Mark Samson is a financial advisor at XML Financial Group with 36 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors from 2012 to 2022. Samson is a principal at BR Financial Associates Management Company, LLC, involved in managing entities related to XML Financial. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves nearly 2,900 clients with a range of services including discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investment opportunities.

Susan Jones is a CFP® professional at Savvy with five years of industry experience. She previously worked at Plancorp, LLC for four years and BKD, LLP for eight years before joining Savvy in 2025. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using a primarily index-based, long-term approach while also offering active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

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® professional with 33 years of experience in financial advising. He is currently with Procyon Advisors, LLC and Purshe Kaplan Sterling Investments, Inc. Prior to this, he worked at American Portfolios Financial Services, Inc. and Innovative Planning Services. In addition to his advisory work, he consults on health and wellness marketing through Supreme Self Wellness. Procyon provides investment management, financial planning, retirement-plan advisory, and institutional consulting services to a diverse client base including individuals, high-net-worth families, trusts, businesses, and government entities. The firm manages approximately $9.2 billion in client assets and utilizes a combination of fundamental analysis, internal portfolio construction, and access to independent managers.

Michele Miranda is a Series 65-licensed financial advisor at Gradient Advisors, LLC with four years of industry experience. She is also the owner and president of Pre-Planning Solutions, Inc., which provides educational seminars and marketing materials focused on funeral, cremation, and estate planning. Additionally, she owns M&N Marketing Insurance Services, Inc., a general agency offering insurance and annuity solutions. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through Investment Advisor Representatives and third-party money managers, emphasizing a non-discretionary model with detailed client risk analysis and portfolio strategies.

Ralph Tumolo is a financial advisor at Capital Analysts with 44 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 13 years with Legend Equities Corporation and 12 years with Osaic FA, Inc. Outside of advisory work, he serves as president of Teacher's Financial Services, an insurance sales and consulting business. Capital Analysts provides portfolio management, custom and model portfolios, and retirement-plan advice to a diverse client base including individuals, trusts, foundations, businesses, and charitable organizations. The firm offers both discretionary and non-discretionary investment management through a proprietary mutual-fund screening process and maintains institutional relationships to support its investment offerings.

Massimo Santicchia is a financial advisor at Procyon with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Cypress Capital Group and Crest Investment Partners. He is also involved with Alpha Quant Models LLC, where he develops and licenses quantitative investment strategies. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base including individuals, high-net-worth families, trusts, businesses, and government entities. The firm manages approximately $9.2 billion in assets using fundamental analysis and combines internal portfolio construction with access to independent managers and technology-driven decision support.

Saralynn Golob is a financial advisor with Chelsea Advisory Services, Inc. in Lake Worth, FL, holding Series 65 and Series 63 licenses and with 11 years of industry experience. Her prior experience includes roles at Park Avenue Securities and Guardian Life Insurance, and she has operated The Tax Coach, LLC, providing tax preparation services since 2004. Chelsea Advisory Services offers financial planning, investment advisory, and consulting services to individuals, including high-net-worth clients, trusts, and some corporate entities. The firm employs a fundamental, long-term investment approach, generally managing portfolios on a discretionary basis with diversified holdings across multiple asset classes.

Sharon Bautz is a financial advisor with Merit Financial Advisors in Boynton Beach, FL, holding a Series 66 designation and 23 years of industry experience. She previously worked at LPL Financial, Stratos Wealth Partners, and PKS Investments. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation approach managed by an internal investment team and offers both discretionary and non-discretionary services through a network of investment adviser representatives.

Moise Derosier is a financial advisor with Global View Capital Management LLC, holding the ChFC® designation and Series 65 license. He has been with Global View Capital since 2026 and has over two decades of experience working with the School District of Palm Beach. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and operational infrastructure.

Blaine Minton is a financial advisor with New Edge Wealth, holding a Series 66 designation and 26 years of industry experience. Prior to joining New Edge Wealth in 2024, he worked at Bank of America and Merrill from 2016 to 2024. Outside of his advisory role, he is a partner and investor in Bounce, a sports bar located in Delray Beach, FL. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and institutional clients. The firm offers a broad range of advisory services, focusing on asset allocation and investor behavior, and integrates third-party model platforms alongside proprietary investment solutions.

Sean Burke is a financial advisor at Pine Valley Investments with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including AE Wealth Management, Kirsner Wealth Management, and Fidelity. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting services to individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm employs a range of investment strategies and serves both directly managed accounts and referred clients through Tri-Party Agreements.

Edward Durkin Jr. is a financial advisor at Jefferies Investment Advisers LLC with 30 years of industry experience. He has worked at Jefferies LLC since 2017 and was previously with Merrill from 1996 to 2017. Durkin holds Series 63 and Series 65 licenses. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, and various organizations. The firm offers a customized, collaborative planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning, utilizing third-party software and scenario analysis to support its recommendations.

Scott Graver is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with New Edge Wealth, having joined the firm in 2024 after eight years at Bank of America and Merrill. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a variety of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and technology tools such as AI-assisted analytics.

Kevin Schneider is a financial advisor at Royal Fund Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at United Financial Freedom and First Advisors National, LLC. Outside of advising, he is involved in software development related to debt reduction, refers clients to CPA and credit repair services, and advises on estate planning software. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm develops customized Investment Policy Statements and employs a range of strategies from long-term investing to options writing, with regular portfolio monitoring based on client risk tolerances.

Suzanne Katz Riesner is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and 65 licenses and over 32 years of industry experience. She has been with Mutual of Omaha and its affiliated insurance company since 1991. In addition to her advisory role, she is part owner of a consulting firm focused on HR compliance related to ERISA and the Affordable Care Act and owns an insurance agency specializing in life, health, vision, and other related products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm works primarily through an Envestnet platform and integrates broker-dealer and insurance services within the Mutual of Omaha group.

Joel Yudenfreund is a financial advisor with Advisory Services Network who holds a Series 66 designation and has 15 years of industry experience. His career includes roles at Stifel Nicolaus & Co Inc and Calton & Associates, Inc. Outside of advisory work, he serves as a board member for the Dame Jillian & Dr. Arthur Sackler Foundation for the Arts, Sciences & Humanities and the Mandel JCC, and acts as an expert witness in trust and estate litigation. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of portfolio management and consulting services, employing diverse investment strategies and third-party manager oversight.

Matthew Baltuch is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Cabot Lodge Securities LLC, Steward Partners, Raymond James, Morgan Stanley, and Citigroup Global Markets. He serves as treasurer on the Monte Verde Community Board in West Palm Beach, FL. Apollon Wealth Management is a multi-team SEC-registered adviser with approximately $11.56 billion in assets under management, serving individuals, families, family offices, trusts, and institutional clients. The firm employs a blend of centrally managed strategies and locally managed portfolios, utilizing fundamental analysis, ESG risk models, tactical allocations, and technology tools including generative AI.

William Benjamin IV is a financial advisor at Citizens Private Wealth with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Republic Securities Company and First Republic Bank for eight years. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm uses a long-term, open-architecture investment approach with predominantly discretionary portfolio management and benefits from its affiliation with Citizens Bank, which provides unique product access and operational features.

Sharon Cirillo is a financial advisor at XML Financial Group with 24 years of industry experience. She holds a Series 66 designation and has worked with firms including VALIC Financial Advisors, Raymond James Financial Services, and Morgan Stanley. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm provides discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments, tailoring portfolios at the household level through a combination of fundamental and technical analysis and third-party managers.