Joseph Alfonso, CFP®, ChFC®, EA, RICP®, TPCP® founded Aegis Financial Advisory and is the principal financial planner for the firm. He received his B.A. in Philosophy from Cornell University. Joe works with pre-retiree couples to help them successfully transition to a life in retirement secure in the knowledge that they will always be able to afford their chosen lifestyle. He achieves this goal by leveraging his expertise in Social Security and retirement income planning. He is also a certified tax professional and performs “tax-aware” planning to save you money at every opportunity. Tax planning is especially important in retirement as a way to minimize the taxation of retirement account distributions and Social Security benefits, thereby maximizing your spendable retirement income. Joe is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, admitted to practice before the IRS to represent taxpayers at all administrative levels for audits, collections, and appeals. He is a member of The National Association of Personal Financial Advisors (NAPFA), the nation’s preeminent organization of fee-only financial planners, and was elected to the Board of Directors for the Western Region. Joe follows a comprehensive approach based on the belief that true planning is an ongoing process requiring continued advisor-client engagement. He is often quoted in the national media and has appeared in publications such as The Wall Street Journal, The Chicago Tribune, Smart Money and US News and World Report. Joe and his approach to investing were featured in The Wall Street Journal Online. Joe is fluent in both Japanese and Spanish. He currently lives in Lake Oswego, Oregon with his wife, two sons and black lab. When not working with clients and spending time with family Joe can be found pursuing his inner athlete at the gym.

Vladimir Belinsky is the sole advisor at Hermitage Advisors, Ltd. in Danville, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Hermitage Advisors since 2003. Hermitage Advisors, Ltd. serves a small, concentrated roster of primarily high-net-worth individual clients, providing individualized portfolio management and ongoing investment advice. The firm employs a primarily non-discretionary approach, selecting and monitoring external investment managers based on a multi-decade network of research, with client decisions made collaboratively.

Robert Gerber is the principal and sole advisor at Gerber Wealth, LLC, an independent firm based in Wolcott, Indiana. He holds Series 63 and Series 65 licenses and has 34 years of industry experience, including prior roles at Next Financial Group Inc and self-employment since 1988. Gerber serves on several local boards, including a public school board and nonprofit education and community development organizations. Gerber Wealth, LLC provides financial planning, retirement plan consulting, and oversight of third-party investment advisers for individuals, high-net-worth clients, and business entities. The firm matches clients with external advisers based on their goals and risk profiles and conducts ongoing monitoring, while outsourcing portfolio management and custody.

Kory Kaunisto is a financial advisor at Kaunisto Capital L.L.C. with one year of industry experience. He previously worked at Gehlen Braeutigam Capital and Citi. Kaunisto holds a Series 65 designation. Kaunisto Capital L.L.C. provides discretionary and non-discretionary portfolio management primarily to high-net-worth individuals, charitable organizations, and corporations. The firm employs fundamental analysis and a combination of long- and short-term strategies, utilizing equities, ETFs, options, and digital assets, and generally operates with discretionary trading authority.

Gregory Toppe is a CFA® charterholder and holds Series 63 and Series 65 licenses, with four years of industry experience. He is the sole advisor at Venado Investment Advisors LLC, where he has worked since 2023. Prior to this, he held roles at Trivant Custom Portfolio Group LLC and has experience in the veterinary sector through positions at Companion Pet Partners and National Veterinary Associates. Venado Investment Advisors LLC offers discretionary asset management and hourly financial planning primarily to high-net-worth individuals, trusts, and estates. The firm employs a tailored investment approach combining cyclical and fundamental analysis with modern portfolio theory and maintains a very small client base with a sole-advisor structure.

Steven Cole is a financial advisor with Salmon Bay Wealth Management, LLC in Coeur D'Alene, ID, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Moss Adams Securities & Insurance LLC and Moss Adams Wealth Advisors LLC since 2008. Salmon Bay Wealth Management is a single-advisor independent firm providing financial planning, consulting, and discretionary asset management for a small number of clients, including emerging high-net-worth individuals, young professionals, business owners, and retirees. The firm employs fundamental and macro analysis to manage diversified portfolios using various instruments and strategies, offering a boutique service model with quarterly account reviews.

