Rachael Grattan is a CFP® professional with nine years of industry experience, currently serving as an advisor at Team Hewins, LLC since 2018. She previously worked at Adam Financial Associates, Inc. for five years before joining Team Hewins. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm emphasizes a structured investment process managed by an Investment Committee, offering retirement plan services and utilizing a mix of mutual funds, ETFs, independent managers, and private investment funds.

Matthew Kondrath is a financial advisor with Ausdal Financial Partners, Inc. He holds Series 63 and Series 66 licenses and has 28 years of industry experience. Prior to joining Ausdal Financial Partners, he worked at firms including American Portfolios Financial Services, Edward Jones, and MBSC Securities Corporation. Outside of his advisory role, he assists clients with insurance needs through SEABREEZE WEALTH MANAGEMENT and serves as CEO of MPK FINANCIAL. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, retirement-plan advisory, and financial planning, while supporting investment strategies tailored to each client’s objectives and constraints.

Nicole Carlon is a CFP®-certified financial advisor at Mutual Advisors, LLC with nine years of industry experience. She has worked at several firms including American Portfolios Financial Services, SlateStone Wealth, and LPL Financial. Although licensed as a life insurance agent, she does not sell insurance products and refers those cases to other agents. Mutual Advisors provides investment management, financial planning, and ERISA plan advisory services to a diverse client base that includes individuals, high-net-worth clients, trusts, retirement plan participants, and institutional investors. The firm combines institutional capabilities with operational flexibility, offering both active and passive investment strategies alongside third-party tools and manager arrangements.

Howard Friedman is a financial advisor with Private Client Services, LLC, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 17 years of industry experience, including prior roles at Bright Futures Wealth Management, Brightline Financial, and Bb&T Securities. Outside of finance, he is the owner and operator of Baltimore Steel Knifemakers LLC, a manufacturer of handmade knives. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plans, corporations, and charities through a network of advisers and multiple advisory platforms. The firm employs a discovery-driven process that emphasizes risk profiling and tailored platform selection, offering a mix of advisory and commission-based brokerage services.

Andres Bonell is a financial advisor with Bryn Mawr Trust Advisors, LLC in Boca Raton, FL, holding a Series 65 designation and 12 years of industry experience. He previously worked at Bell Rock Capital, LLC for seven years before joining Bryn Mawr Capital Management, LLC, where he has been for three years. Outside of advisory work, he is the managing member of a family-operated aviation parts business, Cirrus Enterprises LLC. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser serving individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm offers discretionary investment management and fiduciary services, utilizing a combination of strategic asset allocation, tactical adjustments, mutual funds, ETFs, and selected independent managers, supported by a bank-affiliated structure and collaborative arrangements with WSFS Bank.

Jeffrey Eglow is a financial advisor with NFSG Corporation who holds Series 63 and Series 66 licenses and has 29 years of industry experience. He has worked at NFSG Corporation since 2017 and previously held positions at SunTrust Advisory Services and SunTrust Investment Services, Inc. He is also licensed in insurance, dedicating a portion of his business hours to this activity. NFSG Corporation is an SEC-registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, third-party manager selection, and financial planning, employing a variety of investment strategies tailored to client objectives and risk tolerance.

Craig Jaffe is a CFP® and Series 66 credentialed financial advisor with 18 years of industry experience. He has been with United Capital Financial Advisors since 2011 and previously worked at Girard Securities Inc. United Capital Financial Advisors provides comprehensive financial planning and investment management services nationally to individuals, corporations, retirement plans, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers customized solutions including ESG and faith-based portfolios, supported by proprietary technology and a range of internal and external investment resources.

Mark Samson is a financial advisor at XML Financial Group with 35 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors for 10 years. Samson is a principal at BR Financial Associates Management Company, LLC, which manages XML Financial and XML Securities. XML Financial Group serves a broad retail client base including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm employs a multi-advisor team model and combines fundamental and technical analysis with third-party managers and an internal Investment Committee to tailor portfolios according to client objectives and risk tolerance.

