Anthony Schiff is a financial advisor at 1230 Advisors, LLC with 30 years of industry experience. He has worked at J.P. Morgan Chase Bank NA and J.P. Morgan Securities from 2012 to 2021 before founding 1230 Advisors in 2021. Outside of advisory work, he is a general partner of Solitray LLC, a company serving the bar and restaurant industry. 1230 Advisors provides wealth management services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized investment management and financial planning, using a combination of ETFs, mutual funds, equities, fixed income, and other instruments to build primarily long-term portfolios.

Leigh Crawford is the sole advisor at Crawford Capital, LLC, an independent registered investment adviser based in Los Angeles, CA. He holds a Series 65 designation and has 11 years of industry experience. Crawford has managed his firm since 2009. Crawford Capital provides discretionary portfolio management primarily to high-net-worth individuals and their personal trusts, as well as select endowments and foundations. The firm employs two directional, long-short equity strategies focused on publicly traded equities, using microeconomic and fundamental research to identify high-conviction investment ideas.

Bradford Boisvert is a financial advisor at Rawlings Wealth Management with 11 years of industry experience. He holds a Series 65 credential and also serves as Group Financial Controller at GKN Aerospace. Boisvert has been with Rawlings Wealth Management since 2014 and concurrently employed at GKN Aerospace since 2016. Rawlings Wealth Management is an independent advisory firm serving individual clients with comprehensive financial planning and portfolio management. The firm integrates financial planning into its asset-based advisory services and employs a mix of fundamental and technical analysis to implement active and passive investment strategies.

Dylan Tucker is a financial advisor at DWT Financial with a Series 65 designation and two years of industry experience. Prior to joining DWT Financial in 2022, he worked in automotive sales and golf course management roles. DWT Financial provides discretionary investment management and financial planning services to individuals, trusts, estates, and select business entities. The firm employs diversified portfolios using fundamental and technical analysis and offers a range of investment strategies including long-term, short-term, and active trading.

Eeshan Ahuja is a financial advisor at Baker Street Investment Partners LLC with four years of industry experience. He holds a Series 65 designation and previously worked as an independent private equity investor and at Woodlawn Partners. Baker Street Investment Partners provides discretionary investment management primarily to pooled vehicles and institutional-type clients, serving a broad mix of entities including banks, sovereign wealth funds, pension plans, and charitable organizations. The firm’s investment approach focuses on fundamental analysis and concentrated, long-term equity ownership, with flexibility to invest across various asset classes and employ derivatives, margin, and short-selling as appropriate.

Loc Tran is the sole advisor at JHL Investment Firm Inc in Westminster, CA, holding a Series 65 credential with eight years of industry experience. He has managed JHL Investment Firm since 2018 and is also involved in insurance sales as the CEO of Tran Insurance Agency and an agent at Lords Insurance Agency, businesses he has been part of since 2011 and 2016 respectively. Loc Tran additionally works as a seasonal tax preparer. JHL Investment Firm Inc provides non-discretionary asset management and financial planning services primarily to individual clients. The firm’s investment approach centers on fundamental analysis and tailored strategies aligned with client goals and risk tolerance, with client approval required before executing trades.

Joseph Amendolara is a financial advisor with City Investment Advisors, Inc. in Langhorne, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with City Investment Advisors since 1998 and is also involved with related entities including City Capital Funding and City Financial Group. In addition to advisory services, he is engaged in mortgage services. City Investment Advisors, Inc. serves individual investors, trusts, estates, foundations, pension, and business clients with fee-based financial planning, investment consultation, and supervisory services. The firm employs a long-term Core + Satellite investment approach and offers a broader service mix including income tax preparation, mortgage services, and occasional pro bono workshops.

Jack Hastings is a financial advisor at Ascend Private Wealth Management in Fort Collins, CO, holding a Series 66 designation. He has experience working with UBS Financial Services and Fidelity Investments. Outside of finance, he has worked in roles ranging from education to sports instruction. Ascend Private Wealth Management provides combined financial planning and discretionary portfolio management to individuals, families, trusts, and business owners without a stated account minimum. The firm's investment approach combines bottom-up fundamental and technical analysis with macroeconomic-driven tactical asset allocation, using both active security selection and selective passive strategies.

Joseph Reeves is the sole advisor at TRJ Wealth Management, Inc., an independent firm based in Lincoln, Nebraska. He holds Series 63 and Series 65 licenses and has 37 years of experience in the industry. Since founding TRJ Wealth Management in 2001, he has focused on providing investment advisory services. Outside of advisory work, he assists with a family-owned relaxation therapy wellness facility, Q-Wellness LLC, contributing around 25 hours per month. TRJ Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, emphasizing customized investment policy development, strategic asset allocation, and oversight of third-party money managers through managed account programs. The firm manages a small client base and primarily acts as an overseer rather than a primary discretionary manager.

Most people don't need another investment salesperson—they need a trusted guide to help them make smart financial decisions. Many of the families I work with are doing a lot of things right. They're earning a good income, saving for retirement, investing consistently, and building a life they love. Yet they still wonder: Am I paying more in taxes than necessary? Are we making the most of our opportunities? Are we actually on track for retirement? That's where comprehensive financial planning can make a difference. As a CFP® professional and fee-only fiduciary, I help individuals and families create a coordinated strategy around taxes, retirement, investments, insurance, estate planning, and cash flow. While many advisors focus primarily on investments, I believe some of the biggest opportunities often come from proactive tax planning and making sure every financial decision works together toward your goals. My goal isn't simply to help you build wealth. It's to help you keep more of what you've worked hard to earn and use it intentionally to support the life you want to live. Outside of financial planning, I'm a husband, father of three, and youth baseball coach. Like many of my clients, my family spends plenty of evenings and weekends at practices, games, tournaments, and other activities. Because of that, I have a special appreciation for the financial decisions parents face as they balance retirement goals, family priorities, and opportunities for their children. Whether you're raising competitive athletes, preparing for retirement, navigating a career transition, or simply looking for a trusted partner to help you make sense of it all, my goal is to provide clear advice, thoughtful planning, and ongoing guidance every step of the way.

