Steven Fromm is a financial advisor at Oakwood Capital, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Raymond James, DB USA Core Corp, and LPL Enterprise. Since 2026, he has been with Oakwood Capital Securities, Inc. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting services to individuals, trusts, estates, and small business retirement plans. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party managers and model portfolios, conducting at least annual reviews and reporting for client accounts.

Janak Desai is a financial advisor with DMK Advisor Group, Inc. in St. Augustine, FL, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at Compass Financial Management LLC and Royal Alliance. Outside of advisory work, he is involved with the Indous Chamber of Commerce as a membership director. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm offers discretionary and non-discretionary management using mutual funds and ETFs, combining technical and fundamental analysis, and operates as both a registered broker-dealer and investment adviser sponsoring wrap accounts.

Donald Simmons is a CFP® with 34 years of industry experience, currently serving at Steward Advisors Group, LLC since 2022. He previously worked at Purshe Kaplan Sterling Investments and has operated Simmons Capital Group since 1995. Outside of financial advising, he is involved with Legacy Environmental Solutions and Legacy Renewable Resources, holding board positions in these renewable energy-related companies. Steward Advisors Group is a registered investment adviser managing approximately $105 million in discretionary assets for about 100 clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management and financial planning, incorporating clients’ faith-based and moral values into investment decisions while utilizing fundamental analysis and asset allocation techniques.

David Wray is a CFA® charterholder with six years of industry experience. He is currently with Catalyst Financial Partners, where he has worked since 2022. His prior experience includes roles at KLR Wealth Management, LLC and BNY Mellon Private Wealth Management. Catalyst Financial Partners serves high-net-worth individuals, family offices, businesses, and other entities with discretionary and non-discretionary investment supervisory and wealth management services. The firm manages just over $1 billion in assets and utilizes diversified portfolio strategies tailored to client objectives, combining various investment vehicles and maintaining both discretionary and non-discretionary management options.

Adam Drake is a CFA® charterholder with 19 years of experience in the financial industry. He has been with Highland Investment Advisors LLC since 2009. The firm provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. Highland Investment Advisors employs a “GRIP” investment framework focused on growth, risk reduction, and inflation protection, utilizing model portfolios informed by academic research and incorporating strategies such as direct indexing and option-based hedging.

Jesse Dusablon is a financial advisor at MBM Wealth Consultants, LLC with 12 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining MBM Wealth Consultants in 2026, he worked at TIAA-CREF and TIAA from 2017 to 2026 and Axa Advisors, LLC from 2014 to 2017. MBM Wealth Consultants provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages client assets through tailored model portfolios using a combination of individual securities, ETFs, options, and occasional use of mutual funds and independent managers.

Anastasiya Kolodiy is a financial advisor at Highland Investment Advisors LLC with one year of industry experience. She holds a Series 65 designation and has prior experience at Clark Capital Management, Pershing LLC, Archer IMS, and Comcast. Highland Investment Advisors provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, estates, and non-profit organizations. The firm employs a “GRIP” framework focused on growth, risk reduction, and inflation protection, utilizing model portfolios based on academic research and Modern Portfolio Theory.

Brian Von Hein Jr. is a financial advisor at Element Wealth, LLC in St. Augustine, FL, holding a Series 65 designation with seven years of industry experience. Prior to joining Element Wealth in 2026, he worked for Keyes Stange and Wooten Wealth Management, LLC, and is involved in a family business, Take Home Charlys, where he contributes around 15 hours weekly. Element Wealth provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses a combination of mutual funds, ETFs, and individual securities in portfolio construction, employing an intermediate-term relative strength approach and technical analysis.

Paula Deitering is a financial advisor at Prairie Wealth Advisors, Inc. in St. Augustine, FL, with 25 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Prairie Wealth Advisors since 2014. Outside of her advisory role, she serves on the board of the Bellevue Senior Center Endowment Fund, where she participates in fund management and event volunteering. Prairie Wealth Advisors serves individual clients, including high-net-worth households, as well as pension plan sponsors, trusts, and charitable organizations. The firm provides comprehensive portfolio management, financial planning, and consulting, using a tailored investment approach that includes ETFs, mutual funds, equities, bonds, options, and third-party managers, with regular account reviews and a flexible trading strategy.

