Kevin Smith is a financial advisor at Transamerica Retirement Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with the Transamerica organization since 2012, including roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed portfolio advice and investment education through multiple programs. The firm utilizes Morningstar Investment Management for portfolio construction and oversight and operates on a large scale, focusing primarily on non-discretionary assets rather than high-net-worth or corporate clients.

Leon Loewenstine is a financial advisor at Mariner with 25 years of industry experience and holds Series 63 and Series 65 designations. He has worked at Mariner since 2018 and previously spent six years with Riverpoint Capital Management, LLC. Mariner serves a wide range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers and offers integrated tax services, Core Family Office support, and employer financial wellness tools.

Blaine Laverick is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. His career includes long-term tenure at Principal Life Insurance Co and Principal Securities Inc. He is based in Bradenton, FL. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Randy Aranowitz is a financial advisor with GWN Securities Inc., holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has worked with GWN Securities since 2004 and has also been associated with Kades Margolis Corp. since 1990. Outside of his advisory role, he is licensed to market and sell various types of insurance. 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 supports a large network of advisors and offers a range of managed-account programs that include both traditional asset-allocation and legacy market-timing strategies.

David Keel is a financial advisor at Wealth Enhancement Advisory Services, LLC with 36 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Wealth Enhancement Advisory Services in 2022, he worked at Breiter Capital Management, Inc. and Managed Account Services, LLC. Outside of his advisory work, he is involved in private lending to real estate investors through DCK Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting with an investment approach combining passive and active strategies guided by an internal Investment Committee.

Melanie Ross is a CFP® professional at Cerity Partners LLC with eight years of industry experience. She has worked at Cerity Partners since 2019 and previously held positions at Intuit and Cray Kaiser Ltd. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation and manager selection strategies and offers a range of services including portfolio management, financial planning, retirement plan consulting, and access to alternative investments.

Paul Goodson is a financial advisor with SPC in Bradenton, FL, holding a Series 66 designation and 19 years of industry experience. He has worked at SPC and Sigma Financial Corporation since 2013. Goodson offers financial services and fee-based wealth management through his DBA, Goodson Wealth Management, Inc. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary advice through programs such as the SIGMA Managed Account, working with Fidelity/NFS for custody and execution.

Dianna Weaver is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Truist Investment Services since 2008, joining Truist Advisory Services in 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate resources.

Vito Tango is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and 42 years of industry experience. His prior roles include positions at Bank of America and Merrill. Janney Montgomery Scott 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, corporate sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Kristen Hurley is a financial advisor at NewEdge Advisors with 16 years of industry experience. She previously worked at Stifel Nicolaus & Co Inc and Merrill. Hurley holds Series 63 and Series 65 licenses. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Willard Foley III is a financial advisor at &Partners with over 41 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he spent a combined 15 years. Outside of his advisory role, he serves as an executive producer for Four Eighteen Films LLC, a film production company. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services through discretionary and non-discretionary strategies, utilizing a mix of fundamental, technical, and quantitative analysis.

Seth Arndt is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 credentials and 17 years of industry experience. He has worked at Guardian Life Insurance Company of America and Park Avenue Securities since 2014. Outside of his advisory role, he manages Empower Financial LLC, a management entity for accounting, tax, and marketing purposes. Park Avenue Securities LLC operates as Park Avenue® Wealth Management, serving individuals, pension plans, charitable organizations, and corporate clients through brokerage services, financial planning, retirement consulting, and various investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships using in-house and third-party model portfolios, alongside a hybrid digital advisory solution.

Kenneth Crowley is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Rockefeller Financial LLC and has previously worked at Bank of America and Merrill Lynch. He is also a licensed insurance agent with RCM Insurance Services LLC, an affiliate of his firm. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations, offering a range of portfolio management, financial planning, and consulting services. The firm operates both as an investment adviser and a registered broker-dealer, providing clients with access to multiple investment solutions including discretionary and non-discretionary management, alternative investments, and integrated trust and insurance services.

Mark Zapotosky is a financial advisor with VOYA Financial Advisors, Inc., holding Series 65 and Series 63 credentials and six years of industry experience. His prior work includes roles at Raymond James and Associates, Charles Schwab, and Ganley Lincoln of Middleburgh Heights. VOYA Financial Advisors, Inc. serves a diverse client base, including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, with a focus on non-discretionary, recommendation-based client relationships.

Augustine Hong is a financial advisor at Hightower Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Hightower in 2021, he worked at Purshe Kaplan Sterling Investments and Alexandria Capital LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers along with a variety of investment vehicles and portfolio construction strategies.

Trent Nelson is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Merrill and Bank of America. Outside of advising, he is involved in managing a real estate holding company, overseeing maintenance activities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Sylvia Dyga is a financial advisor at Charles Schwab with a Series 66 designation and experience that includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. She also has a background in education through positions at the Leeds School of Business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a blend of advisory, brokerage, custody, and financial planning services. The firm uses a primarily non-discretionary client relationship model complemented by access to discretionary separately managed accounts and employs multi-asset model portfolios with strategic asset allocation.

Andrea Stephenson is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2005. Outside of her advisory role, she serves as a Director for Serenity Creek Homeowners Association, a nonprofit organization. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized custody and operational infrastructure.

Robin Price is a financial advisor with Mass Mutual Investors Services in Bradenton, FL, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously spent 23 years at Metlife Securities Inc. Price is also licensed as an agent in life insurance, property/casualty, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client relationships as ongoing, collaborative engagements using firm-approved analytical tools.

Timothy Collins is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Fidelity Investments in various roles since 2000. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.