J. Manley is a CFA® charterholder with 12 years of industry experience. He has been the sole advisor at Manley Capital Management, LLC since 2013. Manley Capital Management provides discretionary investment advisory services and financial planning to individuals, trusts, endowments, and other institutions. The firm employs a value-driven, economically balanced asset-allocation strategy that incorporates equities, fixed income, commodities, and currencies, with portfolio adjustments based on market valuation and risk-reward considerations.

Weiser Financial Planning LLC is an an Independent, Fee-Only, Registered Investment Advisor in Lewis Center, OH that provides Comprehensive Financial Planning and Investment Management services to clients in the Columbus & Central Ohio area, as well as nationwide through online virtual meetings. We work with busy professionals and client's in-or-near retirement specializing in income planning and taxes. Our mission is to connect your money with the things that are most important to you, so you can live your core values and maximize your full potential. We help our clients save time, save money, and make money by making wise financial decisions. Hi I'm Ryan and I love what I do! I founded Weiser Financial Planning LLC after working many years in the corporate world. I chose to open WFP because I wanted to create a business with a noble purpose where I could combine my entrepreneurial side with my passion for helping people to make wise financial decisions. I believe that money is just a tool and that it's important to help people connect their money with the things that are most important to them. I like to say, "money without purpose is like eating cereal without milk, it might taste ok - it's just not as satisfying." I have worked in the financial services industry since 2000 working for several Fortune 500 companies. Over those years I have consulted with hundreds of financial advisors from various financial institutions including banks, insurance companies, wirehouses, and independent broker/dealers. Through this experience I have had the opportunity to help thousands of clients and positively impact their lives. One of my driving motivations in building a new financial planning business was to differentiate from the Wall Street firms, banks, and insurance companies that sell proprietary products with sales incentives, and conflicts of interest that are intended to maximize company returns at the expense of clients. As an independent RIA we are completely free to focus on our clients and what's in your best interest. Schedule a time for a conversation > https://weiseradvisor.com/schedule

Chaim Gewirtz is a financial advisor at Lakewealth Capital, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Lakewealth Capital since 2018. He also has a long-standing involvement with B & H Investing, LLC since 2010. Lakewealth Capital provides discretionary investment management and related services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment approach combines factor-driven and quantitative value stock selection with special-situations investing, supported by tactical asset allocation and adaptive hedging.

Dustin Hunter is the principal of SunRift Capital Partners LLC and holds a Series 65 designation with 14 years of industry experience. His prior work includes roles at Legacy Wealth Management and various independent capacities since 2015. Outside of his advisory role, he is involved as a managing member of Granite Park Capital and works as an insurance agent with Retirement Income Consultants. SunRift Capital Partners is an independent investment adviser serving primarily individuals, high-net-worth clients, and charitable organizations. The firm provides discretionary asset management, financial planning, and educational seminars, employing fundamental, technical, and cyclical analysis to tailor investment programs to clients’ goals and risk tolerance.

Samuel Fineberg is the sole advisor at Fineberg Wealth Management, LLC in Ann Arbor, MI, holding a Series 66 designation with 13 years of industry experience. He has managed his independent advisory firm since 2012. Outside of his advisory role, he has been involved in rental property management since 2008. Fineberg Wealth Management serves individual clients by providing discretionary investment supervisory and portfolio management services without account minimums. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to build diversified portfolios and employs various trading strategies, conducting regular account reviews.

Roger Budd III is the principal of Roger Budd Investment Management, LLC in Saint Simons Island, GA, with 12 years of industry experience. He holds a Series 66 designation and previously worked at Pentas Wealth Management and Raymond James Financial Services. He is also involved as a director of Golden Isles Captive Insurance Inc. Roger Budd Investment Management, LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm customizes investment programs based on client goals, time horizons, and risk tolerance, utilizing fundamental, technical, and charting analysis across various strategies, often operating under discretionary authority.

