Eduardo Suarez is a financial advisor with Bolton Securities Corporation, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2018, and previously held roles at JPMorgan Securities LLC, JPMorgan Chase, Transamerica Financial Advisors, Inc., and World Financial Group, Inc. Outside of finance, he manages Teak Accents, LLC, a woodworking business that creates and sells home accents. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporate and institutional clients, and fiduciary entities. The firm offers customized portfolio management through a network of independent advisers, employing a long-term investment approach with flexibility for shorter-term strategies.

Daniel Evans is a CFP® with 12 years of industry experience. He is currently with Bogart Wealth, LLC and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Bogart Wealth, LLC serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management services, utilizing model portfolios as well as specialized investment options such as direct indexing SMAs and private-market alternatives. The firm combines fundamental equity analysis with top-down asset allocation and employs AI tools under formal policies to support investment decisions.

Peter Reilly is a financial advisor at Trajan Wealth, L.L.C. with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at R. Cubed Capital, Anchor Capital Advisors, LLC, Nationwide Investment Services Corporation, and G.distributors, LLC. In addition to his advisory role, Reilly is also involved in insurance sales. Trajan Wealth serves primarily individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, using a tailored investment process informed by fundamental, technical, and cyclical analysis.

Robert Green is a Series 65-licensed financial advisor with 12 years of industry experience. He currently serves as an Investment Adviser Representative at Simplicity Wealth and has held roles at Rightway Investments LLC since 2013. Green is president of Leveled Up Digital Marketing and serves as a board member for the Patterns of Evidence Foundation, a nonprofit producing faith-based documentary films. Simplicity Wealth serves a broad mix of clients including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs and mutual funds, offering model portfolios that are actively monitored and rebalanced, along with technology and operational services for other advisers.

Geraldo Olivo is a CFP® professional with seven years of industry experience, currently serving at Bogart Wealth, LLC since 2025. His previous roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Raymond James & Associates. Outside of finance, he was involved with Tranquilo Way Productions, LLC from 2016 to 2019. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning, consulting, and wealth management services. The firm employs model portfolios overseen by an Investment Portfolio Committee and incorporates a mix of fundamental equity analysis, technical factors, and top-down asset allocation, offering both traditional and alternative investment options.

Brent Shepherd is a CFP®-designated financial advisor with over 30 years of industry experience. He is currently with Wealthcare Advisory Partners LLC and has previously worked at LPL Financial and 1 St Global Insurance Services. Shepherd also operates Shepherd Financial Services, a business entity used for tax and investment purposes. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of more than 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning approach supported by proprietary software and combines behavioral economics with an evidence-based investment framework.

Darren Mcneely is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Level Four since 2021 and has been involved with Level Four Financial, LLC since 2007. Outside of his advisory roles, he is a partner in Pinnacle Wealth Advisors, a financial planning business, and co-owns a real estate rental company in Panama City Beach, Florida. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and approximately 13,865 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a range of affiliated and third-party management options.

Christopher Ramsey is a financial advisor with Capital Analysts in The Woodlands, TX, holding CFP® and Series 63 credentials and bringing 26 years of industry experience. He has worked at Lincoln Investment and Capital Analysts Incorporated since 2012 and serves as managing member of Outlook Financial Group, LLC, which supports his practice. Ramsey also holds a fixed insurance license and engages in related activities. Capital Analysts serves a diverse clientele including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through proprietary models, third-party managers, and ERISA retirement plan advisory services. The firm operates with a fiduciary standard and leverages a specialized investment research team and various portfolio options.

John Trent is a CFP® professional with 11 years of industry experience, currently serving at United Capital Financial Advisors since 2015. He is also the Head of Business Development at Emberwood Designs, LLC, a company focused on 3D printing and gaming-related projects. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management with customizable strategies, integrating both internally managed models and third-party managers, and offers client-facing technology and ongoing portfolio monitoring.

