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 at Ausdal Financial Partners, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including American Portfolios Financial Services, Edward Jones, and MBSC Securities Corporation. Outside of his advisory role, he is CEO of MPK Financial and assists clients with insurance needs through Seabreeze Wealth Management. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for more than 16,000 clients. The firm offers a variety of advisory and brokerage services, tailoring investment strategies to clients’ objectives and risk profiles while integrating multiple custodians and third-party managers.

Nicole Carlon is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC since 2022. Her prior roles include positions at American Portfolios Financial Services, SlateStone Wealth, LLC, and LPL Financial LLC. She holds a life insurance license but does not actively sell insurance products. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, qualified purchasers, and institutional investors. The firm employs a combination of active and passive investment strategies and offers a range of advisory services tailored to client objectives, managing approximately $9.45 billion across 154 advisors.

Howard Friedman is a financial advisor with Private Client Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 17 years of industry experience and has worked at firms including Brightline Financial and Bb&T Securities. Outside of financial advising, he is the owner and operator of Baltimore Steel Knifemakers LLC, a handmade knife manufacturer. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plans, corporations, and charitable organizations. The firm uses a discovery-driven process emphasizing risk profiling and tailored platform selection, and offers a combination 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, holding Series 63 and Series 66 designations and over 30 years of industry experience. He has worked at NFSG Corporation since 2017 and has prior experience with NewBridge Securities Corporation and SunTrust Advisory Services. He is also insurance licensed, dedicating a small portion of his business hours to that activity. NFSG Corporation provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension plans, trusts, and business entities. The firm constructs diversified portfolios and offers both discretionary and non-discretionary management, supported by internal portfolio management and third-party asset managers.

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 36 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors from 2012 to 2022. Samson is a principal at BR Financial Associates Management Company, LLC, involved in managing entities related to XML Financial. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves nearly 2,900 clients with a range of services including discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investment opportunities.

Walter Priebe is a financial advisor at NFSG Corporation with 41 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Newbridge Securities Corp in 2014, he spent 25 years at Priebe Investment Plans, Inc. Outside of his advisory role, he is involved in entrepreneurial activities including managing Windcatcher LLC, which develops an automotive accessory, and he hosts a weekly live radio show covering various topics. He also serves as a football official for the Broward Football Officials Association. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary asset management, employs an internal portfolio manager for research and trading support, and utilizes third-party asset managers with various investment styles.

Kyle Jones is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 66 designation and 12 years of industry experience. He has worked at Euro Pacific Capital, Inc. since 2014 and briefly at Edward Jones in the same year. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment model combining internally managed strategies and sub-advisory relationships, offering a range of portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Susan Jones is a CFP® professional at Savvy with five years of industry experience. She previously worked at Plancorp, LLC for four years and BKD, LLP for eight years before joining Savvy in 2025. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using a primarily index-based, long-term approach while also offering active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

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.

Craig Petrassi is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His work history includes roles at Kestra Investment Services, LLC and TIAA. Petrassi 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, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets as of the end of 2025. The firm serves both individual and institutional clients, providing access to a wide range of investment products and platforms while overseeing advisor recommendations within an approved menu.

Eyal Galinsky is a financial advisor at Mutual Advisors, LLC with 36 years of industry experience. He holds the ChFC® designation and the Series 63 license. His prior roles include positions at American Portfolios Financial Services, SlateStone Wealth, LPL Financial, and Mass Mutual Investors Services. Outside of advisory work, he is an independent insurance agent. Mutual Advisors, LLC serves a broad client base ranging from individual investors to institutional clients, offering services including asset management, financial planning, and ERISA plan consulting. The firm combines active and passive investment strategies tailored to client objectives and manages approximately $9.45 billion across 154 advisors.

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® professional with 33 years of experience in financial advising. He is currently with Procyon Advisors, LLC and Purshe Kaplan Sterling Investments, Inc. Prior to this, he worked at American Portfolios Financial Services, Inc. and Innovative Planning Services. In addition to his advisory work, he consults on health and wellness marketing through Supreme Self Wellness. Procyon provides investment management, financial planning, retirement-plan advisory, and institutional consulting services to a diverse client base including individuals, high-net-worth families, trusts, businesses, and government entities. The firm manages approximately $9.2 billion in client assets and utilizes a combination of fundamental analysis, internal portfolio construction, and access to independent managers.

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.

Shelby Miller is a CFP® professional with six years of industry experience. He has been with Team Hewins, LLC since 2020 and previously worked at Dorman Financial Management from 2016 to 2020. 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 uses Modern Portfolio Theory to construct model portfolios, implements allocations through mutual funds, ETFs, independent managers, and private investment funds, and offers specialized retirement plan services including ERISA fiduciary roles.