Francis Bautz Jr. is a financial advisor at Merit Financial Advisors with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at LPL Financial, Stratos Wealth Partners, and Purshe Kaplan Sterling Investments. Bautz also provides insurance advice tailored to client needs. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers a range of services such as asset management, financial planning, and employee financial wellness programs.

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 has been with Greenwich Wealth Management since 2006 and previously worked at Private Client Services. Outside of his advisory role, he is a founding member of Catalus Capital Management, LLC, a private family office, and is involved with Limin Holdings LLC, which is pursuing a banking license in the Eastern Caribbean. Greenwich Wealth Management provides advisory services to high-net-worth individuals, families, trusts, charitable organizations, and institutional clients. The firm employs a range of strategies using fundamental, technical, and macro analysis across multiple investment vehicles and also manages pooled and institutional portfolios, including wrap-fee programs.

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 credentials and bringing 24 years of industry experience. His career includes positions at Lincoln Investment, Legend Equities Corporation, and Invest Financial Corporation. Outside of advisory work, he serves on the board of PlantToday, a missions organization, and is involved with Primal Initiative Inc., a community enrichment organization. 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 through both discretionary in-house teams and non-discretionary third-party advisors, using proprietary tools and maintaining institutional relationships to support a broad range of investment and retirement-plan services.

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.

Peter Ream is a financial advisor at Capital Analysts with 22 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes positions at Lincoln Investment, HSBC Securities, PNC Investments, Securian Financial Services, and Morgan Stanley. Capital Analysts serves retail and institutional clients such as individual and 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 independent advisors and firm-managed programs.

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 Series 63 and Series 65 licenses and has been with World Equity Group since 2015. Outside of his advisory role, he is a CPA providing tax preparation and bookkeeping services and serves as a tax partner at Community Accounting Partners of FL, PLLC, focusing on homeowners associations. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, high-net-worth clients, and various institutional entities. The firm’s approach includes managed portfolios through wrap-fee programs that combine discretionary portfolio management, financial planning, and third-party money manager access.

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.

Ioannis Profylienos is a financial advisor with Manning & Napier Advisors, LLC, holding a Series 66 license and 15 years of industry experience. He has worked at several firms including Equitable Advisors, Merrill, and Edward Jones. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, while also managing discretionary separately managed accounts and offering non-discretionary advice to various proprietary funds. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection and operates with distinctive structural features including an affiliated trust company and a limited-purpose broker-dealer.

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.