Kevin Kulins is a financial advisor at Alexander Capital Wealth Management LLC with two years of industry experience. He holds the Series 66 designation and has held positions at firms including State Farm Investment Management Corp and MassMutual Life Insurance Co. Prior to entering the financial sector, his work experience includes roles in AI and mortgage industries. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients, utilizing a multi-team approach. The firm’s investment process integrates proprietary technical analysis with fundamental review, focusing on asset allocation and the use of discretionary management, sub-advisers, and model portfolios.

Thomas Casey is a CFP® with 26 years of industry experience, currently serving at Belpointe Asset Management LLC since 2018. Prior to this, he was a dean at Casey Financial Management, LLC from 2014 to 2018. Outside of advisory work, Casey serves as president of the board of a local charitable foundation, Red Sox Nation-Villages Charitable Fund, and works part-time as a starter and ambassador at local golf courses. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to a diverse client base, utilizing customized portfolios and sometimes integrating proprietary and affiliate-advised funds.

Gregory Wheeler is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2022. He previously worked at Texas Yale Capital Corp from 2015 to 2022. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies such as independent managers and optional ESG integration.

Lisa Spurlock is a financial advisor with AlphaStar Capital Management in Wildwood, FL, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at several firms, including AE Wealth Management and Blueprint Wealth Management. Additionally, she serves as Vice President of Advisory Support at Securenet Financial, where she is involved in life insurance and annuity sales. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including high-net-worth individuals, trusts, estates, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and subadvisory services using both model and custom strategies based on strategic asset allocation and quantitative analysis.

Alexander Bedford is a financial advisor at Modera Wealth Management, LLC with Series 65 credentials. He has been in the industry since 2026 and has prior experience at Ignite Financial Advisors and Florida Financial Advisors. Outside of finance, he was involved with Fewer Left Turns LLC, related to Crumbl Cookies, from 2023 to 2026. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors with wealth management, retirement plan consulting, and financial planning. The firm employs a diversified asset allocation approach based on Modern Portfolio Theory and offers integrated accounting, tax, and business coaching services alongside traditional investment management.

Edgar Hawkins III is a financial advisor at Kovack Advisors, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kovack Advisors since 2017, following eight years at SII Investments, Inc. In addition to his advisory role, Hawkins is a licensed insurance agent involved in developing proposals for insurance products including life, long-term care, and disability coverage. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and account aggregation services, with an investment approach centered on diversified asset-class exposure primarily through mutual funds and ETFs.

Marc Thompson is a ChFC® credentialed financial advisor with Gradient Advisors, LLC and has one year of industry experience. He has worked at Gradient Advisors since 2024 and has been associated with ASB Financial since 2010. Outside of his advisory role, Thompson is the owner of Eagle Retirement Strategies, where he provides financial planning services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a broad range of clients, including individuals, pension and profit-sharing plans, and charitable organizations. The firm supports a network of 169 advisors across 154 offices and employs a mix of fundamental, technical, and cyclical analysis to tailor client strategies.

Alfredo Arenas is a financial advisor at Mutual of Omaha Investor Services, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Mutual of Omaha Insurance Company, PFS Investments Inc., Primerica Financial Services, and Around The Clock Mortgage, LLC. Mutual of Omaha Investor Services, Inc. provides advisory services to individual, corporate, and retirement plan clients, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through a platform relationship with Envestnet and uses Pershing as custodian, with advisors typically recommending MOIS-approved model portfolios and coordinating with third-party managers.

John Ceparano is a CFP®, PFS™, and Series 65-registered advisor with 24 years of industry experience. He has been with Modera Wealth Management, LLC since 2014 and previously worked at Business Blocks, Inc. from 1993 to 2019. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios supplemented by independent managers, private placements, and optional ESG integration.

Mark Augustsson is an investment advisor with Gradient Advisors, LLC, holding a Series 65 credential and two years of industry experience. He has worked at Transparent Wealth Management, LLC, Aegis Wealth Management, Inc., and ASB Financial, where he has been associated since 2016. Outside of Gradient Advisors, he owns Eagle Retirement Strategies, a financial planning business. 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 a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model and utilizing fundamental, technical, and cyclical analysis in portfolio management.

