Gregory Madison is a financial advisor at MissionSquare Retirement with nine years of industry experience. He holds a Series 65 designation and previously worked at Slavic Integrated Administration for twelve years, followed by a brief tenure at DWC The 401k Experts. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which includes discretionary managed accounts and fund advice developed by Morningstar Investment Management.

Joseph Grutta is a Certified Financial Planner (CFP®) with 37 years of experience in the financial services industry. He is currently with Blackridge Asset Management, LLC and has held positions at Peak Brokerage Services, LLC and Centaurus Financial, Inc. He also engages in business consulting and tax preparation, holding an Enrolled Agent designation and providing IRS representation. Blackridge Asset Management offers personalized financial planning and asset management services to individuals, high-net-worth clients, pension plans, trusts, and small businesses. The firm’s investment process incorporates client risk profiles and utilizes model portfolios and third-party managers, with a focus on due diligence and ongoing performance reviews.

Robert Mammana is a financial advisor with Gladstone Wealth Partners in Palm Beach Gardens, FL. He holds the CFP® designation and Series 66 license and has five years of industry experience. Prior to joining Gladstone, Mammana worked at LPL Financial, Fidelity Investments, Merrill, and held roles in consulting and retail businesses. Outside of his advisory role, he is also employed as a security guard. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and resources for each client and utilizes third-party managers, model portfolios, and retirement-account technology to serve clients’ needs.

Linda Yang is a Series 66 licensed financial advisor with 18 years of industry experience. She is currently with Savvy, joining in 2026 after seven years at Marcado Asset Management LLC and previous roles including Silicon Hills Wealth Management and CAPTRUST Financial Advisors. Savvy delivers investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm emphasizes customized investment plans using primarily index-based, long-term strategies alongside active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers and fintech tools to support comprehensive wealth management.

Terra Howard is a financial advisor at Blackridge Asset Management, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, and Peak Brokerage Services, where she also serves as a Supervision Principal. Blackridge Asset Management is a multi-advisor firm serving individuals, trusts, retirement plans, charitable organizations, and small businesses. The firm offers financial planning, portfolio management, and consulting services, utilizing tailored asset allocation strategies and access to third-party managers and model portfolios.

Joseph Karp is a financial advisor with Great Valley Advisor Group, LLC in Palm Beach Gardens, FL, holding Series 63, 65, and 66 licenses and over 10 years of industry experience. He has operated Karp Financial Services, Inc. since 2002 and serves as president of Joseph S. Karp, P.A., a law firm specializing in elder law, estate planning, and fiduciary services, a role he has held since 1988. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Brian Schad is a financial advisor at Prosperity - An EisnerAmper Company in West Palm Beach, FL, holding Series 65 and Series 66 licenses with three years of industry experience. His prior roles include positions at BDO, EY, Grant Thornton, and RSM US Wealth Management. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a multi-team approach with an emphasis on asset allocation and diversification, managing approximately $5 billion in client assets.

Thomas Maccowatt is a CFA® charterholder and holds a Series 65 license, with seven years of industry experience. He has been with Williams Jones Wealth Management, LLC since 2019 and was previously associated with Williams, Jones & Associates, LLC for 21 years. The firm serves high-net-worth individuals and families, as well as pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. Williams Jones Wealth Management employs a growth-at-a-reasonable-price equity approach and active, tax-aware fixed-income management across concentrated portfolios typically consisting of about 30 positions.

Ruth Ladas is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has worked at Blackridge Asset Management since 2020 and previously held roles at Peak Brokerage Services, Hamilton Group Funding, and Mutual of Omaha. Outside of her advisory work, she is involved in multiple business activities including real estate brokerage, insurance services, mortgage brokerage, and home and beauty product sales. Blackridge Asset Management provides personalized financial planning, asset management, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses. The firm’s investment approach includes client risk profiling, use of model portfolios, third-party managers, and a multiphase due diligence process, serving clients through various custodians and offering both discretionary and non-discretionary account management.

