Kathleen Burke is a financial advisor at Elevation Point Wealth Partners, LLC with 44 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Elevation Point in 2025, she worked for UBS Financial Services from 2010 to 2025 and Merrill from 2005 to 2010. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, including high-net-worth clients, as well as retirement plans, trusts, and institutional clients. The firm employs a blend of strategic and tactical asset allocation across various investment vehicles and offers a range of portfolio management and retirement consulting services.

Steven Rowe is a CFP® with 39 years of industry experience, currently serving at DayMark Wealth Partners, LLC since 2025. He previously worked at Wells Fargo Advisors Financial Network LLC for 15 years, Wells Fargo Clearing for 2 years, and A. G. Edwards & Sons, Inc. for 12 years. Rowe also owns Multi-Dimensional Wealth Management Inc., an investment-related business based in Palm City, FL. DayMark Wealth Partners serves individual, high-net-worth, trust, retirement plan, and institutional clients, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis using a combination of internal models, third-party managers, and held-away account tools, employing various analytical methods and providing access to alternative and private securities alongside traditional investments.

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 21 years of industry experience. His prior roles include positions at LPL Financial LLC, Wells Fargo Clearing, Merrill, and Banc of America Investment Services. He serves as a for-profit board member of Treasure Coast Executives. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and ongoing oversight, utilizing both 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 38 years of industry experience. He is currently with Blackridge Asset Management, LLC and has previously worked at Centaurus Financial, Inc. and Peak Brokerage Services, LLC. Outside of his advisory role, he is involved in business consulting, tax preparation and planning as an enrolled agent, and sales of fixed insurance and legal shield plans through his own business entities. 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 utilizes a network of investment adviser representatives and offers access to model portfolios, third-party managers, and wrap programs, often employing a discretionary investment approach based on fundamental, technical, and charting analyses.

Leo Sage IV is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at LPL Financial LLC, Wells Fargo Clearing, Merrill, Banc of America Investment Services, Wamu Investments, and PRUCO Securities. Great Valley Advisor Group is a multi-team SEC-registered 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 through a mix of in-house strategies and third-party managers across various platforms.

Terra Howard is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her previous roles include positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, and she currently serves as a Supervision Principal at Peak Brokerage Services, an affiliate of her current holding company. Blackridge Asset Management delivers financial planning, investment management, and consulting services to a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a network of investment adviser representatives and utilizes a mix of discretionary portfolio management, model strategies, and third-party services supported by an affiliated turnkey asset management platform.

Ethan Freishtat is a CFP® with 26 years of industry experience and currently serves at Bay Colony Advisors. His prior work includes roles at Securities America, Inc., The Patriot Financial Group, and LPL Financial. He is a board member of Gateways, a nonprofit organization in the Boston area. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning and portfolio management. The firm combines family-office and concierge services with institutional retirement fiduciary offerings, utilizing a fundamental, long-term investment approach that incorporates model portfolios and third-party sub-advisers as appropriate.

Ruth Ladas is a financial advisor at Blackridge Asset Management, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Hamilton Group Funding and Mutual of Omaha Investor Services. Outside of her advisory role, Ladas is involved in real estate brokerage, insurance services, mortgage brokering, and home and beauty product sales. 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 portfolio management through a network of investment adviser representatives and utilizes affiliated turnkey asset management platforms and model strategies.

Ava Martin is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Elevation Point, she worked at Merrill and has experience in education and the restaurant industry. Elevation Point Wealth Partners provides investment advisory services to individuals, retirement plans, trusts, and institutional clients, offering portfolio management through a range of model portfolios and separately managed accounts that combine strategic and tactical asset allocation.

Kristopher Bonocore is a financial advisor with Gladstone Wealth Partners, holding Series 66 and Series 63 licenses and bringing 22 years of industry experience. He has worked with firms including Merrill, The Mutual Fund Store, Financial Engines Advisors, LendingOne, and LPL Financial. Outside of his advisory role, he manages KB Wealth Enterprises, a business entity used for tax and investment purposes. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of about 100 advisors. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an investment approach that includes individual securities, mutual funds, alternative investments, and tax-managed strategies vetted by its Investment Committee.

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 with Elevation Point Wealth Partners, LLC, holding a Series 66 credential and eight years of industry experience. Prior to joining Elevation Point Wealth Partners in 2025, Marsh worked for UBS Financial Services from 2018 to 2025 and operated Taylor Marsh, LLC from 2016 to 2018. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a blend of strategic and tactical asset allocation through various model portfolios and separately managed accounts, with notable offerings that include alternatives access and technology-enabled services for held-away accounts.

Jeffrey Boron is a financial advisor at Blackridge Asset Management, LLC with 23 years of industry experience. His career includes roles at Peak Brokerage Services, LLC and Equitable Advisors. He serves as President of Send Your Kids To College, a nonprofit focused on college planning and consulting. 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 uses a network of investment adviser representatives and offers tailored portfolio management with access to model portfolios, third-party managers, and estate-planning referrals.

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.