Sara Scholl is a CFP® with 18 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2017. Before joining GWN Securities, she worked at MSI Financial Services, Inc. for one year. Outside of her advisory work, she co-owns Regaroo LLC, a company that designs and markets products for online sales. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, offering discretionary portfolio management, model portfolios, and financial planning. The firm uses a blend of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in certain legacy programs.

Stiles Higgins is a financial advisor at GWN Securities Inc. with one year of industry experience. He holds the Series 66 designation and has worked in various roles across educational institutions and business sectors. GWN Securities provides investment advisory and related services to individual and corporate clients through a range of managed account programs, financial planning, and third-party manager introductions. The firm employs a combination of affiliated and unaffiliated sub-advisers and model-based allocations, incorporating market-timing and momentum-based strategies in select programs.

Gregory Young is a CFP® with 31 years of industry experience, currently with Janney Montgomery Scott since 2020. He previously spent 19 years at Raymond James & Associates. Outside of his advisory role, he is involved as a limited partner in Young Family Holdings, LLC. 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 individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, consulting, and advisory services.

Jorrell Best is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes two years at Pan American Life Insurance Group before joining Citigroup in 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm uses multi-asset, multi-manager strategies with oversight committees to select and monitor managers, combining large institutional scale with specialized market roles and arrangements.

Nicholas Mcintee is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with GWN Securities since 2010. In addition to his advisory role, he works as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and employs a range of investment programs, including legacy market-timing and momentum-based strategies.

Thomas Urban Jr. is a CFP® and Series 66 registered advisor with Janney Montgomery Scott, based in Palm Beach Gardens, FL. He has four years of industry experience, including multiple roles within Janney Montgomery Scott since 2021. Outside of financial advising, he has worked as a server and bartender at an Italian restaurant for several years. 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 with a variety of brokerage, financial planning, and advisory services delivered through a mix of in-house and third-party portfolio management.

Robert Frankl is a financial advisor with Lincoln Investment in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He previously worked at Legend Equities Corporation and Legend Advisory LLC before joining Lincoln Investment in 2017. Outside of advisory work, he is involved in real estate sales and property investment, including brokerage services and residential house flipping projects. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a focus on 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team and access to third-party managers.

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 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2008, following nearly a decade at Morgan Stanley and an additional year at Morgan Stanley & Co. Outside of his advisory role, he provides notary services without compensation to individuals outside of Oppenheimer. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers various programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management approaches.

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 with \u0026PARTNERS in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior work includes nine years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. \u0026Partners serves a wide range of individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a blend of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

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 with PNC Wealth Management in Palm Beach Gardens, FL, holding Series 63 and Series 66 designations and 19 years of industry experience. His prior experience includes roles at Truist Investment Services, Wells Fargo Clearing, Wells Fargo Advisors, and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses algorithmic risk assessment and third-party management to implement investments primarily via mutual funds and ETFs.