George Massey is a financial advisor at Ellisville Harbour Partners in Cambridge, MA, holding a Series 65 designation with five years of industry experience. He has worked at Mozaic Capital Advisors, AAG Energy, and Kirkwood & Company LLC, and is also the owner of Far West Consulting, a business consultancy. Ellisville Harbour Partners provides investment management and advisory services to high-net-worth individuals, trusts, and estates, focusing on long-term, concentrated equity portfolios typically holding 10–20 businesses. The firm emphasizes proprietary research and invests in large addressable markets, technology-driven transformations, and frontier markets including Asia and overlooked U.S. regions.

Henry Hoang is a CFP® and ChFC® with 17 years of industry experience. He is the principal of Bright Wealth Advisors, LLC, where he has worked since 2018 following a decade at Northwestern Mutual. Hoang also maintains an active insurance practice, spending part of his time as a licensed insurance agent focusing on fixed insurance sales. Bright Wealth Advisors is an independent firm serving individuals and high-net-worth clients, managing approximately $21.9 million in assets across 50 client relationships. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, combining fundamental analysis with long-term and trading strategies, and offers educational seminars on investment topics.

Financial planning should help you feel confident, not overwhelmed. Early in my career, I noticed that many women were making important financial decisions without a trusted partner to guide them. While the industry often focused heavily on investments and retirement in isolation, I saw a need for more holistic support—helping women navigate everything from day-to-day cash flow and debt decisions to long-term goals like building wealth, planning for retirement, and creating financial security.  That realization led me to found Wolff Financial. I work with women who are ready to take control of their financial lives no matter where they are on their financial journey. My role is to bring clarity to the decisions in front of you and build a financial plan that gives you the tools you need to live the life you imagine. As a CERTIFIED FINANCIAL PLANNER™ professional and fee-only fiduciary, I believe financial planning should be practical, personalized, and easy to understand. As a business owner myself, I understand how easily life’s demands can pull your attention in every direction, which is why I’m passionate about helping women take ownership of their financial future with confidence. This work is about more than just planning—it’s about empowerment. I help clients build strong financial habits, make informed decisions, and move forward with a plan to help them live the life they want to live. I live in Greenville, South Carolina, where I enjoy cooking and baking sourdough, gardening, reading, staying active, and spending time with my dogs.

Lee Baker is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Claris Financial Advisors, Inc. He has worked with Wellstone Securities and Apex since the late 1990s and maintains a long-standing involvement in financial planning. Outside of his advisory role, he manages a non-investment activity related to renting out a previous home. Claris Financial Advisors provides comprehensive financial planning and discretionary investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a goals-based, customized approach with an emphasis on fundamental analysis and growth-and-income strategies.

David Biehl is a financial advisor with Capital Management Services in Santa Barbara, CA. He has 36 years of industry experience, having been with Capital Management Services since 1990. Capital Management Services is an independent, fee-only firm that provides investment planning and discretionary portfolio management for individuals, trusts, and small company retirement plans. The firm employs a value-oriented approach using no-load mutual funds and individual securities, focusing on long-term objectives and strategic asset allocation.

Scott Pederson is a financial advisor with Harmony Wealth Management LLC in Crown Point, Indiana. He holds Series 63 and Series 66 licenses and has 29 years of industry experience, including 22 years at Charles Schwab & Co., Inc. and Charles Schwab Bank before founding his current firm in 2019. Harmony Wealth Management is an independent asset management and financial planning firm serving individuals, trusts, corporations, retirement plans, tax-exempt entities, and government clients. The firm emphasizes quantitative portfolio optimization and efficient-frontier analysis in its investment process and offers a distinctive service mix that includes predominantly non-discretionary asset management and educational client workshops.

Christina Lueders Ochanpaugh is a financial advisor at Kingdom Wealth Development, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Cambridge Investment Research and Trinity Financial Group, where she also serves as an independent insurance agent. Kingdom Wealth Development provides financial planning and portfolio management services to individual and high-net-worth clients, focusing on written financial plans and ongoing portfolio oversight. The firm employs an asset-allocation framework primarily using mutual funds and offers both discretionary and non-discretionary management with regular portfolio reviews.

Anthony Orphanos is a Series 65-registered advisor with 13 years of industry experience. He has served as the sole advisor at Blacksmith Advisors LLC since 2012. Blacksmith Advisors LLC provides discretionary, fee-only investment management to individuals, trusts, estates, business entities, and charitable organizations. The firm employs a combination of fundamental, cyclical, charting, and technical analysis to guide investment decisions across equities, fixed income, and exchange-traded funds, managing portfolios on a discretionary basis with periodic reviews.

Reggie Peral is a financial advisor at Clearview Family Wealth, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC dba Salem Five Wealth Management and Ameriprise Financial Services, Inc. Prior to his financial services career, he was affiliated with Lesley University and Integration Partners. Clearview Family Wealth, LLC provides discretionary wealth management and comprehensive financial planning to individuals and high-net-worth clients, incorporating low-cost, diversified mutual funds and ETFs alongside individual securities and third-party managers. The firm emphasizes fundamental analysis with a long-term orientation and operates with discretionary authority within client-approved guidelines.

Shelley Hawkins is a CFP® with 26 years of industry experience and has been the sole advisor at Four Seasons Investment Management, Inc. since 1998. She also serves as vice president of Equitable Solutions, Inc., a firm providing hourly divorce planning services. Four Seasons Investment Management offers discretionary investment management through an all-inclusive wrap fee program, managing approximately $26.7 million for about 36 clients as of December 2025. The firm employs an actively managed, diversified approach across multiple asset classes and conducts quarterly reviews to adjust portfolios within client-defined objectives and risk profiles.

