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.

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, and the Jewish Federation. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, and institutional clients, providing services such as portfolio management, financial planning, and retirement plan fiduciary services. The firm utilizes proprietary strategies, third-party managers, and AI tools to support investment decisions.

Richard Trotta is a financial advisor with Thurston Springer Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Prior to joining Thurston Springer Advisors in 2022, he worked for Ameriprise Financial Services, Inc. for ten years. He serves as treasurer on the boards of VoteWater and Friends of the Everglades, both nonprofit organizations based in Stuart, Florida. Trotta also acts as a trustee for multiple family trusts, managing fiduciary responsibilities including asset administration and distributions. Thurston Springer Advisors serves a diverse client base that includes individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting services. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum, and manages accounts using discretionary agreements and third-party managers.

Lori Price is a financial advisor at Merit Financial Advisors with 41 years of industry experience. She holds a Series 63 designation and has worked at Merit Financial Advisors since 2019. Her prior experience includes roles at LPL Financial and Private Advisor Group, LLC. She also operates Price Financial Group LLC, a business active since 1995. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base, including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach with customizable model portfolios overseen by a central investment team and offers specialized services such as fiduciary and ESOP trustee work.

Timothy Georgen is a financial advisor at Williams Jones Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Fisher Investments, Securities America, Inc., Saybrus Equity Services, Inc., Saybrus Partners, Inc., and The Vanguard Group, Inc. He has been with Williams Jones Wealth Management since 2024. Williams Jones Wealth Management serves high-net-worth individuals, families, and various institutional clients, offering portfolio management, financial planning, and access to private investment vehicles. The firm’s investment approach typically involves concentrated portfolios with a focus on mid-to-large cap equities using a growth-at-a-reasonable-price strategy and active, tax-aware fixed-income management.

Mark Purcell is a financial advisor with Certuity, LLC, holding a Series 65 designation and five years of industry experience. His prior experience includes roles at Camden Capital, LLC, C-Space, and We Are Unlimited. Certuity manages approximately $3.30 billion and serves high- and ultra-high-net-worth families and individuals, private foundations, endowments, family offices, and pooled investment vehicles. The firm employs a long-term, buy-and-hold investment approach that combines fundamental and quantitative analysis, asset allocation, and diversification, and also provides OCIO and investment consulting services.

Robert Moore is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 35 years of industry experience. Prior to joining Insigneo in 2023, he worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2012 to 2023. He is also the owner of Sextant International Investments Advisory LLC, a non-securities-related business. Insigneo Advisory Services provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm offers discretionary and non-discretionary managed accounts, third-party manager oversight, and proprietary private placement vehicles, employing a customized investment process that incorporates firm-modeled portfolios and third-party macroeconomic research.

Daniel Saccal is a financial advisor with Altitude Capital Management LLC, holding Series 63, 65, and 66 credentials and 26 years of industry experience. He has worked at Vision Wealth Management, Inc., Lincoln Financial Securities Corporation, and Wealth Watch Advisors. Outside of his advisory role, Saccal is co-owner and president of a daycare facility and serves on the board of a credit union in Palm Beach Gardens, FL. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs a variety of strategies tailored to client objectives and risk tolerance, managing $103.6 million in discretionary assets through a multi-team structure.

Garrett Alton is a financial advisor at Certuity, LLC with 17 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Wilmington Trust, BNY Mellon, M&T Securities, Alton Capital, and Pennington Partners. Certuity serves high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles, offering investment advisory, family office, financial planning, and investment consulting services. The firm focuses on asset allocation, diversification, and a long-term buy-and-hold investment approach, combining fundamental and quantitative analysis and supplementing public market strategies with access to private markets through its private fund offerings.

Nicholas Sowers is a financial advisor at KCD Financial, Inc. with eight years of industry experience. He holds a Series 66 designation and has held positions at several firms including Trinity Wealth Securities and Florida Financial Advisors. Outside of his advisory role, he is involved with Guided Financial Advisors, focusing on insurance sales. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment strategies and utilizes third-party platforms and managers as part of its portfolio management approach.

Elizabeth Neuman is a financial advisor at Kingswood Wealth Advisors, LLC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cantella & Co Inc for 19 years before joining Kingswood in 2022. Outside of her advisory role, she serves as president and volunteer on the board of a not-for-profit condominium association where she resides. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients’ goals and risk tolerance, offering discretionary and non-discretionary portfolio management along with consulting and oversight of third-party managers.

James Sunderwirth is a financial advisor with World Equity Group, Inc. in Royal Palm Beach, FL, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with World Equity Group since 2015. In addition to his advisory role, Mr. Sunderwirth is a CPA providing tax preparation and bookkeeping services, and he serves as a tax partner at Community Accounting Partners of FL, PLLC, focusing on supervisory and review duties for tax staff and clients. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm utilizes a risk-tolerance questionnaire to guide asset allocation and provides managed portfolio solutions through discretionary third-party money managers and related advisory programs.

Gregory Madison is a financial advisor at MissionSquare Retirement with nine years of industry experience. He holds a Series 65 designation and previously worked at Slavic Integrated Administration for twelve years, followed by a brief tenure at DWC The 401k Experts. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which includes discretionary managed accounts and fund advice developed by Morningstar Investment Management.

Robert Mammana is a financial advisor with Gladstone Wealth Partners in Palm Beach Gardens, FL. He holds the CFP® designation and Series 66 license and has five years of industry experience. Prior to joining Gladstone, Mammana worked at LPL Financial, Fidelity Investments, Merrill, and held roles in consulting and retail businesses. Outside of his advisory role, he is also employed as a security guard. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and resources for each client and utilizes third-party managers, model portfolios, and retirement-account technology to serve clients’ needs.

Linda Yang is a Series 66 licensed financial advisor with 18 years of industry experience. She is currently with Savvy, joining in 2026 after seven years at Marcado Asset Management LLC and previous roles including Silicon Hills Wealth Management and CAPTRUST Financial Advisors. Savvy delivers investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm emphasizes customized investment plans using primarily index-based, long-term strategies alongside active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers and fintech tools to support comprehensive wealth management.

Joseph Karp is a financial advisor with Great Valley Advisor Group, LLC in Palm Beach Gardens, FL, holding Series 63, 65, and 66 licenses and over 10 years of industry experience. He has operated Karp Financial Services, Inc. since 2002 and serves as president of Joseph S. Karp, P.A., a law firm specializing in elder law, estate planning, and fiduciary services, a role he has held since 1988. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Brian Schad is a financial advisor at Prosperity - An EisnerAmper Company in West Palm Beach, FL, holding Series 65 and Series 66 licenses with three years of industry experience. His prior roles include positions at BDO, EY, Grant Thornton, and RSM US Wealth Management. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a multi-team approach with an emphasis on asset allocation and diversification, managing approximately $5 billion in client assets.

Thomas Maccowatt is a CFA® charterholder and holds a Series 65 license, with seven years of industry experience. He has been with Williams Jones Wealth Management, LLC since 2019 and was previously associated with Williams, Jones & Associates, LLC for 21 years. The firm serves high-net-worth individuals and families, as well as pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. Williams Jones Wealth Management employs a growth-at-a-reasonable-price equity approach and active, tax-aware fixed-income management across concentrated portfolios typically consisting of about 30 positions.

John Whitman is a financial advisor at Stephens with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stephens since 2006. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs and committee-based oversight, combining advisory services with broker-dealer and investment banking activities.