Brent Fykes is a Certified Financial Planner® and Chartered Financial Analyst® with 21 years of industry experience. He has been with CIBC Private Wealth Management since 2014 and serves as a trustee of the James C. Dismuke Trust. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a comprehensive investment process involving internal teams and committees to deliver customized portfolios and offers a range of strategies including options hedges and structured notes.

Robert Slawinski is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having nine years of industry experience. His career includes roles at World Financial Group, Aligned Benefits Group, and involvement with the National Association of Registered Social Security Analysts. Outside of his advisory work, he serves as president of the Hambleton Estates Civic Association and hosts international students attending The King’s Academy. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach combined with third-party managers and digital platforms to deliver its services.

Alaa Ali is a financial advisor at TD Private Client Wealth LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including JPMorgan Securities LLC, PNC Investments LLC, and StateTrust Investments, Inc. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes strategic and tactical asset allocation combined with investments from affiliated and third-party sub-managers to construct client portfolios.

David Salley is a financial advisor with Ameritas Advisory Services, LLC in Wellington, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Ameritas Advisory Services since 2019 and has prior experience at 20/20 Capital Management, Inc. Salley is also the owner and CEO of The Salley Foundation, a nonprofit baseball league. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs and fee-based management of variable products, supported by an Investment Committee and third-party partners.

Mark Feliciano is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 11 years of industry experience. He has been with Bankers Life in various capacities since 2005, including his current role at Bankers Life Advisory Services since 2020. Feliciano also serves as a Unit Sales Manager, recruiting and training insurance agents and supporting the sale of 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 with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations aligned with clients’ objectives and risk tolerances.

Frank Sweeney is a financial advisor with Commonwealth Financial Network in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Commonwealth Financial Network since 2016 and also maintains a role at Capital Management Partners, LLC. Outside of advising, he teaches the CFP Education Program as an instructor for Dalton Educational. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Jamel Parks is a financial advisor at Citizens Securities, Inc. in West Palm Beach, FL, holding Series 63 and Series 65 licenses with six years of industry experience. His career includes roles at Fifth Third Securities and Fifth Third Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm operates a digital advisory program alongside managed accounts and functions as a broker-dealer and insurance agency.

Denville Loney is a financial advisor with TD Private Client Wealth LLC and holds Series 63 and Series 65 licenses. He has five years of industry experience and previously worked at American Income Life. Outside of finance, he is involved with the American Bread Company, where he works on the production line and operates heavy equipment on weekends. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, providing portfolio management, financial planning support, and access to mutual funds, ETFs, and separately managed accounts through a combination of affiliated and third-party sub-managers.

William Sauers is a financial advisor with TLG Advisors, Inc. based in West Palm Beach, FL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, Merrill, LPL Financial, and Cetera Wealth Services. He is also a Master Sergeant in the United States Air Force Reserve and serves as a contract manager for Hive LLC supporting the United States Space Force. TLG Advisors, Inc. serves a diverse client base ranging from individuals and high-net-worth clients to institutional investors, providing investment supervisory services, portfolio management, and fiduciary services for ERISA-qualified plans. The firm’s investment approach emphasizes manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, with many client portfolios managed through sub-advisors and program platforms.

Theodore Sarantos is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked with TD Bank N.A. and TD Private Client Wealth LLC since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Sarah Mueller is a financial advisor with Bankers Life Advisory Services, Inc. and holds a Series 65 license. She has eight years of industry experience and has worked primarily within the Bankers Life organization since 2017. In addition to her advisory role, Mueller serves as a unit field trainer, recruiting and training insurance agents. 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 uses a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Shannon Sandel is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. She holds Series 65 and Series 63 licenses and has been affiliated with Citizens Bank and Citizens Securities since 2016. Outside of her advisory role, she performs notary public duties and has administrative responsibilities at Sandel Roofing LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Julian Turosienski is a financial advisor at Cresset Asset Management, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Cresset since 2022, following two years at Merrill and prior roles including positions at Burning Tree Country Club and Keiser University. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets and serving a range of clients including individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a disciplined, risk-aware investment approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes, supported by tools such as artificial intelligence and machine learning.

Brian Johnson is a financial advisor with Citizens Securities, Inc. in West Palm Beach, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at J.P. Morgan Securities, LPL Financial Services, Fifth Third Securities, and PNC Investments. Johnson has worked extensively within both brokerage and advisory capacities at multiple firms over his career. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm features a digital advisory platform that uses proprietary algorithms and client risk profiles to recommend ETF portfolios, though it also engages in commission-based brokerage and non-discretionary business.

Halsey Schreier is a financial advisor at CIBC Private Wealth Advisors, Inc. in West Palm Beach, FL. He holds the Series 65 designation and has been with CIBC Private Wealth since 2016. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm uses a combination of internal investment teams, relationship managers, and governance committees to deliver customized portfolio management and planning services, and it manages a substantial asset base with relatively high assets under management per advisor.

Joshua Dadan II is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with SunTrust Advisory Services since 2016. Outside of his advisory role, he is a landlord for a residency property in Greenacres, Florida. 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, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platform relationships.

Ettore Ventrice is a CFP® professional at Cresset Asset Management, LLC with 34 years of industry experience. He previously worked at UBS Financial Services for 11 years. Outside of his advisory role, he serves on the boards of Impact 100 and the FAU Foundation and participates in committee work at the Royal Palm Yacht & Country Club. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach incorporating strategic asset allocation, manager selection, and both active and passive strategies across public and alternative asset classes.

Michael Sullum is a financial advisor at Commonwealth Financial Network with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Financial Advisors for 15 years before joining Commonwealth and Aegis Consulting. Outside of advisory work, he is co-owner of several holding companies, including Dream Properties Fly Eagles Fly, LLC and Boundless Valley Ranch, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and services, including discretionary model portfolios and personalized indexing, while providing operational, compliance, and practice-management support to affiliated advisors.

David Bleznak is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Kestra Advisory since 2016 and also serves as CEO and managing partner of Secure Planning Advisors, LLC. Outside of his advisory roles, he is involved in insurance sales through multiple related business activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds, through a variety of management platforms and third-party solutions.

Richard Gregory is a financial advisor with Bankers Life Advisory Services, Inc. in West Palm Beach, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with Bankers Life Securities Inc. since 2017 and with Bankers Life & Casualty since 2014, where he also serves as a Unit Field Trainer recruiting and training insurance agents. Gregory is president of the George M Gregory Foundation, which manages charitable distributions and tax filings. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis.