Jennifer Facini is a CFP® professional with 15 years of experience in financial advisory roles. She has worked at Brighton Jones LLC since 2021 and previously held positions at ARS Wealth Advisors, Fidelity, and Chase Investment Services Corp. Jennifer also serves as an adjunct finance faculty member at Southern New Hampshire University. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers a whole-balance-sheet approach and utilizes both public and private investments, supported by an affiliated ecosystem including a trust company and private investment fund management.

Francisco Lasanta Gorbea is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds a Series 65 designation and has been with Elevate since 2025. Prior to this role, his work experience includes positions at HMS Host, Walmart, and Publix. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management primarily for individual and high-net-worth clients. The firm tailors investment advice to clients’ objectives and risk tolerances, utilizing mutual funds, ETFs, individual equities, and third-party asset management platforms.

Fred Barnard Jr. is a financial advisor with Capital Analysts in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Legend Equities Corporation for 17 years and has been with Lincoln Investment for nine years. In addition to advisory work, Barnard is also a licensed producer of investment-related insurance products with multiple companies. 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 independent advisors and in-house investment management.

Joseph Jianos is a financial advisor with Capitol Securities Management, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Capitol Securities Management since 1987 and serves as president of an affiliated insurance agency. Capitol Securities Management serves individual, institutional, and corporate clients, providing portfolio management, financial planning, consulting, and wrap fee programs through both broker-dealer and registered investment adviser platforms. The firm offers a range of managed programs, including discretionary and non-discretionary accounts, and emphasizes due diligence in selecting third-party money managers.

James Cashmore is a CFA® charterholder with 30 years of industry experience, currently serving as a financial advisor at Capitol Securities Management, Inc. since 2020. His prior experience includes roles at Franklin/Templeton Distributors, Inc. and Multi-Bank Securities, Inc. in addition to periods outside the industry. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses by offering portfolio management, comprehensive financial planning, consulting, and wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser, providing advisory services through IAR-managed programs, separately managed accounts, and third-party money managers.

Marissa Nehlsen is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Berthel Fisher since 2013. Outside of her advisory role, she is involved in leadership coaching, training, and public relations for nonprofit organizations, including serving as a certified specialist in values-based leadership and working with The Foundation Latin America. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of platforms and tailored strategies.

Dalila Toledo is a financial advisor at Alera Investment Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Triad Advisors, CitiGroup, and Zacks & Company. Toledo is also the Director of Compliance for Financial Services at Alera Group. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and institutions. The firm offers discretionary portfolio management and ERISA-focused plan services, employing a long-term investment approach with internal and external managers.

Marc Nufrio is a financial advisor with Stonex Advisors Inc. and holds Series 63 and Series 65 credentials. He has 36 years of industry experience, including prior roles at StoneX Securities Inc., Wrp Investments, Inc., and OneAmerica Securities, Inc. Outside of his advisory work, he is involved in insurance sales through Nufrio Financial Group LLC and holds a limited real estate license as a Realtor. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm uses a combination of independent advisors and in-house resources to implement strategies via advisor-managed portfolios, proprietary models, and third-party money managers.

Shane Smith is a CFP® and ChFC® with 22 years of industry experience. He is currently with Independence Square Holdings, LLC, where he has worked since 2019, and has prior experience at Private Advisor Group, LLC, LPL Financial, and MSI Financial Services, Inc. His business activities include providing fixed insurance products through various carriers. Independence Square Holdings serves individuals, including high-net-worth clients, retirement plans, and institutional clients through financial planning, portfolio management, and pension consulting. The firm utilizes a multi-team approach, blending customized and model portfolios with third-party solutions, and offers access to a variety of investment instruments and digital platforms.

Jared Mcdaniel is a CFP® and CFA®-designated advisor with 18 years of industry experience. He is currently affiliated with Cornerstone Wealth and has previously worked at Mutual Securities, Inc. and CNR Securities, LLC. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, implementing model-based portfolios with a range of asset classes and third-party managers.

