Melissa Montalvo is a CFP® and ChFC® credentialed advisor at Atticus Wealth Management with 15 years of industry experience. She previously worked at Lipari and Associates Investment Management, Helius Wealth Management, Raymond James Financial Services, Burke Financial Strategies, and Fidelity Investments. Montalvo is also president of Abundancia Wealth Corporation, a holding company for shares of Atticus Wealth Management. Atticus Wealth Management is a team-based registered investment advisor serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management, pension consulting, and comprehensive financial planning, employing a range of investment strategies from long-term allocations to short-term trading.

Micah Droescher is a Series 65-licensed advisor with Atticus Wealth Management in Palm Beach Gardens, FL. He has been with Atticus Wealth Management since 2025 and has prior experience with The Jonus Group, Harvest Insurance, and other firms. Outside of his advisory role, he is a part owner of Droescher Therapy LLC, where he assists with accounting and business coaching. Atticus Wealth Management is a team-based registered investment advisor serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management, pension consulting, and comprehensive financial planning, employing a range of investment strategies from long-term allocations to short-term trading.

Joshua Rudolph is a CFP® professional with 19 years of industry experience. He currently works at SlateStone Wealth LLC and has held roles at Emerald Benefits, Inc. and Emerald Planning Group LLC, where he serves as president and insurance agent. Outside of advisory work, he is involved in employee benefits and insurance activities through businesses he operates. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, and business entities. The firm employs a multi-asset wealth management approach incorporating fundamental, quantitative, technical, and cyclical analysis, supported by an Investment Policy Committee and a range of internally developed and third-party strategies.

Hayley Snell is a financial advisor at LRI Investments with eight years of industry experience. She holds the Series 66 designation and has worked with Lindberg & Ripple and M Holdings Securities since 2016. LRI Investments provides financial planning and fee-based investment advisory services primarily to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and state and municipal government entities. The firm constructs tailored portfolios using mutual funds, ETFs, and individual securities, with ongoing supervision and periodic rebalancing aligned to client objectives.

Jason Cain is a financial advisor at Cynosure Portfolio Advisors LLC with a Series 65 credential and three years of industry experience. His prior roles include positions at SVB Wealth LLC, The Cynosure Group, and BDO USA, LLP. Outside of his advisory work, he serves as a lecturer at Columbia University School of Professional Studies. Cynosure Portfolio Advisors LLC provides portfolio advisory, financial planning, consolidated reporting, and investment consulting services primarily to individual clients connected to its affiliate, The Cynosure Group, LLC. The firm focuses on retail, non-high-net-worth individuals and builds customized portfolios using mutual funds, ETFs, separately managed accounts, and pooled vehicles.

Mark Rupolo is a financial advisor at Blackridge Asset Management, LLC with 22 years of industry experience. He holds the PFS™ and Series 66 designations. Rupolo has worked at several firms, including Peak Brokerage Services, Lurie LLP, and 1st Global Insurance Services. He is also the owner and president of a CPA firm and serves as president of two condominium association boards in Fort Myers, Florida. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a model-based portfolio management approach through a turnkey asset management platform and offers a range of wrap-fee programs with discretionary and non-discretionary management.

Antonio Taddeo is a CFP®-certified financial advisor with 13 years of industry experience, currently with Gladstone Wealth Partners since 2025. He previously worked for Financial Planning Associates, LLC from 2012 to 2025. Outside of his advisory role, Taddeo is involved in insurance sales and has managed property-related administrative duties as a partner in a rental property business. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm offers discretionary portfolio management and financial planning with investment approaches including individual equities, mutual funds, alternative investments, and tax-managed strategies, supported by platform-level due diligence and integrated retirement-plan services.

David Papilsky is a financial advisor with Capitol Securities Management, Inc. in Palm Beach Gardens, FL. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has been with Capitol Securities Management since 1992. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs including separately managed accounts, wrap fee programs, third-party money managers, and model portfolios.

Justin Kiehne is a financial advisor at Concorde Asset Management, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at Agilis Engineering, Inc. Outside of his advisory role, he is also involved in real estate sales and leasing through eXp Commercial Real Estate. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers and wrap fee programs. The firm builds individualized portfolios using model-based strategies across proprietary and third-party platforms and offers ERISA retirement-plan advisory services.

Erica Smith is a CFP®-certified financial advisor with 10 years of industry experience, currently with Ausdal Financial Partners, Inc. in North Palm Beach, FL. Her prior experience includes nearly a decade at American Portfolios Financial Services, Inc. She is also a co-owner of an independent insurance agency, Financial Insurance Group of the Palm Beaches, where she primarily refers clients to other agents. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base, including individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial platforms.

