Thomas Appleby is a financial advisor with Advisory Services Network holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Stifel and Barclays Capital Inc. He is also a partner in Andesite Investment Partners, a real estate investment venture based in Boynton Beach, Florida. 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, and investment consulting, managing approximately $8.6 billion in client assets with a range of investment strategies and implementation options.

James Tierney Jr. is a financial advisor at Robertson Stephens with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Presidio Capital Advisors LLC and Tierney Capital Management. He has been with Robertson Stephens since 2013. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement plans, offering discretionary and non-discretionary portfolio management along with a range of planning services. The firm manages $8.76 billion in assets and utilizes a variety of investment strategies overseen by an internal Investment Committee.

Kerstin Ramstrom is a financial advisor at Integrated Advisors Network LLC with CFP® and CFA® designations and three years of industry experience. She has worked at Integrated Advisors Network since 2022 and previously held a position at Mutual of America. Outside of her advisory work, she is involved with KER3 Enterprises LLC. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers a range of services including discretionary and non-discretionary investment management, financial planning, and access to third-party managers through platforms such as Envestnet’s SMA/UMA/PMC programs.

Christopher Gioia is a financial advisor at Oxford Financial Group, Ltd with one year of industry experience. He holds a Series 65 designation and previously worked at Tannenbaum Capital Group, ArmaVir Partners, and Cowen Inc. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, institutions, and business owners by providing family office and CIO services, estate planning, fiduciary trust administration, and access to private market investments. The firm’s investment approach focuses on diversified asset allocation across public and alternative assets and offers both discretionary and non-discretionary solutions.

Donald Dalton is a financial advisor with Consolidated Portfolio Review Corp who holds a Series 66 credential and has 25 years of industry experience. His prior roles include positions at Ameriprise Financial Services, SCF Investment Advisors, and Sigma Planning Corp. Dalton also serves as President and CEO of Dalton Wealth Group, offering wealth management and financial planning services. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm provides discretionary and non-discretionary managed accounts, proprietary tactical ETF model portfolios, financial planning, and access to third-party sub-advisors and separately managed account platforms.

Megan Culver is a financial advisor at AlphaStar Capital Management with over a decade of experience in the industry. She holds a Series 65 designation and has worked at Culver Total Wealth since 2013, where she is also an insurance agent. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and other advisers. The firm employs a strategic asset-allocation approach combined with quantitative analysis and momentum evaluation, offering both model and custom portfolio strategies.

Sebin Skaria is a financial advisor at New Edge Wealth with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America, Merrill, and NewEdge Securities Inc. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering advisory services such as wealth strategy, financial planning, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior, combining independent managers, model strategies, and proprietary solutions enhanced by AI-assisted analytics and human oversight.

Joseph Cantore is a financial advisor with The AmeriFlex Group in Boca Raton, FL, holding a Series 66 designation and 17 years of industry experience. His prior firms include Royal Alliance Associates and Cambridge Investment Research, Inc. Outside of his advisory work, he holds leadership roles promoting Italian culture, serving as first vice president of the Sons of Italy State Grand Lodge and as an investment committee member and trustee for the Sons of Italy State Foundation. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a broad network of advisory affiliates. The firm offers customized portfolio management and financial planning solutions, utilizing model asset allocations and both wrap and non-wrap programs integrated with Cambridge’s platforms.

Fred Ostrove is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Jefferies & Company, Inc. since 2006 and previously worked at Leucadia Asset Management LLC from 2006 to 2023. Jefferies Investment Advisers LLC offers fee-based financial planning services to a diverse client base including individuals, trusts, estates, foundations, and corporations. The firm uses a customized, collaborative process supported by third-party software to develop and periodically review comprehensive financial plans.

Marcus Berger is a financial advisor with A.G.P. / Alliance Global Partners, holding the ChFC® designation and Series 63 and 65 licenses. He has 53 years of industry experience, including roles at American Portfolios Financial Services, Inc. and Voya Financial Advisors, and he is president and owner of MKB Associates Inc. outside of his advisory work. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm provides a range of portfolio management and financial planning services, with a notable emphasis on international investing and a multi-team platform that includes discretionary and non-discretionary strategies.

Paul Caccomo is a financial advisor at Capital Analysts with Series 63 and Series 65 designations and 47 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Equities Corporation, Investacorp Advisory Services Inc, and OSAIC. Outside of advising, he is the owner and operator of United Tax & Financial Services, LLC, which provides tax preparation, bookkeeping, and fixed insurance products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

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 previously worked at Martin Fund Management, Blue Line Futures, and Intercontinental Exchange. RFG Advisory provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm delivers primarily discretionary investment management through model portfolios and third-party platforms, and it serves as sub-adviser to multiple ETFs while offering access to alternative investments and retirement technology solutions.

Sean Hong is a Series 65-licensed financial advisor at AssuredPartners Investment Advisors with one year of industry experience. He previously worked at Reynolds and Reynolds for eight years before joining AssuredPartners. Outside of advisory work, he is involved in rental property management. AssuredPartners Investment Advisors provides portfolio management, financial planning, and pension consulting services to individuals, trusts, retirement plans, and other entities. The firm employs a multi-office team approach and offers both discretionary and non-discretionary management, including third-party manager selection and participant education.

Jasmine Glover is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She previously worked at Pruco Securities, LLC, The Prudential Insurance Company of America, Foresters Financial Services, and First Investors Corporation. Outside of her advisory role, she serves as president of the Carol City Middle School PTA, overseeing board activities and providing counsel to parents and teachers. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles. The firm offers a range of portfolio management, financial planning, and brokerage services, with an emphasis on international investing and distinctive multi-team platform features including active broker-dealer operations and management of pooled-vehicle accounts.

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 with Vanderbilt Advisory Services in Boca Raton, FL, holding the PFS™ and Series 63 credentials and bringing 24 years of industry experience. He previously worked with firms including Cetera Wealth Services, Avantax Insurance Agency, and CETERA Financial Specialists. In addition to his advisory role, Deminno is a shareholder of The DeMinno CPA Firm PC, which provides tax planning, 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 a range of portfolio management options and financial planning services, emphasizing strategic asset allocation and integrating pension consulting through its relationships with retirement-plan and benefits firms.

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.