Zachary Wolfson is a financial advisor at Wolfson Private Wealth, LLC in Ft. Lauderdale, FL, holding a Series 66 designation with seven years of industry experience. His work history includes roles at Edward Jones and real estate-related firms prior to founding his current independent practice. Wolfson Private Wealth, LLC provides discretionary portfolio management, financial planning, and consulting services to individuals and small businesses. The firm employs a range of investment strategies across a broad investable universe, including traditional securities, real estate, private placements, structured products, and derivatives, with accounts typically managed on a discretionary basis and monitored regularly.

John Jones is the principal of John Schooler Jones LLC, an independent advisory firm based in Petaluma, CA. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Jones has led his firm since its founding in 2003. John Schooler Jones LLC provides financial advisory and planning services to a client base primarily consisting of higher-net-worth individuals, closely held corporations, trusts, and pension plans. The firm operates on a non-discretionary model, coordinating third-party asset managers and dedicating significant focus to business succession planning.

HOW IS YOUR EXPERIENCE DIFFERENT WITH MATTERHORN? • Don’t pay a percentage of your assets—hourly or set fees instead—and no minimums • Experience the process of connecting with yourself through Life Planning to identify the most meaningful goals for you to accomplish, now. • Your Certified Financial Planner is also your CPA and can plan for and prepare your taxes. • You become educated and empowered to make your own financial decisions. • You maintain control over all of your assets, keep them wherever you want and make your own trades based on specific index-based investment recommendations. • Meet from your home (or anywhere!) virtually. • Night and weekend appointments available. • 20+ years of experience with clients from new investors to ultra-high net worth investors, plus real estate management experience.

Brett Bucher is a CFP® professional with 26 years of experience in the financial services industry. He is the sole advisor at Bucher Wealth Advisors, an independent firm he founded in 2010. In addition to his advisory role, he is also an insurance broker. Bucher Wealth Advisors serves individuals, trusts, corporations, and retirement plans by providing asset management and financial planning, including separately managed account services and pension consulting. The firm employs a combination of fundamental, technical, and cyclical analysis in managing portfolios and offers advice primarily on a non-discretionary basis while using the Pontera® platform for held-away retirement accounts.

My name is Cameron Folse, and I am the founder of Folse Financial. I believe that professional financial advice should be simple and streamlined. Our focus is on flat fees, a modern digital experience, and fiduciary advice. After over 6 years in the financial services industry, I realized that the industry has a transparency problem. Many clients do not know how much they pay their advisor, either through insurance commissions or through investment management fees. Whether the fees are high, low, or just right, people should know exactly how much they are paying so they can be able to decide for themselves if what they are paying for is worth it. That is why Folse Financial is founded on flat, clear fees that are based on the complexity of your situation, not how much you decide to invest with us. I also pride myself on giving fiduciary advice. One thing many people don't know is that some advisors are not always fiduciaries. Some advisors wear several hats, and are only legally fiduciaries when making certain types of recommendations. With the CERTIFIED FINANCIAL PLANNER® certification, we are required to be fiduciaries at all times. In today's world, it's not enough to have transparent fees and give excellent advice. Clients also deserve a digital experience as well. We have set up systems to allow clients to view their entire financial picture in one place and allow them to track their progress towards their planning goals. The process of opening accounts and signing paperwork is entirely digitalized, saving hours of time for my clients and for myself. These are our 3 focuses for our business. Let us know if there's a way we can help you!

Brian Chew is a financial advisor at Cliveden Capital Management, LLC, with 12 years of industry experience. He holds the Series 66 designation and has a longstanding career at Sempra Energy since 1990. Cliveden Capital Management provides discretionary investment management and outsourced chief investment officer services to small and mid-sized foundations, endowments, pension plans, and select high-net-worth individuals. The firm employs an asset-allocation driven approach, constructing diversified portfolios tailored to client objectives and risk profiles, and is notable for offering institutional outsourced CIO services to smaller organizations.

Donald Rudy III is a financial advisor with Lakeline Financial in Cedar Park, TX, holding a Series 65 designation and two years of industry experience. Prior to founding Lakeline Financial, he spent over a decade at Blizzard Entertainment and two years at Momentum Private Wealth Management. Lakeline Financial provides investment management and comprehensive financial planning for individual and high-net-worth clients, offering a range of services including ongoing planning and limited-scope hourly engagements. The firm employs both passive and active strategies grounded in modern portfolio theory and focuses on traditional asset classes while excluding Alternative Investments and Cryptocurrency.

Kienan Garn is a financial advisor at Heritage Hill Adviser with four years of industry experience. He holds a Series 65 designation and has been with Heritage Hill Adviser since 2021. Outside of his advisory role, he works full-time as a program manager for new product development at The Raymond Corporation, a manufacturer of forklifts. Heritage Hill Adviser provides investment advisory and financial planning services primarily to individual clients and retirement account participants. The firm offers both discretionary asset management and non-discretionary consultation, focusing on asset allocation through various analytical techniques and serving a small client base with a single custodian platform.

Joshua Clifford is a CFP®, CFA®, and Series 63 credentialed advisor with 13 years of industry experience. He is the sole advisor at Quoinage Capital LLC, an independent firm based in Austin, TX. His prior work includes roles at Dimensional Fund Advisors and several wealth management firms. He also has a teaching appointment at the UT Austin Center for Professional Education through 2025. Quoinage Capital provides discretionary investment management, comprehensive financial planning, held-away account review, and consulting services for individuals, charitable organizations, corporations, and other advisers. The firm combines passive and active investment strategies guided by Modern Portfolio Theory, managing portfolios on a discretionary basis with ongoing supervision and periodic rebalancing.

