James Kirk is a ChFC® credentialed financial advisor with nine years of industry experience. He is the sole advisor at Rocky Mountain Financial Solutions Inc. in Erie, CO, where he has worked since 2018, following prior roles at IFC and Marketforce Information. Kirk is also a licensed insurance agent involved in selling insurance products. Rocky Mountain Financial Solutions Inc. provides discretionary and non-discretionary asset management and financial consultation to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, business entities, and qualified retirement plans. The firm emphasizes long-term investment strategies using individual stocks and ETFs, supplemented by tactical solutions and covered-call option strategies, and offers ERISA 3(38) fiduciary plan management alongside limited insurance product sales.

Kenneth Smith is a financial advisor with Compass Financial Advisors, LLC in West Chester, PA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has held positions at firms including Alden Investment Advisors, Equalize Capital, and Bluestone Capital Management. He serves as Chief Compliance Officer and owner at Compass Financial Advisors, LLC. Compass Financial Advisors, LLC offers discretionary and non-discretionary asset management and separately managed accounts to individual and institutional clients, managing approximately $21.5 million across 40 accounts. The firm uses a combination of top-down asset allocation and bottom-up fundamental research to construct portfolios, primarily implementing discretionary strategies with ongoing monitoring and quarterly reviews.

Jason Tate is the principal of Jason Tate Financial Consulting, LLC, an independent firm based in Murfreesboro, Tennessee. He holds the ChFC® designation and Series 63 license, with 12 years of industry experience. In addition to his advisory role, he serves as a personal financial counselor for servicemembers and their families through a government contractor, providing financial education. Jason Tate Financial Consulting primarily offers portfolio management and financial planning services to individual clients, including some high-net-worth individuals and small businesses. The firm manages approximately $22 million across about 120 accounts, using a combination of fundamental and technical analysis to build portfolios mainly consisting of exchange-listed stocks, mutual funds, ETFs, and fixed income without employing margin or leverage.

Dave Flegal is a Certified Public Accountant (CPA) and Certified Financial Planner® (CFP®) and founder of Flegal Financial Planning, a Fee-Only, Registered Investment Advisory firm in Cleveland, Ohio. Dave founded Flegal Financial Planning in 2024 with the goal of having a significant impact in clients’ lives by going beyond the numbers and truly understanding what’s important to them. He’s passionate about helping clients align their values with their finances so they can live meaningful, and peace filled lives. Dave’s experience as a Certified Public Accountant (CPA) and tax preparer enables him to give tax-focused financial advice which helps to minimize clients’ lifetime tax bills.

Michael Freeman is a Series 65-licensed financial advisor with Trilogy Financial Solutions in Oklahoma City, Oklahoma, and has 12 years of industry experience. He is also employed full-time by the Oklahoma Department of Environmental Quality, where he has worked since 1994, and owns Environmental Enforcement Training and Consulting LLC, providing enforcement training to government environmental agencies in the U.S. and Canada. Trilogy Financial Solutions offers investment advice and portfolio management focused on retirement planning, primarily through Individual Retirement Accounts. The firm employs a long-term, buy-and-hold strategy using mutual funds and ETFs, emphasizing diversification across U.S. equities, international equities, and fixed-income securities, with services tailored to clients’ goals and time horizons.

Gareth Ryan is a financial advisor at IUR Capital, LLC in Miami, FL, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with IUR Capital, LLC since 2010, as well as with Investix Ltd and IUR Securities LLC. IUR Capital, LLC provides discretionary investment management to individuals, family trusts, institutional investors, and corporate clients, focusing on portfolios that combine equities, fixed income, and exchange-traded options. The firm uses a set of option strategies alongside traditional holdings and offers educational seminars and webinars on financial planning and investments.

Phillip Hanks is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at Parabla, LLC. He previously worked for six years at Black Oak Wealth Management, Inc. His practice focuses on creating Investment Policy Statements and managing hybrid active/passive portfolios using ETFs and individual stocks with a long-term perspective. Parabla, LLC provides portfolio management, fixed-fee financial planning, and employee benefit plan consulting to individuals, families, trusts, retirement plans, and businesses. The firm manages approximately $22.7 million across 36 client relationships and offers educational seminars on investments and personal finance.

Braxton Comer II is a CFP® professional with 24 years of experience in the financial industry. He is the sole advisor at Bragg Comer Financial Advisors, LLC, an independent firm he has been with since 2014. Bragg Comer Financial Advisors, LLC provides fee-only investment management services primarily to individuals, trusts, and estates, focusing on clients managing retirement plans or already retired. The firm generally pursues long-term purchase strategies, taking into account risk tolerance, tax implications, and retirement planning.

Ryan Hart is a CFA® charterholder and the sole advisor at Hart Investment Management, LLC, with five years of industry experience. He previously worked at Coquest Advisors from 2015 to 2021. Outside of his advisory role, Mr. Hart serves as Treasurer for a local homeowners association in Camas, Washington. Hart Investment Management, LLC is a state-registered investment adviser that provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes asset allocation using ETFs and common stocks, combining fundamental, technical, and quantitative analysis to guide investment decisions.

At Brookhouse Advisors we incorporate biblically based financial principles to give financial guidance and cultivate a stewardship mindset. We offer services to families and individuals, businesses and non-profits, and those looking to do advanced philanthropic giving. We specialize in faith based asset management and utilize investments specifically aligned with Christian values. On a personal note, I am an avid golfer and outdoorsman. In 2016 my brother and I completed a thru-hike of the Pacific Crest Trail and frequently hike in our current “neck of the woods”. I spend much of my free time traveling with friends whom I met on my two semesters studying abroad in Germany and Hong Kong. I am a regular member of Saegertown United Methodist Church and serve on the Financial Advisory Committee.

