David Flanders is a financial advisor at Momentum Wealth Planning with 35 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ameriprise Financial Services from 2015 to 2024. Outside of his advisory role, he is involved with Modern Corinth Ministries, a Christian ministry. Momentum Wealth Planning provides discretionary and non-discretionary investment management and financial planning services to individuals, including high net worth clients, as well as entities such as family offices, trusts, and qualified retirement plans. The firm employs a client-specific investment approach incorporating momentum-based allocation strategies and offers access to various investment vehicles and external money managers.

Tamara Surratt is a financial advisor at Legacy Family Office, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at Legacy Family Office since 2014, following a tenure at Eton Advisors Group and managing Tarino Investments, LLC since 2000. Legacy Family Office provides comprehensive wealth management and family office services to high-net-worth individuals, trusts, estates, and other entities, offering investment advisory alongside estate planning, philanthropy, and lifestyle management. The firm operates with a single advising professional overseeing a multi-million dollar asset base and emphasizes client education and data security through institutional technology audits.

Jordan Johnson is a financial advisor at Pinelight Financial PLLC with nine years of industry experience. He holds a Series 65 designation and has worked at Pinelight Financial LLC since 2022 and previously at DHJJ, Ltd. and DHJJ Financial Advisors, Ltd. from 2013 to 2022. In addition to his advisory role, Mr. Johnson provides accounting services as a licensed CPA, dedicating up to half of his monthly time to this activity. Pinelight Financial is an independent registered investment adviser serving individuals, high-net-worth households, businesses, retirement and pension plans, and selected institutional clients. The firm offers comprehensive financial planning and portfolio management, using both active and passive strategies tailored to client risk tolerance, and combines investment advisory services with affiliated accounting and pension consulting practices.

Dawn Litchfield is a financial advisor at Naples Money Management LLC with 40 years of industry experience. She holds a Series 63 designation and has been with Naples Money Management since 2010. Her prior work includes long-term roles at Litchfield & Nelson Partners, Mutual Service Corporation, and Litchfield & Nelson, Inc. Naples Money Management advises individuals, high-net-worth clients, and charitable organizations, providing discretionary and non-discretionary portfolio management, financial planning, and wealth management services. The firm utilizes a top-down sector allocation combined with bottom-up security selection, employing equities, ETFs, options, and derivatives strategies within separately managed accounts.

Ryan Rocuant is a CFP® with four years of industry experience, currently serving as a financial advisor at Mutual Trust Advisory Group since 2021. Prior to joining Mutual Trust Advisory Group, he worked at Katherine L Nash Insurance Agency, Inc. and held roles outside finance including positions at Domino's Pizza and Miramar Lakes Beach and Golf. Mutual Trust Advisory Group provides financial planning, discretionary investment management, and wealth management services primarily to individual and high-net-worth clients. The firm employs an individualized, asset-allocation driven investment approach incorporating fundamental analysis, long- and short-term strategies, and uses tools such as direct indexing and AI for data processing.

Michael Farr is a financial advisor with FarrCrest Capital LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Hightower Advisors for five years and IA Farr, Miller & Washington, LLC for 25 years. He serves as an outside director for Goal Financial LLC, a student loan portfolio company. FarrCrest Capital is a family office managing portfolio and generational wealth exclusively for the founding family and affiliates. The firm focuses on long-term stewardship through fundamental research, managing concentrated, discretionary portfolios with an emphasis on legacy planning and governance.

Leo Renner is a CFP® with 12 years of industry experience currently advising at Meritum Wealth Management LLC in Dublin, Ohio. His prior roles include positions at The Zois Group LLC, Capital Analysts, Lincoln Investment, Lincoln Financial Group, and Prudential Insurance. He is also a licensed Medicare agent offering Medicare Advantage and Supplement products. Meritum Wealth Management provides portfolio management, financial planning, and pension consulting to individuals, institutional clients, and charitable organizations. The firm uses a combination of quantitative and qualitative investment methods and engages in both long- and short-term strategies, including options trading.

Scott Schatzle is a CFP® professional with 18 years of industry experience. He has been with Mutual Trust Advisory Group since 2016 and has a background that includes work at Boston University. Schatzle also has experience in non-variable insurance. Mutual Trust Advisory Group offers financial planning, discretionary investment management, and wealth management services primarily to individual and high-net-worth clients. The firm employs an asset-allocation driven investment process with a variety of strategies and tools, and provides a broad range of consulting services including estate coordination and business succession planning.

Louis Lemos II is a CFA® charterholder and Series 63 licensee with three years of industry experience. He has worked at Navian Asset Management, LLC since 2025 and previously held roles at Luma Financial Technologies, Navian Capital LLC, and First Kentucky Trust. Navian Asset Management, LLC provides discretionary and non-discretionary portfolio management with integrated financial planning to individuals, including high net worth clients, and charitable organizations. The firm uses a customized portfolio construction approach that incorporates various analytical methods and a broad range of investment instruments, including options and digital assets.

