Jennifer Heeren is a financial advisor with SVB Wealth LLC, holding a Series 66 designation and 22 years of industry experience. She has worked at Boston Private Wealth LLC since 2017 and previously held roles at Managed Account Services, LLC and IPC. SVB Wealth LLC serves a diverse client base including individuals, trusts, estates, charitable organizations, family offices, corporations, and retirement plans, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs fundamental, quantitative, and technical analysis, maintains a formal due-diligence process for manager selection, and provides customized investment solutions with access to private fund opportunities for qualified clients.

Cary Levine is a financial advisor with B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management, holding a Series 66 designation and 27 years of industry experience. His prior experience includes roles at National Securities Corporation and Gilman Ciocia, Inc. Levine is also president of Integrity Wealth Advisors LLC and Integrity Tax, LLC, which provides tax services. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a wide range of advisory programs, financial planning, and retirement solutions.

Melanie Mc Donald is a CFP® with 18 years of industry experience. She is currently an advisor at Cary Street Partners and has previously worked at UBS Financial Services Inc. and Kovack Advisors, Inc. Mc Donald serves as president of the University of Miami Palm Beach County Canes alumni association, coordinating local initiatives. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies, serving a diverse client base that includes state and municipal government entities and insurance companies.

Harrison Page is a financial advisor at Certuity, LLC with two years of industry experience. He previously worked at Meketa Investment Group and Babson College. Certuity manages approximately $3.30 billion and provides advisory, financial planning, family office, and investment consulting services to high- and ultra-high-net-worth clients, private foundations, endowments, family offices, and other entities. 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.

Mark Bluestein is a financial advisor at Wedbush Securities Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Wedbush in 2020, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in a real estate development partnership in Bucharest, Romania. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services.

John Tassone is a financial advisor with CW Advisors, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. Prior to joining CW Advisors in 2026, he worked at several firms including FFT Wealth Management, Lido Advisors, and Boston Private Wealth. CW Advisors is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, charities, and business entities. The firm uses a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies, with centralized investment oversight and integrated services through the larger Osaic corporate group.

Elizabeth Thomas is a financial advisor with Cary Street Partners, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Her prior roles include positions at Pursuit Wealth Management, Ameriprise Financial Services, American Securities Group, and Wells Fargo Advisors. Cary Street Partners offers discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad range of investment options and proprietary strategies, with a focus on serving institutional niches such as state and municipal government entities and insurance company clients.

James Clifford is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Royal Fund Management since 2013 and also owns Lifestyle Retirement Solutions LLC, where he provides insurance products, including fixed annuities. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with portfolio management, financial planning, and pension consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to implement investment strategies aligned with clients’ risk tolerances and offers specialized services such as options writing and access to select non-traded REITs.

Christopher Callaway is a CFP® with 14 years of industry experience. He is currently with Belpointe Asset Management LLC and has held positions at firms including Independent Financial Partners, Valley Wealth Managers, and Charles Schwab. Outside of financial advising, he is the owner and boat captain of a marine services business. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and third-party models while providing various administrative services to affiliated entities.

Kathleen Burke is a financial advisor at Elevation Point Wealth Partners, LLC with 44 years of industry experience. She previously worked for UBS Financial Services Inc. for 15 years. She holds the Series 63 and Series 66 designations. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities using model portfolios and tactical asset allocation, integrating insurance distribution and annuity servicing into its advisory services.

Richard Trotta is a financial advisor at Thurston Springer Advisors with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Ameriprise Financial Services, Morgan Stanley, Citigroup Global Markets, and Wells Fargo Clearing. Trotta serves on the boards of VoteWater and Friends of the Everglades and acts as a trustee for multiple trusts involving fiduciary and executive oversight responsibilities. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, using a mix of fundamental, technical, and cyclical investment analysis across both buy-and-hold and active strategies.

Lori Price is a financial advisor at Merit Financial Advisors with 41 years of industry experience. She holds a Series 63 designation and has worked at Merit Financial Advisors since 2019. Her prior experience includes roles at LPL Financial and Private Advisor Group, LLC. She also operates Price Financial Group LLC, a business active since 1995. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base, including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach with customizable model portfolios overseen by a central investment team and offers specialized services such as fiduciary and ESOP trustee work.

Mark Purcell is a financial advisor with Certuity, LLC, holding a Series 65 designation and five years of industry experience. His prior experience includes roles at Camden Capital, LLC, C-Space, and We Are Unlimited. Certuity manages approximately $3.30 billion and serves high- and ultra-high-net-worth families and individuals, 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, asset allocation, and diversification, and also provides OCIO and investment consulting services.

Robert Hogan is a Certified Financial Planner (CFP®) with 13 years of industry experience. He currently works at The Mather Group, LLC and previously spent 38 years at Hogan Knotts Financial Group. 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 employs an evidence-based investment approach with multiple risk-based allocation models and offers customization options such as direct indexing and ESG portfolios.

Daniel Saccal is a financial advisor with Altitude Capital Management LLC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has worked previously at Wealth Watch Advisors, Vision Wealth Management, Lincoln Financial Securities Corporation, among others. Outside of his advisory role, he co-owns and serves as president of a daycare facility and is a board member of a credit union in Palm Beach Gardens. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs a variety of investment strategies tailored to client objectives and risk tolerance, managing $103.6 million in discretionary assets with a multi-team structure across 28 offices.

Garrett Alton is a financial advisor at Certuity, LLC with 17 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Wilmington Trust, BNY Mellon, M&T Securities, Alton Capital, and Pennington Partners. Certuity serves high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles, offering investment advisory, family office, financial planning, and investment consulting services. The firm focuses on asset allocation, diversification, and a long-term buy-and-hold investment approach, combining fundamental and quantitative analysis and supplementing public market strategies with access to private markets through its private fund offerings.

Joseph Grutta is a Certified Financial Planner (CFP®) with 38 years of industry experience. He is currently with Blackridge Asset Management, LLC and has previously worked at Centaurus Financial, Inc. and Peak Brokerage Services, LLC. Outside of his advisory role, he is involved in business consulting, tax preparation and planning as an enrolled agent, and sales of fixed insurance and legal shield plans through his own business entities. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a network of investment adviser representatives and offers access to model portfolios, third-party managers, and wrap programs, often employing a discretionary investment approach based on fundamental, technical, and charting analyses.

Robert Mammana is a CFP®-designated financial advisor with five years of industry experience. He currently works with Gladstone Wealth Partners and has held prior roles at LPL Financial, Fidelity Investments, Merrill, and several other firms. Outside of advisory work, Mammana has been involved with Fortis Protection Group as a security agent. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with an emphasis on integrating retirement-plan services and institutional manager relationships.

Linda Yang is a Series 66 licensed financial advisor with 18 years of industry experience. She is currently with Savvy, joining in 2026 after seven years at Marcado Asset Management LLC and previous roles including Silicon Hills Wealth Management and CAPTRUST Financial Advisors. Savvy delivers investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm emphasizes customized investment plans using primarily index-based, long-term strategies alongside active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers and fintech tools to support comprehensive wealth management.

Terra Howard is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her previous roles include positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, and she currently serves as a Supervision Principal at Peak Brokerage Services, an affiliate of her current holding company. Blackridge Asset Management delivers financial planning, investment management, and consulting services to a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a network of investment adviser representatives and utilizes a mix of discretionary portfolio management, model strategies, and third-party services supported by an affiliated turnkey asset management platform.