Peter Ream is a financial advisor with Capital Analysts, holding Series 63, Series 65, and Series 66 credentials and 21 years of industry experience. His prior work includes roles at HSBC Securities, HSBC Bank USA, PNC Investments, and PNC Bank. He has been with Capital Analysts and Lincoln Investment since 2020. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team to guide investment decisions.

Aditya Saraogi is a financial advisor at A.G.P. / Alliance Global Partners with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Alliance Global Partners since 2022, following a seven-year tenure at Ameriprise Financial Services, Inc. Outside of his advisory role, he consults for IFB Agro Industries Limited in India. A.G.P. / Alliance Global Partners serves a diverse client base including individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm is known for its international investing strategies through its EPC Advisors Group division and maintains active brokerage and product-distribution activities alongside its advisory services.

Brandi Lobato is a CFP® with 10 years of industry experience, currently serving as a financial advisor at EverSource Wealth Advisors, LLC. Her prior experience includes roles at Fortune 360 Group LLC, Securities America, Inc., Bank of America, and Merrill Lynch. Outside of financial advising, she is a business broker for VR Business Brokers and a licensed real estate agent in Florida. EverSource Wealth Advisors serves individual and institutional clients, including families, estates, trusts, and charitable foundations. The firm offers wealth management, financial planning, and investment advisory services through a national network of advisors using multiple investment programs and a values-based approach.

Robert Harrigan is a CFA® charterholder with 22 years of experience in the financial services industry. He currently serves as an advisor at Perigon Wealth Management, LLC and previously worked at UBS Financial Services for 11 years. Harrigan is also a licensed insurance agent involved in insurance sales and implementation. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm offers tailored portfolios based on client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and accepting proxy-voting responsibility.

Nicholas Sowers is a financial advisor at KCD Financial, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked at several firms including Trinity Wealth Securities and Florida Financial Advisors. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers tailored asset management and financial planning services, utilizing third-party platforms and managers to implement a range of investment strategies.

John Malzone is a CFP®-certified financial advisor with 41 years of industry experience. He has worked at Main Street Financial Solutions, LLC and its predecessor entities since 1992. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers financial planning, wealth management, and retirement plan consulting with an investment approach that combines academic-based, multi-asset class strategies using mutual funds, ETFs, and individualized securities, alongside institutional and advisor-facing services such as ERISA consulting and Independent Manager oversight.

James Sunderwirth is a financial advisor with World Equity Group, Inc. in Royal Palm Beach, FL, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has been with World Equity Group since 2015. Outside of his advisory role, he provides tax preparation and bookkeeping services as a CPA and serves as a tax partner at Community Accounting Partners of FL, PLLC, specializing in accounting and tax services for homeowners associations. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a risk-tolerance questionnaire to guide asset allocation and provides managed portfolios primarily through its wrap-fee program, combining discretionary portfolio management with access to third-party money managers.

Nicholas Darzentas is a CFA® charterholder with 17 years of industry experience, currently serving at Fortis Capital Advisors, LLC. He has held prior roles at Castle Wealth Management, Sky Alpha Asset Advisors, Northwestern Mutual, and T3 Trading Group. Outside of advisory work, he is involved in life insurance sales, earning residual commissions, and occasionally facilitates real estate transactions for family members. Fortis Capital Advisors provides portfolio management, financial planning, and retirement consulting services to a diverse client base including individuals, families, businesses, and institutional clients. The firm employs a range of investment strategies, including discretionary management and ESG options, and manages $1.615 billion in discretionary assets as of December 2025.

Gregory Madison is a financial advisor at MissionSquare Retirement with nine years of industry experience. He holds a Series 65 designation and has worked previously at DWC The 401k Experts and Slavic Integrated Administration. Madison is based in Palm Springs, FL. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services, using investment advice and model portfolios developed by Morningstar Investment Management.

Vincent Maiorano is a financial advisor at B. Riley Wealth Advisors, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at B. Riley Wealth Advisors since 2016, including time at B. Riley Wealth Management and National Securities Corp. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a variety of investment programs and manages approximately $4.21 billion in client assets through a team of about 173 advisors.

Kaycia Rossi is a Series 65-licensed financial advisor with Team Hewins, LLC, bringing several years of industry experience that includes roles at Thornburg Investment Management, Cambridge Associates, and Akin Gump Strauss Hauer & Feld. She has been with Team Hewins since 2021. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment approach is guided by an Investment Committee that builds model portfolios based on Modern Portfolio Theory and offers specialized retirement plan services, managing a notable mix of discretionary and non-discretionary assets.

Jay Gershman is a financial advisor with Redhawk Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to joining Redhawk, he worked at Securities America Advisors, Inc. and Securities Service Network, Inc. He also serves as President Elect of a fraternal cemetery association. Redhawk Wealth Advisors provides wealth management and financial planning services to individuals, families, trusts, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation across various asset classes, with portfolios monitored by a weekly investment committee.

John Lauroesch is a CFA® charterholder with 13 years of industry experience and has been with Belpointe Asset Management LLC since 2015. He holds Series 63 and Series 65 licenses and serves on the Board of Trustees for the Adirondack Health Foundation. Belpointe Asset Management provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base, employing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance. The firm also supports proprietary funds and offers a variety of affiliated business services alongside its advisory practice.

Lori Fernicola is a CFP® with 10 years of industry experience, currently serving at Fortis Capital Advisors, LLC. She previously worked at Castle Wealth Management and Banyan Global Investment Advisors, LLC. Fortis Capital Advisors serves a diverse client base including high-net-worth individuals, families, businesses, retirement plans, institutional clients, and other advisers, offering portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm uses a range of investment strategies, including passive, active, tactical, blended, and ESG-oriented options, with discretionary management tailored to advisor-specific styles and model portfolios.

Ben Dembin is a financial advisor at A.G.P. / Alliance Global Partners with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Before joining A.G.P. in 2019, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2010 to 2019. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser that serves individuals, trusts, corporations, and retirement plans, offering portfolio management, financial planning, and retirement-plan services alongside brokerage and investment banking capabilities. The firm uses an open-architecture investment approach with a focus on international investing and manages both discretionary and non-discretionary strategies through in-house teams and third-party managers.

Haitham Ashoo is a financial advisor at The Mather Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Pillar Wealth Management, LLC for 16 years. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with customizable portfolio options and integrates AI and machine-learning tools alongside human oversight.

Robert Raab is a Series 63 licensed financial advisor with 44 years of industry experience. He has been with Newbridge Securities Corporation since 2006 and is currently affiliated with NFSG Corporation in Boca Raton, FL. NFSG Corporation is an SEC-registered investment adviser that provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm customizes portfolios using fundamental, technical, and cyclical analysis and employs both long- and short-term strategies, often incorporating third-party asset managers.

Ioannis Profylienos is a financial advisor at Manning & Napier Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Equitable Advisors and Capital Analysts. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, managing discretionary separately managed accounts and offering specialized advisory solutions. The firm employs a team-based investment process that integrates top-down macro analysis with bottom-up security selection and operates affiliated trust and broker-dealer entities.

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.