William Mc Cullough is a financial advisor at MCC Wealth in Atlanta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has five years of industry experience with prior roles at J.P. Morgan Securities LLC and Cetera Investment Advisers LLC. Outside of advising, he is also an insurance agent selling life, disability, fixed annuities, and long-term care products. MCC Wealth provides wealth management, comprehensive financial planning, and discretionary investment management for individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a goals-based approach with fundamental analysis to build diversified, tax-aware portfolios and offers fiduciary services for retirement plan sponsors, integrating ERISA considerations into its advice.

Elizabeth Schell is a financial advisor at Creative Financial Advisor Group LLC with four years of industry experience. She holds a Series 65 credential and operates an independent advisory firm based in San Clemente, CA. In addition to her advisory role, she is a licensed insurance professional, dedicating less than 10% of her business time to this activity. Creative Financial Advisor Group LLC is a newly formed registered investment adviser that offers wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm provides discretionary, customized portfolios primarily using low-cost mutual funds and ETFs, combines fundamental and technical analysis, maintains a long-term investment orientation, and operates under a written fiduciary standard and code of ethics.

Ali Syed is a CFP® with nine years of experience in financial advisory. He is the sole advisor at CWPIM, an independent firm based in Alpharetta, GA. Syed also manages private funds through Daikon Asset Management, LLC and is licensed to sell insurance products. CWPIM provides investment advisory and financial planning services to individuals and high-net-worth clients, managing approximately $15.4 million across 54 client relationships. The firm employs fundamental analysis and blended asset-allocation strategies tailored to clients’ goals, with accounts custodied at Interactive Brokers and reviewed quarterly.

Ryan Armstrong is the sole advisor at Nickelplate Financial LLC in Canton, Ohio, holding Series 63 and Series 66 designations with 17 years of industry experience. He has led Nickelplate Financial since its founding in 2016. Outside of advising, Armstrong owns TrashTiger Junk Removal, a junk removal and dumpster rental business. Nickelplate Financial LLC provides discretionary portfolio management for individuals, high-net-worth clients, and employer retirement plans, specializing in plan-level investment menu reviews and qualified default investment alternative recommendations. The firm applies modern portfolio theory and long-term asset allocation, emphasizing its formal 3(21) plan adviser program and automatic execution support for plan line-ups.

We believe money is a tool and that every person deserves a guide who will help them use it well. With deep respect for our fiduciary calling, we exist to serve individuals and organizations who are ready to understand their finances and take confident steps forward. We call that stewardship: holding what you've been given with care, intentionality, and purpose. Our relationships go beyond numbers. We take time to listen, learn, and help our clients find clarity around what truly matters, then build every decision on that foundation. This honest, human-first approach is at the heart of everything we do. Our comprehensive planning process creates a proactive partnership rooted in accountability. We walk alongside our clients through what we call Momentum Moments - those pivotal times when decisions carry the most weight. Planning to us focuses on our Life, Resources, Protection, and Legacy. By focusing on aligning these facets of your life, we help prepare for important decisions with confidence and courage, so you can move forward without second-guessing yourself. We don't take lightly the trust our clients place in us. We receive it with gratitude and honor it by holding ourselves to a standard of excellence in every interaction, every plan, and every recommendation. The Core Values which drive us: Stewardship - We treat every client's resources as something worth protecting and growing with care. Clarity - We simplify complexity so clients always know where they stand and what comes next. Gratitude - We don't take trust for granted. We receive it humbly and honor it faithfully. Excellence - We hold ourselves to a high standard in every plan, every conversation, and every outcome. Courage - We ask the hard questions, have the honest conversations, and help clients make bold, confident decisions. Our Mission is Empowering Fulfillment + Enhancing Communities Our Vision is to grow organically through a culture of excellence and genuine care - building a Destination Firm where clients and staff alike feel known, supported, and inspired. Along the way, we will make a lasting impact in the communities where we live and serve through volunteering, generosity, and relationships.

Eric Sikes is a financial advisor with Sikes Financial Services, LLC in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been operating as a sole proprietor since 2019 and was previously associated with LPL Financial LLC. Sikes also engages in insurance services as an insurance agent within his firm. Sikes Financial Services, LLC offers non-discretionary portfolio management and financial planning primarily to individual clients, combining fundamental, technical, charting, and cyclical analysis to develop client-specific strategies. The firm provides ongoing portfolio monitoring and tailored financial plans while allowing clients to impose investment restrictions and approving trades on a case-by-case basis.

