Thomas Casey is a CFP® with 26 years of industry experience, currently serving at Belpointe Asset Management LLC since 2018. Prior to this, he was a dean at Casey Financial Management, LLC from 2014 to 2018. Outside of advisory work, Casey serves as president of the board of a local charitable foundation, Red Sox Nation-Villages Charitable Fund, and works part-time as a starter and ambassador at local golf courses. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to a diverse client base, utilizing customized portfolios and sometimes integrating proprietary and affiliate-advised funds.

William Foley Jr. is a Series 65 licensed financial advisor with Royal Fund Management, LLC, bringing 10 years of industry experience. He has worked at Royal Fund Management since 2015 and previously at Integrated Trust Systems from 2017 to 2022. Outside of his advisory role, he assists consumers as an independent insurance agent and licensed public adjuster, focusing on the insurance property claims settlement process. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, pension consulting, and participant account management. The firm develops customized Investment Policy Statements and employs a range of strategies, including long-term investing and options writing, with regular portfolio monitoring aligned to risk tolerances.

Lisa Spurlock is a financial advisor with AlphaStar Capital Management in Wildwood, FL, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at several firms, including AE Wealth Management and Blueprint Wealth Management. Additionally, she serves as Vice President of Advisory Support at Securenet Financial, where she is involved in life insurance and annuity sales. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including high-net-worth individuals, trusts, estates, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and subadvisory services using both model and custom strategies based on strategic asset allocation and quantitative analysis.

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.

Lincoln Mcrae IV is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He also operates McRae Financial, an independent insurance agency, and works as a sports official in multiple sports at various levels. Additionally, he provides transportation and rideshare services outside of his advisory role. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by offering portfolio management, financial planning, and pension consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor investment strategies and provides services including third-party manager recommendations and options-writing overlays.

Edgar Hawkins III is a financial advisor with Kovack Advisors, Inc. located in The Villages, FL. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining Kovack Advisors in 2017, he worked at SII Investments, Inc. and several other firms. He also engages in licensed insurance activities, including developing proposals for life, long-term care, and disability insurance. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, utilizing a combination of internally created models and third-party managers to manage portfolios across multiple custodians.

Michael Mehltretter is a financial advisor at Capital Analysts with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Lincoln Investment since 2017, following previous roles at Legend Advisory Corporation and Legend Equities Corporation. In addition to his advisory career, Mehltretter serves with the Buffalo Fire Department, a position he has held since 1991. Capital Analysts serves both retail and institutional clients, providing portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm offers discretionary and non-discretionary investment management, utilizing a proprietary mutual fund screening process and maintains institutional relationships to support its product offerings.

Jonathan Jung is a financial advisor with Royal Fund Management, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at IAMS Wealth Management, LLC and NBC Securities, Inc. He is also an independent licensed insurance agent specializing in annuities and life insurance. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses a range of investment strategies, including fundamental and technical analysis, and offers unique services such as access to select non-traded REITs and options-writing overlays.

Joshua Hanby is a financial advisor with Calton & Associates, Inc. in Lady Lake, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Calton & Associates since 2001 and also operates an insurance agency, providing clients with information on various insurance products. Calton & Associates serves individual investors, retirement plans, trusts, and estates by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides a range of investment programs and uses multiple analytic approaches tailored to client needs, combining advisory and commission-based products through its dual registration as both a registered investment adviser and broker-dealer.

Ellen Daly is a financial advisor at Royal Fund Management, LLC with a Series 65 credential and one year of industry experience. Prior to her current role, she was involved with companies including Estate Guru and New Life Financial Alliance, and she has a background in the hospitality industry with over two decades at Spoto's Oyster Bar. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies tailored to client risk tolerances and operates at an enterprise scale with 83 advisors and approximately $1.55 billion in assets under management.

Richard Easterbrook is a CFP® with 14 years of industry experience, currently serving as an advisor at Royal Fund Management, LLC. He has been associated with Royal Fund Management since 2013 and also holds a leadership role as president and independent insurance agent at Plan America Financial Services, Inc., a position he has held since 1993. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, pension consulting, and participant account management. The firm develops customized Investment Policy Statements and employs fundamental, technical, and cyclical analysis to implement various investment strategies, including options writing, with regular portfolio monitoring aligned to clients’ risk tolerances.

Michael Conway is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Royal Fund Management since 2013 and also works as an independent insurance agent selling life and annuities. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses a range of analytical approaches to implement investment strategies tailored to client risk tolerances and offers specialized services such as options writing and access to select non-traded REITs.

Frederick Wright is a financial advisor at Royal Fund Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Royal Fund Management since 2018. Prior to that, he was with NBC Securities Inc. and also serves as President of Lifetime Capital Management, an insurance-related business. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement investment strategies and offers services including non-discretionary allocation recommendations and discretionary account management for retirement plan participants.

Bryan Daly is a CFP® with nine years of industry experience, currently affiliated with Royal Fund Management, LLC. He has held roles at firms including Nationwide Mortgage Bankers and Freedom Equity Group, and he operates as an independent insurance agent. Daly also works with Estate Guru, providing estate planning software advisory services. Royal Fund Management, LLC serves individuals, corporations, pension plans, and charitable organizations by offering portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies based on fundamental, technical, and cyclical analysis, and provides both discretionary and non-discretionary services tailored to client risk tolerances.

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.

Gage Warren is a financial advisor with Capital Analysts in Belleview, FL, holding a Series 66 credential and four years of industry experience. Prior to joining Capital Analysts, he worked at Lincoln Investment and Parsons Consulting Group. He is also involved in insurance and fixed annuity sales and assists with enrollment for supplemental benefits. Capital Analysts serves a diverse client base that includes individual investors, high-net-worth clients, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of advisors and employs a proprietary mutual fund screening process to support its investment strategies.

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.

Stephen Schneider is a Series 65-licensed financial advisor with five years of industry experience. He is currently with AlphaStar Capital Management and has held roles at several firms including Securenet Wealth, LLC and AE Wealth Management, LLC. Outside of advisory work, he serves as Chief Executive Officer of Securenet Financial, LLC, which focuses on life insurance and annuity sales, and owns a tax preparation and planning business, Securenet Tax, LLC. AlphaStar Capital Management manages approximately $1.84 billion for a range of clients including individuals, trusts, estates, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing both predefined model portfolios and custom strategies based on quantitative analysis and third-party research.

Clemente Palacios is a financial advisor at Alexander Capital Wealth Management LLC with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Edward Jones, Nicc & Clem Incorporated, and several banking institutions. Outside of his advisory role, he serves as Vice President and Board Member of a homeowners association and operates an insurance agency specializing in life and annuity products. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.