Giuliano Celle is a financial advisor at Certuity, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and J.P. Morgan Chase Bank, NA. 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, and pooled investment vehicles. The firm combines fundamental and quantitative analysis with a long-term, buy-and-hold investment approach, and offers outsourced CIO and private markets access through its multi-asset research and manager due diligence capabilities.

Michael Fein is a financial advisor at Apollon Wealth Management, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked previously at Commonwealth Financial Network, CIC Wealth, LLC, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is the president and sole owner of Michael B. Fein, Inc., a holding company for managing revenue and expenses related to his securities business, and he also acts as a notary. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers a range of services including financial planning, portfolio management, retirement plan advisory, and sub-advisory, combining centrally managed strategies with local portfolio management to tailor client solutions across various asset classes and specialized investment vehicles.

Bonnie Dodson is a Certified Financial Planner® with 44 years of industry experience. She is currently with Advisory Services Network and has previously worked at AD Private Wealth, Raymond James Financial Services, and UBS Financial Services. She is also an insurance agent specializing in life and variable insurance since 1994. Advisory Services Network is an independent enterprise serving individuals, families, corporations, and charitable organizations through a network of over 200 Investment Adviser Representatives. The firm offers portfolio management, financial planning, and retirement-plan consulting across a range of investment products and strategies, managing approximately $8.6 billion in client assets.

Thomas Nieves is a financial advisor at BFC Planning, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Centaurus Financial Inc., CETERA Advisor Networks LLC, and Summit Financial Group. Nieves is based in West Palm Beach, FL. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, referrals to outside managers, and other services, utilizing various platforms and investment approaches tailored by individual advisors.

Jennifer Tang is a CFP® professional with six years of industry experience, currently an advisor at Facet in West Palm Beach, FL. She has been with Facet Wealth, Inc. since 2021 and previously worked for Noesis Capital Management Corp. from 2001 to 2019. Facet serves individual members across various wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm delivers holistic financial planning using a Total Financial Life Resources framework and discretionary asset-allocation programs primarily utilizing ETFs.

Holly Workman is a financial advisor at Certuity, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Foreside Funds Distributors LLC, Polen Capital Management, LLC, and the University of Georgia. Certuity manages approximately $3.30 billion and offers investment advisory, financial planning, family office, and investment consulting services to high- and ultra-high-net-worth clients, private foundations, endowments, and pooled investment vehicles. The firm’s investment approach blends fundamental and quantitative analysis with an emphasis on asset allocation and diversification, maintaining a long-term, buy-and-hold orientation.

Richard Elliott is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Facet. His prior work includes roles at Citizens Securities, Price Waterhouse Coopers, Mercer Global Advisors, and Citizens Bank. He is based in West Palm Beach, FL. Facet Wealth provides tiered, subscription-based financial planning and implementation services to individual members across various wealth levels. The firm delivers holistic advice through its Total Financial Life Resources framework and employs discretionary asset-allocation strategies primarily using ETFs, without charging percentage-of-AUM investment fees.

Amanda Courtney is a Series 65-licensed advisor at Certuity, LLC with 14 years of industry experience. She has worked at Camden Capital Management, LLC since 2009. 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 strategy that combines fundamental and quantitative analysis.

Francis Bermudez is a financial advisor with Capital Analysts in Wellington, FL, holding a Series 66 designation and two years of industry experience. He has concurrently worked at Lincoln Investment and has been involved in education as a music teacher for the School District of Palm Beach County since 2011. Outside of finance, Bermudez manages lifeguards at Rapids Water Park and provides music lessons and performances as a sole proprietor. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through both firm-managed and third-party solutions. The firm operates with an in-house investment management team and maintains affiliations that affect its product offerings and advisory model.

Robert Hudson III is a financial advisor with Gladstone Wealth Partners in Palm Beach Gardens, FL. He holds a Series 66 designation and has 22 years of industry experience. Hudson has been associated with Gladstone Institutional Advisory LLC since 2015 and operates R. P. Hudson Capital Advisors alongside his work with LPL Financial. 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 strategies including individual securities, mutual funds, alternative investments, and tax-managed approaches.

Joshua Mcglothlin is a financial advisor at Gladstone Wealth Partners with 9 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Cambridge Investment Research Advisors, JPMorgan Chase Bank, and Fifth Third Bank. 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 portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an emphasis on integrating retirement-plan services and institutional manager relationships.

