Mary Avella is a financial advisor at Ascentis Independent Advisors, LLC with 12 years of industry experience. She holds the Series 66 designation and has worked at firms including Golden State Equity Partners, Bank of America, and Merrill. Avella is also involved in Financial Advisors Research, providing product-related consulting services. Ascentis Independent Advisors is a multi-team SEC-registered firm serving individuals, trusts, retirement plans, and corporate clients. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, using a diversified mix of public and private securities and employing discretionary management through model portfolios and sub-advisory arrangements.

Bryan Keller is a financial advisor at Dakota Wealth, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Dakota Wealth since 2018, including the firm’s prior iteration as Oakmont Partners. Before joining Dakota Wealth, he was with BP Wealth Management for four years. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and business enterprises. The firm constructs customized portfolios using diversified allocations and employs a research process combining fundamental, technical, cyclical, and charting analysis.

Ira Rapaport is a CFP® and PFS™ credentialed financial advisor with 24 years of industry experience. He has been with New England Private Wealth Advisors, LLC since 2005, including a prior period from 2005 to 2025 and a current tenure starting in 2025. His earlier experience includes seven years at Rinet Company, LLC. New England Private Wealth Advisors provides fee-based investment advisory and wealth management services to a diverse client base including individuals, high-net-worth clients, trusts, and institutions. The firm employs broadly diversified portfolios using mutual funds and ETFs, offers alternative investments when appropriate, and manages specialized income-focused strategies alongside comprehensive financial planning.

Timothy Anderson is a CFA® charterholder with 24 years of industry experience. He is currently with RiverFront Investment Group, LLC, where he has held roles since 2008, including his current position since 2022. His prior experience includes working at Alps Distributors, Inc. and Wells Fargo Clearing. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a valuation framework combined with tactical asset allocation and security selection across global fixed income and equities, implementing strategies through various model platforms and customized portfolio solutions.

Joseph Riccelli is a financial advisor with Gladstone Wealth Partners in Palm Beach Gardens, FL, holding a Series 66 designation and 23 years of industry experience. He has worked with Gladstone Wealth Partners and LPL Financial since 2017 and was previously with PNC Investments from 2005 to 2017. Riccelli also operates Gladstone Wealth Group, an independent investment advisory firm. 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 solutions, with investment approaches implemented at the representative level and supported by firm-wide due diligence on sub-advisers and models.

Michael Freeburg is a financial advisor at Greenwich Wealth Management, LLC with 24 years of industry experience. He has been with Greenwich Wealth Management since 2006 and previously worked at Private Client Services. Outside of his advisory role, he is a founding member of Catalus Capital Management, LLC, a private family office, and is involved with Limin Holdings LLC, which is pursuing a banking license in the Eastern Caribbean. Greenwich Wealth Management provides advisory services to high-net-worth individuals, families, trusts, charitable organizations, and institutional clients. The firm employs a range of strategies using fundamental, technical, and macro analysis across multiple investment vehicles and also manages pooled and institutional portfolios, including wrap-fee programs.

Richard Gerepka is a CFP® professional with 38 years of industry experience. He is currently with Ausdal Financial Partners, Inc. and has previously worked at OSAIC, American Portfolios, and Oxford Group International. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment vehicles and both discretionary and non-discretionary strategies.

Rory Brown is a financial advisor at Certuity, LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Perimeter Church and BrightOrg Services. 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 investment approach.

Joseph Mcaraw is a financial advisor at Principle Wealth with 28 years of industry experience. He holds the Series 66 designation and previously worked at Northstar Wealth Partners, LLC and LPL Financial LLC. His outside activities include involvement with Integrity Partners, LLC, an investment-related business entity. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, investment management, financial planning, and retirement plan advisory services. The firm manages $2.66 billion in assets and emphasizes a long-term, fundamentals-driven investment approach with diversified portfolios and ongoing client account monitoring.

Greggory Brant is a CFP® with 12 years of industry experience and is currently affiliated with Sowell Management. He has previously worked at firms including Prudent Insurance, Atlantic Wealth Partners, JPMorgan Securities, JPMorgan Chase Bank, Ameriprise Financial Services, and Sanford C. Bernstein & Co. Brant holds a Florida Producer Insurance License and has involvement in related business activities as an authorized member of investment-related entities. 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 multiple management styles and offers model portfolios, third-party manager selection, and unified managed account solutions, operating through an independent-contractor model with over 100 advisors.

Jennifer Heeren is a financial advisor with SVB Wealth LLC, holding a Series 66 designation and 22 years of industry experience. She has worked at Boston Private Wealth LLC since 2017 and previously held roles at Managed Account Services, LLC and IPC. SVB Wealth LLC serves a diverse client base including individuals, trusts, estates, charitable organizations, family offices, corporations, and retirement plans, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs fundamental, quantitative, and technical analysis, maintains a formal due-diligence process for manager selection, and provides customized investment solutions with access to private fund opportunities for qualified clients.

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, currently serving at Cary Street Partners. Her prior roles include positions at UBS Financial Services Inc. and Kovack Advisors, Inc. She is president of the University of Miami Palm Beach County Canes alumni association. Cary Street Partners serves a diverse client base, including individuals, corporations, trusts, retirement plans, and institutional clients, offering portfolio management, financial planning, and access to proprietary and third-party investment strategies. The firm integrates AI tools with human oversight in its investment process and provides a range of affiliated products and services.

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 credentials and bringing 24 years of industry experience. His prior roles include positions at Lincoln Investment, Legend Equities Corporation, and Invest Financial Corporation. Outside of advisory work, he serves as an insurance agent offering life, health, and fixed annuity products and is involved as a board member in mission and community enrichment organizations. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Mark Bluestein is a financial advisor at Wedbush Securities Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Wedbush in 2020, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in 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.

John Tassone is a financial advisor with CW Advisors, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. Prior to joining CW Advisors in 2026, he worked at several firms including FFT Wealth Management, Lido Advisors, and Boston Private Wealth. CW Advisors is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, charities, and business entities. The firm uses a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies, with centralized investment oversight and integrated services through the larger Osaic corporate group.

Elizabeth Thomas is a financial advisor at Cary Street Partners with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Pursuit Wealth Management, Ameriprise Financial Services, American Securities Group, and Wells Fargo Advisors. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional clients. The firm provides a range of services such as portfolio management, financial planning, third-party manager selection, and retirement plan fiduciary services, utilizing both proprietary strategies and AI tools alongside human oversight.

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.

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.