Daniel Pyle is a financial advisor with Money Concepts Capital Corp in Palm Beach Gardens, FL, holding Series 65 and Series 63 licenses with 25 years of industry experience. He has been with Money Concepts Capital Corp since 2005. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets through model-driven and asset-allocation approaches, offering both discretionary and non-discretionary portfolio programs.

Richard Berry is a financial advisor at Independent Financial Partners with 38 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, Inc. Berry is also the owner of Berry Wealth Management, a separate advisory business. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Stella Bray is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2008. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach includes multi-manager solutions, discretionary and non-discretionary portfolio management, and access to pooled and private investment vehicles.

Michael Diamond is a financial advisor with Corient in Jupiter, FL, holding a Series 65 credential. He has one year of industry experience and has held roles at Corient, Corient Services LLC, NewDay USA, Extended Travel, and Center for Asset Management. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and uses risk management tools and stress testing to align portfolios with client objectives.

David Darby is a CFA® charterholder with 29 years of industry experience. He is currently with Farther Finance Advisors, LLC and has previously worked at DG Wealth Partners LLC and Goldman, Sachs & Co. from 1996 to 2017. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm’s investment approach is based on Modern Portfolio Theory and utilizes bespoke allocations or proprietary algorithmic model portfolios with automatic rebalancing, primarily investing in ETFs, mutual funds, equities, and fixed income.

Mikell Admire is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining GWN Securities, he worked at OneAmerica Securities Inc., American United Life, W&S Brokerage Services Inc., and Amrock among others. Admire serves as a board member of the Washington County TN Library Foundation and is involved in financial advising and insurance through several other business activities. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning services. The firm employs a mix of affiliated and unaffiliated sub-advisers and uses both model-based and tactical investment strategies, including market-timing and momentum-based approaches.

Michael Blankenship is a financial advisor with Janney Montgomery Scott in Palm Beach Gardens, FL, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Janney Montgomery Scott since 2003. Outside of his advisory work, he is a managing member of Fulcrum Stable, LLC, where he is involved in selecting horses to be purchased and raced. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

Christian Nana Tanke is a CFA® charterholder and Series 63 licensee with three years of industry experience. He is currently with TLG Advisors, Inc. and has held roles at The Leaders Group Inc, MML Investors Services, MassMutual Life Insurance Co., Pruco Securities LLC, and I Squared Capital. Outside of his advisory work, he is involved in junior golf development, supporting the golf training of his children. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services that include investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.

Ian Gregg is a financial advisor with Lincoln Investment, holding a Series 66 designation and 12 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent time at Legend Advisory Corporation and Legend Equities Corporation. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through a combination of advisor-managed and firm-managed model portfolios, supported by an in-house Investment Management & Research team and access to third-party managers.

Jennifer Cutolo is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. She holds a Series 66 designation and has worked in various roles including at eBay and Raymond James and Associates. Outside of her advisory work, she is involved with Gardens Drugs, a retail pharmacy owned by her husband, where she serves as a bookkeeper. 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, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Suzanne Rupkey is a financial advisor with Lincoln Investment in Jupiter, Florida, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Lincoln Investment since 2017 and previously spent nine years with Legend Equities Corporation and two years with Mutual Service Corporation. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and manages adaptive strategies.

Christopher Rose is a financial advisor with Citigroup Global Markets who holds Series 65, Series 66, and Series 63 licenses and has 14 years of industry experience. Prior to joining Citigroup in 2025, he worked at several firms including Equity Services, Inc., National Life Group, and The Adirondack Trust Company. He serves as treasurer for the Catie Hoch Foundation, a charitable organization. Citigroup Global Markets provides services to individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Tad Sacheck is a financial advisor at Mariner with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Prudent Insurance, LLC, Atlantic Wealth Partners, LLC, and Raymond James Financial Services Advisors. Sacheck is also involved in insurance sales focusing on life, health, and variable annuities. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs a discretionary, customized portfolio approach supported by an internal team and third-party managers, and it provides integrated tax and accounting services along with financial wellness tools for employers.

Daniel Dileo is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with Oppenheimer since 2007. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Dylan Walker is a financial advisor at Mariner with four years of industry experience. He holds a Series 66 designation and has worked at firms including Atlantic Wealth Partners, Morgan Stanley, Bank of America, and Merrill Lynch. Mariner serves a diverse client base ranging from individuals and high-net-worth households to pension plans and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and access to third-party managers, with a notable emphasis on integrated tax services and administrative CFO capabilities.

Elizabeth Baker is a financial advisor at GWN Securities Inc. with 3 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at GWN Securities since 2022. Baker also operates Voyage Retirement, where she assists clients with insurance solutions and manages a Medicare referral business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts and financial planning. The firm offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies, and manages approximately $3.65 billion across more than 37,000 accounts.

Charles Wallace is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley, Citigroup Global Markets, Wells Fargo Advisors, and Raymond James & Associates. He serves as trustee for an irrevocable living trust currently in the process of liquidation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of advisory programs and services using both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Spencer Carpenter IV is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds a Series 66 designation and has been with SunTrust Advisory Services and Suntrust Investment Services, Inc. since 2014. Outside of his advisory role, he is a co-owner of a Duck Donuts franchise in West Palm Beach. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager‑selection programs, implementing advice through a combination of discretionary and non-discretionary solutions supported by third-party platforms and manager relationships.

Michael Walder is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. His prior roles include eight years at Ameriprise Financial Services, Inc., and he is the owner of Prevision Wealth Planning, LLC. 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 provides a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, and custody services.

Paul Wolf is a CFP® with 13 years of industry experience, currently serving as a financial advisor at CWM, LLC. He has managed his own firm, Wolf Money Management, Inc., since 2003. In addition to his advisory work, he is also a licensed insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, emphasizing fiduciary processes and retirement plan services.