William Dahm III is a CFP® professional with five years of industry experience, currently serving at Provenance Wealth Advisors. His prior roles include positions at PWA Securities LLC, Citizens Securities, Inc., and RBC Capital Markets. Provenance Wealth Advisors manages approximately $3.63 billion in assets, providing portfolio management, financial planning, retirement planning, and consulting services to a diverse client base including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a multi-custodial platform and a range of investment strategies including equities, ETFs, mutual funds, and option strategies.

Jeffrey Bliss is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 credential and 17 years of industry experience. He has been with Sound Income Strategies since 2016 and has prior experience at Summit Wealth Partners and Wealthwise Technologies Advisory Group. He serves as Vice President on the board of the Fountains Professional Center Condo Association and is involved in Rockin' Roses, LLC, where he participates in live performances, event scheduling, and social media management. Sound Income Strategies is a fee-based investment adviser serving a diverse client base, including individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, employing fundamental and technical analysis, active portfolio management, and third-party manager allocations, alongside offering insurance planning and educational workshops.

Daniel Geller is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His career includes roles at Bolton Global Asset Management and Bolton Global Capital since 2019, as well as previous positions at Morgan Stanley Private Bank and Citigroup Global Markets. He is also co-owner and Managing Director of NYB Wealth Advisory, LLC, which operates securities and investment advisory services. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management using a mix of internal management, unaffiliated managers, and third-party programs, with an emphasis on a long-term investment approach.

Marlon Cruz is a financial advisor with Valley Wealth Managers, Inc. He holds a Series 66 designation and has 12 years of industry experience. His prior roles include positions at Leumi Investment Services Inc. and Bank Leumi USA. Valley Wealth Managers, Inc. is an SEC-registered adviser managing approximately $2.69 billion for individual and institutional clients. The firm uses a client-driven investment process that combines individual stocks and bonds with mutual funds and ETFs, supported by an investment committee overseeing strategic and tactical allocations.

Charles Radlauer is an advisor at Sound Income Strategies, LLC with 23 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Kovack Securities, Inc. and NewBridge Securities Corporation. Radlauer serves as chief compliance officer at Sound Income Strategies and is also an insurance agent. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers portfolio management, financial planning, and specialized services including ETF sub-advisory and insurance planning.

Oliver Grimard is a financial advisor at Clear Creek Financial Management, LLC, holding a Series 65 license with four years of industry experience. His prior work includes roles at Grow Holdings, LLC and Aqua Science. He is also involved in selling non-variable life insurance to clients. Clear Creek Financial Management serves individuals, high-net-worth clients, employer retirement plans, trusts, estates, other advisers, and business entities. The firm offers comprehensive financial planning and asset management with a focus on individualized account supervision, utilizing a range of investment strategies and algorithmic research through its Helios Quantitative Research division.

Fernanda Araujo is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at J. Safra Asset Management Corporation since 2021 and previously held roles at Safra Securities LLC, Morgan Stanley, and Wells Fargo. Outside of her advisory and compliance duties, she is a silent partner owner of an online jewelry business. J. Safra Asset Management Corporation provides discretionary and non-discretionary portfolio management, managed-account strategies, and institutional consulting to a range of clients including high-net-worth individuals and corporations. The firm employs a combination of fundamental and macroeconomic analysis and uses third-party managers to implement its investment strategies.

Michael Mader is a financial advisor with United Capital Financial Advisors in Fort Lauderdale, FL, holding a Series 63 designation and 26 years of industry experience. He has worked at United Capital since 2018, with prior roles at Cetera Advisor Networks and Cambridge Investment Research. Outside of his advisory work, Mader manages a real estate organization and holds ownership interests in residential properties. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm supports customized investment solutions and operates a platform that assists independent advisors with technology and practice management.

Stephen De Marco is a financial advisor at Zacks Investment Management, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LBMZ Securities, Inc., Advyzon, and Molo Solutions. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, offering a range of strategies including all-cap core, dividend, quantitative, and fixed-income approaches. The firm combines proprietary quantitative models with qualitative portfolio management and distributes strategies through multiple platforms, including wrap-fee and unified managed accounts.

