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.

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.

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.

David Siegel is a financial advisor at OnePoint BFG Wealth Partners with 16 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Northwestern Mutual in various capacities from 2009 to 2026. Siegel is the sole owner of David J. Siegel Inc. and TPW Insurance Services, LLC, which are separate business entities. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, businesses, retirement plans, trusts, estates, and charitable organizations. The firm uses a combination of third-party managers, proprietary models, and technology integration to implement and monitor client portfolios.

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.

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.

Jill Rance is a financial advisor at Dakota Wealth, LLC with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Dakota Wealth since 2018, following four years at Boston Private Wealth LLC. Dakota Wealth Management provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, trusts, retirement plans, and charitable organizations. The firm constructs customized portfolios using a variety of investment vehicles and employs research that combines fundamental, technical, cyclical, and charting analysis.

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 the Series 66 designation and has one year of industry experience. His prior work includes positions at Guided Financial Advisors and non-financial roles prior to entering the industry. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer with 38 advisors managing approximately $202 million in regulatory assets. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering a range of investment strategies and access to third-party management programs.

Bernard Kent is a financial advisor at Arax Advisory Partners with 16 years of industry experience. He holds the PFS™ designation and securities licenses Series 65 and Series 66. Prior to joining Arax Advisory Partners in 2025, he spent over a decade at Schechter Investment Advisors, LLC. He serves as a trustee and chairs the investment committee of the Detroit Historical Society and is involved with the investment committees of several nonprofit organizations, including the Zekelman Holocaust Center and the Detroit Symphony Orchestra. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, with a distinctive use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

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.

Jose Lopez is a financial advisor with Capital Analysts, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 2008 and has been self-employed in financial services since 2004. Outside of advisory work, Lopez operates an online retail business and serves as president of a company specializing in fixed annuities and life insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management through discretionary and non-discretionary strategies, leveraging proprietary mutual fund screening and offering retirement-plan advice across a nationwide network of independent advisors.

Manuel Cukaj is a financial advisor at Certuity, LLC with two years of industry experience. He holds a Series 65 credential and has worked at Certuity since 2023. His prior roles include positions at Nova Southeastern University, Rialto Markets, Marquette University, and Engelhorn. 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 combines fundamental and quantitative analysis with a long-term, buy-and-hold investment approach, and offers distinct structures including fund-of-funds and private market investments.

Vincent Cuomo is a financial advisor with Cary Street Partners, holding Series 65 and Series 63 licenses and totaling 12 years of industry experience. His work history includes roles at Pursuit Wealth Management, City National Bank, and Esquire Bank. He serves as chairman of the Florida Bar Foundation Investment Committee and is a board member of the Florida Bar Advertising Committee, with additional involvement in the Florida Bar Unlicensed Practice of Law Committee. Cary Street Partners serves a diverse client base that includes individuals, corporations, trusts, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to proprietary strategies and third-party managers, using a client profile-driven approach supported by AI tools and human oversight.

Christopher Reagan is a financial advisor at Meridian Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at PRUCO Securities, The Prudential Insurance Company of America, Mass Mutual Investors Services, and Metropolitan Life Insurance Company. Reagan is also involved with Meridian Insurance LLC, where he sells life insurance and fixed annuities. Meridian Wealth Management, LLC serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, employing a tailored investment approach that includes equities, ETFs, mutual funds, fixed income, and occasional alternative investments.

Christian Searcy Jr. is a CFP® professional with 23 years of experience in the financial industry, currently serving at Cary Street Partners since 2026. His prior experience includes roles at Pursuit Wealth Management LLC, Kovack Advisors, Inc., and UBS Financial Services Inc. He serves as a board member for the UVA Club of the Palm Beaches, organizing events and acting as a liaison for the University of Virginia. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, and institutional clients, offering services such as portfolio management, financial planning, and retirement plan fiduciary services. The firm utilizes a client-profile-driven investment approach, proprietary strategies, sub-advisers, third-party managers, and AI tools to support portfolio management and decision-making.

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.

Stephen Mergler is a financial advisor at SVB Wealth with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Boston Private Wealth LLC from 2014 to 2022 before joining SVB Wealth. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients with wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a documented due diligence process to select and monitor third-party managers and offers discretionary and non-discretionary account management through its investment adviser representatives.