Maria Maloney is a financial advisor at New Edge Wealth with six years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Bank of America. Prior to her financial career, she was involved with Canopy Road Cafe and Florida State University. New Edge Wealth serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, using a combination of independent managers, model strategies, and proprietary solutions supported by AI-assisted analytics.

Sergio Esteves is a financial advisor with Capital Analysts in Wellington, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent eight years with Legend Equities Corporation. Outside of advising, he serves as a board member for the mission organization PlantToday and leads SJE Associates Inc., a firm involved in tax preparation and business consultation. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and a proprietary mutual-fund screening process, with various portfolio customization options and fiduciary services.

Lindsay Torres is a financial advisor with ValMark Advisers, Inc. and holds a Series 66 designation. She has eight years of industry experience and currently serves as Chief Operating Officer of TMFG, LLC, where she is involved in client service leadership and management. Lindsay has been affiliated with The Miller Financial Group since 2016. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee.

Andrew Farago is a financial advisor with B. Riley Wealth Advisors, Inc. in Boca Raton, FL, holding Series 63 and Series 66 licenses and with 19 years of industry experience. He has worked at B. Riley Wealth Management and B. Riley Wealth Advisor since 2022 and previously at National Securities Corp and KELLER WILLIAMS. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through a range of advisory programs, financial planning, and retirement solutions.

Ana Diaz is a CFP® with 17 years of industry experience, currently serving as a financial advisor at The AmeriFlex Group. Her prior roles include positions at Royal Alliance Associates, Inc. and JHFN SII. She is a board member of the Junior League of Boca Raton Endowment and also works as a career guidance counselor for mid-career adults and college students. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, and retirement plan consulting with customized strategies delivered via model asset allocations, discretionary and non-discretionary manager relationships, and wrap program solutions.

Joseph Bodvake is a financial advisor at AlphaStar Capital Management with a Series 65 credential and one year of industry experience. Prior to his role at AlphaStar, he was associated with WealthCare Financial and also worked at Sushi by Bou. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a range of investment strategies including model portfolios and third-party portfolio construction tools, managing approximately $2.5 billion in assets across over 8,400 client relationships.

Timothy Ciraulo is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Hennion & Walsh since 2013 and has been affiliated with PMK Securities & Research since 2002. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm offers a range of programs including wrap-fee portfolio management, personalized UMA, and managed accounts, utilizing both fundamental and technical analysis with various investment strategies across multiple asset classes.

Charles Stewart is a financial advisor at Pinnacle Investments, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Pinnacle Investments, Stewart worked at Lynn University and Florida State University. Outside of his advisory role, he is the founder of Generational Sports Partnerships LLC, a sports agency focused on athlete representation and financial literacy, and hosts a podcast called The Credentials Show. He is also the author of the book "WHAT DID I JUST SIGN?" which explains key financial and legal concepts through case studies and roleplay scenarios. Pinnacle Investments is a multi-team SEC-registered investment adviser managing approximately $1.06 billion in assets for nearly 2,000 clients, including individual investors, retirement plans, trusts, charitable organizations, and institutions. The firm offers comprehensive financial planning and portfolio management services, utilizing fundamental and technical analysis and a range of investment products.

Rachel Bonnet is a CFP® with one year of industry experience currently with Citizens Private Wealth in Boca Raton, FL. She has previous experience at Fifth Third Bank and BNY Mellon. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm offers tailored investment management strategies through a discretionary platform overseen by a Chief Investment Officer and provides additional services including tax and estate structuring as well as business consulting for multigenerational family and closely held business matters.

Paul Dipietro is a Certified Financial Planner® at Pinnacle Investments, LLC with 25 years of experience in the financial services industry. He previously worked at Dawson James Asset Management and Dawson James Securities Inc. for seven years. Pinnacle Investments, LLC offers investment advisory and brokerage services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a range of strategies using fundamental and technical analysis and provides financial planning aligned with CFP standards.

Robert Toth is a financial advisor at Ausdal Financial Partners, Inc. with 37 years of industry experience. He holds a Series 63 designation and previously worked at American Portfolios for 16 years. Outside of his role at Ausdal, he owns Seabreeze Wealth Management, LLC, through which he provides investment advising and sells insurance products. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, combining in-house and third-party investment options with brokerage and insurance services.

Peter Ream is a financial advisor at Capital Analysts with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes positions at HSBC Securities, HSBC Bank USA, and PNC Investments. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management and research team that utilizes proprietary screening processes and model portfolios.

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® and holds a Series 66 license with 10 years of industry experience. She currently works at EverSource Wealth Advisors, LLC and has prior experience at Fortune 360 Group LLC, Securities America, Inc, Bank of America, and Merrill Lynch. Outside her advisory role, she is a licensed real estate agent in Florida and an independent business broker with VR Business Brokers. EverSource Wealth Advisors serves a diverse client base including high-net-worth individuals, families, estates, and institutional relationships. The firm offers wealth management, financial planning, and consulting services, along with turnkey asset management programs and private market investment options.

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.

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.

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 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.

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.