David McGuire Jr. is an investment advisor representative at Latitude Advisors, LLC with 26 years of industry experience. He is also a partner at the CPA firm Berger Toombs Elany Gaines & Frank, where he works primarily as a CPA. McGuire holds Series 63 and Series 66 licenses and is a member of the Sunrise Kiwanis Club of Fort Pierce. Additionally, he serves as treasurer for the Cuvey Foundation, a nonprofit organization supporting minority youth. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Patrick Strader is a financial advisor at DayMark Wealth Partners, LLC with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. DayMark Wealth Partners serves individual clients, trusts, retirement plans, and institutional accounts by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including discretionary portfolio management with fundamental, technical, quantitative, and ESG analysis, and provides access to alternative and private securities alongside traditional holdings.

John Kerr is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Thurston Springer Advisors since 2019. He previously worked for Edward D. Jones & Co., L.P. for 21 years. Outside of his advisory role, he serves on the Board of Directors for Bonbar Homeowners Association and as Vice-Chairman of the Board for Options Charter School. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, employing both buy-and-hold and active investment strategies tailored to client goals.

Jody Zirn is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Kestra and its affiliated Kestra Investment Services since 2015. Zirn is involved in private wealth management through related businesses where she handles client service, operational support, and manages portfolios. Kestra Private Wealth Services, LLC provides investment advisory services via a network of independent advisors and multi-advisor teams serving individuals and institutional clients. The firm oversees advisor recommendations while allowing access to a broad range of investment products and platforms, managing approximately $13.45 billion in client assets as of the end of 2025.

Henry Binsbachar III is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at LPL Financial, Bank of America, Merrill, INVEST Financial Corporation, and IWM Group. Outside of advisory services, he is the managing member and owner of SHTF Armory, LLC, an online product sales business. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning, using a combination of fundamental, technical, and cyclical analysis, and works with in-house and third-party managers to align investment strategies with client objectives.

Alexander Simon is a financial advisor at Kintra Wealth, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates, Commonwealth Financial Network, and Warren Wealth Associates. Simon also conducts fixed insurance sales as an agent under the name Warren Wealth Associates. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven investment process focused on tax efficiency and integrates planning with investment strategies, including proprietary services like business exit planning and sub-advisory offerings.

Andrew Smith is a financial advisor at Integrity Advisory Solutions with a Series 65 designation and two years of industry experience. He is also a partner and attorney at Kulas & Crawford, an estate planning law firm, and serves on the board of directors for Treasure Coast Brewmasters, Inc., a social club focused on home brewing education. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and corporations through a network of approximately 100 independent advisors managing about $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory programs, employing a variety of investment approaches and third-party platforms.

Steven Rowe is a CFP® with 39 years of industry experience, currently serving at DayMark Wealth Partners, LLC since 2025. He previously worked at Wells Fargo Advisors Financial Network LLC for 15 years, Wells Fargo Clearing for 2 years, and A. G. Edwards & Sons, Inc. for 12 years. Rowe also owns Multi-Dimensional Wealth Management Inc., an investment-related business based in Palm City, FL. DayMark Wealth Partners serves individual, high-net-worth, trust, retirement plan, and institutional clients, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis using a combination of internal models, third-party managers, and held-away account tools, employing various analytical methods and providing access to alternative and private securities alongside traditional investments.

Jamie Gore is a financial advisor with Ally Invest Advisors and holds a Series 66 credential. He has five years of industry experience, including prior roles at Bank of America, Merrill Lynch, Northwestern Mutual, and Morgan Stanley. Gore supports both Ally Invest Securities and Ally Invest Advisors in a dually licensed capacity. Ally Invest Advisors serves a large retail client base with discretionary portfolio management through automated and advisor-led services. The firm employs a Modern Portfolio Theory-based investment process using ETF portfolios across multiple risk tiers and offers digital tools such as performance reporting and tax-loss harvesting.

David Gornitzky is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at LPL Financial LLC, Wells Fargo Clearing, Merrill, and Banc of America Investment Services. He serves as a for-profit board member of Treasure Coast Executives. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and ongoing oversight, utilizing both in-house strategies and third-party managers across various platforms.

Leo Sage IV is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at LPL Financial LLC, Wells Fargo Clearing, Merrill, Banc of America Investment Services, Wamu Investments, and PRUCO Securities. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting through a mix of in-house strategies and third-party managers across various platforms.

Alejandro Martinez is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked at International Assets Investment Management and International Assets Advisory since 2017 and previously at LPL Financial from 2008 to 2017. Martinez is also president of Atlantic Wealth Management, Inc., a private label entity for a securities business. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent representatives. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and may employ third-party money managers and wrap programs to implement client strategies.

Galina Koval is a CFP®, ChFC®, and Series 63 registered financial advisor with 10 years of industry experience. She is currently with Sequent Planning, LLC and has previously worked at Redhawk Wealth Advisors, Inc and Futurity First Insurance Group. In addition to her advisory role, she is also an insurance agent. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm provides asset management, financial planning, and retirement-plan services, utilizing a structured risk framework and diverse investment approaches supported by various platforms and custodians.

Matthew Strzelczyk is a Series 65-licensed financial advisor with four years of industry experience. He currently works at AlphaStar Capital Management and has held positions at FMG, Prewire Pros, Intelliflo, Brookstone Capital Management, and Mesirow Financial. Outside of his advisory roles, he is involved with Prewire Pros, LLC. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm manages approximately $2.5 billion in assets across more than 8,400 client relationships and employs strategic and tactical investment approaches utilizing various asset types and third-party portfolio construction technologies.

Lacey Thompson Krul is a financial advisor with Foundations Investment Advisors LLC in Stuart, FL. She holds a Series 66 designation and has three years of industry experience. Prior to joining Foundations in 2026, she worked with firms including Transce3nd LLC and e3 Consultant Group. Outside of her advisory role, she is the president and founder of Surefire Financial, where she oversees insurance advising. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.

Christopher Sherer is a financial advisor with Kovack Advisors, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior roles include positions at Securities America Inc., Gunnallen Financial, Inc., and Raymond James Financial Services, Inc. Sherer is also licensed as an insurance agent, although he rarely writes policies. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, offering discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services.

David Lakis is a financial advisor with CL Wealth Management LLC, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has previously worked at several firms, including Cabot Lodge Securities, SB Advisory, and Harbour Investments. Outside of his advisory role, he owns Lakís Investments Inc., where he operates as an independent insurance agent specializing in life, health, long-term care insurance, and equity-indexed annuities. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies through fundamental and technical analysis with both discretionary and non-discretionary management.

Joshua Crawford is a financial advisor at Integrity Advisory Solutions with seven years of industry experience. He holds a Series 66 designation and is also the managing partner at Kulas & Crawford, providing legal and planning services as an attorney. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, utilizing fundamental and technical analysis alongside various asset-allocation strategies.

Aleia Macdonald is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. She is affiliated with CG Advisory Services and has held positions at firms including LPL Financial, GENEOS Wealth Management, and Advanced Wealth Strategies. Outside of financial advising, she is involved in the hospitality industry as a host and carry-out staff at Art and Jakes Sports Bar. CG Advisory Services is an SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management through proprietary and customized models, financial planning, and consulting services, utilizing a combination of fundamental and technical research as well as AI tools to support investment decisions.

Nathaniel Gornitzky is an advisor with Great Valley Advisor Group, LLC, holding a Series 66 credential and bringing two years of industry experience. His prior work includes roles at LPL Financial and various positions outside the financial sector. He is also involved in dog training through an outside employment activity. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser that serves individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight using a combination of in-house strategies and third-party managers.