Sean Hong is a financial advisor at AssuredPartners Investment Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Reynolds and Reynolds. Outside of his advisory role, he is involved in a rental property business. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.

Derrick Mims is a financial advisor at Simplicity Wealth with 12 years of industry experience. He holds Series 65 and Series 63 credentials. Mims has worked with several firms including Bencor, Inc., Fortuna Advisors, LLC, and Planmember Securities Corporation. He is also the managing member of Turnstart Wealth, an insurance agency business. Simplicity Wealth serves a diverse clientele ranging from individual and high-net-worth investors to institutional and corporate clients. The firm offers a fund-of-funds investment approach primarily using ETFs and mutual funds, along with model portfolio management and a third-party manager platform, combining advisory services with technology solutions for other advisors.

Victoria Wabnig is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. Her prior roles include positions at CL Wealth Management LLC, Purshe Kaplan Sterling Investments, MML Investors Services, LLC, and Metlife Securities. Outside of her advisory work, she serves as a bookkeeper for Camp Wishe Farm, a horse boarding facility, and acts as a trustee for family trust accounts. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets, tailoring portfolios to clients’ risk tolerance, time horizon, and objectives through diversified allocations and regular account reviews.

Rhys Williams is a Series 65 licensed financial advisor at Dakota Wealth, LLC with six years of industry experience. His prior work includes roles at Gibraltar Private Bank and Trust (2013–2018), IBERIABANK (2018–2019), and a brief period at Lowes Home Improvement in 2020. Dakota Wealth Management provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, trusts, retirement plans, and charitable organizations. The firm employs customized portfolios with diversified allocations and a combination of fundamental, technical, and cyclical research, offering both discretionary and non-discretionary management.

Steve Erikson is a financial advisor at Valley Wealth Managers, Inc. with 20 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Valley Wealth Managers in 2024, he spent over 18 years at Hallmark Capital Management, Inc., followed by a brief retirement period. Outside of his advisory role, he is involved in business consulting. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves both institutional and individual clients, including high-net-worth households, offering discretionary portfolio management and modular financial planning based on client-specific risk and equity targets.

William Mikus is a financial advisor with Dakota Wealth, LLC in Palm Beach Gardens, FL, holding 32 years of industry experience. He has been with Dakota Wealth and its predecessor since 2018 and previously worked at Boston Private Wealth LLC. Mikus serves as chairman of the board for The Salvation Army of the Palm Beaches and is second vice president of The Palm Beach Republican Club, both organizations focused on community and educational activities. Dakota Wealth, LLC serves individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm builds customized, primarily long-term portfolios using mutual funds, ETFs, individual equities, fixed income, and other instruments, with a focus on ongoing oversight and due diligence, and it acts as a manager and general partner to private funds and as sub-adviser to a registered ETF.

Jonathan Frances is a financial advisor with Triad Wealth Partners, LLC in Palm Beach Gardens, FL, holding a Series 65 designation and 16 years of industry experience. His prior work includes roles at CreativeOne Wealth, AE Wealth Management, Prosperity Wealth of Florida, and Global Financial Private Capital. He also serves as a managing member of Prosperity Wealth of Florida, where he is involved in the sale of life insurance and annuities. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform. The firm emphasizes strategic asset allocation, diversified investment strategies, and offers discretionary portfolio management alongside model portfolios and financial planning services.

Allison Mc Kay is a financial advisor with NBC Securities, Inc. in Wellington, FL, holding Series 63 and Series 65 licenses and has 13 years of industry experience. She has been with NBC Securities since 2015. Outside of her advisory role, Allison is a professional golfer with lifetime status on the LPGA Tour and participates in pro-ams and golf clinics where she teaches and competes. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to individuals, businesses, and institutional clients through multiple advisory programs and platforms, combining fundamental and technical analysis with discretionary and non-discretionary management options.

