Andrea Cording is a financial advisor at Elevation Point Wealth Partners, LLC with 15 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc for 16 years. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets across 53 advisors. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities using model portfolios and tactical asset allocation, incorporating third-party managers and including insurance distribution and annuity servicing within its advisory services.

Byron Matysek is a financial advisor at BFC PLANNING, Inc. with Series 65 and Series 63 designations and one year of industry experience. His prior work includes roles at Berthel, Fisher & Company Financial Services, State Street Tax & Accounting Advisors LLC, M Group Advisors LLC, and Free of Fear Corp. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets through its network of independent advisory representatives who provide customized investment solutions.

Jeffrey Garinger is a financial advisor with Wealthcare Advisory Partners LLC in Jupiter, FL. He holds Series 65 and Series 66 licenses and has five years of industry experience. Prior to joining Wealthcare Advisory Partners, he worked at firms including Amundi Pioneer Asset Management, Purshe Kaplan Sterling Investments, and Virtus Investment Partners. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based advising discipline supported by patented Wealthcare software and integrates both passive and active investment strategies with behavioral economics insights.

Daniel Odigie is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Lincoln Financial Securities, Inc., NBC Securities Inc., and MD Capital and Wealth Management LLC, where he is also the owner and offers insurance products and practice management consulting to independent physicians. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolios and a comprehensive service model that includes insurance consulting and access to third-party investment advisors.

Olga De Value is a CFP® professional with 38 years of experience in the financial services industry. She is currently with SVB Wealth and holds a client service role at First Citizens Bank & Trust, the firm's parent company. Her prior experience includes positions at Boston Private Wealth LLC, Pruco Securities, LLC, The Prudential Insurance Company of America, and Mass Mutual Investors Services. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients, providing wealth management, financial planning, and portfolio management services. The firm uses a due diligence process to select third-party managers and combines fundamental, quantitative, and technical analysis to oversee client account management.

Anthony Lourido is a CFA® charterholder with two years of industry experience. He is currently an advisor at Bison Wealth, LLC, having previously worked at Key Private Bank for 19 years. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, and charitable organizations. The firm offers multi-manager portfolios with tactical and strategic allocations, access to alternative investments, and a turnkey asset management platform that supports other financial advisers.

Karen Cameron is a financial advisor with Northern Trust Securities, Inc. She holds Series 65, Series 63, and Series 66 licenses and has 24 years of industry experience. Cameron has been with Northern Trust Securities since 2016. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer that provides discretionary portfolio management through a wrap fee program. It serves high-net-worth individuals, retail investors, and institutional clients with model-driven portfolios incorporating proprietary and third-party products.

Nicholas Milana is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Bolton Global Asset Management since 2016 and at Delta Equity Services Corp since 2003. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charities, corporations, retirement plans, and financial institutions. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, balancing long-term strategies with tactical adjustments.

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.

Andrew Plum is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with Elevation Point Wealth Partners, LLC, where he has worked since 2025, following 15 years at UBS Financial Services. In addition to his advisory role, Plum serves as managing partner of Loxahatchee Capital SPV, LLC, a related investment business. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities through model portfolio strategies and incorporates insurance distribution and annuity servicing into its offerings.

Ira Rapaport is a CFP® and PFS™ credentialed advisor with 23 years of industry experience. He is currently with New England Private Wealth Advisors, LLC, where he has worked since 2005. New England Private Wealth Advisors provides fee-only investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm focuses on broadly diversified portfolios using primarily ETFs and mutual funds, and offers customized wealth planning and retirement plan advisory services.

Timothy Anderson is a CFA® charterholder with 24 years of industry experience. He is currently with RiverFront Investment Group, LLC, where he has served in various capacities since 2008. Prior to and concurrently with his roles at RiverFront, he was involved with Alps Distributors, Inc., supporting marketing and sales for RiverFront funds. RiverFront Investment Group provides discretionary portfolio management and model-based investment solutions to individual investors, trusts, pension plans, and institutional clients. The firm combines strategic and tactical asset allocation with security selection and risk management, delivering portfolios primarily through ETFs and customized solutions on a multi-advisor platform.

Joseph Riccelli is a financial advisor with Gladstone Wealth Partners, holding a Series 66 designation and 23 years of industry experience. He has worked at Gladstone Wealth Partners and LPL Financial since 2017 and previously spent 12 years with PNC Investments. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base that includes individual and high-net-worth investors, corporations, pension plans, and charitable organizations. The firm operates through a network of independent advisers who customize strategies, monitor accounts, and utilize third-party managers and retirement-account technology.

Thomas Cullen is a Series 66 licensed advisor at Elevation Point Wealth Partners, LLC with 18 years of industry experience. He previously worked at UBS Financial Services for 14 years before joining Elevation Point in 2025. Cullen serves as a partner, investment committee member, and senior portfolio manager at Loxahatchee Capital, a DBA of Elevation Point Wealth Partners. Elevation Point Wealth Partners is an SEC-registered multi-team firm managing approximately $8.29 billion in assets for individuals, retirement plans, trusts, estates, corporations, and other entities. The firm employs model portfolios with tactical asset allocation and integrates insurance distribution and annuity servicing into its advisory services.

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®-certified financial advisor with 12 years of industry experience, currently with Sowell Management. His prior experience includes roles at Prudent Insurance, Atlantic Wealth Partners, JPMorgan Securities, and Sanford C. Bernstein. He holds a Florida Producer Insurance License and is involved as an authorized member of GKB Capital, LLC and GWB Capital, LLC. Sowell Management is a multi-branch registered investment adviser serving individuals, retirement plans, corporations, RIAs, and institutions. The firm offers investment management, financial planning, and retirement-plan advisory services, utilizing mutual funds, ETFs, equities, and debt securities through a combination of strategic and tactical approaches.

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.