Lisa Marie Drake

Alexander King is a financial advisor at Macedon Financial Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Raymond James Financial Services, Northwestern Mutual Investment Services, and other firms. Macedon Financial Management provides portfolio management and pension consulting services to institutional and individual clients, including retirement plans and high-net-worth individuals. The firm employs a variety of analytic methods and typically offers discretionary management focused on mutual funds, ETFs, fixed income, and select securities.

Jeffery Masters is a financial advisor at Gateway Wealth Partners, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Independent Advisor Alliance, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he is involved with Farmhouse Press, LLC, a land ownership business in Sumterville, Florida. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm provides financial planning, consulting, and wealth management services, typically using diversified mutual funds and ETFs supplemented by individual securities and independent managers, employing both fundamental and technical analysis.

Bennett Berman is a financial advisor at The Pinnacle Financial Group with 53 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including UBS Financial Services and LPL Financial. Berman is also involved with BHB Investment Management, LLC, a non-investment-related business. The Pinnacle Financial Group offers discretionary portfolio management, financial planning, and pension consulting services to a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm employs both fundamental analysis and a mix of long- and short-term trading strategies, generally managing accounts on a discretionary basis with regular portfolio monitoring.

Daniel Antonov is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Gradient Advisors since 2018 and has been an independent insurance agent since 2005. Antonov owns and operates Global Cornerstone, a financial and retirement planning business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 investment advisor representatives and manages nearly $1 billion in assets across approximately 3,220 clients.

Felix Ferrer is a financial advisor with Citigroup Global Markets holding a Series 66 designation and 14 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and is notable for its large institutional scale, in-house research, and specialized market roles.

Berni Stevens is a financial advisor with Independent Advisor Alliance, LLC, holding Series 66 and Series 65 licenses and three years of industry experience. Prior to joining Independent Advisor Alliance in 2025, Stevens worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. Stevens also has involvement with TruNorth Divorce Solutions, LLC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers a range of services such as asset management, financial planning, and retirement consulting, utilizing discretionary and non-discretionary portfolio management along with various analytical techniques and technology platforms.