Melissa Gannon is a CFP® and Series 65 licensed advisor with 11 years of industry experience. She has been with Castle Wealth Management for 10 years. Castle Wealth Management provides customized wealth management and financial planning to high-net-worth families, individuals, businesses, trusts, and charitable entities. The firm serves both high-net-worth and non-high-net-worth clients, using a fee-based, assets-under-management model and offers a range of services including investment supervisory services, comprehensive financial planning, and tax-aware portfolio management.

Philip Rongo Jr. is a ChFC® credentialed financial advisor with 34 years of industry experience. He has worked at IBEX Wealth Advisors, LLC since 2014 and has been affiliated with LPL Financial since 1997. In addition to his advisory role, he co-owns a captive insurance company with his spouse. IBEX Wealth Advisors, LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, including options and derivatives, and manages client portfolios on a discretionary basis.

Benjamin Stille is a financial advisor at Fiscal Wisdom Wealth Management LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Portsmouth-SmartLife Financial Group, McCloskey and Associates PA, and CJS Financial Advisers. Outside of his advisory role, he is an independent insurance agent with BGS Financial Services, LLC. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using a range of investment strategies and conducts regular account reviews, while also facilitating referrals to third-party money managers and offering comprehensive financial planning services.

Denise Negron is a financial advisor with Amerant Investments, Inc., holding the CFP® designation along with Series 63, 65, and 66 licenses. She has 15 years of industry experience, including positions at Amerant Bank, First Horizon Bank, and City National Bank of Florida. Amerant Investments primarily serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts, managing approximately $782 million in client assets. The firm uses investor profiling and model portfolios, along with both discretionary and non-discretionary advisory arrangements, to provide portfolio management and access to alternative investments.

Joshua Fleming is a financial advisor at Advisory Services Network with six years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at U.S. Bank NA from 2014 to 2020. Fleming is based in Palm Beach, Florida. Advisory Services Network serves individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing a flexible approach tailored to clients' objectives and risk tolerances.

William Callahan is a financial advisor with Pinnacle Investments, LLC, holding a Series 63 designation and 33 years of industry experience. He previously worked for Ameriprise Financial Services, Inc. for 10 years before joining Pinnacle Investments in 2021. Outside of his advisory role, he serves as a foster child mentor with Place of Hope Ministry and is the author of a memoir and a book on Christian faith. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management and around 50 advisors. The firm serves individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and institutional clients, offering financial planning and portfolio management through its AdvisorPro program and third-party managers.

Philip Martini is a financial advisor at Arete Wealth Advisors, LLC with 29 years of industry experience. He holds Series 66 and Series 63 registrations. His prior experience includes roles at Canaccord Genuity Inc, Parsonex Securities, Inc., and EVA Dimensions. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and also employs third-party sub-advisers and a due-diligence process for recommended managers.

Diane McClung is a financial advisor at New Edge Wealth with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. for 13 years. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and institutional clients. The firm offers wealth strategy, financial planning, portfolio management, and institutional consulting, emphasizing asset allocation and investor behavior while incorporating AI-assisted analytics alongside adviser judgment.

Ariel Moyano is a CFP® and Series 65 designated advisor with five years of industry experience. He is currently with Legacy Wealth Management, LLC and has previously worked at Singer Wealth Advisors LLC, Castle Wealth Management, and Mass Mutual among other roles. In addition to his advisory work, Moyano is involved with Legacy Peak Insurance Solutions, LLC, where he sells life and disability insurance products as part of financial planning services. Legacy Wealth Management serves individual clients across wealth levels, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs model portfolios and customized strategies incorporating a broad range of investments, including alternatives and illiquid direct participation programs, and offers related services through affiliated partners.

Robert Miller is a CFP® professional with 34 years of industry experience, currently serving at ValMark Advisers, Inc. since 2003. He also has a long tenure with ValMark Securities, Inc. beginning in 2002. Outside of his advisory role, he is involved in sales of non-securities related products through New England Securities and other insurance companies. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, plan sponsors, and institutional users through a network of approximately 280 investment advisory representatives. The firm employs diversified, goal-based model portfolios and emphasizes multi-asset allocation using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and extensive due diligence processes.

Donald Antonacio is a financial advisor at BCG Securities, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at PricewaterhouseCoopers LLP and Verittas Risk Advisors Inc. earlier in his career. BCG Securities serves institutional retirement plans and individual clients with accounts typically above $25,000, offering portfolio management, financial planning, pension consulting, and related advisory services. The firm focuses on developing written investment policy statements and tailoring recommendations to client goals, often implementing advice on a non-discretionary basis while utilizing independent third-party managers.

Barton Francis is a CFP® and Series 66-registered financial advisor with 21 years of industry experience. He currently works at Oxford Financial Group, Ltd., where he has been since 2023. Prior to that, he spent 13 years at Bessemer Investor Services, Inc. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals and families, as well as institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach across public and alternative asset classes.

Kirsten Tuzzo is a financial advisor with New Edge Wealth, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior experience includes eight years with Bank of America and Merrill. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary investment solutions, supplemented by AI-assisted analytics with human oversight.

Barry Yankelevitz is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at American Portfolios Financial Services, Inc. for 14 years and operates a tax preparation business as a CPA. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations through a range of advisory programs, retirement plan services, and financial planning, offering both discretionary and non-discretionary investment strategies across multiple asset classes.

Richard Robinson is a financial advisor at KCD Financial, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining KCD Financial, he worked at Guided Financial Advisors and has a varied background including work at Florida Atlantic University and in the service industry. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm provides asset management, financial planning, and portfolio appraisal services to individuals, corporate plans, and charitable organizations, offering a range of investment strategies and access to third-party management programs.

Daniel Pecoraro is a financial advisor at Compass Financial Management LLC with 27 years of industry experience. He holds Series 63 and Series 66 designations. Pecoraro has worked at multiple firms including Prudential Insurance Company of America and MML Investors Services, LLC. He is co-owner of Pecoraro Fisher and Partners Wealth Group Insurance Agency, which provides holistic insurance solutions. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education through a multi-advisor team managing approximately $894 million in assets. The firm employs a variety of investment strategies including equities, fixed income, mutual funds, ETFs, and uses both internal and third-party portfolio management.

Allison Miller is a CFP® professional with five years of industry experience, currently serving as a financial advisor at ValMark Advisers, Inc. She previously worked at Global Retirement Partners and LPL Financial, LLC. Outside of her financial advisory role, she is involved in dog walking and pet sitting through the Rover app. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

Jose Lopez is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2008 and has maintained a self-employed status since 2004. Outside of his advisory work, Lopez owns and supervises an online retail store and serves as an insurance agent specializing in fixed and fixed index annuities and life insurance products. Capital Analysts serves a diverse clientele including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm employs a team-driven investment approach with discretionary and non-discretionary portfolio management options, leveraging proprietary research and model portfolios alongside access to third-party managers.

Elizabeth Rockwell is a CFP® with 20 years of industry experience currently serving at Summit Financial, LLC. She previously worked at UBS Financial Services Inc. and Fieldpoint Private Securities LLC. Rockwell serves as a Trustee for the Greenwich Historical Society, which focuses on preserving local history and educational programs in Greenwich, Connecticut. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, blending discretionary and consultative approaches to meet client needs.

Richard Gluck is a financial advisor at OneSeven with nine years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Nardis Advisors, LLC. In addition to his advisory role, Gluck contributes written commentaries for Concise Capital Management, LP, a hedge fund. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a primarily long-term investment approach with diversified portfolios, including access to alternative investments and private placements.