Robert Hicks is a CFA® charterholder with eight years of industry experience. He currently works at SpiderRock Advisors, LLC and has held positions at BlackRock Investments, Janus Distributors LLC, and Live Long Holdings LLC. Outside of his advisory role, he has been involved in managing a fitness franchise through KHR Management LLC. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, including asset managers, registered investment advisors, and high-net-worth individuals. The firm employs a rules-based, systematic approach combining quantitative and fundamental inputs to implement strategies focused on listed derivatives and dynamic option overlays.

Andrew Flick is a financial advisor with Visionary Wealth Advisors, LLC in Palm Beach Gardens, FL, where he has worked since 2014. He holds 17 years of industry experience. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management, employing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework.

Peter Oneill is a financial advisor at Summit Financial, LLC with 33 years of industry experience. He has previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. from 1994 to 2018, and has been associated with Purshe Kaplan Sterling Investments since 2018. Outside of his advisory role, he is involved in insurance brokerage and serves as managing member of Tanistry Wealth Management. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs along with financial planning and retirement plan advisory services, combining discretionary and consultative approaches to investment management.

Keith Brothers is a financial advisor at Gladstone Wealth Partners with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Capital One Financial Advisors LLC, and LPL Financial. Outside of his advisory role, he owns C & Co. Growth Partners, a tax preparation and accounting business, and HBFM Yacht Company. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, offering diverse investment strategies implemented at the representative level and supported by platform-level due diligence.

Mary Cosentino is a financial advisor at Dakota Wealth, LLC with 20 years of industry experience. She holds a Series 65 designation and has worked at Dakota Wealth since 2018, following 15 years at Strategic Asset Management. Outside of advising, she is involved as a distributor and educator for wellness products with Young Living Essential Oils. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, retirement plans, and business enterprises. The firm employs a long-term, customized investment approach using a mix of fundamental, technical, and quantitative analysis, and is notable for its management and sub-advisory roles in pooled funds and investment companies.

Matthew Oppedisano is a financial advisor with Capital Analysts in Wellington, FL, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He previously worked at Legend Equities Corporation for 18 years before joining Lincoln Investment, where he has been for nine years. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, customized and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and its internal investment management team.

Michael Frieda is a ChFC® credentialed financial advisor with 42 years of industry experience, currently with Private Client Services, LLC since 2010. He is also co-owner and technical coordinator of Crystal Wealth Management, Inc, where he is involved in the sale of traditional fixed-rate insurance, annuity products, and health-related insurance. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages about $1.05 billion across more than 3,200 client accounts.

Serena Craven is a CFP®-designated financial advisor at OnePoint BFG Wealth Partners with several years of experience in the wealth management industry. Her prior roles include positions at Northwestern Mutual Wealth Management Company and David Siegel. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of portfolio management strategies and integrates technology and operational outsourcing to support its advisory services.

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 a Series 66 designation and has worked at firms including Golden State Equity Partners, LLC, Kestra Investment Services, LLC, Kestra Advisory Services, LLC, Bank of America, N.A., and Merrill. She is also involved in Financial Advisors Research, providing investment-related consulting services. Ascentis Independent Advisors serves individuals—including high-net-worth clients—trusts, estates, pension and profit-sharing plans, and business entities. The firm offers asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, using a combination of discretionary management, third-party managers, and platform solutions tailored to client objectives.

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 with Dakota Wealth, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at several firms including BP Wealth Management and Banyan Partners, and has been with Dakota Wealth since 2018. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, and business enterprises, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm’s investment approach is long-term and customized, utilizing a mix of fundamental, technical, and quantitative analysis to construct diversified portfolios across various asset classes.

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 with Merit Financial Advisors in Boynton Beach, FL. He holds Series 63 and Series 66 credentials and has 27 years of industry experience. Bautz has worked at several firms, including Purshe Kaplan Sterling Investments, Stratos Wealth Partners, LPL Financial, Osaic FA, and A. G. Edwards & Sons, Inc. He also provides insurance advice based on client needs. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach overseen by an internal management team and investment committee, offers customizable model portfolios, and provides both wrap and non-wrap account options.

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 holds Series 63 and Series 65 licenses and has been with Greenwich Wealth Management since 2006, following a one-year tenure at Private Client Services. He is a founding member of Catalus Capital Management, a private family office management company, and serves as a member of Limin Holdings LLC, overseeing a banking license application in the Eastern Caribbean. Greenwich Wealth Management provides investment supervisory services to high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans. The firm offers discretionary portfolio management and financial planning, building bespoke portfolios using fundamental, technical, and macro analysis across a broad range of instruments.

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.