David Hone is a CFA® charterholder with 26 years of industry experience. He has been the principal advisor at LCV Advisors LLC since 2016. LCV Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm employs a combination of fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework, blending active and passive mutual funds and ETFs to achieve client asset-allocation targets.

Every piece of advice that I offer my clients is based on my own journey along this path. I have owned, operated and exited a successful business. I’ve sat across the table from CPAs and attorneys to craft my own financial and estate plan. My wife and I have ensured our children’s needs will be met if anything happens to us. I have a deep understanding of financial markets that comes from managing my own investments including private offerings. Most financial advisors have strong educational backgrounds and significant experience advising clients, but they have not personally experienced the situations through which they are guiding their HNW clients.

David Goldenberg is a financial advisor at Cove Capital Management Inc. in Oyster Bay, NY, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Cove Capital Management since 2011. Cove Capital Management is an independent firm providing discretionary portfolio management and periodic portfolio reviews for individuals, partnerships, pension plans, trusts, and home offices. The firm employs fundamental analysis and a range of active strategies, including long- and short-term trading, short sales, margin transactions, and options writing, with portfolios typically including equities, bonds, mutual funds, ETFs, REITs, and exchange-traded partnerships.

Stephen Lanczycki is a financial advisor at Value Financial Partners LLC with a Series 65 designation. He has experience at firms including Sun Life Financial and John Hancock, and currently holds a senior actuarial and finance governance role at Sun Life Financial. Value Financial Partners LLC is a newly registered investment adviser offering discretionary asset management and optional financial planning. The firm generally serves individuals, high-net-worth clients, trusts, small businesses, and estates, employing a passive, buy-and-hold investment approach grounded in modern portfolio theory.

Glenn Van Gieson is a CFP® with 32 years of industry experience and has been with Penn First Advisors since 1993. He serves as president of Penn First Indemnity Company, managing the agency and selling insurance products. Penn First Advisors provides financial planning and investment management to individual clients, focusing on cash flow, insurance, employee benefits, retirement, taxes, and estate preservation. The firm emphasizes asset allocation, diversified portfolios, tax-aware strategies, and manages client assets on a non-discretionary basis.

John Piershale is a CFP® professional with 32 years of industry experience. He is the sole advisor at Piershale Wealth Management, LLC in Crystal Lake, Illinois, and has held prior roles at Origin Financial, Ausdal Financial Partners, Inc., Piershale Financial Group, Inc., and Triad Advisors, Inc. Piershale Wealth Management provides discretionary investment management and a variety of financial planning services to individual clients. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory and fundamental analysis, offering specialized tax and estate planning within a modest, single-advisor model.

Stuart Campbell is the principal advisor at Campbell Wealth Advisors, LLC in Sarasota, FL, holding a Series 65 license with 10 years of industry experience. He has worked at RM Investment Strategies, LLC and Retirement Wealth Advisors, in addition to founding Campbell Wealth Advisors. He is also licensed as an insurance agent and serves as CEO of RM Investment Strategies, LLC. Campbell Wealth Advisors, LLC provides financial planning and advisory services to individuals, corporations, and retirement plans, with a focus on cross-border financial planning for Canadians living in the U.S. The firm offers comprehensive planning services and supervises third-party portfolio managers, emphasizing a multi-step planning process that includes tax, estate, and benefit coordination.

Jonathan Luskin is a CFP® with 10 years of industry experience and is the principal of Luskin Financial Planning, an independent advisory firm based in San Diego, CA. His prior roles include positions at Ferri Investment Solutions, Define Financial, LLC, and Advanced Practice Advisors, LLC. He is also the owner of an investment-related online blog and engages in financial writing and consulting. Luskin Financial Planning provides advice-only financial planning services to individuals, families, family offices, retirement plan sponsors, trustees, nonprofit organizations, and other advisers. The firm employs a passive, index-focused investment approach using low-cost mutual funds and ETFs, and offers fixed-fee or hourly services without managing client assets or exercising investment discretion.

Mitchell Martin is a CFP® with 21 years of experience and the sole advisor at Mitchell Advisory Inc, an independent firm based in Reston, VA. He has led Mitchell Advisory since 1991. Outside of financial advising, he is a 50 percent owner and president of a bagel café managed by his wife, where he oversees the company’s finances. Mitchell Advisory Inc provides fee-only investment advisory and financial planning primarily to high-net-worth individuals and charitable organizations. The firm emphasizes asset allocation through a value-oriented approach using no-load mutual funds, ETFs, closed-end funds, and selective individual securities, managing approximately $69.5 million for a small client base.

Adnan Hamed is a financial advisor at Blue Aris with four years of industry experience. He holds a Series 65 designation and has prior work experience at IBM. His other business activities include investment advisory and technology consulting. Blue Aris serves a selective client base including individuals, business entities, pension plans, and institutional clients. The firm offers financial planning, investment advisory, and wealth management services with a multidisciplinary, education-focused approach that emphasizes strategic asset allocation and low-cost investment vehicles, supplemented by client education through newsletters, video blogs, and seminars.

Bradley Henthorn is a CFP® professional with 30 years of industry experience, operating through his firm, Henthorn Agency, Inc., since 1990. He holds a Series 63 designation and is based in Beech Grove, IN. Outside of his advisory role, he serves as a vice president of an S corporation through which he personally invests in rental real estate. Henthorn Agency, Inc. serves primarily individual clients, offering holistic financial planning, portfolio analysis, tax preparation, and insurance reviews under a flat-fee retainer program. The firm uses risk-based model asset allocations and manages non-discretionary portfolios while combining investment advice with tax and estate planning services.

