David Keel is a financial advisor at Wealth Enhancement Advisory Services, LLC with 36 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Wealth Enhancement Advisory Services in 2022, he worked at Breiter Capital Management, Inc. and Managed Account Services, LLC. Outside of his advisory work, he is involved in private lending to real estate investors through DCK Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting with an investment approach combining passive and active strategies guided by an internal Investment Committee.

Albert McNorton is a financial advisor at Mariner with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors, Oppenheimer, and Msec, LLC. In addition to his advisory role, he operates a sole practitioner tax preparation business serving individual clients in Sarasota, FL. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by offering investment management, financial planning, retirement consulting, and tax services. The firm implements customized discretionary portfolios supported by in-house research and third-party managers, and it provides integrated tax and accounting solutions alongside traditional portfolio management.

Patricia Maxwell is a financial advisor at Benjamin F. Edwards & Company, Inc. with 19 years of industry experience. She holds a Series 66 designation and has been with Benjamin F. Edwards since 2015. Outside of her advisory role, she serves as a successor trustee for the F.L. Maxwell Jr Rev Trust. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment strategies managed by both in-house and third-party managers, supported by an Investment Strategy Committee and internal trading capabilities.

Conor Gold is a financial advisor at Steward Partners Investment Advisory, LLC with one year of industry experience. He holds a Series 66 designation and has worked in various roles including positions within government offices and retail prior to joining the financial services industry. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and managed account services with both discretionary and non-discretionary portfolio management options.

Gregory Misko is a CFP® with 20 years of experience in the financial services industry. He is currently an advisor with Truist Advisory Services, where he has worked since 2021, including time associated with Truist Investment Services and prior firms such as SunTrust and BB&T. Outside of his advisory role, he owns and maintains rental properties in Sarasota, FL, and Ocean City, MD. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of solutions including asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches supported by AI-enabled research and integrated inter-affiliate services.

Paul Goodson is a financial advisor with SPC in Bradenton, FL, holding a Series 66 designation and 19 years of industry experience. He has worked at SPC and Sigma Financial Corporation since 2013. Goodson offers financial services and fee-based wealth management through his DBA, Goodson Wealth Management, Inc. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary advice through programs such as the SIGMA Managed Account, working with Fidelity/NFS for custody and execution.

Dianna Weaver is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Truist Investment Services since 2008, joining Truist Advisory Services in 2016. 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 a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate resources.

Curtis Eskew Jr. is a financial advisor with Eagle Strategies (NY Life) based in Sarasota, FL, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has worked with Mahoney Financial Organization, Eskew Financial Group, Nylife Securities Inc., and New York Life Insurance Co. since 1978. Outside of his advisory role, he is a board member of A Bond of Love Adoption Agency, Inc. and the Old Miakka Community Cemetery, Inc., and performs as a member of the rock band Constant Vigil. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations across various program types, managing the majority of assets on a non-discretionary basis and maintaining fiduciary responsibilities for retirement investors.

Vito Tango is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and 42 years of industry experience. His prior roles include positions at Bank of America and Merrill. Janney Montgomery Scott 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 municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Christopher Morris is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cetera Planning Partners. He has previously worked at Avantax Planning Partners, Purshe Kaplan Sterling Investments, and HBKS Wealth Advisors. In addition to his advisory role, Morris provides tax and advisory services as a manager for the regional CPA firm CS&L CPAs. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and offers comprehensive financial planning alongside tax, bookkeeping, and estate-planning services. The firm’s investment approach centers on diversified allocations tailored to client objectives and risk tolerance, supported by a document-driven planning process and integration within the larger Cetera network.

Glenn Hamler is a financial advisor with Janney Montgomery Scott in Sarasota, FL, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at UBS Financial Services Inc. for 12 years before joining Janney Montgomery Scott in 2022. Outside of his advisory role, he serves as president of Bacon and Hinley Home, a senior living facility in New London, CT. Janney Montgomery Scott 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 services, financial planning, consulting, and multiple advisory programs.

Willard Foley III is a financial advisor at &Partners with over 41 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he spent a combined 15 years. Outside of his advisory role, he serves as an executive producer for Four Eighteen Films LLC, a film production company. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services through discretionary and non-discretionary strategies, utilizing a mix of fundamental, technical, and quantitative analysis.

Ralph Nicosia II is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Madison Partners and CreativeOne Wealth. Outside of advisory roles, he serves as president of an insurance sales and services business. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical analysis across various investment strategies.

David Berretta is a financial advisor with Janney Montgomery Scott, holding a Series 66 credential and bringing 25 years of industry experience. He has been with Janney Montgomery Scott and its predecessor firm since 2016. Outside of his advisory role, he is the owner of David Berretta LLC in Venice, FL. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Kenneth Crowley is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Rockefeller Financial LLC and has previously worked at Bank of America and Merrill Lynch. He is also a licensed insurance agent with RCM Insurance Services LLC, an affiliate of his firm. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations, offering a range of portfolio management, financial planning, and consulting services. The firm operates both as an investment adviser and a registered broker-dealer, providing clients with access to multiple investment solutions including discretionary and non-discretionary management, alternative investments, and integrated trust and insurance services.

Mark Zapotosky is a financial advisor with VOYA Financial Advisors, Inc., holding Series 65 and Series 63 credentials and six years of industry experience. His prior work includes roles at Raymond James and Associates, Charles Schwab, and Ganley Lincoln of Middleburgh Heights. VOYA Financial Advisors, Inc. serves a diverse client base, including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, with a focus on non-discretionary, recommendation-based client relationships.

Augustine Hong is a financial advisor at Hightower Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Hightower in 2021, he worked at Purshe Kaplan Sterling Investments and Alexandria Capital LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers along with a variety of investment vehicles and portfolio construction strategies.

Rochelle Cairo is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. She has been with Truist Advisory Services since 2016 and with Truist Investment Services since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that utilizes both discretionary and non-discretionary approaches supported by third-party platform arrangements.

Daniel Hughes is a financial advisor with NewEdge Advisors in Sarasota, FL. He holds the Series 66 designation and has nine years of industry experience. His prior work includes six years at Edward Jones and current roles with NewEdge Advisors and LPL Financial. Outside of finance, he has brief experience with Oregon Commercial Painters and Starry Night Christmas Lights. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Angela Peterson is a financial advisor at Raymond James Financial with 22 years of industry experience. She holds Series 63 and Series 65 designations and has been with Raymond James since 2009. Peterson was previously affiliated with Greek Gates LLC for one year. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.