Megan Culver is a financial advisor at AlphaStar Capital Management with over a decade of experience in the industry. She holds a Series 65 designation and has worked at Culver Total Wealth since 2013, where she is also an insurance agent. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and other advisers. The firm employs a strategic asset-allocation approach combined with quantitative analysis and momentum evaluation, offering both model and custom portfolio strategies.

Fred Ostrove is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Jefferies & Company, Inc. since 2006 and previously worked at Leucadia Asset Management LLC from 2006 to 2023. Jefferies Investment Advisers LLC offers fee-based financial planning services to a diverse client base including individuals, trusts, estates, foundations, and corporations. The firm uses a customized, collaborative process supported by third-party software to develop and periodically review comprehensive financial plans.

Clinton Trotta is a financial advisor with Thurston Springer Advisors, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc and the International Alliance of Healthcare Educators. He serves on the board of the Florida Wildlife Federation, a nonprofit organization. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, utilizing a range of investment strategies tailored to client goals.

Paul Caccomo is a financial advisor with Capital Analysts in West Palm Beach, FL, holding Series 63 and Series 65 credentials and with 47 years of industry experience. His career includes roles at Lincoln Investment, Legend Equities Corporation, and Investacorp Advisory Services. He is also the owner and operator of United Tax & Financial Services, LLC, providing tax preparation, bookkeeping services, and fixed insurance products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice, delivering investment management through both discretionary in-house teams and non-discretionary advisor-managed solutions.

Paul Wankmueller is a financial advisor at RFG Advisory, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Martin Fund Management, Blue Line Futures, and Intercontinental Exchange. RFG Advisory provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm delivers primarily discretionary investment management through model portfolios and third-party platforms, and it serves as sub-adviser to multiple ETFs while offering access to alternative investments and retirement technology solutions.

Sean Hong is a financial advisor at AssuredPartners Investment Advisors with one year of industry experience. He previously worked at Reynolds and Reynolds for eight years. Outside of his advisory role, he is involved in a rental property business. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets through a team of advisors across multiple offices and offers both discretionary and non-discretionary portfolio management along with participant education and plan fiduciary services.

Derrick Mims is a financial advisor at Simplicity Wealth in Palm Beach Gardens, FL, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including Bencor, Inc., Fortuna Advisors, LLC, and Planmember Securities Corporation. Mims is also the managing member of Turnstart Wealth, focusing on insurance products. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and other financial firms. The firm offers a range of advisory services and employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside technology and operational solutions for advisers.

Victoria Wabnig is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. Her prior roles include positions at CL Wealth Management LLC, Purshe Kaplan Sterling Investments, MML Investors Services, LLC, and Metlife Securities. Outside of her advisory work, she serves as a bookkeeper for Camp Wishe Farm, a horse boarding facility, and acts as a trustee for family trust accounts. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets, tailoring portfolios to clients’ risk tolerance, time horizon, and objectives through diversified allocations and regular account reviews.

Rhys Williams is a financial advisor at Dakota Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has prior work experience at Lowes Home Improvement, IBERIABANK, and Gibraltar Private Bank and Trust. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, foundations, retirement plans, and business enterprises. The firm offers a range of wealth management and investment services, emphasizing customized, primarily long-term portfolios and active management of private funds and registered ETFs.

Steve Erikson is a financial advisor at Valley Wealth Managers, Inc. with 20 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Valley Wealth Managers in 2024, he spent over 18 years at Hallmark Capital Management, Inc., followed by a brief retirement period. Outside of his advisory role, he is involved in business consulting. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves both institutional and individual clients, including high-net-worth households, offering discretionary portfolio management and modular financial planning based on client-specific risk and equity targets.

William Mikus is a financial advisor with Dakota Wealth, LLC in Palm Beach Gardens, FL, holding 32 years of industry experience. He has been with Dakota Wealth and its predecessor since 2018 and previously worked at Boston Private Wealth LLC. Mikus serves as chairman of the board for The Salvation Army of the Palm Beaches and is second vice president of The Palm Beach Republican Club, both organizations focused on community and educational activities. Dakota Wealth, LLC serves individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm builds customized, primarily long-term portfolios using mutual funds, ETFs, individual equities, fixed income, and other instruments, with a focus on ongoing oversight and due diligence, and it acts as a manager and general partner to private funds and as sub-adviser to a registered ETF.