Peter Carril is the managing member of Patton Hall, LLC, an independent advisory firm based in Princeton, NJ. He holds Series 63 and Series 65 licenses and has 13 years of industry experience, all with Patton Hall. Patton Hall provides discretionary asset management to individuals and high-net-worth clients, using a combination of fundamental, technical, and economic analysis to guide investment decisions. The firm manages accounts separately with ongoing portfolio reviews and offers personalized strategies based on client goals, risk tolerance, and time horizons.

James Black is the sole advisor at Keystone Capital Advisors LLC in Auburn, MA. He holds Series 63 and Series 65 licenses and has experience in real estate consulting and property management through his concurrent roles at Long Run Property Solutions, Inc. and A&M Real Estate Consultants. Keystone Capital Advisors LLC is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm focuses on discretionary portfolio management with a long-term, equity-focused approach, supplemented by ETFs and mutual funds, and offers comprehensive financial planning including fixed-fee standalone services.

Mark Samel is a CFP® professional with 19 years of industry experience. He is the sole advisor at Choice Asset Management LLC, an independent registered investment adviser based in Lakewood, NJ. In addition to his advisory role, he has taught at Yeshivat Keter Torah since 2012. Choice Asset Management provides ongoing portfolio management and advisory services to individuals, high-net-worth clients, foundations, trusts, and corporate pension and profit-sharing plans. The firm emphasizes a systematic asset-allocation approach using primarily mutual funds and ETFs, tailoring portfolios to client objectives and risk parameters.

Joshua Moraski is a financial advisor at Nightgale Wealth Management LLC in Schenectady, NY, holding Series 65 and Series 66 designations with one year of industry experience. Prior to his current role, he worked as an independent insurance agent for RIA Insurance Solutions, a division of Financial Independence Group (FIG). Nightingale Wealth Management LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes investment programs based on clients’ goals, time horizons, and risk tolerances, utilizing fundamental and technical analysis along with Modern Portfolio Theory.

Stacie Skryz is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Lechner Associates since 2014. She is based in North Attleboro, MA, and focuses on comprehensive financial planning and wealth management. Lechner Associates is an independent, fee-only firm that serves approximately 125 clients with $94 million in assets under management. The firm provides non-discretionary portfolio management tailored through fundamental analysis and retirement modeling, offering both ongoing wealth management and hourly financial consultation services.

Byron Spain is a CFA® charterholder and the sole advisor at Savi Finance, an independent firm based in San Francisco, CA. He has no prior industry experience before founding Savi Finance in 2025 but held various roles in organizations including Claritas Rx, Bravado Network, and ProductPlan. Outside of his advisory role, he was involved with UC Irvine Recreation from 2016 to 2019. Savi Finance provides discretionary investment management, retirement planning, and financial planning services primarily to individuals and high-net-worth clients. The firm employs a passive, evidence-based investment approach mainly using ETFs and model portfolios, with a subscription and hourly fee structure instead of asset-based fees.

Alan Anderson is a CFP® professional with 18 years of industry experience. He has led Yavapai Financial Planning, L.L.C. in Prescott, AZ since 2012. Yavapai Financial Planning, L.L.C. is an independent, fee-only firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm emphasizes non-discretionary asset management using institutional mutual funds and ETFs, incorporates scenario analysis and stress testing in its investment approach, and offers financial planning and consultation through hourly or fixed-fee engagements.

Minh Tran is a financial advisor at Lone Wolf Wealth Management in Ontario, CA, with one year of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, Minh worked at Northwestern Mutual in various capacities from 2025 to 2026 and was with International Tran Corp from 2011 to 2025. Lone Wolf Wealth Management serves individuals, families, small business owners, and employer retirement plan sponsors, offering discretionary and non-discretionary investment management along with comprehensive financial planning. The firm emphasizes customized portfolios, pension consulting, retirement plan design, and integrates charitable giving strategies within estate planning.

Robert Maher is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Virgil Wealth Advisory in Cincinnati, OH. He holds the Series 63 and Series 65 licenses and has previously worked at J.P. Morgan and First Data. In addition to his advisory role, he is Head of Ventures at National Veterinary Associates, dedicating a significant portion of his time to developing innovative partnerships. Virgil Wealth Advisory is an independent investment adviser that serves individuals, high-net-worth clients, and small businesses, offering discretionary portfolio management and comprehensive financial planning. The firm primarily uses passive investment strategies focused on index mutual funds and ETFs, with portfolios managed according to client-specific investment policies.

Mark Wilson is a financial advisor based in Pebble Beach, CA, with 11 years of industry experience. He holds a Series 65 designation and operates his own firm, Wilson, Mark Henry. In addition to his advisory work, Wilson maintains a full-time CPA accounting practice and is a part-time California real estate broker. He has served on the Monterey Peninsula Airport District since 2022. Wilson, Mark Henry provides comprehensive financial planning and related services to individual clients, including retirement and education planning, tax preparation, and estate-document review. The firm combines financial planning with an active accounting practice and affiliated real estate brokerage, using fundamental analysis for investment advice and billing on an hourly or fixed-fee basis without managing client assets or recommending specific securities.