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 in Greenacres, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 2008 and has been self-employed since 2004. Outside of his advisory work, Lopez owns an online retail business and serves as president of JMLOPEZ Wealth Advisors, Inc., providing clients with fixed annuities and life insurance solutions. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, foundations, and institutions, offering portfolio management and retirement-plan advice through both discretionary and non-discretionary investment approaches. The firm operates nationwide via independent advisors and in-house teams that utilize proprietary screening tools and maintain institutional relationships supporting retirement and tax-advantaged accounts.

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® professional with 20 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC since 2025. Her prior experience includes roles at UBS Financial Services, Fieldpoint Private Securities, Coastal Bridge Advisors, and Chronogram Corporation. She serves as a Trustee for the Greenwich Historical Society, which focuses on local history preservation and educational programs. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers investment advisory and portfolio management with both discretionary and consultative services, including customized allocations and retirement plan advisory.

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 with Andersen, holding Series 63 and Series 65 licenses and having eight years of industry experience. Prior to joining Andersen, he worked at AllianceBernstein L.P. and Ernst & Young Investment Advisers LLP. He has been associated with Andersen Tax LLC since 2006. Andersen serves successful individuals, families, trusts, family partnerships, corporate plans, and not‑for‑profit endowments by providing investment consulting that ranges from full-service wealth management to standalone performance measurement. The firm operates as a non‑discretionary advisor emphasizing client communications, integrated tax and advisory services, and forward-looking asset allocation modeling.

David Weiland is a Series 65 licensed advisor at Integrity Advisory Solutions with nine years of industry experience. He previously worked at AlphaStar Capital Management, Regal Investment Advisors, and co-manages fixed insurance and annuity sales as a Regional Sales Director at The Assurance Group. Integrity Advisory Solutions supports individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors managing approximately $1.1 billion in assets. The firm provides portfolio management, financial planning, retirement plan consulting, and model portfolio programs using a mix of fundamental and technical analysis, asset allocation strategies, and third-party platforms.

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 with Merit Financial Advisors in Boca Raton, FL, holding Series 63 and Series 66 registrations and seven years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Stone Creek Capital Management, LPL Financial, NewBridge Securities Corporation, and Tradestation Securities, among others. Klein also serves as a Client Service Manager at Stone Creek Capital Management, an affiliated registered investment adviser. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm utilizes a long-term, diversified asset allocation approach managed by an internal investment team and supports customizable model portfolios, alongside third-party managers and sub-advisers.

James Pankey is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Latitude Advisors since 2019 and GWN Securities Inc. since 2011, while also maintaining a full-time CPA practice. Pankey is based in Wellington, FL. Latitude Advisors serves individual and business clients, including high-net-worth investors, providing financial planning, discretionary portfolio management, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Hollis Hardiman is a financial advisor with Merit Financial Advisors in Boca Raton, FL, holding a Series 66 designation and 12 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, Private Advisor Group, and Wells Fargo Clearing. Hardiman serves as treasurer for the Connecticut Council of Non-Adversarial Divorce, a charitable organization. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation with oversight from an internal investment management team and committee, offering customized portfolios and both discretionary and non-discretionary account options.

Leevens Cherisma is a financial advisor with Principal Advised Services holding a Series 66 designation and two years of industry experience. He has worked at firms including Principal Financial Services, The Progressive Corporation, Fidelity, and Primerica Financial Services. His other business activities include providing one-on-one investment advice to retirement plan participants and working in advice, education, and sales at Principal Bank. Principal Advised Services primarily serves retirement plan participants and retail IRA clients by offering non-discretionary investment recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates third-party tools and proprietary models, with operational support from affiliated entities within the Principal Financial Group family.

Gregory Rothstein is a financial advisor with B. Riley Wealth Advisors, Inc. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at National Securities Corporation and Bank of America. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a broad range of advisory programs, financial planning, and retirement solutions.

Thomas Appleby is a financial advisor with Advisory Services Network holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Stifel and Barclays Capital Inc. He is also a partner in Andesite Investment Partners, a real estate investment venture based in Boynton Beach, Florida. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with a range of investment strategies and implementation options.

James Tierney Jr. is a financial advisor at Robertson Stephens with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Presidio Capital Advisors LLC and Tierney Capital Management. He has been with Robertson Stephens since 2013. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement plans, offering discretionary and non-discretionary portfolio management along with a range of planning services. The firm manages $8.76 billion in assets and utilizes a variety of investment strategies overseen by an internal Investment Committee.

Kerstin Ramstrom is a financial advisor at Integrated Advisors Network LLC with CFP® and CFA® designations and three years of industry experience. She has worked at Integrated Advisors Network since 2022 and previously held a position at Mutual of America. Outside of her advisory work, she is involved with KER3 Enterprises LLC. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers a range of services including discretionary and non-discretionary investment management, financial planning, and access to third-party managers through platforms such as Envestnet’s SMA/UMA/PMC programs.

Christopher Gioia is a financial advisor at Oxford Financial Group, Ltd with one year of industry experience. He holds a Series 65 designation and previously worked at Tannenbaum Capital Group, ArmaVir Partners, and Cowen Inc. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, institutions, and business owners by providing family office and CIO services, estate planning, fiduciary trust administration, and access to private market investments. The firm’s investment approach focuses on diversified asset allocation across public and alternative assets and offers both discretionary and non-discretionary solutions.

Donald Dalton is a financial advisor with Consolidated Portfolio Review Corp who holds a Series 66 credential and has 25 years of industry experience. His prior roles include positions at Ameriprise Financial Services, SCF Investment Advisors, and Sigma Planning Corp. Dalton also serves as President and CEO of Dalton Wealth Group, offering wealth management and financial planning services. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm provides discretionary and non-discretionary managed accounts, proprietary tactical ETF model portfolios, financial planning, and access to third-party sub-advisors and separately managed account platforms.

Megan Culver is a financial advisor at AlphaStar Capital Management with over a decade of experience in the industry. She holds a Series 65 designation and has worked at Culver Total Wealth since 2013, where she is also an insurance agent. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and other advisers. The firm employs a strategic asset-allocation approach combined with quantitative analysis and momentum evaluation, offering both model and custom portfolio strategies.

Sebin Skaria is a financial advisor at New Edge Wealth with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America, Merrill, and NewEdge Securities Inc. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering advisory services such as wealth strategy, financial planning, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior, combining independent managers, model strategies, and proprietary solutions enhanced by AI-assisted analytics and human oversight.