Shubert Cineus is a financial advisor at Foundations Investment Advisors LLC with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Northwestern Mutual and Penn Mutual Life Insurance Company. Cineus is also the author of the book *The Secrets of Becoming Tax-Efficient in Retirement and Creating Guaranteed Income For Life*, which focuses on tax-efficient retirement planning and lifetime income strategies. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach to manage investments.

Jill Rance is a financial advisor with Dakota Wealth, LLC in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses with 19 years of industry experience. She has worked at Dakota Wealth since 2018 (formerly Oakmont Partners) and previously held roles at Boston Private Wealth LLC and Banyan Partners, LLC. Dakota Wealth advises a diverse client base including individuals, trusts, foundations, retirement plans, and business enterprises. The firm employs a long-term, customized investment approach using various asset classes and also acts as an investment manager for pooled vehicles and serves as a sub-advisor to a registered ETF.

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 the Series 66 designation and has one year of industry experience. His prior work includes positions at Guided Financial Advisors and non-financial roles prior to entering the industry. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer with 38 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 access to third-party management programs.

Bernard Kent is a financial advisor at Arax Advisory Partners with 16 years of industry experience. He holds the PFS™ designation as well as Series 65 and Series 66 licenses. Prior to joining Arax, he spent over a decade at Schechter Investment Advisors and held roles at Telemus Capital and its affiliates. He serves as a trustee and chairman of the investment committee for the Detroit Historical Society and holds investment committee positions with several other nonprofit organizations. Arax Advisory Partners offers wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary, asset-based approach using both in-house portfolio teams and external managers, with a blend of traditional and alternative investments, supported by AI tools and third-party analytics.

Roger Wall Jr. is a financial advisor at Genter Capital Management in West Palm Beach, FL, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at IMST Distributors, LLC and Northwestern Mutual Wealth Management Company. Genter Capital Management provides discretionary investment supervisory services to individual and institutional clients, including pension plans, foundations, and government entities. The firm employs a multi-team advisory approach combining fundamental and quantitative analysis across equity and fixed-income portfolios, and it serves as adviser and sub-adviser to multiple investment funds and ETFs.

James Scott is a CFP®-designated financial advisor with 18 years of industry experience. He is currently with Simplicity Wealth and has previously worked at Concierge Financial, Regal Investment Advisors, VOYA Financial Advisors, and Wells Fargo Clearing. In addition to his advisory role, he works as an independent insurance agent selling fixed annuities, life insurance, and health-related insurance products. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational solutions for other advisers through its managed account platform.

Erica Massie is a Series 66-licensed advisor affiliated with Blackridge Asset Management, LLC in Jupiter, Florida. She has five years of industry experience, including roles at Peak Brokerage Services, LLC and Massie & Associate Financial Planning Corp. Outside of advising, she has experience as a homemaker and Airbnb host. Blackridge Asset Management provides financial planning, investment management, and consulting through a network of investment adviser representatives, serving a range of clients from individuals to charitable organizations. The firm uses a network structure with affiliated platforms and offers tailored portfolio management, including access to model portfolios and 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 at Cary Street Partners with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Pursuit Wealth Management, City National Bank, and BNY Mellon Securities Corporation. Cuomo serves as chairman of the Florida Bar Foundation Investment Committee and is a board member of the Florida Bar Advertising Committee. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm uses a broad investment menu and proprietary strategies and serves specialized institutional niches such as state and municipal government entities and insurance companies.

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® with 24 years of industry experience, currently serving at Cary Street Partners since 2026. His prior roles include positions at Pursuit Wealth Management, Kovack Advisors, and UBS Financial Services. He is a board member of the UVA Club of the Palm Beaches and serves on finance and investment committees for local nonprofit organizations. Cary Street Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of portfolio construction options and proprietary strategies, serving a diverse client base that includes institutional niches such as state and municipal government entities.

Elizabeth Rockwell is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC since 2025. Her prior experience includes roles at UBS Financial Services, Fieldpoint Private Securities, Coastal Bridge Advisors, and Chronogram Corporation. She serves as a Trustee for the Greenwich Historical Society, which focuses on local history preservation and educational programs. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers investment advisory and portfolio management with both discretionary and consultative services, including customized allocations and retirement plan advisory.

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.

Michael Otoole is a financial advisor at Lanark Financial, Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with NBC Securities, Inc. since 2015. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers program-based accounts through various platforms with both discretionary and non-discretionary 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 has worked previously at Merrill and UBS Financial Services. Smithy serves on the boards of two Florida-based charitable organizations focused on supporting at-risk children and families. Elevation Point Wealth Partners provides investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm offers portfolio management through a range of accounts and model portfolios that combine strategic and tactical asset allocation using mutual funds, ETFs, and third-party models.

James Malaussena is a financial advisor with BFC Planning, Inc. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining BFC Planning in 2021, he worked at Berthel Fisher & Company Financial Services, Inc. since 2007. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, and trusts. The firm provides financial planning, portfolio management, and access to various investment platforms and third-party managers through a network of approximately 200 advisors.

Adam Levy is a financial advisor with Andersen, holding Series 63 and Series 65 licenses and having eight years of industry experience. Prior to joining Andersen, he worked at AllianceBernstein L.P. and Ernst & Young Investment Advisers LLP. He has been associated with Andersen Tax LLC since 2006. Andersen serves successful individuals, families, trusts, family partnerships, corporate plans, and not‑for‑profit endowments by providing investment consulting that ranges from full-service wealth management to standalone performance measurement. The firm operates as a non‑discretionary advisor emphasizing client communications, integrated tax and advisory services, and forward-looking asset allocation modeling.