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 with Wedbush Securities Inc. in Jupiter, FL, holding Series 65 and Series 63 licenses and bringing 34 years of industry experience. He 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. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers a wide range of services such as wealth management, fixed income, commodities, securities lending, and capital markets, and acts as both an adviser and broker-dealer.

David Hannay is a CFP® professional with 16 years of industry experience. He has been with Gladstone Wealth Partners since 2017, following seven years at Henry & Hannay Wealth Management. Outside of advisory services, he operates Hannay Financial Services, LLC, providing tax return preparation for individuals, partnerships, and S corporations. 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 solutions, with an emphasis on retirement-plan service delivery and institutional manager relationships.

Codie Allen is a Series 66-licensed financial advisor at Elevation Point Wealth Partners, LLC with 18 years of industry experience. He previously worked for UBS Financial Services Inc. for 11 years. Outside of his advisory role, he serves as Treasurer and Board Member of the Kingdom Training Foundation, overseeing its budget and fund use. Elevation Point Wealth Partners is a multi-team investment adviser managing approximately $8.29 billion in assets across 53 advisors. The firm serves a range of clients including individuals, retirement plans, and corporations, utilizing model portfolios with tactical asset allocation and incorporating third-party managers as part of its investment approach.

Charles Massie is a CFP® with 22 years of industry experience, currently serving as an investment adviser representative at Blackridge Asset Management, LLC since 2019. He previously worked at Park Avenue Securities and Guardian Life Insurance Company, and he is president of Charles Abels Massie, CPA, PA, an accounting firm specializing in tax preparation. He also leads Massie & Associates Financial Planning Group, focusing on insurance and financial planning. 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 operates through a network of advisers and uses a combination of affiliated platforms and third-party managers to deliver tailored portfolio management and estate-planning referrals.

Paul Blatz is a CFA® charterholder with nine years of industry experience. He currently serves at Certuity, LLC and previously worked at Finemark Bank & Trust and GenSpring Family Offices, LLC. Certuity, LLC manages approximately $3.30 billion and provides investment advisory, financial planning, family office, and consulting services to high- and ultra-high-net-worth clients, private foundations, endowments, and pooled investment vehicles. The firm employs a long-term, buy-and-hold investment approach integrating fundamental and quantitative analysis, asset allocation, and diversification, while also offering OCIO and access to private markets through differentiated fund structures.

Chloe Sandler is a CFP® and holds a Series 65 license, with three years of industry experience. She is currently with Certuity, LLC and previously worked at Camden Capital and J.P. Morgan Asset Management. 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 approach that combines fundamental and quantitative analysis.

Herbert Friedman is a financial advisor at Portfolio Medics, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Portfolio Medics since 2018. Prior to that, he was with New Century Financial Group LLC and Royal Alliance Associates, INC. from 1994 to 2018. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-HNW and high-net-worth individuals, offering a blend of strategic and tactical investment approaches, including model portfolios and a mix of passive and active strategies.

Alfred Townsend V is a CFP®-certified financial advisor with 10 years of industry experience, currently with Advisory Services Network since 2021. His prior roles include positions at Regal Investment Advisors and CS Advisors, among others. Outside of advisory work, he is an independent insurance agent focusing on life insurance, annuities, and long-term care insurance. Advisory Services Network is an enterprise firm with over 200 independent advisors serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets through a variety of investment and advisory strategies.

Berton Brown is a Series 66-registered financial advisor with 18 years of industry experience. He is currently with CreativeOne Wealth, LLC and has previously worked at Gladstone Wealth Partners and Primoris Wealth Advisors. Outside of advisory roles, he owns a wellness franchise, OsteoStrong, LLC, and is involved with Health Meets Wealth Insurance, selling insurance-related products and referring business to his advisory firm. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement consulting services to individuals, corporations, and charitable organizations, utilizing a platform that incorporates proprietary ETF-based models, third-party managers, and option strategies.

Stephanie Dunbar is a CFP® and holds a Series 65 license with four years of industry experience. She is currently with Dakota Wealth, LLC and previously worked at Hightower Advisors, Vigilant Wealth Management, and Perspecta Trust. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, business enterprises, pooled investment vehicles, and registered investment companies. The firm constructs customized portfolios using diversified allocations and employs a research process that combines fundamental, technical, cyclical, and charting analysis.

Douglas Swenson is a financial advisor with SVB Wealth, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has worked at BP Wealth Management, LLC since 2014 and Banyan Partners, LLC since 2011. Outside of finance, he is a certified arborist involved in commercial landscaping and tree farming, and he also participates in identity theft recovery and marketing through a separate business. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients with wealth management, financial planning, and retirement advisory services. The firm utilizes both affiliated and third-party managers, employing fundamental, quantitative, and technical analysis overseen by an Investment Committee, and operates as a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Company.

Vinessa Siano is a financial advisor at Merit Financial Advisors with 10 years of industry experience. She holds Series 66, Series 65, and Series 63 licenses. Her prior roles include positions at Ameriprise and Catholic Charities Diocese of Palm Beach. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by an internal Investment Management team and Investment Committee.

Kristen Smigelski is a CFP® with 10 years of industry experience, currently affiliated with Regal Investment Advisors LLC in Palm Beach Gardens, FL. Her prior experience includes roles at Regulus Financial Group, Questar Asset Management, and RB Financial Advisors. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management through independent advisers to a diverse client base including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party model portfolios, granting advisers the ability to select and manage allocations with discretionary authority.

Sean Coffey is a financial advisor at Blackridge Asset Management, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Thurston Springer Financial and Peak Brokerage Services, where he also serves as Operations Manager. Prior to his advisory roles, he held positions at Florida Atlantic University and Florida State University. Blackridge Asset Management provides financial planning, investment management, and related consulting services through a network of investment adviser representatives. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations, offering tailored portfolio management and access to model portfolios and third-party managers.

Alan Morris is a financial advisor with Advisory Services Network holding a Series 66 designation and 14 years of industry experience. He has worked at Crown Capital Securities, LP, Calton & Associates, Inc., and has been with Advisory Services Network since 2023. Outside of his advisory work, Morris is president of Topline Printing & Graphics, Inc., a printing and marketing company, and serves as an instructor for American Financial Education Services. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Robert Layton is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His prior roles include positions at firms such as Avanti Securities, Ocean Financial Advisors, and Allaria Securities LLC. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager introductions. The firm employs a range of discretionary portfolio management and model portfolio strategies, including market-timing and momentum-based approaches in its legacy programs.

Lisa Matthews is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked with Truist and its predecessor firms since 2014. Matthews serves as a board member and director of the East Coast Estate Planning Council. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program combining discretionary and non-discretionary approaches, supported by third-party platforms and AI-enhanced research.

John Puritz is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His background includes roles at PFS Investments, Primerica Financial Services, and community involvement with local churches. Outside of his advisory work, he is an author, speaker, and podcast host focused on personal development and also performs as a freelance drummer for local bands and churches. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning options. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes both traditional asset allocation and tactical trading strategies.

Jeff Sellers is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He holds a Series 63 designation and previously worked for Raymond James & Associates for 23 years before joining Janney Montgomery Scott in 2020. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various wrap and advisory programs.