Conor Delaney is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been associated with LPL Financial since 2012 and founded Good Life Advisors, LLC, where he has been active since 2014. Outside of advisory services, he manages a cafe business, Good Life Organics. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that provides model portfolios and various investment strategies, allowing advisors flexibility in meeting client needs.

Christopher Ishack is a financial advisor with Savvy in Kissimmee, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Bank of America and Merrill, serving clients for over a decade before joining Savvy in 2026. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach supplemented by active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers and fintech tools to customize investment plans according to client objectives.

Carmen Hodnett is a financial advisor at Meridian Wealth Management, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Southport Capital, Burnette Insurance, and Principal Financial Services. Outside of her advisory role, she is involved with Meridian Insurance LLC, where she consults and sells life insurance and annuity products. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services with an investment approach that includes equities, ETFs, mutual funds, fixed income, and alternative investments.

Kenneth Metviner is a financial advisor at SeaCrest Wealth Management, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SeaCrest since 2012. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that integrates fundamental and technical analysis and uses artificial-intelligence tools alongside human review.

Pierce Giancaterino is a financial advisor at Good Life Advisors, LLC, holding Series 63 and Series 65 credentials with two years of industry experience. His work history includes roles at LPL Financial, Ameriprise, and Brinker Capital Inc., as well as employment outside finance at Amazon and PricewaterhouseCoopers. Good Life Advisors is a multi-team registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, comprehensive financial planning, retirement plan consulting, and access to multiple advisory platforms.

Anthony Acevedo is a financial advisor with Good Life Advisors, LLC in Orlando, FL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America and Merrill. Acevedo also operates Acevedo Capital Group, a business entity for tax and investment purposes. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team-based approach with multiple methods of analysis and offers a range of programmatic solutions, educational seminars, and ongoing planning subscriptions.

Julie Kemp is a CFP® professional with 22 years of experience in the financial services industry. She is affiliated with Good Life Advisors, LLC and has held roles at LPL Financial and Financial Planning Advisors. In addition to her advisory work, she is involved in tax preparation and accounting activities. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to tailor advice and offers a range of portfolio management options alongside educational seminars and subscription-based planning services.

Kelly Connelly is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Good Life Advisors and LPL Financial since 2018 and was previously with Ameriprise Financial Services from 2015 to 2018. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm emphasizes tailored advice supported by independent research and a team approach, offering a range of portfolio management options and educational seminars.

Stephen Caruso is a financial advisor at Brookwood Investment Group with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Belpointe Asset Management and Belpointe Insurance. He is also involved with Brookwood Insurance Group, a related insurance agency. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a variety of strategies and maintains multiple affiliated businesses and partner offices.

Courtnie Gray is a financial advisor at Good Life Advisors, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Good Life Advisors since 2014 and LPL Financial since 2012. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management, serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers, using a tailored investment approach that combines fundamental, technical, and cyclical analysis.

Joshua Chase is a financial advisor at Good Life Advisors, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at LPL Financial, B. Riley Wealth Advisors, B. Riley Wealth Management, Kingsview Asset Management, and Kingsview Financial. Outside of his advisory role, he participates in a Nielsen Rating Household survey. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to align asset allocation with clients’ objectives and risk tolerances, offering discretionary and non-discretionary portfolio management as well as educational seminars and access to third-party programs.

Maggie Yi is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her prior work includes roles at Park Avenue Securities, Guardian Life Insurance, and JPMorgan Chase. Primerica Advisors serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of investment strategies through proprietary and third-party programs, along with financial and business consulting.

Bryan Hernandez is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Hernandez also holds active life and variable annuity insurance licenses. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, employing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management where appropriate.

David Rodriguez Lozada is a financial advisor at Fifth Third Securities, Inc. in Kissimmee, FL, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Fifth Third Bank, Armani Exchange, and Disney, and he has been affiliated with the UCF College of Business since 2015. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers a variety of managed account programs and employs multiple portfolio management strategies delivered via the Passageway platform.

Brent Arnold is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Kestra Advisory and has prior experience with LPL Financial and Templar Financial Services. Outside of his advisory work, Arnold is involved in family farming operations and holds leadership roles in nonprofit organizations, including serving as Vice President of the Colusa Masonic Lodge and Chief Rabban of the Nile Shriners. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors and large investors such as sovereign wealth funds. The firm offers various services including fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions within a supervisory framework.

Miguel Rivas Rosado is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes roles at Bankers Life Securities, Inc., KFA/Humana, and Bankers Life & Casualty, Inc. He is also appointed as an insurance agent with Bankers Life and Casualty Company, specializing in 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 through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to construct tailored portfolios aligned with clients’ goals and risk tolerances.

Martin Plant is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Kissimmee, FL. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. He has been with Fifth Third Securities since 2010 and with the broader Fifth Third organization since 2009. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through investment advisory and brokerage services. The firm offers various managed account programs and investment strategies via the Passageway platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

William Tatro is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and five years of industry experience. He has worked at Foundations Investment Advisors LLC and Myfedretirementwerks Insurance Services, LLC since 2021, and is president of Bass Financial Advisors, where he provides advisory services. Foundations Investment Advisors LLC offers financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.

Cristiane De Amorim Filgueiras is a financial advisor at Fifth Third Securities, Inc. in Orlando, FL. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2026. Prior to this role, her work experience includes positions at Fifth Third Bank and Walt Disney Parks and Resorts US. Fifth Third Securities serves a diverse clientele including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, with a range of strategies including advisor-directed mutual funds, SMA models, and direct indexing.

Yanira Guerrero is a financial advisor at Empower Advisory Group with four years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, Wells Fargo, and other firms. Outside of her advisory role, she is a wedding coordinator, managing logistics for clients on a part-time basis. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail IRA and brokerage clients. The firm’s integrated approach combines proprietary and third-party planning methodologies with recordkeeping and administrative platforms.