Luken Cisick is a financial advisor at ON Investment Management Company with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked in several firms including Chelsea Financial Services and Evershore Financial Group. Outside of his advisory role, he is involved in insurance sales. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and plan sponsors with financial planning, portfolio management, and retirement-plan services. The firm offers a mix of discretionary and non-discretionary investment programs and operates a dual-registration model that includes broker-dealer activities.

Gannon Brown is a financial advisor at Certuity, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at Fidelity Investments. Outside of advisory work, he has been involved with Hot Birdie's Chicken. Certuity manages approximately $3.3 billion and serves high- and ultra-high-net-worth families, private foundations, endowments, family offices, and other entities. The firm combines fundamental and quantitative analysis with an emphasis on asset allocation and long-term investing, providing services including investment advisory, financial planning, OCIO, and access to private markets.

Michele Miranda is a financial advisor with Gradient Advisors, LLC in Wellington, FL, holding a Series 65 credential and four years of industry experience. She has held roles at multiple firms, including Guardian Financial Partners and Tax & Financial Group. Outside of her advisory work, she is president and owner of Pre-Planning Solutions, Inc., where she provides educational seminars and marketing materials focused on funeral cremation and estate planning. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model supported by risk analysis and market research methodologies.

Sean Quinn is a financial advisor with International Assets Investment Management, LLC, holding a Series 63 designation and 38 years of industry experience. Prior to joining International Assets in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2007 to 2019. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management using various investment vehicles and may implement strategies via third-party money managers, sub-advisers, or wrap programs.

Ralph Tumolo is a financial advisor with Capital Analysts in Wellington, FL, holding 44 years of industry experience. He previously worked at Lincoln Investment, Legend Equities Corporation, and Osaic FA, Inc. Since 1992, he has also served as President of Teacher's Financial Services, focusing on insurance sales and consulting. Capital Analysts serves retail and institutional clients, including individual and high-net-worth investors, trusts, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors and firm-managed programs. The firm uses a proprietary mutual-fund screening process and provides both discretionary and non-discretionary investment management.

Massimo Santicchia is a financial advisor with Procyon, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Cypress Capital Group, Alpha Quant Advisors, and Crest Investment Partners, among others. In addition to his advisory role, he is involved with Alpha Quant Models LLC, an entity that designs and licenses quantitative investment strategies. Procyon serves a diverse client base including individuals, high-net-worth households, trusts, businesses, institutional investors, and retirement plans. The firm offers tailored investment management and advisory services, primarily using a long-term, fundamental analysis approach across discretionary and non-discretionary mandates.

Mariia Eroshin is a financial advisor at Certuity, LLC with 11 years of industry experience. She holds the CFP®, CFA®, and Series 66 designations. Her prior roles include positions at UBS, Citigroup, Bank of America, and Merrill. She also teaches as adjunct faculty at the University of San Francisco. Certuity serves high- and ultra-high-net-worth families, private foundations, endowments, family offices, and pooled investment vehicles, providing investment advisory, family office, financial planning, and consulting services. The firm emphasizes asset allocation, diversification, and a long-term buy-and-hold investment approach, combining fundamental and quantitative analysis, and offers access to private markets through its private funds and manager due diligence services.

Jason Mcpharlin is a financial advisor at SVB Wealth with 20 years of industry experience. He holds a Series 65 designation and has worked at Boston Private Wealth LLC since 2016. SVB Wealth serves a diverse client base including individuals, trusts, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services, utilizing a range of investment strategies across multiple asset classes.

Moise Derosier is a ChFC® and Series 65 credentialed advisor with Global View Capital Management LLC in West Palm Beach, FL. He joined the firm in 2026 and has over two decades of experience working with the School District of Palm Beach. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm uses algorithmic research and quantitative methods to manage portfolios according to client risk profiles and objectives.

Edward Durkin Jr. is a financial advisor at Jefferies Investment Advisers LLC with 30 years of industry experience. He has worked at Jefferies LLC since 2017 and was previously with Merrill from 1996 to 2017. Durkin holds Series 63 and Series 65 licenses. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, and various organizations. The firm offers a customized, collaborative planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning, utilizing third-party software and scenario analysis to support its recommendations.

