Bonnie Dodson is a Certified Financial Planner® with 44 years of industry experience. She is currently with Advisory Services Network and has previously worked at AD Private Wealth, Raymond James Financial Services, and UBS Financial Services. She is also an insurance agent specializing in life and variable insurance since 1994. Advisory Services Network is an independent enterprise serving individuals, families, corporations, and charitable organizations through a network of over 200 Investment Adviser Representatives. The firm offers portfolio management, financial planning, and retirement-plan consulting across a range of investment products and strategies, managing approximately $8.6 billion in client assets.

Thomas Nieves is a financial advisor at BFC Planning, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Centaurus Financial Inc., CETERA Advisor Networks LLC, and Summit Financial Group. Nieves is based in West Palm Beach, FL. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, referrals to outside managers, and other services, utilizing various platforms and investment approaches tailored by individual advisors.

Christopher Beyer is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Hilltop Securities Inc. and has previously worked at Voya Investment Management, American Century Investment Services, and UBS Financial Services. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of portfolio management programs through an open-architecture platform and features custody capabilities and product offerings that distinguish it from many peers.

Jennifer Tang is a CFP® professional with seven years of experience in financial advising. She has worked at Facet Wealth, Inc. since 2021 and was previously employed at Noesis Capital Management Corp. from 2001 to 2019. Tang is based in West Palm Beach, FL. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a wide range of households through phone, video, and a proprietary web platform. The firm offers model-based asset allocations predominantly using exchange-traded funds and employs technology-driven processes for tax optimization and portfolio management.

Holly Workman is a financial advisor at Certuity, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Foreside Funds Distributors LLC, Polen Capital Management, LLC, and the University of Georgia. Certuity manages approximately $3.30 billion and offers investment advisory, financial planning, family office, and investment consulting services to high- and ultra-high-net-worth clients, private foundations, endowments, and pooled investment vehicles. The firm’s investment approach blends fundamental and quantitative analysis with an emphasis on asset allocation and diversification, maintaining a long-term, buy-and-hold orientation.

Richard Elliott is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Facet Wealth and previously held roles at Citizens Securities, Citizens Bank, Price Waterhouse Coopers, Mercer Global Advisors, and TIAA-CREF. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households through phone, video, and a proprietary web platform. The firm employs technology-driven, model-based asset allocations with a flat subscription fee structure rather than percentage-of-assets fees.

Amanda Courtney is a Series 65-licensed advisor at Certuity, LLC with 14 years of industry experience. She has worked at Camden Capital Management, LLC since 2009. Certuity serves high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles. The firm offers investment advisory, family office, financial planning, and investment consulting services, emphasizing asset allocation, diversification, and a long-term buy-and-hold strategy that combines fundamental and quantitative analysis.

Francis Bermudez is a financial advisor at Capital Analysts with two years of industry experience and holds a Series 66 designation. Prior to his current role, he has worked at Lincoln Investment and has long-standing experience in education as a music teacher in the School District of Palm Beach County. Outside of finance, Bermudez manages lifeguards at Rapids Water Park and works as a music teacher and performer. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers a range of portfolio management services and integrates discretionary investment management with independent advisor input, supported by proprietary research and institutional relationships.

Robert Hudson III is a financial advisor with Gladstone Wealth Partners in Palm Beach Gardens, FL. He holds a Series 66 designation and has 22 years of industry experience. Hudson has been associated with Gladstone Institutional Advisory LLC since 2015 and operates R. P. Hudson Capital Advisors alongside his work with LPL Financial. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies including individual securities, mutual funds, alternative investments, and tax-managed approaches.

Joshua Mcglothlin is a financial advisor at Gladstone Wealth Partners with 9 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Cambridge Investment Research Advisors, JPMorgan Chase Bank, and Fifth Third Bank. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an emphasis on integrating retirement-plan services and institutional manager relationships.

Kirk Henderson is a financial advisor at Ausdal Financial Partners, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Portfolios for 16 years. Outside of his advisory role, he is the owner of Kirk Henderson Financial Services, Inc., which provides insurance products. Ausdal Financial Partners, Inc. manages approximately $2.13 billion in client assets through a network of 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both discretionary and non-discretionary strategies across a range of investment products and maintains dual broker-dealer and insurance activities.

