Gil Blas Velez is a financial advisor at Amerity Wealth Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Capital Markets IQ and GV Financial Services, Inc. Amerity Wealth Management is a multi-advisor registered investment adviser serving individuals, businesses, trusts, and plan sponsors. The firm offers discretionary asset management, modular financial planning, retirement-plan consulting, and specialized services for UK expatriate pension transfers, implementing portfolios through third-party model managers, ETFs, mutual funds, and individual securities.

Jay Marmer is a ChFC® credentialed financial advisor with 24 years of industry experience. He has worked at Global Trust Asset Management, LLC since 2016 and previously spent 16 years with Financial Security Services, LLC. Global Trust provides fee-only investment management along with tax, estate, and retirement planning for individuals, trusts, corporations, and employer retirement plans, including defined contribution plans and a VEBA. The firm emphasizes individualized portfolios through written Investment Policy Statements, asset allocation, diversification, and low-cost mutual funds and ETFs, with a focus on higher-quality fixed income and specialized separately managed accounts using exchange-traded options and covered-call strategies.

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.

Clayton Liscom is a CFA® charterholder with over 31 years of experience in the financial industry. He has been with Veracity Capital LLC since 2018 and has prior experience at F3 Logic, F3/Veracity Capital, and The Ayco Company, L.P./Mercer Allied. Veracity Capital LLC provides investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals, families, trusts, estates, and businesses. The firm employs a long-term, customized approach using a range of investment strategies and tools, including mutual funds, ETFs, equities, fixed income, option overlays, and outside managers.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Jordan Brooks is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has 15 years of industry experience, including previous roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Merrill. Outside of advisory work, Brooks serves as Vice President of Sales and Marketing at SteadPoint Insurance Group, a workers compensation insurance provider. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm provides a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing various securities and third-party managers to meet client objectives.

Antonio Taddeo is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Gladstone Wealth Partners since 2025. Prior to this, he spent 13 years with Financial Planning Associates, LLC, and one year at Lenox Advisors, Inc. Outside of his advisory role, he engages in insurance sales on a part-time basis. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm offers a range of investment solutions and financial planning services, with investment approaches tailored at the representative level and supported by platform-level due diligence and retirement-plan consulting capabilities.

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.

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.