James Sunderwirth is a financial advisor at World Equity Group, Inc. with 11 years of industry experience. He holds the Series 65 and Series 63 designations and has been with World Equity Group since 2015. Outside of his advisory role, he works as a CPA providing tax preparation and bookkeeping services, and serves as a tax partner for Community Accounting Partners of FL, PLLC, where he oversees tax preparation staff and clients. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm combines discretionary portfolio management with financial planning and third-party money managers, using a risk-tolerance questionnaire to guide asset allocation.

Joseph Grutta is a Certified Financial Planner (CFP®) with 38 years of industry experience. He is currently with Blackridge Asset Management, LLC and has previously worked at Centaurus Financial, Inc. and Peak Brokerage Services, LLC. Outside of his advisory role, he is involved in business consulting, tax preparation and planning as an enrolled agent, and sales of fixed insurance and legal shield plans through his own business entities. 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 utilizes a network of investment adviser representatives and offers access to model portfolios, third-party managers, and wrap programs, often employing a discretionary investment approach based on fundamental, technical, and charting analyses.

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 bringing 25 years of industry experience. Her previous roles include positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, and she currently serves as a Supervision Principal at Peak Brokerage Services, an affiliate of her current holding company. Blackridge Asset Management delivers financial planning, investment management, and consulting services to a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a network of investment adviser representatives and utilizes a mix of discretionary portfolio management, model strategies, and third-party services supported by an affiliated turnkey asset management platform.

Ethan Freishtat is a CFP® with 26 years of industry experience and currently serves at Bay Colony Advisors. His prior work includes roles at Securities America, Inc., The Patriot Financial Group, and LPL Financial. He is a board member of Gateways, a nonprofit organization in the Boston area. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning and portfolio management. The firm combines family-office and concierge services with institutional retirement fiduciary offerings, utilizing a fundamental, long-term investment approach that incorporates model portfolios and third-party sub-advisers as appropriate.

Joseph Karp is an advisor with Great Valley Advisor Group, LLC in Palm Beach Gardens, FL, holding Series 63, 65, and 66 licenses and having 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, estate administration, and fiduciary services. Outside of financial advising, he practices law and is involved in providing legal advice through his law firm. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers with ongoing due diligence and portfolio oversight.

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 at Blackridge Asset Management, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Hamilton Group Funding and Mutual of Omaha Investor Services. Outside of her advisory role, Ladas is involved in real estate brokerage, insurance services, mortgage brokering, and home and beauty product sales. 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 portfolio management through a network of investment adviser representatives and utilizes affiliated turnkey asset management platforms and model strategies.

John Whitman is a financial advisor at Stephens with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services before joining Stephens in 2006. Stephens is a multi-team investment adviser with approximately 243 advisors managing around $18 billion in assets. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and custody services.

Constantine Hatzivassiliou is a financial advisor at Certuity, LLC with 12 years of industry experience. He holds Series 66 and Series 65 designations and previously worked at AllianceBernstein L.P. from 2009 to 2011 before joining Camden Capital, LLC. 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 combining fundamental and quantitative analysis, with an emphasis on asset allocation and diversification.

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 with Apollon Wealth Management, LLC, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, CIC Wealth, Commonwealth Financial Network, and Harvest Investment Consultants. Outside of his advisory work, he is president and sole owner of Michael B. Fein, Inc., a holding company managing business operations for his securities activities, and serves as a notary. Apollon Wealth Management is a multi-team SEC-registered investment adviser overseeing approximately $11.56 billion in client assets with a network of around 145 advisors. The firm serves individuals, high-net-worth families, family offices, and various institutional clients, combining centrally managed strategies with locally managed portfolios and employing a diverse investment process that includes fundamental analysis, ESG risk models, and direct indexing.

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.

Ava Martin is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Elevation Point, she worked at Merrill and has experience in education and the restaurant industry. Elevation Point Wealth Partners provides investment advisory services to individuals, retirement plans, trusts, and institutional clients, offering portfolio management through a range of model portfolios and separately managed accounts that combine strategic and tactical asset allocation.

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.