Matthew Hague is a CFP® and holds a Series 65 license, with nine years of experience in the financial industry. He has been with Guide Wealth Management, LLC since 2015. In addition to his advisory role, he is involved in a tax preparation and representation business that operates seasonally. Guide Wealth Management serves individual and high-net-worth clients, businesses, trusts, and retirement plans by providing wealth management, investment management, and comprehensive financial planning. The firm combines passive portfolio construction with fundamental and cyclical analysis, and integrates tax-managed investing and derivative strategies, supported by an affiliated tax services company.

John Morgan is a financial advisor at Mountain View Strategic Wealth, LLC with 11 years of industry experience. He has held positions at Sowell Management and Marshall & Sterling Wealth Advisors, Inc. before joining his current firm in 2018. Morgan holds a Series 65 designation. Mountain View Strategic Wealth provides wealth management and advisory services to individuals, trusts, estates, pension and profit-sharing plans, and other business entities. The firm uses a range of analysis methods and offers discretionary portfolio management and ongoing financial planning based on clients’ investment objectives, time horizon, and risk tolerance.

Michael Vanikiotis is a CFP® and ChFC® with one year of experience, currently serving as the sole advisor at Vanik Capital LLC. His prior roles include positions at Northwestern Mutual and Wells Fargo Clearing, along with experience in the restaurant ownership and operations sector. Vanik Capital LLC provides investment management, financial planning, and retirement plan consulting to employer plan sponsors, charitable organizations, corporations, and individual clients. The firm employs asset-allocation driven portfolios combining passive and active strategies and offers services including ERISA investment management for employer plans.

Satish Athavale is a financial advisor at Sabina Asset Management LLC with four years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at Millennium Management, Citadel, and Visium Asset Management. Sabina Asset Management LLC serves high-net-worth individuals, families, trusts, estates, charitable organizations, and certain business entities with discretionary portfolio management through customized separately managed accounts. The firm employs an active management approach focused on individual securities and proprietary quantitative tools, avoiding pooled products and wrap programs.

Nathaniel Prentice is a CFA® charterholder with 15 years of industry experience. He is the sole advisor at Prentice Investment Management, LLC, where he has worked since 2018. Prior to founding his firm, he held roles at Purshe Kaplan Sterling Investments and Altium Wealth Management LLC. Prentice Investment Management, LLC provides discretionary portfolio management and periodic reviews for a select client base, including individuals, related accounts, and charitable organizations. The firm employs a long-only investment approach focused on publicly traded securities, combining fundamental, qualitative, and point-and-figure technical analysis while maintaining diversification and managing accounts on a discretionary basis.

Shawn Erickson is a financial advisor at TruNorth Financial LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Northwestern Mutual, Regeneron, and EY. TruNorth Financial LLC provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $38.9 million across about 123 accounts, focusing on ETFs, mutual funds, fixed income, equities, and insurance products, and employs a long-term trading approach supported by fundamental, quantitative, and technical analysis.

James Devico is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Mountain Pass Planning Corporation since 2016 and previously spent five years with Professional Financial Consultants and Cadaret, Grant & Co., Inc. He holds ownership interests in several real estate entities and maintains a life insurance license. Mountain Pass Planning is an independent, single-advisor registered investment adviser serving individuals, families, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning, discretionary portfolio management, and project-based consulting, combining passive and active investment approaches informed by fundamental and cyclical analysis.

Christine Murphy is a financial advisor at Circle N Advisors, LLC with four years of industry experience. She holds Series 63 and Series 65 designations and has worked at Brown Advisory Securities, Llc since 2004. Circle N Advisors provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a Long-Weighted Investment Strategy focused on long-only, concentrated equity portfolios managed on an individualized basis.

Jeffrey Scott is a financial advisor at FSC Wealth Advisors, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FSC Wealth Advisors since 2010, as well as at Geneos Wealth Management Inc and NEXT Financial Group, Inc. He serves as a director of the Aesculapius Club. FSC Wealth Advisors provides investment supervisory, portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, qualified retirement plans, trusts, estates, and charitable organizations. The firm uses broadly diversified, systematic model portfolios and discretionary management with ongoing monitoring, offering solutions such as an Active Management Program with direct-indexing strategies and tax-loss harvesting.

Daniel Murphy is a CFP® professional with 39 years of industry experience. He has been with Murphy Wealth Management Group since 2015 and has worked at LPL Financial, LLC since 1991. Murphy is also a notary public. Murphy Wealth Management Group provides fee-based, discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $252 million in client assets and employs a mix of fundamental and technical analysis alongside Modern Portfolio Theory to tailor and regularly review portfolios.

Mark Lazarczyk is a financial advisor at HV Capital Management with a Series 65 designation and one year of industry experience. He previously worked for Hudson Valley Investment Advisors, Inc. for ten years. HV Capital Management provides discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm’s investment approach combines a proprietary Macroeconomic Signal Matrix with scenario-based frameworks to guide strategic asset allocation and tactical positioning, and it offers a subscription-based research product with market commentary and thematic insights.

