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.

Amirthraj Ramakrishnan is the sole advisor at Valuetree Financial LLC in Austin, TX, holding a Series 65 designation with seven years of industry experience. Before founding Valuetree Financial in 2019, he worked at Dell from 2012 to 2019. Valuetree Financial LLC offers investment management and comprehensive financial planning primarily to individual and high-net-worth clients. The firm employs a passive, index-based investment approach with the flexibility to incorporate small-cap, value exposures, select individual securities, and alternative assets, while also utilizing unaffiliated subadvisers for tax-advantaged strategies under its fiduciary oversight.

Alberto Valtierra Jr. is a financial advisor with Vector Dynamics Wealth Management P.L.L.C. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work history includes roles at J.P. Morgan Securities and Morgan Stanley. Outside of his advisory activities, he is involved in commission-based aviation parts brokerage and real-estate wholesaling. Vector Dynamics Wealth Management serves entrepreneurs, business owners, first-generation high-net-worth individuals, self-employed professionals, US-based clients with cross-border ties, families, and beginning investors. The firm offers comprehensive advisory services with an investment approach emphasizing tactical asset allocation driven by macroeconomic and geopolitical analysis, technical and fundamental research, and options strategies for income and risk management.

Chad Kunc is a financial advisor with CPK Wealth Management LLC in Fort Myers, FL, holding a Series 66 designation and 21 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC before founding his current firm in 2018. Kunc is also a licensed insurance professional and dedicates a small portion of his time to this activity. CPK Wealth Management provides discretionary investment management, comprehensive wealth management, financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, estates, and plan sponsors. The firm employs a relative-strength process combined with fundamental and technical analysis to construct portfolios with a generally long-term orientation, and it offers specialized retirement-plan and pension consulting services including ERISA fiduciary support.

Scott Donnelly is a financial advisor at Darby Creek Financial Advisors LLC with a Series 65 license and one year of industry experience. Prior to his current role, he worked at Cardinal Health from 2016 to 2025 and spent a year at Michigan State University. Darby Creek Financial Advisors LLC provides financial planning, consulting, discretionary portfolio management, and donor-advised fund investment services to individuals, high-net-worth clients, and business entities. The firm’s investment approach is based on risk tolerance and time horizon, primarily using ETFs and mutual funds, with services delivered through the Charles Schwab Advisor Services platform.

Anne McFarland is a CFP® and Series 65-licensed advisor with 10 years of industry experience. She is the principal of Integrated Financial Coaching and Planning and previously worked at Davis Financial Planning. In addition to her advisory role, she provides business and life coaching through a separate entity, Anne L McFarland Coaching. Integrated Financial Coaching and Planning serves individuals, families, high-net-worth clients, and small businesses, offering financial planning, investment management, and focused Financial Fitness Review engagements. The firm employs a strategic asset allocation approach using diversified mutual funds and ETFs, with an emphasis on periodic rebalancing and factor tilts, operating under a fee-only, fixed annual fee structure.

Jeremy Ouchley is the principal of JCO Advisors LLC in Boise, Idaho, holding a Series 65 designation with two years of industry experience. Prior to founding JCO Advisors, he worked at AmerisourceBergen Corp. for seven years and currently owns and operates Ouchley Law PLLC, a law firm providing legal services primarily to business clients. JCO Advisors LLC offers holistic financial planning, discretionary investment management, retirement plan consulting, and business consulting to a diverse client base including individuals, families, trusts, charitable organizations, and corporations. The firm employs a disciplined, long-term asset allocation strategy focused on no-load mutual funds and ETFs, integrating planning with investment oversight and offering both ongoing and project-based services.

Jason Williams is a CFA® charterholder and financial advisor with six years of industry experience. He has been with LongView Investment Management LLC since 2019 and previously worked at Wells Fargo Bank from 2015 to 2019. LongView Investment Management LLC is an independent advisory firm serving approximately 33 clients with $7.5 million in discretionary assets. The firm provides discretionary portfolio management and comprehensive financial planning to individuals, charitable organizations, and corporations, using a primarily passive investment approach based on Modern Portfolio Theory.

Stephen Coulter Jr. is a CFP® with 19 years of industry experience and is the sole advisor at Resilient Wealth. He has worked at Titleist Asset Management, Hamilton Investment Counsel, and founded Pinger Systems, a company that builds custom contact management and social media automation systems for executives and sales professionals. He also serves as president of Resilient Advisor Coaching and Consulting Company, a non-investment-related business. Resilient Wealth provides investment management services primarily to pooled vehicles and institutional clients, as well as financial planning and consulting support to other financial advisors, trusts, estates, and businesses. Its investment approach combines fundamental and technical analysis to build diversified portfolios emphasizing low-cost mutual funds and ETFs, with regular monitoring and portfolio adjustments to meet client objectives.

Mark McDonell is a financial advisor based in Santa Rosa, CA, with two years of industry experience. He is a CPA and Personal Financial Specialist with over 37 years of accounting experience through his role at Mark R McDonell, CPA. His firm, McDonell, Mark Robert, combines accounting and advisory services with personal financial planning, offering fee-only compiled financial statements, auditing, tax preparation, and planning. The firm focuses on audit-ready financial reporting and integrates tax considerations into financial plans, serving clients requiring GAAP-based compilations and audit-capable services.

Michael Kwiatkowski is a CFA charterholder and financial advisor with two years of industry experience. He is the principal of WHTG Wealth Management, LLC, an independent firm he founded in 2025. Prior to establishing WHTG, he worked for eight years at The Board of Pensions - PC USA. In addition to his advisory role, he is a licensed insurance professional who dedicates a portion of his time to insurance sales. WHTG Wealth Management provides discretionary investment management and comprehensive financial planning to individuals and high-net-worth clients. The firm employs a long-term investment approach that includes fundamental and cyclical analysis to build diversified portfolios of low-cost mutual funds, ETFs, individual bonds, and occasionally closed-end funds and cryptocurrency ETFs.