Mark Giometti is a CFP® professional with 18 years of experience, currently serving as the sole advisor at Black Diamond Financial Planning, LLC in Arlington, MA. He has focused his career on independent financial planning and portfolio management since founding his firm in 2008. Black Diamond Financial Planning, LLC works primarily with individual investors, personal trusts, and estates, providing goal-based financial planning and portfolio construction using a mix of ETFs, mutual funds, and individual securities. The firm employs a long-term investment approach that combines fundamental and technical analysis, with a billing structure based on hourly fees rather than asset percentages.

John Gardner is a CFP®-certified financial advisor with 36 years of industry experience. He has worked at Equity Research & Portfolio Evaluation, Inc. since 2001. Gardner is the sole advisor at Blackhawk Wealth Advisors, an independent firm based in Danville, CA. Blackhawk Wealth Advisors provides discretionary investment management, financial planning, and independent security research to individuals, trusts, estates, and investment companies. The firm employs a proprietary blend of fundamental and technical analysis to manage portfolios across various asset classes, focusing on risk reduction and predictable income through both long- and short-term strategies.

Sofia Goryn is a CFA® charterholder at Skela Financial in Franklin, TN, with one year of industry experience. She previously worked at RBC Dominion Securities and CIBC Capital Markets. Outside of her advisory role, she was involved with the Open Avenues Foundation. Skela Financial provides fee-based investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy incorporating fundamental, technical, and cyclical analysis, offering discretionary portfolio management alongside third-party managed-account programs tailored to client objectives.

Christine Parker is a CFP® professional and the sole advisor at Parker Financial, LLC, an independent firm she has led since 2007, with a total of 19 years in the industry. She holds the Series 66 designation and is based in La Plata, MD. Parker Financial, LLC provides investment advisory and consulting services to individuals, trusts, estates, one-owner small businesses, charitable organizations, and select institutional clients. The firm employs a long-term, tax-efficient investment approach grounded in Modern Portfolio Theory and integrates environmental, social, and governance (ESG) considerations, primarily using low-cost passive ETFs, equities, and investment-grade fixed income.

Tyler Madill is a financial advisor at Maris Wealth Management LLC in Duluth, MN, holding a Series 65 designation with six years of industry experience. Prior to joining Maris Wealth Management in 2022, he worked at JMR Financial Group, Inc. from 2019 to 2022. Outside of finance, he has experience working in the golf industry. Maris Wealth Management provides portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and assists small businesses with retirement plan setup and maintenance. The firm combines investment advisory services with in-house tax preparation, accounting, and business consulting support.

Warren Covert is a Series 65-licensed financial advisor at FSO Wealth in Dallas, TX, with one year of industry experience. His prior roles include work with Global Fiduciary Partners LLC and the U.S. Department of State. FSO Wealth provides financial planning and investment management to individuals and high-net-worth clients, offering services that include seminars and workshops for institutional and public groups. The firm emphasizes a planning-first approach with tailored recommendations and primarily non-discretionary investment management, alongside formal educational offerings and self-directed courses.

Herbert Miller is the principal of DPM Wealth Management, Inc. in Marietta, GA, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his advisory firm since 1997. In addition to his advisory role, Miller owns a CPA tax practice and a management consulting firm, each unrelated to investment services. DPM Wealth Management provides discretionary portfolio management and asset allocation for a limited number of individual and institutional clients. The firm employs both fundamental and technical analysis with an active trading approach, managing accounts on a discretionary basis and emphasizing model-level monitoring and rebalancing.

Quan Le is a financial advisor at Rockside Investments LLC with five years of industry experience. He holds the Series 65 designation and previously worked at Valero Energy Corporation for 32 years. Rockside Investments LLC is an independent advisory firm serving a small group of individual and institutional clients, including qualified retirement and profit-sharing plans. The firm uses a model-based, primarily long-term value investing approach with discretionary portfolio management and offers specialized pension consulting and performance-based fee arrangements.

Victor Guettlein is a CFP® professional with 25 years of industry experience, currently serving as the sole advisor at Blueprint Financial Services in Arvada, Colorado. He has worked extensively with Blueprint Financial Services since 1996, with a two-year period at Wealthsource Partners. In addition to his advisory role, he operates a separate insurance practice. Blueprint Financial Services offers discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and small businesses. The firm emphasizes risk-aware, downside-focused portfolios and utilizes structured notes and other instruments to reduce volatility and protect capital, while providing both ERISA 3(21) advisory and ERISA 3(38) discretionary investment manager services for retirement plans.

Dawn Moses is a financial advisor at Sensible Financial Solutions, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Sensible Financial Solutions since 2017. Outside of her advisory work, she has offered private piano instruction since 1999 and serves as chair of the Kalkaska Conservation District Board. Sensible Financial Solutions provides financial planning and portfolio management primarily for individual and high-net-worth clients. The firm emphasizes a passive investment approach using diversified portfolios of index mutual funds and ETFs, typically managing accounts on a non-discretionary basis and coordinating access to third-party model portfolios.