Timothy Ralph is a financial advisor at Merit Financial Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Stone Creek Capital Management LLC and Biltmore Capital Advisors. Outside of his advisory role, he is a managing member of Bearcat Aviation, LLC, an aircraft holding company. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable modular sleeves overseen by a central investment team.

Vien Tran is a Wealth Management Advisor with Meridian Wealth Management, LLC and holds a Series 65 credential. He has nine years of industry experience and is also the owner and Investment Advisor Representative at SAT Financial Advisors Inc., where he has worked since 2016. Tran is based in Palm Beach Gardens, Florida. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, providing discretionary portfolio management, financial planning, and retirement-plan services. The firm emphasizes IPS-driven, tailored advice and manages most client relationships on a discretionary basis using a range of investment strategies.

James Bailey is a financial advisor with Wedbush Securities Inc. in Jupiter, FL, holding Series 65 and Series 63 licenses and bringing 34 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the Sportsmanship Committee of the Loveladies Tennis Club. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers a wide range of services such as wealth management, fixed income, commodities, securities lending, and capital markets, and acts as both an adviser and broker-dealer.

David Hannay is a CFP® professional with 16 years of industry experience. He has been with Gladstone Wealth Partners since 2017, following seven years at Henry & Hannay Wealth Management. Outside of advisory services, he operates Hannay Financial Services, LLC, providing tax return preparation for individuals, partnerships, and S corporations. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with an emphasis on retirement-plan service delivery and institutional manager relationships.

Codie Allen is a Series 66-licensed financial advisor at Elevation Point Wealth Partners, LLC with 18 years of industry experience. He previously worked for UBS Financial Services Inc. for 11 years. Outside of his advisory role, he serves as Treasurer and Board Member of the Kingdom Training Foundation, overseeing its budget and fund use. Elevation Point Wealth Partners is a multi-team investment adviser managing approximately $8.29 billion in assets across 53 advisors. The firm serves a range of clients including individuals, retirement plans, and corporations, utilizing model portfolios with tactical asset allocation and incorporating third-party managers as part of its investment approach.

Charles Massie is a CFP® with 22 years of industry experience, currently serving as an investment adviser representative at Blackridge Asset Management, LLC since 2019. He previously worked at Park Avenue Securities and Guardian Life Insurance Company, and he is president of Charles Abels Massie, CPA, PA, an accounting firm specializing in tax preparation. He also leads Massie & Associates Financial Planning Group, focusing on insurance and financial planning. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm operates through a network of advisers and uses a combination of affiliated platforms and third-party managers to deliver tailored portfolio management and estate-planning referrals.

Joel Yudenfreund is a financial advisor with Advisory Services Network who holds a Series 66 designation and has 15 years of industry experience. His career includes roles at Stifel Nicolaus & Co Inc and Calton & Associates, Inc. Outside of advisory work, he serves as a board member for the Dame Jillian & Dr. Arthur Sackler Foundation for the Arts, Sciences & Humanities and the Mandel JCC, and acts as an expert witness in trust and estate litigation. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of portfolio management and consulting services, employing diverse investment strategies and third-party manager oversight.

Paul Blatz is a CFA® charterholder with nine years of industry experience. He currently serves at Certuity, LLC and previously worked at Finemark Bank & Trust and GenSpring Family Offices, LLC. Certuity, LLC manages approximately $3.30 billion and provides investment advisory, financial planning, family office, and consulting services to high- and ultra-high-net-worth clients, private foundations, endowments, and pooled investment vehicles. The firm employs a long-term, buy-and-hold investment approach integrating fundamental and quantitative analysis, asset allocation, and diversification, while also offering OCIO and access to private markets through differentiated fund structures.

Matthew Baltuch is a financial advisor at Apollon Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at firms including Morgan Stanley and Steward Partners. Baltuch serves as treasurer on the Monte Verde Community Board in West Palm Beach, FL. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, and institutional clients. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of investment solutions including ESG models, direct indexing, and sub-advisory services for pooled and insurance-dedicated funds.

Chloe Sandler is a CFP® and holds a Series 65 license, with three years of industry experience. She is currently with Certuity, LLC and previously worked at Camden Capital and J.P. Morgan Asset Management. Certuity serves high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles. The firm offers investment advisory, family office, financial planning, and investment consulting services, emphasizing asset allocation, diversification, and a long-term buy-and-hold approach that combines fundamental and quantitative analysis.