Erica Smith is a CFP®-certified financial advisor with 10 years of industry experience, currently with Ausdal Financial Partners, Inc. in North Palm Beach, FL. Her prior experience includes nearly a decade at American Portfolios Financial Services, Inc. She is also a co-owner of an independent insurance agency, Financial Insurance Group of the Palm Beaches, where she primarily refers clients to other agents. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base, including individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial platforms.

Barton Francis is a CFP® professional with 20 years of industry experience. He is currently with Oxford Financial Group, LTD, where he has worked since 2023, following a 13-year tenure at Bessemer Investor Services, Inc. Oxford Financial Group serves ultra-high-net-worth individuals and institutional clients, providing family office services, CIO-led portfolio construction, and fiduciary support. The firm emphasizes asset allocation and diversification across public and private markets, offering both discretionary and non-discretionary management alongside private investment platforms and affiliated fiduciary services.

Ryan Lachmansingh is a financial advisor at Northern Trust Securities, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Northern Trust Securities since 2015. Northern Trust Securities, Inc. is a wholly owned subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with model-driven portfolios that include proprietary and third-party investment products.

Jill Rance is a financial advisor at Dakota Wealth, LLC with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Dakota Wealth since 2018, following four years at Boston Private Wealth LLC. Dakota Wealth Management provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, trusts, retirement plans, and charitable organizations. The firm constructs customized portfolios using a variety of investment vehicles and employs research that combines fundamental, technical, cyclical, and charting analysis.

Matthew Spilfogel is a financial advisor with Novem Group in Jupiter, FL, holding a Series 65 designation and two years of industry experience. Prior to joining Novem Group, he worked at Antimicrobial Solutions, LLC, Temple Torat Emet, and G-Star School of the Arts. Novem Group provides ongoing portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis and offers a range of investment strategies across multiple asset classes.

Richard Robinson is a financial advisor at KCD Financial, Inc. He holds a Series 66 designation and has been in the industry since 2024. His prior experience includes work at Guided Financial Advisors and positions outside the financial sector before entering the advisory field. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 39 advisors managing approximately $202 million in regulatory assets. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering a range of investment strategies and third-party management programs.

Bernard Kent is a financial advisor at Arax Advisory Partners with 15 years of industry experience. He holds the PFS™ credential as well as Series 65 and Series 66 licenses. Prior to joining Arax in 2025, Bernard spent over a decade with Schechter Investment Advisors, LLC. He serves as a trustee and chairman of the investment committee for the Detroit Historical Society and holds trustee or investment committee roles with several nonprofit organizations including the Zekelman Holocaust Center and the Detroit Symphony Orchestra. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with a team of more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning and portfolio management, and uses a combination of internal management, third-party models, and tailored asset allocation to meet client objectives.

James Scott is a CFP® with 18 years of industry experience currently with Simplicity Wealth. He previously worked at Concierge Financial, Inc. for eight years and Regal Investment Advisors LLC for four years. In addition to his financial advisory work, he is an independent insurance agent specializing in fixed annuity, life insurance, and health, dental, and Medicare insurance sales. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach primarily using ETFs and mutual funds, supports third-party model managers through due diligence and monitoring, and combines advisory services with technology and operational platforms for other advisers.

Jose Lopez is a financial advisor at Capital Analysts with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has been associated with Lincoln Investment Planning, Inc. since 2008. Beyond his advisory role, Lopez serves as an insurance agent and owns an online retail store specializing in e-commerce operations. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, leveraging an in-house investment research team and offering customized portfolios alongside access to third-party managers.

Manuel Cukaj is a financial advisor at Certuity, LLC with two years of industry experience. He holds a Series 65 credential and has worked at Certuity since 2023. His prior roles include positions at Nova Southeastern University, Rialto Markets, Marquette University, and Engelhorn. 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, family offices, and pooled investment vehicles. The firm combines fundamental and quantitative analysis with a long-term, buy-and-hold investment approach, and offers distinct structures including fund-of-funds and private market investments.