Riley Hagan is a financial advisor at Compass Financial Management LLC in Sarasota, FL, holding a Series 65 credential with one year of industry experience. Prior to joining Compass, he worked at Clientswood LTD and has a background that includes roles outside finance, such as in fine dining at Wolfgang Puck Fine Dining. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm manages roughly $894 million across a multi-advisor team and employs a variety of investment strategies, including the use of individual equities, fixed income, mutual funds, ETFs, and both fundamental and technical analysis.

Jonathan Frances is a financial advisor with Triad Wealth Partners, LLC in Palm Beach Gardens, FL, holding a Series 65 designation and 16 years of industry experience. His prior work includes roles at CreativeOne Wealth, AE Wealth Management, Prosperity Wealth of Florida, and Global Financial Private Capital. He also serves as a managing member of Prosperity Wealth of Florida, where he is involved in the sale of life insurance and annuities. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform. The firm emphasizes strategic asset allocation, diversified investment strategies, and offers discretionary portfolio management alongside model portfolios and financial planning services.

Allison Mc Kay is a financial advisor with Lanark Financial, Inc. in Wellington, FL, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. She has worked at NBC Securities, Inc. since 2015. Outside of finance, Mc Kay is a professional golfer with lifetime status on the LPGA tour and teaches golf clinics and lessons. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages assets through multiple advisor teams using discretionary and non-discretionary arrangements and offers program-based accounts with a variety of sub-advisers and overlay management services.

Tyler Bashaw is a financial advisor at Kingswood Wealth Advisors, LLC with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at firms including NewBridge Securities Corporation and Benchmark Investments, Inc. Outside of advisory work, he is a member of My Venture Fund, LLC, a venture capital entity involved in managing Special Purpose Vehicle funds. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services using an open-architecture platform that incorporates third-party managers and sub-advisors, with a distinctive focus on integrating affiliated financial entities and insurance-linked account management.

Andrew Filauro is a financial advisor at Oxford Financial Group, Ltd with 11 years of industry experience. He previously worked at Steel Grove Capital Advisors, Goldman Sachs & Co., Barclays Capital Inc., and 40 North Management. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, and institutional clients by providing family office and chief investment officer services, comprehensive financial and estate planning, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative assets and operates dedicated investment teams to source and monitor managers.

Robert Hicks is a CFA® charterholder with eight years of industry experience. He currently works at SpiderRock Advisors, LLC and has held positions at BlackRock Investments, Janus Distributors LLC, and Live Long Holdings LLC. Outside of his advisory role, he has been involved in managing a fitness franchise through KHR Management LLC. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, including asset managers, registered investment advisors, and high-net-worth individuals. The firm employs a rules-based, systematic approach combining quantitative and fundamental inputs to implement strategies focused on listed derivatives and dynamic option overlays.

Andrew Flick is a financial advisor with Visionary Wealth Advisors, LLC in Palm Beach Gardens, FL, where he has worked since 2014. He holds 17 years of industry experience. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management, employing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework.

Peter Oneill is a financial advisor at Summit Financial, LLC with 33 years of industry experience. He has previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. from 1994 to 2018, and has been associated with Purshe Kaplan Sterling Investments since 2018. Outside of his advisory role, he is involved in insurance brokerage and serves as managing member of Tanistry Wealth Management. 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 along with financial planning and retirement plan advisory services, combining discretionary and consultative approaches to investment management.

Keith Brothers is a financial advisor at Gladstone Wealth Partners with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Capital One Financial Advisors LLC, and LPL Financial. Outside of his advisory role, he owns C & Co. Growth Partners, a tax preparation and accounting business, and HBFM Yacht Company. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, offering diverse investment strategies implemented at the representative level and supported by platform-level due diligence.