Ashley Setter is a financial advisor at Northern Trust Securities, Inc. with three years of industry experience. She holds a Series 66 credential and has worked previously at firms including JPMorgan Securities LLC and Midland Trust Company. Outside of her advisory role, she operates an independent pet sitting business. Northern Trust Securities, Inc. is a wholly owned subsidiary of Northern Trust Corporation that provides discretionary portfolio management primarily for high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven investment programs using a combination of proprietary and third-party products through the Fidelity Managed Account Xchange platform.

Giulliano Guimaray is a financial advisor at KCD Financial, Inc. with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Trinity Wealth Securities LLC and IFS Securities Inc. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers asset management, financial planning, and portfolio appraisal services, utilizing third-party platforms and managers to tailor investment strategies to clients’ goals and risk tolerance.

Jose Montalvo Jr. is a financial advisor at Global View Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Netlaw, School Loan 411 LLC, Rush University, and Transamerica Financial Advisors, Inc. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and execution infrastructure.

James Petkoson is a financial advisor at Calton & Associates, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Calton & Associates since 2010. His prior experience includes roles at Gunnallen Financial, Inc. and Wells Fargo Advisors. Outside of advisory work, he is an officer of a commercial rental property corporation and owns a residential rental property. Calton & Associates is a registered investment adviser, broker-dealer, and insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, employing a mix of analytical approaches and managing accounts through firm-sponsored programs or third-party money managers.

Steven Prawl is a financial advisor at G. A. Repple & Company with seven years of industry experience. He holds a Series 66 designation and has worked at Mangrove Financial since 2014. Outside of his advisory role, he owns Pinion Insurance Solutions, LLC, which sells health, life, and annuity insurance products. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a variety of analytical approaches to develop individualized portfolios and offers both discretionary and non-discretionary management, along with model strategies including ETF-focused and Biblically-Responsible Investing programs.

Christopher Davidson is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is affiliated with LPL Financial and has previously worked at Ameriprise Financial Services, Inc., Flaharty Asset Management, LLC, and currently leads IHT Wealth Management LLC. Davidson also manages several business entities for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Alexander Benham is a financial advisor at Elevate Financial Planning and Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining Elevate, he worked in various roles including at the University of San Diego Athletics Department and PotomacWave Consulting. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients, offering customized financial planning and both discretionary and non-discretionary portfolio management through a multi-adviser team. The firm employs fundamental analysis and tactical asset allocation across mutual funds, ETFs, and individual equities, and often utilizes third-party managers and turnkey asset management platforms for implementation.

Marcus Woods is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes two decades at FSC Securities Corporation and roles at Lion Street Financial and Integrity Alliance, LLC. Outside of advisory work, he operates a sole proprietorship focused on health and life insurance sales. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individuals including high-net-worth families, offering asset management, financial planning, and corporate retirement plan consulting. The firm uses a top-down investment process combining fundamental and technical analysis with a relative-strength methodology, primarily constructing portfolios with mutual funds and ETFs.

William Murty is a financial advisor at Elevate Financial Planning and Wealth Management with one year of industry experience. He holds the Series 65 designation and previously worked at George Mason University and KPMG. Before entering the financial industry, he spent several years working in the restaurant sector. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients with customized financial planning and portfolio management. The firm employs fundamental analysis and strategic asset allocation across mutual funds, ETFs, and individual equities, and works through a multi-adviser team to coordinate with clients’ other professionals.

Matthew McGowan is a financial advisor at Aptus Capital Advisors, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at SEI Investments Management Corp, SEI Investments Distribution Co, and Riskalyze. McGowan serves as a senior advisor consultant, assisting financial advisors in understanding Aptus Capital Advisors' investment philosophy and business services. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and provides advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a model-driven investment approach primarily using ETFs, including actively managed Aptus funds, combining technical and fundamental analysis to seek market upside while attempting to mitigate drawdowns.