Adam Jones is a CFP® professional with 13 years of industry experience, currently serving at Certified Advisory Corp. His career includes roles at multiple financial services firms such as Fortune Financial Services and Pinnacle Insurance & Financial Services. He has been associated with Certified Advisory Corp since 2017. Certified Advisory Corp provides investment advisory and financial planning services to a diverse clientele including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and state and municipal government clients. The firm offers tailored investment strategies and a comprehensive mix of services, including portfolio management, pension consulting, and tax preparation through affiliated CPAs.

Richard Gailey is a CFP® and ChFC® with 34 years of industry experience, currently serving as an advisor at The Strategic Financial Alliance, Inc. since 2015. He is also the owner and sole proprietor of Money Concepts, a financial services and insurance business. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm supports both in-house portfolio management and third-party manager platforms, managing a majority of assets on a non-discretionary basis.

Jeffrey Czurak is a CFP® with 29 years of industry experience. He is currently with Advisory Services Network, where he has worked since 2025. His prior roles include positions at Professional Investment Advisory Services, Fidelity, and Haysley Financial Services. He is also licensed as an insurance agent for life insurance and annuities. Advisory Services Network is a multi-team firm serving individuals, families, corporations, and retirement plans through independent adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement consulting, utilizing diversified investment strategies and flexible engagement options.

Jeremy Udell is a CFP® and Series 65-registered financial advisor with over 23 years of industry experience. He is currently with Private Client Services, LLC and has previously worked at Kestra Advisory and Kestra Investment Services, LLC. Udell is also involved in life insurance sales through his own business, Udell Associates. Private Client Services is an SEC-registered independent investment adviser serving individuals, families, trusts, pension plans, corporations, and charitable organizations. The firm offers financial planning, consulting, and portfolio management through multiple advisory platforms, emphasizing risk profiling and tailored strategies across discretionary and non-discretionary accounts.

Anders Christiansen is a financial advisor at Gradient Advisors, LLC with one year of industry experience and holds a Series 65 designation. His work history includes roles at several firms such as America First Financial and Gines Insurance Agency. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that incorporates risk analysis and fundamental, technical, and cyclical portfolio assessments.

Linden Gould is a financial advisor at G. A. Repple & Company with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at G. A. Repple & Company since 2017, with prior experience at Security Financial Management and ProEquities Inc. Outside of finance, he is a professional musician performing with a choral ensemble. 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 offers a range of portfolio management options and employs various analytical approaches to align investments with clients’ goals and risk tolerances.

Joseph Bert is a CFP® professional with 50 years of experience in the financial services industry. He has been affiliated with Certified Advisory Corp since 1991 and previously worked at Certified Financial Group, Inc. for over three decades. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government entities. The firm employs a tailored investment approach that aligns client objectives with risk tolerance and liquidity needs, utilizing strategies such as fundamental and technical analysis, Modern Portfolio Theory, and automated platforms through Betterment.

Philip Stroud is a CFP® professional with 17 years of experience in the financial services industry. He is currently with OnePoint BFG Wealth Partners and has held roles at Northwestern Mutual and associated firms over the past decade. His background includes a mix of wealth management and financial planning roles. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of portfolio management strategies and integrates technology and operational support in its service model.

Matthew Finley is a CFP® with 17 years of experience in the financial services industry. He currently works at Savvy and has previously held roles at Focus Financial Network, OSAIC, Investors Financial Group, and LPL Financial. Finley is also a partner at Perspective 6 Wealth Advisors LLC. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm uses a blended investment approach combining index-based strategies with tailored solutions such as direct indexing with tax-loss harvesting and ESG-focused models, supported by proprietary technology and third-party platforms.

Eugene Pender Sr. is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Fusion Investment Advisors, Sammons Securities Company LLC, and Metropolitan Life Insurance Company, alongside operating E.R. Pender & Associates, LLC since 2001. He is a member of the board of directors at Clearwater Yacht Club. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs an open-architecture investment platform and combines customized asset allocation models with fundamental and technical analysis to manage client portfolios on a discretionary basis.

