Sandor Petrovics is a financial advisor with Empower Advisory Group in Jupiter, FL, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. His prior work includes roles at J.P. Morgan Securities, Jpmorgan Chase Bank, UBS Financial Services, and Allstate Insurance Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services for Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates planning and managed account solutions within Empower’s recordkeeping and administrative platforms.

David Gold is a financial advisor with Commonwealth Financial Network in Jupiter, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1998 and has a long tenure at The New England and Crabtree Nissan. Outside of his advisory role, he is a 50% owner and member of Gold Link Investments, LLC, a real estate holding company. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs and services such as wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management resources while offering a range of discretionary model portfolios and customized investment solutions.

Kelly Davis is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining Transamerica, Davis worked at Edward Jones and Allstate Financial Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs, offering asset allocation and retirement guidance supported by Morningstar Investment Management’s model portfolios and technology.

Michael Trombetta is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 37 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 16 years before joining Kestra in 2024. In addition to his advisory role, Trombetta owns Liberty Tax Service, where he manages tax preparation and accounting services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Jill Hansen is a CFP® professional with 28 years of industry experience, currently affiliated with Commonwealth Financial Network. She has operated Hansen Financial MV since 2009. Outside of her advisory role, she owns private entities related to real estate holdings. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with advisory programs, technology, compliance, and operational services. The firm offers a range of investment solutions including discretionary model portfolios and personalized indexing options.

John Morris is a financial advisor at Janney Montgomery Scott in Jupiter, FL, holding Series 63 and Series 65 licenses with 37 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Janney Montgomery Scott in 2022. 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 plans, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Helen Knapp is a financial advisor at Steward Partners Investment Advisory, LLC with three years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James & Associates and PNC Bank. Steward Partners Investment Advisory, LLC is an 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, and charitable organizations, offering a variety of portfolio management and financial planning services.

Neil Hartzog is a CFP® with 27 years of industry experience. He is currently with Private Advisor Group, LLC and has also worked with Private Capital Group, LLC since 2005. Outside of his advisory role, he operates an independent insurance agency under the name WP Financial. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to various advisory programs, third-party asset managers, and proprietary model portfolios supported by major strategists such as Fidelity and BlackRock.

William Repath is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at SunTrust Advisory Services since 2016 and GenSpring Family Offices since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and comprehensive supervisory oversight.

Paul Higgins is a CFP® and ChFC® with 33 years of experience in the financial services industry. He has worked at Savant Wealth Management since 2026 and previously spent significant time at Heritage Financial Services, Investacorp Inc., and Highland Capital Brokerage. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers a range of affiliated services including accounting, legal, and trust operations.

Le Xiong is a financial advisor with NewEdge Advisors, holding a Series 66 designation and four years of industry experience. His prior work includes roles at LPL Financial, Ameriprise Financial, and positions related to residence life and student success at Queens University. Outside of financial advising, he operates an eBay shop as a business owner. 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 broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Kathleen Mc Kenna is a CFP® and holds the Series 66 designation, currently affiliated with Janney Montgomery Scott. She has three years of industry experience and has been with Janney Montgomery Scott in various roles since 2020. Outside of her advisory work, she contributes as an unpaid editor for CFP exam preparation materials at the Boston Institute of Finance. Janney Montgomery Scott LLC is a large 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, planning, consulting, and advisory services.

Douglas Demay is a CFA® charterholder with 20 years of industry experience, currently affiliated with Equity Services, Inc. He has worked at both National Life Group and Equity Services, Inc. since 2006. In addition to his advisory role, he is also licensed as an insurance agent. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often using third-party managers and model portfolios, and combines long-term investment strategies with options for shorter-term trading.

Darsi Mccarthy is a financial advisor with Creative Planning, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Creative Planning since 2011. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies while integrating selective private market exposure and tax-loss harvesting.

Frank Barrella is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Sigma Planning Corporation and Sigma Financial Corporation since 2016. Barrella is also the president and owner of Franklin Capital Management, where he focuses on investment and insurance planning. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice primarily through Fidelity custodial accounts.

April Pearson is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 10 years of industry experience. She has been with Janney since 2016, including time at both Janney Montgomery Scott and its LLC entity. Janney Montgomery Scott LLC is a 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, corporate and retirement plans, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

John Paolella is a Series 65-licensed advisor at Corient with two years of industry experience. He previously worked at Eaton Vance WaterOak Advisors for eleven years before joining Corient and its related entities in 2022. He also serves as an individual trustee for certain clients of Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes comprehensive risk management tools.

Deborah Vincent is a financial advisor at Raymond James & Associates with 26 years of industry experience. She previously worked at UBS Financial Services for 29 years. Vincent holds a Series 63 designation and is based in Stuart, Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Lee Rosenblum is a financial advisor with OSAIC based in Jupiter, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Sagepoint Financial, LPL Financial, and SII Investments, along with operating Rosenblum & Co./Jupiter Tax Center since 1981. Outside of advisory services, he is involved in tax preparation and operates as a real estate and insurance agent on a referral basis. OSAIC serves a wide range of clients including individuals, high-net-worth investors, and institutional entities, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm’s investment approach includes using asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Kevin Moree is a financial advisor at OSAIC with 42 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services Inc. and LPL Financial. He is an owner of Moree Wealth Management & Investment Services, Inc. and a partner at Cornerstone Private Advisors. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services supported by proprietary tools, third-party money managers, and a range of investment options.