Dawn Moses is a financial advisor at Sensible Financial Solutions, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Sensible Financial Solutions since 2017. Outside of her advisory work, she has offered private piano instruction since 1999 and serves as chair of the Kalkaska Conservation District Board. Sensible Financial Solutions provides financial planning and portfolio management primarily for individual and high-net-worth clients. The firm emphasizes a passive investment approach using diversified portfolios of index mutual funds and ETFs, typically managing accounts on a non-discretionary basis and coordinating access to third-party model portfolios.

Martin Sickles is a CFP® professional with 28 years of experience in financial planning and investment management. He is the president of Financial Planning Partners, an independent firm he has led since 1997. He also serves as CEO of Exeter Analytics Group, where he provides accounting and tax preparation services as a CPA. Financial Planning Partners primarily serves high-income individuals and business owners, offering tailored financial plans and non-discretionary portfolio management. The firm combines fundamental and technical analysis within a diversified asset allocation framework, often utilizing third-party managers for specialized strategies.

Branch Johnson is a CFP® professional with 19 years of industry experience. He is the owner and president of Vault Financial, LLC, an independent advisory firm he has led since 2008. Vault Financial provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental and technical analysis, including option strategies, to manage portfolios on a discretionary basis in alignment with client goals and risk tolerance.

Anthony Nagle is a financial advisor with Lowercase Capital, LLC, holding a Series 65 credential and seven years of industry experience. He has worked at Lowercase Capital since 2018 and concurrently holds a technical and management role at IBA Proton Therapy, Inc. outside the investment field. Lowercase Capital serves individual, high-net-worth, and business clients in Texas, providing investment advisory services and financial-literacy training. The firm employs a combination of fundamental and technical analysis within a macroeconomic context, offering equity income and equity value strategies benchmarked to public ETFs, with regular performance reporting and client statements.

Adam Laakko is a financial advisor at SkySail Wealth Management LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at MetLife Securities Inc, Massachusetts Mutual Life Insurance Company, and MassMutual MidMichigan. Laakko also maintains a registered representative role to service clients with variable annuities, mutual funds, 529 plans, and brokerage accounts. SkySail Wealth Management provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients, using a variety of analytical methods and implementing both long- and short-term trading strategies. The firm requires clients to custody assets at Schwab Institutional and offers participant account management through a third-party platform.

Adam Barnai is the sole advisor at Barnai Asset Management in Boulder, CO, holding a Series 65 credential with 10 years of industry experience. He has managed Barnai Asset Management since 2014 and concurrently owns and operates a small construction company as a general contractor and builder. Barnai Asset Management provides discretionary portfolio management to individual and high-net-worth clients, focusing on equity and ETF-based strategies. The firm uses a top-down approach grounded in Modern Portfolio Theory with an emphasis on long-term market cycles, employing ETF-centric portfolios that include ESG options and, for suitable clients, tactical use of triple-leveraged ETFs with active monitoring and rebalancing.

Michael Scavullo is a financial advisor at Solebury Asset Management LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Summit Financial Group Inc., and Cetera. His activities include licensed insurance sales alongside his advisory role. Solebury Asset Management provides investment advisory services primarily to high-net-worth individuals and corporate clients, including pension and profit-sharing plans. The firm offers tailored portfolio management using a variety of analytical approaches and a broad range of securities, with additional services such as pension consulting and a wrap-fee program.

Juan Salazar is a financial advisor at Fiducia Wealth Management in Pasadena, CA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC for 10 years. Salazar also owns an insurance agency offering life, health, disability, long-term care, fixed annuities, and property and casualty insurance. Fiducia Wealth Management serves individual investors, high-net-worth clients, small businesses, and retirement plans with discretionary portfolio management and comprehensive financial planning. The firm combines Modern Portfolio Theory and fundamental analysis to build diversified portfolios and employs options strategies in some accounts.

Nauman Rana is a financial advisor at Wealth Forward Advisors with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fidelity Investments, Opal Wealth Advisors, Essex Financial Services, and taken a brief career break before joining his current firm. In addition to his advisory work, he is an independent insurance agent. Wealth Forward Advisors serves individuals and high-net-worth clients, offering portfolio management and financial planning with a fiduciary role on retirement accounts. The firm employs a diverse investment approach, including fundamental and quantitative analysis, and utilizes a broad range of strategies and products such as private equity, hedge funds, and higher-risk trading techniques.

Clair Crossland is the principal and sole advisor of LFS RIA, LLC in Dallas, TX, with 43 years of industry experience. He holds the ChFC® and Series 63 designations and has been with LFS RIA since 2010, as well as with Lifetime Financial Strategies since 1987. His activities include serving as an expert witness in lawsuits related to fixed insurance products and involvement as a passive partner in family farming ventures. LFS RIA, LLC is an independent Registered Investment Adviser providing wealth and income planning, financial planning, and portfolio management to individuals, families, pension and profit-sharing plans, trusts, estates, and small businesses. The firm combines low-risk, moderate-risk, and growth-oriented investments through an asset-allocation approach informed by efficient-frontier principles, integrating commissionable insurance and banking products alongside traditional investment offerings.

Erik Halvorsen is a Series 65-licensed financial advisor with 12 years of industry experience. He has been the CEO of My Advisors, LLC since 2012, where he also provides non-investment-related management and education advising outside of trading hours. My Advisors, LLC is a state-registered investment adviser serving individuals, families, trusts, and institutional clients with non-discretionary investment management. The firm specializes in globally diversified, low-cost index portfolios using a Multi-Factor framework and primarily invests in passively managed mutual funds and ETFs.

