Sean Coffey is a financial advisor at Blackridge Asset Management, LLC with five years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Thurston Springer Financial and Peak Brokerage Services, where he is also Operations Manager. Sean’s background includes roles at Florida Atlantic University and Florida State University. Blackridge Asset Management provides financial planning, investment management, and related consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a network of investment adviser representatives and offers portfolio management through affiliated platforms and third-party providers.

Alan Morris is a financial advisor with Advisory Services Network holding a Series 66 designation and 14 years of industry experience. He has worked at Crown Capital Securities, LP, Calton & Associates, Inc., and has been with Advisory Services Network since 2023. Outside of his advisory work, Morris is president of Topline Printing & Graphics, Inc., a printing and marketing company, and serves as an instructor for American Financial Education Services. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Robert Layton is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His career includes roles at multiple firms such as Avanti Securities, Ocean Financial Advisors, and Allaria Securities. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm employs a combination of affiliated and unaffiliated sub-advisers and uses market-timing and momentum-based strategies in some programs.

Lisa Matthews is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked with Truist and its predecessor firms since 2014. Matthews serves as a board member and director of the East Coast Estate Planning Council. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program combining discretionary and non-discretionary approaches, supported by third-party platforms and AI-enhanced research.

John Puritz is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His background includes roles at PFS Investments, Primerica Financial Services, and community involvement with local churches. Outside of his advisory work, he is an author, speaker, and podcast host focused on personal development and also performs as a freelance drummer for local bands and churches. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning options. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes both traditional asset allocation and tactical trading strategies.

Jeff Sellers is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He holds a Series 63 designation and previously worked for Raymond James & Associates for 23 years before joining Janney Montgomery Scott in 2020. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various wrap and advisory programs.

Odoll Williams Jr. is a financial advisor with GWN Securities Inc. in Daytona Beach, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at GWN Securities since 2019 and previously was with VOYA Financial Advisors. In addition to his advisory roles, he serves as a classroom instructor for license preparation classes and has been involved in tax preparation and retirement planning through his own firm, Successful Money Management, Inc., since 1987. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts and financial planning, utilizing a range of managed-account programs and model portfolios, including distinctive legacy market-timing and momentum-based strategies.

Michael Stanford is a financial advisor at HB Wealth in Palm Beach Gardens, FL, holding Series 65 and Series 66 licenses with nine years of industry experience. He previously worked at Homrich Berg for 12 years. HB Wealth Management is a registered investment adviser that serves individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary wealth management, investment management, and financial planning, combining quantitative and qualitative due diligence across a variety of public and private investment strategies.

Scott Shulman is a financial advisor at Oppenheimer with 43 years of industry experience. He has held positions at Oppenheimer since 2011, and previously worked at RBC Capital Markets and Ferris, Baker Watts, LLC. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as trustee of a family trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of advisory programs across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary services.

Thomas Parker is a financial advisor with Hightower Advisors in Palm Beach Gardens, FL, holding a Series 66 designation and 37 years of industry experience. His career includes roles at Bank of America and Merrill prior to joining Hightower Advisors and Hightower Securities in 2017. He has served as a trustee and personal representative for a family trust. Hightower Advisors provides investment advisory and planning services to a diverse clientele, including individual and institutional clients such as pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

Osvaldo Brito is a financial advisor with Steward Partners Investment Advisory, LLC in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes roles at Steward Partners Investment Solutions, Raymond James Financial Services, and Wells Fargo-affiliated firms. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and portfolio management solutions through both proprietary and third-party managers.

Grover Henson is a financial advisor with PlanMember Securities Corporation and holds a Series 66 designation. He has 44 years of industry experience, including tenures at J.W. Cole Advisors and J.W. Cole Financial. He also serves on the board of Goodwill Industries of North Florida, a nonprofit organization. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, focusing on strategic asset allocation and risk-based mutual fund portfolios, along with education and support services for plan sponsors and participants.

Melissa Mcdonald is a financial advisor with Truist Advisory Services in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her career includes roles at Truist Investment Services, Suntrust Advisory Services, BB&T Securities, and Valley Forge Asset Management. She serves as a board member of the Vista Village Homeowner's Association, where she participates in community decision-making. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plans, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Robert Paolini is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at LPL Financial, FSC Securities Corporation, and his own firms, Paolini Advisors, LLC and Paolini & Scout, LLC. He is also involved with PFG Tax Services, focusing on tax preparation and accounting. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs a network model combining independent advisory representatives with access to various portfolio management strategies and technology platforms, with ties to LPL Financial and third-party estate-planning resources.

Amy Owen is a CFP® and holds a Series 66 license with five years at HB Wealth and a total of nine years in the financial services industry, including prior roles at SunTrust and PNC Investments. She is based in Palm Beach Gardens, FL. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers wealth and investment management, financial planning, and institutional advisory services, utilizing a combination of quantitative and qualitative due diligence across public and private investment strategies.

Matthew Mellusi is a CFP® with three years of experience, currently serving as a financial advisor at Commonwealth Financial Network in Jupiter, Florida. He has previously worked at Cary Stamp & Co and has involvement with Tequesta's First Baptist Church as a Worship Director. Outside of finance, he is also a musician performing under the name Mellusi. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing over $210 billion in client assets. The firm provides a comprehensive adviser-support platform, offering a range of managed-account programs, third-party asset manager access, and custody services.

Michael Russo is a financial advisor with Eagle Strategies (NY Life) based in Palm Beach Gardens, FL. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior work includes roles at Aegis Investment Partners LLC, MassMutual, and Nationwide Funds Group. Eagle Strategies serves a diverse client base, including individuals, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Eric Inge is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Osaic Institutions, Inc. since 2025. His prior roles include positions at Ameriprise, Asset Advisors Of America, RWM Asset Management, and entrepreneurial ventures such as Ingesurance, Inc. He also serves on the Board of Directors for the Foundation for Dwyer Academy of Finance, Inc. and is a Paychex Channel Partner, referring small and medium-sized businesses to HR outsourcing solutions. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services through a hybrid adviser/broker-dealer structure, combining discretionary and non-discretionary management with access to alternative investments and a lending marketplace.

Joseph Martin is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at several firms including Truist Investment Services, Suntrust Advisory Services, Bb&T Securities, and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and third-party platform arrangements to implement its strategies.

Peter Pappalas is a financial advisor with Commonwealth Financial Network and holds a Series 65 designation. He has been in the industry since 2025 with prior business experience in entities such as SYZY Corp. and World Brand LLC. Located in Jupiter, FL, he has worked at both Commonwealth Financial Network and Cary Stamp & Company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a broad client base. The firm provides a range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services, supporting portfolios through both internally managed models and outsourced platforms.