Harold Simansky is the sole advisor at Simansky Investments, LLC, an independent firm based in Brookline, MA. He holds a Series 65 designation and has 23 years of industry experience, including roles in management consulting, a residential energy-efficiency startup, and part-time work as a business-school admissions consultant. He has been involved with Educational Investments, LLC since 2003. Simansky Investments is a fee-only advisory firm serving primarily individuals and families with investment management and financial planning. The firm employs an evidence-based, low-cost passive investment approach using index funds and manages client assets on a non-discretionary basis, emphasizing alignment with client objectives and risk tolerance.

Jean Luc Bourdon is a financial advisor at Lucent Wealth Planning, LLC in Santa Barbara, CA, holding the PFS™ designation and Series 65 license with 19 years of industry experience. He has worked at Lucent Wealth Planning since 2018 and previously operated as a sole proprietor and at BrightPath Wealth Planning. Lucent Wealth Planning provides wealth management, discretionary investment management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, emphasizing asset allocation, diversification, and low-turnover passive funds.

Richard Omobogie is a CFP® professional with 16 years of industry experience. He has been the owner and principal advisor at Zuwa Financial LLC since 2016. In addition to his advisory role, he serves as the owner and CEO of Zuwa Tax Consulting LLC, dedicating half of his time to this concurrent accounting and tax practice. Zuwa Financial LLC provides investment management and financial planning services to individuals, high-net-worth clients, and business clients. The firm uses primarily passive, asset-allocation strategies and integrates its tax consulting expertise to support coordinated tax planning alongside investment management.

Eric Burns is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 18 years of experience in the financial services industry, covering areas such as wealth management, lending, and banking. Eric focuses on offering comprehensive wealth management strategies tailored to individual client goals, including family wealth management, managing new wealth, personal retirement planning, small business strategies, and retirement income. He is a CERTIFIED FINANCIAL PLANNER® and holds the Personal Investment Advisor (PIA) designation. Eric earned a Bachelor's degree from Brigham Young University and an MBA from Arizona State University. He is committed to honesty, simplicity, and transparency in his practice, aiming to help clients make smart financial decisions that positively impact their lives and legacies. Eric works in Scottsdale, Arizona, and lives in Gilbert with his wife and three children. Outside of his professional work, Eric participates in community activities, including volunteering with local organizations such as Gilbert Youth Sports. His personal interests include camping, golfing, ice hockey, and spending time with his family.

Ana Olaya is a financial advisor at Uncaged Impact with Series 65 credentials and experience dating back to 2014. Her prior roles include positions at CK Blueshift LLC and First Affirmative Financial. Uncaged Impact provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes values-driven investing and philanthropic planning, combining passive and active strategies with ESG considerations and offering both ongoing advice and limited-scope consulting engagements.

James Duby is a financial advisor at Purpose Capital LLC in Goochland, VA, holding a Series 65 designation. He has over a decade of industry experience, including thirteen years at Markel Group Inc. and time as an independent advisor before founding Purpose Capital. Purpose Capital LLC offers fee-based fiduciary financial guidance primarily to self-directed investors, including individuals, high-net-worth individuals, couples, and families. The firm focuses on strategic financial planning and education, employing a passive, long-term investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis.

Elizabeth Landau is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds a Series 65 license with three years of industry experience. She has been the sole advisor at Landau Advisory LLC since 2015. Landau Advisory LLC is an independent, fee-only firm that provides hourly and project-based financial planning services to individuals and families without requiring minimums. The firm also offers customizable financial education workshops for employers and other organizations, focusing on long-term, diversified investment strategies using low-cost index funds and ETFs.

Jude Kee is a financial advisor at Kee Huchok Wealth Management LLC with 15 years of industry experience. He holds a Series 65 designation and has been affiliated with Kee Huchok & Co, Inc. since 1989. Kee Huchok Wealth Management serves institutional and private clients through a co-advisory model that integrates financial planning, trust wealth management, and retirement plan consulting. The firm focuses on client coordination and the selection and monitoring of independent managers, working alongside Pinnacle Advisors for portfolio implementation and asset management.

Walter Romatowski is a CFP® certificant with 18 years of industry experience and is the sole advisor at Castellan Financial Advisors in Newcastle, CA. He has worked at Castellan Wealth Management, Inc. since 2007. Castellan Financial Advisors provides fee-only financial planning and investment services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a core-and-satellite investment approach with non-discretionary asset management, using mutual funds and ETFs combined with fundamental and technical analysis.

Hi, I’m Ryan Kelly, founder & CEO of Aries Financial Navigators. I am a fee-only financial planner, investment manager, & tax professional based in Lititz, PA. After earning a Bachelor of Science degree in Economics from the Pennsylvania State University, I went on to become a CERTIFIED FINANCIAL PLANNER™ professional, the received the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning, & the Accredited Investment Fiduciary® mark from the Center for Fiduciary Studies. I began my career in financial services in 2007, becoming a Registered Representative before transitioning to an independent multi-family office RIA in the Philadelphia area, where I focused on portfolio management & comprehensive financial planning for high-net-worth individuals & families. After specializing in planning areas including Social Security, Medicare, & in-depth tax planning & preparation, I moved back to my hometown of Lititz, PA to work with a local fee-only RIA focusing on retirees. In 2019, I started Aries Financial Navigators to bring my vision of the ideal client experience and service model to life. Serving as a consultant to my former colleagues, I am part of a collaborative team with decades of experience while maintaining flexibility & independence. Our mission is to partner with clients & deliver incredible value by providing the highest quality services & meaningful results.

