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 65 and Series 63 licenses and bringing 25 years of industry experience. He has worked at Kestra entities since 2021 and previously spent five years at TIAA. Petrassi is the founder and portfolio manager of Evoke Wealth Management, an insurance-focused business. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm provides access to a wide range of investment products and platforms, supporting both discretionary and non-discretionary arrangements.

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 industry experience, currently serving with Procyon. His prior roles include positions at Purshe Kaplan Sterling Investments, American Portfolios Financial Services, and Innovative Planning Services. Outside of his advisory work, Limmer consults on health and wellness services through Supreme Self Wellness. Procyon serves a diverse client base that includes individual and high-net-worth households, families, trusts, businesses, institutional investors, and retirement plans. The firm offers comprehensive investment management and advisory services, employing a primarily long-term, fundamental-analysis approach, with a notable emphasis on non-discretionary asset management and the use of AI tools alongside human oversight.

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.

Jean Coulanges is a financial advisor with A.G.P. / Alliance Global Partners in Boca Raton, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors and American Express. Outside of his advisory work, he owns and operates rental real estate properties. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.95 billion across over 7,000 clients. The firm employs an open-architecture investment approach combining internally managed strategies with sub-advisory relationships and offers services including portfolio management, financial planning, and retirement-plan advisory.

Michele Miranda is a financial advisor with Gradient Advisors, LLC in Wellington, FL, holding a Series 65 credential and four years of industry experience. She has held roles at multiple firms, including Guardian Financial Partners and Tax & Financial Group. Outside of her advisory work, she is president and owner of Pre-Planning Solutions, Inc., where she provides educational seminars and marketing materials focused on funeral cremation and estate planning. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model supported by risk analysis and market research methodologies.

Ralph Tumolo is a financial advisor with Capital Analysts in Wellington, FL, holding 44 years of industry experience. He previously worked at Lincoln Investment, Legend Equities Corporation, and Osaic FA, Inc. Since 1992, he has also served as President of Teacher's Financial Services, focusing on insurance sales and consulting. Capital Analysts serves retail and institutional clients, including individual and high-net-worth investors, trusts, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors and firm-managed programs. The firm uses a proprietary mutual-fund screening process and provides both discretionary and non-discretionary investment management.

Hoyt Drynan is a financial advisor at Team Hewins, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at TCI Wealth Advisors, Vanguard, and Bourgeon Capital Management, among other roles. During his time at the University of Arizona, he was involved with Take Charge Cats, a student organization focused on financial literacy. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients as well as business entities, trusts, charitable organizations, and employee benefit plans. The firm emphasizes a structured investment process led by an Investment Committee, utilizing model portfolios and a range of investment vehicles, while also offering specialized retirement plan services including ERISA fiduciary management.

Massimo Santicchia is a financial advisor with Procyon, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Cypress Capital Group, Alpha Quant Advisors, and Crest Investment Partners, among others. In addition to his advisory role, he is involved with Alpha Quant Models LLC, an entity that designs and licenses quantitative investment strategies. Procyon serves a diverse client base including individuals, high-net-worth households, trusts, businesses, institutional investors, and retirement plans. The firm offers tailored investment management and advisory services, primarily using a long-term, fundamental analysis approach across discretionary and non-discretionary mandates.

Saralynn Golob is a financial advisor with Chelsea Advisory Services, Inc. in Lake Worth, FL, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She previously worked at Park Avenue Securities and Guardian Life and has operated The Tax Coach, LLC, a tax preparation service for individuals and corporate entities, since 2004. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, including high-net-worth clients, trusts, and some corporate entities. The firm follows a fundamental, long-term investment approach and generally manages diversified portfolios on a discretionary basis.

Richard Miller is a financial advisor with NFSG Corporation, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Newbridge Securities Corporation since 2007. Outside of advising, Miller is involved in real estate sales and operates a sole proprietorship as an insurance agent specializing in fixed and indexed annuities and life insurance. 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, financial planning, and customized portfolio construction using a variety of investment strategies and third-party managers.

Sharon Bautz is a financial advisor at Merit Financial Advisors with 23 years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial, Stratos Wealth Partners, and PKS Investments. Bautz also provides insurance advice based on clients’ needs. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed portfolios alongside customizable models.

Gregory Mcleod is a financial advisor with NFSG Corporation in Boca Raton, FL, holding Series 63 and Series 66 designations and 29 years of industry experience. He has worked at NewBridge Securities Corporation and NFSG Corporation since 2002. NFSG Corporation is an SEC-registered investment adviser providing discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis, employing long- and short-term strategies and frequently utilizing third-party asset managers.

Daniel Vernon is a financial advisor with Merit Financial Advisors in Boca Raton, FL, holding a Series 66 designation and 25 years of industry experience. Prior to joining Merit Financial Group in 2021, he worked at Stone Creek Capital Management and Biltmore Capital Advisors, LLC. Outside of his advisory role, he manages Vernon Enterprises and Salus Aviation, both non-investment-related business activities. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm focuses on long-term, diversified portfolios utilizing centrally managed sleeves and model allocations, offering both discretionary and non-discretionary services supported by fundamental analysis and an internal Investment Management team.

Blaine Minton is a financial advisor with New Edge Wealth, holding a Series 66 designation and 26 years of industry experience. Prior to joining New Edge Wealth in 2024, he worked at Bank of America and Merrill from 2016 to 2024. Outside of his advisory role, he is a partner and investor in Bounce, a sports bar located in Delray Beach, FL. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and institutional clients. The firm offers a broad range of advisory services, focusing on asset allocation and investor behavior, and integrates third-party model platforms alongside proprietary investment solutions.

Sean Burke is a financial advisor at Pine Valley Investments with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including AE Wealth Management, Kirsner Wealth Management, and Fidelity. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting services to individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm employs a range of investment strategies and serves both directly managed accounts and referred clients through Tri-Party Agreements.

Vera Jefremovas is a financial advisor at Asset Allocation Strategies, LLC with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at GLP Investment Services, LLC and Asset Allocation Strategies since 2025. Outside of her advisory role, she is an independent contractor insurance agent specializing in fixed and indexed annuity sales and also works as a language interpreter for Portuguese-English and Spanish-English pairs. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs advanced strategic asset allocation models and incorporates portfolio financing strategies tailored to clients’ liquidity and risk profiles.