Jordan Drinkhouse is a CFP® with four years of experience in financial advisory roles. He is the sole advisor at Glow Financial Planning LLC, where he has worked since 2025. His background includes positions at Xena Financial Planning, ENOW Financial, and Nationwide Investment Services Corp. Glow Financial Planning LLC provides fee-only financial planning and investment management services primarily to individuals and high-net-worth clients. The firm uses a Modern Portfolio Theory-based approach focused on asset allocation and passive investment management through index mutual funds and ETFs, offering both discretionary and non-discretionary portfolio management.

Ryan Tower is a Series 65-credentialed advisor with Tower Wealth Planning in Spring Hill, FL. He has been with Tower Wealth Planning since 2026 and has prior experience with Marten Transport and the University of South Florida. Tower Wealth Planning provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a fee-only model and focuses on asset allocation tailored to client goals using a mix of passive and active investments, while also offering comprehensive financial planning on a recurring or project basis.

Alex Dalmady is the sole advisor at Cerasus Advisors Inc and holds a Series 65 credential with 16 years of industry experience. He has been with Cerasus Advisors since 2003. In addition to advisory services, he provides economic analysis and business consulting. Cerasus Advisors offers discretionary portfolio management to individual and institutional clients, including high-net-worth individuals, foundations, pension plans, and certain foreign funds. The firm employs income-oriented strategies with a medium- to long-term investment horizon, utilizing diversified fixed-income and dividend-paying equity portfolios that may include derivatives and leverage.

Raymond Dimeo is a financial advisor at Meridian Wealth Group with 26 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing, Merrill, Banc of America Investment Services, and Morgan Stanley DW Inc. Outside of advising, he co-owns a real estate business with his spouse. Meridian Wealth Group provides investment management, financial planning, and consulting services primarily to individuals, family offices, trusts, estates, and private foundations. The firm offers customized portfolios using a range of investment vehicles and includes a specialized Divorce Financial Consulting service.

Kristin Di Meo is a financial advisor at Meridian Wealth Group with a Series 65 designation and no prior industry experience. Her previous work includes six years at Cbiz and twelve years at Litigation Support Advisors. Meridian Wealth Group offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, family offices, trusts, estates, private foundations, and similar clients. The firm customizes portfolios to client goals using a mix of investment types and employs a process combining fundamental analysis, modern portfolio theory, and long-term strategic allocation.

William Kemp is a financial advisor with Brixton Capital Wealth Advisors, LLC, holding Series 63 and Series 66 licenses with 42 years of industry experience. His career includes roles at Northeast Securities, Inc., Northeast Asset Management, Charles Rutenberg Realty, and Dalton Wade Real Estate Group, where he currently works as a licensed residential real estate sales agent. Brixton Capital Wealth Advisors serves individuals, trusts, and corporate accounts, managing approximately $212.4 million for around 819 clients. The firm focuses on discretionary portfolio management and financial planning, utilizing a combination of fundamental and technical analysis, long-term allocations, and derivatives strategies.

Juan Benedeti is a financial advisor at Ausdal Financial Partners, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Portfolios for 17 years. Benedeti is also president of All Benefits Group Inc., an insurance sales business he has operated since 1998, and is involved with Passport Wealth Management, focusing on insurance and securities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, combining brokerage and insurance services with a variety of portfolio management options.

Alex Santillan is a financial advisor at Inspire Advisors, LLC with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at firms including LPL Financial LLC and Navy Federal Financial Group. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing into its portfolio management using proprietary tools and employs a range of analytical methods while offering discretionary and non-discretionary services.

Robert Kosty is a financial advisor with Lifemark Securities Corp. in Hernando, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Lifemark since 2018 and previously spent five years with Foresters Equity Services, Inc. In addition to his advisory work, Kosty has served as an Independent Insurance Agent since 2002 and is active in KAIROS Prison Ministry International, where he holds roles including Donor Coordinator and Financial Secretary. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement-plan sponsors, employing suitability-driven advice through various managed account programs and custom portfolio management options.

Michael Audi is a financial advisor at IAMS Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at IAMS Wealth Management since 2019. Additionally, he serves as president of MLA Finance, where he focuses on annuities, life insurance, and retirement planning. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using a diversified asset-allocation approach and manages over $343 million in discretionary assets.