Marc Silk is a financial advisor at Silk Investment Advisors in Medfield, MA, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has worked at C. Silk And Sons since 2011 and has been associated with Delta Equity Services Corporation since 1998. Silk Investment Advisors provides discretionary portfolio management to individuals, high-net-worth clients, trusts, pension plans, and various business entities through separately managed accounts. The firm employs a long-term, patient Cash Rich Fallen Angel (CRFA) strategy focused on small and micro-cap securities, including non-U.S. issuers, and is notable for its concentrated positions and emphasis on balance-sheet analysis and turnaround prospects.

Jessica Tucker is the principal advisor at Innerworks Wealth Management in Cincinnati, OH, holding a Series 65 designation with three years of industry experience. Her prior work includes roles at Bullseye Investment Management and Keller Williams Advisors, along with a 14-year tenure at the Department of Defense. Outside of her advisory work, she is also a licensed real estate agent. Innerworks Wealth Management provides wealth management and financial planning services to individuals and high-net-worth clients, offering discretionary investment management and project-based planning. The firm’s investment approach combines fundamental, technical, cyclical, and charting analyses, using both passive and active strategies, and incorporates third-party managers under ongoing oversight.

Christopher Cook is a financial advisor at Bayou Bridge Capital Advisors, LLC in Houston, TX, holding a Series 65 designation with three years of industry experience. He has been with Bayou Bridge Capital Advisors since 2022 and has been involved with Bayou Bridge Capital LLC since 2016. Bayou Bridge Capital Advisors, LLC is an independent registered investment adviser providing discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, and corporate entities. The firm employs a variety of analytical approaches and trading strategies across a broad range of investment types while managing accounts for both individual and institutional clients.

Renee Snow is a Certified Financial Planner (CFP®) with 30 years of industry experience. She is the owner of ASL Financial, LLC, an independent registered investment adviser based in Los Gatos, CA. Prior to founding ASL Financial, she worked at SagePoint Financial, Inc. and OsaiC Wealth, Inc. In addition to her advisory role, she teaches courses in transpersonal leadership and research methods at Sofia University. ASL Financial, LLC serves individuals, corporations, and pension or profit-sharing plans by providing portfolio management, financial planning, and consulting services. The firm employs a technology-driven approach using the VISION2020 Advisor Managed Portfolios platform and acts as a sponsor of a wrap fee program, which is notable among independent advisers.

Matthew Fee is the principal of SR99Advisors and holds a Series 65 designation. He has prior work experience at Benco Dental and Elsevier, spanning over two decades, and has operated a real estate brokerage since 1992. SR99Advisors primarily manages pooled investment vehicles and institutional assets, offering core investment management and pension consulting services. The firm’s approach is influenced by in-house real estate expertise and includes flexibility in billing, with some consulting engagements charged hourly and occasional fee reductions for community-service or pro-bono clients.

Beth Lundberg is a CFP® and Series 65-registered financial advisor with five years at Hawthorne Wellman Financial Planning, LLC and a total of three years in the industry. Her prior experience includes roles at Hawthorne Wellman, LLC and Zeiders Enterprises, as well as self-employment. Outside of her advisory work, she dedicates time to an outside media project, a podcast. Hawthorne Wellman Financial Planning, LLC is a fee-only, state-registered investment adviser serving individuals, couples, and families with comprehensive financial planning and discretionary portfolio management. The firm employs an evidence-based, factor-driven, globally diversified, and cost-conscious investment approach tailored to clients’ tax situations, risk tolerances, and life goals.

William Kell is a financial advisor at Abbington Wells LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has led Abbington Wells since its founding in 2011. Abbington Wells is an independent advisory firm serving individuals, corporate, trust, and institutional clients with portfolio management and comprehensive financial planning. The firm employs an asset-allocation approach combining passive and active strategies, using technical, fundamental, and quantitative modeling in portfolio construction and management.

Laura I. Rotter, CFA, CFP is the founder of True Abundance Advisors, a fee-only financial life planning firm. Laura runs a unique firm built on the belief that true abundance comes when we create meaning with our money. Her meetings are a safe space for her clients to explore what they value and what gives them a sense of meaning and purpose. Together, they develop and implement a plan that broadens the concept of “investing” beyond financial assets to another scarce resource: time. Laura had a successful career on Wall Street, managing money for institutional investors, including Citicorp and Para Advisors. Her definition of abundance shifted, and she realized that she was using her life to make money, rather than using her money to make a life. She is drawn to work with others navigating a big life transition, and who are seeking purpose in their lives.

Harry Licursi is the sole advisor at Harry Licursi Tax & Retirement Planning in Santa Rosa, CA, with 19 years of industry experience and registrations including Series 63 and Series 65. He has operated his independent firm since 2004, providing financial advisory and tax services. Harry Licursi Tax and Retirement Planning offers personalized investment advisory, financial consulting, asset management, and pension consulting to individuals, trusts, estates, endowments, corporations, and retirement plans. The firm integrates investment management with tax advice as an IRS Enrolled Agent and emphasizes diversified portfolios tailored to client risk tolerance and time horizon.

Barry Federici is a CFP® professional with six years of experience in financial advising. He is the owner of Family First Wealth Management in Sycamore, IL, and has prior work experience including 30 years in the United States Marine Corps and legal studies at NIU Law School. In addition to his advisory role, he owns Saluting Success, LLC, a property management trust. Family First Wealth Management provides investment management and financial planning primarily for individual clients, employer-sponsored retirement plans, and charitable organizations. The firm’s investment approach centers on diversification and asset allocation based on Modern Portfolio Theory, offering both strategic and tactical allocation with the option to incorporate third-party managers. It also provides employee benefit plan consulting and pension-plan advisory services, supported by the principal’s interdisciplinary background as a licensed attorney, CPA, and CFP.