Christopher Sherer is a financial advisor with Kovack Advisors, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior roles include positions at Securities America Inc., Gunnallen Financial, Inc., and Raymond James Financial Services, Inc. Sherer is also licensed as an insurance agent, although he rarely writes policies. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, offering discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services.

Sean Quinn is a financial advisor with International Assets Investment Management, LLC, holding a Series 63 designation and 38 years of industry experience. Prior to joining International Assets in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2007 to 2019. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management using various investment vehicles and may implement strategies via third-party money managers, sub-advisers, or wrap programs.

Rafat Jadon is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes prior roles at Woodbury Financial Services, Questar Capital Corporation, Foresters Equity Services, and National Planning Corporation. Outside of advisory work, he is involved in insurance services through his own brokerage and leads an insurance marketing company. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients, managing approximately $2.88 billion across proprietary and third-party strategies. The firm supports a network of advisers by executing trades, rebalancing, and overlay management within selected investment strategies.

Ryan Furtwangler is a CFP® with 23 years of industry experience, currently serving at HBKS Wealth Advisors. He has been associated with Purshe Kaplan Sterling Investments since 2009 and holds roles in several related entities established in 2005. Outside of his advisory work, he serves on the board and committees of Molly's House, a charitable organization, and participates in local philanthropic and healthcare fundraising boards. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, providing personalized investment management, financial planning, and pension consulting. The firm employs a variety of strategies and manages accounts using proprietary models and multiple platform arrangements, while also maintaining a range of affiliated businesses and a distinct service offering for high-net-worth clients.

Stephen Burleson is a financial advisor at HBKS Wealth Advisors with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Janney Montgomery Scott and Bank of America. In addition to his advisory role, Burleson is involved in the sale of fixed/traditional insurance products. HBKS Wealth Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, retirement plans, and institutional clients. The firm provides personalized investment management, financial planning, and pension consulting, utilizing a diverse range of strategies and proprietary model portfolios.

Timothy Ralph is a financial advisor at Merit Financial Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked at Merit since 2021, following roles at Stone Creek Capital Management, Biltmore Capital Advisors, and Citigroup Global Markets. Outside of his advisory work, he is the managing member of Bearcat Aviation, LLC, an aircraft holding company. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, high-net-worth clients, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation approach overseen by an internal investment team and uses a combination of proprietary and third-party managers to implement customized portfolios.

James Bailey is a financial advisor with Wedbush Securities Inc. in Jupiter, FL, holding Series 65 and Series 63 licenses and bringing 34 years of industry experience. He previously worked at Wells Fargo Clearing from 2016 to 2020. Outside of his advisory role, Bailey serves on the Sportsmanship Committee at Loveladies Tennis Club. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of wealth management and capital markets services, including discretionary portfolio management and institutional research.

Codie Allen is a financial advisor at Elevation Point Wealth Partners, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Morgan Stanley, and J.P. Morgan Securities. Outside of his advisory work, Allen serves as Treasurer and a member of the Board of Directors for the Kingdom Training Foundation. Elevation Point Wealth Partners provides investment advisory services to individuals, including high-net-worth clients, retirement plans, trusts, and institutional clients. The firm uses a mix of strategic and tactical asset allocation across various portfolios, including separately managed accounts and model portfolios, and offers alternatives through specialized platforms.

Charles Massie is a CFP® with 22 years of industry experience, currently serving as an investment adviser representative at Blackridge Asset Management, LLC since 2019. He previously worked at Park Avenue Securities and Guardian Life Insurance Company, and he is president of Charles Abels Massie, CPA, PA, an accounting firm specializing in tax preparation. He also leads Massie & Associates Financial Planning Group, focusing on insurance and financial planning. 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 operates through a network of advisers and uses a combination of affiliated platforms and third-party managers to deliver tailored portfolio management and estate-planning referrals.

