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 and a Series 66 designation. He has worked with Gladstone Institutional Advisory LLC since 2015 and has affiliations with Private Portfolio Partners, LLC and LPL Financial. Outside of his advisory roles, he is involved in owning a business related to tax preparation and accounting, as well as a 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 offers discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap programs and third-party manager solutions, implementing a range of investment approaches tailored at the representative level.

Mary Cosentino is a financial advisor at Dakota Wealth, LLC with 20 years of industry experience. She holds the Series 65 designation and has worked at Dakota Wealth since 2018, following 15 years at Strategic Asset Management. Outside of her advisory role, she is involved as a distributor for Young Living Essential Oils, focusing on wellness products and education. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and other entities. The firm constructs customized portfolios using diversified allocations across various asset classes, employing fundamental, technical, and cyclical research methods, and manages both proprietary and unaffiliated investment strategies.

Charles Wilner is a financial advisor at Blackridge Asset Management, LLC with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at firms including Ameriprise and LPL Financial. Outside of advisory services, he is the president of BetOnU, Inc., where he is involved in teaching financial education. 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 offers access to model portfolios and third-party managers and typically places client accounts on an affiliated turnkey asset management platform that combines discretionary portfolio management with fundamental and technical investment strategies.

Matthew Oppedisano is a financial advisor at Capital Analysts with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment and Legend Equities Corporation. Capital Analysts serves retail and institutional clients, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice. The firm combines discretionary and non-discretionary investment management supported by an in-house research team using a proprietary mutual fund screening process.

Andrea Cording is a financial advisor at Elevation Point Wealth Partners, LLC with 15 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc for 16 years. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets across 53 advisors. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities using model portfolios and tactical asset allocation, incorporating third-party managers and including insurance distribution and annuity servicing within its advisory services.

Byron Matysek is a financial advisor at BFC PLANNING, Inc. with Series 65 and Series 63 designations and one year of industry experience. His prior work includes roles at Berthel, Fisher & Company Financial Services, State Street Tax & Accounting Advisors LLC, M Group Advisors LLC, and Free of Fear Corp. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets through its network of independent advisory representatives who provide customized investment solutions.

Jeffrey Garinger is a financial advisor with Wealthcare Advisory Partners LLC in Jupiter, FL. He holds Series 65 and Series 66 licenses and has five years of industry experience. Prior to joining Wealthcare Advisory Partners, he worked at firms including Amundi Pioneer Asset Management, Purshe Kaplan Sterling Investments, and Virtus Investment Partners. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based advising discipline supported by patented Wealthcare software and integrates both passive and active investment strategies with behavioral economics insights.

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.

Karen Cameron is a financial advisor with Northern Trust Securities, Inc. She holds Series 65, Series 63, and Series 66 licenses and has 24 years of industry experience. Cameron has been with Northern Trust Securities since 2016. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer that provides discretionary portfolio management through a wrap fee program. It serves high-net-worth individuals, retail investors, and institutional clients with model-driven portfolios incorporating proprietary and third-party products.

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 the Series 66 designation and has worked at firms including Golden State Equity Partners, Bank of America, and Merrill. Avella is also involved in Financial Advisors Research, providing product-related consulting services. Ascentis Independent Advisors is a multi-team SEC-registered firm serving individuals, trusts, retirement plans, and corporate clients. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, using a diversified mix of public and private securities and employing discretionary management through model portfolios and sub-advisory arrangements.

Bryan Keller is a financial advisor at Dakota Wealth, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Dakota Wealth since 2018, including the firm’s prior iteration as Oakmont Partners. Before joining Dakota Wealth, he was with BP Wealth Management for four years. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and business enterprises. The firm constructs customized portfolios using diversified allocations and employs a research process combining fundamental, technical, cyclical, and charting analysis.

Andrew Plum is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with Elevation Point Wealth Partners, LLC, where he has worked since 2025, following 15 years at UBS Financial Services. In addition to his advisory role, Plum serves as managing partner of Loxahatchee Capital SPV, LLC, a related investment business. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities through model portfolio strategies and incorporates insurance distribution and annuity servicing into its offerings.

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.

Timothy Anderson is a CFA® charterholder with 24 years of industry experience. He is currently with RiverFront Investment Group, LLC, where he has held roles since 2008, including his current position since 2022. His prior experience includes working at Alps Distributors, Inc. and Wells Fargo Clearing. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a valuation framework combined with tactical asset allocation and security selection across global fixed income and equities, implementing strategies through various model platforms and customized portfolio solutions.