Kent Maclachlan Jr. is the principal advisor at MacLachlan Wealth Management in Bellevue, WA, with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Allied Advisory Services and First Allied Securities. MacLachlan Wealth Management serves a diverse client base including individuals, families, business owners, trusts, estates, corporations, associations, and charitable organizations, providing discretionary asset management alongside financial planning and estate analysis. The firm employs both quantitative and qualitative approaches informed by modern portfolio theory and offers coordinated planning and portfolio management across a broad range of securities.

Reid Kellam is the principal of Kellam Insurance and Financial Services LLC, an independent firm based in Midway, Utah. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Since founding his firm in 2013, Kellam has also maintained an active insurance brokerage practice, dedicating approximately 40% of his time to selling fixed life, long-term care, and other insurance products. Kellam Insurance and Financial Services provides nondiscretionary asset management and financial services to self-employed business owners, individuals, and high-net-worth clients. The firm employs a long-term buy-and-hold investment approach informed by fundamental and cyclical analysis and also recommends insurance products as part of its offerings.

Kathleen Stapleton is a CFP® professional with 40 years of industry experience. She is the sole advisor at CHOICE Financial & Insurance Services, Inc., where she has worked since 2002, including a period from 2016 to 2022 at PlanMember Securities Corporation. Stapleton also provides tax preparation services during part of the year. CHOICE Financial & Insurance Services, Inc. is an independent registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management, financial planning, and consulting. The firm offers customized investment programs incorporating fundamental and technical analysis and also conducts educational seminars and licensed insurance activities.

Jacolyn Wetmore is the principal advisor at JWC Capital Management, LLC, an independent firm based in Annapolis, MD. She holds Series 63 and Series 65 licenses and has 15 years of industry experience, including prior roles at United Income, Inc. and Calvert Investment Counsel. JWC Capital Management provides fee-based, individually tailored portfolio management services to individuals, qualified retirement plans, trusts, estates, and charitable organizations. The firm employs fundamental analysis and manager-level evaluation primarily with exchange-traded funds, mutual funds, exchange-listed securities, and corporate debt, offering both discretionary and non-discretionary management.

Jeffrey Davis is a financial advisor with Scenic Wealth Management, LLC in Westminster, CO. He holds Series 63 and Series 65 designations and has 24 years of industry experience. He has been with Scenic Wealth Management since 2010. Scenic Wealth Management advises individual and high-net-worth clients through discretionary asset management and financial planning. The firm employs a combination of fundamental and technical analysis and incorporates strategies such as options, short sales, and margin transactions, distinguishing itself with the use of derivatives and borrowing in managed accounts.

Michael Grodsky is the sole advisor at Aquarius Financial in Santa Fe, NM, holding a Series 66 designation with 18 years of industry experience. He has led Aquarius Financial since 2011 and also operates an independent insurance brokerage, Aquarius Insurance Services, dedicating a significant portion of his time to insurance activities. Additionally, he holds a limited partnership interest in Kaleidospace, LLC, which promotes independent musicians, artists, and game developers. Aquarius Financial is an independent, fee-only advisory firm serving individual and family clients with a fundamental, long-term investment approach focused on asset allocation and diversification. The firm provides non-discretionary advice and uses third-party platforms and custodians for execution and reporting.

Mark Ruzicka is the sole advisor at Righteous Financial, LLC in Austin, TX, with 11 years of industry experience. He previously worked at Centric Advisors, LLC and Majors & Mondragon, LLC before founding Righteous Advising LLC in 2019. Ruzicka holds Series 63 and Series 65 licenses and is also a licensed insurance agent, occasionally offering commissionable insurance products to clients. Righteous Financial, LLC manages approximately $4.54 million for a small client base, providing discretionary and non-discretionary asset management, financial planning, supervisory services for third-party money managers, and retirement plan management. The firm employs a variety of analytical approaches and invests across multiple asset classes, serving individuals, accredited investors, pension and profit-sharing plans, charitable organizations, corporations, and business owners.

Philip Gelis is a financial advisor at Gelis Capital LLC with a Series 65 designation and one year of industry experience. Prior to founding Gelis Capital, he worked at Allianz Trade and held teaching positions at United International Business School and Loyola Marymount University. Gelis Capital LLC provides tailored portfolio management and investment advisory services to high-net-worth individuals. The firm focuses on long-term, concentrated portfolios using cyclical, fundamental, and quantitative analysis, offering discretionary management and customized Investment Policy Statements for each client.

Eric Gregg is the principal and sole advisor at Four Tree Island Advisory LLC in Portsmouth, NH. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, all with Four Tree Island Advisory since its founding in 2011. Outside of advisory work, Mr. Gregg serves on the advisory board and is a minority owner of Microwave Techniques LLC, and he is a board member of Portsmouth Regional Hospital as well as a member of the governance committee for the Foundation of Seacoast Health. Four Tree Island Advisory LLC provides discretionary investment management to individual and institutional clients through separately managed accounts. The firm employs a limited set of named strategies focusing primarily on liquid equities and fixed income, and uses derivative strategies alongside traditional investments to manage client portfolios.

Charles Arnold is the sole advisor at Ideas in Finance, an independent registered investment advisor based in Boca Raton, FL. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He is also a managing member of Armada Hedge LLC, which serves as the general partner of a hedge fund, Armada Absolute Returns L.P. Ideas in Finance provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm’s investment approach combines long-term strategies with active trading, including the use of options, margin, and derivatives within separately managed accounts.