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 licensed advisor with 11 years of industry experience. She has been with Castle Wealth Management for 10 years. Castle Wealth Management provides customized wealth management and financial planning to high-net-worth families, individuals, businesses, trusts, and charitable entities. The firm serves both high-net-worth and non-high-net-worth clients, using a fee-based, assets-under-management model and offers a range of services including investment supervisory services, comprehensive financial planning, and tax-aware portfolio management.

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 at Advisory Services Network with six years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at U.S. Bank NA from 2014 to 2020. Fleming is based in Palm Beach, Florida. Advisory Services Network serves individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing a flexible approach tailored to clients' objectives and risk tolerances.

William Callahan is a financial advisor with Pinnacle Investments, LLC, holding a Series 63 designation and 33 years of industry experience. He previously worked for Ameriprise Financial Services, Inc. for 10 years before joining Pinnacle Investments in 2021. Outside of his advisory role, he serves as a foster child mentor with Place of Hope Ministry and is the author of a memoir and a book on Christian faith. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management and around 50 advisors. The firm serves individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and institutional clients, offering financial planning and portfolio management through its AdvisorPro program and third-party managers.

Jordan Brooks is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, Brooks serves as Vice President of Sales and Marketing at SteadPoint Insurance Group, focusing on workers compensation insurance. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Philip Martini is a financial advisor at Arete Wealth Advisors, LLC with 29 years of industry experience. He holds Series 66 and Series 63 registrations. His prior experience includes roles at Canaccord Genuity Inc, Parsonex Securities, Inc., and EVA Dimensions. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and also employs third-party sub-advisers and a due-diligence process for recommended managers.

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.

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.

Peter Raimondi is a financial advisor with Dakota Wealth, LLC, holding a Series 63 designation and 26 years of industry experience. He has worked at various firms including Boston Private Wealth Management and 3point1, LLC. In addition to his advisory role, Raimondi provides legal and estate planning services as an attorney with GML Associates, PC. Dakota Wealth Management offers investment advisory and wealth management services to individuals, trusts, retirement plans, and institutional clients. The firm constructs customized portfolios using diversified allocations and employs a combination of fundamental, technical, and cyclical research, managing accounts with a long-term orientation while allowing tactical adjustments.

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.

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.

Barton Francis is a CFP® and Series 66-registered financial advisor with 21 years of industry experience. He currently works at Oxford Financial Group, Ltd., where he has been since 2023. Prior to that, he spent 13 years at Bessemer Investor Services, Inc. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals and families, as well as institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach across public and alternative asset classes.

Jill Rance is a financial advisor at Dakota Wealth, LLC with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Dakota Wealth since 2018, following four years at Boston Private Wealth LLC. Dakota Wealth Management provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, trusts, retirement plans, and charitable organizations. The firm constructs customized portfolios using a variety of investment vehicles and employs research that combines fundamental, technical, cyclical, and charting analysis.

Barry Yankelevitz is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at American Portfolios Financial Services, Inc. for 14 years and operates a tax preparation business as a CPA. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations through a range of advisory programs, retirement plan services, and financial planning, offering both discretionary and non-discretionary investment strategies across multiple asset classes.

Richard Robinson is a financial advisor at KCD Financial, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining KCD Financial, he worked at Guided Financial Advisors and has a varied background including work at Florida Atlantic University and in the service industry. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm provides asset management, financial planning, and portfolio appraisal services to individuals, corporate plans, and charitable organizations, offering a range of investment strategies and access to third-party management programs.

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.