Christopher Beller is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Cyndeo Wealth Partners. His background includes roles at Daybright Financial, JP Morgan Securities, and JPMorgan Chase Bank. Cyndeo Wealth Partners provides financial planning, portfolio management, family office and wealth planning, and business advisory services to individuals, corporations, and middle-market business owners. The firm offers customized portfolio solutions using internal model allocations or third-party managers and operates a private pooled investment vehicle targeting income and diversification.

Eric Zeitlin is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding a Series 63 credential and over 33 years of industry experience. He has worked with Raymond James Financial Services Advisors Inc. and PWA Securities, LLC, and has been involved with Provenance Wealth Advisors and its affiliated entities since 2000. Outside of his advisory role, he serves on the investment advisory committee of the Miami Foundation. Provenance Wealth Advisors manages approximately $3.63 billion in assets for individual, institutional, and charitable clients. The firm provides portfolio management, financial planning, retirement services, and consulting, utilizing a multi-custodial platform and a variety of investment strategies including equities, mutual funds, and alternative investments.

Jeff Sondhelm is a financial advisor with Ausdal Financial Partners, Inc. in Indianapolis, IN, holding a Series 66 credential and 20 years of industry experience. He has been with Ausdal Financial Partners since 2012. Outside of his advisory role, he is also involved in insurance sales as an agent on a part-time basis. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, with strategies implemented on both discretionary and non-discretionary bases.

Jesse Pantano is a financial advisor at Mission Wealth Management, LP with 23 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Before joining Mission Wealth Management in 2022, he worked at firms including Citizens Securities, Clarfeld Financial Advisors, Mercer Global Advisors, BlackRock, TD Ameritrade, and Ameriprise. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing wealth management, financial planning, investment management, and consulting services. The firm integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

Gabriel Silva is a financial advisor at Cornerstone Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cornerstone since 2019, following prior roles at Independent Financial Partners and LPL Financial. Silva also manages Silva Wealth Management LLC, a business entity used for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model supported by LPL platform programs and technology, managing a high client load across its team of 91 advisors.

Davied Miller is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Fidelity Investments, David Lerner Associates, and DurhamLoyal Wealth Management. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, incorporating strategies such as modern portfolio theory and quantitative analysis.

Michael Wohlgemuth is a financial advisor with New Edge Wealth and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at Bank of America, N.A., and U.S. Trust/BANK OF AMERICA. Outside of his advisory work, he maintains a mineral and rock collection which he occasionally sells at mineral shows and online. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a range of advisory services from wealth strategy to portfolio management. The firm focuses on asset allocation and investor behavior, integrating independent managers and AI-assisted analytics within a multi-team structure.

Guilherme Guerra is a financial advisor at Bolton Securities Corporation holding a Series 66 license with no prior industry experience. His work history includes roles at Bolton Global Asset Management and Bolton Global Capital, as well as teaching positions at the University of Miami, Florida International University, and local schools. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers portfolio management and financial planning through a network of independent advisers, employing a variety of investment strategies primarily focused on long-term investing with options for shorter-term trades.

Gregory Bayer is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Arax Advisory Partners. He previously worked at Cetera and Cetera Advisors LLC for over a decade. Outside of his advisory role, he is the author of a published book titled "Mile & Honey" and owns a holding company called Take Five Management, LLC. 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 provides portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing a combination of in-house teams, external managers, and alternative investments.

Michael Lucarelli is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with GLP Investment Services and GLP and Associates since 2000 and owns IM & IM Services, Inc., a flow-through commission entity. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation process using quantitative techniques and manages portfolios through proprietary models, ETFs, and third-party managers.

Julia Valenzuela is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Bank of America, and CPR Investments Inc. In addition to her advisory role, she serves as a marketing representative for CPR Financial Group LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of about 89 advisors. The firm offers model portfolio solutions, discretionary asset management, financial planning, and retirement plan services, utilizing a variety of strategies and a broad affiliated-entity ecosystem.

