Erin Emnett is a financial advisor at Eversource Wealth Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked previously at J.W. Cole Financial, Inc., Rogan & Associates, Inc., Bank of America, N.A., and Merrill. Erin also serves as a financial planner with Rogan & Associates, an RIA. Eversource Wealth Advisors serves a diverse clientele including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm provides wealth management, financial planning, investment advisory, and consulting services through a national network of advisors, utilizing multiple investment programs and offering both advisory and private markets solutions.

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.

Matthew Ritz is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has worked at Accurate Wealth Management, LLC since 2026 and previously spent eleven years at Cornerstone Investment Partners, LLC. Accurate Wealth Management, LLC serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers by providing discretionary portfolio management, financial planning, educational services, and a wrap-fee program. The firm emphasizes value, safety, quality, and risk control in individualized asset allocations and manages approximately $1.71 billion in regulatory assets under management.

Michael Minter is a financial advisor with Lifemark Securities Corp. in Tampa, FL, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has worked with Mintco Financial, Inc. since 2001 and Lifemark Securities Corp. since 2009. Minter is also an independent insurance agent and managing partner of Elite Independence Group, LLC, involved in insurance sales and financial planning. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors, offering a range of programs including Unified Managed Accounts and Separately Managed Accounts tailored through risk assessments and managed on discretionary or non-discretionary bases.

Jared Mcdaniel is a CFP® and CFA®-designated advisor with 18 years of industry experience. He is currently affiliated with Cornerstone Wealth and has previously worked at Mutual Securities, Inc. and CNR Securities, LLC. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, implementing model-based portfolios with a range of asset classes and third-party managers.

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.

Darren Turner is a CFP® with 26 years of industry experience, currently serving at Jaffe Tilchin Investment Partners, LLC. He has been with the firm and Comprehensive Asset Management & Servicing, Inc. since 2011. Outside of his advisory role, Turner is the managing member of Turner & Associates Financial, LLC, where he is involved in the sale of insurance products. Jaffe Tilchin Investment Partners serves both individual and institutional clients, offering investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages accounts on discretionary and non-discretionary bases, provides private placement due diligence, and integrates private fund operational services into client servicing.

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 Morgan Stanley and Wells Fargo Clearing. Gilbert is also a registered insurance agent who speaks with clients about insurance products. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, and provides advisory services alongside technology and operational solutions for other advisers.

Michael Degenova is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Jaffe Tilchin Wealth Management since 2010. In addition to his advisory role, he serves as president of 1-12 Financial LLC, overseeing insurance production. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and institutional consulting. The firm offers discretionary and non-discretionary account management, third-party manager selection, and private placement due diligence for qualified investors.

Gabriel Gaston is a financial advisor at Calton & Associates, Inc. in Tampa, FL, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mutual Trust Company of America Securities, Freedom Investors Corp, and operates Gaston Financial Group. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing a variety of analytical approaches and multiple platforms for asset management.

John Cleary is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 registrations and bringing 31 years of industry experience. His prior roles include positions at Merrill, LPL Financial, Bancwest Investment Services, and Charles Schwab. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, offering a Retirement Income Strategy Report and facilitating referrals to third-party broker-dealers and advisers rather than managing client assets.

Patricia May is a financial advisor at Accurate Wealth Management, LLC with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James Financial Services, Stifel Nicolaus & Company, Citigroup Global Markets, and Legg Mason Wood Walker. Accurate Wealth Management serves individuals, including high-net-worth clients, pension plans, charities, and corporations by providing discretionary portfolio management, financial planning, and educational services. The firm emphasizes value, safety, quality, and risk control in developing individualized asset allocations and manages approximately $1.71 billion in regulatory assets.

James Petkoson is a financial advisor at Calton & Associates, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Calton & Associates since 2010. His prior experience includes roles at Gunnallen Financial, Inc. and Wells Fargo Advisors. Outside of advisory work, he is an officer of a commercial rental property corporation and owns a residential rental property. Calton & Associates is a registered investment adviser, broker-dealer, and insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, employing a mix of analytical approaches and managing accounts through firm-sponsored programs or third-party money managers.

Matthew Versage is a CFP® with six years of industry experience. He currently works at Savvy and has prior experience at United Capital Financial Advisors, LLC, JPMorgan Securities LLC, and JPMorgan Chase Bank NA. He also serves in the U.S. Air Force, a role he has held since 2011. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm focuses on customized, primarily index-based, long-term investment strategies, incorporating active equity portfolios, tax-aware direct indexing, and specialized third-party sub-adviser solutions.

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.

Don Opperman is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services, Inc. for a combined 41 years. Opperman serves as a FINRA arbitrator, hearing and deciding industry dispute cases. Advisory Services Network is an independent enterprise serving individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of over 200 advisors manages approximately $8.6 billion in client assets, offering portfolio management, financial planning, and a range of investment consulting services.

Steven Cere is a Series 66-licensed financial advisor at Cary Street Partners with 14 years of industry experience. He previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Merrill. Outside of his advisory role, he is an owner of S&L Real Estate Holdings, LLC, a real estate business. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies through its affiliated asset manager, serving a diverse client base including state and municipal government entities and insurance companies.

Alexander Benham is a financial advisor at Elevate Financial Planning and Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining Elevate, he worked in various roles including at the University of San Diego Athletics Department and PotomacWave Consulting. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients, offering customized financial planning and both discretionary and non-discretionary portfolio management through a multi-adviser team. The firm employs fundamental analysis and tactical asset allocation across mutual funds, ETFs, and individual equities, and often utilizes third-party managers and turnkey asset management platforms for implementation.

Illya Bermant is a financial advisor at McAdam LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Charles Schwab, Fisher Investments, and Walser Wealth Management Company. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios across a multi-advisor platform and offers a range of strategies including discretionary investment management, retirement-plan consulting, and a subscription-based financial planning service.