Robert Taylor Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2015 to 2017. Outside of advisory services, he owns Robert S. Taylor Inc., a company that receives proceeds from his fixed insurance sales business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products while offering proprietary model portfolios and customized program options.

Remington Sampson is a CFA® charterholder based in Jupiter, FL, with two years of industry experience. He has worked at Mercer Global Advisors Inc. since 2021 and previously was employed at Quest Capital Management. Outside of his advisory role, he was involved with Tin Lizzy's Cantina for seven years. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm emphasizes a globally diversified investment approach grounded in Modern Portfolio Theory and utilizes a variety of investment vehicles, including low-cost ETFs, index funds, and separate account managers.

Emmelis Keaney is a financial advisor at Ameritas Advisory Services, LLC with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has worked in various roles within Ameritas since 2013. Keaney also operates Keaney Financial Services Corp and is the founder of Disability Insurance Queen, a brand focused on education and insurance solutions related to disability income insurance. Additionally, she teaches business, finance, and entrepreneurship courses at Indian River State College. 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 offers a range of asset management and financial planning programs, utilizing model portfolios, mutual funds, ETFs, and individual securities, and maintains a corporate structure that integrates affiliated broker-dealer, investment, and insurance entities.

Alice Mcelhinney is a financial advisor at Wealth Enhancement Advisory Services, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial, Triad Advisors, and MetLife Securities. Outside of her advisory role, she is involved with Pinnacle Tax LLC, a tax preparation and accounting business. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and a variety of specialized financial planning and asset management services.

Patrick Hoene is a financial advisor at &Partners with 12 years of industry experience. He held a position at Wells Fargo Advisors for 11 years before joining &Partners in 2025. He holds Series 66 and Series 63 credentials. &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 through both discretionary and non-discretionary services, utilizing a combination of proprietary and third-party strategies.

Andrew Ingeman is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He has been with Janney Montgomery Scott since 2009 and holds a Series 63 designation. 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 charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Andrew Francisco is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He has been with Commonwealth since 2018 and previously worked at Rochester City Schools District for two years. Francisco is a co-owner and vice president of BUB Unlimited, LLC, a private entity involved in real estate ownership. 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 roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, supporting a range of investment strategies and products.

Ashley Crotwell is a CFP® professional with six years of industry experience, currently serving at Mesirow Financial Investment Management, Inc. She has held prior roles at Sequoia Financial Group, Sequoia Financial Advisors, Triad Financial Advisors, and Bankers Life. Her background also includes six years at United Technologies. Mesirow Financial Investment Management, Inc.’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning services to a range of clients, including individuals, pension plans, government entities, and charitable organizations. The firm uses both proprietary and third-party investment products, applying quantitative and qualitative due diligence to construct diversified portfolios.

Francis Schanne V is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. He has been with Commonwealth and Cary Stamp & Company since 2018. Prior to his advisory career, he worked at Sacred Heart University for four years. Commonwealth Financial Network is a registered investment adviser that supports a national network of nearly 3,000 advisors and their clients by providing a range of advisory programs, technology, and practice-management services. The firm offers discretionary model portfolios and customizable investment solutions while serving both retail and institutional clients.

Carlos Farelo is a CFP® with 21 years of industry experience, currently serving as a financial advisor at OSAIC Institutions, Inc. Since 2025, he has worked at OSAIC following prior roles at Ameriprise Financial Services, Royal Alliance, VOYA Financial Advisors, B. Riley Wealth Advisors, and Gunnallen Financial. He serves on the Board of Directors for The Academy of Finance at William T Dwyer High School and acts as its Treasurer. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals including high-net-worth clients, ERISA plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments while operating a hybrid adviser/broker-dealer model with a large non-discretionary asset base.

Christopher Burke is a financial advisor at Corient with three years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Matrix Capital Advisors, LLC for 23 years. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines proprietary strategies with third-party manager solutions and incorporates risk management tools and alternative investments where appropriate.

Mark Foley is a financial advisor with Janney Montgomery Scott in Jupiter, FL, holding Series 63, 65, and 66 designations and bringing 33 years of industry experience. He previously worked at Wells Fargo Clearing for five years before joining Janney in 2021. Outside of his advisory role, he volunteers with the Framingham Food Pantry in Massachusetts. 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 sponsors, and municipal entities, offering brokerage, financial planning, and advisory services supported by a mix of in-house and third-party portfolio management.

Taylor Northrop is a financial advisor with GWN Securities Inc., holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with GWN Securities since 2005. Outside of his advisory role, Northrop volunteers as a football coach at Princeton University and runs the Taylor Northrop Kicking Academy. 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 supports a large network of advisors and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Joseph Roddy is a financial advisor with Guardian Life, holding a Series 66 designation and two years of industry experience. He has been with Guardian Life since 2023 and is also affiliated with Park Avenue Securities. Roddy has experience in financial services connected to both organizations. He is based in Port Saint Lucie, Florida, and has previous work history including roles at the University of Miami and Gilmour Academy. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, retirement plan sponsors, charities, and businesses. The firm provides customized financial planning and access to proprietary and third-party investment solutions, combining advisor-led discretionary management with digital advisory tools.

Dominick Vender III is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Truist Bank and J.P. Morgan Securities. Outside of finance, he has been involved with Ital Bowls, a business venture. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Terisa Heine is a financial advisor with First Citizens Investor Services, Inc. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Wilmington Trust and Regions Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension plans, charitable organizations, and corporate entities. The firm employs a client-centered process led by Investment Adviser Representatives to assess financial needs and allocate assets using fundamental, quantitative, and technical analysis across various investment vehicles.

Ryan Merrell is a financial advisor at Transamerica Retirement Advisors, LLC with 24 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Diversified Investors Securities Corp. and Diversified Investment Advisors, where he has worked since 2009 and 2010, respectively. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed portfolio advice, investment education, and guidance on asset allocation, contribution rates, and retirement age. The firm relies on Morningstar Investment Management for portfolio construction and oversight, managing a large client base primarily through non-discretionary investment strategies.

Mark Renz is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Corient. His prior experience includes eight years at Socius Family Office, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Peter Silcox is a CFP® with 34 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. He previously worked for Raymond James & Associates for 16 years before joining Steward Partners in 2026. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account programs through a variety of portfolio management solutions and third-party managers.

Brett Bladergroen is a financial advisor at Steward Partners Investment Advisory, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James & Associates and JP Morgan Chase Bank. Prior to his financial services career, he spent four years with the New York Mets. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a range of advisory, financial planning, and managed account services.