Mark Ferguson is the sole advisor at Tradewinds Investment Advisors, LLC, an independent firm based in Eudora, KS. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to focusing on investment advising, he worked for 16 years in the St. Michael - Albertville Public School District and continues to serve as a substitute teacher in a local public school district. Tradewinds Investment Advisors provides separate-account investment management to individuals, trusts, and institutional clients such as pension plans and foundations. The firm’s investment approach centers on asset allocation and diversification tailored to client needs, utilizing fundamental and technical analysis to manage portfolios that include equities, fixed income, mutual funds, ETFs, and options.

Maura Madden is a CFP® with four years of industry experience, currently the principal of Maura Madden Financial Planning in Seattle. She previously worked at EP Wealth Advisors and Conlon Dart Wealth Management, accumulating seven years of prior experience. Her firm serves individuals, including high-net-worth clients, providing comprehensive and ongoing financial planning without direct management of client investment accounts. Maura Madden Financial Planning follows a project and hourly engagement model, offering investment guidance based on modern portfolio theory with an emphasis on passive, asset-class strategies. The firm supports implementation and coordination with other professionals while clients maintain account custody and monitoring.

David Bullock is the principal of Arque Advisors, LLC, an independent firm he has led since 2005. He holds Series 66, Series 65, and Series 63 licenses and also has experience with Milton Associates LLC dating back to 2002. Arque Advisors provides investment management and consulting services to individuals, institutions, family offices, and private investment funds. The firm combines proprietary models, technical charting, and fundamental analysis in its investment approach and is notable for incubating and sponsoring pooled investment vehicles alongside direct portfolio management.

Janessa Price is the sole advisor at Prosperilux LLC, holding Series 63 and Series 65 licenses with seven years of industry experience. Her prior roles include positions at Harbour Investments, Inc. and Annex Wealth Management, LLC, as well as operating a sole proprietorship since 2006. Outside of financial advising, she co-owns Nordic Grove LLC, a duck and orchard farm, and owns an IT consulting business, Optum Security. Prosperilux LLC is a newly established investment advisory firm providing discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, and business entities. The firm utilizes modern portfolio theory and Monte Carlo analysis, often employing third-party managers and model providers, including sub-advisors and Altruist’s Model Marketplace.

Charles Horonzy is a CFP® professional with seven years of industry experience. He is the sole advisor at Focused Up Financial, LLC, where he has worked since 2017. Prior to that, he was employed at Sullivan Mermel, Inc. and Accountemps. Outside of his advisory role, Horonzy is employed as a Tax Pro for Intuit and has worked as an independent contractor for Bluestem Financial Advisors, LLC. Focused Up Financial serves individual and family clients as well as businesses and plan sponsors, offering comprehensive financial planning, investment advisory, and tax preparation services. The firm emphasizes integrated planning that coordinates investment allocation with tax, risk management, and business-planning considerations, primarily employing passive, asset-class-based investment strategies with discretionary portfolio management delegated to a third-party sub-adviser.

William Wrean is the sole advisor at Sacajawea & Company, LLC, an independent firm based in Wellesley, MA. He has 21 years of industry experience and has been with Sacajawea & Co. since 1989. Outside of his advisory role, he serves as Treasurer of Oasis Semiconductor, Inc., a position unrelated to investment activities. Sacajawea & Company manages discretionary portfolios for high-net-worth individuals, trusts, foundations, retirement accounts, and pooled investment vehicles, including charitable organizations and fiduciary accounts. The firm employs a fundamental, long-term investment approach based on independent analysis of extensive historical financial data and manages diversified portfolios without the use of derivatives or leverage.

Kevin Nunez is a financial advisor at NJK Wealth Management with eight years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Merrill Lynch. NJK Wealth Management provides discretionary portfolio management and standalone financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods with a long-term orientation, focusing on a defined set of instruments including mutual funds, fixed income, ETFs, real estate funds, venture capital funds, and private placements.

