Armen Riley is a financial advisor at Simplicity Wealth with one year of industry experience. He holds the Series 65 and Series 66 designations and previously worked at Estate and Retirement Resources, Inc. from 2022 to 2025. Riley is also a registered insurance agent providing tailored insurance solutions to clients and estates. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporations, and financial firms. The firm utilizes a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, alongside an asset management platform for advisers.

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.

Robert Hockett is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. He previously worked at Southern Wealth Management, Inc. d.b.a. Cambridge Wealth Counsel for 20 years and has experience with Domus Advisors LLC. Outside of investment advisory, he is the founder of ThePracticeConsultant.com, LLC, a business consulting firm, and owner of Rallan Bros Auto Inc., an automotive repair business. Modera Wealth Management, LLC delivers wealth management and financial planning services to individuals, trusts, corporations, and plan sponsors, combining diversified asset allocation strategies with in-house accounting and tax capabilities to provide an integrated advisory service.

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.

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.

David Zupek is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been associated with Concorde and related entities since 2012 and founded Tada Wealth Advisors, Inc., where he continues to be active. Zupek also provides tax planning and estate-related services through Foremost Financial Planning, Inc. Concorde Asset Management offers discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, utilizing both in-house and external resources, and provides a range of services including alternative investment options and ERISA-compliant fiduciary advice.

Niccole Palacios is a financial advisor at Alexander Capital Wealth Management LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, US Bank, and Guaranteed Rate. Outside of advising, she engages in mindset and performance coaching and music projects through her sole proprietorship, All I Did Was Me. Alexander Capital Wealth Management LLC provides investment advisory services to individual, high-net-worth, and institutional clients. The firm employs a top-down, asset-allocation approach using proprietary technical analysis and fundamental review, managing portfolios through multiple advisory teams and third-party money managers.

Brady Nelson is a financial advisor at Royal Fund Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Royal Fund Management since 2014. In addition to his advisory role, he owns and operates Holistic Financial, an insurance agency, and is licensed as a realtor, assisting buyers and sellers. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm constructs tailored portfolios based on documented risk tolerance, employing a range of strategies from conservative allocations to options writing, and manages about $1.55 billion in assets through a multi-team structure of 83 advisors.

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.

Dawn Carey is a financial advisor at Impact Partnership Wealth, LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at SmartLife Financial Group LLC, Trac Asset Management LLC, and Revere Securities, LLC. Outside of advisory work, she is also active as an insurance agent at Phoenix Wealth Management. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion across a network of advisers. The firm offers model portfolio solutions, discretionary asset management, financial planning, and ERISA retirement plan services, utilizing a range of firm-managed and third-party strategies.

Neil Mahoney is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. His prior work history includes roles at Domus Advisors LLC, Oak Wealth Advisors LLC, ABW Advisors, LLC, and Cambridge Wealth Counsel. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and supplementing core strategies with independent managers, private placements, and optional ESG integration.

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.

Kelley Pyles is a CFP® professional with 11 years of experience in the financial services industry. She is currently with Royal Fund Management, LLC and has managed Pyles Insurance Services, LLC since 2020. Her background includes both financial advisory and insurance sales roles. Royal Fund Management, LLC serves individuals, corporations, pension plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a comprehensive investment approach that includes fundamental, technical, and cyclical analysis and offers specialized services such as options-writing overlays and access to select non-traded REITs.

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.

Pamela Hyde is a financial advisor with Truist Advisory Services and holds the Series 63 and Series 66 licenses. She has 11 years of industry experience, including nine years with SunTrust Investment Services and SunTrust Advisory Services. Outside of her advisory role, she serves as Secretary/Treasurer for the Orangewood Shores homeowners association. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by a research team that uses AI-enabled tools, to deliver tailored investment solutions.

Ryan Jenkins is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and one year of industry experience. He has worked at AmeriLife since 2012 and currently serves as Managing Director of AmeriLife of Citrus County, overseeing agents and producing insurance sales and annuities. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis using model portfolios and various managed account strategies.

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.