Rita Medaglio Barrera is the sole advisor at BMR Global Wealth Management Group, Inc., an independent firm based in Melbourne, FL. She holds Series 63 and Series 65 licenses and has seven years of industry experience. In addition to her advisory role, she is an independent insurance agent specializing in Medicare supplement and Medicare Advantage plans for seniors. BMR Global Wealth Management Group, Inc. provides portfolio management and comprehensive financial planning services, including a specialized divorce financial-planning practice. The firm serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $1.05 million in discretionary assets with a focus on globally diversified, passively structured portfolios.

Luke McCarty is a CFP® and Series 66 licensed financial advisor with 11 years of industry experience. He is the principal of McCarty Wealth, LLC, an independent firm he founded in 2024. Prior to this, he held roles at McPherson Financial Group/World Equity Group/Prostatis Fin, Umb, and Financial Solutions of Raymond James. He is also a licensed insurance agent and owner of McCarty Wealth Insurance Services LLC. McCarty Wealth provides portfolio management and financial planning services to individuals and high-net-worth clients, utilizing a range of investment strategies including discretionary and non-discretionary management. The firm integrates insurance offerings alongside its investment services and maintains custody at Schwab Institutional.

Warren Burger is a financial advisor at Luminary Financial Advisors, LLC with six years of industry experience. He holds a Series 65 designation and worked at TPICAP for nine years before joining Luminary Financial Advisors in 2019. Luminary Financial Advisors provides investment management and financial planning services to individual clients, focusing on low-cost, tax-efficient portfolios primarily constructed with index mutual funds and ETFs. The firm offers project-based and subscription planning across various financial needs and uses a net-worth based annual fee model rather than percentage-of-AUM fees.

Adam Rall is a CFP® professional with four years of industry experience, currently serving as an advisor at Rall Capital Management, Inc. in Rockledge, FL. He has been with the firm since 2013. Rall Capital Management provides wealth management and comprehensive financial planning services to individual clients, including high-net-worth households. The firm employs an investment approach based on Modern Portfolio Theory, focusing on diversified, tax-conscious portfolios managed primarily on a long-term, discretionary basis.

Jeffrey Wegner is a financial advisor at Money Management Concepts, Inc. in Melbourne, FL, holding a Series 66 designation with 22 years of industry experience. He has been with Money Management Concepts since 2016 and previously worked at Life Long Learning College from 2014 to 2018. Money Management Concepts, Inc. provides discretionary and non-discretionary investment management to individuals, trusts, and estates, including high net worth clients. The firm employs a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, using tools such as charting, short sales, margin transactions, and option writing.

Bob has more than 30 years of experience in the financial services industry. He began his financial career with Prudential Insurance, where he gained valuable knowledge and experience that allows him to help clients make sure that their various insurance policies are structured properly to protect their assets. While in that role, he was introduced to the investment side of the financial services industry and quickly learned that this is where his passion lies. After a few years helping clients manage their investment portfolio, the desire to help clients beyond their investments led him to complete the educational and experience requirements to earn the CERTIFIED FINANCIAL PLANNER™ designation in 1998. Bob had a passion for the financial markets, and enjoyed the relationships he had developed with his clients, but his disdain for the culture of Wall Street led him to join an independent, fee-only financial planning and investment management firm in 2000. He spent the next four years managing client portfolios and helping them to develop long-term comprehensive financial plans. A desire to be even more independent when helping clients led him to start Rall Capital Management in September of 2004. While most advisory firms are built to cater to the ultra-high-net-worth client, Bob built Rall Capital Management to cater to an underserved segment of the market, known as the “mass-affluent.” Individuals and families of more modest means have less room for error when planning their financial futures and managing their investment portfolios. This is the group that Bob has focused on serving. Bob is a member of the Financial Planning Association (FPA®) and the National Association of Personal Financial Advisors (NAPFA®). He was a contributing writer for the Journal of Financial Planning and served on the Editorial Advisory Board for several years. He is also a recognized leader in the retirement planning field. He helped launch the FPA’s Retirement Planning Knowledge Circle and served as its host for several years. Bob graduated cum laude from Ohio University in Athens, Ohio. But having grown up in Columbus, he is an ardent fan of The Ohio State Buckeyes. He also enjoys working out with his wife at their CrossFit gym, history, and working on his golf game. One of the things he is proudest of is having built a small, independent and successful firm that allows him to work with his family as they help other families achieve their financial goals.

Magid Baina is a financial advisor at Haron Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has been with Haron Capital since 2021. In addition to his advisory role, he operates as a nutritional consultant through his self-employed business. Haron Capital Management provides discretionary portfolio management and investment advice primarily to high-net-worth, accredited individuals. The firm employs a value-oriented, dividend-growth strategy combined with a range of analytical techniques and offers performance-based compensation arrangements, managing approximately $52 million for a select client base.

