Jill Rance is a financial advisor at Dakota Wealth, LLC with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Dakota Wealth since 2018, following four years at Boston Private Wealth LLC. Dakota Wealth Management provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, trusts, retirement plans, and charitable organizations. The firm constructs customized portfolios using a variety of investment vehicles and employs research that combines fundamental, technical, cyclical, and charting analysis.

Matthew Spilfogel is a financial advisor with Novem Group in Jupiter, FL, holding a Series 65 designation and two years of industry experience. Prior to joining Novem Group, he worked at Antimicrobial Solutions, LLC, Temple Torat Emet, and G-Star School of the Arts. Novem Group provides ongoing portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis and offers a range of investment strategies across multiple asset classes.

Richard Robinson is a financial advisor at KCD Financial, Inc. He holds a Series 66 designation and has been in the industry since 2024. His prior experience includes work at Guided Financial Advisors and positions outside the financial sector before entering the advisory field. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 39 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 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 and securities licenses Series 65 and Series 66. Prior to joining Arax Advisory Partners in 2025, he spent over a decade at Schechter Investment Advisors, LLC. He serves as a trustee and chairs the investment committee of the Detroit Historical Society and is involved with the investment committees of several nonprofit organizations, including the Zekelman Holocaust Center and the Detroit Symphony Orchestra. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, with a distinctive use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

James Scott is a CFP® with 18 years of industry experience currently with Simplicity Wealth. He previously worked at Concierge Financial, Inc. for eight years and Regal Investment Advisors LLC for four years. In addition to his financial advisory work, he is an independent insurance agent specializing in fixed annuity, life insurance, and health, dental, and Medicare insurance sales. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach primarily using ETFs and mutual funds, supports third-party model managers through due diligence and monitoring, and combines advisory services with technology and operational platforms for other advisers.

Manuel Cukaj is a financial advisor at Certuity, LLC with two years of industry experience. He holds a Series 65 credential and has worked at Certuity since 2023. His prior roles include positions at Nova Southeastern University, Rialto Markets, Marquette University, and Engelhorn. Certuity manages approximately $3.30 billion and provides investment advisory, financial planning, family office, and investment consulting services to high- and ultra-high-net-worth clients, private foundations, endowments, family offices, and pooled investment vehicles. The firm combines fundamental and quantitative analysis with a long-term, buy-and-hold investment approach, and offers distinct structures including fund-of-funds and private market investments.

Vincent Cuomo is a financial advisor with Cary Street Partners, holding Series 65 and Series 63 licenses and totaling 12 years of industry experience. His work history includes roles at Pursuit Wealth Management, City National Bank, and Esquire Bank. He serves as chairman of the Florida Bar Foundation Investment Committee and is a board member of the Florida Bar Advertising Committee, with additional involvement in the Florida Bar Unlicensed Practice of Law Committee. Cary Street Partners serves a diverse client base that includes individuals, corporations, trusts, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to proprietary strategies and third-party managers, using a client profile-driven approach supported by AI tools and human oversight.

Christopher Reagan is a financial advisor at Meridian Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at PRUCO Securities, The Prudential Insurance Company of America, Mass Mutual Investors Services, and Metropolitan Life Insurance Company. Reagan is also involved with Meridian Insurance LLC, where he sells life insurance and fixed annuities. Meridian Wealth Management, LLC serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, employing a tailored investment approach that includes equities, ETFs, mutual funds, fixed income, and occasional alternative investments.

Christian Searcy Jr. is a CFP® professional with 23 years of experience in the financial industry, currently serving at Cary Street Partners since 2026. His prior experience includes roles at Pursuit Wealth Management LLC, Kovack Advisors, Inc., and UBS Financial Services Inc. He serves as a board member for the UVA Club of the Palm Beaches, organizing events and acting as a liaison for the University of Virginia. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, and institutional clients, offering services such as portfolio management, financial planning, and retirement plan fiduciary services. The firm utilizes a client-profile-driven investment approach, proprietary strategies, sub-advisers, third-party managers, and AI tools to support portfolio management and decision-making.