Brian Mcginnis is a financial advisor with Bison Wealth, LLC and holds Series 63 and Series 65 credentials. He has 14 years of industry experience, including roles at The Pacific Financial Group, IFP Securities, Independent Financial Partners, LPL Financial, and National Planning Corporation. Mcginnis is also president and owner of Serve and Protect Financial, Inc. and Capital Defender Advisors, Inc. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm’s investment approach includes outcome-focused, multi-manager model portfolios combining tactical and strategic allocations across liquid and private-market strategies, along with specialized offerings such as an options-based Overlay strategy.

Stephan Collaro is a CFP® professional with 13 years of industry experience, currently advising at RMR Wealth Builders, Inc. He has held various roles within RMR Wealth Builders since 2011 and previously worked at Calton & Associates, Inc. Collaro is also a licensed real estate agent with Magnate Reality, LLC. RMR Wealth Builders, Inc. is a multi-team SEC-registered advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional clients. The firm offers diverse portfolio management and financial planning services, including specialist advisory options such as annuity management and digital asset programs.

Brendan Remus is a financial advisor at AlphaStar Capital Management with four years of industry experience. He holds a Series 66 credential and is the owner and advisor of So Simple Financial, LLC, where he dedicates a portion of his professional time. His prior experience includes roles at Park Avenue Securities and West Shore Financial Group. AlphaStar Capital Management provides discretionary investment management, financial planning, and subadvisory services to individual, corporate, and retirement plan clients. The firm employs strategic and tactical investment approaches through proprietary model portfolios and third-party technologies, serving over 8,400 client relationships with approximately $2.5 billion in assets under management.

Scott Chapman is a financial advisor at Kinetic Investment Management, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Kinetic in 2026, he worked at Chapman Financial Group, LLC for nine years and Chapman and Associates for three years. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a long-term trading approach using multiple analytical methods and offers access to a range of asset types, including real estate and non-traded real estate investments.

Jeffrey Bettermann is a financial advisor at Advisor Share Wealth Management, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including Peace of Mind Planning LLC and CUNA Brokerage Services, Inc. Bettermann also owns Thorngate Financial, where he operates as an independent insurance agent. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, utilizing third-party sub-advisers and model portfolios for client strategies.

Evangeline Stratis is a financial advisor at Bison Wealth, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including LPL Financial and The Pacific Financial Group. She is also a licensed insurance agent in Florida. Bison Wealth serves a broad client base including individuals, high net worth clients, family offices, and institutional entities, offering financial planning, portfolio management, and ERISA retirement plan services. The firm employs a multi-manager investment approach with outcome-focused model portfolios that incorporate both liquid and private-market strategies.

Ryan Golinski is a financial advisor at Gradient Securities, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc., KMS Financial Services, Inc., and Signator Financial Services, Inc. Outside of his advisory role, Golinski owns and operates two tax-related businesses, Golinski Tax Prep, LLC and Golinski Tax Advisors, LLC, where he provides tax preparation and financial services. Gradient Securities, LLC, also operating as Gradient Wealth Management, offers financial planning, consulting, and non-discretionary asset management to individuals, retirement plans, trusts, estates, and business entities. The firm combines fundamental, technical, and cyclical analysis in its investment approach and manages approximately $607.9 million in assets on a non-discretionary basis.

Angela Oestreicher is a financial advisor at Truist Advisory Services with two years of industry experience. She holds the Series 66 designation and previously worked at Merrill and SunTrust/Truist Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation analysis, fiduciary support, and a manager-selection program. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled tools and inter-affiliate integration.

Patrick Fitzpatrick is a financial advisor with Truist Advisory Services in Brooksville, Florida, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been affiliated with SunTrust entities since 2013, including roles at SunTrust Bank, SunTrust Investment Services, Inc., and SunTrust Advisory Services, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Sarai Vazquez is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her prior roles include positions at Raymond James & Associates and multiple affiliated Transamerica entities. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs that emphasize asset allocation, contribution guidance, and retirement age planning. The firm utilizes Morningstar Investment Management for portfolio construction and ongoing oversight, offering primarily non-discretionary investment recommendations to a large client base.