Edward Durkin Jr. is a financial advisor at Jefferies Investment Advisers LLC with 30 years of industry experience. He has worked at Jefferies LLC since 2017 and was previously with Merrill from 1996 to 2017. Durkin holds Series 63 and Series 65 licenses. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, and various organizations. The firm offers a customized, collaborative planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning, utilizing third-party software and scenario analysis to support its recommendations.

Kevin Schneider is a financial advisor at Royal Fund Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at United Financial Freedom and First Advisors National, LLC. Outside of advising, he is involved in software development related to debt reduction, refers clients to CPA and credit repair services, and advises on estate planning software. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm develops customized Investment Policy Statements and employs a range of strategies from long-term investing to options writing, with regular portfolio monitoring based on client risk tolerances.

Suzanne Katz Riesner is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and 65 licenses and over 32 years of industry experience. She has been with Mutual of Omaha and its affiliated insurance company since 1991. In addition to her advisory role, she is part owner of a consulting firm focused on HR compliance related to ERISA and the Affordable Care Act and owns an insurance agency specializing in life, health, vision, and other related products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm works primarily through an Envestnet platform and integrates broker-dealer and insurance services within the Mutual of Omaha group.

Joel Yudenfreund is a financial advisor with Advisory Services Network who holds a Series 66 designation and has 15 years of industry experience. His career includes roles at Stifel Nicolaus & Co Inc and Calton & Associates, Inc. Outside of advisory work, he serves as a board member for the Dame Jillian & Dr. Arthur Sackler Foundation for the Arts, Sciences & Humanities and the Mandel JCC, and acts as an expert witness in trust and estate litigation. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of portfolio management and consulting services, employing diverse investment strategies and third-party manager oversight.

Paul Blatz is a CFA® charterholder with nine years of industry experience. He currently serves at Certuity, LLC and previously worked at Finemark Bank & Trust and GenSpring Family Offices, LLC. Certuity, LLC manages approximately $3.30 billion and provides investment advisory, financial planning, family office, and consulting services to high- and ultra-high-net-worth clients, private foundations, endowments, and pooled investment vehicles. The firm employs a long-term, buy-and-hold investment approach integrating fundamental and quantitative analysis, asset allocation, and diversification, while also offering OCIO and access to private markets through differentiated fund structures.

Matthew Baltuch is a financial advisor at Apollon Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at firms including Morgan Stanley and Steward Partners. Baltuch serves as treasurer on the Monte Verde Community Board in West Palm Beach, FL. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, and institutional clients. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of investment solutions including ESG models, direct indexing, and sub-advisory services for pooled and insurance-dedicated funds.

Chloe Sandler is a CFP® and holds a Series 65 license, with three years of industry experience. She is currently with Certuity, LLC and previously worked at Camden Capital and J.P. Morgan Asset Management. Certuity serves high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles. The firm offers investment advisory, family office, financial planning, and investment consulting services, emphasizing asset allocation, diversification, and a long-term buy-and-hold approach that combines fundamental and quantitative analysis.

Herbert Friedman is a financial advisor at Portfolio Medics, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Portfolio Medics since 2018. Prior to that, he was with New Century Financial Group LLC and Royal Alliance Associates, INC. from 1994 to 2018. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-HNW and high-net-worth individuals, offering a blend of strategic and tactical investment approaches, including model portfolios and a mix of passive and active strategies.

William Benjamin IV is a financial advisor at Citizens Private Wealth with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Republic Securities Company and First Republic Bank for eight years. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm uses a long-term, open-architecture investment approach with predominantly discretionary portfolio management and benefits from its affiliation with Citizens Bank, which provides unique product access and operational features.

Sharon Cirillo is a financial advisor at XML Financial Group with 24 years of industry experience. She holds a Series 66 designation and has worked with firms including VALIC Financial Advisors, Raymond James Financial Services, and Morgan Stanley. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm provides discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments, tailoring portfolios at the household level through a combination of fundamental and technical analysis and third-party managers.

Stephanie Dunbar is a CFP® and holds a Series 65 license with four years of industry experience. She is currently with Dakota Wealth, LLC and previously worked at Hightower Advisors, Vigilant Wealth Management, and Perspecta Trust. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, business enterprises, pooled investment vehicles, and registered investment companies. The firm constructs customized portfolios using diversified allocations and employs a research process that combines fundamental, technical, cyclical, and charting analysis.

Menachem Daniels is a financial advisor at Alexander Capital Wealth Management LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Integrated Retirement Advisors, LLC since 2019, with prior roles at Brokers Financial and Brokers International Financial Services, LLC. Daniels is also the owner of Nahum Daniels LLC, an insurance sales business specializing in fixed annuities. He previously served in a leadership role at the Chabad of Stamford, a religious charity. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis, utilizing both long- and short-term strategies, and manages approximately $212.1 million in discretionary assets.

Kristen Smigelski is a CFP® with 10 years of industry experience, currently affiliated with Regal Investment Advisors LLC in Palm Beach Gardens, FL. Her prior experience includes roles at Regulus Financial Group, Questar Asset Management, and RB Financial Advisors. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management through independent advisers to a diverse client base including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party model portfolios, granting advisers the ability to select and manage allocations with discretionary authority.

Alan Morris is a financial advisor with Advisory Services Network holding a Series 66 designation and 14 years of industry experience. He has worked at Crown Capital Securities, LP, Calton & Associates, Inc., and has been with Advisory Services Network since 2023. Outside of his advisory work, Morris is president of Topline Printing & Graphics, Inc., a printing and marketing company, and serves as an instructor for American Financial Education Services. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Richard Albert is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at UBS Financial Services and Raymond James Financial Services. He is also a variable and life insurance agent. Advisory Services Network is an enterprise firm serving individuals, families, corporations, charitable organizations, and employer retirement plans. The firm offers portfolio management, financial planning, investment and retirement plan consulting, and third-party manager selection through a network of independent advisors managing approximately $8.6 billion in client assets.

Jodi Perelman is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Truist Advisory Services since 2016 and has been affiliated with Truist Banks, Inc. and Truist Investment Services, Inc. since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships and utilizes AI-enabled research tools alongside traditional methods in its investment process.

Robert Layton is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His prior roles include positions at firms such as Avanti Securities, Ocean Financial Advisors, and Allaria Securities LLC. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager introductions. The firm employs a range of discretionary portfolio management and model portfolio strategies, including market-timing and momentum-based approaches in its legacy programs.

Hammish Philip is a financial advisor with Bankers Life Advisory Services, Inc. He holds the CFP® and ChFC® designations and has 12 years of industry experience. His career includes roles at Bankers Life Securities, Inc. and Sunshine Investment and Insurance Services, LLC. Outside of his advisory work, he operates a farm in St. Lucia where he cultivates fruits, vegetables, and cattle, and also offers touristic accommodations with related transportation services on the island. Bankers Life Advisory Services, Inc. is an SEC-registered adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities with periodic reviews.

Kai Heller Spencer is a financial advisor at Rockefeller Financial LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Spearhead Capital Advisors, the University of Florida, Oppenheimer & Co. Inc, Florida Atlantic University, and MassMutual. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Lisa Matthews is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked with Truist and its predecessor firms since 2014. Matthews serves as a board member and director of the East Coast Estate Planning Council. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program combining discretionary and non-discretionary approaches, supported by third-party platforms and AI-enhanced research.