Robert Hockett is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. His prior experience includes a long tenure at Southern Wealth Management, Inc. d.b.a. Cambridge Wealth Counsel, as well as roles at Domus Advisors LLC and multiple periods at Modera Wealth Management. Outside of his advisory work, he is the founder of ThePracticeConsultant.com, LLC, a business consulting firm, and is also involved in automotive repair management through ownership of Rallan Bros Auto Inc. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and supplementing core strategies with independent managers, private placements, and optional ESG integration.

Stephen Schneider is a Series 65-licensed financial advisor with five years of industry experience. He is currently with AlphaStar Capital Management and has held roles at several firms including Securenet Wealth, LLC and AE Wealth Management, LLC. Outside of advisory work, he serves as Chief Executive Officer of Securenet Financial, LLC, which focuses on life insurance and annuity sales, and owns a tax preparation and planning business, Securenet Tax, LLC. AlphaStar Capital Management manages approximately $1.84 billion for a range of clients including individuals, trusts, estates, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing both predefined model portfolios and custom strategies based on quantitative analysis and third-party research.

Clemente Palacios is a financial advisor at Alexander Capital Wealth Management LLC with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Edward Jones, Nicc & Clem Incorporated, and several banking institutions. Outside of his advisory role, he serves as Vice President and Board Member of a homeowners association and operates an insurance agency specializing in life and annuity products. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

David Zupek is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been associated with Concorde and related entities since 2012 and founded Tada Wealth Advisors, Inc., where he continues to be active. Zupek also provides tax planning and estate-related services through Foremost Financial Planning, Inc. Concorde Asset Management offers discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, utilizing both in-house and external resources, and provides a range of services including alternative investment options and ERISA-compliant fiduciary advice.

Niccole Palacios is a financial advisor at Alexander Capital Wealth Management LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, US Bank, and Guaranteed Rate. Outside of advising, she engages in mindset and performance coaching and music projects through her sole proprietorship, All I Did Was Me. Alexander Capital Wealth Management LLC provides investment advisory services to individual, high-net-worth, and institutional clients. The firm employs a top-down, asset-allocation approach using proprietary technical analysis and fundamental review, managing portfolios through multiple advisory teams and third-party money managers.

Steven Holland is a financial advisor at Gibbs Wealth Management, LLC, holding a Series 65 license with three years of industry experience. He has been associated with InvestSafe Financial since 2011, where he owns and operates a business focused on assisting retirees with retirement accounts through seminars and client meetings. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients, utilizing third-party model portfolios and platforms to tailor investment strategies based on clients’ financial situations, goals, and risk tolerances.

Jeffery Masters is a financial advisor at Gateway Wealth Partners, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Independent Advisor Alliance, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he is involved with Farmhouse Press, LLC, a land ownership business in Sumterville, Florida. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm provides financial planning, consulting, and wealth management services, typically using diversified mutual funds and ETFs supplemented by individual securities and independent managers, employing both fundamental and technical analysis.

Dawn Carey is a financial advisor at Impact Partnership Wealth, LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at SmartLife Financial Group LLC, Trac Asset Management LLC, and Revere Securities, LLC. Outside of advisory work, she is also active as an insurance agent at Phoenix Wealth Management. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion across a network of advisers. The firm offers model portfolio solutions, discretionary asset management, financial planning, and ERISA retirement plan services, utilizing a range of firm-managed and third-party strategies.

Neil Mahoney is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. His prior work history includes roles at Domus Advisors LLC, Oak Wealth Advisors LLC, ABW Advisors, LLC, and Cambridge Wealth Counsel. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and supplementing core strategies with independent managers, private placements, and optional ESG integration.

Bennett Berman is a financial advisor at The Pinnacle Financial Group with 53 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including UBS Financial Services and LPL Financial. Berman is also involved with BHB Investment Management, LLC, a non-investment-related business. The Pinnacle Financial Group offers discretionary portfolio management, financial planning, and pension consulting services to a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm employs both fundamental analysis and a mix of long- and short-term trading strategies, generally managing accounts on a discretionary basis with regular portfolio monitoring.