Andrew Scheirer II is a financial advisor with API Financial Advisors, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at various firms including Purshe Kaplan Sterling Investments and Kovack Advisors, and has been associated with Aston Crest Wealth Management since 2007. Outside of advisory work, he is involved in fixed insurance sales as a producer. API Financial Advisors, LLC serves individual and high-net-worth clients by providing financial planning, discretionary portfolio management, and participant account management. The firm uses individualized model strategies maintained by an affiliated sub-adviser and employs a combination of technical and fundamental investment analysis across a range of products.

Christian McPherson is a CFP® with six years of experience in the financial services industry. He is currently with Prostatis Financial Advisors Group in Melbourne, FL, and has held prior roles at Impact Partnership Wealth, World Equity Group, Bank of America, Merrill Lynch, and Vanguard. Outside of finance, his earlier work includes positions at Chick-Fil-A and in the food and entertainment sectors. Prostatis Financial Advisors Group provides investment management and financial planning services to individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a top-down, tactical asset-allocation strategy with sector rotation and integrates third-party managers, including those using AI and machine-learning models, into client portfolios.

Donald Johns III is an investment advisor representative at Ruggiero Investments with 22 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including SW Financial and WestPark Capital Inc. Outside of his advisory role, he is involved with Ruggiero Consulting, which offers lending and equity services through private securities. Ruggiero Investments provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as pension consulting for retirement plans and organizations. The firm employs a diversified investment approach incorporating multiple analysis methods and emphasizes long-term investment horizons.

Jeffrey Leonard is a CFP® with 17 years of industry experience, currently serving as an advisor at Bay Colony Advisors. He has been involved with Seniors Financial Planning Asset Management, LLC, and Seniors Financial Planning Inc. Insurance Agency since 2007, where he holds leadership roles. Leonard also manages Leonard Financial Group and maintains an insurance agency practice. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans, offering portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach using diversified mutual funds and ETFs, complemented by other asset classes and specialized strategies.

Andrea Hall is a financial advisor at Proverbi Capital Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has worked at several firms, including AE Wealth Management, Big Financial Services, and Arbor Financial Services. Outside of her advisory work, Hall is also active as a licensed real estate agent with Waves Realty. Proverbi Capital Advisors provides discretionary asset management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm manages approximately $14.4 million across about 110 client relationships, tailoring investment programs to each client’s goals and risk tolerance using fundamental and cyclical analysis.

Stephen Podnos is a financial advisor at Wealth Care LLC with 23 years of industry experience. He holds a Series 65 designation and previously operated under his own practice, Stephen Daniel Podnos, from 2003 to 2026 before joining HB Wealth Management, LLC for a year. Wealth Care LLC provides confidential financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a strategic asset-allocation approach using primarily passive index funds and ETFs complemented by select active managers, managing approximately $668 million in assets with a small advisory team.

Arthur Mcpherson is a financial advisor at Prostatis Financial Advisors Group with 33 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at firms including Triumph Wealth Advisors and World Equity Group Inc. Mcpherson serves as a board member for the Financial Independence Council, where he speaks at universities to promote financial literacy, and is also an author of financial education books. Prostatis Financial Advisors Group provides investment management and financial planning services to individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a top-down, tactical asset-allocation approach with sector rotation and integrates independent third-party managers and AI-driven models in its portfolio management.

Matthew Myland is a financial advisor with API Financial Advisors, LLC in Rockledge, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with API Financial Advisors since 2019 and previously worked at Wealth Watch Advisors LLC and Solomon API, LP. Outside of advisory work, he is a managing member and independent insurance agent involved in selling fixed and indexed annuities as well as various life and disability insurance products. API Financial Advisors serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and participant account management. The firm uses individualized portfolios managed by affiliated and third-party sub-advisers and combines technical and fundamental investment analysis across diverse asset types.

Audree Bobinger is a financial advisor at API Financial Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has prior experience at Symmetry Financial Group and served six years in the United States Navy. Outside of her advisory role, she works as a life and health insurance agent. API Financial Advisors, LLC serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and participant account management. The firm uses model strategies maintained by an affiliated sub-adviser and employs a combination of technical and fundamental investment analysis across various product types.

