Darryl Grayson is a financial advisor with ACR Alpine Capital Research, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with ACR Alpine Capital Research since 2017 and previously worked at IMST Distributors, LLC and Alpine Investment Management, LLC. Grayson is also involved in managing client relations and distribution for Alpine Capital Research's mutual fund and SMA product lines. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, including high net worth individuals and retirement plans. The firm employs a fundamentally valuation-based, bottom-up investment approach across equity and multi-asset strategies and manages a diverse range of products including mutual funds, private limited partnerships, and wrap programs.

Daniel Charley is a financial advisor with Concorde Asset Management, LLC, holding a Series 66 credential and bringing 10 years of industry experience. He has been with Concorde Asset Management since 2016 and also serves as President and 50% owner of Alpine Brokerage Services, an insurance agency. Outside of his advisory work, he is involved in a website development and graphic design business as a member of ThinkSonic Media, and he holds ownership interests in hospitality and insurance wholesaling ventures. Concorde Asset Management serves individual, corporate, and retirement-plan clients through discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios using model portfolios and third-party strategists, and provides ERISA retirement-plan advisory services along with participant advice.

Jeremy Ervin is a CFP® professional with 15 years of industry experience, currently serving as an advisor with Inspire Advisors, LLC. He previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he is a partner in Kairos Land and Home LLC, a real estate investment company. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual and high-net-worth clients along with institutions and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a mix of fundamental, technical, and quantitative methods in portfolio construction.

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.

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.

Charles Wilner is a financial advisor at Blackridge Asset Management, LLC with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Wilner is also the president of BetOnU, Inc., where he teaches individuals, and he works as an insurance agent. Blackridge Asset Management offers financial planning, investment management, and consulting services through a network of investment adviser representatives, serving individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a combination of fundamental, technical, and charting analysis in its investment approach and features a multi-office distribution model with approximately 66 advisors.

Andrea Cording is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and 15 years of industry experience. She previously worked at UBS Financial Services Inc. for 16 years before joining Elevation Point Wealth Partners in 2026. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, including high-net-worth clients, retirement plans, trusts, and other institutional clients. The firm employs a blend of strategic and tactical asset allocation through various managed portfolios and offers technology-enabled services for held-away accounts.

Byron Matysek is a financial advisor at BFC Planning, Inc. with Series 65 and Series 63 licenses and one year of industry experience. His prior experience includes roles at Berthel, Fisher & Company Financial Services, State Street Tax & Accounting Advisors LLC, M Group Advisors LLC, and Free of Fear Corp. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and manages approximately $3.8 billion in client assets through a network of independent advisory representatives.

Karen Cameron is a financial advisor with Northern Trust Securities, Inc. She holds Series 65, Series 63, and Series 66 licenses and has 24 years of industry experience. Her career includes roles at Janney Montgomery Scott, UBS Financial Services, Morgan Keegan & Company, and Morgan Stanley. She has been with Northern Trust Securities since 2016. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients, offering portfolios that include proprietary and third-party mutual funds, ETFs, and separately managed accounts.

Andrew Plum is a Certified Financial Planner® (CFP®) with 24 years of industry experience. He is currently with Elevation Point Wealth Partners, LLC, where he has worked since 2025. Prior to this, he spent 15 years at UBS Financial Services and 9 years at Merrill. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a strategic and tactical asset allocation approach through various portfolios and model series, serving a diverse client base including high-net-worth individuals.

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.

Timothy Anderson is a CFA® charterholder with 24 years of industry experience. He is currently with RiverFront Investment Group, LLC, where he has held roles since 2008, including his current position since 2022. His prior experience includes working at Alps Distributors, Inc. and Wells Fargo Clearing. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a valuation framework combined with tactical asset allocation and security selection across global fixed income and equities, implementing strategies through various model platforms and customized portfolio solutions.

Thomas Cullen is a financial advisor at Elevation Point Wealth Partners, LLC with 19 years of industry experience. He holds a Series 66 designation and has held positions at Merrill, UBS Financial Services, and Purshe Kaplan Sterling Investments. Cullen is a partner, senior portfolio manager, and investment committee member at Elevation Point Wealth Partners’ DBA Loxahatchee Capital and provides insurance advice under his fixed insurance license. Elevation Point Wealth Partners delivers discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a blended strategic and tactical asset allocation approach across various investment vehicles, including separately managed accounts and model portfolios, and offers alternatives through its Alt:62 platform along with technology-enabled services for held-away accounts.

Greggory Brant is a CFP® with 12 years of industry experience and is currently affiliated with Sowell Management. He has previously worked at firms including Prudent Insurance, Atlantic Wealth Partners, JPMorgan Securities, JPMorgan Chase Bank, Ameriprise Financial Services, and Sanford C. Bernstein & Co. Brant holds a Florida Producer Insurance License and has involvement in related business activities as an authorized member of investment-related entities. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios, third-party manager selection, and unified managed account solutions, operating through an independent-contractor model with over 100 advisors.

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.

Cary Levine is a financial advisor with B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management, holding a Series 66 designation and 27 years of industry experience. His prior experience includes roles at National Securities Corporation and Gilman Ciocia, Inc. Levine is also president of Integrity Wealth Advisors LLC and Integrity Tax, LLC, which provides tax services. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a wide range of advisory programs, financial planning, and retirement solutions.

Mark Bluestein is a financial advisor with Wedbush Securities Inc., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Wedbush Securities since 2020 and previously spent four years with Wells Fargo Clearing. Outside of his advisory role, he manages a real estate development partnership in Bucharest, Romania. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm supports tailored portfolio management strategies and administers SMA, MMA, UMA, and IMA offerings.

John Tassone is a financial advisor at CW Advisors, LLC in Jupiter, FL, with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including FFT Wealth Management, Boston Private Wealth LLC, and BakerAvenue. CW Advisors, LLC is a multi-team registered investment adviser with approximately $15 billion in assets under management, serving a diverse client base including individuals, families, trusts, charitable organizations, and pension plans. The firm employs a Core-and-Satellite investment framework that integrates active, passive, quantitative, and ESG strategies across multiple asset classes, and offers services such as wealth management, financial planning, retirement plan advisory, and family-office solutions.

James Clifford is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Royal Fund Management since 2013 and also owns Lifestyle Retirement Solutions LLC, where he provides insurance products, including fixed annuities. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with portfolio management, financial planning, and pension consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to implement investment strategies aligned with clients’ risk tolerances and offers specialized services such as options writing and access to select non-traded REITs.

Christopher Callaway is a CFP® with 14 years of industry experience. He is currently with Belpointe Asset Management LLC and has held positions at firms including Independent Financial Partners, Valley Wealth Managers, and Charles Schwab. Outside of financial advising, he is the owner and boat captain of a marine services business. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and third-party models while providing various administrative services to affiliated entities.