Stephen Parkin is the sole advisor at S.P. Parkin & Co, an independent firm based in Chesterfield, MO. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. His career includes long-term roles at Guardian Life Insurance Co. of America, Integrated Asset Management, Inc., and his own firms dating back to 1981. In addition to advisory services, Mr. Parkin is licensed to sell insurance through his firm, primarily to benefit clients. S.P. Parkin & Co. serves individual investors, corporations, churches, and endowments by providing investment supervisory services, portfolio management, financial planning, and consulting. The firm manages assets on a discretionary basis using four model portfolios with tactical sector rotation and employs multiple forms of analysis to adjust allocations. It also publishes a quarterly newsletter and operates an affiliated insurance agency, features that are uncommon among solo independent advisers.

Judd Axelson is the principal of Paratus Wealth Management, LLC, an independent registered investment adviser based in Long Lake, MN. He holds a Series 65 designation and has 18 years of industry experience. Axelson also owns Axelson & Associates LLC, a consulting and recruiting business unrelated to investment management. Paratus Wealth Management serves individuals and high-net-worth clients, managing approximately $72 million across 44 accounts. The firm emphasizes tailored investment plans based on asset allocation and Modern Portfolio Theory, offering discretionary portfolio management, comprehensive financial planning, and periodic reviews.

Gregory Mall is a CFA® charterholder and financial advisor at LionSoul Global Advisors with one year of industry experience. Prior to joining LionSoul Global, he worked at AMINA Bank for five years and Credit Suisse for four years. LionSoul Global Advisors provides discretionary investment advisory services primarily focused on digital asset strategies, serving high net worth individuals, trusts, estates, and other entities. The firm emphasizes portfolio management in cryptocurrencies and blockchain-based assets through a proprietary platform that integrates fundamental and technical analysis.

Kamal Ramani is a CFP® professional with one year of experience in financial advisory services. He is the principal of REA Investments, LLC, where he has worked since 2023. In addition to his advisory role, Ramani is a CPA who operates Blue Lotus Services, providing tax preparation, and serves as CFO of Raw Brands Inc., an apparel wholesaler. REA Investments, LLC is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, and business entities. The firm constructs customized portfolios based on client goals and risk tolerance, utilizing a range of analytical techniques and conservative cash management strategies.

Lior Rusinek is the sole advisor at 147th Group LLC in Boca Raton, FL, holding Series 63, 65, and 66 licenses with 38 years of industry experience. He has led 147th Group since 2016 and previously worked with MSH Capital Advisors, LLC, and M.S. Howells & Co. from 2016 to 2020. 147th Group provides discretionary portfolio management and investment oversight to individuals, high-net-worth clients, and retirement accounts. The firm uses a combination of fundamental, quantitative, technical, and charting analysis focused on long-term trading, with portfolio strategies aligned to each client’s goals and risk tolerance.

Robert Foster Jr. is the sole advisor at Plain Talk Financial Planning, LLC, holding a Series 65 designation and beginning his advisory career in 2024. He has worked at Nokia since 1984 as a Technical Support Engineer, a role that occupies the majority of his time. Plain Talk Financial Planning, LLC is a fee-only, state-registered investment adviser serving individuals and high-net-worth clients with investment management and financial planning services. The firm uses asset allocation principles and a combination of passive and active strategies, often incorporating third-party model portfolios and outside managers to implement advice.

William Maxwell is a CFA® charterholder with 32 years of industry experience. He is the sole advisor at Maxwell Family Office, LLC, an independent firm based in Rock Hall, MD, where he has worked since 2015 under the related entity names. Maxwell Family Office is a fee-only investment advisor serving primarily individuals, family-related clients, and select charitable organizations. The firm manages balanced portfolios using fundamental analysis focused on economic and sector trends, tailoring investments across mutual funds, ETFs, equities, fixed income, alternatives, and structured products to client risk tolerances and objectives.

Natalie Miller is the principal advisor at Grit and Lavender Financial Planning in Brighton, MI, with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill Lynch, PNC Investments, and Mass Mutual. Outside of advisory work, Miller provides educational and coaching services through her consulting business and serves as a small business coach and securities licensing instructor. Grit and Lavender Financial Planning serves individual clients with investment management, comprehensive financial planning, and financial coaching. The firm primarily uses a passive investment approach and offers subscription-style services and educational programming to support client implementation and ongoing engagement.

Andrew Killion is a financial advisor at Bankers Investment Counseling with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has previous experience at Bank of America, Merrill, and Anchors Way Advisors, LLC. Outside of his advisory work, he owns and manages a marine surveyor business focusing on vessel regulatory and safety inspections. Bankers Investment Counseling provides continuous investment counseling and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $21.5 million across 50 client accounts, using a combination of fundamental, technical, quantitative, and qualitative analysis to customize investment policies and portfolios aligned with client objectives.

Scott Sutton is a financial advisor with Sutton Financial Group in Birmingham, AL, holding a Series 66 designation and 14 years of industry experience. He has worked at Proequities Inc and has been affiliated with Business Planning Inc since 2010, where he serves as an employee involved in employee benefit consulting and third-party administration. Sutton also maintains a non-practicing CPA license. Sutton Financial Group provides wealth management, financial planning, and investment management services to individuals, high-net-worth clients, and retirement plans. The firm manages approximately $65 million in assets across about 158 client relationships, employing a generally long-term investment approach using low-cost, diversified mutual funds and ETFs, with ongoing portfolio monitoring and formal reviews.

Marc Ortega is a financial advisor at MDO Financial Planning, LLC in Edinburg, TX, holding a Series 65 designation with three years of industry experience. He has worked at MDO Financial Planning since 2022 and has been employed by Edinburg CISD since 2010. Ortega is also a licensed insurance agent. MDO Financial Planning is an independent, single-advisor registered investment adviser serving primarily individual clients with discretionary portfolio management and written financial planning. The firm employs a long-term trading strategy using various analytic methods and requires clients to custody assets with Altruist.

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.