Paul Caccomo is a financial advisor with Capital Analysts in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent nine years at Legend Equities Corporation. Outside of advisory services, he owns and operates United Tax & Financial Services, LLC, which provides tax preparation, bookkeeping, fixed insurance, and fixed annuity products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, utilizing an in-house investment management and research team and various advisory programs tailored to client needs.

Paul Wankmueller is a financial advisor at RFG Advisory, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Martin Fund Management and Blue Line Futures. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, and retirement plan consulting using a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches.

Sean Hong is a financial advisor at AssuredPartners Investment Advisors with one year of industry experience. He previously worked at Reynolds and Reynolds for eight years. Outside of his advisory role, he is involved in a rental property business. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets through a team of advisors across multiple offices and offers both discretionary and non-discretionary portfolio management along with participant education and plan fiduciary services.

Jasmine Glover is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. Her prior roles include positions at Pruco Securities, The Prudential Insurance Company of America, Foresters Financial Services, and First Investors Corporation. Outside of her advisory work, she serves as the President of the PTA at Carol City Middle School, providing counsel and information to parents and teachers. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, and institutional clients, with a focus on portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and combines top-down macro themes with bottom-up security selection in its strategies.

Matthew Eglow is a financial advisor at NFSG Corporation with a Series 65 credential and one year of industry experience. His prior roles include positions at NewBridge Securities Corporation and Northwestern Mutual. He also worked at the University of Florida and North Broward Preparatory School before entering the financial industry. NFSG Corporation provides investment advisory and financial planning services to a wide range of clients, including individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm constructs diversified portfolios and offers both discretionary and non-discretionary asset management, supported by internal portfolio management and third-party asset managers.

Rodney Carrasquillo is a financial advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He previously worked at Stockcross Financial Services for eight years before joining Muriel Siebert & Co. in 2020. He works full time split between Muriel Siebert & Co. and Siebert AdvisorNXT as an Investment Advisor Representative. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities with investment supervisory services and managed programs. The firm utilizes a web-based platform combining Modern Portfolio Theory, third-party managers, and fundamental and technical strategies within a wrap-fee structure.

Riley Hagan is a financial advisor at Compass Financial Management LLC in Sarasota, FL, holding a Series 65 credential with one year of industry experience. Prior to joining Compass, he worked at Clientswood LTD and has a background that includes roles outside finance, such as in fine dining at Wolfgang Puck Fine Dining. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm manages roughly $894 million across a multi-advisor team and employs a variety of investment strategies, including the use of individual equities, fixed income, mutual funds, ETFs, and both fundamental and technical analysis.

Guy Amico is a financial advisor at NFSG Corporation with 37 years of industry experience. He holds a Series 63 designation and has worked at Newbridge Securities Corporation since 2000. Outside of his advisory role, he is president and partner of Intelligent Holdings, Inc., a company involved in internet marketing and advertising. NFSG Corporation is an SEC-registered investment adviser that provides asset management, third-party manager selection, and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a variety of analytical approaches and strategies while frequently utilizing third-party asset managers.

James Deminno is a financial advisor at Vanderbilt Advisory Services with 23 years of industry experience. He holds the PFS™ and Series 63 designations and has held roles at Cetera, Avantax, and Vanderbilt entities. In addition to his advisory work, he is a shareholder of The Deminno CPA Firm, providing tax preparation, accounting, and consulting services to approximately 2,000 clients. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services with an investment process that blends fundamental, technical, and charting analysis, and maintains a unique integration with retirement-plan and benefits firms uncommon among its peers.

Allison Mc Kay is a financial advisor with Lanark Financial, Inc. in Wellington, FL, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. She has worked at NBC Securities, Inc. since 2015. Outside of finance, Mc Kay is a professional golfer with lifetime status on the LPGA tour and teaches golf clinics and lessons. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages assets through multiple advisor teams using discretionary and non-discretionary arrangements and offers program-based accounts with a variety of sub-advisers and overlay management services.