Toyken Yee is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Hudson Portfolio Management LLC since 2002. He is also involved with Hudson Financial Group, where he provides financial advisory services including tax preparation. Hudson Portfolio Management LLC is a fee-only registered investment adviser that offers discretionary portfolio management and investment consulting to individuals, families, trusts, small family businesses, and select nonprofit organizations. The firm manages approximately $174 million in assets and emphasizes long-term investing, broad asset allocation, and diversification, using independent research and various portfolio strategies tailored to client needs.

Jerry Schuder is a financial advisor at Sage Investment Advisers LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of his advisory role, he is involved in real estate management and investment through Dollhouse Properties LLC and participates in coin trading via Willow Tree Coin Rarities LLC. Sage Investment Advisers LLC provides discretionary investment management and financial planning services to individuals, families, trusts, and estates. The firm manages approximately $224.7 million across 245 client relationships and focuses on customized, long-term portfolios emphasizing exchange-traded funds and individual bonds.

Elisabeth Neuberg is a financial advisor at Lunin-Pack Planning and Advice, LLC with over a decade of industry experience. She previously worked at Woodbury Financial Services, Inc. for 11 years and had short tenures at Osaic Wealth, Inc. and Lunin-Pack Planning and Advice. Neuberg holds a Series 65 designation. Lunin-Pack Planning and Advice provides financial planning, consulting, investment management, and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm uses a goals-based investment process that incorporates traditional and behavioral finance techniques, implementing portfolios primarily through mutual funds and ETFs accessed via TAMP models and independent managers.

Ronald Mayfield is a CFA® charterholder with six years of industry experience. He is currently an advisor at HV Capital Management, where he has worked since 2025, following an 11-year tenure at Hudson Valley Investment Advisors. HV Capital Management provides discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a proprietary Macroeconomic Signal Matrix to combine macroeconomic and thematic analysis with security-level research, supporting both strategic asset allocation and tactical positioning.

Joseph Barreiro is a financial advisor at Wealth Creation Management Group LLC with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Wealth Creation Management Group since 2019. Prior to that, he was affiliated with United Planners' Financial Services of America and INVEST Financial Corp. Barreiro also operates as an independent insurance agent. Wealth Creation Management Group LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm offers tailored investment programs and conducts free public seminars and workshops, using a range of analytical strategies and a third-party platform to manage retirement plan participant accounts.

James Comblo is a financial advisor with FSC Wealth Advisors, LLC, holding Series 63, 65, and 66 licenses and 12 years of industry experience. His work history includes roles at C2P Capital Advisory Group, Geneos Wealth Management, and Next Financial Group. Outside of advisory services, he owns FSC Tax Advisors and Comblo Funding Corp. FSC Wealth Advisors provides investment supervisory, portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, qualified retirement plans, trusts, estates, and charitable organizations. The firm employs broadly diversified, systematic model portfolios alongside an Active Management Program that includes tax-loss harvesting and direct-indexing strategies.

Thomas Cunningham is a Series 65-licensed advisor at Magnolia Capital Management with no prior industry experience. He has held roles at several companies including Frances Valentine, LLC, Dormify, Inc., and Devlin Hair Productions. Cunningham is the owner and president of Streetwise Brand Development, LLC, a market research firm serving fashion industry clients that is currently dormant. Magnolia Capital Management is a family-controlled, privately owned SEC-registered adviser serving individuals, charitable organizations, and corporate clients, primarily limiting new relationships to families of shareholders or persons personally known to its directors. The firm employs a long-only investment approach focused on fundamental, cyclical, and qualitative analysis, emphasizing asset allocation and diversification without the use of options, derivatives, short sales, or margin.

Kevin Donnelly is a CFP® with 40 years of industry experience, currently serving at Pendragon Capital Management, Inc. since 2022. He previously operated KJ Donnelly Planning LLC for 30 years and has been associated with Brokerageselect since 2002. Donnelly is also a licensed insurance agent. Pendragon Capital Management is a small-team adviser managing approximately $40 million for individuals, families, pension, and corporate clients. The firm employs a value-oriented investment approach with discretionary portfolio management and access to third-party money managers, offering specialized strategies such as a Trading Plus program using leveraged ETFs and a Climate Impact portfolio.

James Daly is a financial advisor at BlueRing Advisors, Inc. with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2011. BlueRing Advisors, Inc. provides fee-only portfolio management to individuals, businesses, trusts, estates, and charitable organizations, primarily serving non–high-net-worth clients. The firm employs a dynamic allocation process combining fundamental, technical, and cyclical analysis, and emphasizes active, technically driven trading with selective use of higher-risk instruments for appropriate clients.