Joseph Krauszer is a CFP® certified financial advisor at BakerAvenue with 23 years of industry experience. He has held positions at firms including Integrity Holdings Group LLC, Fidelity Personal and Workplace Advisors, Wells Fargo Clearing, and UBS Financial Services. Krauszer has been with BakerAvenue since 2023. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and comprehensive financial planning with a focus on diversified investment strategies and ongoing client communications.

Steven Rich is a financial advisor with Signal Advisors Wealth, LLC in New Smyrna Beach, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at AE Wealth Management, Anders & Anders Financial Group, Madison Avenue Securities, and M Holdings Securities. He is also the owner and operator of New Smyrna Beach Retirement Solutions, where he sells various insurance products. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent RIAs through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

Glenn Rodriguez is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1997. He focuses on developing strategies and providing investment guidance for individuals, their families, and businesses by understanding their short- and long-term financial objectives. His client focus includes college education planning, family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, and retirement income. Glenn holds the CERTIFIED FINANCIAL PLANNER® certification, the Certified Investment Management Analyst® designation, and is a Personal Investment Advisor (PIA). He graduated summa cum laude from Rollins College with bachelor's degrees in Business Administration and Economics. Glenn began his financial services career after a brief period as an investment banker and has built his practice by establishing direct and personal relationships with clients. His nearly three decades of experience include working with multiple generations within families and delivering comprehensive financial solutions. He lives in Lake Mary with his two children, and they are active in the community supporting Habitat for Humanity. Glenn’s personal interests include biking, cooking, reading, writing, and spending time with his family.

Richard Gailey is a CFP® and ChFC® with 34 years of industry experience, currently serving as an advisor at The Strategic Financial Alliance, Inc. since 2015. He is also the owner and sole proprietor of Money Concepts, a financial services and insurance business. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm supports both in-house portfolio management and third-party manager platforms, managing a majority of assets on a non-discretionary basis.

Anders Christiansen is a financial advisor at Gradient Advisors, LLC with one year of industry experience and holds a Series 65 designation. His work history includes roles at several firms such as America First Financial and Gines Insurance Agency. 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, employing a largely non-discretionary model that incorporates risk analysis and fundamental, technical, and cyclical portfolio assessments.

Paul Sterzinger is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Kingswood Wealth Advisors, LLC and has previously worked at Edward Jones and other firms. Outside of finance, he has been involved as CFO and sous chef at Tommy's Kitchen, a restaurant and apparel business. Kingswood Wealth Advisors serves retail and institutional clients, including high-net-worth investors and retirement plan sponsors, offering portfolio management, financial planning, and ERISA plan advisory services. The firm uses an open-architecture platform with customized investment solutions and is notable for its integration with affiliated financial entities and management of insurance-linked accounts.

Matthew Finley is a CFP® with 17 years of experience in the financial services industry. He currently works at Savvy and has previously held roles at Focus Financial Network, OSAIC, Investors Financial Group, and LPL Financial. Finley is also a partner at Perspective 6 Wealth Advisors LLC. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm uses a blended investment approach combining index-based strategies with tailored solutions such as direct indexing with tax-loss harvesting and ESG-focused models, supported by proprietary technology and third-party platforms.

Eugene Pender Sr. is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Fusion Investment Advisors, Sammons Securities Company LLC, and Metropolitan Life Insurance Company, alongside operating E.R. Pender & Associates, LLC since 2001. He is a member of the board of directors at Clearwater Yacht Club. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs an open-architecture investment platform and combines customized asset allocation models with fundamental and technical analysis to manage client portfolios on a discretionary basis.

Jonathan Ullivarri is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Eternal Empire Insurance, Blueprint Insurance Group, True Spec Golf, Club Champion Golf, and Golf Galaxy. He is also involved as President and Investment Advisor Representative of Eternal Empire Investments. 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, employing a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis.

Corico Mc Cray Sr. is a financial advisor at Encompass More Asset Management LLC with four years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Edward Jones and AE Wealth Management, as well as operating McCray Enterprises & Associates, LLC. He is also a licensed independent agent for life and health insurance. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management through proprietary and third-party models, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis and manages approximately $582 million for around 4,000 clients.