Vishwas Godbole is the sole advisor at Opulent Strategies, LLC in Saratoga, CA, holding a Series 65 designation with 21 years of industry experience. He has managed Opulent Strategies since 2004 and operates a separate business, Navin Systems, which has provided test equipment manufacturing, engineering consulting, and investment software development since 1986. Opulent Strategies offers discretionary portfolio management to individuals, high-net-worth clients, and small business or corporate accounts, focusing on options-based strategies designed to generate monthly cash flow. The firm uses technical analysis and real-time block trading to manage risk and adjusts positions regularly, with performance-based fees available for qualified clients.

Paul Dibiasio is the principal of Private Lane Capital, LLC, an independent advisory firm based in Annandale, Virginia. He holds a Series 65 designation and has 19 years of industry experience, with a career that includes managing Private Lane Capital since 1999 and operating Di Biasio & Edgington, Inc. since 1989. Di Biasio & Edgington provides a subscription service offering portfolio analysis using proprietary technical analysis methodologies. Private Lane Capital offers discretionary portfolio management primarily to high-net-worth individuals, families, and institutional clients, managing approximately $128.8 million in assets across nine accounts. The firm employs a concentrated, equity-focused investment strategy that combines technical and fundamental analysis, with selective use of option strategies and private placements for qualified investors.

Bradley Atherton is a financial advisor with AIM Advisors in Beaverton, Oregon. He holds the Series 63 designation and has 15 years of industry experience. Since 2002, he has operated AIM Advisors, an independent investment advisory firm. AIM Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charities, and corporations. The firm constructs customized portfolios using a mix of individual stocks and bonds, exchange-traded funds, and mutual funds, combining active and passive investment approaches while adhering to ERISA fiduciary standards for retirement accounts.

John Harris is the sole advisor at Fundamental Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Fundamental Advisors since 2002, serving as its president and registered investment advisor. Fundamental Advisors, Inc. provides investment advisory services to individuals, including high-net-worth clients, and pension, profit-sharing, and 401(k) plan sponsors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting services, with an investment approach centered on asset allocation and mutual fund/ETF analysis.

Michael Smith is a financial advisor at Focus Advisory, LLC with 21 years of industry experience. He holds the Series 66 designation and has been with Focus Advisory, an independent registered investment adviser, since 2008. Focus Advisory, LLC provides investment management services exclusively to individual private clients, managing approximately $38 million. The firm employs a global asset management approach using macroeconomic, fundamental, and technical analysis, with portfolios tailored to client suitability and risk tolerance.

Samuel Brasher is a financial advisor with Galleon Wealth Advisors LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Galleon Wealth Advisors in 2025, he worked with several firms including Equitable Advisors, LLC and Helu Capital, and has experience in both financial and non-financial roles. Outside of advising, he is a partner in The Vector Account LLC, a private real estate development company. Galleon Wealth Advisors is an independent firm offering fee-only investment management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored participant-directed retirement plans. The firm’s investment approach combines modern portfolio theory with passive and active strategies, including pension consulting and ERISA fiduciary services.

James Schroeder is the sole advisor at Covered Edge Asset Management, LLC in Roseville, CA, holding Series 63 and Series 65 designations with 15 years of industry experience. He has been with Covered Edge Asset Management since its founding in 2011. Covered Edge Asset Management provides discretionary portfolio management to individuals, high-net-worth clients, and business owners, creating personalized Investment Policy Statements based on clients’ goals, income, tax situations, and risk tolerance. The firm integrates charting, fundamental and technical analysis, and employs a range of strategies including long-term investing, active trading, options writing, and short sales, with performance-based fee arrangements available for qualified investors.

Paul Huey is a financial advisor at EFS Wealth Management LLC in Columbus, Ohio, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Delta Capital Management, AE Wealth Management, and Eagle Financial Solutions, where he has also been involved in insurance sales and financial advising. EFS Wealth Management LLC provides investment advisory and financial planning services to individuals, trusts, family offices, small businesses, endowments, and other institutional investors. The firm focuses on asset allocation and selecting outside money managers to manage portfolios, offering both discretionary management and standalone financial planning engagements.

James Bishop is the sole advisor at Dark Horse LLC, an independent firm based in Katy, TX. He holds a Series 65 designation and has 14 years of industry experience, having led Dark Horse LLC since 2011. Dark Horse LLC provides discretionary investment management and tailored financial consulting primarily to individual and high-net-worth clients. The firm focuses on customized, long-term portfolios emphasizing exchange-listed equities, using a combination of fundamental and technical analysis while generally avoiding high-risk strategies.

Robert Holbrook is a financial advisor with Bob Holbrook Holdings LLC, holding a Series 66 designation and 24 years of industry experience. He previously worked at G.A. Repple & Company for 14 years and has operated as a sole proprietor since 2009. Outside of his advisory work, he runs a retail store on eBay selling fishing equipment. Bob Holbrook Holdings is a solo-registered investment adviser serving individual clients and retirement plans, managing about $10 million across 68 accounts. The firm employs fundamental analysis combined with hedging strategies, including options trading and margin, and provides ERISA plan services with both limited-scope and discretionary fiduciary roles.

Daren Taylor is the sole advisor at Sire Line Capital Management LLC in Midland, TX, holding the CFA® designation with 14 years of industry experience. He has led Sire Line Capital Management since its founding in 2008. Sire Line Capital Management provides discretionary portfolio management through a separately managed account platform, focusing on long-term, value-oriented investing. The firm manages concentrated portfolios emphasizing balance-sheet strength, earnings power, and intrinsic-value analysis, with a buy-and-hold approach and the use of a range of investment instruments including derivatives and structured products.