Jyote Patel is a Series 65-licensed financial advisor with nine years of industry experience, currently practicing at Harbor Wealth Management in Fort Lauderdale, FL. Prior to founding Harbor Wealth Management in 2016, Patel has operated Create A Bela Life Coaching since 2013, offering well-being and empowerment life coaching services. Harbor Wealth Management provides investment management services to a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporate entities. The firm employs an asset-class allocation strategy with long-term, low-turnover portfolios, utilizing Buckingham’s Structured Investing Advantage program and Dimensional Fund Advisors sub-advised funds, while managing client assets primarily on a non-discretionary basis.

Gloria Rodriguez is a CFP® with 10 years of industry experience, currently serving as the sole advisor at Golden Wealth Capital, LLC. Her prior roles include positions at CAPTRUST, Fulfilled Finances LLC, and Northwestern Mutual Investment Services. Golden Wealth Capital provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients, offering services such as Investment Policy Statement development, discretionary portfolio management, and retirement-account fiduciary advice. The firm combines fundamental analysis, modern portfolio theory, and technical analysis in its investment process and offers educational seminars to organizations and the public.

Steven Zhang is a CFA® charterholder with three years of industry experience. He is the sole advisor at Youhe Advisors LLC and has been involved with Youhe Invest LLC since 2009. Zhang also holds officer roles in related financial and accounting services businesses. Youhe Advisors LLC provides investment management and comprehensive financial planning to individuals, pension plans, trusts, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation and diversified holdings, using research-driven portfolio construction tailored to each client’s risk objectives.

Richard Fucillo is a financial advisor at Commenda Capital Advisors in Cambridge, MA, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Commenda Capital Advisors since 2020. Outside of his advisory role, he is a voting board member of a hockey equipment manufacturing company. Commenda Capital Advisors provides investment advisory services primarily by selecting and overseeing unaffiliated money managers for individuals, trusts, estates, and charitable organizations, tailoring recommendations to client needs without directly managing portfolios.

Robert Davis is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Financial Compass Corporation since 2005. He has also maintained a role as an insurance agent with various carriers since 1998. Financial Compass Corporation provides investment management, financial planning, and consulting primarily to individual clients, focusing on households below the high-net-worth level. The firm employs a long-term, suitability-driven approach that includes portfolio construction with mutual funds and ETFs, discretionary trading authority, and regular review of third-party managed accounts.

Jack Fawcett is the principal of Visionary Wealth Planners LLC in Bakersfield, CA, with nine years of experience in the financial advisory industry. He holds Series 63 and Series 65 licenses and has operated Fawcett Financial and Insurance Services Inc. since 1988, where he serves as president and insurance agent. Visionary Wealth Planners LLC serves individual clients, including high-net-worth households, as well as employer-sponsored retirement plans. The firm offers discretionary portfolio management and specialized ERISA 3(21) plan advisory services, using a combination of fundamental, technical, and cyclical analysis, and frequently works with third-party sub-advisors while maintaining client relationships.

David Van Roijen is a CFA® charterholder with 13 years of industry experience. He is the sole advisor at Split Creek LLC, doing business as Split Creek Capital LLC, where he has worked since 2022. Prior to founding Split Creek, he spent ten years at Goldman Sachs. Split Creek Capital provides portfolio management and financial planning primarily to individual and high-net-worth clients, managing approximately $108.7 million. The firm emphasizes tailored portfolios based on client objectives and risk tolerance, employing a combination of modern portfolio theory, fundamental and quantitative analysis, and a range of investment strategies including options and private placements.

William Chisholm Jr. is the sole advisor at Tidewater Wealth Advisors in Savannah, GA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has led Tidewater Wealth Advisors since 2010 and has been associated with Tidewater Investors LLC since 2009. Tidewater Wealth Advisors is an independent investment adviser serving a select group of individual, trust, estate, and small-business clients with discretionary portfolio management. The firm employs a strategic asset allocation approach that combines fundamental and technical analysis and offers access to third-party model portfolios incorporating institutional funds and alternative holdings. Tidewater integrates traditional and complex investment strategies while maintaining a boutique, streamlined operational model and limited custody.

Cole Stevens is a financial advisor at Burkart & Stevens Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has worked at Burkart & Stevens Wealth Management since 2016, with prior experience at H.D. Vest Advisory Services and Burkart & Associate. In addition to his advisory role, Stevens serves as president of an affiliated accountancy corporation that provides accounting, tax preparation, and payroll services. Burkart & Stevens Wealth Management offers financial planning and portfolio management primarily on a non-discretionary basis to individual clients, including high-net-worth households. The firm integrates comprehensive financial planning with accounting and tax services through its affiliated accountancy corporation, and it collaborates with third-party managers to provide tailored investment solutions.

Bruno Calisto Miranda is the sole advisor at BMCM Finance, an independent firm based in Glendale, CA. He holds a Series 65 designation and has five years of industry experience, including over a decade at First Quadrant LP. In addition to investment management, he provides tax advice and preparation services as an enrolled agent. BMCM Finance offers discretionary investment management to individuals, trusts, institutions, and pension plans, with an investment approach that includes broad asset class exposures and the use of derivatives for volatility pricing and capital efficiency. The firm also provides tax advice and commodity trading services.