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 financial advisor at Elevation Point Wealth Partners, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Morgan Stanley, and J.P. Morgan Securities. Outside of his advisory work, Allen serves as Treasurer and a member of the Board of Directors for the Kingdom Training Foundation. Elevation Point Wealth Partners provides investment advisory services to individuals, including high-net-worth clients, retirement plans, trusts, and institutional clients. The firm uses a mix of strategic and tactical asset allocation across various portfolios, including separately managed accounts and model portfolios, and offers alternatives through specialized platforms.

Kyle Howgate is a financial advisor at Certuity, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for four years. His background also includes roles at Family First Life, Sparrow, and Puerta Villarta, along with a decade in full-time education. Certuity manages approximately $3.3 billion, serving high- and ultra-high-net-worth families, foundations, and pooled investment vehicles. The firm combines fundamental and quantitative analysis with a long-term, buy-and-hold investment approach and offers services including OCIO and investment consulting, with distinctive fund structures and multi-asset research.

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.

Michael Jacobs is a financial advisor at Certuity, LLC in North Palm Beach, FL, holding a Series 65 designation. He has one year of industry experience and has previously worked at SGV Holdings, Strategic Asset Services, University College Dublin, and UBS. Jacobs has an academic background that includes four years at Washington University in St. Louis and seven years at Trevor Day School. Certuity manages approximately $3.30 billion and serves high- and ultra-high-net-worth individuals, families, private foundations, endowments, family offices, and pooled investment vehicles. The firm employs a long-term, buy-and-hold investment approach combining fundamental and quantitative analysis, asset allocation, and diversification, and offers a range of services including investment advisory, financial planning, and outsourced chief investment officer solutions.

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 with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Cabot Lodge Securities LLC, Steward Partners, Raymond James, Morgan Stanley, and Citigroup Global Markets. He serves as treasurer on the Monte Verde Community Board in West Palm Beach, FL. Apollon Wealth Management is a multi-team SEC-registered adviser with approximately $11.56 billion in assets under management, serving individuals, families, family offices, trusts, and institutional clients. The firm employs a blend of centrally managed strategies and locally managed portfolios, utilizing fundamental analysis, ESG risk models, tactical allocations, and technology tools including generative AI.

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.

Herbert Friedman is a financial advisor at Portfolio Medics, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Portfolio Medics since 2018. Prior to that, he was with New Century Financial Group LLC and Royal Alliance Associates, INC. from 1994 to 2018. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-HNW and high-net-worth individuals, offering a blend of strategic and tactical investment approaches, including model portfolios and a mix of passive and active strategies.

William Benjamin IV is a financial advisor at Citizens Private Wealth with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Republic Securities Company and First Republic Bank for eight years. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm uses a long-term, open-architecture investment approach with predominantly discretionary portfolio management and benefits from its affiliation with Citizens Bank, which provides unique product access and operational features.

Alfred Townsend V is a CFP®-certified financial advisor with 10 years of industry experience, currently with Advisory Services Network since 2021. His prior roles include positions at Regal Investment Advisors and CS Advisors, among others. Outside of advisory work, he is an independent insurance agent focusing on life insurance, annuities, and long-term care insurance. Advisory Services Network is an enterprise firm with over 200 independent advisors serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets through a variety of investment and advisory strategies.

Berton Brown is a Series 66-registered financial advisor with 18 years of industry experience. He is currently with CreativeOne Wealth, LLC and has previously worked at Gladstone Wealth Partners and Primoris Wealth Advisors. Outside of advisory roles, he owns a wellness franchise, OsteoStrong, LLC, and is involved with Health Meets Wealth Insurance, selling insurance-related products and referring business to his advisory firm. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement consulting services to individuals, corporations, and charitable organizations, utilizing a platform that incorporates proprietary ETF-based models, third-party managers, and option strategies.

Stephanie Dunbar is a Certified Financial Planner (CFP®) with four years of industry experience. She is currently with Dakota Wealth, LLC and has previously worked at Hightower Advisors, Vigilant Wealth Management, and Perspecta Trust. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to a diverse client base including individuals, trusts, foundations, and business enterprises. The firm utilizes a long-term, customized investment approach that combines fundamental, technical, and quantitative analysis to construct diversified portfolios.

Douglas Swenson is a financial advisor with SVB Wealth, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has previously worked at BP Wealth Management and Banyan Partners. Outside of finance, he is a certified arborist involved with a commercial landscaping and tree farming business and engages in identity theft recovery marketing and business introductions. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients by providing wealth management, financial planning, and retirement plan advisory services. The firm employs a due diligence process to select third-party managers and combines fundamental, quantitative, and technical analysis to oversee client portfolios.

Vinessa Siano is a financial advisor at Merit Financial Advisors with 10 years of industry experience. She holds Series 66, Series 65, and Series 63 credentials and has previously worked at Ameriprise, Purshe Kaplan Sterling Investments, and other financial firms. Outside of finance, she has experience working with nonprofit organizations including Catholic Charities Diocese of Palm Beach and Our Lady of Florida Spiritual Center. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm’s investment approach centers on long-term, diversified asset allocation using centrally managed sleeves and model portfolios, with customized options and oversight by an internal investment team and committee.

Menachem Daniels is a financial advisor at Alexander Capital Wealth Management LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Integrated Retirement Advisors, LLC since 2019, with prior roles at Brokers Financial and Brokers International Financial Services, LLC. Daniels is also the owner of Nahum Daniels LLC, an insurance sales business specializing in fixed annuities. He previously served in a leadership role at the Chabad of Stamford, a religious charity. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis, utilizing both long- and short-term strategies, and manages approximately $212.1 million in discretionary assets.

Kristen Smigelski is a CFP® with 11 years of industry experience, currently affiliated with Regal Investment Advisors LLC. Her career includes roles at Regulus Financial Group, LLC, Questar Asset Management, and RB Financial Advisors. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers, focusing on high-net-worth and corporate clients through a sub-advisory platform managing approximately $2.88 billion in assets.

Sean Coffey is a financial advisor at Blackridge Asset Management, LLC with six years of industry experience. He holds the Series 65 and Series 63 licenses. Prior to joining Blackridge, he worked at Thurston Springer Financial and has been involved with Peak Brokerage Services, where he also serves as Operations Manager. Blackridge Asset Management provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management through in-house and third-party platforms, utilizing strategies such as asset allocation, rebalancing, and diversification.

Alan Morris is a financial advisor with Advisory Services Network holding a Series 66 designation and 14 years of industry experience. He has worked at Crown Capital Securities, LP, Calton & Associates, Inc., and has been with Advisory Services Network since 2023. Outside of his advisory work, Morris is president of Topline Printing & Graphics, Inc., a printing and marketing company, and serves as an instructor for American Financial Education Services. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.