Robert Layton is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63, 65, and 66 licenses and possessing 21 years of industry experience. His prior roles include positions at several firms such as Avanti Securities, Ocean Financial Services, and Allaria Securities LLC. GWN Securities offers investment advisory services to individual and corporate clients through a variety of managed account programs and financial planning options, utilizing both affiliated and unaffiliated sub-advisers and model-based portfolio allocations. The firm employs strategies based on asset allocation, Modern Portfolio Theory, and incorporates market-timing and momentum approaches within some legacy programs.

John Puritz is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and over 21 years of industry experience. His prior work includes roles at PFS Investments Inc., Primerica Financial Services, and various church organizations. Outside of his advisory work, he is an author, speaker, and podcast host focused on personal development and also performs as a freelance drummer for local bands and churches. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts and financial planning. The firm offers a range of managed-account programs and model portfolios, combining traditional and active investment strategies across a large network of advisors.

Odoll Williams Jr. is a financial advisor with GWN Securities Inc. in Daytona Beach, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at GWN Securities since 2019 and previously was with VOYA Financial Advisors. In addition to his advisory roles, he serves as a classroom instructor for license preparation classes and has been involved in tax preparation and retirement planning through his own firm, Successful Money Management, Inc., since 1987. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts and financial planning, utilizing a range of managed-account programs and model portfolios, including distinctive legacy market-timing and momentum-based strategies.

Denton Brooks is a financial advisor with GWN Securities Inc. in Hudson, Ohio, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at GWN Securities since 2006 and has also been affiliated with ING and Cleercreek Financial Corp for over two decades. Outside of his advisory roles, he is the owner of Cleercreek Financial Group, which sells life, health, and annuity products, and manages a family limited partnership trust. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, operating through a network of about 423 advisors and managing approximately $3.65 billion across more than 37,000 client accounts.

Mikell Admire is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining GWN Securities, he worked at OneAmerica Securities Inc., American United Life, W&S Brokerage Services Inc., and Amrock among others. Admire serves as a board member of the Washington County TN Library Foundation and is involved in financial advising and insurance through several other business activities. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning services. The firm employs a mix of affiliated and unaffiliated sub-advisers and uses both model-based and tactical investment strategies, including market-timing and momentum-based approaches.

Elizabeth Baker is a financial advisor at GWN Securities Inc. with 3 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at GWN Securities since 2022. Baker also operates Voyage Retirement, where she assists clients with insurance solutions and manages a Medicare referral business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts and financial planning. The firm offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies, and manages approximately $3.65 billion across more than 37,000 accounts.

Laura Bornheimer is a financial advisor at GWN Securities Inc. with 37 years of industry experience. She holds Series 65 and Series 66 licenses and has been with GWN Securities since 2004. Outside of her advisory work, she is the owner of Bornheimer Farms LLC, an orchard farm specializing in organic vegetables. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm employs both affiliated and unaffiliated sub-advisers and utilizes market-timing and momentum-based strategies in certain legacy programs.

Sara Scholl is a CFP® with 18 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2017. Before joining GWN Securities, she worked at MSI Financial Services, Inc. for one year. Outside of her advisory work, she co-owns Regaroo LLC, a company that designs and markets products for online sales. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, offering discretionary portfolio management, model portfolios, and financial planning. The firm uses a blend of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in certain legacy programs.

Stiles Higgins is a financial advisor at GWN Securities Inc. based in Palm Beach Gardens, FL, holding a Series 66 designation. Higgins has been with GWN Securities since 2024 and has prior experience at East Coast Protection and various educational institutions. GWN Securities serves individual and corporate clients through multiple managed account programs, combining discretionary portfolio management, model portfolios, and financial planning. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes market-timing and momentum-based strategies in some legacy programs.

Nicholas Mcintee is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with GWN Securities since 2010. In addition to his advisory role, he works as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and employs a range of investment programs, including legacy market-timing and momentum-based strategies.

