Geraldo Olivo is a CFP® and Series 66-licensed advisor at Bogart Wealth, LLC with seven years of industry experience. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, and Raymond James & Associates. Outside of finance, he was involved with Tranquilo Way Productions, LLC from 2016 to 2019. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management to individuals, trusts, estates, and charitable organizations. The firm serves both non-high-net-worth and high-net-worth clients, managing approximately $3.19 billion in assets using a combination of firm model portfolios, equity selection based on fundamental and technical analysis, and various alternative strategies.

Larry Prickett is a financial advisor with Global View Capital Management LLC holding a Series 65 credential and one year of industry experience. Prior to joining Global View Capital Management, he was self-employed in the trucking industry for eight years. He also serves as an insurance agent with Experior Financial Group, marketing and selling life insurance and annuity products. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a quantitative investment approach focused on technical analysis of ETFs and mutual funds, supported by proprietary research and a range of portfolio management platforms.

Christopher Ramsey is a CFP® professional with 26 years of industry experience. He is associated with Capital Analysts and has held roles at Lincoln Investment, Outlook Financial Group, SMH Capital Advisors, and Miller-Green Financial Services. He is also a managing member of Outlook Financial Group, LLC. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model advisor-managed portfolios, and retirement-plan advice through a combination of in-house investment management and third-party managers.

John Trent is a CFP® professional with 11 years of industry experience, currently serving at United Capital Financial Advisors since 2015. He is also the Head of Business Development at Emberwood Designs, LLC, a company focused on 3D printing and gaming-related projects. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management with customizable strategies, integrating both internally managed models and third-party managers, and offers client-facing technology and ongoing portfolio monitoring.

Jared Neven is a CFP® professional with nine years of industry experience, currently serving as an advisor at Sowell Management. He is also co-founder and partner of Bellwether Advisory Group. His prior experience includes roles at Baker Tilly Capital, LLC, Baker Tilly Wealth Management, LLC, and Kestra Investment Services, LLC, as well as service in the United States Army Reserve. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers solutions including model portfolios, third-party manager selection, unified managed accounts, and held-away account management.

Daniel Goodwin is a financial advisor with Accurate Wealth Management, LLC, holding Series 63 and Series 65 designations and 16 years of industry experience. He is a managing member of Goodwin Financial Reality and Provident Wealth Advisors, LLC, with ongoing roles in related financial and insurance businesses dating back to 2005. Accurate Wealth Management, LLC serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers, offering discretionary portfolio management, financial planning, educational services, and a wrap-fee program. The firm manages approximately $1.71 billion in assets and focuses on individualized asset allocations emphasizing value, safety, quality, and risk control.

Jeffery Musgrove is a financial advisor at Simplicity Wealth with 10 years of industry experience and holds a Series 65 credential. His prior roles include positions at AE Wealth Management, Gradient Advisors, and Bayou City Financial Advisors. He is also involved as a Medicare insurance broker and an insurance agent specializing in annuities, life, and long-term care coverage. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients, offering services from financial planning to managed account platforms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and provides technology and operational support to other advisors through a private-labelable asset management software program and a multi-manager platform.

Kenneth Golden is a financial advisor with The Mather Group, LLC, holding a Series 65 credential and seven years of industry experience. Prior to joining The Mather Group, he worked for Exxon Mobil for 34 years and spent a year in retirement. Outside of his advisory role, he is a member of KAG HOLDINGS, LLC, an engineering and management consulting business. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and customization options such as direct indexing and ESG portfolios.

Michael Brcic is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at B. Riley Wealth Advisors and affiliated firms since 2022, and prior to that was with National Asset Management and National Securities Corp. His other business activities include life and health insurance sales. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers various programs such as Advisor-as-Portfolio-Manager and third-party managed accounts, managing approximately $4.21 billion in client assets through a team of about 173 advisors.

Clinton Spradley is a financial advisor at Simplicity Wealth with a Series 65 credential and one year of industry experience. He has previously worked at Fidelity Financial Group for eight years and has been associated with Simplicity Group since 2020. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios that are actively monitored and rebalanced, along with technology and operational services for advisers.

