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® with 14 years of industry experience, currently affiliated with Mariner. His prior roles include positions at Merrill and PNC Wealth Management. Theodore also operates Msec, LLC, an investment-related business. Mariner serves a broad client base ranging from individuals and high-net-worth households to pension plans and charitable organizations, providing investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax services and administrative family office capabilities.

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.

Elan Danon is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior roles include positions at Merrill, JPMorgan Chase Bank, and Cetera. He also worked at Danon Capital LLC from 2019 to 2020. 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 combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools alongside traditional research in its investment process.

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.

Lisa Fentress is a CFP® professional with 26 years of industry experience, currently serving at Mariner Wealth Advisors since 2018. Her prior experience includes roles at Securities America Advisors, Inc., Cedar Brook Group, and Cedar Brook Financial Partners. She also holds a role as Membership Committee Director for the nonprofit Impact the Palm Beaches. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and specialized services such as tax integration and family office solutions. The firm employs customized discretionary portfolios supported by both in-house research and third-party managers, offering a broad range of investment strategies and administrative financial wellness tools.

Christopher Mcbay is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he provides life and long-term care insurance and is involved in health insurance group life and disability plans. 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 managed-account programs that include both traditional asset-allocation and legacy market-timing strategies.

Brian Pias is a financial advisor with Lincoln Investment in Palm Beach Gardens, FL, holding a Series 66 designation and eight years of industry experience. He has been with Legend Group/Lincoln Investment since 2016. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, with an investment process supported by an in-house research team that develops model portfolios and adaptive strategies.

Edwin Alicea is a Series 66-licensed financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, and has one year of industry experience. His prior roles include positions at Voyage Retirement Solutions, Insight Construction and Management, Interamerica Stage Inc., and Dragon Financial Services. Outside of his advisory work, he is the CEO and owner of AEL Capital Management, LLC, an insurance holding company established for tax purposes. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a distinctive history of incorporating market-timing and momentum-based strategies in its program suite.

Anthony Intagliata is a CFP® with eight years of industry experience, currently advising at Mariner since 2026. His prior roles include positions at Hightower, Farr Miller & Washington, Cetera Investment Services, Regions Bank, HSB Securities USA, HSBC Bank USA, and PNC Bank. He is based in Palm Beach Gardens, FL. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm offers customized discretionary portfolios supported by in-house and third-party research, along with integrated tax, accounting, and family office services.

Douglas Linker is a financial advisor with Rockefeller Financial LLC in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His work history includes roles at Merrill and Bank of America, NA, before joining Rockefeller Financial. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides both discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer with capabilities including securities transactions, variable insurance products, and investment banking services.

David Wilcox is a financial advisor at Brookstone Capital Management LLC with 36 years of industry experience. He holds a Series 65 designation and has worked at Center Street Securities, Prosperity Financial Solutions LLC, and his own firm, David Wilcox Financial. In addition to advisory work, he is involved in independent life and health insurance sales through Prosperity Financial Solutions LLC. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm offers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts with a range of strategies, and supports a large advisor network via a turnkey asset management platform.

Louis Ambrosio is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at RBC Capital Markets and City National Bank, as well as running Amore Ambro for eight years. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, utilizing a mix of discretionary wealth management, financial planning, and outsourced CIO solutions. The firm employs a manager selection process based on a proprietary “Focus List” and supports client strategies through third-party platforms and quantitative due diligence.

Gregory Marchand is a CFP® and ChFC® with 36 years of industry experience. He is currently affiliated with Money Concepts Capital Corp and has previously worked at Kestra Advisory, THE O.N. Equity Sales Company, and Ohio National Financial Services. Outside of his advisory role, he is the owner of Marchand Financial, LLC, a non-investment related business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using a combination of model portfolios, IAR-designed portfolios, and third-party sub-advisers.

Brandon Seltzer is a CFP® and Series 65 credentialed advisor at Mariner Wealth Advisors with four years of industry experience. His prior roles include positions at 2nd Mile Management and G3 Global Services. Outside of his advisory work, he serves as an ambassador for Heroic, a coaching program, and manages social media for the Planned Giving Council of Palm Beach County, a charitable organization. Mariner serves a broad mix of clients including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment committee and offers integrated tax and accounting services alongside traditional portfolio management.

Joseph Francisco is a financial advisor with Commonwealth Financial Network in Jupiter, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Commonwealth since 2013 and is also co-owner of Asset Advisory Services, Inc. Outside of his advisory work, he serves as co-owner and vice president of BUB Unlimited, LLC, a company involved in real estate ownership. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, and compliance support while enabling advisors to construct client portfolios from diverse securities and insurance products.