James Tierney Jr. is a financial advisor at Robertson Stephens Wealth Management with 41 years of industry experience. He has been with Robertson Stephens since 2013, including his current role at Robertson Stephens Wealth Management since 2018. He holds Series 63 and Series 65 licenses. Robertson Stephens Wealth Management provides advisory services to individual clients, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight from an Investment Office and Committee, managing over $7 billion in client assets as of December 31, 2024.

Christopher Gioia is a financial advisor at Oxford Financial Group, Ltd with one year of industry experience. He holds a Series 65 designation and previously worked at Tannenbaum Capital Group, ArmaVir Partners, and Cowen Inc. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, institutions, and business owners by providing family office and CIO services, estate planning, fiduciary trust administration, and access to private market investments. The firm’s investment approach focuses on diversified asset allocation across public and alternative assets and offers both discretionary and non-discretionary solutions.

Joshua Crossman is a financial advisor with Dakota Wealth, LLC in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at The Sharp Financial Group, Boston Private Wealth LLC, Bank of America, and Merrill. Dakota Wealth, LLC serves a diverse clientele including high net worth individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm provides wealth management, investment management, financial planning, and retirement advisory services, with a focus on customized, primarily long-term portfolios that incorporate a range of asset types and include active management of private funds and ETFs.

Donald Dalton is a financial advisor with Consolidated Portfolio Review Corp who holds a Series 66 credential and has 25 years of industry experience. His prior roles include positions at Ameriprise Financial Services, SCF Investment Advisors, and Sigma Planning Corp. Dalton also serves as President and CEO of Dalton Wealth Group, offering wealth management and financial planning services. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm provides discretionary and non-discretionary managed accounts, proprietary tactical ETF model portfolios, financial planning, and access to third-party sub-advisors and separately managed account platforms.

Megan Culver is a financial advisor at AlphaStar Capital Management with over a decade of experience in the industry. She holds a Series 65 designation and has worked at Culver Total Wealth since 2013, where she is also an insurance agent. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and other advisers. The firm employs a strategic asset-allocation approach combined with quantitative analysis and momentum evaluation, offering both model and custom portfolio strategies.

Fred Ostrove is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Leucadia Asset Management LLC and Jefferies & Company, Inc. since 2006. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, and a range of other clients. The firm offers a customized planning process using third-party software and scenario analysis, focusing on areas such as tax and estate planning, executive compensation, and philanthropic planning.

Clinton Trotta is a financial advisor with Thurston Springer Advisors, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc and the International Alliance of Healthcare Educators. He serves on the board of the Florida Wildlife Federation, a nonprofit organization. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, utilizing a range of investment strategies tailored to client goals.

Paul Caccomo is a financial advisor with Capital Analysts in West Palm Beach, FL, holding Series 63 and Series 65 licenses and possessing 47 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held positions at Legend Equities Corporation, Investacorp Advisory Services Inc, and OSAIC. Outside of his advisory role, he owns and operates UNITED TAX & FINANCIAL SERVICES, LLC, providing tax preparation, bookkeeping, and fixed insurance products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice, with investment management delivered both discretionarily by an in-house research team and non-discretionarily through advisors and third parties.

Paul Wankmueller is a financial advisor at RFG Advisory, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Martin Fund Management and Blue Line Futures. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, and retirement plan consulting using a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches.

Darryl Grayson is a financial advisor with ACR Alpine Capital Research, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with ACR Alpine Capital Research since 2017 and previously worked at IMST Distributors, LLC and Alpine Investment Management, LLC. Grayson is also involved in managing client relations and distribution for Alpine Capital Research's mutual fund and SMA product lines. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, including high net worth individuals and retirement plans. The firm employs a fundamentally valuation-based, bottom-up investment approach across equity and multi-asset strategies and manages a diverse range of products including mutual funds, private limited partnerships, and wrap programs.

Derrick Mims is a financial advisor at Simplicity Wealth with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has prior work history with firms including Bencor, Inc., Fortuna Advisors, LLC, and Planmember Securities Corporation. Mims is also a managing member of Turnstart Wealth and operates an insurance agency business focused on life and fixed insurance products. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, while offering model portfolios with ongoing monitoring and rebalancing, as well as technology and operational services tailored for other advisors.

