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Blake Dougherty is a Senior Financial Advisor with Merrill Lynch Wealth Management in Williamsville, New York. Since joining the firm in 2015, he has focused on understanding the priorities of individuals, families, and businesses to provide personalized attention and customized investment management strategies. Blake leverages the investment capabilities of Merrill Lynch Wealth Management alongside the banking resources of Bank of America to support clients in addressing various aspects of their financial lives. Blake works closely with clients to identify key goals such as education funding, tax minimization, retirement planning, and wealth preservation. His expertise encompasses corporate benefits, executive compensation, family wealth management, liquidity management, and retirement income strategies, among other areas. His approach involves crafting disciplined strategies aimed at helping clients build, manage, and preserve wealth for current and future generations. Blake earned a Bachelor of Science degree in Finance from Bentley University in Waltham, Massachusetts, where he also played Division I Ice Hockey for four years. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional life, Blake enjoys football, golfing, ice hockey, watching movies, and practicing yoga.

Walter Wisniewski is a CFP® with 22 years of industry experience, currently serving as an advisor at Arcadia Wealth Management since 2012. He previously worked at Paragon Capital Management Corp from 1993 to 2017. Arcadia Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm emphasizes globally diversified, balanced portfolios grounded in market efficiency and academic research, with a focus on small-company and value exposures using mutual funds and ETFs.

Matthew Newman is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has worked at High Probability Advisors, LLC since 2020 and previously held roles at Cadaret, Grant & Co., Inc. and Western NY Asset Management. High Probability Advisors serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, offering portfolio management and financial planning services. The firm employs quantitative, fundamental, and technical analysis to develop individualized portfolio allocations and manages approximately $1.046 billion in assets across 344 client relationships.

Kurt Fetter is a financial advisor with MHA Financial Corp in Williamsville, NY, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at MHA Financial Corp since 2019 and has prior experience with Bank of America and Merrill Lynch. Fetter is the founder of Zenith Capital, which connects buyers and sellers of businesses, raises capital, and manages client assets. MHA Financial Corp provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and small businesses. The firm uses a strategic asset allocation approach incorporating passive index and ETF core positions with active satellite managers and routinely implements discretionary programs through third-party platforms and sub-advisors.

June Chin is a financial advisor at Southland Equity Partners, LLC with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Osaic Wealth, Inc. and FSC Securities Corporation. Outside of her advisory role, she is involved in mortgage brokerage activities as an assistant manager at Portico Mortgage. Southland Equity Partners, LLC serves individuals, pension and profit-sharing plans, and businesses, providing financial planning, direct asset management, access to unaffiliated portfolio managers, and retirement plan consulting. The firm employs both fundamental and technical analysis to create customized, primarily discretionary portfolios.

Farid Nadjibi is the principal of Farid Consulting and holds Series 63 and Series 65 licenses with two years of industry experience. Prior to his financial advisory career, he has been involved with Burlwood Gallery since 2006, engaging in jewelry, collectibles, decor, and building contracting. Farid Consulting is a sole-proprietorship investment advisory firm that offers discretionary and non-discretionary portfolio management, financial planning, and retirement/employee benefit account services to individuals, high-net-worth clients, and small businesses. The firm employs a tailored, goals-based investment approach across a wide range of asset classes, including equities, fixed income, options, private funds, real estate investments, and digital assets.

Charles Carty is the sole advisor at Carty Financial, Inc., an independent firm based in Thousand Oaks, CA. He holds Series 63 and Series 65 designations and has 27 years of industry experience. He has led Carty Financial since 2007. Carty Financial provides personalized, fee-only investment management and financial planning services to individuals, trusts, estates, small businesses, charitable organizations, and pension and profit-sharing plans. The firm operates primarily on a non-discretionary basis and emphasizes client approval for transactions, using a mix of individual equities, ETFs, mutual funds, bonds, and selective covered-call options.

Michael Anderson is an advisor at The L. Warner Companies, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Four Points Capital Partners LLC and Raymond James Financial Services Advisors, Inc. Outside of his advisory role, Anderson serves on the board of the Exceptional Children's Foundation and is involved with the Small Business Council of America. The L. Warner Companies serves high-net-worth individuals, trusts, estates, and retirement plans, providing financial planning, investment management, and consulting services to corporations, non-profits, and business entities. The firm manages diversified portfolios with a multi-year horizon and utilizes fundamental research, third-party manager programs, and option strategies to address client needs.

Edlyn Ruiz is a financial advisor at L & S Advisors, Inc. in Los Angeles, CA, holding a Series 65 designation with nine years of prior experience at JP Morgan Asset Management. She joined L & S Advisors in 2025. L & S Advisors provides investment management, financial planning, and retirement-plan advisory services to individual clients, trusts, businesses, charitable organizations, and retirement plans. The firm employs a range of tactical and unconstrained strategies based on macroeconomic and monetary-cycle analysis, offering diversified portfolio options including long/cash equity strategies, ETF-based tactical portfolios, and income-focused fixed-income approaches.

