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 over 41 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and 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. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

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.

Brian Havermann is a financial advisor with Brookstone Capital Management LLC in Palm City, FL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Brookstone since 2017 and also operates Havermann Financial Services, where he has been involved since 2000. Additionally, he is engaged in insurance sales through Havermann Financial Services. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm uses strategic and dynamic asset-allocation models and a variety of investment vehicles, and it acts as a sub-advisor to other advisory programs while maintaining partnerships with affiliated asset managers and financial institutions.

Robert Metz Jr. is a financial advisor at Guardian Life with five years of industry experience and holds a Series 66 designation. Prior to his current role, he worked at Edward Jones for four years and served in law enforcement with Allegheny County Police for six years. Guardian Life, through its Park Avenue Wealth Management subsidiary, provides brokerage and advisory services to individuals, corporations, and organizations, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment solutions.

Howard Silver is a financial advisor with NewEdge Advisors, LLC based in Jupiter, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Inc. and LPL Financial. 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 offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Alexander Barletta is a Series 66 licensed financial advisor with nine years of industry experience. He currently works with Wealth Enhancement Advisory Services, LLC, having previously held roles at Fisher Investments, Bank of America, and Merrill. Barletta is based in Palm City, Florida. Wealth Enhancement Advisory Services (WEAS) serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs an investment process that combines passive and active management with quantitative, momentum, and fundamental analysis, overseen by an internal Investment Committee.

Peter Avonda is a CFP® and ChFC® with 24 years of industry experience. He currently advises at Steward Partners Investment Advisory, LLC and related Steward Partners entities, having previously worked at Raymond James & Associates for 14 years. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, institutions, and charitable organizations with a range of advisory and financial planning services. The firm offers both discretionary and non-discretionary portfolio management through Steward Partners-branded solutions and third-party managers, supported by a coordinated due-diligence process and multiple custodial partnerships.

Joseph Francisco is a financial advisor with Commonwealth Financial Network in Jupiter, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Commonwealth since 2013 and is also co-owner of Asset Advisory Services, Inc. Outside of his advisory work, he serves as co-owner and vice president of BUB Unlimited, LLC, a company involved in real estate ownership. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, and compliance support while enabling advisors to construct client portfolios from diverse securities and insurance products.

Patrick Mayberry is a CFP® and CFA® with 23 years of industry experience. He currently works at MAI Capital Management, LLC and previously spent 27 years at Lanham O'Dell & Company, Inc. He holds Series 63 and Series 65 licenses. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services for a diverse client base, including high-net-worth individuals, families, sports professionals, and institutional clients. The firm manages assets across various strategies and offers additional services such as trust administration and insurance through affiliated entities.

Justin Sheinbaum is a CFA® charterholder affiliated with NewEdge Advisors in Jupiter, FL. He has approximately one year of industry experience, having previously worked at LPL Financial and U.S. Immigration Fund, LLC. Outside of his advisory role, he is involved with SHEIN, LLC, a business entity for tax and investment purposes. 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 representatives. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support both advisors and clients.

Druann Carter is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 designations and 26 years of industry experience. Prior to joining Steward Partners in 2026, she worked for Raymond James & Associates for 15 years. She is also a managing member of DZC Holdings LLC, a business she runs with her husband. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment adviser 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, offering a range of investment advisory and financial planning services.

Brian Ake is a financial advisor at Commonwealth Financial Network with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Outside of advising, he is involved in fixed insurance sales on a limited basis. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

James Mc Kenna Jr. is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Janney Montgomery Scott and its predecessors continuously since 1992. 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, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory programs.

Barry Whalen is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Janney Montgomery Scott since 2010. 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 wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Joseph Jones IV is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He previously worked at Raymond James and Associates for 14 years before joining Steward Partners in 2026. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing investment advisory, financial planning, and pension consulting through various portfolio management solutions.