Nicholas Milana is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Bolton Global Asset Management since 2016 and at Delta Equity Services Corp since 2003. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charities, corporations, retirement plans, and financial institutions. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, balancing long-term strategies with tactical adjustments.

Mary Avella is a financial advisor at Ascentis Independent Advisors, LLC with 12 years of industry experience. She holds the Series 66 designation and has worked at firms including Golden State Equity Partners, Bank of America, and Merrill. Avella is also involved in Financial Advisors Research, providing product-related consulting services. Ascentis Independent Advisors is a multi-team SEC-registered firm serving individuals, trusts, retirement plans, and corporate clients. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, using a diversified mix of public and private securities and employing discretionary management through model portfolios and sub-advisory arrangements.

John Spengler is a financial advisor at Venture Visionary Partners LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and Purshe Kaplan Sterling Investments. He is also a licensed independent insurance agent. Venture Visionary Partners LLC provides investment advisory and financial planning services to individual and high-net-worth clients, retirement plans, trusts, charitable organizations, and small businesses, using customized portfolios and a variety of investment strategies.

Bryan Keller is a financial advisor at Dakota Wealth, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Dakota Wealth since 2018, including the firm’s prior iteration as Oakmont Partners. Before joining Dakota Wealth, he was with BP Wealth Management for four years. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and business enterprises. The firm constructs customized portfolios using diversified allocations and employs a research process combining fundamental, technical, cyclical, and charting analysis.

Francis Bautz Jr. is a financial advisor at Merit Financial Advisors with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at LPL Financial, Stratos Wealth Partners, and Purshe Kaplan Sterling Investments. Bautz also provides insurance advice tailored to client needs. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers a range of services such as asset management, financial planning, and employee financial wellness programs.

Michael Freeburg is a financial advisor at Greenwich Wealth Management, LLC with 24 years of industry experience. He has been with Greenwich Wealth Management since 2006 and previously worked at Private Client Services. Outside of his advisory role, he is a founding member of Catalus Capital Management, LLC, a private family office, and is involved with Limin Holdings LLC, which is pursuing a banking license in the Eastern Caribbean. Greenwich Wealth Management provides advisory services to high-net-worth individuals, families, trusts, charitable organizations, and institutional clients. The firm employs a range of strategies using fundamental, technical, and macro analysis across multiple investment vehicles and also manages pooled and institutional portfolios, including wrap-fee programs.

Maria Maloney is a financial advisor at New Edge Wealth with six years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Bank of America. Prior to her financial career, she was involved with Canopy Road Cafe and Florida State University. New Edge Wealth serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, using a combination of independent managers, model strategies, and proprietary solutions supported by AI-assisted analytics.

Sergio Esteves is a financial advisor with Capital Analysts in Wellington, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Lincoln Investment and Legend Equities Corporation. Outside of his advisory role, he serves as a board member for PlantToday, a missions organization, and Primal Initiative Inc., which focuses on community enrichment, and he owns a company involved in tax preparation and business consultation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management through various programs, supported by an in-house investment management and research team.

Timothy Georgen is a financial advisor at Williams Jones Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Fisher Investments, Securities America, Inc., Saybrus Equity Services, Inc., Saybrus Partners, Inc., and The Vanguard Group, Inc. He has been with Williams Jones Wealth Management since 2024. Williams Jones Wealth Management serves high-net-worth individuals, families, and various institutional clients, offering portfolio management, financial planning, and access to private investment vehicles. The firm’s investment approach typically involves concentrated portfolios with a focus on mid-to-large cap equities using a growth-at-a-reasonable-price strategy and active, tax-aware fixed-income management.

Peter Ream is a financial advisor with Capital Analysts, holding Series 63, Series 65, and Series 66 credentials and 21 years of industry experience. His prior work includes roles at HSBC Securities, HSBC Bank USA, PNC Investments, and PNC Bank. He has been with Capital Analysts and Lincoln Investment since 2020. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team to guide investment decisions.

