Michael Petrizzi is a CFP® with 35 years of industry experience, currently serving at Truist Advisory Services. He has been with SunTrust Advisory Services since 2016 and with SunTrust Investment Services, Inc. since 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research.

Melinda Swartzbaugh is a financial advisor with OSAIC Institutions, INC. She holds a Series 66 designation and has 19 years of industry experience. Her prior work includes roles at First Bank, Infinex Investments, Inc., and First Brokerage America, LLC. She is also the president of The Benefits Advisor, a home-based insurance sales business. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements. The firm provides access to alternative investments, financial planning, and lending solutions, with a notable emphasis on non-discretionary assets managed through a network of investment adviser representatives.

Tayiba Jannat is a financial advisor at Truist Advisory Services with two years of industry experience. She holds the Series 66 designation and has held various roles within Truist and its affiliated entities since 2023. Prior to her advisory career, Jannat worked in diverse positions including consulting and corporate roles, as well as involvement with the University of Florida and Club Pilates. 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, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Peter Ream is a financial advisor with Lincoln Investment in Boynton Beach, FL, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His career includes roles at Capital Analysts, HSBC Securities, HSBC Bank USA, PNC Investments, and PNC Bank. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and both advisor- and firm-managed portfolios, utilizing a blend of strategic and tactical investment approaches overseen by an Investment Management & Research team.

Eric Wertheim is a financial advisor with Empower Advisory Group in Delray Beach, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he served in the Army National Guard for over ten years as a Field Artillery Officer. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and managed account solutions.

Joumana Jordi is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with PNC Investments, LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic questionnaires to recommend investment risk bands and employs mutual funds and ETFs with annual rebalancing.

Lynn Balch is a financial advisor with Lincoln Investment in Wellington, FL, holding Series 63 and Series 65 licenses and with 41 years of industry experience. Prior to joining Lincoln Investment in 2017, she spent 12 years at Legend Equities Corporation. She serves as a board member and Club Service Chair for a local Rotary club and is involved with the Penn State University alumni association as an endowment chair. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory services, using a mix of strategic and dynamic investment approaches managed by an in-house Investment Management & Research team.

Brent Fykes is a Certified Financial Planner® and Chartered Financial Analyst® with 21 years of industry experience. He has been with CIBC Private Wealth Management since 2014 and serves as a trustee of the James C. Dismuke Trust. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a comprehensive investment process involving internal teams and committees to deliver customized portfolios and offers a range of strategies including options hedges and structured notes.

Robert Slawinski is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having nine years of industry experience. His career includes roles at World Financial Group, Aligned Benefits Group, and involvement with the National Association of Registered Social Security Analysts. Outside of his advisory work, he serves as president of the Hambleton Estates Civic Association and hosts international students attending The King’s Academy. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach combined with third-party managers and digital platforms to deliver its services.

David Salley is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Ameritas Investment Corp and Salley Wealth Management since 2016. Outside of his advisory role, Salley is the CEO and owner of The Salley Foundation, a nonprofit baseball league. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, utilizing both in-house and third-party investment solutions.

Mark Feliciano is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 11 years of industry experience. He has been with Bankers Life in various capacities since 2005, including his current role at Bankers Life Advisory Services since 2020. Feliciano also serves as a Unit Sales Manager, recruiting and training insurance agents and supporting the sale of Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations aligned with clients’ objectives and risk tolerances.

Frank Sweeney is a financial advisor with Commonwealth Financial Network in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Commonwealth Financial Network since 2016 and also maintains a role at Capital Management Partners, LLC. Outside of advising, he teaches the CFP Education Program as an instructor for Dalton Educational. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Jamel Parks is a financial advisor at Citizens Securities, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fifth Third Securities and Fifth Third Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

William Sauers is a financial advisor with TLG Advisors, Inc. based in West Palm Beach, FL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, Merrill, LPL Financial, and Cetera Wealth Services. He is also a Master Sergeant in the United States Air Force Reserve and serves as a contract manager for Hive LLC supporting the United States Space Force. TLG Advisors, Inc. serves a diverse client base ranging from individuals and high-net-worth clients to institutional investors, providing investment supervisory services, portfolio management, and fiduciary services for ERISA-qualified plans. The firm’s investment approach emphasizes manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, with many client portfolios managed through sub-advisors and program platforms.

Sarah Mueller is a financial advisor with Bankers Life Advisory Services, Inc. and holds a Series 65 license. She has eight years of industry experience and has worked primarily within the Bankers Life organization since 2017. In addition to her advisory role, Mueller serves as a unit field trainer, recruiting and training insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Shannon Sandel is a financial advisor at Citizens Securities, Inc. in West Palm Beach, FL, holding Series 65 and Series 63 licenses with 18 years of industry experience. Her career has been with Citizens Bank and Citizens Securities since 2016. Outside of her advisory role, she is a notary public and performs administrative duties for Sandel Roofing LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both advisory and brokerage services. The firm provides investment programs such as a digital advisory option that uses proprietary algorithms and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Julian Turosienski is a financial advisor at Cresset Asset Management, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Keiser University. Cresset Asset Management is a multidisciplinary investment adviser managing approximately $78.9 billion in assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive implementation across public equities, fixed income, and various alternatives, utilizing tools such as artificial intelligence and machine learning for research and analysis.

Brian Johnson is a financial advisor at Citizens Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including J.P. Morgan Securities, LPL Financial Services, and Fifth Third Securities. Johnson is currently based in Stow, Ohio. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Halsey Schreier is a financial advisor at CIBC Private Wealth Advisors, Inc. in West Palm Beach, FL. He holds the Series 65 designation and has been with CIBC Private Wealth since 2016. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm uses a combination of internal investment teams, relationship managers, and governance committees to deliver customized portfolio management and planning services, and it manages a substantial asset base with relatively high assets under management per advisor.

Joshua Dadan II is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with SunTrust Advisory Services since 2016. Outside of his advisory role, he is a landlord for a residency property in Greenacres, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platform relationships.