Mark Collier is a financial advisor at Altitude Capital Management LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and Oxford. Collier is also a licensed insurance agent involved in the sale of various insurance products. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting with no account minimums. The firm’s investment approach is individualized based on client goals, risk tolerance, and time horizon, using strategies such as asset allocation and dollar-cost averaging.

Shawn Jiles is a financial advisor at Cyndeo Wealth Partners with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America and Merrill Lynch. Outside of advising, he is involved as an owner of consulting entities related to tax and estate planning, although these activities do not require his active time commitment. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners with portfolio management, financial planning, and business advisory services. The firm employs customized investment strategies across various asset classes and offers specialized consulting for middle-market businesses, managing approximately $2.58 billion in client assets.

Dustin Rollins is a financial advisor at Coppell Advisory Solutions LLC with 11 years of industry experience. He holds a Series 65 credential and has worked with firms including Fusion Capital Management, Precision Capital Management, and Horter Investment Management. Outside of advisory work, he is involved in college consulting and owns a tax preparation business. Coppell Advisory Solutions LLC serves a diverse client base with discretionary portfolio management and financial planning, utilizing an open-architecture platform and a broad range of investment strategies including equities, ETFs, options, and alternative funds.

James Huster is a financial advisor at DayMark Wealth Partners, LLC with seven years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for eight years. Outside of his advisory work, he serves as Assistant Rector at the Episcopal Church in St. Augustine, Florida. DayMark Wealth Partners serves individual clients, trusts, retirement plans, and institutional accounts by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm utilizes a variety of investment strategies, including internal and third-party models, and offers access to alternative investments alongside traditional holdings.

Michael Moore II is a financial advisor at Inspire Advisors, LLC with one year of industry experience. He holds the Series 63 and Series 65 licenses. His prior roles include positions at Northwestern Mutual Wealth Management Company and involvement with organizations such as The Dad Edge and Grit Insurance Services, LLC. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individual clients, high-net-worth individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through a proprietary Inspire Impact Score™ and employs a mix of fundamental, technical, and quantitative methods alongside modern portfolio theory to manage portfolios.

Edward Leonard is a financial advisor with Legacy Wealth Management, LLC in DeLand, FL. He holds Series 63 and Series 65 licenses and has seven years of experience in the industry, including six years with Northwestern Mutual. Outside of his advisory work, he owns and manages an e-commerce business focused on selling baseball memorabilia. Legacy Wealth Management serves individual clients across various wealth levels, as well as charitable organizations and business entities. The firm offers portfolio management, financial planning, and consulting services, using a variety of investment strategies including in-house models, sub-advisers, and alternative investments.

William Brooks is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Before joining Virtue Capital Management in 2019, he worked at Secure Investment Management, Horter Investment Management, and Xexis, Inc. He is also involved in tax preparation advisory through Axe The Tax Services, LLC, and serves as an educator with the Association of Financial Consultants, a nonprofit hosting educational events. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers by providing customized portfolio management, financial planning, and consulting services. The firm employs tactical, strategic, and dynamic investment approaches through a multi-team model, offering ongoing monitoring, client education, and access to a range of investment programs and services.

Lawrence Nordmann is a financial advisor at Capitol Securities Management, Inc. with 14 years of industry experience. He holds a Series 66 designation and previously worked at Cantella & Co., Inc. and Raymond James Financial Services. In addition to his advisory role, he serves as President and a member of the Stewardship Committee for Waterstone Church, Inc. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, delivering investment advice through various programs including separately managed accounts and third-party money managers.

Jason Thornton is a financial advisor at Integrity Advisory Solutions with three years of industry experience. He holds a Series 65 credential and previously worked at Encompass More Asset Management LLC. Thornton is also CEO and co-founder of PL Marketing LLC, an insurance brokerage focused on Life Insurance and Annuities. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm provides portfolio management, financial planning, retirement plan consulting, and utilizes a range of asset-allocation strategies and third-party platforms.

Marci Hodge is a financial advisor at Prosperity Capital Advisors with four years of industry experience. She holds a Series 65 credential and has worked previously at Motiv8 Investments LLC and American Senior Benefits. In addition to her advisory role, she provides Medicare, life, and long-term care insurance policies as well as fixed annuities. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving individual and high-net-worth investors, corporations, trustees, retirement plans, and broker/dealer customers. The firm employs model-based, asset-allocation strategies and offers discretionary investment management, sub-advisory services, and retirement plan solutions.