Beverly Whitman is a CFP® and CPA with 11 years of industry experience. She has been with Highland Investment Advisors LLC since 2020 and previously worked at HD Vest in various capacities from 2014 to 2020. In addition to her advisory role, she operates a sole proprietorship focused on income tax preparation and planning. Highland Investment Advisors provides investment management and financial planning services to individuals, trusts, estates, and non-profits, using a model portfolio approach based on academic research and Modern Portfolio Theory. The firm emphasizes growth, risk reduction, and inflation protection, and offers unique features such as access to Dimensional Fund Advisors funds, direct indexing, and a subscription-based financial planning option.

Donald Vandenbord is a Series 65-licensed advisor with 11 years of industry experience, currently serving at Revere Asset Management, Inc. since 2016. He is also the owner of Grotection, Inc., where he manages his own portfolio and finances. Revere Asset provides discretionary investment management and advisory services to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a trend-following, rules-based investment approach that combines technical, fundamental, and cyclical analysis, emphasizing systematic risk control and transparency.

James Minich is a financial advisor at MinichMacGregor Wealth Management, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MinichMacGregor since 2009. Minich previously worked at Purshe Kaplan Sterling Investments from 2009 to 2022. MinichMacGregor Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and other entities, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of analytical approaches and proprietary strategies, offering participant education and enrollment assistance as part of its retirement-plan services.

Matthew Mccloghry is a financial advisor at Headland Capital with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Colonial Church, and Weeden & Co. LP. Outside of his advisory role, he is involved with Rose Bay Capital LLC and maintains employment with Colonial Church. Headland Capital is a registered investment adviser with a team of ten advisors serving individuals, including high-net-worth clients, and various entities such as family offices, trusts, and private foundations. The firm offers personalized financial planning, portfolio management, and retirement plan advisory services, employing a client-driven investment process focused on fundamental analysis and a predominately long-term orientation.

Mark Whitman is a CFP® professional at Highland Investment Advisors LLC with one year of industry experience. He has previously worked at Sony Electronics for 15 years and concurrently operates Beverly Whitman CPA, where he serves as an enrolled agent. Highland Investment Advisors offers discretionary and non-discretionary investment management and financial planning to individuals, trusts, estates, and non-profit organizations. The firm employs a “GRIP” investment framework focused on growth, risk reduction, and inflation protection, utilizing model portfolios based on academic research and Modern Portfolio Theory.

Alexander Barned is a financial advisor with Absolute Capital Management, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked previously at Northern Lights Distributors, Hanlon Investment Management, and Cetera Advisor Networks. Outside of his advisory role, he owns a college admissions consulting business. Absolute Capital Management provides investment management and account supervisory services primarily to individual investors and retirement plan participants. The firm manages several mutual funds and employs model-driven programs that allocate among mutual funds, ETFs, bonds, and defensive positions tailored to various risk profiles.

Brian Gilroy is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Confidence Wealth Management, Inc. and has previously worked at firms including Morgan Stanley, Financial Engines Advisors, and Fidelity Brokerage Services. His credentials include Series 63, 65, and 66 licenses. Confidence Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities with approximately $344 million in discretionary assets under management. The firm employs a generally long-term, buy-and-hold investment approach, utilizing ETF/ETP-based strategies for diversification and downside protection, and offers a range of portfolio management and financial planning services.

Cary Cowan Sr. is a CFP® and ChFC® with 52 years of experience in the financial services industry. He is currently affiliated with ARCH Global Advisors, LLC and has held roles at LPL Financial, Cadaret Grant & Co., Inc., and Next Financial Group Inc. Outside of his advisory work, he is an author and business owner of Lifetime Financial Strategies, LLC. ARCH Global Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using ETFs, individual equities, and mutual funds, and offers ERISA 3(38) fiduciary services for plan sponsors.

Christopher Patterson is a financial advisor at Lifeworks Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Innovative Wealth Strategies, St. Johns Wealth Advisors, and The Patterson CPA Group. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management and financial planning services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based “tranche” investment approach combined with factor-based and smart-beta strategies.

Douglas Smith is a financial advisor at McAdam LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Tiaa, and TD Ameritrade. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm employs a discretionary portfolio management approach that includes mutual funds, ETFs, individual securities, and alternative investments such as private funds and cryptocurrency exposure.

Ronald Odom is a financial advisor with Archer Investment Corporation, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has worked at Archer Investment Corporation since 2015 and previously at Accupro Accounting, PLLC for 12 years. He also engages in limited tax preparation activities. Archer Investment Corporation provides investment management services primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm operates a multi-branch, independent-contractor model and manages roughly $1.01 billion in discretionary assets.