Steven Rowe is a CFP® professional with 38 years of experience in the financial services industry. He is currently with DayMark Wealth Partners, LLC and previously worked for 15 years at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he owns Multi-Dimensional Wealth Management Inc., a financial practice based in Palm City, FL. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets. The firm offers a range of investment and consulting services, utilizing a combination of in-house and third-party management, and incorporates various analytical approaches including ESG and digital assets.

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.

Robert Hogan is a Certified Financial Planner (CFP®) with 13 years of industry experience. He currently works at The Mather Group, LLC and previously spent 38 years at Hogan Knotts Financial Group. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and offers customization options such as direct indexing and ESG portfolios.

David Gornitzky is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and bringing 21 years of industry experience. His prior experience includes roles at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors LLC. He serves as a board member for Treasure Coast Executives, a for-profit organization based in Stuart, Florida. Great Valley Advisor Group is an SEC-registered, multi-team 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, employing a mix of 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.

Joseph Grutta is a Certified Financial Planner (CFP®) with 37 years of industry experience. He is currently with Blackridge Asset Management, LLC and has prior experience at Centaurus Financial, Inc. and Peak Brokerage Services, LLC. In addition to his advisory role, he is involved in business consulting, tax preparation and planning as an Enrolled Agent, and the sales of fixed insurance and legal plans. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored financial planning and model-based portfolio management through a network of investment adviser representatives and uses a combination of fundamental, technical, and charting analysis across its platforms.

Leo Sage IV is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 22 years of industry experience. He previously worked at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Sage provides investment advisory services through Great Valley Advisor Group, an independent firm. Great Valley Advisor Group is an SEC-registered multi-team 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, emphasizing individualized portfolio construction and ongoing oversight using a mix of in-house strategies and third-party managers.

Terra Howard is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 66 licenses and having 25 years of industry experience. She has worked at Wells Fargo Advisors and Merrill Lynch, Pierce, Fenner & Smith Inc., and currently serves as a Supervision Principal at Peak Brokerage Services, an affiliate of her current firm. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations through a network of investment adviser representatives. The firm utilizes a mix of fundamental, technical, and charting analysis applied via model portfolios and affiliated turnkey asset management platforms.

Ruth Ladas is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked with Blackridge Asset Management since 2020 and previously held roles at Peak Brokerage Services, Hamilton Group Funding, and Mutual of Omaha. Outside of financial advising, she is involved in real estate brokerage, insurance services, mortgage brokering, and home and beauty product sales. Blackridge Asset Management serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations with financial planning, investment management, and consulting services. The firm employs a model-based portfolio management approach through a network of investment adviser representatives and utilizes affiliated platforms and third-party managers.

Kristopher Bonocore is a financial advisor with Gladstone Wealth Partners in Jupiter, FL, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at Gladstone Institutional Advisory since 2019 and held prior roles at LPL Financial and Financial Engines Advisors. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to a variety of investment solutions, with an emphasis on integrating retirement-plan services and institutional manager relationships.

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.

Taylor Marsh is a financial advisor at Elevation Point Wealth Partners, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2018 to 2025. Marsh also operated his own firm, Taylor Marsh, LLC, from 2016 to 2018. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities, utilizing model portfolios with tactical asset allocation and incorporating third-party managers and private-market opportunities.

Jeffrey Boron is a Series 66 credentialed financial advisor at Blackridge Asset Management, LLC with 23 years of industry experience. He has been with Blackridge since 2015. Outside of his advisory role, he serves as President of Send Your Kids To College, a nonprofit focused on college planning consulting and forms preparation. Blackridge Asset Management provides financial planning, investment management, and related consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations through a network of investment adviser representatives. The firm uses model-based portfolio management and offers various wrap-fee programs while employing fundamental, technical, and charting analysis in its investment approach.

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.

Alfred Townsend Jr. is a financial advisor at Advisory Services Network with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked with several firms, including Regal Investment Advisors and CS Advisors. In addition to his advisory work, Alfred is an independent insurance agent and a partner in a service company related to advisory and insurance services. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent representatives. The firm offers a range of portfolio management and financial planning services, utilizing a variety of investment strategies and flexible engagement options.

William Kelly is a Series 65-licensed financial advisor with Sowell Management and has one year of industry experience. His prior roles include positions at Barclay Breland Family Office, self-employment, and teaching at Florida Atlantic University and Jupiter Community Middle/High School. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers model portfolios, sub-advisory relationships, and unified managed account solutions while supporting over 100 independent advisers.

Lacey Thompson Krul is a financial advisor with Foundations Investment Advisors LLC in Stuart, FL. She holds a Series 66 designation and has three years of industry experience. Prior to joining Foundations in 2026, she worked with firms including Transce3nd LLC and e3 Consultant Group. Outside of her advisory role, she is the president and founder of Surefire Financial, where she oversees insurance advising. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.

Christopher Sherer is a financial advisor with Kovack Advisors, Inc. in Stuart, Florida, holding Series 63 and Series 65 licenses with 36 years of industry experience. His prior experience includes roles at Securities America Inc. and Osaic Advisory Services, LLC. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and advisory programs utilizing both internally created models and third-party managers.

Sean Quinn is a financial advisor with International Assets Investment Management, LLC, holding a Series 63 designation and 38 years of industry experience. Prior to joining International Assets in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2007 to 2019. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management using various investment vehicles and may implement strategies via third-party money managers, sub-advisers, or wrap programs.

Rafat Jadon is a financial advisor at Regal Investment Advisors LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services, Questar Capital Corporation, and National Planning Corporation. In addition to his advisory role, he is involved in insurance services through his own brokerage and marketing businesses. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management to independent advisers and serves a variety of client types, including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party model portfolios with discretionary implementation handled by Regal on behalf of clients.