Kirk Henderson is a financial advisor at Ausdal Financial Partners, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Portfolios for 16 years. Outside of his advisory role, he is the owner of Kirk Henderson Financial Services, Inc., which provides insurance products. Ausdal Financial Partners, Inc. manages approximately $2.13 billion in client assets through a network of 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both discretionary and non-discretionary strategies across a range of investment products and maintains dual broker-dealer and insurance activities.

Brett Orvieto is a financial advisor at Dakota Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Lincoln Investment Planning, Inc and Strategic Asset Management Group before joining Dakota Wealth in 2018. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, and other entities. The firm employs a diversified, research-driven investment approach utilizing a range of asset classes and serves as an investment manager to registered funds and private pooled funds.

Madelyn Fahnestock is a Series 65-licensed advisor with Dakota Wealth, LLC, based in Palm Beach Gardens, FL. She has been with Dakota Wealth since 2023 and previously worked at PFM Asset Management and Brooks International. Her background includes diverse roles prior to joining the financial industry, including experience at Palm Beach Atlantic University and Indian Echo Caverns. Dakota Wealth, LLC serves a broad range of clients, including high net worth individuals, trusts, and organizations, offering customized wealth management and investment services. The firm employs primarily long-term portfolios using mutual funds, ETFs, and other securities, with a focus on ongoing oversight and due diligence.

Luken Cisick is a financial advisor at ON Investment Management Company with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked in several firms including Chelsea Financial Services and Evershore Financial Group. Outside of his advisory role, he is involved in insurance sales. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and plan sponsors with financial planning, portfolio management, and retirement-plan services. The firm offers a mix of discretionary and non-discretionary investment programs and operates a dual-registration model that includes broker-dealer activities.

Daniel Limmer is a CFP® with 33 years of experience in the financial services industry. He is currently affiliated with Procyon Institutional Partners, LLC, Procyon Advisors, LLC, and Purshe Kaplan Sterling Investments, Inc., where he has worked since 2021. Prior to these roles, he spent significant time at American Portfolios Financial Services, Inc. and Innovative Planning Services. Outside of his advisory duties, he consults on health and wellness services with Supreme Self Wellness. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, and retirement plans. The firm provides investment management, financial planning, and consulting services, employing fundamentally driven, customized portfolios and utilizing both internal management and third-party managers across a broadly integrated platform.

Gannon Brown is a financial advisor at Certuity, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at Fidelity Investments. Outside of advisory work, he has been involved with Hot Birdie's Chicken. Certuity manages approximately $3.3 billion and serves high- and ultra-high-net-worth families, private foundations, endowments, family offices, and other entities. The firm combines fundamental and quantitative analysis with an emphasis on asset allocation and long-term investing, providing services including investment advisory, financial planning, OCIO, and access to private markets.

Michele Miranda is a financial advisor with Gradient Advisors, LLC in Wellington, FL, holding a Series 65 credential and four years of industry experience. She has held roles at multiple firms, including Guardian Financial Partners and Tax & Financial Group. Outside of her advisory work, she is president and owner of Pre-Planning Solutions, Inc., where she provides educational seminars and marketing materials focused on funeral cremation and estate planning. Gradient Advisors, LLC offers 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, employing a largely non-discretionary model supported by risk analysis and market research methodologies.

Massimo Santicchia is a financial advisor at Procyon with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Cypress Capital Group and Crest Investment Partners. In addition to his advisory role, he is involved with Alpha Quant Models LLC, where he designs and develops quantitative investment strategies. Procyon serves a broad range of clients, including individuals, high-net-worth families, institutions, and retirement plans. The firm focuses on customized, fundamentally driven portfolios using mutual funds, ETFs, equities, and fixed income, managed through both internal teams and third-party providers.

Mariia Eroshin is a financial advisor at Certuity, LLC with 11 years of industry experience. She holds the CFP®, CFA®, and Series 66 designations. Her prior roles include positions at UBS, Citigroup, Bank of America, and Merrill. She also teaches as adjunct faculty at the University of San Francisco. Certuity serves high- and ultra-high-net-worth families, private foundations, endowments, family offices, and pooled investment vehicles, providing investment advisory, family office, financial planning, and consulting services. The firm emphasizes asset allocation, diversification, and a long-term buy-and-hold investment approach, combining fundamental and quantitative analysis, and offers access to private markets through its private funds and manager due diligence services.