Alexander King is a financial advisor at Macedon Financial Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Raymond James Financial Services, Northwestern Mutual Investment Services, and other firms. Macedon Financial Management provides portfolio management and pension consulting services to institutional and individual clients, including retirement plans and high-net-worth individuals. The firm employs a variety of analytic methods and typically offers discretionary management focused on mutual funds, ETFs, fixed income, and select securities.

Gregory Wheeler is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2022. He previously worked at Texas Yale Capital Corp from 2015 to 2022. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies such as independent managers and optional ESG integration.

Berni Stevens is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 credentials and three years of industry experience. Prior to joining Independent Advisor Alliance, Stevens worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017 and has been involved with TruNorth Divorce Solutions, LLC since 2017. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm provides asset management, financial planning, wealth coaching, and retirement plan consulting through a network of over 200 advisors, utilizing model portfolios, sub-advisors, and technology platforms to manage client allocations.

John Ceparano is a CFP®, PFS™, and Series 65-registered advisor with 24 years of industry experience. He has been with Modera Wealth Management, LLC since 2014 and previously worked at Business Blocks, Inc. from 1993 to 2019. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios supplemented by independent managers, private placements, and optional ESG integration.

Heather Franklin is a financial advisor at Sequent Planning, LLC with four years of industry experience. She holds a Series 65 designation and has worked in both advisory and insurance roles since 2019, including time at American Retirement Specialist, LLC. Franklin is also licensed as an insurance agent, offering insurance products alongside her advisory services. Sequent Planning, LLC is an SEC-registered firm serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm manages approximately $394.7 million in assets and offers ETF-based strategic model portfolios, comprehensive financial planning, and retirement plan consulting.

Jacquelyn Campbell is a CFP® and PFS™ with 11 years of experience, currently serving at Impact Partnership Wealth, LLC. Her prior roles include positions at Campbell & Company Insurance Advisors, Market Guard Securities, and Retirement Wealth Advisors. She is also an author and educator, having created and sold books on financial preparedness. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing within a discretionary trading framework supported by a comprehensive platform of affiliated entities.

Jeffery Masters is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. His prior roles include positions at Independent Advisor Alliance, Independent Financial Partners, and LPL Financial. Outside of advisory work, he is involved with Farmhouse Press, LLC, a business related to land ownership. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans. The firm focuses on financial planning, wealth management, and retirement plan consulting, employing a strategic asset allocation approach that utilizes low-cost diversified mutual funds and ETFs alongside individual securities and Independent Managers when appropriate.

Neil Mahoney is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. His prior work history includes roles at Domus Advisors LLC, Oak Wealth Advisors LLC, ABW Advisors, LLC, and Cambridge Wealth Counsel. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and supplementing core strategies with independent managers, private placements, and optional ESG integration.

Bennett Berman is a financial advisor at The Pinnacle Financial Group with 53 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including UBS Financial Services and LPL Financial. Berman is also involved with BHB Investment Management, LLC, a non-investment-related business. The Pinnacle Financial Group offers discretionary portfolio management, financial planning, and pension consulting services to a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm employs both fundamental analysis and a mix of long- and short-term trading strategies, generally managing accounts on a discretionary basis with regular portfolio monitoring.

Daniel Antonov is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Gradient Advisors since 2018 and has been an independent insurance agent since 2005. Antonov owns and operates Global Cornerstone, a financial and retirement planning business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 investment advisor representatives and manages nearly $1 billion in assets across approximately 3,220 clients.

Ryan Jenkins is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and one year of industry experience. He has worked at AmeriLife since 2012 and currently serves as Managing Director of AmeriLife of Citrus County, overseeing agents and producing insurance sales and annuities. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis using model portfolios and various managed account strategies.

Eric Silsby is a financial advisor at Fifth Third Securities, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo and J.P. Morgan prior to joining Fifth Third Securities and Fifth Third Bank in 2025. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and use of Fidelity Institutional Wealth Adviser platforms.

Christopher Ponds is a CFP® professional with 25 years of experience in the financial industry. He has been with Truist Advisory Services since 2016 and has worked at Truist Investment Services since 2010. Outside of his advisory role, he serves as secretary and treasurer for a construction and cabinet installation company. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions, combining model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.

Patrick Fitzpatrick is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked with SunTrust entities since 2013. Fitzpatrick is based in Brooksville, Florida. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.

Deborah Moen is a financial advisor at Truist Advisory Services with 20 years of industry experience. She holds the Series 66 designation and has worked at Truist Advisory Services since 2016, previously spending 13 years at SunTrust Investment Services. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.

Joseph Di Vincenzo is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior experience includes seven years with USAA Financial Advisors and related entities. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors and $67.7 billion in assets under management. The firm serves individuals, corporations, retirement plan sponsors, and charitable organizations, offering a range of discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation.

Justin Rooks is a financial advisor at &Partners with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years. Outside of his advisory role, he is involved in family farming operations and serves as co-trustee of an irrevocable trust. &Partners serves a diverse client base, including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining platform technology with proprietary and third-party strategy models.

Chad Rowland is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at various SunTrust entities since 2015, including SunTrust Bank and SunTrust Investment Services. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation, supported by extensive research and multiple platform partnerships.

James Watson is a financial advisor with Eagle Strategies (NY Life) based in Groveland, FL, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with NYLIFE Securities LLC since 2007 and New York Life Insurance Company since 2006. Outside of his advisory work, Watson serves as Vice President of the BNI Central Florida chapter, overseeing membership and attendance policies. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions using third-party managers and model portfolios and operates as an indirect subsidiary of New York Life, coordinating investment advice with affiliated insurance and broker-dealer entities.

Lisa Drake is a financial advisor with SageView Advisory Group, LLC in West Palm Beach, FL, holding Series 63 and Series 66 licenses and having 21 years of industry experience. She has previously worked at Creative Planning, LLC, Cetera Wealth Services, LLC, NFP Retirement, and LPL Financial. Drake serves as a board member and president of the National Association of Plan Advisors (NAPA) on the American Retirement Association board. SageView Advisory Group provides retirement plan consulting, asset management, participant services, and financial planning to retirement plan sponsors, fiduciaries, employers, and individual investors. The firm offers a range of services including discretionary and non-discretionary management, pooled employer plan participation, and participant education programs, supported by integrated technology platforms and multiple affiliated entities.