Richard Olson is a financial advisor with Empower Advisory Group holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Legacy Probate International and Citizens Private Wealth. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base relative to its adviser headcount.

Michael Petrizzi is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His career includes roles at SunTrust Advisory Services, Citigroup Global Markets, and Merrill. He is based in Lake Worth, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and third-party platforms to implement their advice.

Melinda Swartzbaugh is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 20 years of industry experience. She has worked at First Bank and Infinex Investments since 2017, with prior roles at First Brokerage America and UBS Financial Services. Outside of her advisory work, she is the president of The Benefits Advisor, a home-based insurance sales business. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a large network of representatives. The firm offers customized advisory services, financial planning, ERISA plan support, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Tayiba Jannat is a financial advisor at Truist Advisory Services with two years of industry experience. She holds the Series 66 designation and has held various roles within Truist and its affiliated entities since 2023. Prior to her advisory career, Jannat worked in diverse positions including consulting and corporate roles, as well as involvement with the University of Florida and Club Pilates. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Eric Wertheim is a financial advisor with Empower Advisory Group in Delray Beach, FL, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Empower, he has served in the Army National Guard since 2016, currently as a Field Artillery Officer with the rank of Captain. He also has experience with Ramah Sports Academy and Ramah Day Camp. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Joumana Jordi is a financial advisor at PNC Wealth Management with 18 years of industry experience. She has held her current role since 2016 and holds Series 65 and Series 63 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm’s approach involves algorithmic risk assessment and use of approved model strategies managed internally or by third parties, with portfolio implementation delegated to external firms.

Lynn Balch is a financial advisor with Lincoln Investment in Wellington, FL, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. Prior to joining Lincoln Investment in 2017, Balch spent 12 years at Legend Equities Corporation. Outside of advisory work, Balch serves as a board member and Club Service Chair for a local Rotary Club and is involved as an endowment chair with the Penn State University alumni association. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plan participants. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and manages dynamic investment strategies.

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, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameritas Investment Corp since 2016 and has been involved with Salley Wealth Management since the same year. Outside of his advisory work, he is the CEO and owner of The Salley Foundation, a nonprofit baseball league. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies using model portfolios, mutual funds, ETFs, interval funds, and individual securities, and operates various program platforms supported by third-party technology and managers.

Mark Feliciano is a financial advisor at Bankers Life Advisory Services, Inc. with 12 years of industry experience. He holds a Series 66 designation and has been with Bankers Life in various capacities since 2005. In addition to his advisory role, he works as a Unit Sales Manager recruiting and training insurance agents focused on 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 uses fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals, risk tolerances, and time horizons.

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, holding Series 63 and Series 65 designations and six years of industry experience. He has worked at TD Private Client Wealth LLC since 2020 and has prior experience with TD Bank N.A. and American Income Life. Outside of his advisory role, he is involved in food manufacturing, working part-time at American Bread Company. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing portfolios that combine strategic and tactical asset allocation with both affiliated and third-party 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. in West Palm Beach, FL, with 18 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Citizens Securities and Citizens Bank since 2016. Outside of her advisory role, she performs notary public duties and has administrative responsibilities with Sandel Roofing LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides digital advisory options and managed accounts, operating as both a broker-dealer and insurance agency within the Citizen Bank enterprise.

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.