Tyler Bashaw is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63, 65, and 66 licenses and having 20 years of industry experience. He has worked at Kingswood Capital Partners, LLC and Benchmark Advisory Services, LLC, among other affiliated firms. Outside of his advisory role, he is a member of My Venture Fund, LLC, a venture capital entity involved in managing special purpose vehicle funds. Kingswood Wealth Advisors, LLC provides investment advisory and consulting services to individuals, corporations, pension and ERISA plans, and institutional investors. The firm employs an open-architecture approach, tailoring strategies to clients’ objectives and risk tolerance, and offers services including portfolio management, financial planning, and management of held-away assets.

Daniel Charley is a financial advisor with Concorde Asset Management, LLC, holding a Series 66 credential and bringing 10 years of industry experience. He has been with Concorde Asset Management since 2016 and also serves as President and 50% owner of Alpine Brokerage Services, an insurance agency. Outside of his advisory work, he is involved in a website development and graphic design business as a member of ThinkSonic Media, and he holds ownership interests in hospitality and insurance wholesaling ventures. Concorde Asset Management serves individual, corporate, and retirement-plan clients through discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios using model portfolios and third-party strategists, and provides ERISA retirement-plan advisory services along with participant advice.

Andrew Filauro is a financial advisor at Oxford Financial Group, LTD with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Steel Grove Capital Advisors, Goldman Sachs & Co., Barclays Capital Inc., and 40 North Management. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, chief investment officer functions, investment planning, and fiduciary support. The firm emphasizes asset allocation, diversification, and written Investment Policy Statements, offering both discretionary and non-discretionary management along with access to private market and alternative investments.

Jeremy Ervin is a CFP® professional with 15 years of industry experience, currently serving as an advisor with Inspire Advisors, LLC. He previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he is a partner in Kairos Land and Home LLC, a real estate investment company. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual and high-net-worth clients along with institutions and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a mix of fundamental, technical, and quantitative methods in portfolio construction.

Robert Hicks is a CFA® charterholder with eight years of industry experience. He currently works at SpiderRock Advisors, LLC and has held positions at BlackRock Investments, Janus Distributors LLC, and Live Long Holdings LLC. Outside of his advisory role, he has been involved in managing a fitness franchise through KHR Management LLC. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, including asset managers, registered investment advisors, and high-net-worth individuals. The firm employs a rules-based, systematic approach combining quantitative and fundamental inputs to implement strategies focused on listed derivatives and dynamic option overlays.

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. He holds the Series 66 designation and has worked at Gladstone Institutional Advisory LLC since 2015. Outside of his advisory role, he owns a business involved in tax preparation and accounting services. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, high-net-worth investors, corporations, pension plans, and charitable organizations. The firm operates through a network of independent advisers who customize strategies and use third-party resources and technology to support client accounts and qualified retirement plans.

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 a financial advisor at Blackridge Asset Management, LLC with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Wilner has worked at firms including Ameriprise, LPL Financial, and Independent Financial Partners. He is also president of BetOnU, Inc., where he teaches individuals outside of his advisory role. Blackridge Asset Management is a multi-advisor firm serving individuals, trusts, retirement plans, charitable organizations, and small businesses. The firm provides financial planning, portfolio management, and consulting services, utilizing both third-party and advisor-created models with a focus on due diligence and tailored client solutions.

Michael Martin is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Madison Avenue Securities since 2015 and is also president of Legacy Advisors, Inc., a firm specializing in fixed insurance sales. Martin is the author of the book *The Big Picture Blueprint for Retirement Planning, Keys to Unlocking Your Financial Freedom*. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through its network of investment adviser representatives.

Matthew Oppedisano is a financial advisor with Capital Analysts in Wellington, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Legend Equities Corporation for 18 years before joining Lincoln Investment, where he has been for nine years. Capital Analysts serves a wide range of clients, including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and uses an in-house investment management team with proprietary screening tools to support investment decisions.