John Whitman is a financial advisor at Stephens with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stephens since 2006. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs and committee-based oversight, combining advisory services with broker-dealer and investment banking activities.

Constantine Hatzivassiliou is a financial advisor at Certuity, LLC with 12 years of industry experience. He has held a position at Camden Capital, LLC since 2014. He holds Series 66 and Series 65 licenses. Certuity manages approximately $3.30 billion and offers investment advisory, financial planning, family office, and investment consulting services to high- and ultra-high-net-worth clients, private foundations, endowments, and other entities. The firm utilizes a combination of fundamental and quantitative analysis, with a long-term, buy-and-hold investment approach and risk defined as permanent loss of capital.

Giuliano Celle is a financial advisor at Certuity, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and J.P. Morgan Chase Bank, NA. Certuity manages approximately $3.30 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 combines fundamental and quantitative analysis with a long-term, buy-and-hold investment approach, and offers outsourced CIO and private markets access through its multi-asset research and manager due diligence capabilities.

Michael Fein is a financial advisor at Apollon Wealth Management, LLC with 26 years of industry experience. He holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, CIC Wealth, LLC, and Commonwealth Financial Network. Outside of his advisory role, Fein serves as president and sole owner of Michael B. Fein, Inc., a holding company for managing his securities business revenue and expenses, and he is also a commissioned notary. Apollon Wealth Management serves a diverse client base, including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services and employs a combined investment approach that integrates centrally managed strategies with local portfolio oversight, utilizing both fundamental and tactical methods alongside tax-aware tools.

Bonnie Dodson is a Certified Financial Planner® with 44 years of industry experience. She is currently with Advisory Services Network and has previously worked at AD Private Wealth, Raymond James Financial Services, and UBS Financial Services. She is also an insurance agent specializing in life and variable insurance since 1994. Advisory Services Network is an independent enterprise serving individuals, families, corporations, and charitable organizations through a network of over 200 Investment Adviser Representatives. The firm offers portfolio management, financial planning, and retirement-plan consulting across a range of investment products and strategies, managing approximately $8.6 billion in client assets.

Thomas Nieves is a financial advisor at BFC Planning, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Centaurus Financial Inc., CETERA Advisor Networks LLC, and Summit Financial Group. Nieves is based in West Palm Beach, FL. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, referrals to outside managers, and other services, utilizing various platforms and investment approaches tailored by individual advisors.

Christopher Beyer is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Hilltop Securities Inc. and has previously worked at Voya Investment Management, American Century Investment Services, and UBS Financial Services. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of portfolio management programs through an open-architecture platform and features custody capabilities and product offerings that distinguish it from many peers.

Jennifer Tang is a CFP® professional with six years of industry experience, currently an advisor at Facet in West Palm Beach, FL. She has been with Facet Wealth, Inc. since 2021 and previously worked for Noesis Capital Management Corp. from 2001 to 2019. Facet serves individual members across various wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm delivers holistic financial planning using a Total Financial Life Resources framework and discretionary asset-allocation programs primarily utilizing ETFs.

Holly Workman is a financial advisor at Certuity, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Foreside Funds Distributors LLC, Polen Capital Management, LLC, and the University of Georgia. Certuity manages approximately $3.30 billion and offers 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’s investment approach blends fundamental and quantitative analysis with an emphasis on asset allocation and diversification, maintaining a long-term, buy-and-hold orientation.

Richard Elliott is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Facet. His prior work includes roles at Citizens Securities, Price Waterhouse Coopers, Mercer Global Advisors, and Citizens Bank. He is based in West Palm Beach, FL. Facet Wealth provides tiered, subscription-based financial planning and implementation services to individual members across various wealth levels. The firm delivers holistic advice through its Total Financial Life Resources framework and employs discretionary asset-allocation strategies primarily using ETFs, without charging percentage-of-AUM investment fees.

Kristopher Bonocore is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at LPL Financial and Financial Engines Advisors, among others. He is involved with Gladstone Wealth Group, an independent investment advisory firm. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who customize strategies and use third-party managers and technology to support clients’ portfolios and qualified plans.