Walter Priebe is a ChFC® credentialed financial advisor with 41 years of industry experience, currently affiliated with NFSG Corporation. He has worked at Newbridge Securities Corp since 2014 and has been leading Priebe Investment Plans, Inc. since 1989. Outside of his advisory work, he hosts a live weekly radio program and is involved in the development and sales of an automotive accessory called Windcatcher, which is in the process of being patented. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to individuals, pension plans, trusts, and businesses. The firm customizes portfolios based on clients’ objectives and risk tolerance, employing a variety of investment strategies and frequently utilizing third-party asset managers.

Kyle Jones is a financial advisor with A.G.P. / Alliance Global Partners in Boca Raton, FL. He holds a Series 66 designation and has 11 years of industry experience, including a tenure at Euro Pacific Capital, Inc. since 2014. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors. The firm offers a range of portfolio management and financial planning services, with a focus on international investing through its EPC Advisors Group division, and combines advisory recommendations with brokerage and insurance products.

Susan Jones is a CFP® professional with four years of industry experience. She currently works at Savvy and previously held roles at Plancorp, LLC and BKD, LLP. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, option overlays, and ESG-focused models.

Richard Lincoln is a CFP®-certified financial advisor with 30 years of experience, currently with Prosperity Capital Advisors. His prior experience includes roles at Woodbury Financial Services and Retirement Concepts Group, where he also serves as owner. Lincoln holds additional registrations as a Series 63 and Series 65 representative and is involved in insurance sales and holistic wealth management through his business activities. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies and ongoing portfolio supervision, utilizing model suites from providers such as BlackRock, Dimensional, and Vanguard, along with advisor-directed portfolios and third-party sub-advisors.

Todd Weatherwax is a financial advisor with NFSG Corporation in Boca Raton, FL, holding Series 65 and Series 66 licenses and nine years of industry experience. He has previously worked at Newbridge Securities Corporation, Valic Financial Advisors, and Primerica Financial Services. Outside of advisory roles, he is also active as an insurance agent. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to a range of clients, including individuals, pension plans, and charitable organizations. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis, and frequently employs third-party asset managers to meet client objectives.

Dale Smith is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at B. Riley Wealth Advisors and B. Riley Wealth Management since 2022 and was previously with National Securities Corporation for nine years. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a wide range of advisory programs, financial planning, and retirement solutions.

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.

Craig Petrassi is a financial advisor at Kestra Private Wealth Services, LLC with 25 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Kestra Investment Services, LLC and TIAA. He is the founder and portfolio manager of Evoke Wealth Management and serves as president of the Grand Cascades Lodge Condo Association board. Kestra Private Wealth Services serves a diverse client base including individual clients, retirement plans, and institutional entities, offering advisor-managed portfolios, financial planning, and various advisory programs across multiple platforms.

Eyal Galinsky is a financial advisor at Mutual Advisors, LLC with 36 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at American Portfolios Financial Services, SlateStone Wealth, and LPL Financial. Outside of advising, he works as an independent insurance agent. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, employing a combination of passive and active investment strategies tailored to client objectives.

Joseph Galinskie is a financial advisor at B. Riley Wealth Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at B. Riley Wealth Management and National Asset Management, among other firms. Outside of his advisory role, he serves as a FINRA arbitrator on dispute resolution panels. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets through around 274 advisors. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Daniel Limmer is a CFP® with 33 years of experience in the financial services industry. He is currently affiliated with Procyon Institutional Partners, LLC, Procyon Advisors, LLC, and Purshe Kaplan Sterling Investments, Inc., where he has worked since 2021. Prior to these roles, he spent significant time at American Portfolios Financial Services, Inc. and Innovative Planning Services. Outside of his advisory duties, he consults on health and wellness services with Supreme Self Wellness. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, and retirement plans. The firm provides investment management, financial planning, and consulting services, employing fundamentally driven, customized portfolios and utilizing both internal management and third-party managers across a broadly integrated platform.

Marc Brown is a financial advisor at NFSG Corporation with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott for 18 years. Outside of his advisory role, Brown engages in coaching and speaking at universities and organizations on the advantages of investing. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios and frequently utilizes third-party asset managers through discretionary and non-discretionary arrangements.