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 an investment adviser representative with Blackridge Asset Management, LLC, holding Series 63, 65, and 66 licenses and possessing 26 years of industry experience. His prior experience includes roles at Ameriprise, LPL Financial LLC, and Independent Financial Partners. Wilner is also president of BetOnU, Inc., where he is involved in teaching individuals. Blackridge Asset Management provides financial planning, investment management, and consulting services to a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm utilizes a combination of model-based portfolio management and third-party money managers, supported by an online platform.

Michael Martin is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at Madison Avenue Securities since 2015 and currently serves as president of Legacy Advisors, Inc., a fixed insurance sales firm where he has been involved since 2010. Martin is also the author of a book on retirement planning titled *The Big Picture Blueprint for Retirement Planning, Keys to Unlocking Your Financial Freedom*. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, including pension consulting, college-savings assistance, and services for charitable institutions. The firm manages approximately $2.0 billion across multiple advisory programs, offering both discretionary and non-discretionary portfolio management through various investment vehicles.

Matthew Oppedisano is a financial advisor with Capital Analysts in Wellington, FL, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He worked at Legend Equities Corporation for 18 years before joining Lincoln Investment, where he has been for the past 9 years. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, employer-sponsored retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through multiple programs, utilizing an in-house Investment Management & Research team and a proprietary mutual-fund screening process called CAPSL.

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 an advisor at Bison Wealth, LLC, having previously worked at Key Private Bank for 19 years. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, and charitable organizations. The firm offers multi-manager portfolios with tactical and strategic allocations, access to alternative investments, and a turnkey asset management platform that supports other financial advisers.

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.

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 advisor with 23 years of industry experience. He is currently with New England Private Wealth Advisors, LLC, where he has worked since 2005. New England Private Wealth Advisors provides fee-only investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm focuses on broadly diversified portfolios using primarily ETFs and mutual funds, and offers customized wealth planning and retirement plan advisory services.

Timothy Anderson is a CFA® charterholder with 24 years of industry experience. He is currently with RiverFront Investment Group, LLC, where he has served in various capacities since 2008. Prior to and concurrently with his roles at RiverFront, he was involved with Alps Distributors, Inc., supporting marketing and sales for RiverFront funds. RiverFront Investment Group provides discretionary portfolio management and model-based investment solutions to individual investors, trusts, pension plans, and institutional clients. The firm combines strategic and tactical asset allocation with security selection and risk management, delivering portfolios primarily through ETFs and customized solutions on a multi-advisor platform.

Joseph Riccelli is a financial advisor with Gladstone Wealth Partners in Palm Beach Gardens, FL, holding a Series 66 designation and 23 years of industry experience. He has worked with Gladstone Wealth Partners and LPL Financial since 2017 and was previously with PNC Investments from 2005 to 2017. Riccelli also operates Gladstone Wealth Group, an independent investment advisory firm. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with investment approaches implemented at the representative level and supported by firm-wide due diligence on sub-advisers and models.