Christopher Davis is a financial advisor with Hudson Value Partners, LLC in Palm Beach, FL, holding a Series 66 designation and 10 years of industry experience. He has worked at Hudson Value Partners since 2019 and previously at Private Client Services and Oppenheimer. Davis serves as an advisory board member for Whiterock AI, a startup focused on using artificial intelligence and machine learning to improve bad debt recovery rates. Hudson Value Partners provides investment advisory services to individuals, trusts, estates, businesses, and retirement plan sponsors, with offerings that include discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach involves primarily individual equities, fixed income, mutual funds, and ETFs, and it also advises an affiliated private fund while incorporating AI tools under human oversight.

Eric Stauffer is a financial advisor at 401k Generation with nine years of industry experience. He holds a Series 65 license and previously worked at Edward Jones for one year before joining 401k Generation in 2017. 401k Generation provides retirement plan consulting to plan sponsors and fiduciaries, as well as individual investment advisory and managed account services. The firm serves individuals, trusts, and business-sponsored retirement plans, using an internal Investment Policy Committee and quantitative grading to select mutual funds and ETFs.

Richard Ervolino is a financial advisor at Capital Management Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Liberty Partners Capital Management, LLC and Liberty Partners Financial Services, LLC. Outside of his advisory role, he owns USA Tax Plan, Inc., which sells insurance and annuities, and serves as an independent contractor consultant for a financial education firm focused on tax, insurance, retirement, and estate planning. Capital Management Services, Inc. provides portfolio management and advisory services to individuals, trusts, businesses, and employee benefit plans. The firm employs a tactical asset allocation strategy primarily using mutual funds and ETFs and manages accounts for both retail clients and other investment advisers.

Robert Schaffer is a financial advisor at Andrew Garrett Inc. with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Andrew Garrett Inc. since 2007, with a four-year tenure at Ladenburg Thalmann & Co. Inc. prior to his current role. Andrew Garrett Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover advice. The firm employs a multi-platform investment model and serves a broad client base through various advisory programs and fee arrangements.

Debbie Lux is an advisor at 57 West Capital Advisors, Inc. with a Series 65 designation and no prior industry experience. Before joining 57 West Capital Advisors in 2025, she was co-owner of Floor City, LLC, a flooring installation and remodeling business. 57 West Capital Advisors provides discretionary portfolio management focused on equity portfolios for individual investors and investment companies, employing a long-term, buy-and-hold equity strategy with diversified positions and selective use of options and margin. The firm serves both U.S. and non-U.S. clients through an offshore affiliate and offers detailed performance reporting uncommon among its peers.

Patrick Jordan is a financial advisor at FMSA with 15 years of industry experience. He holds a Series 65 designation and has worked at Compass Insurance Advisors and State Farm VP Management Corp. He is also a soldier in the Louisiana Army National Guard. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and offers discretionary portfolio management alongside comprehensive financial planning.

Lori Jackson is a financial advisor at Cove Private Wealth, LLC with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Deutsche Bank Securities Inc., Deutsche Bank Trust Company Americas, Bank of America, N.A., and Merrill. Cove Private Wealth serves high-net-worth individuals, trusts, estates, charitable organizations, and retirement plan sponsors by providing comprehensive portfolio management and retirement plan consulting. The firm employs a diversified investment approach that incorporates fundamental, technical, sector, and qualitative analysis, with an emphasis on customized strategies including the use of options and alternative investments.

James Varaklis is a financial advisor with IBEX Wealth Advisors, LLC, holding a Series 66 designation and 32 years of industry experience. He has been with IBEX Wealth Advisors since 2022 and has also maintained a long tenure with LPL Financial since 2004. 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 employs a combined fundamental, technical, and cyclical analysis investment process with both long- and short-term strategies and a range of derivative instruments.

Arthur Crimmins Jr. is a financial advisor at McKinley Carter Wealth Services, Inc. with 19 years of industry experience. He holds a Series 65 designation and has worked at McKinley Carter since 2011, following a prior role at Kanawha Asset Management. He is also the manager of a family-owned business, Goff Mountain Holdings, LLC. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, using a combination of fundamental and technical analysis within a long-term strategic asset allocation framework.

Melissa Gannon is a CFP® and Series 65-registered advisor with 11 years of industry experience. She has been with Castle Wealth Management since 2016 and previously worked at Regal Investment Advisors LLC. Castle Wealth Management serves high-net-worth families, individuals, businesses, trusts, and charitable entities with customized wealth management and comprehensive financial planning. The firm employs asset-allocation analysis and committee-driven portfolio oversight, emphasizing tax-aware management and adherence to professional standards.

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 Series 66 credentialed financial advisor with 19 years of industry experience. He is currently with Fiscal Wisdom Wealth Management LLC and has held prior roles at Portsmouth-SmartLife Financial Group, McCloskey and Associates PA, CJS Financial Advisers, Cambridge Investment Research Advisors, and Mass Mutual Investors Services. He also operates as an independent insurance agent through BGS Financial Services, LLC. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals, using tailored portfolios with varied investment strategies and regular performance monitoring. The firm also facilitates referrals to third-party money managers and offers educational seminars and workshops at no cost.

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 with Advisory Services Network in Palm Beach, FL. He holds Series 65 and Series 66 licenses and has six years of industry experience, including prior roles at U.S. Bank NA and Wells Fargo Clearing. He has been with Advisory Services Network since 2020. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing various securities and third-party managers to develop strategies aligned with clients’ objectives and risk tolerances.

William Callahan IV is a financial advisor at Pinnacle Investments, LLC with 34 years of industry experience. He holds a Series 63 designation and has previously worked at Ameriprise Financial Services and Morgan Stanley. Outside of his advisory role, he mentors foster children through Place of Hope Ministry and is the author of a memoir and a book on Christian faith. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion in assets through approximately 57 advisors, serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers customized investment programs using fundamental and technical analysis and operates both as an SEC-registered investment adviser and a registered broker-dealer with insurance licensing.

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.

David Siegel is a financial advisor at OnePoint BFG Wealth Partners with 16 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Northwestern Mutual in various capacities from 2009 to 2026. Siegel is the sole owner of David J. Siegel Inc. and TPW Insurance Services, LLC, which are separate business entities. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, businesses, retirement plans, trusts, estates, and charitable organizations. The firm uses a combination of third-party managers, proprietary models, and technology integration to implement and monitor client portfolios.

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.