Jonathan Gassman is a CFP® and PFS™ with 17 years of industry experience, currently serving at NewEdge Advisors. His prior work includes roles at Prager Metis CPAs, American Portfolios Financial Services, G&G Planning Concepts, and Gassman & Gassman CPA PC. Outside of advisory services, he is President of Shymoose Holdings Inc., a holding company for Hippo Leadership Campus. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and consulting services, utilizing technology and a range of program structures combining in-house and third-party strategies.

Grant West is a financial advisor at Valic Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Valic Financial Advisors since 2016 and at Agia since 2022. Outside of his advisory role, he is an agent involved in non-securities insurance products. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and wrap programs, utilizing discretionary unified managed accounts and overlay services through a large network of advisors.

Bradley Baumgartner is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63, 65, and 66 credentials and 44 years of industry experience. His prior experience includes eight years with Valic Financial Advisors. He has been with Stratos Wealth Partners and affiliated LPL Financial since 2012. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a broad range of clients, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, using an open-architecture investment approach with customizable portfolio management and integrated third-party platforms.

William Tricarico is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, Cerity Partners, and Morgan Stanley. Outside of finance, he operated Sole Swap Sneakers, a business related to sneaker trading. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blended active and passive strategy framework and provides a range of financial, tax, and business management solutions.

Brandon Vietti is a financial advisor with Guardian Life in Fort Lauderdale, FL, holding a Series 66 designation. He has been with Guardian Life and its related entities since 2024 and has prior experience at Oakmont Public Adjusting. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Ross Price is a financial advisor at Valic Financial Advisors with 33 years of industry experience. He holds the Series 66, Series 63, and Series 65 credentials. Prior to joining Valic Financial Advisors in 2025, he spent 20 years at Fifth Third Securities and also managed a small business, Price Renovations LLC, for one year. Additionally, he is appointed to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through an extensive network of advisors and emphasizes the use of centralized technology and model solutions.

Carey Blecher is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NewBridge Securities Corporation, Mora Wm Securities, and LPL Financial, LLC. He has been with Oppenheimer since 2022. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of advisory programs with both discretionary and non-discretionary management, covering equity, balanced, and fixed-income portfolios alongside consulting and retirement services.

Charles Thomas is a CFP®-certified financial advisor with five years of industry experience. He has worked at Farther since 2026 and previously held roles at Northstar Financial Planners, Mustard Seed Wealth Management, and Bodcaw Bank. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform complemented by in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and a range of asset classes, including ETFs, mutual funds, equities, and fixed income.

William Braun is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at B. Riley Wealth Management and National Securities Corporation. Braun serves as president of a pass-through corporation used for tax purposes. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Karina Romero is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 designations and 19 years of industry experience. Her career includes roles at Wells Fargo Clearing and Wachovia Bank, N.A. She is currently based in Lighthouse Point, FL. Fifth Third Securities serves a diverse client base including high-net-worth individuals, institutional clients, corporations, trusts, and retirement accounts through both advisory and brokerage services. The firm offers investment management via the Passageway Managed Account Program, utilizing multiple program types and third-party portfolio managers to meet varied client needs.

Mayra Dennis is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has worked with various SunTrust entities since 2016, including SunTrust Advisory Services and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a comprehensive supervisory structure.

Matthew Grosjean is a financial advisor at Lincoln Investment with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at A.G.P. / Alliance Global Partners and Foresters Advisory Services. Lincoln Investment Planning, LLC is a large enterprise firm that serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by a dedicated in-house Investment Management & Research team.

Jeffrey Seltzer is a financial advisor with Centaurus Financial, Inc. He holds a Series 63 designation and has 34 years of industry experience. Prior to his current role at Centaurus Financial, he worked at Cetera Advisors LLC and First Allied Advisory Services. Outside of advisory services, he serves as president of Seltzer & Company, Inc., an agency offering health insurance and Medicare plans. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts.

Joseph Moosa is a financial advisor with Janney Montgomery Scott in Ft. Lauderdale, FL, holding a Series 66 designation and seven years of industry experience. His background includes four years with Nexus Insurance Brokers before joining Janney Montgomery Scott, where he has worked in multiple roles since 2018. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services with a blend of in-house and third-party portfolio management.

Tony Tringali is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 65 and Series 63 licenses and possessing 13 years of industry experience. His prior work includes positions at PRUCO Securities, LLC and Agia, where he also serves as an agent for non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services, utilizing discretionary unified managed accounts and centralized technology to manage a broad client base.

James Carbone is a CFP® and ChFC® with 33 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has held roles at Ameritas Investment Company, Ameritas Life Insurance Corp, Hornor Townsend & Kent Inc, and Principal Financial Group. Ameritas Advisory Services, LLC provides investment advisory and planning services to a broad range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers various asset management and consulting solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Joseph Orsini is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He is currently an advisor at Oppenheimer, having previously worked at firms including Mercor, TopStep LLC, Meli Vora Advisors, and Eaglebrook Advisors. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base that includes individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management approaches.

Ignacio Holguin is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked with Truist since 2022 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and extensive inter-affiliate integration.

Linda Weinstein is a financial advisor with Truist Advisory Services in Coral Springs, FL, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. She has been with SunTrust Advisory Services and affiliated entities since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Erik Alexander is a financial advisor at First Citizens Investor Services, Inc. with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Truist Advisory Services, SunTrust, Chase Investment Services, Merrill, and Wells Fargo Clearing. Outside of advising, he is president of Alexander Outdoors, Inc., a family safety and emergency preparedness consultation service, and serves on the Dean's Advisory Board for an Honors College. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, utilizing a client-focused approach based on fundamental, quantitative, and technical analysis across various investment products.