Audrey Drossner is a financial advisor at Summit Financial, LLC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Symphonic Securities and Symphonic Financial Advisors from 2008 to 2023. Outside of her advisory role, she is involved in trust management as a trustee for several family trusts and owns an accounting firm, Oracle Capital Strategies, LLC. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services.

Bonnie Dodson is a Certified Financial Planner® with 44 years of industry experience. She is currently with Advisory Services Network and has previously worked at AD Private Wealth, Raymond James Financial Services, and UBS Financial Services. She is also an insurance agent specializing in life and variable insurance since 1994. Advisory Services Network is an independent enterprise serving individuals, families, corporations, and charitable organizations through a network of over 200 Investment Adviser Representatives. The firm offers portfolio management, financial planning, and retirement-plan consulting across a range of investment products and strategies, managing approximately $8.6 billion in client assets.

Thomas Nieves is a financial advisor at BFC Planning, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Centaurus Financial Inc., CETERA Advisor Networks LLC, and Summit Financial Group. Nieves is based in West Palm Beach, FL. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, referrals to outside managers, and other services, utilizing various platforms and investment approaches tailored by individual advisors.

Jennifer Tang is a CFP® professional with seven years of experience in financial advising. She has worked at Facet Wealth, Inc. since 2021 and was previously employed at Noesis Capital Management Corp. from 2001 to 2019. Tang is based in West Palm Beach, FL. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a wide range of households through phone, video, and a proprietary web platform. The firm offers model-based asset allocations predominantly using exchange-traded funds and employs technology-driven processes for tax optimization and portfolio management.

Richard Elliott is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Facet Wealth and previously held roles at Citizens Securities, Citizens Bank, Price Waterhouse Coopers, Mercer Global Advisors, and TIAA-CREF. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households through phone, video, and a proprietary web platform. The firm employs technology-driven, model-based asset allocations with a flat subscription fee structure rather than percentage-of-assets fees.

Andrew Tupler is a CFP® with 30 years of industry experience. He is currently with Kintra Wealth, LLC and Mutual Securities, Inc., having previously worked at Tupler Financial and Commonwealth Financial Network for 24 years. Outside of his advisory roles, he serves as an expert witness in investment-related matters. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and fundamental security analysis with model-driven asset allocation, implementing strategies on a household basis to optimize tax efficiency.

Francis Bermudez is a financial advisor at Capital Analysts with two years of industry experience and holds a Series 66 designation. Prior to his current role, he has worked at Lincoln Investment and has long-standing experience in education as a music teacher in the School District of Palm Beach County. Outside of finance, Bermudez manages lifeguards at Rapids Water Park and works as a music teacher and performer. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers a range of portfolio management services and integrates discretionary investment management with independent advisor input, supported by proprietary research and institutional relationships.

Howard Friedman is a financial advisor with Private Client Services, LLC, holding the ChFC® designation and Series 65 and 63 licenses, and has 17 years of industry experience. His career includes roles at firms such as LPL Financial, Cetera Advisors, and Equitable Advisors. Outside of financial services, he is the owner and operator of Baltimore Steel Knifemakers LLC, a manufacturer of handmade knives. Private Client Services is an SEC-registered independent investment adviser serving individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm employs a discovery-driven process focused on risk profiling and tailored platform selection, offering both advisory and commission-based brokerage services through a network of investment adviser representatives.

Mark Samson is a financial advisor at XML Financial Group with 36 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors from 2012 to 2022. Samson is a principal at BR Financial Associates Management Company, LLC, involved in managing entities related to XML Financial. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves nearly 2,900 clients with a range of services including discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investment opportunities.

Luken Cisick is a financial advisor at ON Investment Management Company with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked in several firms including Chelsea Financial Services and Evershore Financial Group. Outside of his advisory role, he is involved in insurance sales. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and plan sponsors with financial planning, portfolio management, and retirement-plan services. The firm offers a mix of discretionary and non-discretionary investment programs and operates a dual-registration model that includes broker-dealer activities.

