Vincent Cuomo is a financial advisor at Cary Street Partners with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Pursuit Wealth Management, City National Bank, and Esquire Bank. Outside of his advisory role, he serves as Chairman of the Florida Bar Foundation Investment Committee and is a board member of the Florida Bar Advertising Committee. Cary Street Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, with a notable focus on serving state and municipal government entities and insurance company clients.

Christopher Reagan is a financial advisor at Meridian Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at PRUCO Securities, The Prudential Insurance Company of America, Mass Mutual Investors Services, and Metropolitan Life Insurance Company. Reagan is also involved with Meridian Insurance LLC, where he sells life insurance and fixed annuities. Meridian Wealth Management, LLC serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, employing a tailored investment approach that includes equities, ETFs, mutual funds, fixed income, and occasional alternative investments.

Christian Searcy Jr. is a CFP® with 24 years of industry experience, currently serving at Cary Street Partners since 2026. His prior roles include positions at Pursuit Wealth Management, Kovack Advisors, and UBS Financial Services. He is a board member of the UVA Club of the Palm Beaches and serves on finance and investment committees for local nonprofit organizations. Cary Street Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of portfolio construction options and proprietary strategies, serving a diverse client base that includes institutional niches such as state and municipal government entities.

Elizabeth Rockwell is a CFP® with 20 years of experience in the financial services industry. She is currently with Summit Financial, LLC and previously worked at UBS Financial Services, Fieldpoint Private Securities, Coastal Bridge Advisors, and Chronogram Corporation. Rockwell also serves as a Trustee for the Greenwich Historical Society, which focuses on preserving local history through educational programs and historic home preservation. 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 alongside financial planning and retirement plan advisory services, operating both discretionary and consultative platforms.

Alexander Pasquale is a financial advisor at Summit Financial, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has prior experience as an independent insurance agent and with Everest Consultants, LLC. Pasquale also provides consultation related to Bitcoin holdings for a small number of clients. Summit Financial, LLC is an SEC-registered, multi-team advisory firm serving approximately 17,800 clients with about $26.35 billion in assets under management. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, using a combination of discretionary and consultative approaches.

Stephen Mergler is a financial advisor at SVB Wealth with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Boston Private Wealth LLC from 2014 to 2022 before joining SVB Wealth. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients with wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a documented due diligence process to select and monitor third-party managers and offers discretionary and non-discretionary account management through its investment adviser representatives.

Michael Otoole is a financial advisor at Lanark Financial, Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with NBC Securities, Inc. since 2015. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers program-based accounts through various platforms with both discretionary and non-discretionary management.

Robert Wroblewski is a financial advisor with Momentum Independent Network Inc. in North Palm Beach, FL, holding a Series 63 designation and 30 years of industry experience. He has worked at SWS Financial Services Inc. since 2015 and has been self-employed since 2001. Outside of advisory services, he owns and operates a Medicare supplement and advantage insurance business as well as a tax preparation service. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage relationships. The firm utilizes third-party managers and Envestnet for investment advice and account management, offering a range of investment advisory programs, managed accounts, financial planning, and brokerage services.

Bradford Smithy is a financial advisor at Elevation Point Wealth Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services, INC across multiple periods between 2016 and 2024. Smithy serves on the boards of two charitable organizations focused on supporting families and children in Florida. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves a diverse client base including high-net-worth individuals, retirement plans, and corporations, employing a model portfolio investment approach that integrates tactical asset allocation across various investment vehicles and incorporates third-party managers and strategies.

James Malaussena is a financial advisor with BFC Planning, Inc. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining BFC Planning in 2021, he worked at Berthel Fisher & Company Financial Services, Inc. since 2007. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, and trusts. The firm provides financial planning, portfolio management, and access to various investment platforms and third-party managers through a network of approximately 200 advisors.

Adam Levy is a financial advisor with Andersen, holding Series 63 and Series 65 licenses and having eight years of industry experience. Prior to joining Andersen, he worked at AllianceBernstein L.P. and Ernst & Young Investment Advisers LLP. He has been associated with Andersen Tax LLC since 2006. Andersen serves successful individuals, families, trusts, family partnerships, corporate plans, and not‑for‑profit endowments by providing investment consulting that ranges from full-service wealth management to standalone performance measurement. The firm operates as a non‑discretionary advisor emphasizing client communications, integrated tax and advisory services, and forward-looking asset allocation modeling.

David Weiland is a Series 65 licensed advisor at Integrity Advisory Solutions with nine years of industry experience. He previously worked at AlphaStar Capital Management, Regal Investment Advisors, and co-manages fixed insurance and annuity sales as a Regional Sales Director at The Assurance Group. Integrity Advisory Solutions supports individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors managing approximately $1.1 billion in assets. The firm provides portfolio management, financial planning, retirement plan consulting, and model portfolio programs using a mix of fundamental and technical analysis, asset allocation strategies, and third-party platforms.

Christopher Adams is a CFA® charterholder with seven years of industry experience. He is currently a financial advisor at Citizens Private Wealth and has previously worked at HSBC Private Bank and SunTrust Advisory Services. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and foundations. The firm offers discretionary and non-discretionary investment management within an open-architecture framework, combining quantitative and qualitative research, and benefits from its affiliation with Citizens Bank, N.A., which provides unique product and operational features.

Christopher Kelly is a financial advisor at Sowell Management with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Barclay Breland Family Office, LPL Financial, Banc of America Investment Services, and Merrill. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model of over 100 investment adviser representatives.

Tonya Cooper is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior roles include positions at Lincoln Financial Advisors and Retirement Wealth Advisors. Outside of her advisory work, she coaches middle school girls volleyball at First Christian Academy in High Springs, FL. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm uses a network of investment adviser representatives and offers tailored portfolio management solutions, including access to model portfolios, third-party managers, and estate-planning referrals.

James Pankey is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Latitude Advisors since 2019 and GWN Securities Inc. since 2011, while also maintaining a full-time CPA practice. Pankey is based in Wellington, FL. Latitude Advisors serves individual and business clients, including high-net-worth investors, providing financial planning, discretionary portfolio management, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Gregory Marino is a financial advisor at Certuity, LLC with one year of industry experience. He holds the Series 65 designation and has prior experience affiliated with the University of Denver and The Benjamin School. 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, family offices, and pooled investment vehicles. 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.

Gregory Rothstein is a financial advisor with B. Riley Wealth Advisors, Inc. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at National Securities Corporation and Bank of America. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a broad range of advisory programs, financial planning, and retirement solutions.

Thomas Appleby is a financial advisor with Advisory Services Network holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Stifel and Barclays Capital Inc. He is also a partner in Andesite Investment Partners, a real estate investment venture based in Boynton Beach, Florida. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with a range of investment strategies and implementation options.

James Tierney Jr. is a financial advisor at Robertson Stephens with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Presidio Capital Advisors LLC and Tierney Capital Management. He has been with Robertson Stephens since 2013. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement plans, offering discretionary and non-discretionary portfolio management along with a range of planning services. The firm manages $8.76 billion in assets and utilizes a variety of investment strategies overseen by an internal Investment Committee.