Paul Murphy is a CFA charterholder with 16 years of industry experience. He is currently a principal at Front Edge Capital Management, LLC, where he has worked since 2019. His prior experience includes roles at Foreside Fund Services, LLC, RMB Capital Management, Quasar Distributors, LLC, and Ironbridge. Front Edge Capital Management provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately $88.5 million in client assets, employing a proprietary research process focused on large U.S. companies with a blend of growth and value strategies.

Mitchell Pruitt is a CFP® professional with two years of experience at Pruitt Richmond Wealth Management LLC. He has worked at Pruitt Cordell & Associates since 2011 and serves as a CPA there. Pruitt is also a licensed insurance agent, though he does not offer insurance products to clients of Pruitt Richmond Wealth Management. Pruitt Richmond Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a tailored, discretionary approach based on modern portfolio theory and maintains an affiliation with an accounting firm, offering integrated services outside the advisory relationship.

Christopher Covato is a financial advisor at Covato Capital Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CS Planning Corp and Covato Capital Management, LLC. Outside of his advisory role, Mr. Covato is a Captain and Simulator Check Airman for Atlas Air Inc., where he has been employed since 1999, flying Boeing 747s. Covato Capital Management, LLC is a fee-based registered investment adviser serving individuals, trusts, and other entities, including high-net-worth clients. The firm offers customized portfolio management and financial planning, utilizing a range of investment vehicles and model portfolios, and is notable for its involvement with sponsored private investment vehicles and commodity trading activities.

Paul Marinelli is a CFA® charterholder with 21 years of industry experience and has been with RiverGlades Family Offices, LLC since 2014. He is also a principal of Arcus Family Office Services, LLC, which provides personal financial reporting, bill pay, and administrative services to high net-worth individuals and families. Additionally, Marinelli holds minority interests in Hestia Holdings, LLC and Hestia Management, LLC, both private companies involved with private funds. RiverGlades Family Offices serves high-net-worth individuals, multigenerational families, charitable organizations, and corporations with portfolio management, external Chief Investment Officer services, and consulting engagements. The firm combines fundamental and technical analysis with modern portfolio theory, using ETFs, publicly traded real estate funds, fixed income securities, and TIPS, and offers options strategies and derivatives in separately managed accounts.

Shakeel Dewji is a financial advisor at Aurora Investment Managers, LLC with 25 years of industry experience. He holds the Series 66 designation and has been with Aurora Investment Managers since 2008. Aurora Investment Managers is a fee-only registered investment adviser managing approximately $323 million across about 179 client accounts. The firm offers customized portfolio management and investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, employing a strategy that integrates fundamental and technical analysis with both long- and short-term positions.

Robert Farr is a financial advisor at FarrCrest Capital LLC with a Series 65 designation and three years of industry experience. He previously worked at Hightower Advisors, Digital Management, LLC, and ECS Federal, LLC. FarrCrest Capital is a privately held family office that provides portfolio management and generational wealth counsel exclusively for the founding family and affiliated members. The firm focuses on long-term stewardship through fundamental research and manages concentrated family mandates with discretionary oversight, combining governance and legacy services with traditional asset management.

Pasquale Antonetti Jr. is a financial advisor at Antonetti Capital Management, LLC with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Antonetti Capital Management since 2010. Antonetti Capital Management provides portfolio management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and other business entities. The firm serves both high-net-worth and non-HNW clients, using a range of investment strategies and ongoing monitoring tailored to client circumstances.

Steven Lebens is a financial advisor with Lebens Advisory Group LLC in Naples, FL. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to founding Lebens Advisory Group in 2014, he has been involved with SS Design since 1995. Outside of advisory work, he is also engaged in fixed insurance sales as a licensed insurance agent. Lebens Advisory Group serves individuals, corporations, and retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm manages approximately $56.9 million in assets and offers customized portfolios primarily composed of individual equities and ETFs, employing a mix of fundamental, technical, and charting analysis.

Patrick Logue is a CFP® professional with eight years of experience in financial planning. He has been with Prudent Financial Planning since 2017 and previously worked at Ave Maria University. Prudent Financial Planning offers portfolio management and comprehensive financial planning services primarily for individual clients, including high-net-worth individuals, as well as charitable organizations and employer-sponsored retirement plans. The firm employs a primarily passive investment approach and provides financial planning through tiered service packages that integrate various planning areas and include access to an online platform and financial behavior coaching.

Michael Cox is a financial advisor with CW Securities, LLC in Naples, FL, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has been with CW Securities since 2002 and is also an insurance agent, dedicating a small portion of his time to insurance appointments. Additionally, he operates Capital Wealth Management, LLC as a sole proprietor for expense management unrelated to securities. CW Securities, LLC provides investment supervisory services and portfolio management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines discretionary management with financial planning and consulting, developing client-specific investment policies implemented across various asset classes and management styles.

Nevin Woulas is a financial advisor at Pelican Wealth Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has been associated with Pelican Wealth Advisors and related entities since 2015. Outside of his advisory role, he is vice president of Michael J. Woulas Ph.D., Inc. Pelican Wealth Advisors serves individual clients, high-net-worth individuals, and trusts with personalized financial planning, discretionary portfolio management, and sub-advisory services. The firm employs a combination of fundamental, technical, and cyclical analysis to develop investment strategies and conducts regular account reviews supported by third-party research.