Alexander Jacobs is a financial advisor with PNC Wealth Management in Palm Beach Gardens, FL, holding Series 63 and Series 66 designations and 19 years of industry experience. His prior roles include positions at Truist Investment Services, Wells Fargo Clearing, and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that employs algorithm-driven risk assessment and executes investments via approved model strategies using mutual funds and ETFs.

Edward Collins is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 designations and 23 years of industry experience. He has held roles at Collins Wealth Management, Inc., which he owns and operates, and previously worked at firms including GENEOS Wealth Management Inc. Collins also owns Security Financial, LLC, an insurance business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse clientele, including institutional and individual investors. The firm offers fiduciary consulting, plan design, benchmarking, and access to multiple management platforms and third-party managed solutions.

Aakash Thakor is a financial advisor at GWN Securities Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Tiluk Capital Management LLC and ForOurHomes LLC. 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 through a large network of advisors, utilizing a range of managed-account programs and model portfolios.

Michael Martin is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 license and 13 years of industry experience. He has worked at Madison Avenue Securities, LLC and LPL Financial LLC, and currently serves as president of Legacy Advisors, Inc., a fixed insurance sales firm. Martin is also the author of a book titled *The Big Picture Blueprint for Retirement Planning, Keys to Unlocking Your Financial Freedom*. Stratos Wealth Partners is an SEC-registered enterprise advisor with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, using an IAR-driven model that offers customized and actively monitored portfolios through an open-architecture platform integrating multiple third-party managers.

Christian Guyette is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Thoroughbred Advisors and research work at Siena College Research Institute. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a variety of discretionary and non-discretionary managers, delivering services through both direct and partner programs.

Paul Tramontano is a financial advisor at Cresset Asset Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at First Republic Investment Management, Inc. and First Republic Securities Company, LLC. Outside of his advisory role, he serves on the Board of Directors for Eagle Point Capital and its related funds and is an Investment Committee Member for the ONS Foundation for Clinical Research and Education. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, and institutions. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and a range of affiliated advisory and fund sponsors.

Dylan Linsky is a financial advisor at Centaurus Financial, Inc. with four years of industry experience. He holds the Series 66 designation and has worked previously at Millennium Hill Capital Management and Prodigy Capital. Outside of his advisory role, he is a partner at Linsky Financial Group, a life insurance agency. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management, and retirement-plan consulting through a combination of discretionary and non-discretionary arrangements employing various analytical approaches.

Laura Sivalia is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and having 26 years of industry experience. Her prior experience includes roles at Ameritas Investment Corp, Capital Choice Investment Advisers, and CCF Investments. In addition to her advisory work, she is the owner and president of A&A Tax Solutions, Inc., which provides tax return preparation and client tax planning services, and she also works as an independent insurance agent specializing in life and long-term care insurance. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning options. The firm’s approach includes discretionary portfolio management and model portfolios using both affiliated and unaffiliated sub-advisers, with strategies ranging from asset allocation based on Modern Portfolio Theory to tactical market-timing and momentum-based methods.

Brian Lobman is a financial advisor with TD Private Client Wealth LLC, holding Series 66 and Series 65 credentials and nine years of industry experience. His prior work includes roles at TD Bank N.A., Charles Schwab Bank, Bank of America, Merrill, and Northwestern Mutual. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Rebecca Pratt is a financial advisor with Truist Advisory Services in Palm Beach Gardens, FL, holding a Series 63 designation and 16 years of industry experience. She has worked with Truist and its predecessor firms since 2015 and previously spent three years at Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, using a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research tools.

Sean Boner is a CFA® charterholder and holds a Series 65 license with two years of industry experience. He is currently with Corient in Palm Beach, FL, having joined the firm in 2026. Prior to Corient, he worked at LGL Partners, LLC and FFT Wealth Management, LLC, with earlier experience at AM Global Family Investment Office. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and stress testing to align portfolio exposures with client objectives.

Marcellous Fletcher is a financial advisor at GWN Securities Inc. with three years of industry experience. He holds a Series 65 designation and has worked at GWN Securities since 2022. Additionally, he serves as a Retirement Consultant at Voyage Retirement Solutions, where he assists county employees with managing insurance accounts such as 403(b) and life insurance policies. 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 more than 37,000 client accounts and offers a range of managed-account programs including SMA, UMA, and fund-strategist options.

Leonard Spalding III is a financial professional with 27 years of industry experience, currently affiliated with GWN Securities Inc. since 2019. He holds Series 63 and Series 66 designations and has prior experience at Lincoln Investment and Legend Equities Corporation. In addition to his advisory role, he is also licensed as a life and health insurance agent, working with insurance and annuity products. 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. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Sameer Sarmast is a financial advisor at Farther with 15 years of industry experience. He holds Series 65, 63, and 66 licenses and has previously worked at Saturna Capital and JPMorgan Wealth Management. Outside of finance, he operates a YouTube channel called Sameer Eats Productions, where he provides restaurant reviews and hosts food-related events. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm’s investment approach applies Modern Portfolio Theory with algorithmic rebalancing and incorporates AI tools alongside traditional asset classes.

Carol O'Neil is a financial advisor at GWN Securities Inc. with 20 years of industry experience. She holds a Series 66 designation and has worked at GWN Securities since 2019, following prior roles at H.D. Vest Insurance Agency and H.D. Vest Advisory Services. O'Neil serves on the Board of Directors of the Central Palm Beach Chamber of Commerce and is the owner of CEO Financial Services, providing comprehensive financial and insurance consulting. 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, including traditional asset allocation and legacy market-timing strategies.

Robert Dunkin II is a financial advisor at Cresset Asset Management, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at U.S. Trust, Bank of America, N.A. for eight years before joining Cresset in 2018. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles through a range of services including wealth management, portfolio management, and family office support. Their investment approach combines strategic asset allocation, active and passive management, and the use of alternative assets alongside advanced research tools such as artificial intelligence.

Gary Oconnor is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL. He holds Series 63 and Series 66 designations and has 33 years of industry experience. Oconnor has been with GWN Securities since 2013. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, and business clients. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, operating through a network of approximately 423 advisors and managing about $3.65 billion across more than 37,000 client accounts.

Racquel Ramlal Slawinski is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is also associated with LegacyShield and the National Association of Registered Social Security Analysts, where she provides occasional education on Social Security. Racquel has experience in estate planning through her work with LegacyShield, offering wills and trust packages. Transamerica Financial Advisors serves a broad clientele including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios, with program options that can be discretionary or non-discretionary depending on client needs.

Jay Bendesky is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Charles Schwab & Co., Proshare Advisor LLC, BCU Wealth Advisors, and Morgan Stanley. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm offers guidance on asset allocation and investment selection using Charles Schwab’s internal research tools, with reviews and recommendations tailored to individual client goals and risk tolerance.

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. Her prior roles include positions at Ameritas Investment Corp and Capital Choice Financial Services. In addition to her advisory work, she is involved in alternative health education as an Independent Wellness Advocate with doTERRA and owns Navigating Tax Solutions LLC, which provides tax preparation and consulting services. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm employs a diverse mix of affiliated and unaffiliated sub-advisers and utilizes both technology platforms and tactical investment strategies, including market-timing and momentum-based approaches.