Arthur Roth II is a financial advisor at BFC Planning, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BFC Planning since 2013. Prior to and concurrently, he has worked at Berthel Fisher & Company Financial Services since 2006. Outside of his advisory roles, Roth is president of Roth Financial Group and Roth Tax Advisory Group, which focus on investments, insurance, and tax preparation. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, and trusts, through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing multiple platforms and allowing tailored fee structures and investment strategies.

Hugh Halsey is a financial advisor at Belpointe Asset Management LLC with 23 years of industry experience. He holds a Series 66 designation and has been with Belpointe since 2016. Outside of his advisory role, he serves as secretary of the Kiwanis Club of Cocoa Beach. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, utilizing customized portfolios and a range of affiliated investment vehicles.

Tony Graybeal is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and SunTrust Advisory Services. Outside of advisory work, he consults for a space company on local demographics, environmental concerns, and real estate expansion. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. 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.

Chrystle Vesco is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding a Series 66 designation and 19 years of industry experience. She has been with Berthel Fisher since 2006. Outside of her advisory role, she is involved in promoting health and wellness products through Isagenix and holds insurance licenses, actively soliciting and managing insurance policies. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm offers both wrap and non-wrap asset management across multiple platforms and employs approximately 100 independent investment adviser representatives.

Bruce Musselman is a financial advisor at Prosperity Wealth Management, Inc. in Cocoa, FL, holding the ChFC® and Series 63 designations with 29 years of industry experience. He has been with Prosperity Wealth Management since 2015 and is also the owner and CEO of BLM Enterprises, a separate administrative business he has managed since 2000. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million in discretionary assets for about 1,600 clients and utilizes a multi-method investment approach that includes ongoing oversight of third-party managers.

Curtis Jones is a financial advisor with Calton & Associates, Inc. in Merritt Island, FL, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with Calton & Associates since 2001. Outside of his advisory role, he is involved as an owner in a bookkeeping business and co-partner in a company managing hunting and timberland properties. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both fee-based and commissionable products and employs multiple program structures and analytic approaches tailored to client goals and risk tolerances.

Kenneth New is a financial advisor with Arete Wealth Advisors, LLC, holding a Series 66 designation and 29 years of industry experience. He has been associated with Arete Wealth Advisors and Arete Wealth Management since 2023 and has longstanding ties with Pinnacle Financial Network and Pinnacle Financial Wealth Management, which he owns and operates, focusing on fixed insurance products. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations and acts as an ERISA fiduciary when applicable, integrating affiliated financial businesses and product channels in its service offerings.

Ethan Graybeal is a financial advisor with Advisory Services Network holding a Series 65 credential and one year of industry experience. His prior work includes positions at Florida Financial Advisors and involvement with Stetson University Athletics Department. He is also an independent agent for Crump Life Insurance, focusing on fixed insurance products such as life insurance and fixed annuities. Advisory Services Network provides a range of investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers diverse strategies including discretionary portfolio management, financial planning, and third-party manager selection, serving clients with a variety of engagement types and investment approaches.

Drew Coursey is a financial advisor with Sowell Management, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining Sowell Management, he held roles at Cambridge Investment Research, Aflac, and the Federal Home Loan Bank Indianapolis. He also spent time as a student at Indiana University Bloomington and the Pfau Course at Indiana University. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers services including model portfolios, third-party manager selection, and unified managed accounts.

Robert Slane is a financial advisor with ValMark Advisers, Inc. and holds Series 63 and Series 65 credentials. He has 12 years of industry experience and has been president and owner of The Wealth Transfer Group, Inc. since 1983. He provides estate planning design and consultation, including GRAT and Split Dollar administration, and regularly speaks on estate planning topics to various professional and charitable organizations. ValMark Advisers, Inc. provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, offering solutions through proprietary and third-party platforms, and is noted for its involvement with investment-company products and index licensing.