Ronald Somers Jr. is a financial advisor at Foundations Investment Advisors LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at Verity Asset Management and maintains roles at JW Retirement Solutions, LLC and Master Capital Wealth Management. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, as well as employer-sponsored retirement plans and registered investment companies. The firm uses a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Gary Abely is a CFP® with 12 years of experience at Certified Advisory Corp and a total of over 30 years in financial and tax-related services. He has been with Certified Advisory Corp since 2013 and also operates Gary Abely, CPA, providing tax preparation services. Additionally, he is involved with Central Florida Group Services, Inc., a firm specializing in employee benefits consulting, including retirement plans. Certified Advisory Corp offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs an individualized, goal-driven investment approach and emphasizes plan-level services, participant education, and systematic reporting.

Jonathan Ullivarri is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Eternal Empire Insurance, Blueprint Insurance Group, True Spec Golf, Club Champion Golf, and Golf Galaxy. He is also involved as President and Investment Advisor Representative of Eternal Empire Investments. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis.

Todd Labellman is a financial advisor at Madison Avenue Securities, LLC with 12 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 65. Prior to his current role, he has been associated with Anders & Anders Financial Group, Inc. since 2016. Outside of his advisory work, he owns and manages Labelle Fur Co., a retail outerwear business. Madison Avenue Securities provides investment advisory and brokerage services to individual and high-net-worth clients, as well as pension consulting and support for charitable institutions. The firm offers both discretionary and non-discretionary portfolio management through various advisor-managed and third-party models.

William Farrell is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Northwest Asset Management since 2021 and previously spent six years at Ronald Blue & Co. Northwest Asset Management serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory services, employing strategies based on strategic asset allocation and Modern Portfolio Theory.

Shane Higgins is a CFP® professional with 13 years of experience in the financial services industry. He currently works at Apella Wealth and has previously been employed at firms including David Vaughan Investments, Schwab Wealth Advisory, Charles Schwab & Co., TD Ameritrade, and Merrill. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm uses a model-driven, quantitative approach to investment management and offers a range of services, including discretionary and non-discretionary management, separately managed accounts, held-away portfolio advice, and an automated advisory option.

Cary Carbonaro is a CFP® and Series 65 licensed advisor with 24 years of industry experience, currently affiliated with Ashton Thomas Private Wealth. Her prior roles include positions at Advisors Capital Management and United Capital Financial Advisers. Outside of advisory work, she is an author and professional speaker through Money Queen LLC, serves on the Cortland College Foundation Board, and is a member of advisory councils for NASDAQ and the CFP Board. Ashton Thomas Private Wealth offers investment advisory and wealth management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm employs a multi-manager approach, utilizing mutual funds, ETFs, independent managers, and sub-advisers, and incorporates strategies such as options and selective cryptocurrency exposure.

Scott Peelen is a ChFC® credentialed financial advisor with over 34 years of industry experience. He is currently with ValMark Advisers, Inc. and ValMark Securities, Inc., having joined in 2024. His prior experience includes roles at IFP Securities, LLC, Independent Financial Partners, LPL Financial, and he has been a principal at Moreno Peelen Partners LLC since 2015. Peelen also owns MPC Wealth, an LLC providing financial services and health and mutual fund business operations. ValMark Advisers, Inc. offers investment advisory and financial planning services to a wide range of clients, including individual investors, retirement plan sponsors, and institutional entities. The firm employs a diversified, goal-based investment approach using proprietary and third-party platforms, with oversight by an investment committee and integration of specialized manager programs and ETF portfolios.

Kevin Forbush is a financial advisor at Larson Financial Group, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lion Street Financial, Cantella & Co., IHT Wealth Management LLC, and Lion Street Advisors. Outside of finance, he is the managing principal and sole owner of Forbush Legal, PLLC, a law practice he has operated since 1996. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs, employing strategic and tactical approaches alongside AI-assisted tools, and offers a range of affiliated services including broker-dealer, commercial real estate, and private equity activities.

Richard Crouse is a CFP® with 40 years of industry experience. He has been with G. A. Repple & Company since 1992 and previously worked at GVC Financial Inc from 1989 to 2008. Outside of his advisory role, he is president and owner of a tax preparation and IRS representation business. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to build portfolios aligned with clients’ goals and risk tolerances and offers a range of management options, including an ETF-focused program and a Biblically-Responsible Investing model.