Daniel Pyle is a financial advisor at Money Concepts Capital Corp with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Money Concepts Capital Corp since 2005. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individual investors, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by multiple portfolio options and third-party managers.

Richard Berry is a financial advisor at Independent Financial Partners with 38 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, Inc. Berry is also the owner of Berry Wealth Management, a separate advisory business. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Joseph Nowaczyk is a financial advisor with Citizens Securities, Inc. in West Palm Beach, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Citizens Bank, MassMutual, MML Investors Services, and MassMutual Life Insurance Co. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers a range of advisory and brokerage services, including a digital advisory program and managed accounts, and operates as a broker-dealer and insurance agency.

Stella Bray is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2008. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach includes multi-manager solutions, discretionary and non-discretionary portfolio management, and access to pooled and private investment vehicles.

David Darby is a CFA® charterholder with 29 years of industry experience. He is currently with Farther Finance Advisors, LLC and has previously worked at DG Wealth Partners LLC and Goldman, Sachs & Co. from 1996 to 2017. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm’s investment approach is based on Modern Portfolio Theory and utilizes bespoke allocations or proprietary algorithmic model portfolios with automatic rebalancing, primarily investing in ETFs, mutual funds, equities, and fixed income.

Mikell Admire is a financial advisor at GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials with three years of industry experience. Prior to joining GWN Securities, Mikell worked at OneAmerica Securities Inc., American United Life, W&S Brokerage Services Inc., and Amrock. He serves on the board of the Washington County TN Library Foundation and is involved in financial advising and insurance through other business activities. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and model-based allocations, employing tactical strategies including market-timing and momentum-based approaches.

Christopher Mcclowry is a financial advisor with Oppenheimer in North Palm Beach, FL, holding a Series 66 designation and 18 years of industry experience. He has previously worked at D.A. Davidson & Co., Hilltop Securities Inc., William Blair & Company, and Morgan Stanley. Oppenheimer serves individuals, corporations, retirement plans, and charitable organizations through a range of advisory programs, offering both discretionary and non-discretionary services that include equity, balanced, and fixed-income portfolios with strategic asset allocation and manager selection.

Michael Blankenship is a financial advisor with Janney Montgomery Scott in Palm Beach Gardens, FL, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Janney Montgomery Scott since 2003. Outside of his advisory work, he is a managing member of Fulcrum Stable, LLC, where he is involved in selecting horses to be purchased and raced. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

Christian Nana Tanke is a CFA® charterholder and Series 63 licensee with three years of industry experience. He is currently with TLG Advisors, Inc. and has held roles at The Leaders Group Inc, MML Investors Services, MassMutual Life Insurance Co., Pruco Securities LLC, and I Squared Capital. Outside of his advisory work, he is involved in junior golf development, supporting the golf training of his children. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services that include investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.

Jarrett Bostwick is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Spearhead Capital Advisors, LLC, and Bonaventure Equity. Outside of advisory work, he serves as CEO and general counsel for FactorHealth Management, a specialty pharmaceutical company that has ceased operations, and is involved in multiple private holding companies in various industries. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, supported by an integrated investment platform and a registered broker-dealer structure that provides brokerage, insurance, placement, and investment banking services.

Zachary Terranova is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Valic Financial Advisors and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Jennifer Cutolo is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. She holds a Series 66 designation and has worked in various roles including at eBay and Raymond James and Associates. Outside of her advisory work, she is involved with Gardens Drugs, a retail pharmacy owned by her husband, where she serves as a bookkeeper. 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, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Matthew Arendt is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently affiliated with Commonwealth Financial Network and is a co-owner of Atlantic Wealth Advisors, LLC. Prior to his current roles, he worked at Bank of America, N.A. and Merrill. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $210 billion in client assets. The firm offers a comprehensive adviser support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Christian Kassel is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses. His background includes prior roles at Equitable Advisors, LLC, AXA Advisors, LLC, and over a decade associated with Pine Creek Farm. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, providing investment advisory programs alongside brokerage and insurance services. The firm offers a digital advisory program and managed accounts, operating as both a broker-dealer and insurance agency.

Christopher Rose is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at firms including Goldman Sachs Wealth Services and The Adirondack Trust Company. Rose serves as treasurer for the Catie Hoch Foundation, a charitable organization. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Ann Ruane is a financial advisor at Truist Advisory Services with 27 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Her prior experience includes roles at Bank of America, Merrill, and Citigroup Global Markets. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Deanna Waters is a financial advisor with TD Private Client Wealth LLC in West Palm Beach, FL. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Deanna has worked at TD Bank NA and its affiliates since 2014. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a combination of strategic and tactical asset allocation through its proprietary portfolio offerings and relies on both affiliated and third-party managers.

Daniel Dileo is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with Oppenheimer since 2007. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Elizabeth Baker is a financial advisor at GWN Securities Inc. with 3 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at GWN Securities since 2022. Baker also operates Voyage Retirement, where she assists clients with insurance solutions and manages a Medicare referral business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts and financial planning. The firm offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies, and manages approximately $3.65 billion across more than 37,000 accounts.

Charles Wallace is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley, Citigroup Global Markets, Wells Fargo Advisors, and Raymond James & Associates. He serves as trustee for an irrevocable living trust currently in the process of liquidation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of advisory programs and services using both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.