Hayley Snell is a financial advisor with LRI Investments, holding a Series 66 designation and eight years of industry experience. She has worked with Lindberg & Ripple and M Holdings Securities since 2016 and currently serves as Chief Compliance Officer at LRI Investments. LRI Investments, LLC is a team of 25 professionals managing approximately $2.78 billion in assets, offering financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and state and municipal government entities. The firm emphasizes customized asset allocation with a long-term investment orientation and provides both discretionary and non-discretionary services.

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 with Advisory Services Network in Palm Beach, FL. He holds Series 65 and Series 66 licenses and has six years of industry experience, including prior roles at U.S. Bank NA and Wells Fargo Clearing. He has been with Advisory Services Network since 2020. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing various securities and third-party managers to develop strategies aligned with clients’ objectives and risk tolerances.

William Callahan IV is a financial advisor at Pinnacle Investments, LLC with 34 years of industry experience. He holds a Series 63 designation and has previously worked at Ameriprise Financial Services and Morgan Stanley. Outside of his advisory role, he mentors foster children through Place of Hope Ministry and is the author of a memoir and a book on Christian faith. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion in assets through approximately 57 advisors, serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers customized investment programs using fundamental and technical analysis and operates both as an SEC-registered investment adviser and a registered broker-dealer with insurance licensing.

Jordan Brooks is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has 15 years of industry experience, including previous roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Merrill. Outside of advisory work, Brooks serves as Vice President of Sales and Marketing at SteadPoint Insurance Group, a workers compensation insurance provider. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm provides a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing various securities and third-party managers to meet client objectives.

Antonio Taddeo is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Gladstone Wealth Partners since 2025. Prior to this, he spent 13 years with Financial Planning Associates, LLC, and one year at Lenox Advisors, Inc. Outside of his advisory role, he engages in insurance sales on a part-time basis. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm offers a range of investment solutions and financial planning services, with investment approaches tailored at the representative level and supported by platform-level due diligence and retirement-plan consulting capabilities.

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 III is a financial advisor with Dakota Wealth, LLC, holding a Series 63 credential and bringing 27 years of industry experience. He has worked at several firms including Boston Private Wealth Management and The Colony Group, LLC. In addition to his advisory role, Raimondi provides legal and estate planning services as an attorney with GML Associates, PC. Dakota Wealth, LLC serves a diverse clientele including individuals, trusts, foundations, retirement plans, and business enterprises, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm employs a primarily long-term, customized investment approach and is involved in managing pooled and private fund structures as well as serving as a sub-advisor to a registered ETF.

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.

Shubert Cineus is a financial advisor at Foundations Investment Advisors LLC with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Northwestern Mutual and Penn Mutual Life Insurance Company. Cineus is also the author of the book *The Secrets of Becoming Tax-Efficient in Retirement and Creating Guaranteed Income For Life*, which focuses on tax-efficient retirement planning and lifetime income strategies. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach to manage investments.

Jill Rance is a financial advisor with Dakota Wealth, LLC in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses with 19 years of industry experience. She has worked at Dakota Wealth since 2018 (formerly Oakmont Partners) and previously held roles at Boston Private Wealth LLC and Banyan Partners, LLC. Dakota Wealth advises a diverse client base including individuals, trusts, foundations, retirement plans, and business enterprises. The firm employs a long-term, customized investment approach using various asset classes and also acts as an investment manager for pooled vehicles and serves as a sub-advisor to a registered ETF.

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 as well as Series 65 and Series 66 licenses. Prior to joining Arax, he spent over a decade at Schechter Investment Advisors and held roles at Telemus Capital and its affiliates. He serves as a trustee and chairman of the investment committee for the Detroit Historical Society and holds investment committee positions with several other nonprofit organizations. Arax Advisory Partners offers wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary, asset-based approach using both in-house portfolio teams and external managers, with a blend of traditional and alternative investments, supported by AI tools and third-party analytics.

Roger Wall Jr. is a financial advisor at Genter Capital Management in West Palm Beach, FL, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at IMST Distributors, LLC and Northwestern Mutual Wealth Management Company. Genter Capital Management provides discretionary investment supervisory services to individual and institutional clients, including pension plans, foundations, and government entities. The firm employs a multi-team advisory approach combining fundamental and quantitative analysis across equity and fixed-income portfolios, and it serves as adviser and sub-adviser to multiple investment funds and ETFs.