Robin Hofheinz is a financial advisor with Creativeone Wealth, LLC who holds Series 63 and Series 65 credentials and has five years of industry experience. He has worked with ChangePath, LLC since 2021 and operates the Retirement Freedom Team under Financial Transitions Group, LLC, focusing on life insurance and annuity sales. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms, managing primarily discretionary accounts using a variety of portfolio strategies including ETFs, mutual funds, and private investments.

Talia Cyr is a financial advisor at William Joseph Capital Management, Inc. with two years of industry experience. She holds a Series 65 designation and has previously worked at Loomis Sayles and Target. Additionally, she is an insurance agent affiliated with Joseph E. Goss, Ltd., where she sells life and annuity insurance products. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning and portfolio management, utilizing customized portfolio construction alongside third-party sub-advisors accessed through the AssetMark platform.

Joshua Procaccini is a financial advisor at ValMark Advisers, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked with ValMark Advisers since 2008 and its affiliated firms since 2004. Outside of his advisory role, he serves as a consultant for Wealth Impact Partners’ Donor Activation Program and is an assistant football coach for the Freetown Lakeville Regional School District. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

Gregory Gauthier is a financial advisor at Belpointe Asset Management LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Oppenheimer, Mass Mutual Life Insurance Company, and MML Investors Services. Outside of advising, he owns and consults for Aperçu Business Advisors, a business valuation firm, and serves as an ice hockey official. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for thousands of clients, including individuals, corporations, and trusts. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, implementing customized portfolios through multiple advisor-specific strategies and third-party manager relationships.

William Goldsmith is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Gateway Wealth Partners, LLC and has previously worked at OSAIC and SagePoint Financial. Outside of advising, he is involved in personal development media through his own platform, Focused Vision, where he produces content and interviews on health, wellness, and entrepreneurship, and he serves as a board member of Congregation Agudath Achim. Gateway Wealth Partners provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate, and manages approximately $1.25 billion in assets.

Dennis Coite is a CFP® professional with 12 years of industry experience, currently serving at StoneX Advisors Inc. since 2015. He has also been affiliated with StoneX Securities Inc. since 2014 and operates Ron Coite & Associates, which offers health, life, and long-term care insurance sales as well as tax preparation services. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations through a combination of independent advisors and an in-house Private Client Group. The firm employs advisor-managed portfolios, proprietary models, and third-party money managers to serve a diverse client base.

Louis Della Valle is a financial advisor with Dakota Wealth, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments, C2C Wealth Management, LPL Financial, Osaic FA, and UBS Financial Services. He serves as treasurer and board member for a condominium association in Laconia, NH. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management to individuals, trusts, foundations, retirement plans, charitable organizations, business enterprises, and pooled investment vehicles. The firm employs a long-term, customized investment approach using fundamental, technical, and quantitative analysis, and is involved in managing pooled and private fund structures as well as acting as a sub-advisor to a registered ETF.

Elissa Schwartz is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including New York Life and Mass Mutual. Outside of finance, she owns and operates Beau Coeur Equestrian, providing equestrian coaching and riding instruction. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for thousands of clients, including individuals, corporations, and trusts. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios and a variety of advisory relationships.

Heather Ankstitus is a financial advisor with United Capital Financial Advisors, holding a Series 65 designation and 12 years of industry experience. She has been with United Capital Financial Advisors since 2014. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, supported by client-facing technology and a range of ancillary services.

Sean Holly is a financial advisor with Belpointe Asset Management LLC, holding a Series 66 license and with 20 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 11 years and has been with Belpointe and its related entities since 2017. Outside of his advisory role, he is a co-owner of a real estate business. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, utilizing customized portfolios and various advisory relationships.

Stephen Dellelo is a ChFC® with 35 years of experience in financial advising. He is currently with Prosperity Capital Advisors and has previously worked at Next Financial Group, Investors Capital Corp., and Eastern Point Advisors. He is the owner of Retirement Income Strategies LLC, doing business as Dellelo Wealth Management, and also serves as President of Shovel Town Tax, LLC, which offers tax preparation services. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporations, and retirement plans. The firm employs model-based, asset-allocation strategies and offers services such as separately managed accounts and retirement plan consulting.

Christopher Torres is a financial advisor with Integrated Wealth Concepts LLC in North Attleboro, MA, holding Series 63 and Series 65 licenses with three years of industry experience. He is also a partner at Taylor & Company PC, a CPA practice, where he has worked since 2015. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Otto Schleinkofer is a financial advisor with Integrated Wealth Concepts LLC who holds CPA credentials and has two years of industry experience. He has been a principal at the CPA firm Fernandes & Charest P.C. since 2020 and previously worked with Clifton Larson Allen from 2015 to 2020. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, and structures customized portfolios primarily with mutual funds, ETFs, equities, and fixed income using a long-term investment approach.

Steven Earle is a financial advisor at Guardian Life with three years of industry experience. He holds a Series 66 designation and has worked at firms including Park Avenue Securities and Mass Mutual Investors Services. Outside of his advisory role, he is involved with Evolution Financial LLC, a business unrelated to investments. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of investment management and financial planning solutions tailored to client needs, supported by proprietary programs and third-party platforms.

Ali Shah Mohammadi is a CFP®-certified financial advisor with nine years of industry experience. He is currently with TD Private Client Wealth LLC and previously worked at Citizens Securities, Santander Bank, and Prudential Insurance Company of America. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a mix of affiliated and third-party sub-managers combined with strategic and tactical asset allocation.

David Santoro is a CFP® with 18 years of industry experience, currently practicing at Commonwealth Financial Network and leading Santoro Financial Planning Group since 2020. His prior roles include positions at MCB Financial Services and Eagle Strategies. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform with a range of managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Garfield Davidson is a financial advisor at Valic Financial Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Valic Financial Advisors since 2015. Outside of his advisory role, he is involved in managing family rental properties. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Andrew Gomes is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, Merrill, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates through integrated services linked to Empower’s recordkeeping and administrative platforms.

Chandler Winchester is a financial advisor at Guardian Life with nine years of industry experience. He holds a Series 66 credential and has worked at firms including Securian Financial Services, SAGEPOINT FINANCIAL, and OSAIC. He also operates a wealth management practice under the DBA Lifepoints Financial. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary programs, third-party solutions, and insurance products through its connection with Guardian Life.

Brian Hertzberg is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Commonwealth Financial Network and Ames Financial Services in multiple periods since 2010, and previously held roles at Pruco Securities, LLC and The Prudential Insurance Company of America. Hertzberg is also involved in fixed insurance sales as an agent under the name Ames Financial Services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized investment options, while providing operational, compliance, and practice-management resources to affiliated advisors.