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.

John Nuckel is the sole advisor at John Nuckel LLC in Hermosa Beach, CA, holding Series 63 and Series 65 credentials with 25 years of industry experience. Prior to founding his firm in 2020, he spent nine years at Coastal Investment Advisors and Coastal Equities, Inc. John Nuckel LLC provides discretionary portfolio management primarily to high-net-worth individuals, tailoring portfolios around insurance products, equities, and ETFs. The firm combines modern portfolio theory with charting, fundamental and technical analysis to implement long-term trading and model allocations based on documented risk tolerance.

Stephen Trojan is the founder and president of Flatiron Wealth Advisors, LLC, an independent advisory firm based in Henrico, VA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to founding Flatiron Wealth Advisors in 2021, he worked at H.D. Vest Advisory Services and H.D. Vest Investment Services for over a decade. He also leads Flatiron Advisors Tax & Accounting, a separate tax and accounting practice he founded in 2002. Flatiron Wealth Advisors provides financial planning and discretionary portfolio management primarily to individual clients, as well as corporations and businesses. The firm emphasizes a Modern Portfolio Theory approach using passive index mutual funds and ETFs, and it offers educational seminars for groups.

Craig Mckee is the sole advisor at XLM Capital Management in Dexter, MI, with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with XLM Capital Management since 2003. XLM Capital Management provides discretionary and non-discretionary investment advice to high-net-worth individuals, estates, and businesses, managing approximately $96.5 million in discretionary assets. The firm focuses on individualized portfolios that emphasize direct equity investments and options, using active strategies and avoiding mutual funds, with client reporting provided on request or upon material changes.

John Anderson is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at AFP Group, LLC. He has led Anderson Financial Planning Group, LLC since 2012. In addition to his advisory role, he works as a traditional insurance agent. AFP Group, LLC provides financial planning and portfolio management services to individuals, trusts, estates, foundations, and small businesses, with a specialization in packaged retirement-plan services for employers. The firm employs a long-term, diversified investment approach and offers employer-focused financial education, including no-cost workshops and individual employee counseling.

Thomas Bates is a financial advisor with Oakwater Financial Advisors LLC in Ruston, Louisiana. He holds a Series 65 license and has three years of industry experience. Prior to his current role, he was a CPA and partner at Oakwater Financial Group LLC, a tax and accounting firm he co-owns with his father. He also provides contract CFO and management consulting services through Oakwater Financial LLC. Oakwater Financial Advisors LLC offers investment portfolio management, financial planning, and pension consulting to individuals, pension plans, and business entities. The firm employs a range of strategies including options and short-selling, and advises across various investment vehicles, combining pension consulting with alternative investments and insurance products.

Michael Dinich is the managing member of Your Money Matters Wealth Management, LLC and holds Series 63 and Series 65 licenses. He has 19 years of experience in the financial industry and has been involved with Your Money Matters since 1990. Outside of financial services, he owns Heritage Beef and Cattle Co., a cattle breeding and sales business. Your Money Matters Wealth Management, LLC provides personalized financial planning and discretionary portfolio management primarily for individuals and trusts. The firm maintains a small client base, offering tailored investment strategies and coordinating third-party money manager relationships as appropriate.

Shayan Mozaffar is a financial advisor at 10x10y LLC in Dallas, TX, holding a Series 65 designation with four years of industry experience. He has worked at firms including Parian Global, Woodson Capital, and Solomon Global Management. Mozaffar is also an adjunct professor at Columbia Business School, where he teaches a course on Advanced Investment Research. 10x10y LLC provides discretionary investment management and portfolio oversight for individual and institutional clients across multiple asset classes. The firm employs a blend of fundamental, technical, quantitative, and qualitative analysis to construct concentrated long and short positions, utilizing tools such as ETFs, options, and leverage.

Chad Thompson is a financial advisor at AlgoTech Financial LLC in Dallas, TX, holding a Series 65 designation with two years of industry experience. He previously worked at JP Morgan Chase & Co. for eight years and Verizon for five years. AlgoTech Financial LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis with Modern Portfolio Theory and Monte Carlo techniques to construct portfolios aligned with client goals, and it offers public educational seminars and workshops.