Elizabeth Rockwell is a CFP® with 20 years of industry experience currently serving at Summit Financial, LLC. She previously worked at UBS Financial Services Inc. and Fieldpoint Private Securities LLC. Rockwell serves as a Trustee for the Greenwich Historical Society, which focuses on preserving local history and educational programs in Greenwich, Connecticut. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, blending discretionary and consultative approaches to meet client needs.

Stephen Mergler is a financial advisor at SVB Wealth with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Boston Private Wealth LLC from 2014 to 2022 before joining SVB Wealth. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients with wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a documented due diligence process to select and monitor third-party managers and offers discretionary and non-discretionary account management through its investment adviser representatives.

Michael Otoole is a financial advisor at Lanark Financial, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NBC Securities, Inc. since 2015. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to individuals, ERISA-qualified accounts, trusts and estates, businesses, and institutional clients. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering multiple advisory programs that utilize discretionary manager selection, model portfolios, and overlay management.

Robert Wroblewski is a financial advisor with Momentum Independent Network Inc. in North Palm Beach, FL, holding a Series 63 designation and 30 years of industry experience. He has worked at SWS Financial Services Inc. since 2015 and has been self-employed since 2001. Outside of advisory services, he owns and operates a Medicare supplement and advantage insurance business as well as a tax preparation service. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage relationships. The firm utilizes third-party managers and Envestnet for investment advice and account management, offering a range of investment advisory programs, managed accounts, financial planning, and brokerage services.

Bradford Smithy is a financial advisor at Elevation Point Wealth Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services, INC across multiple periods between 2016 and 2024. Smithy serves on the boards of two charitable organizations focused on supporting families and children in Florida. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves a diverse client base including high-net-worth individuals, retirement plans, and corporations, employing a model portfolio investment approach that integrates tactical asset allocation across various investment vehicles and incorporates third-party managers and strategies.

James Malaussena is a financial advisor with BFC Planning, Inc. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining BFC Planning in 2021, he worked at Berthel Fisher & Company Financial Services, Inc. since 2007. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, and trusts. The firm provides financial planning, portfolio management, and access to various investment platforms and third-party managers through a network of approximately 200 advisors.

Adam Levy is a financial advisor at Andersen with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Andersen Tax LLC since 2006. Andersen provides full-service investment consulting, limited professional consulting, and performance measurement and reporting to successful individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, focusing on strategic investment plans, portfolio optimization, and consolidated performance reporting integrated with tax and financial planning.

David Weiland is a financial advisor with Integrity Advisory Solutions, holding a Series 65 designation and eight years of industry experience. Prior to joining Integrity Advisory Solutions in 2025, he worked at AlphaStar Capital Management, LLC for five years and Regal Investment Advisors, LLC for three years. He is also a Regional Sales Director at The Assurance Group, where he manages and supervises sales agents involved in fixed insurance and annuity sales. Integrity Advisory Solutions serves a diverse client base, including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a network model and third-party platforms to provide customized investment strategies across multiple asset classes.

Christopher Adams is a financial advisor at Citizens Private Wealth with six years of industry experience. He holds the CFA® designation and Series 63 license. His prior experience includes roles at HSBC Private Bank and SunTrust Advisory Services. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, supported by its affiliation with Citizens Bank, which offers additional product and operational features.

James Pankey is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Latitude Advisors since 2019 and GWN Securities Inc. since 2011, while also maintaining a full-time CPA practice. Pankey is based in Wellington, FL. Latitude Advisors serves individual and business clients, including high-net-worth investors, providing financial planning, discretionary portfolio management, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Gregory Marino is a financial advisor at Certuity, LLC with one year of industry experience. He holds the Series 65 designation and has prior experience affiliated with the University of Denver and The Benjamin School. Certuity manages approximately $3.30 billion and provides investment advisory, financial planning, family office, and investment consulting services to high- and ultra-high-net-worth clients, private foundations, endowments, family offices, and pooled investment vehicles. The firm employs a long-term, buy-and-hold investment approach that combines fundamental and quantitative analysis with an emphasis on asset allocation and diversification.