Cary Stamp is a financial advisor with Commonwealth Financial Network in Jupiter, FL, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been associated with Lincoln Park Financial Group and Commonwealth Wealth Financial since 2002. Outside of his advisory role, Cary is involved in business advisory and executive coaching through Vistage, where he conducts seminars. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad client base. The firm provides a comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, and custody services, offering a variety of investment options including mutual funds, ETFs, and personalized indexing.

Kenneth Leach is a financial advisor at NewEdge Advisors with 50 years of industry experience. He holds Series 63 and Series 65 designations and has worked at NewEdge Advisors since 2021. Prior to that, he spent 14 years at Mid Atlantic Financial Management and 13 years at Mid Atlantic Capital Corporation. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services such as portfolio management, financial planning, retirement and pension consulting, and access to sponsored advisory programs through a network of independent investment adviser representatives.

Anthony Vernale is a CFA® charterholder with four years of industry experience. He is currently with Mariner and previously worked at Atlantic Wealth Partners, LLC and Highbridge Capital Management, LLC. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a range of strategies that include equities, fixed income, alternatives, and digital assets.

William Simpson Jr. is a financial advisor at Janney Montgomery Scott with 52 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Simpson is based in Stuart, FL. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

Kenneth Feiertag is a financial advisor with Janney Montgomery Scott in Stuart, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, Feiertag serves as president of his local homeowners association and owns multiple enterprises related to thoroughbred horse racing, including horse stables and partnerships in racehorse buying and selling. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with a variety of brokerage, financial planning, and advisory services, utilizing both in-house and third-party asset management across multiple wrap programs and unified managed account platforms.

Ernesto Keaney is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 22 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has over two decades of involvement with various Ameritas entities and his own firm, Keaney Financial Services Corp. He serves as a board member of the Economic Council of Martin County, a local organization focused on business community growth. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes a range of investment strategies, serving clients through affiliated representatives and a dedicated investment committee.

Lindsay Askland is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Commonwealth, Lindsay worked at Cary Stamp & Company, Thurston Springer Financial, and Raymond James & Associates. Lindsay also operates a business under the name Conservation Wealth Management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a broad range of managed-account programs and access to third-party asset managers, supporting advisors with trading, reporting, and custody services.

Mary Dixon is a CFA® charterholder with eight years of industry experience. She has worked at MAI Capital Management, LLC since 2026 and previously spent 13 years at Lanham O'Dell & Company, Inc. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across various strategies, combining in-house and third-party management along with financial planning and tax services.

Eric Ackerman is a CFP® professional with 17 years of experience in financial advisory services. He is currently with Truist Advisory Services and has previously worked at firms including LPL Financial, BMO Harris Bank, Infinex Investments, Popular Bank, Citigroup, and Four Points Capital Partners. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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.

Michael Hartman is a financial advisor with Commonwealth Financial Network in Stuart, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Commonwealth since 2007 and also operates Strategic Retirement Group. Outside of advisory services, he owns Hartman Financial Services, LLC, a private entity for securities business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including custom and model portfolio solutions, while providing operational and compliance support to affiliated advisors.

Wayne Sullivan is a financial advisor at Commonwealth Financial Network with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Sullivan Financial Services, Inc., a securities and insurance business, since 2000. He has been affiliated with Commonwealth Financial Network since 1992. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, investment management, and practice-management support. The firm offers a range of services including customized portfolio solutions and retirement plan consulting, supporting advisors with operations, technology, and compliance.

Kristen Whitten is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. She holds a Series 63 designation and has been with Janney Montgomery Scott since 2009. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Julie Rapp is a financial advisor at &PARTNERS with 25 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, utilizing a combination of proprietary and third-party strategies alongside fundamental, technical, and quantitative analysis.

Ryan Swenson is a financial advisor with Commonwealth Financial Network in Jupiter, Florida. He holds the Series 66 designation and has seven years of industry experience. Prior to joining Commonwealth, he worked at Edward Jones and Cary Stamp & Company. Ryan also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Patricia Dent is a financial advisor with GWN Securities Inc. in Jupiter, FL, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. She has been with GWN Securities since 2013. Outside of her advisory role, she serves as a committee member on the Palm Beach Gardens High School Advisory Board. GWN Securities is an SEC-registered investment adviser and broker-dealer that manages approximately $3.65 billion across more than 37,000 client accounts through a network of about 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers, utilizing a variety of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.

Michael Dadko is a CFP® with 28 years of industry experience and has been with Janney Montgomery Scott since 2016. He serves as a trustee of the Stuart/Martin County Chamber of Commerce and holds several community roles including membership on the Florida 19th Circuit Judicial Nominating and Grievance Committees, as well as chairing the finance council at Holy Redeemer Catholic Church. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base with a range of advisory and brokerage services, offering both in-house and third-party portfolio management across multiple programs.

Michael Piazza is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently affiliated with Steward Partners Investment Advisory, LLC and related entities since 2026. Prior to this, he worked at Raymond James & Associates for nine years and held positions at Bank of America, N.A., and Merrill. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, providing a range of advisory and managed account services.

Matthew Melendy is a financial advisor with NewEdge Advisors in Jupiter, FL, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at NewEdge Advisors since 2019 and previously held roles at NewEdge Securities and Mid Atlantic Financial Management. Outside of advisory work, he is a co-owner of a commercial/medical office property and also engages in unsolicited term life insurance sales. NewEdge Advisors is an enterprise-scale registered investment adviser serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers diverse investment programs combining in-house and third-party strategies, employs centralized due diligence, and integrates technology solutions such as algorithmic model portfolios and held-away account platforms.

David Lum is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. He has previously worked at Raymond James & Associates, Bank of America, and Merrill Lynch. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services through discretionary and non-discretionary portfolio management, utilizing both in-house and third-party solutions.

Carl Torchia is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes roles at SunTrust Investment Services, SunTrust Bank, Suntrust Advisory Services, and BB&T Bank and Investment Services. He is based in Palm City, Florida. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, to provide asset allocation, fiduciary support, and manager selection services.