Charles Brown

Anthony Diplacido is a financial advisor at Anova Management with four years of industry experience. He holds a Series 65 credential and serves as president and CEO of Life Design Construction, Inc., a home remodeling company. Diplacido has worked at Anova Management since 2022 and has prior experience with Nextgen Emp, LLC and World Light Tech, Inc. Anova Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm’s approach focuses on portfolio management using exchange-traded funds and periodic rebalancing, centered on its Efficient Market Portfolio Plus strategy that applies quantitative algorithms to adjust allocations for risk management.

Kimberly Mamaril is a CFP® professional with six years of industry experience, currently serving as an advisor at Illumination Wealth Management. Her prior roles include positions at T. Rowe Price, CIC Wealth, Kestra Advisory Services, and Las Olas Capital Advisors. She also holds an operational leadership role as COO at 7RCC Global, focusing on financial product development and business operations. Illumination Wealth Management is a registered investment adviser that serves individuals, trusts, corporations, and retirement plans with comprehensive Financial Life Management, combining financial planning and investment management. The firm employs client-specific investment policy statements and strategic asset allocation models, emphasizing long-term allocation and offering additional services such as pension consulting and employee education.

Dean Wolpert is a financial advisor with intrua Financial, holding a Series 63 designation and over 40 years of industry experience. He has been with LPL Financial since 2010. Intrua Financial offers investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and investment policy statements, managing approximately $1.76 billion in client assets as of December 2024.

Derek Thorp is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and Wells Fargo Advisors. Thorp is the owner of MFG Wealth, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management, retirement plan consulting, and access to model portfolios managed by its Investment Management and Research team.

Mark Meservey is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes 14 years at LPL Financial and 25 years at State Bank. He is the owner of Meservey Financial Group, LLC, which supports his securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of advisors and their clients by providing advisory programs, wealth management, and retirement plan consulting, along with operational, technological, and compliance support. The firm offers a range of discretionary and customized investment solutions, including model portfolios managed by its Investment Management and Research team.

Joseph Prendiville is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and possessing one year of industry experience. His prior work includes roles at J.P. Morgan Securities, The Vanguard Group, and Flanagan Financial Group/MassMutual Life Insurance Company, as well as experience as a self-employed advisor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and maintaining a large national network of financial advisors and branch offices.