Martin Sickles is a CFP® professional with 28 years of experience in financial planning and investment management. He is the president of Financial Planning Partners, an independent firm he has led since 1997. He also serves as CEO of Exeter Analytics Group, where he provides accounting and tax preparation services as a CPA. Financial Planning Partners primarily serves high-income individuals and business owners, offering tailored financial plans and non-discretionary portfolio management. The firm combines fundamental and technical analysis within a diversified asset allocation framework, often utilizing third-party managers for specialized strategies.

Branch Johnson is a CFP® professional with 19 years of industry experience. He is the owner and president of Vault Financial, LLC, an independent advisory firm he has led since 2008. Vault Financial provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental and technical analysis, including option strategies, to manage portfolios on a discretionary basis in alignment with client goals and risk tolerance.

Anthony Nagle is a financial advisor with Lowercase Capital, LLC, holding a Series 65 credential and seven years of industry experience. He has worked at Lowercase Capital since 2018 and concurrently holds a technical and management role at IBA Proton Therapy, Inc. outside the investment field. Lowercase Capital serves individual, high-net-worth, and business clients in Texas, providing investment advisory services and financial-literacy training. The firm employs a combination of fundamental and technical analysis within a macroeconomic context, offering equity income and equity value strategies benchmarked to public ETFs, with regular performance reporting and client statements.

Adam Laakko is a financial advisor at SkySail Wealth Management LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at MetLife Securities Inc, Massachusetts Mutual Life Insurance Company, and MassMutual MidMichigan. Laakko also maintains a registered representative role to service clients with variable annuities, mutual funds, 529 plans, and brokerage accounts. SkySail Wealth Management provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients, using a variety of analytical methods and implementing both long- and short-term trading strategies. The firm requires clients to custody assets at Schwab Institutional and offers participant account management through a third-party platform.

Adam Barnai is the sole advisor at Barnai Asset Management in Boulder, CO, holding a Series 65 credential with 10 years of industry experience. He has managed Barnai Asset Management since 2014 and concurrently owns and operates a small construction company as a general contractor and builder. Barnai Asset Management provides discretionary portfolio management to individual and high-net-worth clients, focusing on equity and ETF-based strategies. The firm uses a top-down approach grounded in Modern Portfolio Theory with an emphasis on long-term market cycles, employing ETF-centric portfolios that include ESG options and, for suitable clients, tactical use of triple-leveraged ETFs with active monitoring and rebalancing.

Michael Scavullo is a financial advisor at Solebury Asset Management LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Summit Financial Group Inc., and Cetera. His activities include licensed insurance sales alongside his advisory role. Solebury Asset Management provides investment advisory services primarily to high-net-worth individuals and corporate clients, including pension and profit-sharing plans. The firm offers tailored portfolio management using a variety of analytical approaches and a broad range of securities, with additional services such as pension consulting and a wrap-fee program.

Juan Salazar is a financial advisor at Fiducia Wealth Management in Pasadena, CA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC for 10 years. Salazar also owns an insurance agency offering life, health, disability, long-term care, fixed annuities, and property and casualty insurance. Fiducia Wealth Management serves individual investors, high-net-worth clients, small businesses, and retirement plans with discretionary portfolio management and comprehensive financial planning. The firm combines Modern Portfolio Theory and fundamental analysis to build diversified portfolios and employs options strategies in some accounts.

Nauman Rana is a financial advisor at Wealth Forward Advisors with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fidelity Investments, Opal Wealth Advisors, Essex Financial Services, and taken a brief career break before joining his current firm. In addition to his advisory work, he is an independent insurance agent. Wealth Forward Advisors serves individuals and high-net-worth clients, offering portfolio management and financial planning with a fiduciary role on retirement accounts. The firm employs a diverse investment approach, including fundamental and quantitative analysis, and utilizes a broad range of strategies and products such as private equity, hedge funds, and higher-risk trading techniques.

Clair Crossland is the principal and sole advisor of LFS RIA, LLC in Dallas, TX, with 43 years of industry experience. He holds the ChFC® and Series 63 designations and has been with LFS RIA since 2010, as well as with Lifetime Financial Strategies since 1987. His activities include serving as an expert witness in lawsuits related to fixed insurance products and involvement as a passive partner in family farming ventures. LFS RIA, LLC is an independent Registered Investment Adviser providing wealth and income planning, financial planning, and portfolio management to individuals, families, pension and profit-sharing plans, trusts, estates, and small businesses. The firm combines low-risk, moderate-risk, and growth-oriented investments through an asset-allocation approach informed by efficient-frontier principles, integrating commissionable insurance and banking products alongside traditional investment offerings.

Erik Halvorsen is a Series 65-licensed financial advisor with 12 years of industry experience. He has been the CEO of My Advisors, LLC since 2012, where he also provides non-investment-related management and education advising outside of trading hours. My Advisors, LLC is a state-registered investment adviser serving individuals, families, trusts, and institutional clients with non-discretionary investment management. The firm specializes in globally diversified, low-cost index portfolios using a Multi-Factor framework and primarily invests in passively managed mutual funds and ETFs.