Olesia Rasiuk is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 66 credentials and five years of industry experience. Her prior roles include positions at Morgan Stanley, AllianceBernstein, and Autonomous Research US LP. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and incorporates third-party sub-advisers and a structured due-diligence process in its investment approach.

David Falcone is a financial advisor with Sound Income Strategies, LLC and holds a Series 66 designation. He has two years of industry experience, including prior roles at Edward Jones and several mortgage-related firms. Outside of his advisory work, he volunteers as a youth football coach and participates in community service and fundraising activities with local organizations in Jacksonville, FL. Sound Income Strategies, LLC manages approximately $4 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity review, supported by a scalable advisor network and a range of sub-advisory and insurance planning services.

Dan Roehm Jr. is a CFP® professional with 11 years of industry experience, currently serving at Csenge Advisory Group, LLC. His prior roles include positions at Lion Street Financial and Benchmark Financial Wealth Advisors LLC. Outside of advisory work, he hosts an online event called BIG Breakfast featuring authors and consults on business development via LinkedIn. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate entities. The firm employs a combined fundamental and technical investment approach, emphasizing relative strength and a structured market and risk analysis, offering customized portfolio management through discretionary or model-based strategies.

Alexandra Escobedo is a Certified Financial Planner® at New Edge Wealth with over 16 years of industry experience, including 15 years at Bank of America Private Bank. She holds the CFP® and Series 63 designations and is based in Fort Lauderdale, FL. She has been with New Edge Wealth and its affiliated broker-dealer since 2026. New Edge Wealth serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients, offering wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, using a combination of independent managers, model strategies, proprietary solutions, and AI-assisted analytics to tailor portfolios.

Matthew Pohl is a financial advisor at Valley Wealth Managers, Inc. with 22 years of industry experience. He holds the Series 66 designation and previously worked at Bank Leumi USA and Leumi Investment Services, Inc. for 15 years. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and high-net-worth individuals, offering discretionary portfolio management, financial planning, and multiple wrap fee programs guided by a proprietary valuation analysis and a tactical asset allocation approach.

Richard Delio is a financial advisor at Zacks Investment Management, Inc. in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has worked at LBMZ Securities, Inc. and Zacks Investment Management since 2012. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, charitable and corporate entities, and institutional investors. The firm combines quantitative and qualitative analysis using proprietary stock-ranking models and offers a broad range of investment strategies and vehicles, serving both direct clients and third-party advisers through index licensing and model portfolios.

Matthew Jory is a CFP® and ChFC® with six years of experience in financial advisory. He is currently with Sound Income Strategies, LLC and also holds roles at McAdams Group, LLC and Fidelity Investments. Outside of his advisory work, he is involved in property management through Jamsey Living, LLC. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in client assets, serving a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized portfolio management with a focus on fixed-income analysis and employs a scalable advisor network supported by affiliated business lines and training.

Brian Asman is a financial advisor at Valley Wealth Managers, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked previously at Leumi Investment Services Inc. and Bank Leumi USA. He has been with Valley Wealth Managers since 2023. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm follows a client-driven investment process, utilizing a mix of equities, fixed income, and cash, with strategic oversight provided by an investment committee.

Donna Santangelo is a financial advisor at Provenance Wealth Advisors with 41 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill Lynch and Raymond James Financial Services. Provenance Wealth Advisors manages approximately $3.63 billion in assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management, financial planning, retirement planning, and consulting services, employing a range of investment strategies across multiple custodians.

Omar Morillo is a financial advisor with Mariner Independent, holding CFP® and ChFC® designations and the Series 66 license, with 10 years of industry experience. He has worked at multiple firms including Imperio Wealth Advisors, which he founded, and Purshe Kaplan Sterling Investments. Outside of advisory work, he owns Jetsetter Fulfillment, LLC, an online merchandise sales business. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management through both model portfolios and discretionary management, supported by a platform that integrates institutional resources and third-party managers.

Kristopher Fulwood Davis is a financial advisor at Trajan Wealth, L.L.C. with 4 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior experience includes roles at Fisher Investments, TIAA, and JPMorgan Chase Bank. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, with portfolios tailored to clients’ specific risk tolerances, tax situations, and other circumstances.