Rory Brown is a financial advisor at Certuity, LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Perimeter Church and BrightOrg Services. 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 investment approach.

Joseph Mcaraw is a financial advisor with Principle Wealth who holds a Series 66 designation and has 29 years of industry experience. His career includes tenures at Essex Financial Services, Inc., Raymond James Financial Services, Inc., LPL Financial, and Northstar Wealth Partners, LLC. Outside of his advisory role, he is involved with Integrity Partners, LLC, working part-time in securities trading. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporate clients with comprehensive wealth management services. The firm focuses on long-term, fundamental analysis-based investment strategies and integrates financial planning with portfolio management to align with clients’ goals and risk tolerances.

Jennifer Heeren is a financial advisor with SVB Wealth LLC, holding a Series 66 designation and 22 years of industry experience. She has worked at Boston Private Wealth LLC since 2017 and previously held roles at Managed Account Services, LLC and IPC. SVB Wealth LLC serves a diverse client base including individuals, trusts, estates, charitable organizations, family offices, corporations, and retirement plans, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs fundamental, quantitative, and technical analysis, maintains a formal due-diligence process for manager selection, and provides customized investment solutions with access to private fund opportunities for qualified clients.

Melanie Mc Donald is a CFP® with 18 years of industry experience. She is currently an advisor at Cary Street Partners and has previously worked at UBS Financial Services Inc. and Kovack Advisors, Inc. Mc Donald serves as president of the University of Miami Palm Beach County Canes alumni association, coordinating local initiatives. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies, serving a diverse client base that includes state and municipal government entities and insurance companies.

Harrison Page is a financial advisor at Certuity, LLC with two years of industry experience. He previously worked at Meketa Investment Group and Babson College. Certuity manages approximately $3.30 billion and provides advisory, financial planning, family office, and investment consulting services to high- and ultra-high-net-worth clients, private foundations, endowments, family offices, and other entities. 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.

Sergio Esteves is a financial advisor with Capital Analysts in Wellington, FL, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has previously worked at Lincoln Investment, Legend Equities Corporation, and Invest Financial Corporation. Outside of his advisory role, Esteves is a board member of PlantToday, a missions organization, and Primal Initiative Inc, which focuses on community enrichment through classes and events. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and an in-house investment team that utilizes a proprietary mutual fund screening process.

Elizabeth Thomas is a financial advisor with Cary Street Partners, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Her prior roles include positions at Pursuit Wealth Management, Ameriprise Financial Services, American Securities Group, and Wells Fargo Advisors. Cary Street Partners offers discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad range of investment options and proprietary strategies, with a focus on serving institutional niches such as state and municipal government entities and insurance company clients.

Richard Trotta is a financial advisor at Thurston Springer Advisors with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Ameriprise Financial Services, Morgan Stanley, Citigroup Global Markets, and Wells Fargo Clearing. Trotta serves on the boards of VoteWater and Friends of the Everglades and acts as a trustee for multiple trusts involving fiduciary and executive oversight responsibilities. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, using a mix of fundamental, technical, and cyclical investment analysis across both buy-and-hold and active strategies.

Lori Price is a financial advisor at Merit Financial Advisors with 41 years of industry experience. She holds a Series 63 designation and has worked at Merit Financial Advisors since 2019, following prior roles at LPL Financial, Private Advisor Group, and Osaic FA, Inc. Price also leads Price Financial Group LLC, a business she has operated since 1995. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm focuses on long-term diversified asset allocation with both discretionary and non-discretionary account options and utilizes a combination of internal management and third-party sub-advisers.

Timothy Georgen is a financial advisor at Williams Jones Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Fisher Investments, Securities America, Inc., Saybrus Equity Services, Inc., Saybrus Partners, Inc., and The Vanguard Group, Inc. He has been with Williams Jones Wealth Management since 2024. Williams Jones Wealth Management serves high-net-worth individuals, families, and various institutional clients, offering portfolio management, financial planning, and access to private investment vehicles. The firm’s investment approach typically involves concentrated portfolios with a focus on mid-to-large cap equities using a growth-at-a-reasonable-price strategy and active, tax-aware fixed-income management.

