Frank Andrescavage Sr. is a financial advisor at Impact Partnership Wealth, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at firms including Aegis Wealth Management, Gradient Advisors LLC, and Brookstone Capital Management LLC. Additionally, he is the owner of Retirement Advisory, where he is involved in the sale of fixed annuities and life insurance. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing to deliver discretionary portfolio solutions and direct asset management.

William Krause is a financial advisor at The Partners Wealth Management with 48 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at American Portfolios Financial Services, Inc. and Massmutual Life Insurance Company. In addition to advisory services, he operates as a financial consultant specializing in life, property and casualty, and health insurance. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm provides both customized portfolios and model-based management using internal and third-party models, with assets managed directly or allocated to outsourced managers.

Ryan Middleton is a financial advisor at Silver Oak Securities, Inc. with 26 years of industry experience. He has held positions at American Portfolios Financial Services, Inc. and Ambassador Advisors, LLC. Middleton is the president and owner of Motive Financial Services, which provides financial services to individuals and small businesses. Silver Oak Securities serves a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, and estates. The firm offers a range of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.

Bryan Minner is a financial advisor at Ausdal Financial Partners, Inc. with 24 years of industry experience. He holds the PFS™ and Series 63 designations and has been with Ausdal since 2009. In addition to his advisory work, he owns and operates Minner & Company, P.C., a CPA firm, and serves as treasurer on the Kenhorst Condo Association board. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of discretionary and non-discretionary portfolio options.

Jack Causa is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 63 designation and bringing 44 years of industry experience. He has been with Ausdal Financial Partners since 2009. Outside of advisory work, he is involved in life and equity-indexed annuity sales and serves as president of a family LLC that manages a hunting camp property. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services including in-house and third-party investment programs, retirement plan services, and licensed insurance products.

Trent Hart is a financial advisor at Simplicity Wealth with a Series 65 designation. He has held roles at Simplicity Wealth and Hart Wealth and Retirement Planning since 2026 and has experience in senior solutions consulting and education from previous positions. 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 employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside model portfolios and third-party managers, while providing advisory services and technology solutions to other advisors.

Andrew Heifer is a financial advisor at Creativeone Wealth, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Virtue Capital Management, LLC and Pinnacle Capital Advisors, LLC. Outside of his advisory role, he is a 50% owner of Still Shining, LLC, a distillery of moonshine. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a mix of proprietary ETF-based models, third-party managers, and option strategies, supported by quantitative and fundamental analysis.

Michael Butterworth is a financial advisor with BFC Planning, Inc. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His prior work includes roles at Sagepoint Financial, Inc., MML Investor Services, Inc., and MassMutual Life Insurance Company. Outside of his advisory work, he owns and operates a tax preparation service and a special needs planning group that assists individuals and families with obtaining public benefits and related advocacy. BFC Planning, Inc. serves a diverse client base, including individuals, corporations, pension plans, and trusts, through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms, employing a range of investment strategies while excluding futures, hedge funds, and digital assets.

Karl Klingmann II is a financial advisor at Kovack Advisors, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kovack Advisors since 2015. In addition to his advisory role, he owns and operates PENN RISE ADVISORS, LLC, a financial services and advisory business serving small businesses and individuals. Kovack Advisors, Inc. is a multi-team registered investment adviser with about 260 advisors and over $6 billion in client assets. The firm serves a range of clients including individuals, pension and profit-sharing plans, charitable organizations, and government entities, implementing portfolios through a combination of proprietary models, third-party managers, and technology-supported workflows.

Sheila Little is a financial advisor with Perigon Wealth Management, LLC, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Fortune Financial Services, Inc., Cambridge Investment Research Advisors, and LPL Financial, LLC. She also maintains a part-time role selling insurance products. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often utilizing independent managers or turnkey asset management programs while retaining responsibility for asset allocation and oversight.

Noah Brooks is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Good Life Advisors since 2014 and previously at LPL Financial, LLC and Wells Fargo Clearing. Brooks serves on the board of the Blue Mountain Eagle Climbing Club, a community and charitable organization. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers, serving individuals, business entities, trusts, estates, and charitable organizations. Its investment approach combines fundamental, technical, and cyclical analysis, with strategies implemented through direct management, model portfolios, and sponsored platforms.

Reed O’Brien is a financial advisor with Realta Investment Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Realta Investment Advisors since 2013, concurrently serving Realta Equities, Inc. during that time. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, pension and profit-sharing plans, and institutional clients such as corporations and trusts. The firm employs an individualized investment approach using asset allocation across various investment vehicles and offers services including portfolio management, retirement-plan consulting, and estate planning.

Stephen Target is a financial advisor with M Holdings Securities, Inc. He holds a ChFC® designation and has 34 years of industry experience. Prior to joining M Holdings in 2016, he was involved with Newton One Investments, LLC. Outside of his advisory work, he serves on the advisory board of Pete’s Sake Cancer Respite and is a board member of the nonprofit Founding Forward. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, with investment management delivered both by in-house portfolio managers and selected third-party sub-advisors.

Sheetal Khanna is a CFP® professional with 20 years of industry experience. She is currently with CW Advisors, LLC and previously worked at Cms Wealth Management and Capital Management Services, Inc. CW Advisors, LLC is a multi-team advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a Core-and-Satellite investment approach using a combination of active, passive, quantitative, and ESG-oriented strategies and offers services through an integrated corporate group with related affiliates.

George Zook is a Series 66-licensed financial advisor at Silver Oak Securities, Inc. with 24 years of industry experience. He previously worked at Ambassador Advisors, LLC and American Portfolios Financial Services, Inc., and operated GHZ, Inc. for over two decades. Zook also serves as an executive committee member of the Willow Valley Memory Care Committee. Silver Oak Securities, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals, managing around $2.4 billion in discretionary assets. The firm offers multiple advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.

Michael Krumholz is a financial advisor with Perigon Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Prudeo Partners, Fortune Financial Services, LPL Financial, and Cambridge Investment Research. Outside of advisory work, he is involved with Pure Health Tonics, a retail health products firm, where he provides consulting services. Perigon Wealth Management offers customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm employs a client-specific approach to portfolio development and may utilize sub-advisors or turnkey asset management programs while maintaining oversight of asset allocation and due diligence.

Darryl Bull Sr. is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Portfolio Medics and First Down Financial since 2022 and previously spent six years with Allstate Insurance Company. In addition to his advisory roles, Mr. Bull is an independent insurance agent through First Down Financial Group and Bull Financial Group, where he sells insurance products including annuities. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services using a mix of strategic and tactical approaches across various model portfolios and strategies.

Arthur Vignoli is a financial advisor at Lifemark Securities Corp. with 35 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Coastal Equities, Inc., LPL Financial, and Invest Financial Corp. Outside of advisory work, Vignoli is involved in business brokering, assisting small business owners with sales. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers tailored, suitability-driven advice with programs including Unified Managed Accounts and Separately Managed Accounts, managing client assets on both discretionary and non-discretionary bases.

Jacqueline Keener is a financial advisor at Savant Wealth Management with 10 years of industry experience. She previously worked at Domani Wealth, LLC and PBWM Holdings, LLC before joining Savant in 2023. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers specialized services including accounting, legal, and trust services through affiliated entities.

David Najim is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Najim has been with Primerica Advisors and Guardian Life since 2010. Park Avenue Securities LLC serves a wide retail client base with brokerage and advisory services, including financial planning and retirement-plan consulting. The firm offers proprietary and third-party investment programs and provides both discretionary and non-discretionary account management options.