Joseph Karl is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding a Series 66 designation and 18 years of industry experience. He has worked at Provenance Wealth Advisors since 2012 and previously held roles at Raymond James Financial Services Advisors and Osaic FA, Inc. Outside of his advisory work, Karl is involved in community organizations as a board member of the Leadership Broward Foundation and the Fort Lauderdale Chamber of Commerce. Provenance Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $3.63 billion in assets. The firm offers discretionary and non-discretionary portfolio management using a multi-custodial platform and employs various investment strategies alongside financial planning and retirement-plan services.

Noel La Montagne is a financial advisor at Verdence Capital Advisors, LLC with six years of industry experience. He holds a Series 65 credential and has been with Verdence since 2019. In addition to his advisory role, he is a certified NFL Players’ Association agent, managing client careers and negotiating player and marketing contracts through Compass Sports Advisors. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, and charitable organizations, providing discretionary portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to implement investment strategies across various asset classes and offers specialized services for family offices and professional athletes.

Henry Silva is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Apollon in 2021, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2019 to 2021, and held various roles at JP Morgan Chase Bank and J.P. Morgan Securities LLC from 2013 to 2019. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets with a network of 145 advisors across 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and other institutional clients, offering financial planning, portfolio management, retirement plan advisory, and sub-advisory services. Apollon's investment approach combines centrally managed strategy mandates with locally managed portfolios, utilizing fundamental analysis, tactical allocations, ESG risk models, direct indexing with tax overlays, and technology tools including generative AI.

Ernesto Amengual is a financial advisor at Bolton Securities Corporation with 37 years of experience in the industry. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing and Merrill. Ernesto is co-owner of ATA Advisors, LLC, an entity related to operating Bolton securities and investment advisory activities. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporate and institutional clients, and charitable organizations. The firm offers customized wealth management through a network of independent advisers and employs a variety of investment strategies, typically emphasizing a long-term approach.

David Grossman is a financial advisor at Apollon Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Raymond James & Associates, Deutsche Bank Securities, Wells Fargo Clearing, and Citigroup Global Markets. Outside of his advisory role, Grossman is involved in the sale of fixed insurance products. Apollon Wealth Management is a multi-team SEC-registered investment adviser overseeing approximately $11.56 billion in client assets across 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, pooled investment vehicles, and insurance company clients, offering financial planning, portfolio management, retirement plan advisory, and sub-advisory services. Apollon's investment approach combines centrally managed strategies with locally managed portfolios, utilizing fundamental analysis, tactical allocations, ESG risk models, direct indexing, third-party sub-managers, and technology tools including generative AI. The firm also specializes in managing pooled investment vehicles, private funds, registered products, and insurance-dedicated funds.

Michael Marinelli is a financial advisor at Trajan Wealth, L.L.C. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill, Morgan Stanley, and Diamond Asset Management. Marinelli also operates as a licensed insurance agent and occasionally offers clients insurance products. Trajan Wealth, L.L.C. provides investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ specific financial situations and coordinating with tax, estate, and insurance professionals as part of comprehensive planning.

Todd Moll is a CFP® with 35 years of industry experience, currently serving as an advisor at Provenance Wealth Advisors in Fort Lauderdale, FL. He has been with Provenance Wealth Advisors since 2000 and has prior experience with Raymond James Financial Services. Moll is also the CEO and owner of Todd A. Moll CFA PA and directs ZYH Holdings LLC. Provenance Wealth Advisors manages approximately $3.63 billion in assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers both discretionary and non-discretionary management across multiple custodians, utilizing a range of investment strategies including equities, ETFs, fixed income, and options, alongside comprehensive financial and retirement planning services.

Vincent Lapietra is a financial advisor with Wealthcare Advisory Partners LLC in Weston, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked previously at LPL Financial and Independent Financial Partners. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning approach supported by proprietary technology and an evidence-based investment framework that incorporates behavioral economics and quantitative analysis.

Sean Deviney is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Provenance Wealth Advisors since 2005 and previously worked at Raymond James Financial Services. Deviney serves as treasurer and board member for Memorial Joe DiMaggio Children's Hospital. Provenance Wealth Advisors manages approximately $3.63 billion in assets and serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management using a multi-custodial platform and employs a range of investment strategies including equities, ETFs, mutual funds, and option strategies, alongside financial planning and retirement plan services.