Aleia Macdonald is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. She is affiliated with CG Advisory Services and has held positions at firms including LPL Financial, GENEOS Wealth Management, and Advanced Wealth Strategies. Outside of financial advising, she is involved in the hospitality industry as a host and carry-out staff at Art and Jakes Sports Bar. CG Advisory Services is an SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management through proprietary and customized models, financial planning, and consulting services, utilizing a combination of fundamental and technical research as well as AI tools to support investment decisions.

Alfred Townsend V is a CFP®-certified financial advisor with 10 years of industry experience, currently with Advisory Services Network since 2021. His prior roles include positions at Regal Investment Advisors and CS Advisors, among others. Outside of advisory work, he is an independent insurance agent focusing on life insurance, annuities, and long-term care insurance. Advisory Services Network is an enterprise firm with over 200 independent advisors serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets through a variety of investment and advisory strategies.

Berton Brown is a Series 66-registered financial advisor with 18 years of industry experience. He is currently with CreativeOne Wealth, LLC and has previously worked at Gladstone Wealth Partners and Primoris Wealth Advisors. Outside of advisory roles, he owns a wellness franchise, OsteoStrong, LLC, and is involved with Health Meets Wealth Insurance, selling insurance-related products and referring business to his advisory firm. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement consulting services to individuals, corporations, and charitable organizations, utilizing a platform that incorporates proprietary ETF-based models, third-party managers, and option strategies.

Vinessa Siano is a financial advisor at Merit Financial Advisors with 10 years of industry experience. She holds Series 66, Series 65, and Series 63 credentials and has previously worked at Ameriprise, Purshe Kaplan Sterling Investments, and other financial firms. Outside of finance, she has experience working with nonprofit organizations including Catholic Charities Diocese of Palm Beach and Our Lady of Florida Spiritual Center. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm’s investment approach centers on long-term, diversified asset allocation using centrally managed sleeves and model portfolios, with customized options and oversight by an internal investment team and committee.

Nathaniel Gornitzky is an advisor with Great Valley Advisor Group, LLC, holding a Series 66 credential and bringing two years of industry experience. His prior work includes roles at LPL Financial and various positions outside the financial sector. He is also involved in dog training through an outside employment activity. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser that serves individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight using a combination of in-house strategies and third-party managers.

Sean Coffey is a financial advisor at Blackridge Asset Management, LLC with six years of industry experience. He holds the Series 65 and Series 63 licenses. Prior to joining Blackridge, he worked at Thurston Springer Financial and has been involved with Peak Brokerage Services, where he also serves as Operations Manager. Blackridge Asset Management provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management through in-house and third-party platforms, utilizing strategies such as asset allocation, rebalancing, and diversification.

Mohaun Kugaraj is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds the Series 66 designation and has previously worked at SS&C Advent and Northwestern Mutual. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Robert Tweeddale is a financial advisor with Truist Advisory Services, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 20 years of industry experience, including ten years at Merrill and Bank of America prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration, to deliver portfolio management and fiduciary support.

Grover Henson is a financial advisor with PlanMember Securities Corporation and holds a Series 66 designation. He has 44 years of industry experience, including tenures at J.W. Cole Advisors and J.W. Cole Financial. He also serves on the board of Goodwill Industries of North Florida, a nonprofit organization. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, focusing on strategic asset allocation and risk-based mutual fund portfolios, along with education and support services for plan sponsors and participants.

Robert Paolini is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at LPL Financial, FSC Securities Corporation, and his own firms, Paolini Advisors, LLC and Paolini & Scout, LLC. He is also involved with PFG Tax Services, focusing on tax preparation and accounting. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs a network model combining independent advisory representatives with access to various portfolio management strategies and technology platforms, with ties to LPL Financial and third-party estate-planning resources.

Matthew Mellusi is a CFP® with three years of experience, currently serving as a financial advisor at Commonwealth Financial Network in Jupiter, Florida. He has previously worked at Cary Stamp & Co and has involvement with Tequesta's First Baptist Church as a Worship Director. Outside of finance, he is also a musician performing under the name Mellusi. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing over $210 billion in client assets. The firm provides a comprehensive adviser-support platform, offering a range of managed-account programs, third-party asset manager access, and custody services.