John Spengler is a financial advisor at Venture Visionary Partners LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and Purshe Kaplan Sterling Investments. He is also a licensed independent insurance agent. Venture Visionary Partners LLC provides investment advisory and financial planning services to individual and high-net-worth clients, retirement plans, trusts, charitable organizations, and small businesses, using customized portfolios and a variety of investment strategies.

Francis Bautz Jr. is a financial advisor with Merit Financial Advisors in Boynton Beach, FL. He holds Series 63 and Series 66 credentials and has 27 years of industry experience. Bautz has worked at several firms, including Purshe Kaplan Sterling Investments, Stratos Wealth Partners, LPL Financial, Osaic FA, and A. G. Edwards & Sons, Inc. He also provides insurance advice based on client needs. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach overseen by an internal management team and investment committee, offers customizable model portfolios, and provides both wrap and non-wrap account options.

Arthur Bernaducci is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include working with The Retiring Baby Boomer Group, LLC, Retirement Income Advisory Group LLC, and USA Financial Securities Corporation. In addition to advising, he has been an independent insurance agent for nearly three decades. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform used by independent advisers, typically implementing strategies through third-party sub-advisers and model portfolios on both discretionary and non-discretionary bases.

Michael Freeburg is a financial advisor at Greenwich Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Greenwich Wealth Management since 2006, following a one-year tenure at Private Client Services. He is a founding member of Catalus Capital Management, a private family office management company, and serves as a member of Limin Holdings LLC, overseeing a banking license application in the Eastern Caribbean. Greenwich Wealth Management provides investment supervisory services to high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans. The firm offers discretionary portfolio management and financial planning, building bespoke portfolios using fundamental, technical, and macro analysis across a broad range of instruments.

Marco Triassi is a financial advisor at Cardinal Point Wealth Management with a Series 65 designation and over a decade of industry experience. His career includes roles at RBC Wealth Management and Scotia Bank MD Private Investment Council prior to joining Cardinal Point Capital Management. Cardinal Point Wealth Management serves individual and high-net-worth clients, trusts, estates, and business entities by offering discretionary portfolio management, financial planning, tax preparation, and non-discretionary investment advice. The firm employs a long-term, globally diversified asset-allocation approach combining low-cost core exposures with quantitatively screened satellite positions and tactical adjustments.

James Beck is a financial advisor at Momentum Independent Network Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Momentum Independent Network since 2012. Outside of his advisory work, Beck serves as president of Friends of Neuman, a volunteer group supporting the Catholic Campus Ministry in Boca Raton, FL. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients, offering advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services. The firm utilizes third-party managers and Envestnet for investment management and integrates with Hilltop affiliates for municipal bond strategies and cash management solutions.

Maria Maloney is a financial advisor at New Edge Wealth with six years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Bank of America. Prior to her financial career, she was involved with Canopy Road Cafe and Florida State University. New Edge Wealth serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, using a combination of independent managers, model strategies, and proprietary solutions supported by AI-assisted analytics.

Sergio Esteves is a financial advisor with Capital Analysts in Wellington, FL, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has previously worked at Lincoln Investment, Legend Equities Corporation, and Invest Financial Corporation. Outside of his advisory role, Esteves is a board member of PlantToday, a missions organization, and Primal Initiative Inc, which focuses on community enrichment through classes and events. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and an in-house investment team that utilizes a proprietary mutual fund screening process.

Lindsay Torres is a financial advisor with ValMark Advisers, Inc. and holds a Series 66 designation. She has nine years of industry experience and has been with The Miller Financial Group since 2016, where she also serves as Chief Operating Officer of TMFG, LLC. Her role includes leadership and management of client service teams as well as client retention. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach focuses on diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from ValMark’s investment committee.

Timothy Georgen is a financial advisor at Williams Jones Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Fisher Investments, Securities America, Inc., Saybrus Equity Services, Inc., Saybrus Partners, Inc., and The Vanguard Group, Inc. He has been with Williams Jones Wealth Management since 2024. Williams Jones Wealth Management serves high-net-worth individuals, families, and various institutional clients, offering portfolio management, financial planning, and access to private investment vehicles. The firm’s investment approach typically involves concentrated portfolios with a focus on mid-to-large cap equities using a growth-at-a-reasonable-price strategy and active, tax-aware fixed-income management.

Paul Dipietro is a CFP®-designated financial advisor with 25 years of industry experience. He has been with Pinnacle Investments, LLC since 2019 and previously worked at Dawson James Asset Management and Dawson James Securities Inc. from 2012 to 2019. Pinnacle Investments, LLC is a multi-team advisory firm with approximately 57 advisors managing over $1.2 billion. The firm serves individuals, retirement plans, trusts, estates, and institutional clients, offering financial planning, portfolio management, and advisory consultations using both fundamental and technical investment strategies.

Peter Ream is a financial advisor with Capital Analysts based in Boynton Beach, FL. He holds Series 63, Series 65, and Series 66 licenses and has 22 years of industry experience. Prior to joining Capital Analysts in 2020, he worked with firms including HSBC Securities, PNC Investments, and Morgan Stanley. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and an in-house investment management team.

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, Florida Financial Advisors, and Purshe Kaplan Sterling Investments. He is also involved with Guided Financial Advisors, an insurance-related business based in West Palm Beach. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm offers asset management, financial planning, and access to third-party management programs with investment strategies tailored to clients’ goals and risk tolerance.

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 at World Equity Group, Inc. with 11 years of industry experience. He holds the Series 65 and Series 63 designations and has been with World Equity Group since 2015. Outside of his advisory role, he works as a CPA providing tax preparation and bookkeeping services, and serves as a tax partner for Community Accounting Partners of FL, PLLC, where he oversees tax preparation staff and clients. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm combines discretionary portfolio management with financial planning and third-party money managers, using a risk-tolerance questionnaire to guide asset allocation.

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.