Amanda Courtney is a Series 65-licensed advisor at Certuity, LLC with 14 years of industry experience. She has worked at Camden Capital Management, LLC since 2009. 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 strategy that combines fundamental and quantitative analysis.

Taylor Marsh is a financial advisor at Elevation Point Wealth Partners, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for six years. Prior to that, he operated his own firm, Taylor Marsh, LLC, for two years. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities through programmatic offerings that utilize model portfolios and tactical asset allocation.

Jeffrey Boron is a financial advisor with Blackridge Asset Management, LLC, holding a Series 66 designation and 23 years of industry experience. He has been with Blackridge Asset Management and Peak Brokerage Services since 2015. Outside of his advisory role, he serves as President of the nonprofit organization Send Your Kids To College, which focuses on college planning consulting and forms preparation. 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-driven risk profiling and a multiphase due diligence process for sub-managers, offering both discretionary and non-discretionary account management.

Francis Bermudez is a financial advisor with Capital Analysts in Wellington, FL, holding a Series 66 designation and two years of industry experience. He has worked with Capital Analysts and Lincoln Investment since 2023. Outside of advising, Bermudez teaches music to middle school students in the School District of Palm Beach County and works as a music teacher and performer in the community, in addition to managing lifeguards at Rapids Water Park. Capital Analysts serves a wide range of clients including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment research team and provides access to third-party managers and customized portfolios.

Robert Hudson III is a financial advisor with Gladstone Wealth Partners, holding a Series 66 designation and having 22 years of industry experience. He has been associated with Gladstone Institutional Advisory LLC since 2015 and maintains roles with R. P. Hudson Capital Advisors and LPL Financial since 2012. Hudson is also the founder and chairman of GWP Holdings, a business entity for tax and investment purposes. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent investment adviser representatives who select strategies and resources tailored to each client and utilize third-party managers and technology in managing accounts.

Joshua Mcglothlin is a financial advisor at Gladstone Wealth Partners with nine years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Cambridge Investment Research Advisors, JPMorgan Chase Bank, and Fifth Third Bank. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individual and high-net-worth investors, corporations, pension plans, and charitable organizations. The firm operates through a network of independent advisers who utilize a range of strategies, sub-advisers, and technology solutions for portfolio management and qualified plan services.

Kirk Henderson is a financial advisor at Ausdal Financial Partners, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Portfolios for 16 years. Outside of his advisory role, he is the owner of Kirk Henderson Financial Services, Inc., which provides insurance products. Ausdal Financial Partners, Inc. manages approximately $2.13 billion in client assets through a network of 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both discretionary and non-discretionary strategies across a range of investment products and maintains dual broker-dealer and insurance activities.

Alfred Townsend Jr. is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 11 years of industry experience. He previously worked at Regal Investment Advisors and CS Advisors, and he has been involved with TMC Group Inc. for over two decades. Outside of advisory services, he is an independent insurance agent. Advisory Services Network serves individuals, families, corporations, charitable organizations, and retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, investment consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

William Kelly is a financial advisor with Sowell Management and holds a Series 65 designation. He has experience at Barclay Breland Family Office and has also been self-employed. His background includes roles in education at Florida Atlantic University and Jupiter Community Middle/High School. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm offers investment management, financial planning, and retirement-plan advisory services through a multi-branch independent-contractor model with over 100 advisors.

Brett Orvieto is a financial advisor at Dakota Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Lincoln Investment Planning, Inc and Strategic Asset Management Group before joining Dakota Wealth in 2018. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, and other entities. The firm employs a diversified, research-driven investment approach utilizing a range of asset classes and serves as an investment manager to registered funds and private pooled funds.

Madelyn Fahnestock is a Series 65-licensed advisor with Dakota Wealth, LLC, based in Palm Beach Gardens, FL. She has been with Dakota Wealth since 2023 and previously worked at PFM Asset Management and Brooks International. Her background includes diverse roles prior to joining the financial industry, including experience at Palm Beach Atlantic University and Indian Echo Caverns. Dakota Wealth, LLC serves a broad range of clients, including high net worth individuals, trusts, and organizations, offering customized wealth management and investment services. The firm employs primarily long-term portfolios using mutual funds, ETFs, and other securities, with a focus on ongoing oversight and due diligence.

Luken Cisick is a financial advisor with On Investment Management Company in Palm Beach, FL, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Chelsea Financial Services, Evershore Financial Group, Insight Trade, and he has also been involved in insurance sales. On Investment Management Company is a SEC-registered adviser and subsidiary of The O.N. Equity Sales Company, providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary investment management, frequently combining brokerage and advisory services.

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, holding a Series 65 credential and three years of industry experience. She has worked at several firms including Guardian Financial Partners, LLC and Tax & Financial Group, and owns Pre-Planning Solutions, Inc., which provides educational seminars and marketing materials on funeral cremation and estate planning. Additionally, she is president and owner of M&N Marketing Insurance Services, Inc., offering insurance and annuity solutions. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices and delivers portfolio services primarily on a non-discretionary basis, tailoring strategies using various analytical methods and offering financial planning on fixed-fee or hourly terms.

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.

Massimo Santicchia is a financial advisor at Procyon with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Cypress Capital Group and Crest Investment Partners. In addition to his advisory role, he is involved with Alpha Quant Models LLC, where he designs and develops quantitative investment strategies. Procyon serves a broad range of clients, including individuals, high-net-worth families, institutions, and retirement plans. The firm focuses on customized, fundamentally driven portfolios using mutual funds, ETFs, equities, and fixed income, managed through both internal teams and third-party providers.

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.

Saralynn Golob is a financial advisor with Chelsea Advisory Services, Inc. in Lake Worth, FL, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She previously worked at Park Avenue Securities and Guardian Life and has operated The Tax Coach, LLC, a tax preparation service for individuals and corporate entities, since 2004. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, including high-net-worth clients, trusts, and some corporate entities. The firm follows a fundamental, long-term investment approach and generally manages diversified portfolios on a discretionary basis.

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.