Ryan Lachmansingh is a financial advisor at Northern Trust Securities, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Northern Trust Securities since 2015. Northern Trust Securities, Inc. is a wholly owned subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with model-driven portfolios that include proprietary and third-party investment products.

Andrew Rodriguez is a financial advisor with Mutual Of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has worked with Mutual of Omaha and its affiliated firms since 1981. Outside of advisory services, he is also an insurance agent specializing in life, health, and annuities and operates a registered DBA, Sippican Wealth Strategies LLC. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, account management programs, and retirement plan consulting. The firm delivers managed solutions through platforms like Envestnet and works alongside broker-dealer and insurance operations within the Mutual of Omaha group.

Matthew Spilfogel is a financial advisor with Novem Group in Jupiter, FL, holding a Series 65 designation and two years of industry experience. Prior to joining Novem Group, he worked at Antimicrobial Solutions, LLC, Temple Torat Emet, and G-Star School of the Arts. Novem Group provides ongoing portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis and offers a range of investment strategies across multiple asset classes.

Bernard Kent is a financial advisor at Arax Advisory Partners with 16 years of industry experience. He holds the PFS™ designation and securities licenses Series 65 and Series 66. Prior to joining Arax Advisory Partners in 2025, he spent over a decade at Schechter Investment Advisors, LLC. He serves as a trustee and chairs the investment committee of the Detroit Historical Society and is involved with the investment committees of several nonprofit organizations, including the Zekelman Holocaust Center and the Detroit Symphony Orchestra. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, with a distinctive use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

James Scott is a CFP® professional with 18 years of industry experience, currently serving at Simplicity Wealth since 2024. His prior roles include positions at Concierge Financial, Inc. and Regal Investment Advisors LLC. In addition to his advisory work, he is an independent insurance agent specializing in fixed annuity, life, health, dental, and Medicare insurance sales. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, alongside third-party managers and customized overlays, while providing integrated advisory services and technology solutions for other advisers.

Manuel Cukaj is a financial advisor at Certuity, LLC with two years of industry experience. He holds a Series 65 credential and has worked at Certuity since 2023. His prior roles include positions at Nova Southeastern University, Rialto Markets, Marquette University, and Engelhorn. Certuity manages approximately $3.30 billion and provides investment advisory, financial planning, family office, and investment consulting services to high- and ultra-high-net-worth clients, private foundations, endowments, family offices, and pooled investment vehicles. The firm combines fundamental and quantitative analysis with a long-term, buy-and-hold investment approach, and offers distinct structures including fund-of-funds and private market investments.

Vincent Cuomo is a financial advisor with Cary Street Partners, holding Series 65 and Series 63 licenses and totaling 12 years of industry experience. His work history includes roles at Pursuit Wealth Management, City National Bank, and Esquire Bank. He serves as chairman of the Florida Bar Foundation Investment Committee and is a board member of the Florida Bar Advertising Committee, with additional involvement in the Florida Bar Unlicensed Practice of Law Committee. Cary Street Partners serves a diverse client base that includes individuals, corporations, trusts, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to proprietary strategies and third-party managers, using a client profile-driven approach supported by AI tools and human oversight.

Christopher Reagan is a financial advisor at Meridian Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at PRUCO Securities, The Prudential Insurance Company of America, Mass Mutual Investors Services, and Metropolitan Life Insurance Company. Reagan is also involved with Meridian Insurance LLC, where he sells life insurance and fixed annuities. Meridian Wealth Management, LLC serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, employing a tailored investment approach that includes equities, ETFs, mutual funds, fixed income, and occasional alternative investments.

Christian Searcy Jr. is a CFP® professional with 23 years of experience in the financial industry, currently serving at Cary Street Partners since 2026. His prior experience includes roles at Pursuit Wealth Management LLC, Kovack Advisors, Inc., and UBS Financial Services Inc. He serves as a board member for the UVA Club of the Palm Beaches, organizing events and acting as a liaison for the University of Virginia. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, and institutional clients, offering services such as portfolio management, financial planning, and retirement plan fiduciary services. The firm utilizes a client-profile-driven investment approach, proprietary strategies, sub-advisers, third-party managers, and AI tools to support portfolio management and decision-making.

Alexander Pasquale is a financial advisor at Summit Financial, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has prior experience as an independent insurance agent and with Everest Consultants, LLC. Pasquale also provides consultation related to Bitcoin holdings for a small number of clients. Summit Financial, LLC is an SEC-registered, multi-team advisory firm serving approximately 17,800 clients with about $26.35 billion in assets under management. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, using a combination of discretionary and consultative approaches.