Jess Gaines is a financial advisor with Latitude Advisors, LLC in Fort Pierce, Florida. He holds a Series 66 designation and has 26 years of industry experience. Gaines has worked at Latitude Advisors since 2009 and has a long tenure with Berger Toombs Elam Gaines & Frank, CPAs, LLC. Outside of advising, he serves on the board of trustees for Lawnwood Regional Medical Center and is president of the Backus Scholarship Fund, a nonprofit organization that awards scholarships. Latitude Advisors serves individual investors, including high-net-worth clients, as well as business clients by 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.

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 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.

Erik Wilson is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior work includes roles at World Equity Group, Triumph Wealth Advisors, and several other firms. He has also been involved with Legacy Resource Centers since 2009. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering model portfolio solutions, direct asset management, and retirement plan services. The firm manages approximately $3 billion through a network of investment adviser representatives and focuses on a broad suite of discretionary strategies supported by a diverse affiliated-entity ecosystem.

Richard Shelley is a financial advisor at Advisor Share Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Apollo IQ, LLC and Aegis Wealth Management, Inc. He is also the CEO of Apollo Risk Management, a consulting business focused on minimizing financial risks. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension plans. The firm offers portfolio management, retirement plan services, and a web-based asset management platform, typically implementing strategies through third-party sub-advisers and model portfolios.

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.

Steven Swindler is a CFP® professional with 20 years of industry experience, currently affiliated with HBKS Wealth Advisors. He previously worked at Purshe Kaplan Sterling Investments for 11 years and has been with Hbk Sorce Advisory LLC since 2006. Outside of his advisory role, Swindler is a CPA involved in tax accounting and holds leadership positions in several nonprofit organizations, including serving as treasurer for the Martin County Gator Club and board member for Martin County Healthy Start. HBKS Wealth Advisors serves individual and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm utilizes tailored portfolios managed through proprietary models, sub-advisors, and multiple platform arrangements, providing a broad range of strategies without specializing in any single area.

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.

Jason Nunnery is a CFA®-designated financial advisor with nine years of industry experience. He is currently with HBKS Wealth Advisors and previously worked at firms including JP Morgan Chase Bank NA and Wilmington Trust, N.A. There are no notable outside activities reported. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients by providing personalized investment management and financial planning. The firm uses a variety of strategies and proprietary model portfolios to manage discretionary accounts and offers a specialized high-net-worth service known as Level 3.

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.

Stephen Schramm is a CFP® and PFS™ with 26 years of industry experience, currently advising at HBKS Wealth Advisors. He previously worked at Purshe Kaplan Sterling Investments for 11 years and has over two decades of involvement with Hill, Barth & King LLC and HBK Sorce Advisory LLC. Schramm serves on the board of directors for House of Hope, a charitable organization in Stuart, Florida. HBKS Wealth Advisors serves a diverse client base, including individuals, retirement plans, and institutional clients, providing customized investment management and financial planning. The firm employs a broad range of strategies and utilizes proprietary models and multiple platform arrangements, offering services such as tax overlay and cryptocurrency exposure without specializing in any single investment area.

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.