Carl Neitzel is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he provides consulting services related to software for select clients. GWN Securities offers investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm combines model-based portfolio management with the flexibility for representatives to select sub-advisers and utilizes both traditional and tactical investment strategies.

Mark Horevitz is a CFP® with 40 years of industry experience, currently serving as an advisor at GWN Securities Inc. since 2015. He is also president and part owner of Florida Actuarial Corp, a firm specializing in 401(k) plan consulting. Horevitz has held community leadership roles, including serving as president of the Davie and West Hollywood Kiwanis. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individuals and business clients. The firm supports a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Aakash Thakor is a financial advisor at GWN Securities Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Tiluk Capital Management LLC and ForOurHomes LLC. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers through a large network of advisors, utilizing a range of managed-account programs and model portfolios.

Laura Sivalia is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and having 26 years of industry experience. Her prior experience includes roles at Ameritas Investment Corp, Capital Choice Investment Advisers, and CCF Investments. In addition to her advisory work, she is the owner and president of A&A Tax Solutions, Inc., which provides tax return preparation and client tax planning services, and she also works as an independent insurance agent specializing in life and long-term care insurance. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning options. The firm’s approach includes discretionary portfolio management and model portfolios using both affiliated and unaffiliated sub-advisers, with strategies ranging from asset allocation based on Modern Portfolio Theory to tactical market-timing and momentum-based methods.

Marcellous Fletcher is a financial advisor at GWN Securities Inc. with three years of industry experience. He holds a Series 65 designation and has worked at GWN Securities since 2022. Additionally, he serves as a Retirement Consultant at Voyage Retirement Solutions, where he assists county employees with managing insurance accounts such as 403(b) and life insurance policies. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs including SMA, UMA, and fund-strategist options.

Leonard Spalding III is a financial professional with 27 years of industry experience, currently affiliated with GWN Securities Inc. since 2019. He holds Series 63 and Series 66 designations and has prior experience at Lincoln Investment and Legend Equities Corporation. In addition to his advisory role, he is also licensed as a life and health insurance agent, working with insurance and annuity products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Gary Oconnor is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL. He holds Series 63 and Series 66 designations and has 33 years of industry experience. Oconnor has been with GWN Securities since 2013. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, and business clients. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, operating through a network of approximately 423 advisors and managing about $3.65 billion across more than 37,000 client accounts.

Dawn Partlow is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. She has held roles at firms including Ameritas Investment Corp and Capital Choice Financial Services. Outside of advising, she is involved in alternative health education as an Independent Wellness Advocate with doTERRA and owns Navigating Tax Solutions LLC, providing tax preparation and consulting services. GWN Securities Inc. offers investment advisory and related services to individual and corporate clients through various managed account programs and financial planning solutions. The firm employs a mix of affiliated and unaffiliated sub-advisers and is known for incorporating market-timing and momentum-based strategies in some of its legacy programs.

Benjamin Bliss is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked with GWN Securities since 2017 and has been associated with Voyage Retirement Solutions since 2016. Outside of his advisory role, Bliss serves as a firefighter and EMT with Orange County Fire Rescue. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of portfolio management programs including traditional asset allocation and legacy market-timing strategies.

Kevin Reynolds is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding a Series 63 license and 24 years of industry experience. He has been with GWN Securities since 2015 and has served as president of EJ Reynolds, Inc., a third-party administrator for qualified retirement plans, since 1991. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, operating through a large network of approximately 423 advisors.

Mark Hoffman is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. His prior roles include positions at AXA Advisors, LLC and Mutual of Omaha. Outside of his advisory work, he owns a personal LLC and serves as an agent assisting clients with life, health, long-term care, and disability insurance in conjunction with retirement planning. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across over 37,000 client accounts and offers a range of managed-account programs, including traditional and legacy market-timing and momentum-based strategies.

Edwin Alicea is a Series 66-licensed financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, and has one year of industry experience. His prior roles include positions at Voyage Retirement Solutions, Insight Construction and Management, Interamerica Stage Inc., and Dragon Financial Services. Outside of his advisory work, he is the CEO and owner of AEL Capital Management, LLC, an insurance holding company established for tax purposes. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a distinctive history of incorporating market-timing and momentum-based strategies in its program suite.

