Joshua Crawford is a financial advisor at Integrity Advisory Solutions with seven years of industry experience. He holds a Series 66 designation and is also the managing partner at Kulas & Crawford, providing legal and planning services as an attorney. 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 plan consulting, and model portfolio programs, utilizing fundamental and technical analysis alongside various asset-allocation strategies.

Kenneth Darnell is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has 21 years of industry experience. His prior work experience includes roles at SunTrust Advisory Services, SunTrust Investment Services, Wells Fargo Clearing, and Morgan Stanley DW Inc. He is based in Vero Beach, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled tools to support investment decision-making and manager oversight.

Ambika Ramdehal is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. She holds a Series 65 designation and has prior experience working at AmeriLife and in educational roles with Indian River School District and St Lucie Public Schools. Outside of finance, she has operated Ambika's Music Academy, LLC. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Joseph Sullivan is a financial advisor with Truist Advisory Services in Port St. Lucie, FL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities before joining SunTrust Advisory Services in 2017. Outside of his advisory role, he is involved in managing several family-owned business entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Kenneth Guntkowski is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has 23 years of industry experience, including roles at Ameritas Investment Corp and Ameritas Life Insurance Corp. Outside of finance, he operates Marisol's Photography Inc., providing photography services for church events, weddings, and other occasions. Ameritas Advisory Services, LLC offers investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm uses various investment strategies, including model portfolios, mutual funds, ETFs, and individual securities, and provides both discretionary and non-discretionary management programs.

Jeffrey Steinberg is a financial advisor at Cetera Planning Partners with over 31 years of industry experience. He holds the CFP® and ChFC® designations and has a longstanding background in legal practice, working as an attorney since 1991. Prior to his current role, he has been affiliated with several firms within the Cetera and Avantax networks. Outside of advising, Steinberg is a limited partner investor in a credit fund that lends to start-ups and receives referral fees for legal cases he refers. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s approach involves diversified portfolios tailored to client objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Daniel Peguero is a financial advisor with PNC Wealth Management based in Port St. Lucie, FL. He holds a Series 66 designation and has 15 years of industry experience, including prior roles at Northwestern Mutual, Vital Financial Group, and Wells Fargo. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account that utilizes algorithmic risk assessment and investment strategies managed by PNC or third parties.

Robert Loeb is a CFP® professional with 40 years of industry experience, currently affiliated with Kestra Advisory Services. He has been with Kestra since 2016 and also leads Westchester Benefit Group, where he has served since 2003. Outside of his advisory roles, Loeb is active in community service as President of the N. Salem Lions Club and serves as a trustee for the Thomas J. Kaplan Estate. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as plan design, fiduciary consulting, and employee education, supporting investments with due diligence and serving large institutional clients, including sovereign wealth funds.

Tilden Sowdon is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Simplicity Wealth, LifePro Asset Management, GWN Securities, THE O.N. Equity Sales Company, and Ohio National Financial Services. Outside of advisory work, he serves on the board of Lester Development Corp and is an independent insurance agent. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering portfolio management and comprehensive financial planning through independent advisors and sub-advisors.

Trevor Durham is a financial advisor with Bankers Life Advisory Services, Inc. in Port St Lucie, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior experience includes service in the United States Navy from 2020 to 2022 and roles at various entities within the Bankers Life organization since 2018. In addition to his advisory work, he is appointed as an insurance agent helping clients with Medicare plans, life insurance, and annuities. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations aligned with clients’ goals and risk tolerances.

Matthew Chiccuarelli III is a financial advisor with Commonwealth Financial Network in Malden, MA. He holds the ChFC® designation and Series 63 license and has 16 years of industry experience. He has been with Commonwealth Financial Network since 2008. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management support to its advisors.

Christopher Glading is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked in various roles including as a licensed insurance agent and in youth leadership positions within community organizations. His prior work includes engagements with AmeriLife and managing his own advisory firm, Chris Glading Financial Services, LLC. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and various affiliated and proprietary investment products.

William Pembroke is a financial advisor with Cetera Planning Partners in Port St. Lucie, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles with multiple Cetera entities and Avantax Planning Partners, as well as ownership of a CPA practice since 1991. He serves as Treasurer for a commercial condominium association, where he handles tax filings. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s approach emphasizes diversified allocations aligned with client objectives and risk tolerance and integrates tax planning, estate services, and other offerings through a broad network of affiliated resources.

Gregory Mathey is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary and non-discretionary strategies, supported by third-party platform partnerships and AI-enabled research tools.

Charles Morales is a Series 66-registered financial advisor with 17 years of industry experience. He has worked at PNC Investments since 2016 and spent time at J.P. Morgan Securities from 2014 to 2015. Morales is based in Fort Pierce, Florida. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and invests primarily in mutual funds and ETFs with annual rebalancing.

Brandon Buccieri is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 designation and five years of industry experience. He has been with Bankers Life & Casualty since 2015. Buccieri also works as an insurance agent with Bankers Life & Casualty. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, ongoing investment management, and uses a combination of fundamental, technical, and cyclical analysis in its investment approach.

Susan Green is a financial advisor with Eagle Strategies (New York Life) based in Ft. Pierce, FL. She holds Series 63, 65, and 66 designations and has 40 years of industry experience. Susan has been with Eagle Strategies since 2018 and has also worked with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations to meet client objectives and plan sponsor requirements.

Robert Bryan is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 43 years of industry experience. He has worked at Prudential Insurance Company of America since 1973 and transitioned to LPL Enterprise in 2024. LPL Enterprise provides advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and various entities through a large network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers services including financial planning, third-party asset manager access, and participation in wrap programs.

Lori Wolfe Lazorik is a Series 66-licensed financial advisor with UBS Financial Services in Fort Pierce, Florida, where she has worked since 2004. She has 22 years of industry experience. Outside of her advisory role, she is involved with a Women’s Networking Group in Vero Beach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides tailored financial planning and portfolio management supported by proprietary research and capital market assumptions.

Brandon Chavez is a financial advisor with J.P. Morgan Securities in Port St. Lucie, FL, holding Series 66 and Series 63 credentials and five years of industry experience. He has worked at J.P. Morgan Securities since 2021 and with JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence combining quantitative and qualitative research, with recommendations that may incorporate an ESG eligibility framework.