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 at Andersen with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Andersen Tax LLC since 2006. Andersen provides full-service investment consulting, limited professional consulting, and performance measurement and reporting to successful individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, focusing on strategic investment plans, portfolio optimization, and consolidated performance reporting integrated with tax and financial planning.

David Weiland is a financial advisor with Integrity Advisory Solutions, holding a Series 65 designation and eight years of industry experience. Prior to joining Integrity Advisory Solutions in 2025, he worked at AlphaStar Capital Management, LLC for five years and Regal Investment Advisors, LLC for three years. He is also a Regional Sales Director at The Assurance Group, where he manages and supervises sales agents involved in fixed insurance and annuity sales. Integrity Advisory Solutions serves a diverse client base, including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a network model and third-party platforms to provide customized investment strategies across multiple asset classes.

Christopher Adams is a financial advisor at Citizens Private Wealth with six years of industry experience. He holds the CFA® designation and Series 63 license. His prior experience includes roles at HSBC Private Bank and SunTrust Advisory Services. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, supported by its affiliation with Citizens Bank, which offers additional 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. Sowell Management is a fee-based registered investment adviser that serves individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm uses a multi-branch independent-contractor model and offers investment management, financial planning, retirement-plan advisory, and consulting services, utilizing multiple investment styles and third-party sub-advisors.

Tonya Cooper is a financial advisor at Blackridge Asset Management, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors and Retirement Wealth Advisors. Outside of her advisory role, she coaches middle school girls volleyball at First Christian Academy in High Springs, FL. Blackridge Asset Management provides personalized financial planning and asset management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses. The firm’s investment approach is based on client risk profiles and employs a multiphase due diligence process, utilizing model portfolios and third-party managers.

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 Wealth Management with 41 years of industry experience. He has been with Robertson Stephens since 2013, including his current role at Robertson Stephens Wealth Management since 2018. He holds Series 63 and Series 65 licenses. Robertson Stephens Wealth Management provides advisory services to individual clients, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight from an Investment Office and Committee, managing over $7 billion in client assets as of December 31, 2024.

Christopher Gioia is a financial advisor at Oxford Financial Group, LTD, holding a Series 65 designation. He has industry experience dating back to 2009, with prior roles at Cowen Inc., ArmaVir Partners, and Tannenbaum Capital Group. Gioia is based in Palm Beach, Florida. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients, offering family office services, CIO-led portfolio construction, and fiduciary support. The firm emphasizes asset allocation, diversification across public and private markets, and provides both discretionary and non-discretionary management, along with in-house private-investment platforms and affiliated fiduciary services.

Joshua Crossman is a financial advisor with Dakota Wealth, LLC in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at The Sharp Financial Group, Boston Private Wealth LLC, Bank of America, and Merrill. Dakota Wealth, LLC serves a diverse clientele including high net worth individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm provides wealth management, investment management, financial planning, and retirement advisory services, with a focus on customized, primarily long-term portfolios that incorporate a range of asset types and include active management of private funds and ETFs.

Donald Dalton is a financial advisor with Consolidated Portfolio Review Corp who holds a Series 66 credential and has 25 years of industry experience. His prior roles include positions at Ameriprise Financial Services, SCF Investment Advisors, and Sigma Planning Corp. Dalton also serves as President and CEO of Dalton Wealth Group, offering wealth management and financial planning services. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm provides discretionary and non-discretionary managed accounts, proprietary tactical ETF model portfolios, financial planning, and access to third-party sub-advisors and separately managed account platforms.

Megan Culver is a financial advisor at AlphaStar Capital Management with over a decade of experience in the industry. She holds a Series 65 designation and has worked at Culver Total Wealth since 2013, where she is also an insurance agent. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and other advisers. The firm employs a strategic asset-allocation approach combined with quantitative analysis and momentum evaluation, offering both model and custom portfolio strategies.

Fred Ostrove is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Leucadia Asset Management LLC and Jefferies & Company, Inc. since 2006. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, and a range of other clients. The firm offers a customized planning process using third-party software and scenario analysis, focusing on areas such as tax and estate planning, executive compensation, and philanthropic planning.

Clinton Trotta is a financial advisor at Thurston Springer Advisors with six years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and the International Alliance of Healthcare Educators. Trotta serves on the Board of Directors for the Florida Wildlife Federation. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and charitable institutions, providing comprehensive financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical and Earnings Momentum, and offers discretionary portfolio management and ERISA fiduciary services.

Paul Caccomo is a financial advisor with Capital Analysts in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He previously worked at Lincoln Investment for nine years and Legend Equities Corporation for nine years. Outside of his advisory role, he owns and operates United Tax & Financial Services, LLC, providing tax preparation, bookkeeping, and fixed insurance products. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm utilizes discretionary and non-discretionary portfolio management supported by an in-house investment management team and offers a range of advisory services through various program structures.

Paul Wankmueller is a financial advisor at RFG Advisory, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Martin Fund Management and Blue Line Futures. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, and retirement plan consulting using a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches.

Darryl Grayson is a financial advisor with ACR Alpine Capital Research, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with ACR Alpine Capital Research since 2017 and previously worked at IMST Distributors, LLC and Alpine Investment Management, LLC. Grayson is also involved in managing client relations and distribution for Alpine Capital Research's mutual fund and SMA product lines. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, including high net worth individuals and retirement plans. The firm employs a fundamentally valuation-based, bottom-up investment approach across equity and multi-asset strategies and manages a diverse range of products including mutual funds, private limited partnerships, and wrap programs.