Joshua Ellis is a financial advisor at Sowell Management with seven years of industry experience. He holds the Series 66 credential and has previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. In addition to financial advising, Ellis is involved in various activities including real estate sales, independent insurance agency work, tax preparation and accounting services, and specializes in employment retention and R&D tax credits. Sowell Management is a multi-team registered investment adviser that serves individuals, retirement plans, corporations, and other RIAs with portfolio management and financial planning services. The firm employs multiple management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through various platforms.

Jason Fagan is a financial advisor at Sowell Management in Merritt Island, FL, holding Series 63 and Series 65 licenses with 13 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, the ON Equity Sales Company, Ohio National Financial Services, and Chesser Financial. Outside of his advisory work, he leads Fagan Financial Group, focusing on insurance and benefits, and is involved with Cash Flow Architects, providing securities solutions to insurance agents. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm offers diverse investment strategies and support services to its network of over 100 independent advisors.

Michelle Flynn is a financial advisor at Latitude Advisors, LLC with seven years of industry experience. She holds Series 63 and Series 65 credentials and has worked at GWN SECURITIES, Inc. since 2018. Outside of advisory work, Flynn serves as a voluntary board member for the City of Cocoa Beach Firefighters Pension Board and is involved in health and benefits consulting within the aviation industry. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with final decision authority over third-party model recommendations.

Jared Doucette is a financial advisor with Integrity Advisory Solutions holding a Series 65 designation. He has five years of experience with Illuminate Financial Group and eleven years of work history at Rockingham Metal Works. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and model portfolio programs, utilizing a range of investment strategies and third-party platforms.

Matthew Miller is a financial advisor with Impact Partnership Wealth, LLC, holding Series 65 and Series 66 licenses and six years of industry experience. His background includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Edward Jones, and he manages an insurance agency, USA Wealth Services LLC, where he is involved in insurance sales and client education. Miller is also active in insurance seminars through Honor Insurance Group. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion across a network of advisers. The firm offers diverse strategies including model portfolios, discretionary management, and retirement plan services, supported by a broad affiliated-entity ecosystem and multiple operational platforms.

Tracey Higginbotham is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and bringing 31 years of industry experience. She has worked at Latitude Advisors since 2009 and also has a longstanding role as president of Higginbotham Companies, Inc., a tax and accounting practice. Outside of her advisory work, she is involved in managing various family business activities including financial services, insurance, and tax preparation. Latitude Advisors serves individuals, high-net-worth clients, and institutional clients by providing financial planning, discretionary portfolio management, and pension consulting. The firm combines client goals with a range of in-house and third-party model strategies, emphasizing tactical and quantitative approaches, and generally manages client accounts on a discretionary basis.

Robert Meissner III is a financial advisor at Kestra Advisory with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Kestra Advisory and Kestra Investment Services since 2021. Prior to that, he was with Geneos Wealth Management, Inc. and Cornerstone Capital Wealth Management, Inc. He is also a partner in Globaltron Holdings, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as a broad mix of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Jerome Wright is a financial advisor at GWN Securities Inc. with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Ameritas Investment Corp, CCF Investments, and Capital Choice Financial Services. Outside of his advisory role, Wright is involved in the insurance sector as an independent life and health insurance agent and has held marketing and management roles in healthcare and family property management businesses. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts and financial planning. The firm offers a range of managed-account programs and model portfolios, including strategies that incorporate market-timing and momentum techniques, which are unusual among firms of its size.

Stephen Young is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has 18 years of industry experience, including ten years at ProEquities, Inc. In addition to his advisory role, he provides financial planning and insurance services through his independent business, Security Financial Management. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets under management.

Jamie Mackenzie is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Truist Advisory Services since 2016 and Truist Investment Services since 2015. Outside of his advisory role, Mackenzie owns a life coaching business and operates multiple online retail ventures, including photography sales and an Amazon influencer website. 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, participant advice, and a manager‑selection program implemented through a combination of discretionary and non‑discretionary strategies supported by third‑party platforms and research.