Michael Santana is the sole advisor at Pembroke Wealth Management, LLC in Wilmington, NC, holding a Series 66 designation and bringing 16 years of industry experience. He worked at Edward Jones from 2010 to 2015 before founding Pembroke Wealth Management in 2015. Outside of his advisory role, Santana serves as a business consultant for several farming operations and manages multiple non-investment real estate ventures as a managing member or owner. Pembroke Wealth Management provides tailored, non-discretionary portfolio management and wealth consulting services to individuals, charitable organizations, corporations, and other entities. The firm emphasizes client approval for all transactions and employs a combination of technical and fundamental analysis along with modern portfolio theory in its investment recommendations.

Richard Seapy is a financial advisor at Glacier Point Advisors, LLC, holding Series 63 and Series 65 designations with 17 years of industry experience. He has been with Glacier Point Advisors since 2015. Glacier Point Advisors provides discretionary portfolio management through separately managed accounts to individuals, families, and various institutional and nonprofit clients. The firm employs fundamental, technical, and cyclical analysis to deliver client-specific strategies ranging from conservative income to speculative growth, including the use of long and short equity positions, options, margin, and ETFs.

David Burgess Jr. is a CFP®-certified financial advisor with 13 years of industry experience. He is the principal of Summit Capital Group LLC, where he has worked since 2024. Prior to this, he held roles at Secure American Insurance, LLC, Dearborn Street Advisors, LLC, and Mcalvany Wealth Management, LLP. In addition to his advisory work, Burgess is actively involved in insurance sales through Secure American Insurance. Summit Capital Group is a state-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm employs a top-down investment process combining fundamental and technical analysis with a value-oriented focus, offering model portfolios ranging from conservative to aggressive growth and utilizing mutual funds, ETFs, and option strategies.

Andrew Davis is a financial advisor at Schiff Wealth Advisors, LLC in Baltimore, MD, holding Series 65 and Series 66 licenses with 19 years of industry experience. He has been with Schiff Wealth Advisors since 2012. Schiff Wealth Advisors provides investment management and retirement-plan advisory services to individuals, trusts, qualified retirement plans, charitable organizations, and small businesses. The firm follows a long-term, asset-allocation-driven investment approach based on Modern Portfolio Theory, primarily using passively managed mutual funds and ETFs, and offers financial planning consultations on tax, estate, college planning, and cash flow.

Introduction ⭐️Serving Mid-/Late-Career Women and Families, Growing & Multigenerational Families, and Multicultural Families. ⭐️Founder & Financial Planner - Neat Financial Planning LLC ⭐️CERTIFIED FINANCIAL PLANNER™® Professional ⭐️IRS Enrolled Agent ⭐️UCLA MBA; Professionally trained at Deloitte & Goldman Sachs ⭐️ Fiduciary & Fee-Only I founded Neat Financial Planning in 2023 with a mission to make effective and affordable financial planning more accessible. My goal is to help you regain control of your time and resources, allowing you to focus on what matters most in your life. My career began at Deloitte as a public accountant, followed by various roles in accounting and corporate finance at Fortune 500 companies. During those years, I worked extensively with large Excel spreadsheets, analyzing financial models and statements for both public and private companies. While honing my financial analytical skills, I always aspired to make a more personal impact. Before founding Neat Financial Planning, I served as a Wealth Manager at Goldman Sachs, advising high-net-worth families and nonprofit organizations. I currently reside in Falls Church, Virginia, with my wonderful husband, son, and daughter, who are my greatest sources of joy. In my free time, I enjoy reading, practicing yoga, and exploring new restaurants. We've also made it a tradition to visit China, Kentucky, and Michigan to create fond and lasting memories with our extended families.

Michel Klus is a financial advisor at Synergos Capital Management with a Series 65 credential and five years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and the Texas Permanent School Fund. Synergos Capital Management provides discretionary portfolio management primarily for individual and high-net-worth clients, using a combination of charting, cyclical, fundamental, quantitative, and technical analysis. The firm employs long-term trading alongside options strategies and maintains a focused, derivative-oriented approach supported by custodial platforms that facilitate margin and derivatives execution.