Victoria Wabnig is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. Her prior roles include positions at CL Wealth Management LLC, Purshe Kaplan Sterling Investments, MML Investors Services, LLC, and Metlife Securities. Outside of her advisory work, she serves as a bookkeeper for Camp Wishe Farm, a horse boarding facility, and acts as a trustee for family trust accounts. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets, tailoring portfolios to clients’ risk tolerance, time horizon, and objectives through diversified allocations and regular account reviews.

Rhys Williams is a financial advisor at Dakota Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has prior work experience at Lowes Home Improvement, IBERIABANK, and Gibraltar Private Bank and Trust. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, foundations, retirement plans, and business enterprises. The firm offers a range of wealth management and investment services, emphasizing customized, primarily long-term portfolios and active management of private funds and registered ETFs.

Steve Erikson is a financial advisor at Valley Wealth Managers, Inc. with 20 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Valley Wealth Managers in 2024, he spent over 18 years at Hallmark Capital Management, Inc., followed by a brief retirement period. Outside of his advisory role, he is involved in business consulting. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves both institutional and individual clients, including high-net-worth households, offering discretionary portfolio management and modular financial planning based on client-specific risk and equity targets.

William Mikus is a financial advisor with Dakota Wealth, LLC in Palm Beach Gardens, FL, holding 32 years of industry experience. He has been with Dakota Wealth and its predecessor since 2018 and previously worked at Boston Private Wealth LLC. Mikus serves as chairman of the board for The Salvation Army of the Palm Beaches and is second vice president of The Palm Beach Republican Club, both organizations focused on community and educational activities. Dakota Wealth, LLC serves individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm builds customized, primarily long-term portfolios using mutual funds, ETFs, individual equities, fixed income, and other instruments, with a focus on ongoing oversight and due diligence, and it acts as a manager and general partner to private funds and as sub-adviser to a registered ETF.

Jonathan Frances is a financial advisor with Triad Wealth Partners, LLC in Palm Beach Gardens, FL, holding a Series 65 designation and 16 years of industry experience. His prior work includes roles at CreativeOne Wealth, AE Wealth Management, Prosperity Wealth of Florida, and Global Financial Private Capital. He also serves as a managing member of Prosperity Wealth of Florida, where he is involved in the sale of life insurance and annuities. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform. The firm emphasizes strategic asset allocation, diversified investment strategies, and offers discretionary portfolio management alongside model portfolios and financial planning services.

Allison Mc Kay is a financial advisor with Lanark Financial, Inc. in Wellington, FL, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. She has worked at NBC Securities, Inc. since 2015. Outside of finance, Mc Kay is a professional golfer with lifetime status on the LPGA tour and teaches golf clinics and lessons. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages assets through multiple advisor teams using discretionary and non-discretionary arrangements and offers program-based accounts with a variety of sub-advisers and overlay management services.

Daniel Charley is a financial advisor with Concorde Asset Management, LLC, holding a Series 66 credential and bringing 10 years of industry experience. He has been with Concorde Asset Management since 2016 and also serves as President and 50% owner of Alpine Brokerage Services, an insurance agency. Outside of his advisory work, he is involved in a website development and graphic design business as a member of ThinkSonic Media, and he holds ownership interests in hospitality and insurance wholesaling ventures. Concorde Asset Management serves individual, corporate, and retirement-plan clients through discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios using model portfolios and third-party strategists, and provides ERISA retirement-plan advisory services along with participant advice.

Andrew Filauro is a financial advisor at Oxford Financial Group, Ltd with 11 years of industry experience. He previously worked at Steel Grove Capital Advisors, Goldman Sachs & Co., Barclays Capital Inc., and 40 North Management. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, and institutional clients by providing family office and chief investment officer services, comprehensive financial and estate planning, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative assets and operates dedicated investment teams to source and monitor managers.

Jeremy Ervin is a CFP® professional with 15 years of industry experience, currently serving as an advisor with Inspire Advisors, LLC. He previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he is a partner in Kairos Land and Home LLC, a real estate investment company. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual and high-net-worth clients along with institutions and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a mix of fundamental, technical, and quantitative methods in portfolio construction.