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.

Sean Moore is a financial advisor with Merit Financial Advisors in Boynton Beach, FL, holding a Series 63 designation and 22 years of industry experience. His career includes positions at Purshe Kaplan Sterling Investments, LPL Financial, SMART Wealth Advisory, Securities America Advisors, and Securities America, Inc. In addition to his advisory work, he is a notary. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by an Investment Committee, while offering customizable portfolio management options.

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.

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.

Kirsten Tuzzo is a financial advisor with New Edge Wealth, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior experience includes eight years with Bank of America and Merrill. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary investment solutions, supplemented by AI-assisted analytics with human oversight.

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.

Eric Katz is a financial advisor at Leo Wealth, LLC with 26 years of industry experience. He holds a Series 63 credential and has worked at several related firms, including Leo Brokerage, Olden Lane Securities, and The LeoGroup, LLC. His activities include providing financial counseling focused on estate and income tax planning as well as insurance planning. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients, offering portfolio management, financial planning, and fiduciary services. The firm combines ETF-based core and thematic models with systematic single-stock strategies to construct diversified, risk-tiered portfolios, utilizing both internal and third-party resources.

Daniel Pecoraro is a financial advisor at Compass Financial Management LLC with 27 years of industry experience. He holds Series 63 and Series 66 designations. Pecoraro has worked at multiple firms including Prudential Insurance Company of America and MML Investors Services, LLC. He is co-owner of Pecoraro Fisher and Partners Wealth Group Insurance Agency, which provides holistic insurance solutions. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education through a multi-advisor team managing approximately $894 million in assets. The firm employs a variety of investment strategies including equities, fixed income, mutual funds, ETFs, and uses both internal and third-party portfolio management.

Allison Miller is a CFP® professional with five years of industry experience, currently serving as a financial advisor at ValMark Advisers, Inc. She previously worked at Global Retirement Partners and LPL Financial, LLC. Outside of her financial advisory role, she is involved in dog walking and pet sitting through the Rover app. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

Jose Lopez is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2008 and has maintained a self-employed status since 2004. Outside of his advisory work, Lopez owns and supervises an online retail store and serves as an insurance agent specializing in fixed and fixed index annuities and life insurance products. Capital Analysts serves a diverse clientele including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm employs a team-driven investment approach with discretionary and non-discretionary portfolio management options, leveraging proprietary research and model portfolios alongside access to third-party managers.

Alan Kirschenbaum is a CFP® with 30 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2024. He previously worked at American Portfolios for 16 years and has been involved with Seabreeze Wealth Management as an independent advisor since 2005. Kirschenbaum also serves as a trustee on the Delray Beach Fire Department Pension Board. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies across discretionary and non-discretionary accounts.

Elizabeth Rockwell is a CFP® with 20 years of industry experience currently serving at Summit Financial, LLC. She previously worked at UBS Financial Services Inc. and Fieldpoint Private Securities LLC. Rockwell serves as a Trustee for the Greenwich Historical Society, which focuses on preserving local history and educational programs in Greenwich, Connecticut. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, blending discretionary and consultative approaches to meet client needs.

Richard Gluck is a financial advisor at OneSeven with nine years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Nardis Advisors, LLC. In addition to his advisory role, Gluck contributes written commentaries for Concise Capital Management, LP, a hedge fund. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a primarily long-term investment approach with diversified portfolios, including access to alternative investments and private placements.

Adam Levy is a financial advisor at Andersen with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Andersen Tax LLC since 2006. Andersen provides full-service investment consulting, limited professional consulting, and performance measurement and reporting to successful individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, focusing on strategic investment plans, portfolio optimization, and consolidated performance reporting integrated with tax and financial planning.

David Weiland is a financial advisor at Integrity Advisory Solutions with nine years of industry experience. He holds a Series 65 designation and previously worked at AlphaStar Capital Management, Regal Investment Advisors, and The Assurance Group, where he serves as a Regional Sales Director managing fixed insurance and annuity sales. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes a range of investment strategies alongside third-party platforms and affiliated program sponsorships.

Christopher Adams is a CFA® charterholder with seven years of industry experience. He is currently a financial advisor at Citizens Private Wealth and has previously worked at HSBC Private Bank and SunTrust Advisory Services. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and foundations. The firm offers discretionary and non-discretionary investment management within an open-architecture framework, combining quantitative and qualitative research, and benefits from its affiliation with Citizens Bank, N.A., which provides unique product and operational features.

Allen Klein is a financial advisor at Merit Financial Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Purshe Kaplan Sterling Investments, Stone Creek Capital Management, and LPL Financial. Outside of his advisory roles, Klein has served as a client service manager at Stone Creek Capital Management. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers comprehensive wealth-management services and employs a long-term, diversified investment approach guided by an internal Investment Management team and Investment Committee.