Joshua Haron is a financial advisor at Haron Capital Management, LLC, an independent firm he has led since 2018. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including six years at Bank of America and Merrill. Haron Capital Management provides discretionary portfolio management and retirement-plan rollover advice to high-net-worth, accredited investors. The firm employs a value-oriented, dividend-growth strategy with a concentrated portfolio approach and incorporates fundamental, behavioral, and technical analyses, alongside specialized offerings such as exposure to crypto assets and performance-based fee arrangements.

Aaron Wade is a Series 65-licensed financial advisor with 14 years of industry experience. He is the principal of Osprey Money Management, LLC and also owns A.M. Wade, LLC, an entity established for tax purposes. Osprey Money Management provides written financial planning and assists clients in selecting third-party investment advisers. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, focusing on long-term investment approaches tailored to clients’ risk tolerance and time horizon without directly managing client assets.

Scott Jackson is the principal of Jackson Private Wealth Management, Inc., an independent firm based in Cocoa, Florida. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to founding his firm in 2012, he worked at Edward Jones, Merrill, and Citigroup Global Markets. Jackson is also a licensed insurance agent, though he has not actively engaged in insurance sales since becoming licensed. Jackson Private Wealth Management is a boutique registered investment adviser that serves individual clients, including high-net-worth households, as well as businesses, charities, and pension clients. The firm provides portfolio management and financial planning services, offering customized strategies focused on broadly traded securities and a conservative, low-turnover approach. It also provides a white-labeled cash management portal called SimpleCash and occasionally refers clients to outside money managers for alternative investments.

Colin Symons is a CFA® charterholder with 26 years of experience in the financial industry. He is currently with Lloyd Financial Group LLC, where he has worked since 2025. Prior to this, he was with Symons Capital Management, Inc. for 24 years and also spent time at Strategic Wealth Partners, Ltd. from 2021 to 2023. Lloyd Financial Group LLC provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, and estates. The firm employs a fundamental analysis approach with a long-term orientation, using low-cost mutual funds, ETFs, and, when appropriate, individual securities, while acting as a fiduciary and overseeing client portfolios with tailored strategies.

Andrea Hall is a financial advisor at Proverbi Capital Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has worked at several firms, including AE Wealth Management, Big Financial Services, and Arbor Financial Services. Outside of her advisory work, Hall is also active as a licensed real estate agent with Waves Realty. Proverbi Capital Advisors provides discretionary asset management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm manages approximately $14.4 million across about 110 client relationships, tailoring investment programs to each client’s goals and risk tolerance using fundamental and cyclical analysis.

Arthur Roth II is a financial advisor at BFC Planning, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BFC Planning since 2013. Prior to and concurrently, he has worked at Berthel Fisher & Company Financial Services since 2006. Outside of his advisory roles, Roth is president of Roth Financial Group and Roth Tax Advisory Group, which focus on investments, insurance, and tax preparation. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, and trusts, through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing multiple platforms and allowing tailored fee structures and investment strategies.

Tony Graybeal is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and SunTrust Advisory Services. Outside of advisory work, he consults for a space company on local demographics, environmental concerns, and real estate expansion. 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, investment and retirement plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Chrystle Vesco is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding a Series 66 designation and 19 years of industry experience. She has been with Berthel Fisher since 2006. Outside of her advisory role, she is involved in promoting health and wellness products through Isagenix and holds insurance licenses, actively soliciting and managing insurance policies. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm offers both wrap and non-wrap asset management across multiple platforms and employs approximately 100 independent investment adviser representatives.

Bruce Musselman is a financial advisor at Prosperity Wealth Management, Inc. in Cocoa, FL, holding the ChFC® and Series 63 designations with 29 years of industry experience. He has been with Prosperity Wealth Management since 2015 and is also the owner and CEO of BLM Enterprises, a separate administrative business he has managed since 2000. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million in discretionary assets for about 1,600 clients and utilizes a multi-method investment approach that includes ongoing oversight of third-party managers.

