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 with Altitude Capital Management LLC, holding Series 63, 65, and 66 credentials and 26 years of industry experience. He has worked at Vision Wealth Management, Inc., Lincoln Financial Securities Corporation, and Wealth Watch Advisors. Outside of his advisory role, Saccal is co-owner and president of a daycare facility and serves on the board of a credit union in Palm Beach Gardens, FL. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs a variety of strategies tailored to client objectives and risk tolerance, managing $103.6 million in discretionary assets through a multi-team structure.

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 and Florida Financial Advisors. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers tailored asset management and financial planning services, utilizing third-party platforms and managers to implement a range of investment strategies.

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.

James Sunderwirth is a financial advisor with World Equity Group, Inc. in Royal Palm Beach, FL, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has been with World Equity Group since 2015. Outside of his advisory role, he provides tax preparation and bookkeeping services as a CPA and serves as a tax partner at Community Accounting Partners of FL, PLLC, specializing in accounting and tax services for homeowners associations. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a risk-tolerance questionnaire to guide asset allocation and provides managed portfolios primarily through its wrap-fee program, combining discretionary portfolio management with access to third-party money managers.

Joseph Grutta is a Certified Financial Planner (CFP®) with 37 years of industry experience. He is currently with Blackridge Asset Management, LLC and has prior experience at Centaurus Financial, Inc. and Peak Brokerage Services, LLC. In addition to his advisory role, he is involved in business consulting, tax preparation and planning as an Enrolled Agent, and the sales of fixed insurance and legal plans. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored financial planning and model-based portfolio management through a network of investment adviser representatives and uses a combination of fundamental, technical, and charting analysis across its platforms.

Robert Mammana is a CFP®-designated financial advisor with five years of industry experience. He currently works with Gladstone Wealth Partners and has held prior roles at LPL Financial, Fidelity Investments, Merrill, and several other firms. Outside of advisory work, Mammana has been involved with Fortis Protection Group as a security agent. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with an emphasis on integrating retirement-plan services and institutional manager relationships.

Linda Yang is a Series 66 licensed financial advisor with 18 years of industry experience. She is currently with Savvy, joining in 2026 after seven years at Marcado Asset Management LLC and previous roles including Silicon Hills Wealth Management and CAPTRUST Financial Advisors. Savvy delivers investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm emphasizes customized investment plans using primarily index-based, long-term strategies alongside active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers and fintech tools to support comprehensive wealth management.

Terra Howard is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 66 licenses and having 25 years of industry experience. She has worked at Wells Fargo Advisors and Merrill Lynch, Pierce, Fenner & Smith Inc., and currently serves as a Supervision Principal at Peak Brokerage Services, an affiliate of her current firm. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations through a network of investment adviser representatives. The firm utilizes a mix of fundamental, technical, and charting analysis applied via model portfolios and affiliated turnkey asset management platforms.

Joseph Karp is a financial advisor with Great Valley Advisor Group, LLC in Palm Beach Gardens, FL, holding Series 63, 65, and 66 licenses and over 10 years of industry experience. He has operated Karp Financial Services, Inc. since 2002 and serves as president of Joseph S. Karp, P.A., a law firm specializing in elder law, estate planning, and fiduciary services, a role he has held since 1988. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Brian Schad is a financial advisor at Prosperity - An EisnerAmper Company in West Palm Beach, FL, holding Series 65 and Series 66 licenses with three years of industry experience. His prior roles include positions at BDO, EY, Grant Thornton, and RSM US Wealth Management. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a multi-team approach with an emphasis on asset allocation and diversification, managing approximately $5 billion in client assets.

Thomas Maccowatt is a CFA® charterholder and holds a Series 65 license, with seven years of industry experience. He has been with Williams Jones Wealth Management, LLC since 2019 and was previously associated with Williams, Jones & Associates, LLC for 21 years. The firm serves high-net-worth individuals and families, as well as pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. Williams Jones Wealth Management employs a growth-at-a-reasonable-price equity approach and active, tax-aware fixed-income management across concentrated portfolios typically consisting of about 30 positions.

Ruth Ladas is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked with Blackridge Asset Management since 2020 and previously held roles at Peak Brokerage Services, Hamilton Group Funding, and Mutual of Omaha. Outside of financial advising, she is involved in real estate brokerage, insurance services, mortgage brokering, and home and beauty product sales. Blackridge Asset Management serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations with financial planning, investment management, and consulting services. The firm employs a model-based portfolio management approach through a network of investment adviser representatives and utilizes affiliated platforms and third-party managers.

John Whitman is a financial advisor at Stephens with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stephens since 2006. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs and committee-based oversight, combining advisory services with broker-dealer and investment banking activities.

Constantine Hatzivassiliou is a financial advisor at Certuity, LLC with 12 years of industry experience. He has held a position at Camden Capital, LLC since 2014. He holds Series 66 and Series 65 licenses. 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 other entities. The firm utilizes a combination of fundamental and quantitative analysis, with a long-term, buy-and-hold investment approach and risk defined as permanent loss of capital.

Giuliano Celle is a financial advisor at Certuity, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and J.P. Morgan Chase Bank, NA. Certuity manages approximately $3.30 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 combines fundamental and quantitative analysis with a long-term, buy-and-hold investment approach, and offers outsourced CIO and private markets access through its multi-asset research and manager due diligence capabilities.

Michael Fein is a financial advisor at Apollon Wealth Management, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked previously at Commonwealth Financial Network, CIC Wealth, LLC, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is the president and sole owner of Michael B. Fein, Inc., a holding company for managing revenue and expenses related to his securities business, and he also acts as a notary. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers a range of services including financial planning, portfolio management, retirement plan advisory, and sub-advisory, combining centrally managed strategies with local portfolio management to tailor client solutions across various asset classes and specialized investment vehicles.

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.