Brian Schad is a financial advisor at Prosperity - An EisnerAmper Company in West Palm Beach, FL, holding Series 65 and Series 66 licenses with three years of industry experience. His prior roles include positions at BDO, EY, Grant Thornton, and RSM US Wealth Management. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a multi-team approach with an emphasis on asset allocation and diversification, managing approximately $5 billion in client assets.

Thomas Maccowatt is a CFA® charterholder and holds a Series 65 license, with seven years of industry experience. He has been with Williams Jones Wealth Management, LLC since 2019 and was previously associated with Williams, Jones & Associates, LLC for 21 years. The firm serves high-net-worth individuals and families, as well as pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. Williams Jones Wealth Management employs a growth-at-a-reasonable-price equity approach and active, tax-aware fixed-income management across concentrated portfolios typically consisting of about 30 positions.

Jay Kramer is a financial advisor with Madison Avenue Securities, LLC in Delray Beach, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at JS Financial and Madison Avenue Securities since 2018 and spent a year at Woodstock Financial Group prior to that. Outside of his advisory role, Kramer is a licensed notary public and holds positions related to insurance sales through affiliated entities. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management, financial planning, and consulting services through multiple account platforms, serving clients with both discretionary and non-discretionary management approaches.

John Whitman is a financial advisor at Stephens with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stephens since 2006. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs and committee-based oversight, combining advisory services with broker-dealer and investment banking activities.

Audrey Drossner is a financial advisor at Summit Financial, LLC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Symphonic Securities and Symphonic Financial Advisors from 2008 to 2023. Outside of her advisory role, she is involved in trust management as a trustee for several family trusts and owns an accounting firm, Oracle Capital Strategies, LLC. 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, combining discretionary and consultative services.

Bonnie Dodson is a Certified Financial Planner® with 44 years of industry experience. She is currently with Advisory Services Network and has previously worked at AD Private Wealth, Raymond James Financial Services, and UBS Financial Services. She is also an insurance agent specializing in life and variable insurance since 1994. Advisory Services Network is an independent enterprise serving individuals, families, corporations, and charitable organizations through a network of over 200 Investment Adviser Representatives. The firm offers portfolio management, financial planning, and retirement-plan consulting across a range of investment products and strategies, managing approximately $8.6 billion in client assets.

Thomas Nieves is a financial advisor at BFC Planning, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Centaurus Financial Inc., CETERA Advisor Networks LLC, and Summit Financial Group. Nieves is based in West Palm Beach, FL. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, referrals to outside managers, and other services, utilizing various platforms and investment approaches tailored by individual advisors.

Jennifer Tang is a CFP® professional with six years of industry experience, currently an advisor at Facet in West Palm Beach, FL. She has been with Facet Wealth, Inc. since 2021 and previously worked for Noesis Capital Management Corp. from 2001 to 2019. Facet serves individual members across various wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm delivers holistic financial planning using a Total Financial Life Resources framework and discretionary asset-allocation programs primarily utilizing ETFs.

Richard Elliott is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Facet. His prior work includes roles at Citizens Securities, Price Waterhouse Coopers, Mercer Global Advisors, and Citizens Bank. He is based in West Palm Beach, FL. Facet Wealth provides tiered, subscription-based financial planning and implementation services to individual members across various wealth levels. The firm delivers holistic advice through its Total Financial Life Resources framework and employs discretionary asset-allocation strategies primarily using ETFs, without charging percentage-of-AUM investment fees.

Andrew Tupler is a CFP® with 30 years of industry experience. He is currently with Kintra Wealth, LLC and Mutual Securities, Inc., having previously worked at Tupler Financial and Commonwealth Financial Network for 24 years. Outside of his advisory roles, he serves as an expert witness in investment-related matters. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and fundamental security analysis with model-driven asset allocation, implementing strategies on a household basis to optimize tax efficiency.

Francis Bermudez is a financial advisor with Capital Analysts in Wellington, FL, holding a Series 66 designation and two years of industry experience. He has concurrently worked at Lincoln Investment and has been involved in education as a music teacher for the School District of Palm Beach County since 2011. Outside of finance, Bermudez manages lifeguards at Rapids Water Park and provides music lessons and performances as a sole proprietor. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through both firm-managed and third-party solutions. The firm operates with an in-house investment management team and maintains affiliations that affect its product offerings and advisory model.