Kenneth New is a financial advisor with Arete Wealth Advisors, LLC, holding a Series 66 designation and over 29 years of industry experience. His career includes roles at Pinnacle Financial Network since 2001 and Center Street Securities, Inc. since 2017. He is also the owner of Pinnacle Financial Wealth Management, LLC, where he works with clients on fixed insurance products. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model-based investment strategies, utilizes third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Ethan Graybeal is a financial advisor with Advisory Services Network holding a Series 65 credential and two years of industry experience. His background includes roles at Florida Financial Advisors and various positions outside finance, including work with Stetson University Athletics Department and Longhorn Steakhouse. He is also an independent agent for Crump Life Insurance, focusing on fixed insurance products. Advisory Services Network is a multi-team firm serving individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, investment consulting, and retirement plan consulting, employing diversified investment strategies tailored to client objectives and risk tolerances.

Drew Coursey is a financial advisor with Sowell Management, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining Sowell Management, he held roles at Cambridge Investment Research, Aflac, and the Federal Home Loan Bank Indianapolis. He also spent time as a student at Indiana University Bloomington and the Pfau Course at Indiana University. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers services including model portfolios, third-party manager selection, and unified managed accounts.

Joshua Ellis is a financial advisor at Sowell Management with seven years of industry experience. He holds the Series 66 credential and has previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. In addition to financial advising, Ellis is involved in various activities including real estate sales, independent insurance agency work, tax preparation and accounting services, and specializes in employment retention and R&D tax credits. Sowell Management is a multi-team registered investment adviser that serves individuals, retirement plans, corporations, and other RIAs with portfolio management and financial planning services. The firm employs multiple management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through various platforms.

Jason Fagan is a financial advisor with Sowell Management, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, the ON Equity Sales Company, Ohio National Financial Services, and Chesser Financial. He is president of Fagan Financial Group, which provides insurance and benefits services, and is involved in initiatives supporting securities solutions for insurance agents and employee retention credit specialization. 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 uses multiple management styles and offers model portfolios and third-party manager solutions through a network of independent advisor representatives.

Matthew Miller is a financial advisor at Impact Partnership Wealth, LLC with six years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at firms including JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Edward Jones. Outside of his advisory duties, Miller is involved in insurance sales and education through Honor Insurance Group LLC, where he conducts insurance seminars. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of portfolio management and financial planning solutions through a multi-adviser platform managing approximately $3 billion in assets.

Tracey Higginbotham is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and bringing 31 years of industry experience. She has worked at Latitude Advisors since 2009 and also has a longstanding role as president of Higginbotham Companies, Inc., a tax and accounting practice. Outside of her advisory work, she is involved in managing various family business activities including financial services, insurance, and tax preparation. Latitude Advisors serves individuals, high-net-worth clients, and institutional clients by providing financial planning, discretionary portfolio management, and pension consulting. The firm combines client goals with a range of in-house and third-party model strategies, emphasizing tactical and quantitative approaches, and generally manages client accounts on a discretionary basis.

Robert Meissner III is a financial advisor at Kestra Advisory with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Kestra Advisory and Kestra Investment Services since 2021. Prior to that, he was with Geneos Wealth Management, Inc. and Cornerstone Capital Wealth Management, Inc. He is also a partner in Globaltron Holdings, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as a broad mix of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Jerome Wright is a financial advisor at GWN Securities Inc. with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Ameritas Investment Corp, CCF Investments, and Capital Choice Financial Services. Outside of his advisory role, Wright is involved in the insurance sector as an independent life and health insurance agent and has held marketing and management roles in healthcare and family property management businesses. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts and financial planning. The firm offers a range of managed-account programs and model portfolios, including strategies that incorporate market-timing and momentum techniques, which are unusual among firms of its size.

Michael Allen is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Kestra Advisory, having joined in 2022 after 24 years at Concourse Financial Group Securities Inc. He serves as a committee member on the finance committee for the Down Syndrome Association of Brevard. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages a broad range of client types, including large institutional investors and sovereign wealth funds.

Brittany Mc Neally is a financial advisor with Fifth Third Securities, Inc. in Titusville, FL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Fairwinds Credit Union, CUSO Financial Services, and Wells Fargo Clearing Services. She is also employed by Comerica Bank in an investment-related capacity. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers various investment programs on the Passageway platform, combining multiple portfolio management approaches and technologies with a risk-profile–based selection process.