Joshua Haron is a financial advisor with Haron Capital Management, LLC in Cape Canaveral, FL, holding Series 63 and Series 66 licenses and 21 years of industry experience. Prior to founding Haron Capital Management in 2018, he worked at Bank of America and Merrill Lynch from 2012 to 2018. Haron Capital Management provides discretionary portfolio management and investment advice primarily to high-net-worth, accredited individuals. The firm employs a value-oriented, dividend-growth investment approach and uses a range of instruments, including leveraged ETFs, crypto assets, and NFTs, while offering performance-based compensation arrangements uncommon among its peers.

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.

Scott Jackson is the sole advisor at Jackson Private Wealth Management, Inc. in Cocoa, Florida, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at Edward Jones since 2009 and established his own firm in 2012. Jackson is also a licensed insurance agent, though he has not actively written insurance applications. Jackson Private Wealth Management serves individual clients, including high-net-worth households, as well as businesses, charities, and pension clients. The firm offers discretionary portfolio management and financial planning, constructing portfolios tailored to clients’ circumstances and referring to other managers for alternative investments outside its core expertise.

Matthew Myland is a financial advisor with Quility Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Quility since 2019 and previously at Wealth Watch Advisors LLC. Outside of his advisory role, he is managing member and independent insurance agent at API Partners, LLC, selling various insurance products including fixed and indexed annuities. Quility Financial Advisors serves individual and high-net-worth clients, offering financial planning, discretionary portfolio management, and participant account management. The firm tailors portfolios based on client objectives and risk tolerance, utilizing model-based strategies and sub-advisers while employing both fundamental and technical analysis across a broad range of investment instruments.

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.

Paul Stanley is a financial advisor at Quility Financial Advisors with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Wealth Watch Advisors, LPL Financial, and Kovack Advisors. Outside of his advisory role, Stanley is CEO and managing partner of Titan Heating & Air LLC, a heating and cooling company. Quility Financial Advisors serves individual and high-net-worth clients, providing financial planning, discretionary portfolio management, and participant account management. The firm employs model-based strategies and sub-advisers to tailor portfolios according to clients’ objectives and risk tolerance.

Taely Geisler is a financial advisor at Jackson Private Wealth Management, Inc. in Cocoa, FL, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, Geisler worked in various roles including as a contractor for the U.S. Postal Service and at Wilson Family Chiropractic. Jackson Private Wealth Management, Inc. serves individual clients, including high-net-worth households, as well as businesses, charities, and pension clients. The firm offers discretionary portfolio management and financial planning, tailoring investment strategies to client-specific factors and utilizing a range of securities and funds.

Thomas Prudente is a financial advisor with Money Management Concepts Inc. in Melbourne, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Money Management Concepts since 2006. Money Management Concepts, Inc. provides discretionary and non-discretionary investment management services to individuals, including high net worth clients, as well as trusts and estates. The firm employs a combination of fundamental, technical, and cyclical analysis, using both long- and short-term strategies with tools such as charting, short sales, margin transactions, and option writing.

Andrew Scheirer is a financial advisor with Quility Financial Advisors in Rockledge, FL, holding Series 63 and Series 65 licenses and with 23 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Kovack Advisors. He is also involved as a producer in fixed insurance products. Quility Financial Advisors serves individual and high-net-worth clients, offering financial planning, discretionary portfolio management, and participant account management. The firm employs model-based strategies and sub-advisers to tailor portfolios according to client objectives, using a mix of fundamental and technical analysis across various investment instruments.

Daniel Pecoraro is an investment adviser representative at Your IA, LLC with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Mass Mutual Investors Services, Pruco Securities, and Virtue Capital Management. He is co-owner of Pecoraro Fisher and Partners Wealth Group Insurance Agency, which provides holistic insurance solutions. Your IA, LLC is an SEC-registered advisory firm serving individuals, families, trusts, and institutions with customized investment portfolios and financial planning. The firm uses third-party platforms and sub-advisors to implement strategies and offers both discretionary and non-discretionary mandates.

Christian McPherson is a CFP®-certified financial advisor with five years of industry experience. He currently works with Prostatis Financial Advisors Group and previously held roles at Bank of America, Merrill Lynch, and The Vanguard Group. Prostatis Financial Advisors Group serves individual and high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations, managing approximately $509 million in assets. The firm employs a top-down, macro-environmental approach to tactical asset allocation and offers discretionary and non-discretionary portfolio management alongside financial planning and sub-advisory services.

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.

Eva Valentine is a financial advisor at Stirlingshire Investments with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including The Prudential Insurance Company of America, Ameriprise Financial Services Inc, and JP Turner & Co Capital Management LLC. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑HNW and high‑net‑worth clients. The firm employs a range of investment approaches, including quantitative, fundamental, and technical analysis, and offers access to diverse investment types through model strategies available on the Advyzon marketplace.