Robert Moore is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 35 years of industry experience. Prior to joining Insigneo in 2023, he worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2012 to 2023. He is also the owner of Sextant International Investments Advisory LLC, a non-securities-related business. Insigneo Advisory Services provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm offers discretionary and non-discretionary managed accounts, third-party manager oversight, and proprietary private placement vehicles, employing a customized investment process that incorporates firm-modeled portfolios and third-party macroeconomic research.

Nicholas Sowers is a financial advisor at KCD Financial, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked at several firms including Trinity Wealth Securities and Florida Financial Advisors. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers tailored asset management and financial planning services, utilizing third-party platforms and managers to implement a range of investment strategies.

Elizabeth Neuman is a financial advisor with Kingswood Wealth Advisors, LLC in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She worked at Cantella & Co Inc for 19 years before joining Kingswood in 2022. Neuman serves as president of her condominium association’s board and volunteers with the PWA board for her condo community. Kingswood Wealth Advisors serves individual and institutional clients, including high-net-worth investors and retirement plan sponsors, offering portfolio management, financial planning, and consulting services. The firm employs an open-architecture platform with customized client allocations and integrates with affiliated financial entities to support insurance-linked account management.

John Malzone is a CFP®-certified financial advisor with 41 years of industry experience. He has worked at Main Street Financial Solutions, LLC and its predecessor entities since 1992. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers financial planning, wealth management, and retirement plan consulting with an investment approach that combines academic-based, multi-asset class strategies using mutual funds, ETFs, and individualized securities, alongside institutional and advisor-facing services such as ERISA consulting and Independent Manager oversight.

James Sunderwirth is a financial advisor with World Equity Group, Inc. in Royal Palm Beach, FL, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has been with World Equity Group since 2015. Outside of his advisory role, he provides tax preparation and bookkeeping services as a CPA and serves as a tax partner at Community Accounting Partners of FL, PLLC, specializing in accounting and tax services for homeowners associations. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a risk-tolerance questionnaire to guide asset allocation and provides managed portfolios primarily through its wrap-fee program, combining discretionary portfolio management with access to third-party money managers.

Gregory Madison is a financial advisor at MissionSquare Retirement with nine years of industry experience. He holds a Series 65 designation and has worked previously at DWC The 401k Experts and Slavic Integrated Administration. Madison is based in Palm Springs, FL. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services, using investment advice and model portfolios developed by Morningstar Investment Management.

Vincent Maiorano is a financial advisor at B. Riley Wealth Advisors, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at B. Riley Wealth Advisors since 2016, including time at B. Riley Wealth Management and National Securities Corp. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a variety of investment programs and manages approximately $4.21 billion in client assets through a team of about 173 advisors.

Jay Gershman is a financial advisor with Redhawk Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to joining Redhawk, he worked at Securities America Advisors, Inc. and Securities Service Network, Inc. He also serves as President Elect of a fraternal cemetery association. Redhawk Wealth Advisors provides wealth management and financial planning services to individuals, families, trusts, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation across various asset classes, with portfolios monitored by a weekly investment committee.

John Lauroesch is a CFA® charterholder with 13 years of industry experience and has been with Belpointe Asset Management LLC since 2015. He holds Series 63 and Series 65 licenses and serves on the Board of Trustees for the Adirondack Health Foundation. Belpointe Asset Management provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base, employing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance. The firm also supports proprietary funds and offers a variety of affiliated business services alongside its advisory practice.

Haitham Ashoo is a financial advisor at The Mather Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Pillar Wealth Management, LLC for 16 years. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with customizable portfolio options and integrates AI and machine-learning tools alongside human oversight.

Ioannis Profylienos is a financial advisor at Manning & Napier Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Equitable Advisors and Capital Analysts. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, managing discretionary separately managed accounts and offering specialized advisory solutions. The firm employs a team-based investment process that integrates top-down macro analysis with bottom-up security selection and operates affiliated trust and broker-dealer entities.

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.