Shaun Taylor is the principal of Taylor Williams Private Wealth Management LLC in Tomball, TX, holding Series 63 and Series 66 licenses with 12 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Centric Advisors LLC, and J.P. Morgan Securities. Outside of financial services, he is involved in sports and entertainment activities through Taylor Williams Worldwide, coaching youth in basketball, golf, track & field, and baseball, as well as DJing events. Taylor Williams Private Wealth Management LLC provides discretionary and non-discretionary asset management, ERISA retirement-plan advisory services, and financial planning to retirement plans, charitable organizations, and other institutional clients. The firm integrates security analysis techniques with client-specific objectives and offers pension consulting and plan services, including acting in a limited-scope 3(21) fiduciary capacity.

Kevin Jessurum is the principal of Jessurum Capital, a state-registered investment adviser based in Miami, FL. He holds the CFA® designation and a Series 65 license, with one year of industry experience. Prior to founding Jessurum Capital, he held roles at Visa Business Plans, Red Crane Management, Sierra Capital, Vie Management, and Florida International University. Outside of his advisory work, he is involved with the National Youth Advocate Program, providing foster care case management. Jessurum Capital offers portfolio management and tailored investment advisory services primarily to high-net-worth individuals, families, and trusts. The firm employs a long-term, fundamentals-based investment approach focused on asset allocation, diversification, and risk management across a broad range of investment instruments.

Alex Gardener is a CFP®-certified financial advisor with over five years at Encourage Financial LLC and prior experience at firms including Edelman Financial Engines and Raymond James Financial Services. He is also the founder of Smart Aleck Films LLC, a company he has been involved with since 2009. Based in Atlanta, GA, Gardener holds Series 63 and Series 65 licenses. Encourage Financial LLC is a Georgia-registered investment adviser serving individuals, high-net-worth households, and small businesses. The firm offers wealth management combining financial planning and portfolio management, with a focus on a Core + Satellite investment approach and the use of scenario analysis and stress testing to manage risks. It also provides educational workshops, tax-return assistance, and retirement-plan consulting.

William Ake is a financial advisor at Van Ake Capital LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Van Ake Capital since 2017, following positions at Western International Securities, Inc. and Fort Sheridan Advisors. Van Ake Capital LLC provides fee-based portfolio management services to individuals, high-net-worth clients, trusts, and small business entities. The firm manages approximately $23 million across a limited number of client relationships, offering personalized asset management and employing a combination of fundamental and technical analysis alongside option strategies when appropriate.

Brock Miller is a financial advisor with Building Wealth Financial Advisory LLC, holding a Series 65 designation and entering the industry with no prior advisory experience. His background includes service in the United States Air Force, two years at a regional bank, and over a decade in the Paris School District. He operates "Building Wealth with Brock," a personal finance education and digital media brand that produces online content on budgeting, investing fundamentals, and financial literacy. Building Wealth Financial Advisory LLC provides fee-only fiduciary financial planning and non-discretionary investment advice to individuals, families, high-net-worth clients, and trusts. The firm emphasizes long-term, tax-efficient portfolios using low-cost, diversified passive ETFs and follows a compensation model focused on hourly, fixed-fee, and subscription services without commissions or custody of client assets.

Jimmy Wong is a CFP® with 40 years of industry experience. He is currently affiliated with JSW Global Capital Group and has previously worked at LPL Financial LLC and Crown Capital Securities, LP. Wong also operates Ivory Global Capital Group, an independent investment advisory firm he started in 1990. JSW Global Capital Group is a small independent adviser serving individuals, pension and profit-sharing plans, and businesses. The firm provides financial planning and investment supervisory services primarily on a non-discretionary basis, employing various analytical methods and asset-allocation strategies while allowing clients to set investment restrictions.

Steven Gilbert is a CFP® and holds a Series 66 license with 11 years of industry experience. He is the sole advisor at Gilbert Wealth, an independent firm he has led since 2021. Prior to founding Gilbert Wealth, he worked at CX Institutional, CPM Group, and Ameriprise Financial Services, Inc. Gilbert Wealth offers comprehensive financial planning and investment management primarily for individual and high-net-worth clients. The firm’s investment strategy focuses on passive management using index funds, ETFs, and third-party managers, with options for direct indexing and tax-loss harvesting integrated into ongoing financial planning.

My journey in Financial Services began 27 years ago when I graduated from Baylor University. I studied Economics and Quantitative Business Analysis and knew I wanted to work in Financial Services. That led to my first Financial Advisor role with American Express Financial Advisors (now Ameriprise). Over the years I have held numerous positions at different Investment and Advisory firms. I've had the opportunity to learn from some of the best advisors in the industry. Over that time, I formed my core investment beliefs, and I am now thrilled to incorporate them into SF Planning Group LLC. I believe that everyone should have a personalized and sound financial plan. Your plan should be custom, straightforward and stress free. I aim to provide my clients with a financial and investment plan that enables them to live a stress-free financial life and focus on what matters most to them.

Aaron Farrell is a financial advisor at Quantca Financial with a Series 65 designation and two years of industry experience. He previously worked at Comcast for nine years and has led Sapien LLC as CEO since 2021. Farrell also serves as CFO and volunteer board member for Volunteers for Ukraine Inc, a charity providing humanitarian aid. Quantca Financial offers discretionary portfolio management through an automated, algorithm-driven platform for retail, accredited, and institutional clients. The firm emphasizes quantitative models with market-timing and tactical allocation features, using a web-based interface for client engagement and offering both standard AUM fees and performance-based fee structures.