Nicholas Bruce is a CFP® and Series 66 licensed advisor at Advisory Services Network with five years of industry experience. He has previously worked at UBS Financial Services and Collins Brown Barkett. Outside of advising, he serves as managing partner and attorney at Bruce Estate Law and holds board positions with Ballet Vero Beach, Literacy Services of Indian River County, and Moorings Educational Foundation. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm offers a range of portfolio management and financial planning services, employing diverse investment strategies and flexible engagement models.

David Lakis is a financial advisor with CL Wealth Management LLC, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has previously worked at several firms, including Cabot Lodge Securities, SB Advisory, and Harbour Investments. Outside of his advisory role, he owns Lakís Investments Inc., where he operates as an independent insurance agent specializing in life, health, long-term care insurance, and equity-indexed annuities. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies through fundamental and technical analysis with both discretionary and non-discretionary management.

Joshua Crawford is a financial advisor with Integrity Advisory Solutions and holds a Series 66 designation. He has seven years of industry experience and has worked at firms including Avantax Planning Partners and 1st Global Advisors. In addition to his advisory role, he is an attorney and managing partner at Kulas & Crawford, providing legal and planning services. Integrity Advisory Solutions serves a diverse client base, including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a network model and third-party platforms to deliver customized investment strategies.

Kenneth Darnell is a financial advisor at Truist Advisory Services with 20 years of industry experience. He holds a Series 66 designation and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2008. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

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, holding the Series 66 designation and having 22 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has a background that includes roles at Arenal Advisors, Inc. and managing his own business, Marisol's Photography Inc., where he provides photography services for events and portraits. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and financial planning through a combination of model portfolios, third-party sub-advisers, and custom strategies.

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 39 years of experience in the financial services industry. He is affiliated with Kestra Advisory and Kestra Investment Services, where he has worked since 2016, and he is also the owner of Westchester Benefit Group, a firm he has led since 1993. Outside of his advisory work, Loeb serves as president of the N. Salem Lions, a community and charitable organization, and acts as trustee of the Thomas J. Kaplan Estate. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services that include fiduciary consulting, plan design, and employee education. The firm manages substantial assets and serves diverse clients, including very large institutional investors and sovereign wealth funds, while utilizing multiple management platforms and third-party solutions within its supervisory framework.

Tilden Sowdon is a financial advisor at TLG Advisors, Inc. with 29 years of industry experience. His career includes roles at LifePro Asset Management, GWN Securities, The O.N. Equity Sales Company, and Ohio National Financial Services. He also serves as an agency principal for an independent insurance agency and sits on the board of a real estate development company. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, offering both sub-advisor managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

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.

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 financial advisor at PNC Wealth Management in Fort Pierce, FL, holding a Series 66 designation with 17 years of industry experience. He has been with PNC Investments since 2016 and was a self-employed trader prior to that. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary online model account offered as an employee-only pilot. The firm utilizes approved model strategies managed by PNC or third parties, focusing on mutual funds and ETFs with algorithm-driven enrollment and 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 at LPL Enterprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over five decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios along with brokerage and insurance products through an integrated platform.

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 at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2018, alongside a decade-long tenure with JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.