Robert Moore is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 35 years of industry experience. Prior to joining Insigneo in 2023, he worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2012 to 2023. He is also the owner of Sextant International Investments Advisory LLC, a non-securities-related business. Insigneo Advisory Services provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm offers discretionary and non-discretionary managed accounts, third-party manager oversight, and proprietary private placement vehicles, employing a customized investment process that incorporates firm-modeled portfolios and third-party macroeconomic research.

Nicholas Sowers is a financial advisor at KCD Financial, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked at several firms including Trinity Wealth Securities and Florida Financial Advisors. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers tailored asset management and financial planning services, utilizing third-party platforms and managers to implement a range of investment strategies.

Elizabeth Neuman is a financial advisor with Kingswood Wealth Advisors, LLC in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She worked at Cantella & Co Inc for 19 years before joining Kingswood in 2022. Neuman serves as president of her condominium association’s board and volunteers with the PWA board for her condo community. Kingswood Wealth Advisors serves individual and institutional clients, including high-net-worth investors and retirement plan sponsors, offering portfolio management, financial planning, and consulting services. The firm employs an open-architecture platform with customized client allocations and integrates with affiliated financial entities to support insurance-linked account management.

James Sunderwirth is a financial advisor with World Equity Group, Inc. in Royal Palm Beach, FL, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has been with World Equity Group since 2015. Outside of his advisory role, he provides tax preparation and bookkeeping services as a CPA and serves as a tax partner at Community Accounting Partners of FL, PLLC, specializing in accounting and tax services for homeowners associations. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a risk-tolerance questionnaire to guide asset allocation and provides managed portfolios primarily through its wrap-fee program, combining discretionary portfolio management with access to third-party money managers.

Gregory Madison is a financial advisor at MissionSquare Retirement with nine years of industry experience. He holds a Series 65 designation and has worked previously at DWC The 401k Experts and Slavic Integrated Administration. Madison is based in Palm Springs, FL. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services, using investment advice and model portfolios developed by Morningstar Investment Management.

Ioannis Profylienos is a financial advisor at Manning & Napier Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Equitable Advisors and Capital Analysts. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, managing discretionary separately managed accounts and offering specialized advisory solutions. The firm employs a team-based investment process that integrates top-down macro analysis with bottom-up security selection and operates affiliated trust and broker-dealer entities.

Brian Schad is a financial advisor at Prosperity - An EisnerAmper Company in West Palm Beach, FL, holding Series 65 and Series 66 licenses with three years of industry experience. His prior roles include positions at BDO, EY, Grant Thornton, and RSM US Wealth Management. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a multi-team approach with an emphasis on asset allocation and diversification, managing approximately $5 billion in client assets.

Thomas Maccowatt is a CFA® charterholder and holds a Series 65 license, with seven years of industry experience. He has been with Williams Jones Wealth Management, LLC since 2019 and was previously associated with Williams, Jones & Associates, LLC for 21 years. The firm serves high-net-worth individuals and families, as well as pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. Williams Jones Wealth Management employs a growth-at-a-reasonable-price equity approach and active, tax-aware fixed-income management across concentrated portfolios typically consisting of about 30 positions.

John Whitman is a financial advisor at Stephens with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stephens since 2006. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs and committee-based oversight, combining advisory services with broker-dealer and investment banking activities.

Bonnie Dodson is a Certified Financial Planner® with 44 years of industry experience. She is currently with Advisory Services Network and has previously worked at AD Private Wealth, Raymond James Financial Services, and UBS Financial Services. She is also an insurance agent specializing in life and variable insurance since 1994. Advisory Services Network is an independent enterprise serving individuals, families, corporations, and charitable organizations through a network of over 200 Investment Adviser Representatives. The firm offers portfolio management, financial planning, and retirement-plan consulting across a range of investment products and strategies, managing approximately $8.6 billion in client assets.