John Mitchell is a Series 65-licensed advisor with CPA Synced Financial in Tampa, FL, and has two years of experience in investment management. He is also the sole owner of Mitchell CPA Financial & Tax Advisory, where he prepares and reviews tax returns and handles payroll and bookkeeping. His prior experience includes roles at BJM Financial, Davidson, Jamieson & Associates, Addessi Financial Partners, and Wells, Houser & Schatzel. CPA Synced Financial provides ongoing investment management and financial planning, utilizing a combination of fundamental and technical analysis with strategies such as long- and short-term purchases and covered call options. The firm serves clients through discretionary and non-discretionary accounts and maintains a co-advisory agreement with an independent wealth manager.

David Ross is a Certified Financial Planner® with over 20 years of industry experience. He has led Ross Financial Group since 2011 and previously worked as a business consultant. Outside of his advisory role, he acts as a business consultant for a long-term client and operates as an insurance broker. Ross Financial Group provides tailored investment advisory and portfolio management services to individuals and institutions, including trusts, estates, foundations, charities, and corporations. The firm offers a proprietary “Tides Portfolio” strategy focused on low-turnover, concentrated mid-cap index ETF holdings, with an objective to outperform the Dow Industrial Average over time.

Jason Joseph is a financial advisor with Abby Advisors LLC in Dobbs Ferry, NY. He holds a Series 65 credential and has one year of industry experience. Prior to joining Abby Advisors, he worked as a self-employed advisor for several years. Abby Advisors provides investment management and financial planning services to individuals, high-net-worth clients, and corporations. The firm uses a combination of passive and active investment strategies and offers both discretionary and non-discretionary account management, with a focus on long-term holdings alongside occasional short-term trades.

Carlos Rodrigues is the sole advisor at Fortune Financial LLC in Livingston, NJ, holding a Series 65 designation with 19 years of industry experience. He has operated Fortune Financial since 2005 and concurrently owns and manages the NJ Elevator Inspection Agency. Fortune Financial provides financial planning and investment advisory services primarily to individual clients, combining standalone consultations with ongoing portfolio reviews. The firm’s investment approach includes fundamental analysis, third-party research, and corporate rating services, with portfolio management involving various strategies and monthly reviews conducted by the principal.

Walter Gilmore is a financial advisor at K R Financial LLC with 19 years of industry experience. He holds a Series 66 designation and has been involved with multiple firms, including Alpha Fiduciary, ClearShares LLC, The Gilmore Firm, LLC, and Clearbrook LLC. Outside of his advisory roles, he is a practicing attorney at The Gilmore Firm LLC. K R Financial serves high-net-worth individuals, families, trusts, estates, charitable organizations, and corporations by providing discretionary securities portfolio management and comprehensive family office services. The firm’s investment approach centers on detailed financial analysis to manage risk and align portfolios with client objectives, supported by integrated brokerage, tax, and accounting capabilities.

Michael Bronson is a financial advisor at MB Financial Planning LLC in Richmond, RI, with nine years of industry experience. He holds a Series 65 designation and has worked at his current firm since 2017. In addition to his financial advisory role, Bronson serves as an instructor at Roger Williams University School of Justice Studies, teaching courses on Financial Crimes and Understanding Pensions and Retirement to current and retired police officers. MB Financial Planning LLC serves individual clients, including high-net-worth individuals, through comprehensive financial planning, investment management, and one-time financial plans. The firm employs primarily passive, low-cost portfolios with supplemental fundamental and technical analysis and also offers tax preparation and employer retirement-plan advisory services.

Brendan Phillips is a Series 65-licensed financial advisor at OnlyFunds with three years of industry experience. He has previously worked at Findigs Inc., Better Mortgage, and Bridgewater Associates. Outside of advising, he has been involved in developing pricing and eligibility systems for residential mortgages at Better Mortgage. OnlyFunds is an independent firm providing automated, software-based investment advisory and portfolio management services to U.S. individuals, trusts, and other eligible entities through brokerage accounts at Betterment or Interactive Brokers. The firm uses algorithmic portfolio construction grounded in Modern Portfolio Theory and emphasizes accessibility with no account minimums.

Tyler Beaudoin is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Dirigo Private Wealth. His prior roles include positions at Wells Fargo Clearing Services and Morgan Stanley Private Bank. Dirigo Private Wealth is an independent advisory firm that offers discretionary investment management, financial planning, and sub-advisory services to individuals, high-net-worth clients, and retirement plans. The firm customizes portfolios using client-specific asset allocation and combines fundamental and technical analysis, generally favoring longer-term holdings while allowing shorter-term trades for rebalancing or client needs. It also hosts educational seminars and events for clients and the public.