Samuel Alfred is a financial advisor with GWN Securities Inc. based in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and possessing three years of industry experience. He previously worked at Core Financial Group and Dragon Financial Services. Outside of investment advisory, Alfred owns Alfred Financial Group, an insurance business focused on fixed and indexed annuity products and life insurance, primarily offered through 403b plans. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a notable legacy of market-timing and momentum-based strategies within its managed account programs.

Steven Hall is a financial advisor with GWN Securities Inc. in Winter Garden, FL, holding the ChFC® designation and Series 63 and 66 licenses. He has 45 years of industry experience and has been with GWN Securities since 2005. Outside of his advisory role, Hall owns and operates a tax preparation business seasonally each year. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, employing a range of strategies from traditional asset allocation to legacy market-timing and momentum-based programs.

Terry Coapstick is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has previously worked at Ameritas Investment Corp, Capital Choice Investment Advisers, Inc., and CCF Investments, Inc., among others. Outside of advisory work, he is involved in insurance brokerage activities and serves as a general partner in an insurance brokerage firm. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs with investment approaches spanning traditional asset allocation to legacy market-timing and momentum strategies.

Nancy Wilkins is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior work includes roles at Royal Alliance and Premier Insurance, where she also serves as a property and casualty insurance agent. Wilkins is active in the community as president of the Kiwanis Club of South Lake and the Women’s Giving Alliance, nonprofit organizations supporting local children and philanthropy. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Trace Horevitz is a financial advisor at GWN Securities Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at Florida Actuarial Corp and Colliers International. Horevitz has also been involved as a financial representative and insurance agent through a financial services DBA. GWN Securities provides investment advisory and related services to individual and corporate clients via managed account programs, financial planning, and third-party manager selection. The firm utilizes discretionary portfolio management approaches based on asset allocation and Modern Portfolio Theory, incorporating both affiliated and unaffiliated sub-advisers and employing market-timing and momentum-based strategies in certain legacy programs.

Robert Mullis is a financial advisor at GWN Securities Inc. with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Citigroup and Money Concepts Capital Corp. Outside of his advisory work, he is also an independent contractor providing rideshare transportation services. GWN Securities offers investment advisory and related services to individual and corporate clients through various managed account programs and financial planning solutions. The firm employs portfolios using both affiliated and unaffiliated sub-advisers, blending asset allocation principles with tactical trading strategies such as momentum and market-timing approaches.

Charles Stacy is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Rodney Rich & Co. and Cadaret, Grant & Co., Inc. Stacy is also involved in life and health insurance sales through a separate business activity. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.

Gregory Harvey is a financial advisor with GWN Securities Inc. in Fort Pierce, Florida, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at CoreCap Investments, Ameritas Investment Corp., and CCF Investments, Inc. Outside of his advisory work, he participates in the Dave Ramsey SmartVestor Pro program, connecting with clients through this advertising platform. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including SMA, UMA, and fund-strategist options, supported by a network of approximately 423 advisors.

Susan Fristoe is a financial advisor with GWN Securities Inc. She holds Series 63 and Series 65 licenses and has 43 years of industry experience. Her prior work includes positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. She serves as the committee chair for Extra Point Club, supporting Florida State University Athletics through fundraising activities. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm employs a combination of model-based allocations and discretionary portfolio management, incorporating market-timing and momentum-based strategies in certain legacy programs.

Yuvraj Sisodia is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 65 and Series 63 credentials and 18 years of industry experience. He previously worked at VOYA Financial Advisors from 2014 to 2017. Sisodia is also the owner of Teachers Retirement Resources Inc., a marketing entity for financial services products, and operates as an independent insurance agent. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager selection. The firm employs a range of discretionary portfolio management strategies, including market-timing and momentum-based approaches in its legacy programs.