Vincent Cuomo is a financial advisor with Cary Street Partners, holding Series 65 and Series 63 licenses and totaling 12 years of industry experience. His work history includes roles at Pursuit Wealth Management, City National Bank, and Esquire Bank. He serves as chairman of the Florida Bar Foundation Investment Committee and is a board member of the Florida Bar Advertising Committee, with additional involvement in the Florida Bar Unlicensed Practice of Law Committee. Cary Street Partners serves a diverse client base that includes individuals, corporations, trusts, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to proprietary strategies and third-party managers, using a client profile-driven approach supported by AI tools and human oversight.

Christopher Reagan is a financial advisor at Meridian Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at PRUCO Securities, The Prudential Insurance Company of America, Mass Mutual Investors Services, and Metropolitan Life Insurance Company. Reagan is also involved with Meridian Insurance LLC, where he sells life insurance and fixed annuities. Meridian Wealth Management, LLC serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, employing a tailored investment approach that includes equities, ETFs, mutual funds, fixed income, and occasional alternative investments.

Christian Searcy Jr. is a CFP® professional with 23 years of experience in the financial industry, currently serving at Cary Street Partners since 2026. His prior experience includes roles at Pursuit Wealth Management LLC, Kovack Advisors, Inc., and UBS Financial Services Inc. He serves as a board member for the UVA Club of the Palm Beaches, organizing events and acting as a liaison for the University of Virginia. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, and institutional clients, offering services such as portfolio management, financial planning, and retirement plan fiduciary services. The firm utilizes a client-profile-driven investment approach, proprietary strategies, sub-advisers, third-party managers, and AI tools to support portfolio management and decision-making.

Elizabeth Rockwell is a CFP® with 20 years of industry experience currently serving at Summit Financial, LLC. She previously worked at UBS Financial Services Inc. and Fieldpoint Private Securities LLC. Rockwell serves as a Trustee for the Greenwich Historical Society, which focuses on preserving local history and educational programs in Greenwich, Connecticut. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, blending discretionary and consultative approaches to meet client needs.

Alexander Pasquale is a financial advisor at Summit Financial, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has prior experience as an independent insurance agent and with Everest Consultants, LLC. Pasquale also provides consultation related to Bitcoin holdings for a small number of clients. Summit Financial, LLC is an SEC-registered, multi-team advisory firm serving approximately 17,800 clients with about $26.35 billion in assets under management. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, using a combination of discretionary and consultative approaches.

Stephen Mergler is a financial advisor at SVB Wealth with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Boston Private Wealth LLC from 2014 to 2022 before joining SVB Wealth. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients with wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a documented due diligence process to select and monitor third-party managers and offers discretionary and non-discretionary account management through its investment adviser representatives.

Timmy Baker is a financial advisor at Wealthcare Advisory Partners LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Index Fund Advisors and Timonier. Outside of his advisory role, he is the author and owner of Conscious Wealth, LLC, through which he receives royalty income from his book, The Awakened Investor. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with over 150 advisors, serving individuals, trusts, retirement plans, and charitable organizations. The firm combines a goals-based planning process supported by proprietary software with an evidence-based investment approach that incorporates behavioral economics and quantitative measures.

Michael Otoole is a financial advisor at Lanark Financial, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NBC Securities, Inc. since 2015. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to individuals, ERISA-qualified accounts, trusts and estates, businesses, and institutional clients. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering multiple advisory programs that utilize discretionary manager selection, model portfolios, and overlay management.

Robert Wroblewski is a financial advisor with Momentum Independent Network Inc. in North Palm Beach, FL, holding a Series 63 designation and 30 years of industry experience. He has worked at SWS Financial Services Inc. since 2015 and has been self-employed since 2001. Outside of advisory services, he owns and operates a Medicare supplement and advantage insurance business as well as a tax preparation service. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage relationships. The firm utilizes third-party managers and Envestnet for investment advice and account management, offering a range of investment advisory programs, managed accounts, financial planning, and brokerage services.

Bradford Smithy is a financial advisor at Elevation Point Wealth Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services, INC across multiple periods between 2016 and 2024. Smithy serves on the boards of two charitable organizations focused on supporting families and children in Florida. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves a diverse client base including high-net-worth individuals, retirement plans, and corporations, employing a model portfolio investment approach that integrates tactical asset allocation across various investment vehicles and incorporates third-party managers and strategies.