Teresa Greenip is a CFP® professional with four years of industry experience, currently advising clients at Aspiriant, LLC in Los Angeles, CA. She has been with Aspiriant since 2019 and previously worked at Mosaic Financial Partners and iStar. Aspiriant serves high-net-worth individuals, families, professional fiduciaries, corporate executives, business owners, foundations, and institutional clients, providing investment management, wealth planning, family office, and specialty services including accounting and banking. The firm combines proprietary Capital Market Expectations with third-party research to guide asset allocation and portfolio management, and operates affiliated mutual funds alongside offering recommended private investments.

Cole Swearingen is a CFP® professional at Brookstone Capital Management LLC with four years of industry experience. He has worked at Franklin Wealth Advisors, RMB Capital, and Prizm Financial Advisors. Outside of finance, he owns and operates a small business raising beef cows, selling meat cuts directly to consumers. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Ian Nichols is a Series 65-licensed financial advisor with Cyr Financial Inc. in Princeton, IL, bringing seven years of industry experience. His background includes roles at Nordstrom Farms and Thacker Farms, as well as a position at Illinois Valley Community College. Nichols serves as a board member trustee for the Starved Rock Flying Club. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans, offering discretionary investment management along with financial and estate planning services. The firm uses proprietary investment models and a variety of securities to build customized portfolios, providing continuous account monitoring and both project-based and ongoing planning engagements.

Abigail Hoon is a financial advisor at Phase III Advisory Services, LTD with one year of industry experience. She holds a Series 66 designation and has worked at Osaic Wealth, Inc. and Phase 3 Advisory Services Ltd., among other roles. Outside of her advisory work, she is licensed as an insurance agent. Phase III Advisory Services, Ltd. provides discretionary and non-discretionary investment management, portfolio monitoring, and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm serves approximately 366 clients with three advisors and manages about $162 million in assets, offering tailored portfolios that combine fundamental and technical analysis and include a range of investment vehicles.

Gregory Herr is a financial advisor at NorthCoast Asset Management LLC with one year of industry experience. He holds the CFA® designation and a Series 63 license. His prior work includes roles at Focus Partners Wealth, Kovitz Investment Group Partners, Phaeacian Partners, and UMB Distribution Services. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering a range of portfolio management strategies including strategic asset allocation, equity, income, and alternatives.

Michael Drozd is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Bank of America, Merrill, Citigroup, JPMorgan Chase Bank, and Calamos Financial Services. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a variety of investment strategies across asset classes using both passive and active approaches, managing a majority of assets on a non-discretionary basis.

Barbi Failor is a CFP®-certified financial advisor with Edward Jones, based in Homer, AK, and has eight years of industry experience. She has been with Edward Jones since 2017 and previously worked for the State of Alaska from 2003 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Michael Morrison is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. Prior to joining Raymond James in 2024, he worked for Bank of America and Merrill for 14 years. Outside of his advisory role, he is a part-time bookkeeper for Accu-Type Depositions. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Catherine Smith is a CFP® professional with 19 years of experience in financial advising and over 35 years as a CPA. She is the principal of Catherine R. Smith, Financial Planner, LLC, and also serves as president and sole shareholder of a CPA firm providing tax and accounting services in Anchorage, Alaska. Her background includes extensive work in income tax planning, preparation, and business advisory services. Her firm offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates, providing both discretionary and non-discretionary portfolio management alongside standalone financial planning. The firm’s approach focuses on client-specific objectives and long-term fundamental strategies, utilizing third-party tools and sub-advisers to access specialized investment options.

Jasmine Gilpin is a CFP®-certified financial advisor with Raymond James Financial Services Advisors, Inc., based in Kodiak, Alaska. She has four years of industry experience and previously worked with APCM Wealth Management for Individuals and the University of Alaska Southeast. Outside of her advisory role, she owns and manages short-term rental properties through an LLC and Airbnb. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers tailored financial planning and non-discretionary investment consulting, emphasizing advisory and implementation-support services across brokerage and advisory accounts.

Christine Eisenhower is a CFP® professional with 10 years of industry experience. She has worked at Blue Anchor Wealth Advisors, LLC since 2020 and previously spent eight years at Otter Creek Partners. She is a Certified Public Accountant though she is not currently practicing as a CPA. Blue Anchor Wealth Advisors is an independent, fee-only firm serving individual households, small businesses, qualified retirement plans, and local municipal governments. The firm offers financial planning, retirement planning, portfolio management, and business advice, applying fundamental analysis to security selection and managing most assets on a non-discretionary basis.