Howard Friedman is a financial advisor with Private Client Services, LLC, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 17 years of industry experience, including prior roles at Bright Futures Wealth Management, Brightline Financial, and Bb&T Securities. Outside of finance, he is the owner and operator of Baltimore Steel Knifemakers LLC, a manufacturer of handmade knives. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plans, corporations, and charities through a network of advisers and multiple advisory platforms. The firm employs a discovery-driven process that emphasizes risk profiling and tailored platform selection, offering a mix of advisory and commission-based brokerage services.

Mark Samson is a financial advisor at XML Financial Group with 35 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors for 10 years. Samson is a principal at BR Financial Associates Management Company, LLC, which manages XML Financial and XML Securities. XML Financial Group serves a broad retail client base including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm employs a multi-advisor team model and combines fundamental and technical analysis with third-party managers and an internal Investment Committee to tailor portfolios according to client objectives and risk tolerance.

Luken Cisick is a financial advisor at ON Investment Management Company with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked in several firms including Chelsea Financial Services and Evershore Financial Group. Outside of his advisory role, he is involved in insurance sales. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and plan sponsors with financial planning, portfolio management, and retirement-plan services. The firm offers a mix of discretionary and non-discretionary investment programs and operates a dual-registration model that includes broker-dealer activities.

Daniel Limmer is a CFP® with 33 years of experience in the financial services industry. He is currently affiliated with Procyon Institutional Partners, LLC, Procyon Advisors, LLC, and Purshe Kaplan Sterling Investments, Inc., where he has worked since 2021. Prior to these roles, he spent significant time at American Portfolios Financial Services, Inc. and Innovative Planning Services. Outside of his advisory duties, he consults on health and wellness services with Supreme Self Wellness. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, and retirement plans. The firm provides investment management, financial planning, and consulting services, employing fundamentally driven, customized portfolios and utilizing both internal management and third-party managers across a broadly integrated platform.

Michele Miranda is a financial advisor with Gradient Advisors, LLC in Wellington, FL, holding a Series 65 credential and four years of industry experience. She has held roles at multiple firms, including Guardian Financial Partners and Tax & Financial Group. Outside of her advisory work, she is president and owner of Pre-Planning Solutions, Inc., where she provides educational seminars and marketing materials focused on funeral cremation and estate planning. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model supported by risk analysis and market research methodologies.

Massimo Santicchia is a financial advisor at Procyon with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Cypress Capital Group and Crest Investment Partners. In addition to his advisory role, he is involved with Alpha Quant Models LLC, where he designs and develops quantitative investment strategies. Procyon serves a broad range of clients, including individuals, high-net-worth families, institutions, and retirement plans. The firm focuses on customized, fundamentally driven portfolios using mutual funds, ETFs, equities, and fixed income, managed through both internal teams and third-party providers.

Saralynn Golob is a financial advisor with Chelsea Advisory Services, Inc. in Lake Worth, FL, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She previously worked at Park Avenue Securities and Guardian Life and has operated The Tax Coach, LLC, a tax preparation service for individuals and corporate entities, since 2004. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, including high-net-worth clients, trusts, and some corporate entities. The firm follows a fundamental, long-term investment approach and generally manages diversified portfolios on a discretionary basis.

Sharon Bautz is a financial advisor at Merit Financial Advisors with 22 years of industry experience. She holds the Series 66 designation and has worked at Merit Financial Advisors since 2020, previously working at Stratos Wealth Partners, Ltd and LPL Financial. Bautz also provides insurance advice as a licensed agent. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, overseen by a central Investment Management team and Investment Committee.

Moise Derosier is a ChFC® and Series 65 credentialed advisor with Global View Capital Management LLC in West Palm Beach, FL. He joined the firm in 2026 and has over two decades of experience working with the School District of Palm Beach. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm uses algorithmic research and quantitative methods to manage portfolios according to client risk profiles and objectives.