Cary Levine is a financial advisor with B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management, holding a Series 66 designation and 27 years of industry experience. His prior experience includes roles at National Securities Corporation and Gilman Ciocia, Inc. Levine is also president of Integrity Wealth Advisors LLC and Integrity Tax, LLC, which provides tax services. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a wide range of advisory programs, financial planning, and retirement solutions.

Melanie Mc Donald is a CFP® with 18 years of industry experience, currently serving at Cary Street Partners. Her prior roles include positions at UBS Financial Services Inc. and Kovack Advisors, Inc. She is president of the University of Miami Palm Beach County Canes alumni association. Cary Street Partners serves a diverse client base, including individuals, corporations, trusts, retirement plans, and institutional clients, offering portfolio management, financial planning, and access to proprietary and third-party investment strategies. The firm integrates AI tools with human oversight in its investment process and provides a range of affiliated products and services.

Harrison Page is a financial advisor at Certuity, LLC with two years of industry experience. He previously worked at Meketa Investment Group and Babson College. Certuity manages approximately $3.30 billion and provides advisory, financial planning, family office, and investment consulting services to high- and ultra-high-net-worth clients, private foundations, endowments, family offices, and other entities. 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.

Sergio Esteves is a financial advisor with Capital Analysts in Wellington, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent eight years with Legend Equities Corporation. Outside of advising, he serves as a board member for the mission organization PlantToday and leads SJE Associates Inc., a firm involved in tax preparation and business consultation. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and a proprietary mutual-fund screening process, with various portfolio customization options and fiduciary services.

Mark Bluestein is a financial advisor at Wedbush Securities Inc. with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in real estate development through a partnership in Bucharest, Romania. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering a range of brokerage and registered investment advisory services across wealth management, fixed income, commodities, and capital markets. The firm provides various managed account solutions alongside commission-based brokerage and clears and settles transactions while also offering commodities and prime services.

John Tassone is a financial advisor at CW Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including FFT Wealth Management, Lido Advisors, Boston Private Wealth, and Steelbridge Private Wealth Advisors. CW Advisors serves a diverse client base, including individuals, high-net-worth families, trusts, estates, charitable organizations, and business entities, providing wealth management, financial planning, family office services, retirement plan advisory, and portfolio management. The firm utilizes a core-and-satellite investment approach that combines active, passive, quantitative, and ESG strategies, supported by both third-party money managers and internally managed strategies overseen by an Investment Oversight Committee.

Elizabeth Thomas is a financial advisor at Cary Street Partners with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Pursuit Wealth Management, Ameriprise Financial Services, and the Jewish Federation. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, and institutional clients, providing services such as portfolio management, financial planning, and retirement plan fiduciary services. The firm utilizes proprietary strategies, third-party managers, and AI tools to support investment decisions.

James Clifford is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Royal Fund Management since 2013 and also owns Lifestyle Retirement Solutions LLC, where he provides insurance products, including fixed annuities. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with portfolio management, financial planning, and pension consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to implement investment strategies aligned with clients’ risk tolerances and offers specialized services such as options writing and access to select non-traded REITs.

Kathleen Burke is a financial advisor at Elevation Point Wealth Partners, LLC with 44 years of industry experience. She previously worked for UBS Financial Services Inc. for 15 years. She holds the Series 63 and Series 66 designations. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities using model portfolios and tactical asset allocation, integrating insurance distribution and annuity servicing into its advisory services.

Richard Trotta is a financial advisor with Thurston Springer Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Prior to joining Thurston Springer Advisors in 2022, he worked for Ameriprise Financial Services, Inc. for ten years. He serves as treasurer on the boards of VoteWater and Friends of the Everglades, both nonprofit organizations based in Stuart, Florida. Trotta also acts as a trustee for multiple family trusts, managing fiduciary responsibilities including asset administration and distributions. Thurston Springer Advisors serves a diverse client base that includes individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting services. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum, and manages accounts using discretionary agreements and third-party managers.

Lori Price is a financial advisor at Merit Financial Advisors with 41 years of industry experience. She holds a Series 63 designation and has worked at Merit Financial Advisors since 2019. Her prior experience includes roles at LPL Financial and Private Advisor Group, LLC. She also operates Price Financial Group LLC, a business active since 1995. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base, including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach with customizable model portfolios overseen by a central investment team and offers specialized services such as fiduciary and ESOP trustee work.

Timothy Georgen is a financial advisor at Williams Jones Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Fisher Investments, Securities America, Inc., Saybrus Equity Services, Inc., Saybrus Partners, Inc., and The Vanguard Group, Inc. He has been with Williams Jones Wealth Management since 2024. Williams Jones Wealth Management serves high-net-worth individuals, families, and various institutional clients, offering portfolio management, financial planning, and access to private investment vehicles. The firm’s investment approach typically involves concentrated portfolios with a focus on mid-to-large cap equities using a growth-at-a-reasonable-price strategy and active, tax-aware fixed-income management.

Mark Purcell is a financial advisor with Certuity, LLC, holding a Series 65 designation and five years of industry experience. His prior experience includes roles at Camden Capital, LLC, C-Space, and We Are Unlimited. Certuity manages approximately $3.30 billion and serves high- and ultra-high-net-worth families and individuals, private foundations, endowments, family offices, and pooled investment vehicles. The firm employs a long-term, buy-and-hold investment approach that combines fundamental and quantitative analysis, asset allocation, and diversification, and also provides OCIO and investment consulting services.

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 held positions at several firms including Trinity Wealth Securities and Florida Financial Advisors. Outside of his advisory role, he is involved with Guided Financial Advisors, focusing on insurance sales. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment strategies and utilizes third-party platforms and managers as part of its portfolio management approach.

Elizabeth Neuman is a financial advisor at Kingswood Wealth Advisors, LLC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cantella & Co Inc for 19 years before joining Kingswood in 2022. Outside of her advisory role, she serves as president and volunteer on the board of a not-for-profit condominium association where she resides. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients’ goals and risk tolerance, offering discretionary and non-discretionary portfolio management along with consulting and oversight of third-party managers.

James Sunderwirth is a financial advisor with World Equity Group, Inc. in Royal Palm Beach, FL, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with World Equity Group since 2015. In addition to his advisory role, Mr. Sunderwirth is a CPA providing tax preparation and bookkeeping services, and he serves as a tax partner at Community Accounting Partners of FL, PLLC, focusing on supervisory and review duties for tax staff and clients. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm utilizes a risk-tolerance questionnaire to guide asset allocation and provides managed portfolio solutions through discretionary third-party money managers and related advisory programs.