Harold Schwartz is a financial advisor at DMK Advisor Group, Inc. with 45 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Stephen A. Kohn & Associates, New Century Financial Group, Royal Alliance, and Del Mar Group, where he has served as president since 1993. Outside of his advisory work, Schwartz is a managing member and 50% owner of Coquina Key Publishing, LLC. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm offers both discretionary and non-discretionary account management using mutual funds and ETFs, supported by a combination of technical and fundamental analysis.

Allan Leffler is a financial advisor with ELE Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining ELE Advisory Services, he worked at Financial Wealth Solutions, Appreciation Financial, and Family First Teambuilders LLC. In addition to his advisory role, he is a sales representative for Financial Wealth Solutions, focusing on insurance sales and service. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm offers portfolio management, financial planning, third-party adviser selection, and retirement planning seminars, using fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and monitoring.

Ethan Jacovides is a financial advisor with DiPaolo Financial Group, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he gained experience in various positions including at The Forest Country Club and Florida Gulf Coast University. DiPaolo Financial Group provides advisory services to individual and high-net-worth clients, focusing on discretionary portfolio management, financial planning, and estate-planning coordination. The firm emphasizes the use of exchange-traded funds along with other investment vehicles and offers additional services such as tax consulting and public informational workshops.

Jorge Perez is a financial advisor with DMK Advisor Group, Inc. in Lutz, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Royal Alliance and American National Insurance Co., where he has worked for over three decades. He is also president of Soper, Perez and Associates Inc., a general line agency focused on property and casualty insurance. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm serves individuals, small businesses, trusts, and retirement plans, employing a mix of technical and fundamental analysis with portfolio management strategies tailored to discretionary and non-discretionary accounts.

Jeffrey Perry is a financial advisor at PFG Private Wealth Management, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked previously at Mutual Securities, Inc. and Perry Financial Group. In addition to his advisory role, he operates as an independent insurance agent. PFG Private Wealth Management serves individuals, corporations, and employee benefit plans with investment management, financial planning, and pension consulting. The firm employs a mix of fundamental, technical, and quantitative analysis combined with modern portfolio theory to manage approximately $288 million in discretionary assets.

Nicholas Mcdevitt is a financial advisor with PFG Private Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at PFG since 2016 and briefly at Mutual Securities, Inc. He is also an independent insurance agent. PFG Private Wealth Management serves individuals, corporations, and employee benefit plans by providing investment management, financial planning, and pension consulting. The firm employs a combination of fundamental, technical, and quantitative analysis to manage portfolios, typically recommending mutual funds and ETFs alongside other asset classes.

Seth Chadwick is a financial advisor at Compass Capital Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, inc. Compass Capital Corporation provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation and portfolio optimization using software-driven screening and efficient-frontier techniques, managing portfolios with ETFs, mutual funds, equities, fixed income, and cash equivalents.

Aiden Brown is a financial advisor with Capital Analysts holding a Series 66 credential and two years of industry experience. His prior roles include positions at Lincoln Investment, Equitable Advisors, and Core Bridge. Outside of advising, he is involved in insurance sales through FEI & GAC Wealth Management and owns Futris Financial LLC, a flow-through entity for tax purposes. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management through various customized programs. The firm’s investment decisions are guided by an in-house research team utilizing proprietary screening processes and it maintains affiliations with Lincoln Investment and Pershing/BNY, while supporting advisors with outside business activities.

James Bremis is a CFP® professional with 14 years of experience in the financial services industry. He currently serves as an advisor at RMR Wealth Builders, Inc. and previously worked at Sentinel Benefits & Financial Group and OppenheimerFunds. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, digital-asset management, and both wrap and non-wrap advisory programs.

Taylor Mc Cullough is a CFP® with four years of industry experience, currently serving as a financial advisor at OnePoint BFG Wealth Partners. Prior to joining OnePoint BFG, Taylor worked at Northwestern Mutual Wealth Management Company and held various roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of financial advising, Taylor has experience working at Lilly Pulitzer. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of portfolio management strategies using third-party managers, proprietary models, and technology-enhanced processes.

