Sasha Kiel is a financial advisor at &PARTNERS with 24 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining &PARTNERS in 2025, he worked at Wells Fargo Clearing for six years and UBS Financial Services for five years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, utilizing a mix of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

David Blankenship is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds a Series 66 designation. Prior to joining Janney, he worked at PitchBook Data for three years and has held roles at Medbridge, BizX, and ATT. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Jesse Studyvin is a financial advisor with Money Concepts Capital Corp in Palm Beach Gardens, FL, holding the ChFC® designation and Series 66 license. He has six years of industry experience and also serves in roles at Cornerstone Tax Planning and Schofield Enterprises. Additionally, he provides consulting services for the FP Alpha-Webinar Series. Money Concepts Advisory Service (MCAS) offers portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs various managed programs and combines fundamental and technical analysis with modern portfolio theory to manage assets for a diverse client base.

Matthew Melendy is a financial advisor with NewEdge Advisors in Jupiter, FL, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at NewEdge Advisors since 2019 and previously held roles at NewEdge Securities and Mid Atlantic Financial Management. Outside of advisory work, he is a co-owner of a commercial/medical office property and also engages in unsolicited term life insurance sales. NewEdge Advisors is an enterprise-scale registered investment adviser serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers diverse investment programs combining in-house and third-party strategies, employs centralized due diligence, and integrates technology solutions such as algorithmic model portfolios and held-away account platforms.

Matthew Wisehaupt is a financial advisor with Hightower Advisors, holding a Series 66 designation and eight years of industry experience. He has been with HighTower Securities, LLC since 2017. Prior to his current role, he was employed at Case Western Reserve University and Cleveland Clinic. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s investment approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Ryan Mc Call is a financial advisor at Money Concepts Capital Corp with one year of industry experience. He holds the Series 66 designation and has previously worked at A1A2 Inc. and Florida Sports Cycle. Prior to entering the financial sector, he spent nine years in full-time education. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving approximately 14,700 clients through a team of about 431 advisors.

Theodore Cardasis is a CFP® and holds a Series 66 license with 14 years of industry experience. He is affiliated with Mariner and Msec, LLC, where he has worked for the past 10 years. Both roles are investment-related. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, by offering investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm provides discretionary, customized portfolios supported by in-house research and external managers, with notable integration of tax and accounting services as well as family office and financial wellness solutions.

Brian Havermann is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Brookstone since 2017 and has operated Havermann Financial Services since 2000, where he is also involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Mary Walsh is a financial advisor with Money Concepts Capital Corp in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and with 29 years of industry experience. She has worked at Money Concepts Capital Corp since 1996 and concurrently at Global World Network Securities Inc. since 2003, as well as at Win Advisors, Inc. since 2019. Outside of her advisory roles, she serves as Secretary of the Icon Home Board in Palm Beach Gardens. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation strategies and offers both discretionary and non-discretionary programs supported by multiple portfolio options and third-party service providers.

John Fico is a Series 66-credentialed advisor with 18 years of industry experience. He has been with PNC Wealth Management since 2013. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, digital discretionary model account for employees. The firm uses algorithmic questionnaires to recommend risk bands and implements investments via approved model strategies managed by PNC or third-party strategists.

Howard Silver is a financial advisor with NewEdge Advisors, LLC based in Jupiter, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Inc. and LPL Financial. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Elizabeth Young is a financial advisor with Janney Montgomery Scott LLC, holding a Series 66 designation and nine years of industry experience. She has worked at Janney Montgomery Scott since 2020 and previously was with Raymond James & Associates from 2016 to 2020. Young also volunteered with the Volunteer Income Tax Assistance program from 2017 to 2018. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and wrap/advisory programs.

Katherine Reppert is a financial advisor at Money Concepts Capital Corp with four years of industry experience. She holds a Series 65 credential and has worked at Money Concepts Advisory Services since 2017. Prior to her financial career, she was employed at GreenChem Industries LLC for seven years. She serves as treasurer for SE FL ACA Intergroup, Inc., a charity organization. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets through a large network of advisors, utilizing model-driven and asset-allocation investment approaches.

Lisa Fentress is a CFP® professional with 26 years of industry experience, currently serving at Mariner Wealth Advisors since 2018. Her prior experience includes roles at Securities America Advisors, Inc., Cedar Brook Group, and Cedar Brook Financial Partners. She also holds a role as Membership Committee Director for the nonprofit Impact the Palm Beaches. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and specialized services such as tax integration and family office solutions. The firm employs customized discretionary portfolios supported by both in-house research and third-party managers, offering a broad range of investment strategies and administrative financial wellness tools.

Christopher Mcbay is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he provides life and long-term care insurance and is involved in health insurance group life and disability plans. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of managed-account programs that include both traditional asset-allocation and legacy market-timing strategies.

Brian Pias is a financial advisor with Lincoln Investment in Palm Beach Gardens, FL, holding a Series 66 designation and eight years of industry experience. He has been with Legend Group/Lincoln Investment since 2016. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advisory services, employing both strategic and tactical investment approaches and managing approximately $22.9 billion in advisory assets.

Anthony Intagliata is a CFP® with eight years of industry experience, currently advising at Mariner since 2026. His prior roles include positions at Hightower, Farr Miller & Washington, Cetera Investment Services, Regions Bank, HSB Securities USA, HSBC Bank USA, and PNC Bank. He is based in Palm Beach Gardens, FL. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm offers customized discretionary portfolios supported by in-house and third-party research, along with integrated tax, accounting, and family office services.

Douglas Linker is a financial advisor with Rockefeller Financial LLC in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His work history includes roles at Merrill and Bank of America, NA, before joining Rockefeller Financial. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides both discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer with capabilities including securities transactions, variable insurance products, and investment banking services.

David Wilcox is a financial advisor at Brookstone Capital Management LLC with 36 years of industry experience. He holds a Series 65 designation and has worked at Center Street Securities, Prosperity Financial Solutions LLC, and his own firm, David Wilcox Financial. In addition to advisory work, he is involved in independent life and health insurance sales through Prosperity Financial Solutions LLC. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm offers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts with a range of strategies, and supports a large advisor network via a turnkey asset management platform.

Louis Ambrosio is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at RBC Capital Markets and City National Bank, as well as running Amore Ambro for eight years. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, utilizing a mix of discretionary wealth management, financial planning, and outsourced CIO solutions. The firm employs a manager selection process based on a proprietary “Focus List” and supports client strategies through third-party platforms and quantitative due diligence.