Nancy Siegel is a financial advisor at CitiWest Capital Corporation in Denver, CO, with 39 years of industry experience. She holds a Series 63 designation and has worked at Securities America, Inc. for 32 years before joining Osaic Wealth, Inc. and leading CitiWest Capital Corporation, a firm she has been associated with since 1979. Siegel serves as a volunteer on the Jewish National Fund Mountain States Board, contributing leadership and advisory roles. CitiWest Capital Corporation provides financial planning services focused on estate planning, business transfer and continuity planning, and investment planning for individuals, trusts, estates, and corporate clients. The firm emphasizes consultative relationships with a focus on higher-net-worth clients, delivering personalized advice through periodic reviews rather than discretionary portfolio management.

Archer Gillespie is the sole advisor at Gillespie Wealth Management Inc in Naples, FL, holding a Series 66 designation with 19 years of industry experience. He has led his firm since 2013 and is also a licensed life and health insurance agent. Gillespie Wealth Management provides comprehensive financial planning, individualized portfolio management, and family office services including estate planning, tax coordination, philanthropic planning, and concierge support. The firm emphasizes an investment approach focused on value, safety, quality, and risk control, and is notable for combining traditional advisory services with family office offerings such as aircraft and yacht consulting alongside insurance product recommendations.

Richard Harig is the sole advisor at Legacy Resources NC, LLC, an independent firm based in Lenoir, NC. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His career includes roles at firms such as MacArthur Strategic Capital, Signet Private Wealth, and Great Point Capital. Outside of advisory work, he is involved in philanthropy consulting and serves as Board Chair of a nonprofit organization. Legacy Resources NC, LLC provides comprehensive financial and legacy planning focused on estate design, family governance, philanthropy, and related areas. The firm typically refers clients to unaffiliated portfolio managers rather than directly managing assets, emphasizing planning and coordination with outside investment managers.

Chad Kobes is a financial advisor at BRK Wealth Management LLC in Lexington, KY, with 18 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Wallace Hart Capital Management and TIAA-CREF Individual & Institutional Services. BRK Wealth Management LLC provides investment advisory and financial planning services to individual and high-net-worth clients, using tailored strategies that incorporate asset allocation, technical analysis, and both long- and short-term investment approaches. The firm primarily delivers one-time financial plans and manages accounts on discretionary and non-discretionary bases.

Ziad Wehbe is a financial advisor at Balfour Capital Management with 12 years of industry experience. He holds a Series 66 designation and has worked at Balfour Capital since 2017, with prior experience at Royal Alliance and Principal Life Insurance Company. Balfour Capital Management serves individuals, high-net-worth clients, trusts, estates, corporations, and business owners by providing financial planning and investment management services. The firm focuses on long-term portfolio construction using diversified mutual funds and ETFs, supplemented by REITs, equities, bonds, and options, and offers business consulting services including retirement plan review and succession planning.

Zachary Willie is a financial advisor at Oakridge Financial Planning LLC in San Antonio, TX. He holds a Series 65 designation and has one year of industry experience. Prior to founding Oakridge Financial Planning in 2025, his work history includes roles at Lithia Motors Inc and various other positions outside the financial advisory field. Oakridge Financial Planning LLC provides personalized financial planning and investment advisory services to individuals, families, small businesses, other business entities, and trusts. The firm offers non-discretionary portfolio management tailored to client goals and reviews accounts monthly and financial plans annually.

Johnathan Krueger is a CFA® charterholder and Series 65 licensed advisor at Krueger Asset Management, LLC with one year of industry experience. His prior roles include positions at Jag Capital Management, Cornerstone Business Services, and KPMG, as well as academic appointments at the University of Arkansas. Krueger Asset Management, LLC is a fee-only registered investment adviser providing wealth management services that combine discretionary investment management and financial planning. The firm focuses on a “Select Value” equity strategy complemented by asset allocation and uses both active and passive investment vehicles across equities and fixed income while also offering specialized consulting and educational seminars.

James Byrd is the sole advisor at Midwest Asset Management, Inc. in Middleton, WI, holding a Series 63 designation with 38 years of industry experience. He has worked at Midwest Asset Management since 1987. Outside of his advisory work, he has been employed part-time in the stocking department at a hardware store since 2018. Midwest Asset Management serves institutional clients, high-net-worth individuals, trusts, estates, and other financial institutions as a sub-advisor. The firm uses a quantitative, systematic approach across equity and fixed-income strategies and offers both discretionary portfolio management and project-based consulting services.