Eric Stauffer is a financial advisor at 401k Generation with nine years of industry experience. He holds a Series 65 license and previously worked at Edward Jones for one year before joining 401k Generation in 2017. 401k Generation provides retirement plan consulting to plan sponsors and fiduciaries, as well as individual investment advisory and managed account services. The firm serves individuals, trusts, and business-sponsored retirement plans, using an internal Investment Policy Committee and quantitative grading to select mutual funds and ETFs.

Stephen Gagliardi is a financial advisor with Greenline Wealth Management in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Greenline Wealth Management since 2018 and previously at ADP Broker-Dealer, Inc. from 2015 to 2018. Greenline Wealth Management is an SEC-registered advisory firm with a team of six advisors that provides portfolio management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers both discretionary and non-discretionary services, including ERISA plan consulting and management, and utilizes a third-party manager network for strategy implementation.

Mohammad Abood is a financial advisor at Singer Wealth Advisors LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Maggard Wealth and Cedar Financial Partners. Outside of his advisory role, he is involved in insurance brokerage with Maggard Wealth Management. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and pension and profit-sharing plans. The firm provides comprehensive financial planning, portfolio management, and fiduciary consulting, utilizing fundamental analysis and tactical strategies to manage diverse investment products and offering advisory services to other registered investment advisers.

Jack Garey is a financial advisor at Greenline Wealth Management with one year of industry experience. He holds a Series 65 credential and has previously worked at Alliance Bernstein. Garey was a full-time student for ten years prior to entering the industry. Greenline Wealth Management is an SEC-registered advisory firm with six advisors that serves individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, with a notable focus on ERISA plan services and the use of third-party managers on the Envestnet platform.

Michael Silver is a CFP® with 32 years of industry experience and is a financial advisor at Baron Silver Stevens Financial Advisors, LLC. He has worked at the firm since 2000 and previously spent 20 years at Royal Alliance Associates Inc. Outside of his advisory role, Silver teaches a retirement and estate planning course at Florida Atlantic University. Baron Silver Stevens Financial Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering investment advisory and financial planning services. The firm employs a fundamental, generally long-term investment approach and utilizes risk-tolerance questionnaires, asset allocation, and optimization tools to design portfolios across various asset classes.

Nicolaas Letschert is a CFP® with 27 years of industry experience and has been with Noesis Capital Management Corp since 1995. He is involved in a family office entity, Noesis International Holdings, Inc., which manages family investment activities, and serves as a board member of Lymion Group Inc., a business intelligence company focused on the adult beverage industry. Letschert also indirectly oversees Noesis B.V., a Netherlands-based investment advisory firm affiliated with Noesis Capital. Noesis Capital Management provides wealth management, investment advisory, and financial planning services to individuals, families, trusts, foundations, and business entities, including both high-net-worth and non-HNW clients as well as foreign clients. The firm employs a research-driven, fundamental equity approach and offers customized portfolio management with an emphasis on companies exhibiting durable competitive advantages, strong financials, and attractive valuations.

Jennifer Dorfman is a financial advisor with Dawson James Asset Management, Inc. She holds Series 63 and Series 66 licenses and has 20 years of industry experience. Her prior roles include positions at Kovack Advisors, Mass Mutual Investors Services, Newbridge Securities, and Fusion Analytics Securities. Dawson James Asset Management provides discretionary and non-discretionary investment management and consulting services to corporations, retirement plans, trusts, and other institutional clients. The firm focuses on strategic asset allocation using a mix of actively managed and index funds, selective equity exposure, and fundamental security analysis, and it offers pension consulting services including investment policy preparation and participant education.

Gerald Pepper is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously operated Gerald M. Pepper & Associates, PA for over 30 years and is also a partner at Alpina Tax and Accounting Services, LLC, where he provides tax and accounting services. National Wealth Management Group offers fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to client needs and provides integrated tax and advisory services through its affiliation with an accounting firm.

Richard Ervolino is a financial advisor at Capital Management Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Liberty Partners Capital Management, LLC and Liberty Partners Financial Services, LLC. Outside of his advisory role, he owns USA Tax Plan, Inc., which sells insurance and annuities, and serves as an independent contractor consultant for a financial education firm focused on tax, insurance, retirement, and estate planning. Capital Management Services, Inc. provides portfolio management and advisory services to individuals, trusts, businesses, and employee benefit plans. The firm employs a tactical asset allocation strategy primarily using mutual funds and ETFs and manages accounts for both retail clients and other investment advisers.

Robert Schaffer is a financial advisor at Andrew Garrett Inc. with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Andrew Garrett Inc. since 2007, with a four-year tenure at Ladenburg Thalmann & Co. Inc. prior to his current role. Andrew Garrett Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover advice. The firm employs a multi-platform investment model and serves a broad client base through various advisory programs and fee arrangements.