Mark Purcell is a financial advisor with Certuity, LLC, holding a Series 65 designation and five years of industry experience. His prior experience includes roles at Camden Capital, LLC, C-Space, and We Are Unlimited. Certuity manages approximately $3.30 billion and serves high- and ultra-high-net-worth families and individuals, 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, asset allocation, and diversification, and also provides OCIO and investment consulting services.

Peter Ream is a financial advisor with Capital Analysts based in Boynton Beach, FL. He holds Series 63, Series 65, and Series 66 licenses and has 22 years of industry experience. Prior to joining Capital Analysts in 2020, he worked with firms including HSBC Securities, PNC Investments, and Morgan Stanley. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and an in-house investment management team.

Robert Moore is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 35 years of industry experience. Prior to joining Insigneo in 2023, he worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2012 to 2023. He is also the owner of Sextant International Investments Advisory LLC, a non-securities-related business. Insigneo Advisory Services provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm offers discretionary and non-discretionary managed accounts, third-party manager oversight, and proprietary private placement vehicles, employing a customized investment process that incorporates firm-modeled portfolios and third-party macroeconomic research.

Daniel Saccal is a financial advisor at Altitude Capital Management LLC with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Vision Wealth Management, Inc., Lincoln Financial Securities Corporation, and Wealth Watch Advisors. Outside of advisory work, he is co-owner and president of a childcare facility and serves as a board member of Velocity Credit Union in Palm Beach Gardens, Florida. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs tailored strategies based on client objectives and risk tolerance, operating managed account programs with a multi-team structure across numerous offices.

Garrett Alton is a financial advisor at Certuity, LLC with 17 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Wilmington Trust, BNY Mellon, M&T Securities, Alton Capital, and Pennington Partners. Certuity serves high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles, offering investment advisory, family office, financial planning, and investment consulting services. The firm focuses on asset allocation, diversification, and a long-term buy-and-hold investment approach, combining fundamental and quantitative analysis and supplementing public market strategies with access to private markets through its private fund offerings.

Nicholas Sowers is a financial advisor at KCD Financial, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked at several firms including Trinity Wealth Securities, Florida Financial Advisors, and Purshe Kaplan Sterling Investments. He is also involved with Guided Financial Advisors, an insurance-related business based in West Palm Beach. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm offers asset management, financial planning, and access to third-party management programs with investment strategies tailored to clients’ goals and risk tolerance.

Elizabeth Neuman is a financial advisor with Kingswood Wealth Advisors, LLC in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She worked at Cantella & Co Inc for 19 years before joining Kingswood in 2022. Neuman serves as president of her condominium association’s board and volunteers with the PWA board for her condo community. Kingswood Wealth Advisors serves individual and institutional clients, including high-net-worth investors and retirement plan sponsors, offering portfolio management, financial planning, and consulting services. The firm employs an open-architecture platform with customized client allocations and integrates with affiliated financial entities to support insurance-linked account management.

James Sunderwirth is a financial advisor at World Equity Group, Inc. with 11 years of industry experience. He holds the Series 65 and Series 63 designations and has been with World Equity Group since 2015. Outside of his advisory role, he works as a CPA providing tax preparation and bookkeeping services, and serves as a tax partner for Community Accounting Partners of FL, PLLC, where he oversees tax preparation staff and clients. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm combines discretionary portfolio management with financial planning and third-party money managers, using a risk-tolerance questionnaire to guide asset allocation.

Gregory Madison is a financial advisor at MissionSquare Retirement with nine years of industry experience. He holds a Series 65 designation and has worked previously at DWC The 401k Experts and Slavic Integrated Administration. Madison is based in Palm Springs, FL. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services, using investment advice and model portfolios developed by Morningstar Investment Management.

Robert Mammana is a CFP®-designated financial advisor with five years of industry experience. He currently works with Gladstone Wealth Partners and has held prior roles at LPL Financial, Fidelity Investments, Merrill, and several other firms. Outside of advisory work, Mammana has been involved with Fortis Protection Group as a security agent. 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 various investment solutions, with an emphasis on integrating retirement-plan services and institutional manager relationships.