Timothy Walker is a financial advisor with Anchor Capital Management LLC in Marysville, WA, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously served in the U.S. Navy for 23 years before transitioning to financial services, including a role at Axa Advisors, LLC. Outside of his advisory work, he is associated with an insurance business through his principal role. Anchor Capital Management serves individuals, trusts, closely held businesses, and pension plans by providing financial planning and facilitating access to pre-screened third-party investment advisers. The firm focuses on diversified manager allocation plans without taking custody or exercising investment discretion, emphasizing retirement feasibility, cash flow analysis, and risk management.

Nicholas Besobrasow is a financial advisor at Alupka Asset Management with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Badger Capital Advisors, LLC since 2011. He is based in Driggs, Idaho. Alupka Asset Management provides discretionary portfolio management primarily to individual investors and related pension plans. The firm employs a multi-strategy investment approach combining fundamental research and technical analysis, focusing on income and growth through publicly traded, fully liquid securities.

Lacy Rogers is a CFP® professional with 11 years of industry experience currently serving as the sole advisor at The Dedicated Dollar in Fort Worth, TX. Her prior roles include positions at Hilltop Securities Inc. and Morgan Stanley. The Dedicated Dollar provides investment management and financial planning services to individual and high-net-worth clients, including business owners. The firm utilizes a Modern Portfolio Theory-based approach with primarily passive portfolios and automated model platforms, offering project-based, hourly, and ongoing comprehensive planning engagements.

Glenn Cunningham is a CFP® with 25 years of industry experience and the sole advisor at GC Asset Management, which he founded in 2011. Prior to this, he founded and serves as president of Airoptions Aviation, LLC, a private air charter business. He also holds a leadership role as an action officer in the U.S. Marine Corps focused on military training support. GC Asset Management provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a proprietary investment strategy that combines fundamental, technical, and market analysis, incorporating options, margin, and concentrated positions as part of active portfolio management and hedging.

Alexander Conaghan is the principal of Conaghan Financial Services in Dublin, CA, holding a Series 65 credential with 12 years of industry experience. His work history includes roles at Strand Boyce O'Shaughnessy CPAs and TruNote Investment Advisors. He also operates a sole-proprietorship tax and accounting service known as Five Star Tax and Accounting. Conaghan Financial Services serves individual investors, small and medium-sized businesses, pensions, trusts, and other entities, providing financial planning, portfolio management, retirement planning, college savings advice, and small-business retirement plan services. The firm integrates tax-related services into its advisory work and employs a proprietary investment process that emphasizes risk mitigation and a combination of quantitative and qualitative analysis.

David Mcinnis is the sole advisor at Madden Creek Advisors, an independent firm based in San Rafael, CA. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Mcinnis has led Madden Creek Advisors since 2015. Madden Creek Advisors provides discretionary investment management and integrated financial planning to high-net-worth individuals, trusts, corporations, charitable institutions, foundations, endowments, and pension or profit-sharing plans. The firm employs a long-term, asset-allocation-centered approach grounded in Modern Portfolio Theory and tailors Investment Policy Statements to clients’ specific risk tolerances, liquidity needs, tax circumstances, and time horizons.

Ronald Rich is the sole advisor at Ronald J. Rich Financial Advising in Lakewood, OH, holding a Series 65 designation with 19 years of industry experience. He has led his independent firm since 2004. Outside of financial advising, he is the managing member of RJR Product Development Ltd., a business focused on developing hardware products. His firm provides investment supervisory services and financial planning for individuals, trusts, and pension plans, managing approximately $8.69 million in discretionary assets. The firm emphasizes fundamental analysis and long-term asset allocation tailored to client risk tolerance, while also offering pension-plan advisory services, which is relatively uncommon among similar-sized advisors.