Paul Stanley is a financial advisor at API Financial Advisors, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Wealth Watch Advisors and LPL Financial. Outside of advising, he is the CEO and managing partner of Titan Heating & Air LLC. API Financial Advisors, LLC serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and participant account management. The firm uses model strategies managed by an affiliated sub-adviser and third-party managers, combining technical and fundamental investment analysis across a range of products and risk profiles.

Norman Taylor is a financial advisor with API Financial Advisors, LLC in Rockledge, FL, holding Series 65 and Series 63 licenses and having six years of industry experience. He has worked at several firms including Transamerica Financial Advisors and World Financial Group, and is a partner in a media company that assists with business development. Taylor also holds an insurance license and is involved in insurance sales. API Financial Advisors, LLC serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and participant account management. The firm uses model strategies maintained by an affiliated sub-adviser and third-party managers, combining technical and fundamental investment analysis across various products and risk levels.

Rachel O'Leary is a financial advisor at Wealth Care LLC in Merritt Island, FL, with 12 years of industry experience and a Series 65 designation. She has been with Wealth Care LLC since 2014 and previously worked at Fbb Capital Partners. O'Leary is a licensed attorney in Florida on inactive status. Wealth Care LLC provides confidential financial planning and investment management to individuals, trusts, estates, small businesses, and high-net-worth clients. The firm employs a strategic asset-allocation approach using passive index funds and ETFs combined with select active managers, managing approximately $668 million in assets with a compact advisory team.

Dustan Christensen is a financial advisor at API Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Regal Investment Advisors, LLC, Back40 Financial, and Cornerstone Financial. Outside of his advisory role, he is an operations consultant for Pes-One, a company specializing in employee benefit solutions. API Financial Advisors, LLC serves individual and high-net-worth clients through financial planning, discretionary portfolio management, and participant account management. The firm uses a combination of technical and fundamental investment analysis, employing model strategies managed by an affiliated sub-adviser and third-party managers, and reports approximately $84.7 million in assets under management.

Arthur Roth II is a financial advisor at BFC Planning, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BFC Planning since 2013. Prior to and concurrently, he has worked at Berthel Fisher & Company Financial Services since 2006. Outside of his advisory roles, Roth is president of Roth Financial Group and Roth Tax Advisory Group, which focus on investments, insurance, and tax preparation. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, and trusts, through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing multiple platforms and allowing tailored fee structures and investment strategies.

Hugh Halsey is a financial advisor at Belpointe Asset Management LLC with 23 years of industry experience. He holds a Series 66 designation and has been with Belpointe since 2016. Outside of his advisory role, he serves as secretary of the Kiwanis Club of Cocoa Beach. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, utilizing customized portfolios and a range of affiliated investment vehicles.

Tony Graybeal is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and SunTrust Advisory Services. Outside of advisory work, he consults for a space company on local demographics, environmental concerns, and real estate expansion. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Donald Chamberlin Jr. is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He is also the owner of The Chamberlin Group, through which he provides income tax planning, tax strategies, business consulting, and other professional services. Chamberlin serves as St. Louis Chapter President and instructor for the American Financial Education Alliance, a nonprofit focused on financial literacy education, and is a committee member for the National Memorial for Military Ascent. Foundations Investment Advisors, LLC offers financial planning and portfolio management to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm employs a tailored investment approach combining fundamental, technical, and cyclical analysis, utilizing model portfolios and third-party sub-advisers.

Lucas Kalin is a financial advisor at Impact Partnership Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Wadadli Financial Group, where he also performs paraplanner duties related to investment recommendations and trades. Prior to his financial career, he was involved with Michael A. Smith's Martial Arts Studio for three years. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing with various overlays and generally exercises discretionary trading authority within client-imposed restrictions.

Chrystle Vesco is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding a Series 66 designation and 19 years of industry experience. She has been with Berthel Fisher since 2006. Outside of her advisory role, she is involved in promoting health and wellness products through Isagenix and holds insurance licenses, actively soliciting and managing insurance policies. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm offers both wrap and non-wrap asset management across multiple platforms and employs approximately 100 independent investment adviser representatives.

August Velten is a financial advisor at Simplicity Wealth with 14 years of industry experience. He holds a Series 65 designation and previously worked at Horter Investment Management and operated August H. Velten & Associates, where he owns and serves as president. His outside activities include licensed insurance sales focused on life, health, and annuities. Simplicity Wealth serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, combining advisory services with technology and operational solutions for other advisers.