Cary Levine is a financial advisor with B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management, holding a Series 66 designation and 27 years of industry experience. His prior experience includes roles at National Securities Corporation and Gilman Ciocia, Inc. Levine is also president of Integrity Wealth Advisors LLC and Integrity Tax, LLC, which provides tax services. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a wide range of advisory programs, financial planning, and retirement solutions.

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.

Mark Bluestein is a financial advisor with Wedbush Securities Inc., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Wedbush Securities since 2020 and previously spent four years with Wells Fargo Clearing. Outside of his advisory role, he manages a real estate development partnership in Bucharest, Romania. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm supports tailored portfolio management strategies and administers SMA, MMA, UMA, and IMA offerings.

John Tassone is a financial advisor at CW Advisors, LLC in Jupiter, FL, with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including FFT Wealth Management, Boston Private Wealth LLC, and BakerAvenue. CW Advisors, LLC is a multi-team registered investment adviser with approximately $15 billion in assets under management, serving a diverse client base including individuals, families, trusts, charitable organizations, and pension plans. The firm employs a Core-and-Satellite investment framework that integrates active, passive, quantitative, and ESG strategies across multiple asset classes, and offers services such as wealth management, financial planning, retirement plan advisory, and family-office solutions.

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.

James Clifford is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Royal Fund Management since 2013 and also owns Lifestyle Retirement Solutions LLC, where he provides insurance products, including fixed annuities. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with portfolio management, financial planning, and pension consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to implement investment strategies aligned with clients’ risk tolerances and offers specialized services such as options writing and access to select non-traded REITs.

Christopher Callaway is a CFP® with 14 years of industry experience. He is currently with Belpointe Asset Management LLC and has held positions at firms including Independent Financial Partners, Valley Wealth Managers, and Charles Schwab. Outside of financial advising, he is the owner and boat captain of a marine services business. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and third-party models while providing various administrative services to affiliated entities.

Kathleen Burke is a financial advisor at Elevation Point Wealth Partners, LLC with 44 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Elevation Point in 2025, she worked for UBS Financial Services from 2010 to 2025 and Merrill from 2005 to 2010. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, including high-net-worth clients, as well as retirement plans, trusts, and institutional clients. The firm employs a blend of strategic and tactical asset allocation across various investment vehicles and offers a range of portfolio management and retirement consulting services.

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.

Robert Hogan is a Certified Financial Planner (CFP®) with 13 years of industry experience. He currently works at The Mather Group, LLC and previously spent 38 years at Hogan Knotts Financial Group. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and offers customization options such as direct indexing and ESG portfolios.

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.