Alfred Townsend Jr. is a financial advisor at Advisory Services Network with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked with several firms, including Regal Investment Advisors and CS Advisors. In addition to his advisory work, Alfred is an independent insurance agent and a partner in a service company related to advisory and insurance services. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent representatives. The firm offers a range of portfolio management and financial planning services, utilizing a variety of investment strategies and flexible engagement options.

Jackson Ulvila is a financial advisor at Certuity, LLC based in North Palm Beach, FL. He holds a Series 65 credential and has recently entered the industry with less than one year of experience. His prior work includes roles outside finance at UPS and Hofseth North America, as well as academic studies at the University of Tennessee. Certuity manages approximately $3.30 billion and serves high- and ultra-high-net-worth clients, private foundations, endowments, family offices, and other entities. The firm combines fundamental and quantitative analysis with a long-term, buy-and-hold investment approach and offers a range of advisory, planning, and consulting services, including managing private funds structured as series LLCs.

William Kelly is a Series 65-licensed financial advisor with Sowell Management and has one year of industry experience. His prior roles include positions at Barclay Breland Family Office, self-employment, and teaching at Florida Atlantic University and Jupiter Community Middle/High School. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers model portfolios, sub-advisory relationships, and unified managed account solutions while supporting over 100 independent advisers.

Brett Orvieto is a financial advisor with Dakota Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Dakota Wealth and its predecessor entity since 2018 and previously held roles at Lincoln Investment Planning, Inc and Strategic Asset Management Group. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to a diverse client base including individuals, trusts, foundations, and pooled investment vehicles. The firm employs a long-term, customized investment approach utilizing fundamental, technical, and quantitative analysis and is notably involved as a general partner and sub-advisor to private funds and registered ETFs.

Madelyn Fahnestock is a financial advisor at Dakota Wealth, LLC and holds the Series 65 designation. She has three years of industry experience, including prior roles at PFM Asset Management and Brooks International. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, and business enterprises, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm employs a long-term, customized investment approach that integrates fundamental, technical, and quantitative analysis to construct diversified portfolios.

Luken Cisick is a financial advisor at ON Investment Management Company with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked in several firms including Chelsea Financial Services and Evershore Financial Group. Outside of his advisory role, he is involved in insurance sales. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and plan sponsors with financial planning, portfolio management, and retirement-plan services. The firm offers a mix of discretionary and non-discretionary investment programs and operates a dual-registration model that includes broker-dealer activities.

Gannon Brown is a financial advisor at Certuity, LLC with two years of industry experience. He holds a Series 66 credential and previously worked at Fidelity Investments. Outside of finance, he has experience in the food service industry. Certuity manages approximately $3.3 billion and provides investment advisory, financial planning, family office, and investment consulting services to high- and ultra-high-net-worth clients, private foundations, endowments, and pooled investment vehicles. 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.

Michele Miranda is a Series 65-licensed financial advisor at Gradient Advisors, LLC with four years of industry experience. She is also the owner and president of Pre-Planning Solutions, Inc., which provides educational seminars and marketing materials focused on funeral, cremation, and estate planning. Additionally, she owns M&N Marketing Insurance Services, Inc., a general agency offering insurance and annuity solutions. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through Investment Advisor Representatives and third-party money managers, emphasizing a non-discretionary model with detailed client risk analysis and portfolio strategies.

Ralph Tumolo is a financial advisor at Capital Analysts with 44 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 13 years with Legend Equities Corporation and 12 years with Osaic FA, Inc. Outside of advisory work, he serves as president of Teacher's Financial Services, an insurance sales and consulting business. Capital Analysts provides portfolio management, custom and model portfolios, and retirement-plan advice to a diverse client base including individuals, trusts, foundations, businesses, and charitable organizations. The firm offers both discretionary and non-discretionary investment management through a proprietary mutual-fund screening process and maintains institutional relationships to support its investment offerings.