Ryan Steckler is a financial advisor with Janney Montgomery Scott in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Janney Montgomery Scott since 2016. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Peter Venzara is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2008. Outside of his advisory role, he provides notary services to individuals outside the firm without compensation. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment vehicles to meet client objectives.

Kevin Garvey Jr. is a CFP® professional with 20 years of experience in financial advisory services. He currently works at Mariner Wealth Advisors, joining the firm in 2023 after roles at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Outside of his advisory work, he serves as Vice President of his homeowners association board and is an officer of a balloon decoration business. Mariner Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm implements customized portfolios overseen by an Investment Committee, combining in-house research with third-party managers and provides integrated tax and accounting services alongside operational CFO capabilities.

Mark Gronner is a financial advisor at &PARTNERS with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, and operates as both a registered investment adviser and broker-dealer.

Carl Neitzel is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he provides consulting services related to software for select clients. GWN Securities offers investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm combines model-based portfolio management with the flexibility for representatives to select sub-advisers and utilizes both traditional and tactical investment strategies.

Gary Vescio is a financial advisor with Janney Montgomery Scott in Palm Beach Gardens, FL. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Janney in 2022, he spent eight years at Raymond James & Associates. 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, estates, corporate sponsors, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

Donald Baker is an investment advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Kestra Advisory since 2016 and has longstanding involvement with related entities including The Baker Group and Executive Compensation Plans, Inc., where he provides consulting and financial planning services. Outside of his advisory role, he owns The Baker Group, offering insurance, financial and estate planning, and business financing consulting. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design, employee education, and manages various investment platforms, serving large investors such as sovereign wealth funds and offering a range of third-party managed solutions.

Thomas Urban is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Janney Montgomery Scott since 2006. Outside of his advisory role, he volunteers as a baseball coach for Palm Beach County Schools. 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, and institutional clients, and offers brokerage services, financial planning, consulting, and multiple advisory programs.

Rodolfo Valdes is a financial advisor with Money Concepts Capital Corp in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at Money Concepts Capital Corp since 2018 and previously at Invest Financial Corporation from 2015 to 2018. Outside of his advisory role, he is a partner at Brighten Capital, LLC, a business involved in managing rental properties. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage client assets.

Kevin Campbell is a CFA® charterholder with 14 years of industry experience. He is currently with HB Wealth, where he has worked for five years. His prior roles include positions at Truist Advisory Services, SunTrust Advisory Services, and GenSpring Family Offices. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices, as well as institutional clients and investment companies. The firm offers wealth and investment management, financial planning, and outsourced chief investment officer services, managing portfolios using a combination of quantitative and qualitative due diligence across a range of public and private investment strategies.

Mark Horevitz is a CFP® with 40 years of industry experience, currently serving as an advisor at GWN Securities Inc. since 2015. He is also president and part owner of Florida Actuarial Corp, a firm specializing in 401(k) plan consulting. Horevitz has held community leadership roles, including serving as president of the Davie and West Hollywood Kiwanis. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individuals and business clients. The firm supports a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Adam Landau is a financial advisor at Rockefeller Financial LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform.

Alexander Jacobs is a financial advisor at PNC Wealth Management with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and Truist Investment Services. Based in Palm Beach Gardens, FL, Jacobs joined PNC Wealth Management in 2025. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only pilot program for employees that uses algorithm-driven risk assessment and invests through approved mutual funds and ETFs with annual rebalancing.

Kenneth Leach is a financial advisor at NewEdge Advisors with 50 years of industry experience. He holds Series 63 and Series 65 designations and has worked at NewEdge Advisors since 2021. Prior to that, he spent 14 years at Mid Atlantic Financial Management and 13 years at Mid Atlantic Capital Corporation. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services such as portfolio management, financial planning, retirement and pension consulting, and access to sponsored advisory programs through a network of independent investment adviser representatives.

Aakash Thakor is a financial advisor at GWN Securities Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Tiluk Capital Management LLC and ForOurHomes LLC. 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, financial planning, and access to third-party sub-advisers through a large network of advisors, utilizing a range of managed-account programs and model portfolios.

Gus Roessler is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. He holds the Series 66, Series 63, and Series 65 licenses. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as founding and leading his own firms, GSR Capital Partners LLC and GSRCAP LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm operates as both an investment advisor and a registered broker-dealer, offering portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment platform.

Anthony Vernale is a CFA® charterholder with four years of industry experience. He is currently with Mariner and previously worked at Atlantic Wealth Partners, LLC and Highbridge Capital Management, LLC. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a range of strategies that include equities, fixed income, alternatives, and digital assets.

Dylan Linsky is a financial advisor at Centaurus Financial, Inc. with four years of industry experience. He holds the Series 66 designation and has worked previously at Millennium Hill Capital Management and Prodigy Capital. Outside of his advisory role, he is a partner at Linsky Financial Group, a life insurance agency. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management, and retirement-plan consulting through a combination of discretionary and non-discretionary arrangements employing various analytical approaches.

Brian Dodds is a financial advisor with Money Concepts Capital Corp in Palm Beach Gardens, FL, holding a Series 63 designation and 25 years of industry experience. He has been with Money Concepts Capital Corp since 2000 and has also been affiliated with MT Vernon Nazarene College since 1995. Outside of his advisory role, Dodds serves as a board member and officer for the Quadrille of Ponte Vedra Beach Homeowners Association and is involved in airplane ownership through BPD Enterprises, LLC. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers to serve approximately 14,700 clients with about $3.33 billion in assets under management.

Tina Munroe is a financial advisor at Key Investment Services LLC with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at KeyBank NA, Truist Advisory Services, BB&T, and Wells Fargo in various capacities. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs including model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client direction and model selection while providing ongoing monitoring and due diligence of third-party advisory products.