Marissa Nehlsen is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Berthel Fisher since 2013. Outside of her advisory role, she is involved in leadership coaching, training, and public relations for nonprofit organizations, including serving as a certified specialist in values-based leadership and working with The Foundation Latin America. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of platforms and tailored strategies.

Dalila Toledo is a financial advisor at Alera Investment Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Triad Advisors, CitiGroup, and Zacks & Company. Toledo is also the Director of Compliance for Financial Services at Alera Group. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and institutions. The firm offers discretionary portfolio management and ERISA-focused plan services, employing a long-term investment approach with internal and external managers.

Shane Smith is a CFP® and ChFC® with 22 years of experience in the financial services industry. He is currently with Independence Square Holdings, LLC and has prior experience at Private Advisor Group, LLC and LPL Financial. Independence Square Holdings, LLC is a multi-team firm serving clients with investment advisory services through a team-based approach.

Erin Emnett is a financial advisor at EverSource Wealth Advisors, LLC with 13 years of industry experience. She holds a Series 66 designation and previously worked at J.W. Cole Financial, Rogan & Associates, Bank of America, and Merrill. Emnett was also a financial planner at Rogan & Associates, an independent RIA. EverSource Wealth Advisors serves a diverse client base including high-net-worth individuals, families, estates, trusts, charitable foundations, retirement plans, and institutional relationships. The firm offers wealth management, portfolio management, financial planning, consulting, and back-office support, operating multiple investment programs and providing tailored portfolio strategies and private market access.

Shaun Mathena is a financial advisor with AlphaStar Capital Management holding a Series 65 designation and has one year of industry experience. He has previously worked at Northwestern Mutual and American Mortgage Services, and currently serves as Vice President of Superior Mortgage Solutions, a mortgage company. Mathena is also an insurance agent with Fiduciary First Advisors. AlphaStar Capital Management manages approximately $1.84 billion for individuals, trusts, small businesses, and other clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm employs both model and custom strategies using quantitative analysis and tactical asset allocation, and acts as a subadviser and referral agent to other investment advisers.

Steven Nelson is a Series 65 licensed advisor with 16 years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2024 and previously spent over a decade at EJM Investments, LLC and its affiliated firms. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, endowments, and corporations, offering portfolio management, financial planning, and retirement services. The firm employs a long-term, diversified investment approach, utilizing fundamental analysis and various strategies such as direct indexing and tax-loss harvesting, and is notable for sponsoring affiliated pooled investment vehicles and serving private fund clients.

Anthony Javarone is a financial advisor at Concurrent Investment Advisors, LLC with 36 years of industry experience. He holds Series 63 and 65 licenses and has previously worked at International Assets Investment Management, LLC and International Assets Advisory, LLC. Since 2016, he has been the managing director and sole owner of the Javarone Group, LLC, Insight Private Wealth, and Insight Institutional Consulting, which provide financial guidance and portfolio management. Concurrent Investment Advisors, LLC is a multi-office advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets using a primarily long-term, portfolio-driven investment approach that incorporates ETFs, mutual funds, individual securities, and third-party managers to align with client goals and risk tolerance.

Stephen Bielke Jr. is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Waddell & Reed, and Wells Fargo Advisors. Outside of finance, he owns businesses involved in consulting services and the sales of boat docks and lifts. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and serves over 13,000 clients with a long-term, portfolio-driven investment approach that employs ETFs, mutual funds, and selected individual securities.

Jared Mcdaniel is a financial advisor at Cornerstone Wealth with 18 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Cornerstone Wealth, he worked at Mutual Securities, Inc. and CNR Securities, LLC. Cornerstone Wealth Group is an SEC-registered multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and corporate clients, offering portfolio management, financial planning, and retirement plan consulting with an investment approach focused on model portfolios utilizing ETFs, mutual funds, equities, and fixed income.