Alex Santillan is a financial advisor with Inspire Advisors, LLC and holds Series 63 and Series 66 licenses. He has 10 years of experience working in the financial services industry, with prior roles at LPL Financial, Suncoast Credit Union, and Navy Federal Financial Group among others. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and primarily serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a variety of analytical methods to construct portfolios, often utilizing sub-advisors and proprietary ETFs.

Dominick Ciocia is a financial advisor at B. Riley Wealth Advisors, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at National Securities Corporation for nine years. In addition to his advisory role, he is involved in tax preparation through B. Riley Wealth Tax. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, and retirement solutions.

Brendan Mcelroy is a financial advisor at Symmetry Partners with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Symmetry Partners, he worked at Morgan Stanley and Fidelity Investments, and earlier held a position at Twin River Casino. Symmetry Partners provides investment management services to individuals, retirement plans, pension and institutional clients, and advises registered investment companies including mutual funds and an ETF. The firm employs a quantitative, research-driven investment approach using Modern Portfolio Theory and factor-based methods across various asset types.

Perry Nafziger is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and bringing 25 years of industry experience. His career includes tenures at LPL Financial and Independent Financial Partners before joining IHT Wealth Management in 2018. In addition to his advisory role, he provides tax preparation and accounting services through Perry FG Tax and sells insurance products via Equity Wealth Management. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporations. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios and offers discretionary asset management, financial planning, and ERISA consulting through a network of over 150 advisors.

John Sullivan IV is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 25 years of industry experience. He has worked with IHT Wealth Management since 2018 and previously with Independent Financial Partners and LPL Financial. Sullivan also sells non-variable insurance through various carriers. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and offers discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Michael Audi is a financial advisor at IAMS Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at IAMS Wealth Management since 2019. Additionally, he serves as president of MLA Finance, where he focuses on annuities, life insurance, and retirement planning. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using a diversified asset-allocation approach and manages over $343 million in discretionary assets.

Francesca Streb is a CFP® with 13 years of industry experience, currently advising at Facet since 2026. Her prior experience includes roles at Tapfin/EY, Fidelity Investments, USAA Financial Planning Services, and Beachwood. Outside of her advisory work, she has worked as a restaurant server on weekends. Facet serves individual clients across a range of wealth levels through tiered, subscription-based financial planning and implementation services. The firm delivers holistic advice using a Total Financial Life Resources framework combined with discretionary asset allocation primarily in ETFs, and operates with fixed subscription fees rather than percentage-of-AUM charges.

Andy Jaikaran is a financial advisor at Gradient Advisors, LLC with a Series 65 credential and two years of industry experience. Prior to joining Gradient Advisors in 2024, he held roles in real estate and mortgage sales, including positions at Florida Homes Realty and Mortgage since 2020 and Money Tree Consulting from 2019 to 2024. He is also involved in investment advisory and insurance services through his ownership of Jaikaran Wealth Management and Jaikaran Financial Group. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and businesses. The firm operates a primarily non-discretionary model, working with third-party money managers and Investment Advisor Representatives to offer advice and implementation support, managing approximately $1.39 billion in total platform assets.

Jordan Holding is a CFA® charterholder with five years of industry experience. He is affiliated with M Holdings Securities, Inc. and has previously worked with Lion Street Advisors, Mezrah Consulting, Morgan Stanley, and Deen King, M.D. P.A. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm provides a broad mix of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, supported by platform providers and custodial arrangements.

Tyler Tury is a financial advisor at Gradient Securities, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Gradient Securities since 2012, with prior experience at Common Cents Wealth Advisors and Common Cents Tax and Financial Services. Outside of advising, he serves as a church deacon and is involved in tax preparation through Allegiant Tax Services. Gradient Securities, LLC provides financial planning, consulting, and non-discretionary asset management services to individuals, retirement plans, trusts, and business entities. The firm emphasizes a non-discretionary model and integrates fundamental, technical, and cyclical analysis while often utilizing third-party managers.