Massimo Santicchia is a financial advisor with Procyon, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Cypress Capital Group, Alpha Quant Advisors, and Crest Investment Partners, among others. In addition to his advisory role, he is involved with Alpha Quant Models LLC, an entity that designs and licenses quantitative investment strategies. Procyon serves a diverse client base including individuals, high-net-worth households, trusts, businesses, institutional investors, and retirement plans. The firm offers tailored investment management and advisory services, primarily using a long-term, fundamental analysis approach across discretionary and non-discretionary mandates.

Mariia Eroshin is a financial advisor at Certuity, LLC with 11 years of industry experience. She holds the CFP®, CFA®, and Series 66 designations. Her prior roles include positions at UBS, Citigroup, Bank of America, and Merrill. She also teaches as adjunct faculty at the University of San Francisco. Certuity serves high- and ultra-high-net-worth families, private foundations, endowments, family offices, and pooled investment vehicles, providing investment advisory, family office, financial planning, and consulting services. The firm emphasizes asset allocation, diversification, and a long-term buy-and-hold investment approach, combining fundamental and quantitative analysis, and offers access to private markets through its private funds and manager due diligence services.

Saralynn Golob is a financial advisor with Chelsea Advisory Services, Inc. in Lake Worth, FL, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She previously worked at Park Avenue Securities and Guardian Life and has operated The Tax Coach, LLC, a tax preparation service for individuals and corporate entities, since 2004. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, including high-net-worth clients, trusts, and some corporate entities. The firm follows a fundamental, long-term investment approach and generally manages diversified portfolios on a discretionary basis.

Sharon Bautz is a financial advisor at Merit Financial Advisors with 23 years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial, Stratos Wealth Partners, and PKS Investments. Bautz also provides insurance advice based on clients’ needs. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed portfolios alongside customizable models.

Jason Mcpharlin is a financial advisor at SVB Wealth with 20 years of industry experience. He holds a Series 65 designation and has worked at Boston Private Wealth LLC since 2016. SVB Wealth serves a diverse client base including individuals, trusts, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services, utilizing a range of investment strategies across multiple asset classes.

Moise Derosier is a ChFC® and Series 65 credentialed advisor with Global View Capital Management LLC in West Palm Beach, FL. He joined the firm in 2026 and has over two decades of experience working with the School District of Palm Beach. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm uses algorithmic research and quantitative methods to manage portfolios according to client risk profiles and objectives.

Sean Burke is a financial advisor at Pine Valley Investments with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including AE Wealth Management, Kirsner Wealth Management, and Fidelity. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting services to individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm employs a range of investment strategies and serves both directly managed accounts and referred clients through Tri-Party Agreements.

Edward Durkin Jr. is a financial advisor at Jefferies Investment Advisers LLC with 30 years of industry experience. He has worked at Jefferies LLC since 2017 and was previously with Merrill from 1996 to 2017. Durkin holds Series 63 and Series 65 licenses. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, and various organizations. The firm offers a customized, collaborative planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning, utilizing third-party software and scenario analysis to support its recommendations.

Vien Tran is a Wealth Management Advisor with Meridian Wealth Management, LLC and holds a Series 65 credential. He has nine years of industry experience and is also the owner and Investment Advisor Representative at SAT Financial Advisors Inc., where he has worked since 2016. Tran is based in Palm Beach Gardens, Florida. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, providing discretionary portfolio management, financial planning, and retirement-plan services. The firm emphasizes IPS-driven, tailored advice and manages most client relationships on a discretionary basis using a range of investment strategies.

David Hannay is a CFP® professional with 16 years of industry experience. He has been with Gladstone Wealth Partners since 2017, following seven years at Henry & Hannay Wealth Management. Outside of advisory services, he operates Hannay Financial Services, LLC, providing tax return preparation for individuals, partnerships, and S corporations. 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 an emphasis on retirement-plan service delivery and institutional manager relationships.

Kevin Schneider is a financial advisor at Royal Fund Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at United Financial Freedom and First Advisors National, LLC. Outside of advising, he is involved in software development related to debt reduction, refers clients to CPA and credit repair services, and advises on estate planning software. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm develops customized Investment Policy Statements and employs a range of strategies from long-term investing to options writing, with regular portfolio monitoring based on client risk tolerances.

Suzanne Katz Riesner is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and 65 licenses and over 32 years of industry experience. She has been with Mutual of Omaha and its affiliated insurance company since 1991. In addition to her advisory role, she is part owner of a consulting firm focused on HR compliance related to ERISA and the Affordable Care Act and owns an insurance agency specializing in life, health, vision, and other related products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm works primarily through an Envestnet platform and integrates broker-dealer and insurance services within the Mutual of Omaha group.

Joel Yudenfreund is a financial advisor with Advisory Services Network who holds a Series 66 designation and has 15 years of industry experience. His career includes roles at Stifel Nicolaus & Co Inc and Calton & Associates, Inc. Outside of advisory work, he serves as a board member for the Dame Jillian & Dr. Arthur Sackler Foundation for the Arts, Sciences & Humanities and the Mandel JCC, and acts as an expert witness in trust and estate litigation. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of portfolio management and consulting services, employing diverse investment strategies and third-party manager oversight.

Paul Blatz is a CFA® charterholder with nine years of industry experience. He currently serves at Certuity, LLC and previously worked at Finemark Bank & Trust and GenSpring Family Offices, LLC. Certuity, LLC manages approximately $3.30 billion and provides investment advisory, financial planning, family office, and 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 integrating fundamental and quantitative analysis, asset allocation, and diversification, while also offering OCIO and access to private markets through differentiated fund structures.

Matthew Baltuch is a financial advisor at Apollon Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at firms including Morgan Stanley and Steward Partners. Baltuch serves as treasurer on the Monte Verde Community Board in West Palm Beach, FL. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, and institutional clients. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of investment solutions including ESG models, direct indexing, and sub-advisory services for pooled and insurance-dedicated funds.

Chloe Sandler is a CFP® and holds a Series 65 license, with three years of industry experience. She is currently with Certuity, LLC and previously worked at Camden Capital and J.P. Morgan Asset Management. 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 approach that combines fundamental and quantitative analysis.

Herbert Friedman is a financial advisor at Portfolio Medics, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Portfolio Medics since 2018. Prior to that, he was with New Century Financial Group LLC and Royal Alliance Associates, INC. from 1994 to 2018. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-HNW and high-net-worth individuals, offering a blend of strategic and tactical investment approaches, including model portfolios and a mix of passive and active strategies.

William Benjamin IV is a financial advisor at Citizens Private Wealth with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Republic Securities Company and First Republic Bank for eight years. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm uses a long-term, open-architecture investment approach with predominantly discretionary portfolio management and benefits from its affiliation with Citizens Bank, which provides unique product access and operational features.

Sharon Cirillo is a financial advisor at XML Financial Group with 24 years of industry experience. She holds a Series 66 designation and has worked with firms including VALIC Financial Advisors, Raymond James Financial Services, and Morgan Stanley. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm provides discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments, tailoring portfolios at the household level through a combination of fundamental and technical analysis and third-party managers.

Stephanie Dunbar is a CFP® and holds a Series 65 license with four years of industry experience. She is currently with Dakota Wealth, LLC and previously worked at Hightower Advisors, Vigilant Wealth Management, and Perspecta Trust. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, business enterprises, pooled investment vehicles, and registered investment companies. The firm constructs customized portfolios using diversified allocations and employs a research process that combines fundamental, technical, cyclical, and charting analysis.