James Adams is a financial advisor at Adams Wealth Management in Amarillo, TX, with 15 years of industry experience. He has held his current role since 2014 and previously worked at Hilltop Securities Independent Network for two years. He holds the Series 66 designation. Adams Wealth Management is an independent advisory firm managing approximately $13.6 million across 29 client accounts. The firm offers discretionary portfolio management and comprehensive financial planning services to individual, including high-net-worth, and corporate clients. It uses a client-specific approach to portfolio construction and sponsors a wrap fee program that covers investment management and transaction costs under a single fee.

Penny Di Giovanna is a CFP® with nine years of industry experience. She is the principal advisor at Financial Planning by Design, an independent firm she founded in 2023. Prior to this, she held positions at J.W. Cole Advisors, Fidelity Brokerage Services, and Raymond James, among others. In addition to her advisory work, she operates Wise Penny Consulting LLC, which provides non-investment consulting services related to family governance, financial education, and family transitions, including divorce. Financial Planning by Design is a fee-only, independent registered investment adviser serving individual and high-net-worth clients through comprehensive financial planning and discretionary investment management. The firm utilizes a blend of passive and active strategies based on Modern Portfolio Theory and offers tailored planning across various financial areas, including retirement, tax, and estate considerations.

Andrew Arroyo is the principal of Andrew Arroyo Investments, LLC and holds a Series 65 designation with 15 years of industry experience. He has operated Andrew Arroyo Real Estate Inc. since 1999, focusing on residential real estate sales and investment. Arroyo is also involved in managing real estate and securities investment funds through related entities. Andrew Arroyo Investments, LLC provides investment supervisory services to pooled investment vehicles and a variety of individual, corporate, and retirement clients. The firm employs a combination of fundamental, technical, and cyclical analyses across equity, options, and real estate-related investments, offering both discretionary and consultative advisory services.

Yousef Salama is a financial advisor at Museum Park Capital with a Series 65 designation and recent industry experience beginning in 2026. He has held roles at Deloitte Professional Services (DIFC), Global Affairs Canada, and the Chicago Metropolitan Agency for Planning, among others. Salama also serves as Director of Education for the Association for the Improvement of American Infrastructure through his related entity, Salama Research Group. Museum Park Capital provides non-discretionary portfolio management and tailored advisory services to individuals, high-net-worth clients, small businesses, and retirement plans. The firm emphasizes a long-term, thematic approach combining top-down analysis with bottom-up research, maintaining a small number of high-conviction positions and offering fixed-fee consulting engagements alongside portfolio management.

John Connolly is a CFP® with 27 years of industry experience, currently operating Connolly Financial Group in Grand Junction, CO. He has been affiliated with Colorado Financial Service Corporation since 2011 and The Lincoln National Life Insurance Company since 1991. His work encompasses both registered investment advisory services and financial planning under his own business names, which he has managed since 1987. Connolly Financial Group provides discretionary investment advisory services to individuals, trusts, and retirement accounts, overseeing approximately $16 million across about 30 client relationships. The firm utilizes two designated third-party managers to implement income, growth, or blended portfolios, managing accounts on a discretionary basis while accommodating client preferences and restrictions.

William Symons is a CFP® with 26 years of industry experience and is the principal of Eureka Financial Planners, LLC in Eureka, CA. He has managed his independent financial planning firm since 2015 and also owns Mitchell Grove, an apple orchard and event venue. Additionally, he holds a license as an insurance agent. Eureka Financial Planners is an independent, fee-based firm serving individuals and retirement plans with approximately $51.68 million in assets under management. The firm provides financial planning, qualified plan consulting, ERISA plan services, and non-discretionary portfolio management using both fundamental and technical analysis.

John Macmillan is the sole advisor at Macmillan Financial LLC in Annandale, NJ, holding Series 63 and Series 65 designations with 20 years of industry experience. He has worked at Macmillan Agencies since 2006. Macmillan Financial provides investment advisory and financial planning services to individuals and institutional clients, including pension plans, businesses, charities, and trusts. The firm follows a fundamental, research-driven approach that emphasizes long-term investing while allowing short-term trades when appropriate, managing client accounts with limited discretionary authority.

Anthony Collins is a financial advisor with EIA Investments LLC in Salisbury, CT, holding Series 63 and Series 65 designations and 10 years of industry experience. He has held roles at multiple firms, including Union Square Capital Advisors LLC and Economic Index Associates LLC, where he serves as Executive Director. Collins also serves as a director and consultant for IRIS Metals, a junior lithium mining company. EIA Investments provides investment advisory and sub-advisory services to investors, registered investment advisers, and institutional and charitable clients. The firm employs a rules-based index management approach that uses proprietary IFED scores to weight securities and primarily manages assets on a non-discretionary basis.

Orlando Johnson is the principal advisor of Johnson Wealth Management, LLC in Palm Coast, FL, holding a Series 66 designation and bringing 14 years of industry experience. He founded and serves as Senior Advisor to the Prosperity Seekers Investment Club, a local investment partnership established in 2002. Johnson Wealth Management serves individual investors, charitable organizations, and corporations with portfolio management, financial planning, and consulting services using tailored strategies that incorporate client objectives and risk tolerance. The firm offers both discretionary and non-discretionary portfolio management with ongoing monitoring and rebalancing.