Jared Neven is a CFP® professional with nine years of industry experience, currently serving as an advisor at Sowell Management. He is also co-founder and partner of Bellwether Advisory Group. His prior experience includes roles at Baker Tilly Capital, LLC, Baker Tilly Wealth Management, LLC, and Kestra Investment Services, LLC, as well as service in the United States Army Reserve. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers solutions including model portfolios, third-party manager selection, unified managed accounts, and held-away account management.

Wayne Lilly is a financial advisor at Symphony Financial, Ltd. Co. with two years of industry experience. He has also operated The Lilly Group LLC since 2011 and has worked at United Airlines since 1998. Symphony Financial, Ltd. Co. offers discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.09 billion in assets and uses a long-term investment approach combining fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives.

Precious Stansberry is a financial advisor at SVB Wealth with Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at First Citizens Bank, Exxon, Boeing, Altria, PwC, and the Naval Education & Training Command. Beginning in 2025, she will serve as an Affluent Wealth Advisor at First Citizens Investor Services, providing comprehensive wealth management and financial planning services to high-net-worth clients. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a combination of affiliated and third-party managers guided by an Investment Committee and operates as a wholly owned subsidiary of First Citizens Bank & Trust Company.

Norbert Karczewski is a financial advisor at Navy Federal Investment Services, LLC with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at First Command Advisory Services and related entities from 2013 to 2024. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers on platforms such as Envestnet, providing ongoing account monitoring and rebalancing.

Daniel Goodwin is a financial advisor at Accurate Wealth Management, LLC with 16 years of industry experience. He holds Series 65 and Series 63 designations and has been involved with multiple firms including Provident Wealth Advisors, LLC and Goodwin Financial Reality, which he manages outside of investment activities. Accurate Wealth Management serves individuals, pension plans, charities, corporations, and other advisers, offering discretionary portfolio management, financial planning, and a range of investment options including alternative assets. The firm emphasizes value, safety, quality, and risk control in its asset allocation approach and manages approximately $1.71 billion in regulatory assets.

Sergio Sosa is a financial advisor with Bolton Securities Corporation in Houston, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2018, and previously at JP Morgan Securities LLC and JP Morgan Chase Bank from 2012 to 2018. Outside of his advisory work, he is co-owner and manager of Teak Accents, LLC, a business focused on building and selling home accents. 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, charitable organizations, corporations, and retirement plans. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, balancing long-term orientation with tactical trading and rebalancing.

Kenneth Golden is a financial advisor with The Mather Group, LLC, holding a Series 65 credential and seven years of industry experience. Prior to joining The Mather Group, he worked for Exxon Mobil for 34 years and spent a year in retirement. Outside of his advisory role, he is a member of KAG HOLDINGS, LLC, an engineering and management consulting business. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and customization options such as direct indexing and ESG portfolios.

Michael Brcic is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at B. Riley Wealth Advisors and affiliated firms since 2022, and prior to that was with National Asset Management and National Securities Corp. His other business activities include life and health insurance sales. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers various programs such as Advisor-as-Portfolio-Manager and third-party managed accounts, managing approximately $4.21 billion in client assets through a team of about 173 advisors.

Bradley Roeske is a financial advisor with Concurrent Investment Advisors, LLC in The Woodlands, TX, holding Series 65 and Series 63 licenses with one year of industry experience. He has worked at Concurrent Investment Advisors and Tailormade Wealth Counsel since 2024. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement plan services to individuals, families, trusts, and businesses. The firm manages approximately $15.7 billion in assets across a multi-office platform and employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and individual securities.

Clinton Spradley is a financial advisor at Simplicity Wealth with a Series 65 credential and one year of industry experience. He previously worked at Fidelity Financial Group for eight years and has been with Simplicity Group since 2020. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, institutional clients, and other financial firms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios and a managed account platform for advisers alongside technology and operational support services.

Stephen Bauer is a CFP® with 18 years of experience in financial advising. He is currently with United Capital Financial Advisors, where he has worked since 2014, and previously worked at Cetera Advisor Networks LLC and Girard Securities. Bauer is also licensed to sell life, health, and annuities insurance products. United Capital Financial Advisors provides financial planning and investment management services to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and offers customized solutions such as ESG and faith-based investing, supported by proprietary technology and a range of ancillary services.