Kevin Ohara is a CFP® professional with nine years of industry experience. He is the principal and sole advisor at O’H Capital LLC, which he joined in 2023 following a 16-year tenure at Truist Financial and a brief retirement. O’H Capital LLC provides discretionary asset management and investment advisory services to individuals, high net worth clients, trusts, small businesses, and estates. The firm creates personalized investment strategies based on client goals, time horizons, and risk tolerance, utilizing both fundamental and technical analysis.

Ascension Advisors was created to deliver a more personalized level of service and financial planning. I believe an investment strategy should align with one's values, priorities, and purpose. I created a firm where advisors have the flexibility, technology, and autonomy to craft tailored strategies that empower clients to pursue their goals with intention and confidence. Early in my career, I learned to value quality over quantity—sometimes, less is more. Deep, meaningful relationships built on empathy and trust are the foundation of delivering true client value. Managed growth enables me to cultivate these relationships with intention and provide exceptional client experiences, regardless of client net worth. The need for comprehensive, personalized fiduciary financial planning continues to grow—particularly among select client segments. Ascension Advisors was created to meet that demand. While the core principles of building, managing, protecting, and transferring wealth remain constant, the broader economic and capital markets landscape is dynamic and continuously evolving. Clients are well served when partnering with an advisor who genuinely understands and appreciates their journey—and is committed to helping them reach their destination.

John Anderson is a financial advisor at Investments By Design, Inc with 18 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Anderson has led Investments By Design since 2012. Investments By Design provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and some corporate or business entities. The firm employs a blend of fundamental, technical, and cyclical analysis, utilizing various strategies including long- and short-term trading, short sales, margin, and options writing, alongside traditional asset allocations.

Christopher Haysley is a CFP® professional with 31 years of industry experience, serving as the sole advisor at Haysley Financial Services, Inc. since 2007. He is also a licensed insurance agent, dedicating part of his practice to insurance sales. Haysley Financial Services, Inc. provides investment advisory and comprehensive financial planning services primarily to individual clients. The firm offers discretionary portfolio management, portfolio monitoring that can include third-party managers, and uses model portfolios alongside both fundamental and technical analysis in its investment approach.

Jason Blumstein is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He has worked at Julius Wealth Advisors, LLC since 2021, following roles at Satovsky Asset Management and J.P. Morgan Chase & Co. Julius Wealth Advisors, LLC provides financial planning, investment management, behavioral coaching, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a goals-based, tax-aware investment approach emphasizing low costs, long-term holdings, and behavioral coaching to help clients avoid emotional decisions.

"At DESMO, we are passionate about building the foundation of your life pursuits through financial planning and coaching." Massi is a Ph.D. economist and a CFP® professional specializing in financial planning and behavioral economics. Massi has over 18 years of experience in solving complex financial problems for individuals, financial advisors, and endowments and foundations. Before founding DESMO Wealth, Massi held senior investment strategy positions at Dimensional Fund Advisors in Austin and Stone Ridge Asset Management in New York. Prior to moving to the financial services industry, Massi was an assistant professor at Dartmouth College, where he taught finance and macroeconomics. Massi’s accomplishments include the development of award-winning strategies at Dimensional Fund Advisors and, with S&P Dow Jones, the development of the first set of indices that track retirement readiness (the S&P STRIDE indices). Massi has written numerous papers on financial planning, retirement, risk management, and portfolio selection, and has been featured in Barron's, MarketWatch, S&P Dow Jones, USA Today, and many others. Schedule a call here: https://desmowealth.com/contact/

Michael Hood is a financial advisor with Hood Financial, LLC in San Diego, CA, holding the ChFC® designation and a Series 65 license. He has 11 years of industry experience, including roles at ARS Investment Advisors, Inc. and Allegis Investment Advisors, LLC. Hood also spends a significant portion of his time as a licensed insurance agent. Hood Financial serves individual and high-net-worth clients by providing discretionary investment management and comprehensive financial planning through its "Complete Sherpa Experience" platform. The firm employs a primarily passive investment strategy using diversified, asset-class-weighted portfolios with index mutual funds and ETFs, and incorporates portfolio audits, risk scoring, and periodic reviews into its process.