James Malaussena is a financial advisor with BFC Planning, Inc. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining BFC Planning in 2021, he worked at Berthel Fisher & Company Financial Services, Inc. since 2007. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, and trusts. The firm provides financial planning, portfolio management, and access to various investment platforms and third-party managers through a network of approximately 200 advisors.

Christopher Kelly is a financial advisor with Sowell Management in Jupiter, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Sowell Management since 2023 and concurrently serves at Barclay Breland Family Office since 2016. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm operates through over 100 independent contractor advisors and offers a variety of investment styles and solutions, including strategic and tactical allocation, sub-advisory relationships, and third-party manager selection.

Tonya Cooper is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior roles include positions at Lincoln Financial Advisors and Retirement Wealth Advisors. Outside of her advisory work, she coaches middle school girls volleyball at First Christian Academy in High Springs, FL. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm uses a network of investment adviser representatives and offers tailored portfolio management solutions, including access to model portfolios, third-party managers, and estate-planning referrals.

Gregory Marino is a financial advisor at Certuity, LLC with one year of industry experience. He holds the Series 65 designation and has prior experience affiliated with the University of Denver and The Benjamin School. Certuity manages approximately $3.30 billion and provides investment advisory, financial planning, family office, and investment consulting services to high- and ultra-high-net-worth clients, private foundations, endowments, family offices, and pooled investment vehicles. The firm employs a long-term, buy-and-hold investment approach that combines fundamental and quantitative analysis with an emphasis on asset allocation and diversification.

Joshua Crossman is a financial advisor with Dakota Wealth, LLC in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at The Sharp Financial Group, Boston Private Wealth LLC, Bank of America, and Merrill. Dakota Wealth, LLC serves a diverse clientele including high net worth individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm provides wealth management, investment management, financial planning, and retirement advisory services, with a focus on customized, primarily long-term portfolios that incorporate a range of asset types and include active management of private funds and ETFs.

Clinton Trotta is a financial advisor with Thurston Springer Advisors, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc and the International Alliance of Healthcare Educators. He serves on the board of the Florida Wildlife Federation, a nonprofit organization. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, utilizing a range of investment strategies tailored to client goals.

Darryl Grayson is a financial advisor with ACR Alpine Capital Research, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with ACR Alpine Capital Research since 2017 and previously worked at IMST Distributors, LLC and Alpine Investment Management, LLC. Grayson is also involved in managing client relations and distribution for Alpine Capital Research's mutual fund and SMA product lines. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, including high net worth individuals and retirement plans. The firm employs a fundamentally valuation-based, bottom-up investment approach across equity and multi-asset strategies and manages a diverse range of products including mutual funds, private limited partnerships, and wrap programs.

Derrick Mims is a financial advisor at Simplicity Wealth with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has prior work history with firms including Bencor, Inc., Fortuna Advisors, LLC, and Planmember Securities Corporation. Mims is also a managing member of Turnstart Wealth and operates an insurance agency business focused on life and fixed insurance products. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, while offering model portfolios with ongoing monitoring and rebalancing, as well as technology and operational services tailored for other advisors.

Victoria Wabnig is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. Her prior roles include positions at CL Wealth Management LLC, Purshe Kaplan Sterling Investments, MML Investors Services, LLC, and Metlife Securities. Outside of her advisory work, she serves as a bookkeeper for Camp Wishe Farm, a horse boarding facility, and acts as a trustee for family trust accounts. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets, tailoring portfolios to clients’ risk tolerance, time horizon, and objectives through diversified allocations and regular account reviews.

Rhys Williams is a financial advisor at Dakota Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has prior work experience at Lowes Home Improvement, IBERIABANK, and Gibraltar Private Bank and Trust. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, foundations, retirement plans, and business enterprises. The firm offers a range of wealth management and investment services, emphasizing customized, primarily long-term portfolios and active management of private funds and registered ETFs.

Steve Erikson is a financial advisor at Valley Wealth Managers, Inc. with 20 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Valley Wealth Managers in 2024, he spent over 18 years at Hallmark Capital Management, Inc., followed by a brief retirement period. Outside of his advisory role, he is involved in business consulting. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves both institutional and individual clients, including high-net-worth households, offering discretionary portfolio management and modular financial planning based on client-specific risk and equity targets.

