves individual and high-net-worth clients with discretionary portfolio management and financial planning, offering customized advice without a mandated investment style. The firm operates with no account minimums and uses a range of investment techniques, conducting regular reviews and enabling client-imposed investment restrictions.

Sandra Minardi is a financial advisor with Sandman Wealth Management in Tulsa, OK. She holds a Series 65 designation and has five years of industry experience. Sandra serves on the board of John 3:16 Mission, a faith-based organization. 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, using fundamental, technical, and cyclical analysis to guide portfolio management.

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 at FlexIncome Fund with one year of industry experience. He holds a Series 65 designation and previously worked at BHG Financial, Black Eagle Asset Management, and Symmetry Financial Group. Schulz also had self-employment experience prior to joining FlexIncome Fund. FlexIncome Fund provides discretionary portfolio management and investment planning to high-net-worth individuals, institutions, businesses, and retail investors. The firm manages customized portfolios focused on equities, ETFs, and options, utilizing both fundamental and technical analysis alongside dividend-oriented and options strategies for income 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.