Dawn Partlow is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. She has held roles at firms including Ameritas Investment Corp and Capital Choice Financial Services. Outside of advising, she is involved in alternative health education as an Independent Wellness Advocate with doTERRA and owns Navigating Tax Solutions LLC, providing tax preparation and consulting services. GWN Securities Inc. offers investment advisory and related services to individual and corporate clients through various managed account programs and financial planning solutions. The firm employs a mix of affiliated and unaffiliated sub-advisers and is known for incorporating market-timing and momentum-based strategies in some of its legacy programs.

Ryan Swenson is a financial advisor with Commonwealth Financial Network in Jupiter, Florida. He holds the Series 66 designation and has seven years of industry experience. Prior to joining Commonwealth, he worked at Edward Jones and Cary Stamp & Company. Ryan also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Leonel Galvez is a CFA® charterholder and Series 63 licensee with five years of industry experience. He has been with Eagle Strategies (NY Life) since 2022 and has prior experience at New York Life Insurance Company and Nylife Securities LLC. Outside of his advisory role, he serves as a board member of the Financial Planning Association of South Florida and participates in the Chamber of Commerce of the Palm Beaches government affairs committee. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

David Harvan is a CFP® with 27 years of industry experience, currently serving at Rockefeller Financial LLC. His prior roles include positions at Bank of America and Merrill, where he worked for over a decade each. He is based in Palm Beach Gardens, FL. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform, offering a range of portfolio management, financial planning, and consulting services, alongside registered broker-dealer operations and alternative investment placement.

Patricia Dent is a financial advisor with GWN Securities Inc. in Jupiter, FL, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. She has been with GWN Securities since 2013. Outside of her advisory role, she serves as a committee member on the Palm Beach Gardens High School Advisory Board. GWN Securities is an SEC-registered investment adviser and broker-dealer that manages approximately $3.65 billion across more than 37,000 client accounts through a network of about 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers, utilizing a variety of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.

Benjamin Bliss is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked with GWN Securities since 2017 and has been associated with Voyage Retirement Solutions since 2016. Outside of his advisory role, Bliss serves as a firefighter and EMT with Orange County Fire Rescue. 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 portfolio management programs including traditional asset allocation and legacy market-timing strategies.

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.

Kevin Reynolds is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding a Series 63 license and 24 years of industry experience. He has been with GWN Securities since 2015 and has served as president of EJ Reynolds, Inc., a third-party administrator for qualified retirement plans, since 1991. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, operating through a large network of approximately 423 advisors.

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.

Mark Hoffman is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. His prior roles include positions at AXA Advisors, LLC and Mutual of Omaha. Outside of his advisory work, he owns a personal LLC and serves as an agent assisting clients with life, health, long-term care, and disability insurance in conjunction with retirement planning. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across over 37,000 client accounts and offers a range of managed-account programs, including traditional and legacy market-timing and momentum-based strategies.

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.

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.