William Mikus is a financial advisor with Dakota Wealth, LLC in Palm Beach Gardens, FL, holding 32 years of industry experience. He has been with Dakota Wealth and its predecessor since 2018 and previously worked at Boston Private Wealth LLC. Mikus serves as chairman of the board for The Salvation Army of the Palm Beaches and is second vice president of The Palm Beach Republican Club, both organizations focused on community and educational activities. Dakota Wealth, LLC serves individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm builds customized, primarily long-term portfolios using mutual funds, ETFs, individual equities, fixed income, and other instruments, with a focus on ongoing oversight and due diligence, and it acts as a manager and general partner to private funds and as sub-adviser to a registered ETF.

Jonathan Frances is a financial advisor with Triad Wealth Partners, LLC in Palm Beach Gardens, FL, holding a Series 65 designation and 16 years of industry experience. His prior work includes roles at CreativeOne Wealth, AE Wealth Management, Prosperity Wealth of Florida, and Global Financial Private Capital. He also serves as a managing member of Prosperity Wealth of Florida, where he is involved in the sale of life insurance and annuities. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform. The firm emphasizes strategic asset allocation, diversified investment strategies, and offers discretionary portfolio management alongside model portfolios and financial planning services.

Daniel Charley is a financial advisor with Concorde Asset Management, LLC, holding a Series 66 credential and bringing 10 years of industry experience. He has been with Concorde Asset Management since 2016 and also serves as President and 50% owner of Alpine Brokerage Services, an insurance agency. Outside of his advisory work, he is involved in a website development and graphic design business as a member of ThinkSonic Media, and he holds ownership interests in hospitality and insurance wholesaling ventures. Concorde Asset Management serves individual, corporate, and retirement-plan clients through discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios using model portfolios and third-party strategists, and provides ERISA retirement-plan advisory services along with participant advice.

Jeremy Ervin is a CFP® professional with 15 years of industry experience, currently serving as an advisor with Inspire Advisors, LLC. He previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he is a partner in Kairos Land and Home LLC, a real estate investment company. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual and high-net-worth clients along with institutions and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a mix of fundamental, technical, and quantitative methods in portfolio construction.

Robert Hicks is a CFA® charterholder with eight years of industry experience. He currently works at SpiderRock Advisors, LLC and has held positions at BlackRock Investments, Janus Distributors LLC, and Live Long Holdings LLC. Outside of his advisory role, he has been involved in managing a fitness franchise through KHR Management LLC. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, including asset managers, registered investment advisors, and high-net-worth individuals. The firm employs a rules-based, systematic approach combining quantitative and fundamental inputs to implement strategies focused on listed derivatives and dynamic option overlays.

Andrew Flick is a financial advisor with Visionary Wealth Advisors, LLC in Palm Beach Gardens, FL, where he has worked since 2014. He holds 17 years of industry experience. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management, employing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework.

Peter Oneill is a financial advisor at Summit Financial, LLC with 33 years of industry experience. He has previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. from 1994 to 2018, and has been associated with Purshe Kaplan Sterling Investments since 2018. Outside of his advisory role, he is involved in insurance brokerage and serves as managing member of Tanistry Wealth Management. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs along with financial planning and retirement plan advisory services, combining discretionary and consultative approaches to investment management.

Keith Brothers is a financial advisor at Gladstone Wealth Partners with 17 years of industry experience and a Series 66 designation. He has worked with Gladstone Institutional Advisory LLC since 2015 and has affiliations with Private Portfolio Partners, LLC and LPL Financial. Outside of his advisory roles, he is involved in owning a business related to tax preparation and accounting, as well as a yacht company. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap programs and third-party manager solutions, implementing a range of investment approaches tailored at the representative level.

Mary Cosentino is a financial advisor at Dakota Wealth, LLC with 20 years of industry experience. She holds the Series 65 designation and has worked at Dakota Wealth since 2018, following 15 years at Strategic Asset Management. Outside of her advisory role, she is involved as a distributor for Young Living Essential Oils, focusing on wellness products and education. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and other entities. The firm constructs customized portfolios using diversified allocations across various asset classes, employing fundamental, technical, and cyclical research methods, and manages both proprietary and unaffiliated investment strategies.