Sean Backs is a financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Corbett Road Wealth Management, Spire Wealth Management, Fisher Investments, and Total Planning. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors.

Melissa Storch is a financial advisor at Gryphon Wealth with 16 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advising, she performs bookkeeping for a dental practice. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs fundamental analysis to tailor long-term investment strategies while allowing shorter-term trades to align with client objectives.

James Scheper is a financial advisor at 49 Financial with one year of industry experience. He holds a Series 65 credential and has prior work experience in the restaurant industry and legal services. Outside of his advisory role, Scheper is involved in personal photography. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and family office services through a disciplined, long-term, diversified asset allocation approach using model portfolios and discretionary management.

Donald Sullivan is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He has been with CreativeOne Securities since 2015 and also serves as president of Don Sullivan Ministries, a nonprofit organization involved in ministry and overseas mission trips. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, consulting, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management supported by fundamental and cyclical security analysis.

Shannon Shehorn is a CFP® with 25 years of industry experience, currently serving at CL Wealth Management LLC and Cabot Lodge Securities. She has been self-employed since 1980 and engages in the sale of life insurance and fixed annuities. Additionally, she provides free tax preparation services to select financial planning clients as an enrolled agent. CL Wealth Management LLC is a multi-advisor SEC-registered firm serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored portfolio advisory services, financial planning, and client education, utilizing a combination of fundamental and technical analysis along with custom model portfolios.

Jason Griggs is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 designation and over 21 years of industry experience. Prior to joining Arkadios in 2018, he worked at Triad Advisors, Inc. from 2016 to 2018. He serves on the supervisory committee of Alive Credit Union, contributing to its policy development and program continuity. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports tailored investment plans with an internal portfolio team and employs fundamental, technical, and cyclical analysis, also acting as a fiduciary for retirement plan consulting.

Dale Farmer Jr. is a financial advisor at Arkadios Wealth Advisors with 47 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Arkadios Wealth Advisors and its affiliated Arkadios Capital since 2018. Prior to that, he was with Triad Advisors Inc. for seven years. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports discretionary account management with internal portfolio models and strategies across multiple asset classes and operates an integrated model that includes affiliated broker-dealer services and in-house portfolio support.

Nicholas Rigano is a financial advisor at Gibbs Wealth Management, LLC with a Series 65 designation and 1 year of industry experience. He has been involved with TEAM N&L Wealth Management since 2011 and Team N&L Wealth Builders since 2013. Gibbs Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management and advisory services through advisor-directed model management and sub-advisory arrangements, utilizing third-party platforms such as Orion Portfolio Solutions and TownSquare Capital. The firm employs a combination of analytical approaches to guide portfolio allocations and offers educational seminars alongside co-branded investment advisory representative services.

James Moore Jr. is a CFA® charterholder with 15 years of industry experience. He has been with Timucúan Asset Management Inc. since 2005. Timucúan Asset Management provides discretionary investment management to high-net-worth individuals, family offices, pension and institutional clients, and manages a longstanding private investment fund. The firm employs a fundamental, business-oriented value investing approach with concentrated portfolios and multi-year holding periods, and distinguishes itself by managing pooled investment vehicles alongside separate accounts.

William Guthrie is a CFP® with 11 years of industry experience, currently affiliated with Prosperity Capital Advisors. His prior roles include positions at Merrill, Bank of America, and Community First Credit Union. He is a member of the American Financial Education Alliance and conducts financial literacy seminars without compensation or product sales. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, and charitable organizations. The firm utilizes a model-driven, multi-sleeved investment approach incorporating mutual funds, ETFs, SMAs, and alternative solutions across various platforms.

Stanley Lewandoski is a financial advisor at Arkadios Wealth Advisors with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Arkadios Wealth Advisors since 2018, following five years at Triad Advisors, Inc. He is also the managing partner of Phantoms of Summer, LLC, a non-investment-related business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through customized strategies, including advisor-managed accounts, third-party money managers, and financial planning. The firm’s integrated operating model combines an in-house portfolio team, affiliated broker-dealer services, and a large network of advisory entities.

