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 with Bison Wealth, LLC and previously worked at Key Private Bank and Merrill. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, and charitable organizations, offering financial planning, portfolio management, and access to third-party managers. The firm’s investment approach focuses on outcome-driven, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies.

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.

Mary Avella is a financial advisor at Ascentis Independent Advisors, LLC with 12 years of industry experience. She holds the Series 66 designation and has worked at firms including Golden State Equity Partners, Bank of America, and Merrill. Avella is also involved in Financial Advisors Research, providing product-related consulting services. Ascentis Independent Advisors is a multi-team SEC-registered firm serving individuals, trusts, retirement plans, and corporate clients. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, using a diversified mix of public and private securities and employing discretionary management through model portfolios and sub-advisory arrangements.

John Spengler is a financial advisor at Venture Visionary Partners LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and Purshe Kaplan Sterling Investments. He is also a licensed independent insurance agent. Venture Visionary Partners LLC provides investment advisory and financial planning services to individual and high-net-worth clients, retirement plans, trusts, charitable organizations, and small businesses, using customized portfolios and a variety of investment strategies.

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 financial advisor with 24 years of industry experience. He has been with New England Private Wealth Advisors, LLC since 2005, including a prior period from 2005 to 2025 and a current tenure starting in 2025. His earlier experience includes seven years at Rinet Company, LLC. New England Private Wealth Advisors provides fee-based investment advisory and wealth management services to a diverse client base including individuals, high-net-worth clients, trusts, and institutions. The firm employs broadly diversified portfolios using mutual funds and ETFs, offers alternative investments when appropriate, and manages specialized income-focused strategies alongside comprehensive financial planning.

Francis Bautz Jr. is a financial advisor at Merit Financial Advisors with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at LPL Financial, Stratos Wealth Partners, and Purshe Kaplan Sterling Investments. Bautz also provides insurance advice tailored to client needs. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers a range of services such as asset management, financial planning, and employee financial wellness programs.

Joseph Riccelli is a financial advisor with Gladstone Wealth Partners in Palm Beach Gardens, FL, holding a Series 66 designation and 23 years of industry experience. He has worked with Gladstone Wealth Partners and LPL Financial since 2017 and was previously with PNC Investments from 2005 to 2017. Riccelli also operates Gladstone Wealth Group, an independent investment advisory firm. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with investment approaches implemented at the representative level and supported by firm-wide due diligence on sub-advisers and models.

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.

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.

Melanie Mc Donald is a CFP® with 18 years of industry experience, currently serving at Cary Street Partners. Her prior roles include positions at UBS Financial Services Inc. and Kovack Advisors, Inc. She is president of the University of Miami Palm Beach County Canes alumni association. Cary Street Partners serves a diverse client base, including individuals, corporations, trusts, retirement plans, and institutional clients, offering portfolio management, financial planning, and access to proprietary and third-party investment strategies. The firm integrates AI tools with human oversight in its investment process and provides a range of affiliated products and services.

Harrison Page is a financial advisor at Certuity, LLC with two years of industry experience. He previously worked at Meketa Investment Group and Babson College. Certuity manages approximately $3.30 billion and provides advisory, financial planning, family office, and investment consulting services to high- and ultra-high-net-worth clients, private foundations, endowments, family offices, and other entities. The firm employs a long-term, buy-and-hold investment approach that combines fundamental and quantitative analysis with an emphasis on asset allocation and diversification.

Sergio Esteves is a financial advisor with Capital Analysts in Wellington, FL, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Lincoln Investment, Legend Equities Corporation, and Invest Financial Corporation. Outside of advisory work, he serves as an insurance agent offering life, health, and fixed annuity products and is involved as a board member in mission and community enrichment organizations. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Elizabeth Thomas is a financial advisor at Cary Street Partners with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Pursuit Wealth Management, Ameriprise Financial Services, American Securities Group, and Wells Fargo Advisors. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional clients. The firm provides a range of services such as portfolio management, financial planning, third-party manager selection, and retirement plan fiduciary services, utilizing both proprietary strategies and AI tools alongside human oversight.

Richard Trotta is a financial advisor at Thurston Springer Advisors with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Ameriprise Financial Services, Morgan Stanley, Citigroup Global Markets, and Wells Fargo Clearing. Trotta serves on the boards of VoteWater and Friends of the Everglades and acts as a trustee for multiple trusts involving fiduciary and executive oversight responsibilities. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, using a mix of fundamental, technical, and cyclical investment analysis across both buy-and-hold and active strategies.