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 the Series 66 designation and has worked at Gladstone Institutional Advisory LLC since 2015. Outside of his advisory role, he owns a business involved in tax preparation and accounting services. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, high-net-worth investors, corporations, pension plans, and charitable organizations. The firm operates through a network of independent advisers who customize strategies and use third-party resources and technology to support client accounts and qualified retirement plans.

Mary Cosentino is a financial advisor at Dakota Wealth, LLC with 20 years of industry experience. She holds the Series 65 designation and has worked at Dakota Wealth since 2018, following 15 years at Strategic Asset Management. Outside of her advisory role, she is involved as a distributor for Young Living Essential Oils, focusing on wellness products and education. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and other entities. The firm constructs customized portfolios using diversified allocations across various asset classes, employing fundamental, technical, and cyclical research methods, and manages both proprietary and unaffiliated investment strategies.

Michael Martin is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Madison Avenue Securities since 2015 and is also president of Legacy Advisors, Inc., a firm specializing in fixed insurance sales. Martin is the author of the book *The Big Picture Blueprint for Retirement Planning, Keys to Unlocking Your Financial Freedom*. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through its network of investment adviser representatives.

Daniel Odigie is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Lincoln Financial Securities, Inc., NBC Securities Inc., and MD Capital and Wealth Management LLC, where he is also the owner and offers insurance products and practice management consulting to independent physicians. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolios and a comprehensive service model that includes insurance consulting and access to third-party investment advisors.

Olga De Value is a CFP® professional with 38 years of experience in the financial services industry. She is currently with SVB Wealth and holds a client service role at First Citizens Bank & Trust, the firm's parent company. Her prior experience includes positions at Boston Private Wealth LLC, Pruco Securities, LLC, The Prudential Insurance Company of America, and Mass Mutual Investors Services. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients, providing wealth management, financial planning, and portfolio management services. The firm uses a due diligence process to select third-party managers and combines fundamental, quantitative, and technical analysis to oversee client account management.

Anthony Lourido is a CFA® charterholder with two years of industry experience. He is currently an advisor at Bison Wealth, LLC, having previously worked at Key Private Bank for 19 years. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, and charitable organizations. The firm offers multi-manager portfolios with tactical and strategic allocations, access to alternative investments, and a turnkey asset management platform that supports other financial advisers.

Nicholas Milana is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Bolton Global Asset Management since 2016 and at Delta Equity Services Corp since 2003. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charities, corporations, retirement plans, and financial institutions. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, balancing long-term strategies with tactical adjustments.

Bryan Keller is a financial advisor at Dakota Wealth, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Dakota Wealth since 2018, including the firm’s prior iteration as Oakmont Partners. Before joining Dakota Wealth, he was with BP Wealth Management for four years. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and business enterprises. The firm constructs customized portfolios using diversified allocations and employs a research process combining fundamental, technical, cyclical, and charting analysis.

Ira Rapaport is a CFP® and PFS™ credentialed advisor with 23 years of industry experience. He is currently with New England Private Wealth Advisors, LLC, where he has worked since 2005. New England Private Wealth Advisors provides fee-only investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm focuses on broadly diversified portfolios using primarily ETFs and mutual funds, and offers customized wealth planning and retirement plan advisory services.

Timothy Anderson is a CFA® charterholder with 24 years of industry experience. He is currently with RiverFront Investment Group, LLC, where he has served in various capacities since 2008. Prior to and concurrently with his roles at RiverFront, he was involved with Alps Distributors, Inc., supporting marketing and sales for RiverFront funds. RiverFront Investment Group provides discretionary portfolio management and model-based investment solutions to individual investors, trusts, pension plans, and institutional clients. The firm combines strategic and tactical asset allocation with security selection and risk management, delivering portfolios primarily through ETFs and customized solutions on a multi-advisor platform.

Joseph Riccelli is a financial advisor with Gladstone Wealth Partners, holding a Series 66 designation and 23 years of industry experience. He has worked at Gladstone Wealth Partners and LPL Financial since 2017 and previously spent 12 years with PNC Investments. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base that includes individual and high-net-worth investors, corporations, pension plans, and charitable organizations. The firm operates through a network of independent advisers who customize strategies, monitor accounts, and utilize third-party managers and retirement-account technology.

Michael Freeburg is a financial advisor at Greenwich Wealth Management, LLC with 24 years of industry experience. He has been with Greenwich Wealth Management since 2006 and previously worked at Private Client Services. Outside of his advisory role, he is a founding member of Catalus Capital Management, LLC, a private family office, and is involved with Limin Holdings LLC, which is pursuing a banking license in the Eastern Caribbean. Greenwich Wealth Management provides advisory services to high-net-worth individuals, families, trusts, charitable organizations, and institutional clients. The firm employs a range of strategies using fundamental, technical, and macro analysis across multiple investment vehicles and also manages pooled and institutional portfolios, including wrap-fee programs.

Richard Gerepka is a CFP® professional with 38 years of industry experience. He is currently with Ausdal Financial Partners, Inc. and has previously worked at OSAIC, American Portfolios, and Oxford Group International. 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 investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment vehicles and both discretionary and non-discretionary strategies.

Rory Brown is a financial advisor at Certuity, LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Perimeter Church and BrightOrg Services. 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 investment approach.

Joseph Mcaraw is a financial advisor at Principle Wealth with 28 years of industry experience. He holds the Series 66 designation and previously worked at Northstar Wealth Partners, LLC and LPL Financial LLC. His outside activities include involvement with Integrity Partners, LLC, an investment-related business entity. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, investment management, financial planning, and retirement plan advisory services. The firm manages $2.66 billion in assets and emphasizes a long-term, fundamentals-driven investment approach with diversified portfolios and ongoing client account monitoring.

Greggory Brant is a CFP®-certified financial advisor with 12 years of industry experience, currently with Sowell Management. His prior experience includes roles at Prudent Insurance, Atlantic Wealth Partners, JPMorgan Securities, and Sanford C. Bernstein. He holds a Florida Producer Insurance License and is involved as an authorized member of GKB Capital, LLC and GWB Capital, LLC. Sowell Management is a multi-branch registered investment adviser serving individuals, retirement plans, corporations, RIAs, and institutions. The firm offers investment management, financial planning, and retirement-plan advisory services, utilizing mutual funds, ETFs, equities, and debt securities through a combination of strategic and tactical approaches.

Jennifer Heeren is a financial advisor with SVB Wealth LLC, holding a Series 66 designation and 22 years of industry experience. She has worked at Boston Private Wealth LLC since 2017 and previously held roles at Managed Account Services, LLC and IPC. SVB Wealth LLC serves a diverse client base including individuals, trusts, estates, charitable organizations, family offices, corporations, and retirement plans, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs fundamental, quantitative, and technical analysis, maintains a formal due-diligence process for manager selection, and provides customized investment solutions with access to private fund opportunities for qualified clients.

Cary Levine is a financial advisor with B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management, holding a Series 66 designation and 27 years of industry experience. His prior experience includes roles at National Securities Corporation and Gilman Ciocia, Inc. Levine is also president of Integrity Wealth Advisors LLC and Integrity Tax, LLC, which provides tax services. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a wide range of advisory programs, financial planning, and retirement solutions.