Giuliano Celle is a financial advisor at Certuity, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and J.P. Morgan Chase Bank, NA. 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, and pooled investment vehicles. The firm combines fundamental and quantitative analysis with a long-term, buy-and-hold investment approach, and offers outsourced CIO and private markets access through its multi-asset research and manager due diligence capabilities.

Michael Fein is a financial advisor at Apollon Wealth Management, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked previously at Commonwealth Financial Network, CIC Wealth, LLC, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is the president and sole owner of Michael B. Fein, Inc., a holding company for managing revenue and expenses related to his securities business, and he also acts as a notary. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers a range of services including financial planning, portfolio management, retirement plan advisory, and sub-advisory, combining centrally managed strategies with local portfolio management to tailor client solutions across various asset classes and specialized investment vehicles.

Christopher Beyer is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Hilltop Securities Inc. and has previously worked at Voya Investment Management, American Century Investment Services, and UBS Financial Services. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of portfolio management programs through an open-architecture platform and features custody capabilities and product offerings that distinguish it from many peers.

Holly Workman is a financial advisor at Certuity, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Foreside Funds Distributors LLC, Polen Capital Management, LLC, and the University of Georgia. Certuity manages approximately $3.30 billion and offers investment advisory, financial planning, family office, and investment consulting services to high- and ultra-high-net-worth clients, private foundations, endowments, and pooled investment vehicles. The firm’s investment approach blends fundamental and quantitative analysis with an emphasis on asset allocation and diversification, maintaining a long-term, buy-and-hold orientation.

Kristopher Bonocore is a financial advisor with Gladstone Wealth Partners in Jupiter, FL, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at Gladstone Institutional Advisory since 2019 and held prior roles at LPL Financial and Financial Engines Advisors. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to a variety of investment solutions, with an emphasis on integrating retirement-plan services and institutional manager relationships.

Amanda Courtney is a Series 65-licensed advisor at Certuity, LLC with 14 years of industry experience. She has worked at Camden Capital Management, LLC since 2009. Certuity serves high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles. The firm offers investment advisory, family office, financial planning, and investment consulting services, emphasizing asset allocation, diversification, and a long-term buy-and-hold strategy that combines fundamental and quantitative analysis.

Taylor Marsh is a financial advisor at Elevation Point Wealth Partners, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2018 to 2025. Marsh also operated his own firm, Taylor Marsh, LLC, from 2016 to 2018. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities, utilizing model portfolios with tactical asset allocation and incorporating third-party managers and private-market opportunities.

Jeffrey Boron is a Series 66 credentialed financial advisor at Blackridge Asset Management, LLC with 23 years of industry experience. He has been with Blackridge since 2015. Outside of his advisory role, he serves as President of Send Your Kids To College, a nonprofit focused on college planning consulting and forms preparation. Blackridge Asset Management provides financial planning, investment management, and related consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations through a network of investment adviser representatives. The firm uses model-based portfolio management and offers various wrap-fee programs while employing fundamental, technical, and charting analysis in its investment approach.

Robert Hudson III is a financial advisor with Gladstone Wealth Partners in Palm Beach Gardens, FL. He holds a Series 66 designation and has 22 years of industry experience. Hudson has been associated with Gladstone Institutional Advisory LLC since 2015 and operates R. P. Hudson Capital Advisors alongside his work with LPL Financial. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies including individual securities, mutual funds, alternative investments, and tax-managed approaches.

Joshua Mcglothlin is a financial advisor at Gladstone Wealth Partners with 9 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Cambridge Investment Research Advisors, JPMorgan Chase Bank, and Fifth Third Bank. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an emphasis on integrating retirement-plan services and institutional manager relationships.

Kirk Henderson is a financial advisor at Ausdal Financial Partners, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Portfolios for 16 years. Outside of his advisory role, he is the owner of Kirk Henderson Financial Services, Inc., which provides insurance products. Ausdal Financial Partners, Inc. manages approximately $2.13 billion in client assets through a network of 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both discretionary and non-discretionary strategies across a range of investment products and maintains dual broker-dealer and insurance activities.

Alfred Townsend Jr. is a financial advisor at Advisory Services Network with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked with several firms, including Regal Investment Advisors and CS Advisors. In addition to his advisory work, Alfred is an independent insurance agent and a partner in a service company related to advisory and insurance services. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent representatives. The firm offers a range of portfolio management and financial planning services, utilizing a variety of investment strategies and flexible engagement options.

William Kelly is a Series 65-licensed financial advisor with Sowell Management and has one year of industry experience. His prior roles include positions at Barclay Breland Family Office, self-employment, and teaching at Florida Atlantic University and Jupiter Community Middle/High School. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers model portfolios, sub-advisory relationships, and unified managed account solutions while supporting over 100 independent advisers.

Gannon Brown is a financial advisor at Certuity, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at Fidelity Investments. Outside of advisory work, he has been involved with Hot Birdie's Chicken. Certuity manages approximately $3.3 billion and serves high- and ultra-high-net-worth families, private foundations, endowments, family offices, and other entities. The firm combines fundamental and quantitative analysis with an emphasis on asset allocation and long-term investing, providing services including investment advisory, financial planning, OCIO, and access to private markets.

Sean Quinn is a financial advisor with International Assets Investment Management, LLC, holding a Series 63 designation and 38 years of industry experience. Prior to joining International Assets in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2007 to 2019. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management using various investment vehicles and may implement strategies via third-party money managers, sub-advisers, or wrap programs.

Mariia Eroshin is a financial advisor at Certuity, LLC with 11 years of industry experience. She holds the CFP®, CFA®, and Series 66 designations. Her prior roles include positions at UBS, Citigroup, Bank of America, and Merrill. She also teaches as adjunct faculty at the University of San Francisco. Certuity serves high- and ultra-high-net-worth families, private foundations, endowments, family offices, and pooled investment vehicles, providing investment advisory, family office, financial planning, and consulting services. The firm emphasizes asset allocation, diversification, and a long-term buy-and-hold investment approach, combining fundamental and quantitative analysis, and offers access to private markets through its private funds and manager due diligence services.

Jason Mcpharlin is a financial advisor at SVB Wealth with 20 years of industry experience. He holds a Series 65 designation and has worked at Boston Private Wealth LLC since 2016. SVB Wealth serves a diverse client base including individuals, trusts, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services, utilizing a range of investment strategies across multiple asset classes.

Timothy Ralph is a financial advisor at Merit Financial Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Stone Creek Capital Management LLC and Biltmore Capital Advisors. Outside of his advisory role, he is a managing member of Bearcat Aviation, LLC, an aircraft holding company. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable modular sleeves overseen by a central investment team.

Vien Tran is a Wealth Management Advisor with Meridian Wealth Management, LLC and holds a Series 65 credential. He has nine years of industry experience and is also the owner and Investment Advisor Representative at SAT Financial Advisors Inc., where he has worked since 2016. Tran is based in Palm Beach Gardens, Florida. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, providing discretionary portfolio management, financial planning, and retirement-plan services. The firm emphasizes IPS-driven, tailored advice and manages most client relationships on a discretionary basis using a range of investment strategies.

James Bailey is a financial advisor at Wedbush Securities Inc. with 34 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the Sportsmanship Committee of the Loveladies Tennis Club in New Jersey. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering both brokerage and SEC-registered advisory services. The firm combines broker-dealer and capital markets functions with clearing, custody, and prime services, managing approximately $5.68 billion in regulatory assets.