Stephen Bauer is a CFP® with 18 years of experience in financial advising. He is currently with United Capital Financial Advisors, where he has worked since 2014, and previously worked at Cetera Advisor Networks LLC and Girard Securities. Bauer is also licensed to sell life, health, and annuities insurance products. United Capital Financial Advisors provides financial planning and investment management services to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and offers customized solutions such as ESG and faith-based investing, supported by proprietary technology and a range of ancillary services.

Frank Dunn Jr. is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He also owns Capstone Financial Consultants and provides CPA services on a limited basis. Additionally, he is involved with Mary's Call LLC, an organization that disseminates religious information. Concorde Asset Management serves individual, corporate, and retirement-plan clients with tailored portfolio management and financial planning, utilizing model portfolios and third-party strategists to implement asset-allocation strategies and discretionary trading.

Timothy Harrison is a financial advisor with B. Riley Wealth Advisors, Inc. based in The Woodlands, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at B. Riley Wealth Management since 2018 and previously held roles at National Securities Corp and Ameriprise Financial Services, Inc. Harrison is involved in insurance product sales and services through B. Riley Wealth Insurance. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension plans, trusts, and businesses. The firm offers multiple investment programs and financial planning services, managing approximately $4.21 billion in client assets through a team of 173 advisors.

Chase Dobler is a Series 66 licensed advisor with Global View Capital Management LLC and has two years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his financial career, he was involved with a hockey training facility. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm utilizes a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research through its affiliate AdvisorGuide, LLC.

Patrick Purcell is a financial advisor with Gradient Advisors, LLC, holding a Series 65 license and nine years of industry experience. He has been with Gradient Advisors since 2017 and has been operating his own wealth management and retirement planning firm, Protos Wealth Management, since 2017. Additionally, he is involved in annuity and insurance sales as a sole proprietor and agent. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model with a focus on client-approved transactions.

Juan Fortoul Solorzano is a financial advisor at Insigneo Advisory Services, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including PNC Investments and BBVA in various capacities over the past decade. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with advisor-led portfolio construction and incorporates third-party macroeconomic research to align investments with client objectives and risk tolerances.

Gary Greensage is a financial advisor with Symphony Financial, Ltd. Co. and holds a Series 63 designation. He has 30 years of industry experience, including over 22 years at LPL Financial and 12 years with Symphony Financial. Outside of his advisory work, he is a partner in Un Tiro Guides & Outfitters, a business unrelated to investment management. Symphony Financial provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach that incorporates fundamental and technical analysis and offers a broad multi-family office platform, including services like bill pay, private banking coordination, and liquidity-event planning.

Mary Santini is a financial advisor with United Capital Financial Advisors in The Woodlands, TX, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Cetera Advisor Networks and multiple firms under the 1st Global brand. Outside of finance, she is involved as a singer in a local music band called Vinnie and the Montage. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models, offers portfolio customization including ESG and faith-based options, and supports clients with technology and reporting tools.

John Smutniak is a financial advisor at Core Planning with one year of industry experience. He holds a Series 65 designation and has managed an IT consulting and data analytics business, Quantitative Language LLC, since 2017. His work there involves data collation, analysis, interpretation, and quality assurance, separate from his investment advisory role. Core Planning offers fee-only financial planning, wealth management, and portfolio management services primarily to individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory services. The firm uses model portfolios and automated rebalancing tools while tailoring investment strategies to client objectives and risk tolerances.

Erling Brakke is a CFA® charterholder with 10 years of industry experience, currently serving at Financial Gravity Family Office Services, LLC. His prior roles include positions at Kingswood Capital Partners LLC and Forta Financial Group, Inc. Outside of advisory work, he is president of several non-investment related companies, including a CPA firm providing tax preparation and accounting services. Financial Gravity Family Office Services, LLC offers tailored financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a diverse investment approach using fundamental, technical, and cyclical analysis, often working with sub-advisors and model portfolios while maintaining ongoing client oversight.