Stacey Hammerle is a CFP®-certified financial advisor with nine years of industry experience, currently affiliated with GWN Securities Inc. Her prior roles include positions at Kovack Securities, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of her advisory work, she owns THR1V3, LLC, which offers biblically based life coaching and facilitates group Bible studies, and co-hosts the Rooted & Renewed podcast, focused on applying Scripture in daily life. GWN Securities provides investment advisory services to individual and corporate clients through multiple managed account programs and financial planning, utilizing a combination of affiliated and unaffiliated sub-advisers. The firm is noted for its use of market-timing and momentum-based trading strategies alongside model-based portfolio management.

James Gates is a CFP® with six years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2020. Prior to joining GWN Securities, he worked at Teachers Retirement Resources and Ryder Systems. He is also a licensed independent agent for life insurance and fixed annuity products in Florida. GWN Securities provides investment advisory services to individual and corporate clients through a variety of managed account programs and financial planning offerings. The firm employs both affiliated and unaffiliated sub-advisers and integrates tactical trading strategies alongside model-based asset allocation.

James Hudson is a financial advisor at GWN Securities Inc. in Daytona Beach, FL, holding a Series 65 designation with five years of industry experience. He has worked at GWN Securities since 2019 and has concurrently served as an ESE teacher with Volusia County Schools since 2009. Outside of his advisory role, Hudson is also an independent insurance agent specializing in life, health, and fixed annuity contracts. GWN Securities is an SEC-registered investment adviser and broker-dealer with a network of approximately 423 advisors managing about $3.65 billion across more than 37,000 client accounts. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, using a range of investment strategies from traditional asset allocation to legacy market-timing and momentum-based approaches.

Erica Heister is a financial professional at GWN Securities Inc. with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with GWN Securities since 2009. Outside of her advisory role, she operates a DBA, Foundational Future, through which she assists clients with life insurance, long-term care, and fixed annuity needs. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a distinctive history of incorporating market-timing and momentum-based strategies within its legacy program suite.

Garold Casterline is a financial advisor at GWN Securities Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at OneAmerica Securities and American United Life. Outside of his financial services role, he has served as a police officer for the Town of Davie since 2016. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager selection. The firm employs a combination of sub-advisers and model-based allocations, using strategies that include market-timing and momentum-based approaches.

Dago Casco is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Primerica Advisors and extensive experience in corporate business travel with BCD Travel and American Express Global Business Travel. Outside of advisory work, he is principal of Casco Insurance Group, a full-service insurance and financial services agency. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Daniel Rey is a financial advisor with GWN Securities Inc. based in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He operates his own businesses, including Ingennuity, LLC, and has entrepreneurial roles in insurance sales, tax preparation, fixed insurance marketing, and marketing strategy development. He is also a contributing author for Kiplinger Magazine and assists referrals from the Ramsey Solutions SmartVestor Program with retirement and investment planning. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Taylor Kollen is a financial advisor at GWN Securities Inc. with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at VOYA Financial Advisors. Outside of his advisory role, he serves as COO of Cyber Shield Technologies, a business operations company. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning options. The firm employs a mix of affiliated and unaffiliated sub-advisers, using strategies grounded in asset allocation and Modern Portfolio Theory, as well as market-timing and momentum-based approaches.

Richard Le Pore is a financial advisor with GWN Securities Inc. based in Palm Beach Gardens, FL, holding a Series 66 designation and bringing 19 years of industry experience. His prior experience includes roles at Securian Financial Services Inc., Evershore Financial Group, Minnesota Life, MML Investors Services LLC, and MassMutual Life Insurance Co. Le Pore is also an insurance agent involved in life and fixed insurance sales. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm uses a combination of affiliated and unaffiliated sub-advisers and model-based allocations, incorporating market-timing and momentum-based strategies alongside technology platforms.

Keith Bruni is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Lincoln Investment and Legend Equities Corporation. Bruni is also involved in insurance sales focusing on life, health, and VA products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals, through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs and employs both traditional and legacy market-timing and momentum-based strategies.