Patrick Jordan is a financial advisor at FMSA with 15 years of industry experience. He holds a Series 65 designation and has worked at Compass Insurance Advisors and State Farm VP Management Corp. He is also a soldier in the Louisiana Army National Guard. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and offers discretionary portfolio management alongside comprehensive financial planning.

Laleeta Hill is a CFA® charterholder and financial advisor at Noesis Capital Management Corp with five years at the firm and prior experience at WE Family Offices, Q-EMerging Markets Corp., and Quantum India Equity Fund Management LLC. She is based in Boca Raton, FL. Noesis Capital Management provides wealth management, investment-advisory, and financial-planning services to individuals, families, trusts, foundations, and business entities, including both high-net-worth and non-HNW households as well as foreign clients. The firm employs a research-driven, fundamental equity approach focusing on companies with durable competitive advantages, strong financials, and attractive valuations.

Daniel Hession III is a financial advisor at Trevián Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Gelber Group, an algorithmic trading startup, Convergex, and Carnegie Mellon University. Outside of his advisory role, he owns Vydion LLC, a consulting business focused on business operations, strategy, and execution. Trevian Wealth Management provides discretionary investment management primarily to individual and high-net-worth clients, as well as businesses and pension plans. The firm emphasizes thoughtful asset allocation, low costs, and long-term investment strategies, utilizing a range of investment vehicles including ETFs, mutual funds, and private investments, while also applying artificial intelligence tools for research and market analysis.

Pablo Cairoli is a financial advisor at Epic Advisory Services Corp with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Asset Managers S.A. and Capital Markets Argentina S.A. Outside of his advisory role, he serves as director of a Uruguayan broker-dealer and is president of an advisory firm in Uruguay. Epic Advisory Services Corp provides investment management to individuals, corporations, and other entities through discretionary and non-discretionary arrangements, utilizing customized portfolios that incorporate third-party macroeconomic research and in-house due diligence. The firm operates with a notable cross-border presence through its affiliations with domestic and foreign entities, including a Uruguayan sub-advisor.

Lori Jackson is a financial advisor at Cove Private Wealth, LLC with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Deutsche Bank Securities Inc., Deutsche Bank Trust Company Americas, Bank of America, N.A., and Merrill. Cove Private Wealth serves high-net-worth individuals, trusts, estates, charitable organizations, and retirement plan sponsors by providing comprehensive portfolio management and retirement plan consulting. The firm employs a diversified investment approach that incorporates fundamental, technical, sector, and qualitative analysis, with an emphasis on customized strategies including the use of options and alternative investments.

Kristopher Moody is a Wealth Advisor at Baron Silver Stevens Financial Advisors, LLC in Boca Raton, FL, with 16 years of industry experience. He holds a Series 66 designation and has been with Baron Silver Stevens and OSAIC since 2011. Moody also serves as an adjunct professor at Florida Atlantic University, where he teaches financial and estate planning courses. Baron Silver Stevens provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio management through its Vision2020 Wealth Management platform, utilizing asset-allocation modeling and both discretionary and non-discretionary management strategies.

Vincent Fisk is a financial advisor at Atlas Financial Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at SecureVest Financial Group, Inc. and Zeus Financial, LLC. Atlas Financial Advisors provides discretionary portfolio management and financial planning to individuals, investment companies, charitable organizations, and businesses. The firm emphasizes customized portfolios focused on fixed-income instruments and uses a combination of fundamental, technical, and cyclical analyses.

Alex Manolakos is a financial advisor with Benchmark Financial Wealth Advisors LLC in Boca Raton, FL. He holds a Series 65 designation and has three years of industry experience. Prior to joining Benchmark, he worked in various roles including at Gold Coast Dermatology and AVM Solutions and completed graduate studies from 2021 to 2023. He is also a licensed insurance agent affiliated with Benchmark Financial Insurance LLC. Benchmark Financial Wealth Advisors LLC serves individuals, families—including high-net-worth households—small businesses, and employer-sponsored retirement plans, providing financial planning, wealth guidance, and portfolio management. The firm employs a client-specific investment process using independent managers, mutual funds, ETFs, and UMA/SMA platforms, while offering consolidated reporting and wealth governance services.

Arthur Crimmins Jr. is a financial advisor at McKinley Carter Wealth Services, Inc. with 19 years of industry experience. He holds a Series 65 designation and has worked at McKinley Carter since 2011, following a prior role at Kanawha Asset Management. He is also the manager of a family-owned business, Goff Mountain Holdings, LLC. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, using a combination of fundamental and technical analysis within a long-term strategic asset allocation framework.

Melissa Gannon is a CFP® and Series 65-registered advisor with 11 years of industry experience. She has been with Castle Wealth Management since 2016 and previously worked at Regal Investment Advisors LLC. Castle Wealth Management serves high-net-worth families, individuals, businesses, trusts, and charitable entities with customized wealth management and comprehensive financial planning. The firm employs asset-allocation analysis and committee-driven portfolio oversight, emphasizing tax-aware management and adherence to professional standards.