Tyler Bashaw is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63, 65, and 66 registrations and 20 years of industry experience. He has been with Kingswood Wealth Advisors and affiliated entities since 2021 and previously worked at Newbridge Securities Corporation from 2015 to 2021. Outside of advisory roles, he is a member of My Venture Fund, LLC, which focuses on venture capital and Special Purpose Vehicle fund administration. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm uses an open-architecture platform with third-party managers and integrates insurance-linked account management alongside affiliated financial entities.

Wesley Litwin is a financial advisor at NFSG Corporation with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Newbridge Securities Corporation since 2024. Outside of finance, he owns and manages artist appointments for IN-VISION ART LLC, operating as Magik 5 Tattoo in Oakland Park, FL. NFSG Corporation provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, and charitable organizations. The firm customizes portfolios using a variety of investment strategies and frequently employs third-party asset managers, offering services on both a discretionary and non-discretionary basis.

Amir Lauber is a financial advisor with StoneX Advisors Inc. in Boca Raton, FL, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Triad Advisors, Investacorp, Massachusetts Mutual Life Insurance Company, and MetLife Securities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm employs a variety of investment strategies and platforms, including proprietary models and third-party money managers, supported by StoneX Group’s integrated clearing, custody, and lending capabilities.

Shaun Tarzy is a financial advisor at AlphaStar Capital Management with 16 years of industry experience. He holds a Series 66 designation and has worked at AlphaStar since 2018. Prior to that, he was associated with WealthCare Financial and MassMutual Life Insurance Company. Outside of his advisory role, Tarzy has ownership and agent positions in insurance brokerage and tax-related businesses. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base that includes individuals, trusts, small businesses, and pension plans. The firm offers both model portfolios and customized strategies, utilizing quantitative analysis and a tactical investment approach, and provides services such as portfolio management, financial planning, and retirement plan consulting.

Andrew Filauro is a financial advisor at Oxford Financial Group, Ltd with 11 years of industry experience. He previously worked at Steel Grove Capital Advisors, Goldman Sachs & Co., Barclays Capital Inc., and 40 North Management. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, and institutional clients by providing family office and chief investment officer services, comprehensive financial and estate planning, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative assets and operates dedicated investment teams to source and monitor managers.

Alan Bolotin is a financial advisor at Prosperity - An EisnerAmper Company with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities Inc. Bolotin is involved in managing several entities related to practice expense efficiency and serves as an insurance agent with a longstanding background in fixed insurance and annuity sales. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, uses third-party managers and technology platforms, and manages approximately $5 billion in client assets through a team of about 63 advisors.

Marlon Munroe is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Jamaica Money Market Brokers for six years before joining Alliance Global Partners in 2022. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm employs an open-architecture investment approach with a focus on international investing and combines in-house management with third-party money managers and sub-advisers.

Brian Snerson is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and 23 years of industry experience. He has been with Summit and its related entities since 2003 and is also involved in insurance sales through an affiliated firm. Snerson refers clients to Fieldpoint Private Bank & Trust for lending services and receives referral fees for these introductions. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative approaches tailored to client needs.

Matthew Oppedisano is a financial advisor with Capital Analysts in Wellington, FL, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He worked at Legend Equities Corporation for 18 years before joining Lincoln Investment, where he has been for the past 9 years. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, employer-sponsored retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through multiple programs, utilizing an in-house Investment Management & Research team and a proprietary mutual-fund screening process called CAPSL.

Adam Rauscher is a financial advisor at Stone Creek Capital Management LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including THRIVENT FINANCIAL for Lutherans, Biltmore Capital Advisors LLC, and Merit Financial Advisors. Rauscher is also a licensed insurance agent, dedicating part of his professional activity to life, long-term care, and disability insurance sales. Stone Creek Capital Management provides consultative services to individuals, high-net-worth clients, trusts, and corporations, focusing on facilitating margin lending arrangements with broker-dealer custodians and delivering related market research and performance reporting. The firm does not offer discretionary asset management and operates on a negotiable fixed-fee basis rather than charging a percentage of assets under management.