Daniel Roth is a financial advisor at Kestra Advisory with 13 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Kestra Advisory in 2023, he worked for Cary Stamp & Company for 11 years. Roth also operates Roth Wealth Management, where he provides clients with insurance options and reviews policies annually. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm provides services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, supporting recommended investments with due diligence and serving clients that include large institutional investors and sovereign wealth funds.

Michael Sherrod is a financial advisor with Fifth Third Securities, Inc. in Melbourne, Florida. He holds a Series 66 designation and has nine years of industry experience, including roles at LPL Financial, Vystar Credit Union, and Space Coast Credit Union. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Patrick Williams is an investment advisor representative at Kestra Advisory with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Kestra Advisory since 2017, previously affiliated with Kestra Investment Services and Washington Square Securities. Outside of his advisory work, he is involved with Honda Ambassadors, a community and charitable organization, and leads a marketing venture creating cartoons. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, benchmarking, and employee education, serving large institutional investors and utilizing multiple management platforms and third-party solutions.

Cary Stamp is a financial advisor with Commonwealth Financial Network in Jupiter, FL, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been associated with Lincoln Park Financial Group and Commonwealth Wealth Financial since 2002. Outside of his advisory role, Cary is involved in business advisory and executive coaching through Vistage, where he conducts seminars. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad client base. The firm provides a comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, and custody services, offering a variety of investment options including mutual funds, ETFs, and personalized indexing.

Philip Blumel is a CFP® professional with 29 years of industry experience, currently serving at Janney Montgomery Scott since 2021. Prior to this, he worked for 25 years at Raymond James & Associates. He is also the president of U.S. Term Limits, a nonprofit single-issue advocacy group based in Washington, DC, where he participates in public speaking and board activities. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through brokerage, financial planning, and advisory programs. The firm combines in-house and third-party portfolio management and offers trustee and custody services uncommon among large advisers.

Anthony Alvarez is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has 11 years of industry experience. He has been with Bankers Life Advisory Services since 2019 and has worked with affiliated entities since 2004. In addition to his advisory role, Alvarez is an insurance agent for Bankers Life. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in their investment approach.

Sara Scholl is a CFP® with 18 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2017. Before joining GWN Securities, she worked at MSI Financial Services, Inc. for one year. Outside of her advisory work, she co-owns Regaroo LLC, a company that designs and markets products for online sales. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, offering discretionary portfolio management, model portfolios, and financial planning. The firm uses a blend of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in certain legacy programs.

Simon Korby is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials. He has recently begun his career in the financial industry, joining Empower in 2026 after previous roles at Florida Financial Advisors and outside the financial sector. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Sifredo Asencio is a financial advisor with Empower Advisory Group in Westlake, FL, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His prior work includes roles at Gwfs Equities, Inc., Prudential Investment Management Services, LLC, and Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and selected retail brokerage clients. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Stiles Higgins is a financial advisor at GWN Securities Inc. based in Palm Beach Gardens, FL, holding a Series 66 designation. Higgins has been with GWN Securities since 2024 and has prior experience at East Coast Protection and various educational institutions. GWN Securities serves individual and corporate clients through multiple managed account programs, combining discretionary portfolio management, model portfolios, and financial planning. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes market-timing and momentum-based strategies in some legacy programs.

Eric Berman is a financial advisor at Fifth Third Securities, Inc. with 14 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for 13 years. Berman is based in Pembroke Pines, Florida. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.

Ramon Hernandez is a financial advisor at TD Private Client Wealth LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2021, following a decade at TD Ameritrade Inc. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm offers ongoing portfolio management, financial planning support, and access to a range of investment products through a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers.

Gregory Young is a CFP® with 31 years of industry experience, currently with Janney Montgomery Scott since 2020. He previously spent 19 years at Raymond James & Associates. Outside of his advisory role, he is involved as a limited partner in Young Family Holdings, LLC. 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 individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, consulting, and advisory services.

Jorrell Best is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds the Series 66 and Series 63 credentials. Prior to joining Citigroup, he worked at Pan American Life Insurance Group from 2016 to 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with oversight committees and utilizes both discretionary and non-discretionary programs.

Nicholas Mcintee is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with GWN Securities since 2010. In addition to his advisory role, he works as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. 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 employs a range of investment programs, including legacy market-timing and momentum-based strategies.

Michael Bober is a CFP® professional at Cresset Asset Management, LLC with 34 years of industry experience. He previously worked at UBS Financial Services for 11 years. Bober serves as a trustee on the board of Saint Andrews School in Boca Raton, Florida. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, using a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive investment strategies across public equities, fixed income, and a variety of alternatives.

Thomas Urban Jr. is a CFP® and Series 66 registered advisor with Janney Montgomery Scott, based in Palm Beach Gardens, FL. He has four years of industry experience, including multiple roles within Janney Montgomery Scott since 2021. Outside of financial advising, he has worked as a server and bartender at an Italian restaurant for several years. 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 with a variety of brokerage, financial planning, and advisory services delivered through a mix of in-house and third-party portfolio management.

Robert Frankl is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked with Lincoln Investment since 2017 and previously was involved with Legend Advisory LLC and Legend Equities Corporation. Outside of his advisory role, Frankl is active in real estate, owning a brokerage firm and participating in house flip projects. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both in-house and third-party strategies overseen by an Investment Management & Research team.

Ryan Steckler is a financial advisor with Janney Montgomery Scott in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Janney Montgomery Scott since 2016. 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, financial planning, consulting, and multiple advisory programs.

Peter Venzara is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2008. Outside of his advisory role, he provides notary services to individuals outside the firm without compensation. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment vehicles to meet client objectives.