Daniel Limmer is a CFP® professional with 33 years of experience in financial advising. He is currently with Procyon Advisors, LLC and Purshe Kaplan Sterling Investments, Inc. Prior to this, he worked at American Portfolios Financial Services, Inc. and Innovative Planning Services. In addition to his advisory work, he consults on health and wellness marketing through Supreme Self Wellness. Procyon provides investment management, financial planning, retirement-plan advisory, and institutional consulting services to a diverse client base including individuals, high-net-worth families, trusts, businesses, and government entities. The firm manages approximately $9.2 billion in client assets and utilizes a combination of fundamental analysis, internal portfolio construction, and access to independent managers.

Michele Miranda is a Series 65-licensed financial advisor at Gradient Advisors, LLC with four years of industry experience. She is also the owner and president of Pre-Planning Solutions, Inc., which provides educational seminars and marketing materials focused on funeral, cremation, and estate planning. Additionally, she owns M&N Marketing Insurance Services, Inc., a general agency offering insurance and annuity solutions. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through Investment Advisor Representatives and third-party money managers, emphasizing a non-discretionary model with detailed client risk analysis and portfolio strategies.

Ralph Tumolo is a financial advisor at Capital Analysts with 44 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 13 years with Legend Equities Corporation and 12 years with Osaic FA, Inc. Outside of advisory work, he serves as president of Teacher's Financial Services, an insurance sales and consulting business. Capital Analysts provides portfolio management, custom and model portfolios, and retirement-plan advice to a diverse client base including individuals, trusts, foundations, businesses, and charitable organizations. The firm offers both discretionary and non-discretionary investment management through a proprietary mutual-fund screening process and maintains institutional relationships to support its investment offerings.

Massimo Santicchia is a financial advisor at Procyon with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Cypress Capital Group and Crest Investment Partners. He is also involved with Alpha Quant Models LLC, where he develops and licenses quantitative investment strategies. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base including individuals, high-net-worth families, trusts, businesses, and government entities. The firm manages approximately $9.2 billion in assets using fundamental analysis and combines internal portfolio construction with access to independent managers and technology-driven decision support.

Saralynn Golob is a financial advisor with Chelsea Advisory Services, Inc. in Lake Worth, FL, holding Series 65 and Series 63 licenses and with 11 years of industry experience. Her prior experience includes roles at Park Avenue Securities and Guardian Life Insurance, and she has operated The Tax Coach, LLC, providing tax preparation services since 2004. Chelsea Advisory Services offers financial planning, investment advisory, and consulting services to individuals, including high-net-worth clients, trusts, and some corporate entities. The firm employs a fundamental, long-term investment approach, generally managing portfolios on a discretionary basis with diversified holdings across multiple asset classes.

Sharon Bautz is a financial advisor with Merit Financial Advisors in Boynton Beach, FL, holding a Series 66 designation and 23 years of industry experience. She previously worked at LPL Financial, Stratos Wealth Partners, and PKS Investments. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation approach managed by an internal investment team and offers both discretionary and non-discretionary services through a network of investment adviser representatives.

Moise Derosier is a financial advisor with Global View Capital Management LLC, holding the ChFC® designation and Series 65 license. He has been with Global View Capital since 2026 and has over two decades of experience working with the School District of Palm Beach. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and operational infrastructure.

Blaine Minton is a financial advisor with New Edge Wealth, holding a Series 66 designation and 26 years of industry experience. Prior to joining New Edge Wealth in 2024, he worked at Bank of America and Merrill from 2016 to 2024. Outside of his advisory role, he is a partner and investor in Bounce, a sports bar located in Delray Beach, FL. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and institutional clients. The firm offers a broad range of advisory services, focusing on asset allocation and investor behavior, and integrates third-party model platforms alongside proprietary investment solutions.

Sean Burke is a financial advisor at Pine Valley Investments with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including AE Wealth Management, Kirsner Wealth Management, and Fidelity. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting services to individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm employs a range of investment strategies and serves both directly managed accounts and referred clients through Tri-Party Agreements.

Edward Durkin Jr. is a financial advisor at Jefferies Investment Advisers LLC with 30 years of industry experience. He has worked at Jefferies LLC since 2017 and was previously with Merrill from 1996 to 2017. Durkin holds Series 63 and Series 65 licenses. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, and various organizations. The firm offers a customized, collaborative planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning, utilizing third-party software and scenario analysis to support its recommendations.