Steven Rusnak III is a financial advisor with Commonwealth Financial Network in Stuart, FL, holding a Series 66 designation and possessing 20 years of industry experience. He has been with Commonwealth since 2007 and is also associated with Strategic Retirement Group since 2005. 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 support services, including discretionary model portfolios and customized investment solutions.

Michael Effron is a financial advisor with Guardian Life in Port Saint Lucie, FL, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Invesco Advisers, Cutting Road Capital, and Cambridge Investment Research Advisors. Outside of his advisory work, he is the owner of New England Funds LLC, a trading business based in Boca Raton, FL. Guardian Life’s subsidiary Park Avenue Securities LLC provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based investment strategies, along with financial planning and consulting services tailored to client needs.

Melissa Larson is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has worked at firms including Raymond James & Associates, Inc., Morgan Stanley, and Wells Fargo Clearing. Outside of her advisory role, she is an Independent Consultant for Arbonne International, a health and wellness direct selling business. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, and charitable organizations with a range of investment advisory and financial planning services.

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.

Mark Harbaugh is a financial advisor with Cerity Partners LLC and holds a Series 63 designation. He has 46 years of industry experience, including 30 years at UBS Financial Services before joining Cerity Partners in 2026. Outside of his advisory work, he serves as an executor for an estate. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, offering customized wealth management services that combine proprietary quantitative methods with third-party strategies and direct security selection.

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 five 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 plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm offers customized discretionary portfolios supported by an internal management team and third-party managers, combining equity, fixed income, alternatives, and digital assets strategies alongside integrated tax and administrative CFO services.

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 at Ameritas Advisory Services, LLC with 23 years of industry experience. He holds a Series 66 designation and has been affiliated with Ameritas and related entities since 2003. Outside of his advisory role, he serves as a board member of the Economic Council of Martin County, a local organization focused on business growth and development. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes various model portfolios, mutual funds, ETFs, and individual securities, offering both discretionary and non-discretionary programs with an expanded product set that includes interval funds and held-away retirement management.

Robert Grenus is a financial advisor with Integrated Wealth Concepts LLC in Jupiter, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Integrated Wealth Concepts since 2016 and previously spent over a decade at Osaic FA, Inc. and five years at Veravest Investment Advisors, Inc. Outside of his advisory role, he has experience providing non-variable insurance products including accident, health, term life, and long-term care insurance. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, constructing customized portfolios with a long-term investment approach while also applying shorter-term trades for rebalancing or cash needs.

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.

Ronald Siggens is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Boston Hill Advisors, LLC for 16 years. In addition to his advisory role, he is involved as an insurance broker. Hightower Advisors offers investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes both affiliated and third-party managers. The firm emphasizes portfolio construction strategies incorporating mutual funds, ETFs, alternative investments, and custom indexing, serving clients such as pension plans, charitable organizations, and corporations.

Michael Hartman is a Series 66-licensed advisor with Commonwealth Financial Network in Stuart, FL, where he has worked since 2007. He has 23 years of industry experience, including five years at Strategic Retirement Group. Hartman is also the sole owner of Hartman Financial Services, LLC, which operates a securities business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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.

William Dunn IV is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes positions at LPL Financial, Next Financial Group, INVEST Financial Corp., First Allied Advisory Services, and Cetera Investment Services. He is also an author. Private Advisor Group, LLC serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s fiduciary-based advisory model combines client goal assessment with investment strategies implemented through multiple technology platforms and third-party managers.

Julie Rapp is a financial advisor at &PARTNERS with 26 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Prudential Equity Group, LLC, and UBS Financial Services. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis across both proprietary and third-party strategies.