Alek Wyatt is a CFP® professional at Gryphon Wealth with five years of industry experience. He previously worked at Wells Fargo Advisors, RBC Capital Markets, and Equitable Advisors, and co-managed the Wyatt/Hyrne Private Wealth Management Group. Outside of advisory roles, he owned and operated All About Floors LLC for five years. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, high net worth clients, and entities such as family offices and trusts. The firm employs fundamental analysis to tailor long-term investment strategies, offering both discretionary and non-discretionary portfolio management alongside standalone financial planning.

Farrin Schetter is a financial advisor at Prosperity Capital Advisors with one year of industry experience. She holds a Series 65 credential and has prior experience working at JL Smith Holistic Wealth Management and JL Trent's Seafood and Grill, where she also worked as a server. In addition to her advisory role, she is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors is an SEC-registered enterprise adviser providing financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporations, trustees, and retirement plans. The firm focuses on model-based, asset-allocation strategies using core and specialized model suites, with services that include Turnkey Asset Manager Programs, sub-advisory roles, and separately managed accounts.

Matthew Foxhall is a financial advisor with 22 years of industry experience, currently practicing at 49 Financial. He holds Series 63 and Series 65 designations and has previously worked at firms including Equitable Advisors, Purshe Kaplan Sterling Investments, and Oakwood Capital Securities. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and tiered fractional family office services, utilizing a disciplined, long-term diversified asset allocation approach primarily through mutual funds, ETFs, and selected third-party managers.

Boston Prachyl is a financial advisor at 49 Financial based in Jacksonville, FL, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at Oakwood Capital Securities, Inc., Thrivent Advisor Network, LLC, and Purshe Kaplan Sterling Investments. He is also involved in insurance sales, assisting clients with fixed insurance needs. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering services such as financial planning, investment management, and tiered fractional family office solutions. The firm employs a disciplined, long-term investment approach utilizing diversified asset allocation and model portfolios composed mainly of mutual funds and ETFs.

John Weisser is an advisor at Signal Advisors Wealth, LLC with Series 63 and Series 65 credentials. He has experience spanning roles in insurance and retirement solutions since 2009, including positions at U.S. Tax and Insurance Service and FIRST COAST RETIREMENT SOLUTIONS, Inc. prior to joining Signal Advisors Wealth in 2026. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs and co-branded investment adviser representatives. The firm employs a primarily top-down, tactical asset allocation strategy combined with fundamental, quantitative, and technical analysis while supporting a high client load per advisor.

Gerald Ursrey is an investment advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. He previously worked at The Leaders Group, Inc. for 17 years before joining Kestra. Ursrey is also the managing partner of The Ursrey Companies LLC, through which he operates his insurance and securities business. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm offers a broad range of investment products and specialized services, with approximately $13.45 billion in client assets managed across roughly 208 advisors.

Jeffrey Wyatt is a financial advisor at Gryphon Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors in various capacities from 2000 to 2026 before joining Gryphon Wealth. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as to family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs fundamental analysis to build long-term investment strategies while allowing for shorter-term trades aligned with client objectives.

David Mckechnie is a financial advisor with Beauport Financial Services, LLC in Gloucester, MA, holding Series 63 and Series 66 designations and over 40 years of industry experience. He has worked with Valmark Advisors, Inc. and Valmark Securities, Inc. for more than two decades. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including the Essex County Community Foundation and the North Shore YMCA, and is a member of the Gloucester Rotary Club. Beauport Financial Services provides financial planning and consulting to individuals and families through comprehensive and modular engagements. The firm focuses on goals- and risk-based planning, using tools like MoneyGuidePro and Morningstar, and typically refers clients to ValMark Advisers’ Wealth Solutions programs for asset management.

Chandler Moeller is a financial advisor at EverSource Wealth Advisors, LLC, holding a Series 66 credential with two years of industry experience. Prior to joining EverSource, he worked at Equitable Advisors and held various roles outside the financial industry. He is also the managing member of Moe's Landscaping Co., an LLC unrelated to investment advisory services. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, and investment advisory services through multiple investment platforms and manages private pooled investment funds alongside providing consulting and sub-advisory services.