Jackson Ulvila is a financial advisor at Certuity, LLC based in North Palm Beach, FL. He holds a Series 65 credential and has recently entered the industry with less than one year of experience. His prior work includes roles outside finance at UPS and Hofseth North America, as well as academic studies at the University of Tennessee. Certuity manages approximately $3.30 billion and serves high- and ultra-high-net-worth clients, private foundations, endowments, family offices, and other entities. The firm combines fundamental and quantitative analysis with a long-term, buy-and-hold investment approach and offers a range of advisory, planning, and consulting services, including managing private funds structured as series LLCs.

Brett Orvieto is a financial advisor with Dakota Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Dakota Wealth and its predecessor entity since 2018 and previously held roles at Lincoln Investment Planning, Inc and Strategic Asset Management Group. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to a diverse client base including individuals, trusts, foundations, and pooled investment vehicles. The firm employs a long-term, customized investment approach utilizing fundamental, technical, and quantitative analysis and is notably involved as a general partner and sub-advisor to private funds and registered ETFs.

Madelyn Fahnestock is a financial advisor at Dakota Wealth, LLC and holds the Series 65 designation. She has three years of industry experience, including prior roles at PFM Asset Management and Brooks International. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, and business enterprises, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm employs a long-term, customized investment approach that integrates fundamental, technical, and quantitative analysis to construct diversified portfolios.

Luken Cisick is a financial advisor at ON Investment Management Company with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked in several firms including Chelsea Financial Services and Evershore Financial Group. Outside of his advisory role, he is involved in insurance sales. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and plan sponsors with financial planning, portfolio management, and retirement-plan services. The firm offers a mix of discretionary and non-discretionary investment programs and operates a dual-registration model that includes broker-dealer activities.

Daniel Limmer is a CFP® professional with 33 years of experience in financial advising. He is currently with Procyon Advisors, LLC and Purshe Kaplan Sterling Investments, Inc. Prior to this, he worked at American Portfolios Financial Services, Inc. and Innovative Planning Services. In addition to his advisory work, he consults on health and wellness marketing through Supreme Self Wellness. Procyon provides investment management, financial planning, retirement-plan advisory, and institutional consulting services to a diverse client base including individuals, high-net-worth families, trusts, businesses, and government entities. The firm manages approximately $9.2 billion in client assets and utilizes a combination of fundamental analysis, internal portfolio construction, and access to independent managers.

Gannon Brown is a financial advisor at Certuity, LLC with two years of industry experience. He holds a Series 66 credential and previously worked at Fidelity Investments. Outside of finance, he has experience in the food service industry. 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 that combines fundamental and quantitative analysis with an emphasis on asset allocation and diversification.

Michele Miranda is a Series 65-licensed financial advisor at Gradient Advisors, LLC with four years of industry experience. She is also the owner and president of Pre-Planning Solutions, Inc., which provides educational seminars and marketing materials focused on funeral, cremation, and estate planning. Additionally, she owns M&N Marketing Insurance Services, Inc., a general agency offering insurance and annuity solutions. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through Investment Advisor Representatives and third-party money managers, emphasizing a non-discretionary model with detailed client risk analysis and portfolio strategies.

Ralph Tumolo is a financial advisor at Capital Analysts with 44 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 13 years with Legend Equities Corporation and 12 years with Osaic FA, Inc. Outside of advisory work, he serves as president of Teacher's Financial Services, an insurance sales and consulting business. Capital Analysts provides portfolio management, custom and model portfolios, and retirement-plan advice to a diverse client base including individuals, trusts, foundations, businesses, and charitable organizations. The firm offers both discretionary and non-discretionary investment management through a proprietary mutual-fund screening process and maintains institutional relationships to support its investment offerings.

Massimo Santicchia is a financial advisor at Procyon with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Cypress Capital Group and Crest Investment Partners. He is also involved with Alpha Quant Models LLC, where he develops and licenses quantitative investment strategies. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base including individuals, high-net-worth families, trusts, businesses, and government entities. The firm manages approximately $9.2 billion in assets using fundamental analysis and combines internal portfolio construction with access to independent managers and technology-driven decision support.

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 with 11 years of industry experience. Her prior experience includes roles at Park Avenue Securities and Guardian Life Insurance, and she has operated The Tax Coach, LLC, providing tax preparation services since 2004. Chelsea Advisory Services offers financial planning, investment advisory, and consulting services to individuals, including high-net-worth clients, trusts, and some corporate entities. The firm employs a fundamental, long-term investment approach, generally managing portfolios on a discretionary basis with diversified holdings across multiple asset classes.

Sharon Bautz is a financial advisor with Merit Financial Advisors in Boynton Beach, FL, holding a Series 66 designation and 23 years of industry experience. She previously worked at LPL Financial, Stratos Wealth Partners, and PKS Investments. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation approach managed by an internal investment team and offers both discretionary and non-discretionary services through a network of investment adviser representatives.

Jason Mcpharlin is a financial advisor at SVB Wealth with 21 years of industry experience. He holds a Series 65 designation and has worked at Boston Private Wealth LLC, Banyan Partners, LLC, Rushmore Investment Advisors Inc, and Northstar Capital Management Inc. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients, providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First-Citizens Bank & Trust Company.

Moise Derosier is a financial advisor with Global View Capital Management LLC, holding the ChFC® designation and Series 65 license. He has been with Global View Capital since 2026 and has over two decades of experience working with the School District of Palm Beach. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and operational infrastructure.

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.

Kyle Howgate is a financial advisor at Certuity, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for four years. His background also includes roles at Family First Life, Sparrow, and Puerta Villarta, along with a decade in full-time education. Certuity manages approximately $3.3 billion, serving high- and ultra-high-net-worth families, foundations, and pooled investment vehicles. The firm combines fundamental and quantitative analysis with a long-term, buy-and-hold investment approach and offers services including OCIO and investment consulting, with distinctive fund structures and multi-asset research.