Ashley Setter is a financial advisor at Northern Trust Securities, Inc. with three years of industry experience. She holds a Series 66 credential and has worked previously at firms including JPMorgan Securities LLC and Midland Trust Company. Outside of her advisory role, she operates an independent pet sitting business. Northern Trust Securities, Inc. is a wholly owned subsidiary of Northern Trust Corporation that provides discretionary portfolio management primarily for high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven investment programs using a combination of proprietary and third-party products through the Fidelity Managed Account Xchange platform.

Giulliano Guimaray is a financial advisor at KCD Financial, Inc. with six years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Trinity Wealth Securities LLC, IFS Securities Inc., Florida Financial Advisors, and The Floridian. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers asset management, financial planning, and portfolio appraisal services, utilizing both proprietary and third-party management programs tailored to clients’ goals and risk tolerances.

Nicholas Klein is a financial advisor at Concurrent Investment Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, Inc. and Raymond James Financial Services in various capacities. Outside of his advisory role, he is a co-founder of Knapp Klein Holdings, a rental property management partnership. Concurrent Investment Advisors provides wealth management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm serves over 10,000 clients with roughly 161 advisors and manages approximately $9.9 billion in client assets through customized portfolios and a long-term investment approach.

Jose Montalvo Jr. is a financial advisor at Global View Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Netlaw, School Loan 411 LLC, and Transamerica Financial Advisors, Inc., among others. Outside of advisory roles, he is involved in marketing and sales of insurance and advisory services through affiliated entities. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a model-driven approach based on technical and quantitative methods, supported by proprietary research, to manage client portfolios according to risk profiles and investment objectives.

Michael Gilbert is a financial advisor at Simplicity Wealth with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing and Morgan Stanley. He is also a registered insurance agent involved in insurance sales. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, offering a range of advisory services from financial planning to managed account platforms. The firm employs a fund-of-funds strategy using ETFs, mutual funds, and individual securities, with a focus on model portfolio construction, ongoing monitoring, and due diligence of third-party managers.

Gabriel Gaston is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked at Calton & Associates since 2024 and previously spent seven years at Mutual Trust Company of America Securities and three years at Freedom Investors Corp. He also founded Gaston Financial Group, which he continues to be associated with. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a range of program structures, including firm-managed wrap programs and separate account platforms, tailoring investment recommendations to client goals, risk tolerance, and liquidity needs.

Vanessa Quintal is a CFP® with 12 years of industry experience currently affiliated with Concurrent Investment Advisors, LLC. Her prior experience includes roles at Purshe Kaplan Sterling Investments and Raymond James Financial Services. Outside of her advisory work, she serves as a bookkeeper for a private psychotherapy practice owned by her husband. Concurrent Investment Advisors provides wealth management, financial planning, and retirement plan advisory services to a broad client base, including individuals, families, trusts, and businesses. The firm manages approximately $9.9 billion in client assets and employs a long-term investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments.

James Petkoson is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Calton & Associates since 2010. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both commissionable brokerage and insurance products alongside advisory services and employs multiple program structures tailored to client goals and risk tolerance.

Matthew Versage is a CFP® professional with six years of experience in the financial industry. He is currently with United Capital Financial Advisors and previously worked at JPMorgan Securities and JPMorgan Chase Bank. In addition to his financial career, he has served in the U.S. Air Force for over 15 years. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual, high-net-worth, retirement plan, and institutional clients. The firm emphasizes client-specific financial plans and offers a range of customizable investment options, supported by a broad affiliate network and a technology platform that assists other independent advisors.

Steven Prawl is a financial advisor at G. A. Repple & Company with seven years of industry experience. He holds a Series 66 designation and has worked at Mangrove Financial since 2014. Outside of his advisory role, he owns Pinion Insurance Solutions, LLC, which sells health, life, and annuity insurance products. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a variety of analytical approaches to develop individualized portfolios and offers both discretionary and non-discretionary management, along with model strategies including ETF-focused and Biblically-Responsible Investing programs.

Christopher Davidson is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is affiliated with LPL Financial and has previously worked at Ameriprise Financial Services, Inc., Flaharty Asset Management, LLC, and currently leads IHT Wealth Management LLC. Davidson also manages several business entities for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.