Donald Antonacio is a financial advisor at BCG Securities, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at PricewaterhouseCoopers LLP and Verittas Risk Advisors Inc. earlier in his career. BCG Securities serves institutional retirement plans and individual clients with accounts typically above $25,000, offering portfolio management, financial planning, pension consulting, and related advisory services. The firm focuses on developing written investment policy statements and tailoring recommendations to client goals, often implementing advice on a non-discretionary basis while utilizing independent third-party managers.

Barton Francis is a CFP® and Series 66-registered financial advisor with 21 years of industry experience. He currently works at Oxford Financial Group, Ltd., where he has been since 2023. Prior to that, he spent 13 years at Bessemer Investor Services, Inc. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals and families, as well as institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach across public and alternative asset classes.

Kirsten Tuzzo is a financial advisor with New Edge Wealth, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior experience includes eight years with Bank of America and Merrill. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary investment solutions, supplemented by AI-assisted analytics with human oversight.

Jill Rance is a financial advisor at Dakota Wealth, LLC with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Dakota Wealth since 2018, following four years at Boston Private Wealth LLC. Dakota Wealth Management provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, trusts, retirement plans, and charitable organizations. The firm constructs customized portfolios using a variety of investment vehicles and employs research that combines fundamental, technical, cyclical, and charting analysis.

Barry Yankelevitz is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at American Portfolios Financial Services, Inc. for 14 years and operates a tax preparation business as a CPA. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations through a range of advisory programs, retirement plan services, and financial planning, offering both discretionary and non-discretionary investment strategies across multiple asset classes.

Richard Robinson is a financial advisor at KCD Financial, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining KCD Financial, he worked at Guided Financial Advisors and has a varied background including work at Florida Atlantic University and in the service industry. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm provides asset management, financial planning, and portfolio appraisal services to individuals, corporate plans, and charitable organizations, offering a range of investment strategies and access to third-party management programs.

Daniel Pecoraro is a financial advisor at Compass Financial Management LLC with 27 years of industry experience. He holds Series 63 and Series 66 designations. Pecoraro has worked at multiple firms including Prudential Insurance Company of America and MML Investors Services, LLC. He is co-owner of Pecoraro Fisher and Partners Wealth Group Insurance Agency, which provides holistic insurance solutions. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education through a multi-advisor team managing approximately $894 million in assets. The firm employs a variety of investment strategies including equities, fixed income, mutual funds, ETFs, and uses both internal and third-party portfolio management.

Jose Lopez is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2008 and has maintained a self-employed status since 2004. Outside of his advisory work, Lopez owns and supervises an online retail store and serves as an insurance agent specializing in fixed and fixed index annuities and life insurance products. Capital Analysts serves a diverse clientele including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm employs a team-driven investment approach with discretionary and non-discretionary portfolio management options, leveraging proprietary research and model portfolios alongside access to third-party managers.

Elizabeth Rockwell is a CFP® with 20 years of industry experience currently serving at Summit Financial, LLC. She previously worked at UBS Financial Services Inc. and Fieldpoint Private Securities LLC. Rockwell serves as a Trustee for the Greenwich Historical Society, which focuses on preserving local history and educational programs in Greenwich, Connecticut. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, blending discretionary and consultative approaches to meet client needs.

Richard Gluck is a financial advisor at OneSeven with nine years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Nardis Advisors, LLC. In addition to his advisory role, Gluck contributes written commentaries for Concise Capital Management, LP, a hedge fund. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a primarily long-term investment approach with diversified portfolios, including access to alternative investments and private placements.

Robert Wroblewski is a financial advisor with Momentum Independent Network Inc. in North Palm Beach, FL, holding a Series 63 designation and 30 years of industry experience. He has worked at SWS Financial Services Inc. since 2015 and has been self-employed since 2001. Outside of advisory services, he owns and operates a Medicare supplement and advantage insurance business as well as a tax preparation service. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage relationships. The firm utilizes third-party managers and Envestnet for investment advice and account management, offering a range of investment advisory programs, managed accounts, financial planning, and brokerage services.

Adam Levy is a financial advisor at Andersen with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Andersen Tax LLC since 2006. Andersen provides full-service investment consulting, limited professional consulting, and performance measurement and reporting to successful individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, focusing on strategic investment plans, portfolio optimization, and consolidated performance reporting integrated with tax and financial planning.

David Weiland is a financial advisor at Integrity Advisory Solutions with nine years of industry experience. He holds a Series 65 designation and previously worked at AlphaStar Capital Management, Regal Investment Advisors, and The Assurance Group, where he serves as a Regional Sales Director managing fixed insurance and annuity sales. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes a range of investment strategies alongside third-party platforms and affiliated program sponsorships.

Christopher Adams is a CFA® charterholder with seven years of industry experience. He is currently a financial advisor at Citizens Private Wealth and has previously worked at HSBC Private Bank and SunTrust Advisory Services. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and foundations. The firm offers discretionary and non-discretionary investment management within an open-architecture framework, combining quantitative and qualitative research, and benefits from its affiliation with Citizens Bank, N.A., which provides unique product and operational features.

James Pankey is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Latitude Advisors since 2019 and GWN Securities Inc. since 2011, while also maintaining a full-time CPA practice. Pankey is based in Wellington, FL. Latitude Advisors serves individual and business clients, including high-net-worth investors, providing financial planning, discretionary portfolio management, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Gregory Rothstein is a financial advisor with B. Riley Wealth Advisors, Inc. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at National Securities Corporation and Bank of America. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a broad range of advisory programs, financial planning, and retirement solutions.

Thomas Appleby is a financial advisor with Advisory Services Network holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Stifel and Barclays Capital Inc. He is also a partner in Andesite Investment Partners, a real estate investment venture based in Boynton Beach, Florida. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with a range of investment strategies and implementation options.

James Tierney Jr. is a financial advisor at Robertson Stephens Wealth Management with 41 years of industry experience. He has been with Robertson Stephens since 2013, including his current role at Robertson Stephens Wealth Management since 2018. He holds Series 63 and Series 65 licenses. Robertson Stephens Wealth Management provides advisory services to individual clients, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight from an Investment Office and Committee, managing over $7 billion in client assets as of December 31, 2024.

Christopher Gioia is a financial advisor at Oxford Financial Group, Ltd with one year of industry experience. He holds a Series 65 designation and previously worked at Tannenbaum Capital Group, ArmaVir Partners, and Cowen Inc. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, institutions, and business owners by providing family office and CIO services, estate planning, fiduciary trust administration, and access to private market investments. The firm’s investment approach focuses on diversified asset allocation across public and alternative assets and offers both discretionary and non-discretionary solutions.

Joshua Crossman is a financial advisor with Dakota Wealth, LLC in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at The Sharp Financial Group, Boston Private Wealth LLC, Bank of America, and Merrill. Dakota Wealth, LLC serves a diverse clientele including high net worth individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm provides wealth management, investment management, financial planning, and retirement advisory services, with a focus on customized, primarily long-term portfolios that incorporate a range of asset types and include active management of private funds and ETFs.