Eric Reinhold is a CFP® with 29 years of industry experience, currently serving at EverSource Wealth Advisors, LLC since 2023. His prior roles include positions at Ameriprise Financial Services, Inc., Commonwealth Financial Network, and Osaic FA, Inc. Outside of his advisory work, Reinhold serves on the Board of Directors for Character 4 Kids, Inc. and is an author of fiction and non-fiction books. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates and trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory services, and a range of platforms including private markets and values-based strategies, supporting both individual clients and independent advisory firms nationwide.

Paul Balog is a financial advisor at Chelsea Advisory Services, Inc. with 42 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked at Chelsea Financial Services since 2018, following a prior role at Foresters Equity Services, Inc. Balog is also licensed to sell insurance products, working part-time as an insurance agent specializing in fixed annuities. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate entities. The firm follows a fundamental, long-term investment approach and generally manages diversified portfolios on a discretionary basis, with an integrated custody and execution platform linked to an affiliated broker-dealer.

Adam Thielen III is a financial advisor at Virtue Capital Management, LLC with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Virtue Capital in 2020, he worked at LPL Financial and Invest Financial Corporation, and he has operated his own insurance agency since 2000. Virtue Capital Management, LLC is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a multi-team model and uses tactical, strategic, and dynamic investment approaches, combining portfolio management, financial planning, and consulting services.

Joshua Hanby is a financial advisor with Calton & Associates, Inc. in Lady Lake, FL. He holds Series 63 and Series 66 licenses and has 25 years of industry experience, all with Calton & Associates since 2001. In addition to his advisory role, Hanby is an insurance agent providing clients with information on various insurance products. Calton & Associates serves individuals, retirement plans, trusts, estates, and business entities through fee-based portfolio management and financial planning. The firm combines RIA, broker-dealer, and insurance registrations to offer a range of investment and insurance products, managing client assets via proprietary programs and third-party managers with formal due diligence.

Kyler Reinhold is a financial advisor with Eversource Wealth Advisors, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Eversource Wealth Advisors, he served in the U.S. Navy. Eversource Wealth Advisors serves individual and institutional clients, including families, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, and investment advisory services through a national network of advisors utilizing various investment platforms and a private markets program.

Frankie Brin is a ChFC® credentialed financial advisor with 31 years of industry experience. He is currently with Vanderbilt Advisory Services and Vanderbilt Securities, LLC, having joined both firms in 2023. Prior to that, he worked for eight years at International Assets Advisory. Outside of his advisory role, Brin owns Brin Financial and serves as an appointed agent for fixed insurance products through multiple agencies. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts and estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combining fundamental, technical, and charting analysis, and is noted for its integration with retirement-plan and benefits firms, offering an integrated advisory, brokerage, and plan-administration structure.

Heather Franklin is a Series 65-licensed financial advisor with Sequent Planning, LLC, bringing four years of industry experience. She has worked at Sequent Planning since 2022 and previously was affiliated with American Retirement Specialist, LLC. Outside of advisory services, she also works as an insurance agent offering insurance products to clients. Sequent Planning, LLC, operating as Futurity First Wealth Management, is an SEC-registered adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm employs a structured risk framework and delivers services through a network of independent advisers using a mix of firm-developed models, third-party managers, and customized allocations.

Jeffrey Renaker is a financial advisor at Gradient Advisors, LLC with one year of experience. He holds the ChFC® designation and Series 63 license. Prior to joining Gradient Advisors in 2025, he worked at ASB Financial since 2020 and American Senior Benefits from 2016 to 2020. Gradient Advisors, LLC provides 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, focusing on a largely non-discretionary model that incorporates client approval of transactions and utilizes risk analysis and multiple methods of portfolio management.

Kevin Forbush is a financial advisor at Larson Financial Group, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lion Street Financial, Cantella & Co., IHT Wealth Management LLC, and Lion Street Advisors. Outside of finance, he is the managing principal and sole owner of Forbush Legal, PLLC, a law practice he has operated since 1996. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs, employing strategic and tactical approaches alongside AI-assisted tools, and offers a range of affiliated services including broker-dealer, commercial real estate, and private equity activities.

Stephen Schneider is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Alphastar Capital Management and holds leadership roles outside of his advisory work as CEO of Securenet Financial, LLC, which focuses on life insurance and annuity sales, and as owner of Securenet Tax, LLC, a tax preparation and planning service. Alphastar Capital Management serves a diverse client base including individuals, high-net-worth clients, businesses, and retirement plans. The firm delivers discretionary investment management, financial planning, and subadvisory services using a combination of firm-designed model portfolios and advisor-directed strategies across a broad range of asset types.

Jeffery Masters is a financial advisor at Gateway Wealth Partners, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Independent Advisor Alliance, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he is involved with Farmhouse Press, LLC, a land ownership business in Sumterville, Florida. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm provides financial planning, consulting, and wealth management services, typically using diversified mutual funds and ETFs supplemented by individual securities and independent managers, employing both fundamental and technical analysis.

John Ressler is a financial advisor at Simplicity Wealth with 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including LPL Financial, Sagepoint Financial Inc, and his own Ressler Insurance & Financial Services. Ressler also serves as president of Strategic Wealth Planning Group, where he sells life insurance and fixed annuities. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering customizable portfolio management and a third-party manager due diligence process alongside technology and operational services for advisers.

Brian Godfrey is a financial advisor at Gradient Advisors, LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Sequent Planning, LLC and Rooted Financial Services, LLC. He also offers insurance products through Rooted Financial, LLC. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm operates primarily through third-party money managers and investment advisor representatives, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Bennett Berman is a financial advisor at The Pinnacle Financial Group with 53 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including UBS Financial Services and LPL Financial. Berman is also involved with BHB Investment Management, LLC, a non-investment-related business. The Pinnacle Financial Group offers discretionary portfolio management, financial planning, and pension consulting services to a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm employs both fundamental analysis and a mix of long- and short-term trading strategies, generally managing accounts on a discretionary basis with regular portfolio monitoring.

Daniel Antonov is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Gradient Advisors since 2018. In addition to his advisory role, Antonov owns a financial and retirement planning business under the DBA Global Cornerstone and has over twenty years of experience as an independent insurance agent. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that uses multiple analytical approaches to guide portfolio management.

Liam Barningham is a financial advisor with Empower Advisory Group holding a Series 66 designation and zero years of industry experience. His prior work includes roles at Empower Financial Services, LPL Financial, United Southern Bank, and various positions outside the financial sector. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail IRA and brokerage account holders. The firm uses an integrated model aligned with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Charles Edwards is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is based in Wildwood, Florida. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement and investment management consulting, brokerage services, insurance products, and M&A advisory services.

Andrew Patrick is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with OSAIC Institutions, Inc. (formerly INFINEX Investments, Inc.) for 19 years and previously worked at Citizens First Bank and Amsouth Investment Management Company LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with a distinctive focus on both discretionary and non-discretionary asset management.

Wayne Barber Jr. is a financial advisor at Creative Planning with 21 years of industry experience. He holds a Series 66 designation and has worked at Creative Planning since 2017, following four years at Water Oak Advisors LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Christopher Ponds is a CFP® professional with 25 years of experience in the financial services industry. He has worked with Truist Advisory Services since 2016 and Truist Investment Services since 2010. Outside of his advisory role, he serves as secretary and treasurer for Timberwood Properties, a construction and cabinet installation business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches and leverages third-party platforms and manager arrangements to support its investment programs.