Jeffrey Steinberg is a CFP® and ChFC® with 31 years of industry experience, currently serving as a financial advisor at Avantax Planning Partners, Inc. based in Port Saint Lucie, FL. He has a background in law, practicing as an attorney since 1991, and has held various roles within Avantax and affiliated firms since 2003. In addition to his advisory work, Steinberg is a limited partner investor in a credit fund that lends to start-ups. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets, and employs tax-intelligent strategies and model-driven investment management.

Michael Sandberg is a financial advisor at Aegis Capital Corp. with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and Oppenheimer. Outside of his advisory role, he is involved with ACC Agency Inc., a general insurance agency where he serves as a producer and agent. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.

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 18 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network and Morgan Stanley in various roles spanning over a decade. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets. The firm offers customized portfolio construction using a variety of investment vehicles and employs multiple analytical approaches, including ESG and digital asset strategies, while also providing insurance distribution and private fund management services.

John Kerr is a CFP® professional with 28 years of industry experience. He has worked at Thurston Springer Financial since 2019 and previously spent 21 years at Edward D. Jones & Co., L.P. He serves on the boards of the Bonbar Homeowners Association and Options Charter School, where he holds the position of Vice-Chairman. Thurston Springer Advisors serves individuals, corporations, charitable institutions, foundations, endowments, estates, and retirement plans, offering financial planning, portfolio management, retirement-plan consulting, and sub-advisory services. The firm employs Tactical Momentum and Earnings Momentum strategies alongside fundamental, technical, and cyclical analysis, managing accounts across multiple asset classes with discretionary authority under its Compass agreements.

Jody Zirn is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Since 2015, Zirn has worked at Kestra Private Wealth Services and Kestra Investment Services. Outside of advisory duties, Zirn manages portfolios and client relationships as a producer at Riverside Private Wealth Management. Kestra Private Wealth Services is an enterprise-scale advisory firm managing approximately $13.45 billion in client assets through a network of about 210 advisors. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, and institutional clients, offering a range of financial planning, portfolio management, and consulting services.

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 Series 65-licensed financial advisor with Integrity Advisory Solutions, bringing one year 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, a social club focused on promoting and teaching responsible home brewing. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing third-party platforms and model portfolios to meet client needs.

Steven Rowe is a CFP® professional with 38 years of experience in the financial services industry. He is currently with DayMark Wealth Partners, LLC and previously worked for 15 years at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he owns Multi-Dimensional Wealth Management Inc., a financial practice based in Palm City, FL. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets. The firm offers a range of investment and consulting services, utilizing a combination of in-house and third-party management, and incorporates various analytical approaches including ESG and digital assets.

David Gornitzky is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and bringing 21 years of industry experience. His prior experience includes roles at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors LLC. He serves as a board member for Treasure Coast Executives, a for-profit organization based in Stuart, Florida. Great Valley Advisor Group is an SEC-registered, multi-team 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, employing a mix of 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 22 years of industry experience. He previously worked at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Sage provides investment advisory services through Great Valley Advisor Group, an independent firm. Great Valley Advisor Group is an SEC-registered multi-team 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, emphasizing individualized portfolio construction and ongoing oversight using a mix of in-house strategies and third-party managers.

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.

Mark Kalish is a CFP® with 38 years of experience in the financial services industry. He is currently associated with Concurrent Investment Advisors, LLC and Family Wealth Solutions since 2026. His prior experience includes 15 years at Ameriprise Financial Services, Inc. and over three decades at Ameriprise Financial Services, LLC. Outside of advisory services, he owns and manages a commercial office building through privately held LLCs. Concurrent Investment Advisors, LLC is a multi-office SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities aligned with client objectives, risk tolerance, and tax considerations.

Galina Koval is a CFP®, ChFC®, and Series 63-licensed advisor at Sequent Planning, LLC with 10 years of industry experience. She has worked at Sequent Planning since 2023 and previously spent eight years at Redhawk Wealth Advisors. In addition to her advisory work, she is also an insurance agent. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations, offering asset management, financial planning, and retirement-plan services. The firm employs a structured risk framework with diversified manager exposures and provides ongoing investment communications to its clients.

William Pembroke is a financial advisor with Avantax Planning Partners, Inc., holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has previously worked with Cetera Planning Partners and Cetera Wealth Services, among other roles within the Avantax and Cetera networks. Pembroke serves as Treasurer of the PSL Professional Centre Condominium Association, where he prepares the annual federal income tax filing. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets for about 7,500 clients as of the end of 2025.

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, holding a Series 66 designation and three years of industry experience. She has worked at several firms, including Transce3nd LLC and e3 Consultant Group. Outside of her advisory role, she is president and founder of Surefire Financial, where she oversees insurance advising. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of around 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services, serving individuals, trusts, estates, and registered investment companies.

Christopher Sherer is a financial advisor with Kovack Advisors, Inc. in Stuart, Florida, holding Series 63 and Series 65 licenses with 36 years of industry experience. His prior experience includes roles at Securities America Inc. and Osaic Advisory Services, LLC. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and advisory programs utilizing both internally created models and third-party managers.

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.