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 with Gradient Advisors, LLC and holds a Series 65 designation. He has been active in the financial services industry since 2023, with prior experience at multiple firms including Gines Insurance Agency and America First Financial. Christiansen is also involved in financial planning and income planning through his roles as an independent agent and insurance services associate. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that incorporates various analytical approaches in portfolio management.

Robert Wolfe is a financial advisor at G. A. Repple & Company with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at G. A. Repple & Company and Phoenix Home Life since 1998. Wolfe also has a background at Wolfe, Young, O'baker & Company spanning over four decades. Outside of his advisory role, he provides consulting services on accounting and taxes. G. A. Repple & Company offers investment advisory and financial planning services to retail individuals, retirement plans, trusts, estates, and corporate clients. The firm employs various analytical approaches to portfolio construction and provides a range of management options, including discretionary and non-discretionary services, third-party asset manager access, and specialized strategies such as Biblically-Responsible Investing.

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 beginning his advisory career in 2025. Prior to joining Gradient Advisors, he worked in the golf industry with positions at Golf Galaxy and Club Champion Golf. He is also involved with Eternal Empire Insurance as an associate agent. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm operates with a network of 169 advisors across 154 offices, managing approximately $218.6 million in regulatory assets under management and offering tailored investment strategies using a combination of 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 with Coppell Advisory Solutions LLC and holds a Series 65 designation. He has 11 years of industry experience and has worked at firms including Fusion Capital Management and Precision Capital Management. Outside of his advisory role, he owns a tax preparation business and serves as lead consultant for a college consulting service. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm employs an open-architecture investment platform and combines internally developed and independent asset allocation models with fundamental and technical analysis to manage client portfolios.

Megan Wolfe is a Series 66 licensed financial advisor with over 20 years of industry experience. She has been with G. A. Repple & Company since 2006 and also co-owns Wolfe Financial Group, where she provides financial planning, CPA, and tax preparation services. Wolfe serves as vice president on the board of directors for a professional condominium association in Lake Mary, FL. G. A. Repple & Company offers advisory and financial planning services to retail clients, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a range of analytical methods to develop individualized portfolios and provides both discretionary and non-discretionary portfolio management, as well as access to multiple separately managed account options and model strategies.

Edward Leonard is a financial advisor at Legacy Wealth Management, LLC with seven years of industry experience. Prior to joining Legacy Wealth Management, he spent six years with Northwestern Mutual Wealth Management Company and related entities. Outside of his advisory role, Leonard owns an e-commerce business specializing in baseball memorabilia and sells life, disability, long-term care, and annuities insurance through a separate insurance agency. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm uses model portfolios and customized strategies that incorporate a broad range of investment options, including alternatives and illiquid direct participation programs.

William Brooks is a financial advisor at Virtue Capital Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Secure Investment Management, LLC and Horter Investment Management, LLC. Outside of his advisory role, he is an owner of Axe The Tax Services, LLC, which provides tax preparation advice, and he serves as an educator for the Association of Financial Consultants, a nonprofit organization hosting educational events. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets through about 90 advisors. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and specialized retirement education, utilizing a model-driven investment approach that incorporates quantitative optimization and economic data inputs.

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 Series 65-licensed advisor with Integrity Advisory Solutions, based in Lake Mary, FL, with three years of industry experience. He previously worked at Encompass More Asset Management LLC and has been CEO and co-founder of PL Marketing LLC, an insurance brokerage focused on life insurance and annuities, since 2017. In this role, he supports independent agents and assists clients in obtaining suitable insurance products. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing multiple asset-allocation frameworks and third-party platforms to tailor client portfolios.

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.

Shannon Hill is a financial advisor with Truist Advisory Services holding a Series 66 credential and three years of industry experience. Her career includes roles at Truist Advisory Services, Truist Investment Services, Fairwinds Credit Union, and CUSO Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation, fiduciary support, and a manager-selection program through discretionary and non-discretionary approaches.

Liam Barningham is a financial advisor with Empower Advisory Group holding a Series 66 designation and zero years of industry experience. His prior work includes roles at Empower Financial Services, LPL Financial, United Southern Bank, and various positions outside the financial sector. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail IRA and brokerage account holders. The firm uses an integrated model aligned with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Wayne Barber Jr. is a financial advisor at Creative Planning with 21 years of industry experience. He holds a Series 66 designation and has worked at Creative Planning since 2017, following four years at Water Oak Advisors LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Matthew Murphy is a CFP® professional with 23 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Murphy Financial, LLC. His prior experience includes roles at Fidelity Investments and Certified Insurance Corp. He is also the owner of Benetas Wealth, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice-management resources while offering discretionary model portfolios and multiple program structures.