Clayton Liscom is a CFA® charterholder with over 31 years of experience in the financial industry. He has been with Veracity Capital LLC since 2018 and has prior experience at F3 Logic, F3/Veracity Capital, and The Ayco Company, L.P./Mercer Allied. Veracity Capital LLC provides investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals, families, trusts, estates, and businesses. The firm employs a long-term, customized approach using a range of investment strategies and tools, including mutual funds, ETFs, equities, fixed income, option overlays, and outside managers.

Scott Furman is a financial advisor with Buckman Advisory Group LLC in North Palm Beach, FL, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Buckman Buckman & Reid since 2010. Buckman Advisory Group provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm uses a strategic asset-allocation process with model portfolios primarily composed of mutual funds, equities, bonds, and ETFs, managing approximately $236 million across around 814 client relationships.

Debbie Lux is an advisor at 57 West Capital Advisors, Inc. with a Series 65 designation and no prior industry experience. Before joining 57 West Capital Advisors in 2025, she was co-owner of Floor City, LLC, a flooring installation and remodeling business. 57 West Capital Advisors provides discretionary portfolio management focused on equity portfolios for individual investors and investment companies, employing a long-term, buy-and-hold equity strategy with diversified positions and selective use of options and margin. The firm serves both U.S. and non-U.S. clients through an offshore affiliate and offers detailed performance reporting uncommon among its peers.

Melissa Montalvo is a CFP® and ChFC® credentialed advisor at Atticus Wealth Management with 15 years of industry experience. She previously worked at Lipari and Associates Investment Management, Helius Wealth Management, Raymond James Financial Services, Burke Financial Strategies, and Fidelity Investments. Montalvo is also president of Abundancia Wealth Corporation, a holding company for shares of Atticus Wealth Management. 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.

James Varaklis is a financial advisor at IBEX Wealth Advisors, LLC with 31 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2004. Varaklis also operates a non-variable insurance business under the name James J. Varaklis & Company. IBEX Wealth Advisors, LLC is a fee-based advisory firm serving nearly 1,000 clients, including individuals, trusts, businesses, retirement plans, and charitable organizations. The firm employs a discretionary asset allocation approach utilizing mutual funds, ETFs, separately managed accounts, individual securities, and alternative investments, with additional use of options and structured products.

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.

Joshua Rudolph is a CFP® professional with 19 years of industry experience. He is currently with SlateStone Wealth LLC and has held leadership roles at Emerald Planning Group LLC and Emerald Benefits, Inc. He serves as president of Emerald Planning Group and owner of Emerald Benefits, both non-investment related businesses focused on insurance and employee benefits. SlateStone Wealth serves high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, estates, and corporations, offering personalized investment management and comprehensive wealth planning. The firm employs a fiduciary, goals-oriented approach supported by an Investment Policy Committee and CFA-led research team, integrating financial planning with portfolio construction across a range of strategies.

Philip Rongo Jr. is a financial advisor at IBEX Wealth Advisors, LLC with over 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining IBEX in 2014, he worked at LPL Financial starting in 1997. Outside of his advisory role, he is involved in managing a captive insurance company owned with his spouse. IBEX Wealth Advisors, LLC serves nearly 1,000 clients including individuals, trusts, businesses, retirement plans, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting using a variety of investment strategies including mutual funds, ETFs, separately managed accounts, and derivatives.

Hayley Snell is a financial advisor at LRI Investments with eight years of industry experience. She holds the Series 66 designation and has worked with Lindberg & Ripple and M Holdings Securities since 2016. LRI Investments provides financial planning and fee-based investment advisory services primarily to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and state and municipal government entities. The firm constructs tailored portfolios using mutual funds, ETFs, and individual securities, with ongoing supervision and periodic rebalancing aligned to client objectives.

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® with 13 years of industry experience, currently serving as a financial advisor at 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. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and charitable organizations. The firm operates through a network of independent advisors who tailor strategies and manage portfolios using both in-house and third-party resources.

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.

Justin Kiehne is a financial advisor at Concorde Asset Management, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at Agilis Engineering, Inc. Outside of his advisory role, he is also involved in real estate sales and leasing through eXp Commercial Real Estate. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers and wrap fee programs. The firm builds individualized portfolios using model-based strategies across proprietary and third-party platforms and offers ERISA retirement-plan advisory services.

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.

Barton Francis is a CFP® professional with 20 years of industry experience. He is currently with Oxford Financial Group, LTD, where he has worked since 2023, following a 13-year tenure at Bessemer Investor Services, Inc. Oxford Financial Group serves ultra-high-net-worth individuals and institutional clients, providing family office services, CIO-led portfolio construction, and fiduciary support. The firm emphasizes asset allocation and diversification across public and private markets, offering both discretionary and non-discretionary management alongside private investment platforms and affiliated fiduciary services.