Charles Stacy is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Rodney Rich & Co. and Cadaret, Grant & Co., Inc. Stacy is also involved in life and health insurance sales through a separate business activity. 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 and model portfolios, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.

Robert Taylor Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2015 to 2017. Outside of advisory services, he owns Robert S. Taylor Inc., a company that receives proceeds from his fixed insurance sales business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products while offering proprietary model portfolios and customized program options.

Stuart Youngentob is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including previous roles at Lion Street Financial and Kestra Financial Services, Inc. Youngentob serves as a board member for the Capital Jewish Museum and the Jewish Foundation for Group Homes, participating in various community and nonprofit activities. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm operates a large network of independent advisors managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and access to third-party managers through multiple platforms.

Laura Pennington is a CFP® with 35 years of experience in the financial services industry. She has worked at Rockefeller Financial LLC since 2020 and previously held positions at UBS Financial Services Inc. and Morgan Stanley. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering a wide range of investment and placement services through its consolidated investment platform.

Remington Sampson is a CFA® charterholder based in Jupiter, FL, with two years of industry experience. He has worked at Mercer Global Advisors Inc. since 2021 and previously was employed at Quest Capital Management. Outside of his advisory role, he was involved with Tin Lizzy's Cantina for seven years. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm emphasizes a globally diversified investment approach grounded in Modern Portfolio Theory and utilizes a variety of investment vehicles, including low-cost ETFs, index funds, and separate account managers.

Molly Haga is a financial advisor at Janney Montgomery Scott with eight years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James and Associates, Inc., Baird, and the PGA of America. 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 a range of brokerage services, financial planning, and advisory programs.

Alice Mcelhinney is a financial advisor at Wealth Enhancement Advisory Services, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial, Triad Advisors, and MetLife Securities. Outside of her advisory role, she is involved with Pinnacle Tax LLC, a tax preparation and accounting business. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and a variety of specialized financial planning and asset management services.

Patrick Hoene is a financial advisor at &Partners with 12 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for Wells Fargo Advisors for 11 years before joining &Partners. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and consulting services, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Nathan Flah is a financial advisor at Integrity Alliance, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Lion Street Advisors, Kestra Advisory, and METLIFE Investors Distribution Company. He is also the owner of Flah & Company, an insurance sales business. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm offers a range of advisory and brokerage services through a large network of independent advisors, employing various portfolio management approaches and supporting both discretionary and non-discretionary account services.

Andrew Francisco is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He has been with Commonwealth since 2018 and previously worked at Rochester City Schools District for two years. Francisco is a co-owner and vice president of BUB Unlimited, LLC, a private entity involved in real estate ownership. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, supporting a range of investment strategies and products.

Theodore Boyes is a financial advisor at Integrity Alliance, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Kestra Financial Services, Kestra Investment Services, and Waddell & Reed. Outside of his advisory role, he is also involved with Legend Wealth Management, LLC, where he provides investment management and financial planning services. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm supports over 300 independent adviser representatives managing approximately $5.4 billion in client assets and offers a range of investment management and financial planning services utilizing diverse strategies and platforms.

Francis Schanne V is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. He has been with Commonwealth and Cary Stamp & Company since 2018. Prior to his advisory career, he worked at Sacred Heart University for four years. Commonwealth Financial Network is a registered investment adviser that supports a national network of nearly 3,000 advisors and their clients by providing a range of advisory programs, technology, and practice-management services. The firm offers discretionary model portfolios and customizable investment solutions while serving both retail and institutional clients.

Carlos Farelo is a CFP® with 21 years of industry experience, currently serving as a financial advisor at OSAIC Institutions, Inc. Since 2025, he has worked at OSAIC following prior roles at Ameriprise Financial Services, Royal Alliance, VOYA Financial Advisors, B. Riley Wealth Advisors, and Gunnallen Financial. He serves on the Board of Directors for The Academy of Finance at William T Dwyer High School and acts as its Treasurer. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals including high-net-worth clients, ERISA plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments while operating a hybrid adviser/broker-dealer model with a large non-discretionary asset base.

Christopher Burke is a financial advisor at Corient with 3 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Corient and its affiliated entities since 2022, following a prior 23-year tenure at Matrix Capital Advisors, LLC. 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, utilizing risk management tools and alternative investments where appropriate.

Katherine Barnhart is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Rockefeller Capital Management, Truist Advisory Services, and BB&T Investment Services. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing a broad range of investment and placement services.

Gregory Harvey is a financial advisor with GWN Securities Inc. in Fort Pierce, Florida, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at CoreCap Investments, Ameritas Investment Corp., and CCF Investments, Inc. Outside of his advisory work, he participates in the Dave Ramsey SmartVestor Pro program, connecting with clients through this advertising platform. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including SMA, UMA, and fund-strategist options, supported by a network of approximately 423 advisors.

John Lahoud is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Merrill, UBS Financial Services, Bank of America, and currently Rockefeller Capital Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating as a registered broker-dealer with unique capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Mark Foley is a financial advisor with Janney Montgomery Scott in Jupiter, FL, holding Series 63, 65, and 66 designations and bringing 33 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, Foley volunteers with the Framingham Food Pantry, assisting with donation management and distribution. 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—and offers a range of brokerage, financial planning, and advisory services through in-house portfolio management, third-party managers, and multiple wrap programs.

Taylor Northrop is a financial advisor with GWN Securities Inc., holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with GWN Securities since 2005. Outside of his advisory role, Northrop volunteers as a football coach at Princeton University and runs the Taylor Northrop Kicking Academy. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm supports a large network of advisors and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Federico Barreto is a financial advisor at Oppenheimer with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Morgan Stanley Private Bank, UBS Financial Services, and Merrill prior to joining Oppenheimer in 2023. Outside of advising, he manages a living trust. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations with a range of investment programs including discretionary and non-discretionary advisory services. The firm offers equity, balanced, and fixed-income portfolio management alongside consulting and retirement services.