Website: https://fullcirclefinancialplanning.com/about-gina-hagen/ My experience helping family owned businesses in the beauty industry reach their goals is the foundation of knowledge I draw from to help individuals and families reach their financial goals. I am a career changer. I spent over 30 years as a CFO reviewing cash flows, tax planning, designing employee benefit plans, risk analysis and investment review. During my time working with hundreds of employees, I realized people are not making time for their financial planning and when they do they need help to make informed financial decisions. There is too much information on financial topics that people have analysis paralysis. Its not just about financial literacy its also about implementing this into their lives to be financially independent. I hold a CPA license yet still went back to school to sit for the Certified Financial Planning certificate. Holding a CFP license certifies that I want to provide clear transparent advice and have a fiduciary duty to put my client first. I do not sell any products, only objective guidance. I do not receive commissions or referral fees. I offer fee-only financial planning at a fee of $2,500, about 10 hours, or Investment management with an asset under management fee (this also comes with a financial plan) or ongoing financial planning charged quarterly. My personal hobbies include enjoying a competitive game of tennis with friends, skiing with my husband in every state, hiking in the local mountains, visiting our children and everyday walks with Lexi, our Vizsla. Website: https://fullcirclefinancialplanning.com

Adam Wilk is a financial advisor at Greystone Capital Management with six years of industry experience. He holds the Series 65 designation and previously worked at Citibank from 2016 to 2019. Greystone Capital Management provides discretionary investment management focused on long-only equity portfolios, specializing in small- and micro-cap stocks through fundamental research. The firm serves individuals, trusts, estates, business entities, charitable organizations, and family offices, emphasizing high-conviction, concentrated positions held until perceived mispricings correct.

Micah Weiss is a financial advisor at Tandem Financial Planning LLC in Springfield, Oregon. He holds a Series 65 designation and began his advisory career in 2024. Prior to his work in financial planning, Weiss has been an area manager at Fall Creek Farm and Nursery Inc., a farm and nursery business, since 2017. Tandem Financial Planning LLC provides investment management and financial planning services to individuals, high-net-worth individuals, and small businesses. The firm emphasizes long-term, evidence-based asset allocation and tax-aware implementation, offering both ongoing planning and project-based engagements on a fee-only basis.

Peter Lee is a financial advisor at GP Wealth Management, LLC in Alameda, CA, holding a Series 65 designation with 13 years of industry experience. He has been with GP Wealth Management since 2012. GP Wealth Management provides asset management and portfolio supervision for individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and corporate entities. The firm tailors portfolios to clients’ financial situations and objectives, employing a combination of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation.

Leslie Michael is a financial advisor at Michael Associates, LLC in Indianapolis, IN, with 23 years of industry experience. He holds the PFS™ designation and Series 65 license. Michael Associates, LLC is a fee-only advisory serving individuals, trusts, and estates with financial planning, investment advice, and retirement, estate, and tax planning services. The firm emphasizes strategic asset allocation through a core-and-satellite investment approach with global diversification, operating non-discretionary advisory relationships and integrating tax-focused planning into its accounting-oriented practice.

Alexander Schramm Von Blucher is a financial advisor with Von Blucher Capital LLC in Arlington, MA. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Tyr Securities LLC and involvement with Little Flippers Swim School. Von Blucher Capital LLC provides wealth management and project-based financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a combined approach of fundamental analysis, Modern Portfolio Theory, and technical methods to manage portfolios using a mix of passive and active investments tailored to client needs.

Joseph Brady is a CFP® professional with nine years of experience in financial services. He is the sole advisor at Rock Financial Planning, an independent firm he has been with since 2019. His prior experience includes roles at Transitions Wealth Management, Centennial State Financial, and Fidelity Brokerage Services. Rock Financial Planning provides discretionary investment management and various financial planning services to individuals, high-net-worth clients, and small businesses. The firm focuses on individualized investment policy statements and primarily uses passive portfolios with index mutual funds and ETFs, conducting quarterly account reviews and managing client relationships through custodian statements and trade confirmations.