Edwin Martinez is a financial advisor at Bankers Life Advisory Services, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked with the Bankers Life group since 2016. In addition to his advisory role, he serves as an Agency Director managing a team of agents responsible for hiring and training within the insurance sector. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Nicholas Ruggiero is a financial advisor at Truist Advisory Services with three years of industry experience. He holds a Series 66 designation and has worked within various divisions of Truist as well as Regions Bank and Bankers Life. His previous experience includes roles outside of finance in construction services. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, and integrates inter-affiliate services including a broker-dealer and banking affiliates.

Kevin Ullery is a financial advisor at Principal Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at USA Financial Securities and Pacific Select Distributors. Outside of financial advising, Ullery has worked as an independent mystery shopper and as a delivery driver for Spark and Uber. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Jeffrey Chasman is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Truist Advisory Services and its predecessor firms since 2012. Outside of advisory work, he serves as CFO of Innovative Hitting, LLC, a company that develops and sells baseball and softball batting training aids. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools, with an operating structure integrated across affiliated broker-dealer and banking entities.

Ahmad Grays is an advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Fifth Third Securities, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Georgia Financial Advisors. Outside of the financial industry, he has experience with Delaware North since 2019. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types on its Passageway Managed Account platform, including advisor-directed mutual fund and ETF models, separately managed accounts, and direct indexing, supported by a large team of advisors and affiliated entities.

B Mackie is a financial advisor at Allworth Financial, L.P. with 22 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Mariner Wealth Advisors, The Mather Group, Felton & Peel Wealth Management, and Henssler Financial. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies, including defined-outcome ETFs and options-based overlays, and is notable for its private investment vehicle ownership and specialized industry divisions.

Garrett Holcombe is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 credentials and has 16 years of industry experience. He has worked at LPL Financial for 10 years and has been with Independent Financial Partners since 2016. Outside of his advisory role, he serves on several nonprofit boards, including a foster care support organization, and is an ordained minister. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. 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 services.

Joel Harris is an investment advisor representative at NewEdge Advisors with 38 years of industry experience. He previously founded and led Harris Consulting and spent 18 years at Securities Services Network. In addition to his advisory role, he serves as President and CEO of Fort Harris Consulting. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers comprehensive portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing centralized due diligence and technology tools to support advisors and clients.

Timothy Skelton II is a CFP® and holds a Series 66 license with four years of experience in the financial industry. He is currently with Mariner Wealth Advisors and has previously worked at Bank of America, Merrill, and CAPTRUST among other firms. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers and provides specialized services such as ERISA 3(38) retirement plan solutions and integrated tax and accounting capabilities.

Daniel Forbes is a financial advisor at Centaurus Financial, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Hornor, Townsend & Kent, LLC, PNC Investments, and Triad Advisors, Inc. Outside of his advisory role, Forbes is involved in several apparel businesses partnering with his spouse and assists in decision-making for these ventures. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a range of investment strategies through its CLASSIC Plus platform, offering both discretionary and non-discretionary portfolio management along with specialized consulting and management services.

Daniel Flanagan is a Series 66-licensed financial advisor with 22 years of industry experience. He has worked at Mariner since 2025 and previously held roles at Empower Advisory Group, Personal Capital, and Princor Financial. Outside of advisory firms, he spent time working part-time in home making and landscaping in 2017. Mariner serves a diverse client base, including individuals, pensions, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm combines in-house research with external strategies across equities, fixed income, alternatives, and digital assets, and provides integrated tax and administrative family office services uncommon in firms of its size.

Sophia Burbara is a financial advisor at PNC Wealth Management with Series 63 and 66 credentials and one year of industry experience. Prior to joining PNC Investments LLC, she held roles in various businesses, including Masamadre and Emerald Jewelry. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation. The firm uses algorithmic risk assessment and delegates portfolio implementation to approved strategists and third parties.

Paul Scaglione is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and manager arrangements.

Robert Patti is a CFP® with 29 years of industry experience, currently serving at Stratos Wealth Partners, Ltd since 2013. His prior roles include positions at LPL Financial, Zacks Investment Management, FSC Securities Corporation, and Raymond James Financial Services. Patti maintains dual roles at Stratos Wealth Partners and LPL Financial. Stratos Wealth Partners serves individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting through a network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies, supporting a broad range of client needs from high-net-worth individuals to charitable organizations and corporations.

Scott Bechely is a CFP® professional with 22 years of industry experience, currently with Independent Financial Partners since 2016. He previously worked at LPL Financial from 2011 to 2019. Bechely is also involved with Horizon Planning Group, Inc., an insurance business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors nationwide. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients and offers a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting.

Alexis Maafoh is a CFP® with six years of industry experience, currently affiliated with Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth, Alexis worked at Buckingham Strategic Wealth, Nova Wealth Management Group, and Genspring/Sun Trust Private Wealth. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Robert Harris is a Series 65 licensed financial advisor with five years of industry experience. He is currently with NewEdge Advisors and previously operated Fort Harris Consulting, Inc., doing business as Harris Consulting. He serves as Vice President of Fort Harris Consulting while providing advisory services through NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various portfolio management and consulting services, combining in-house manager selection with third-party models and advisory discretion, supported by centralized due diligence and technology tools.

Nooshin Mckinney is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63, 65, and 66 credentials and 22 years of industry experience. Her prior roles include positions at BNY Mellon Securities Corporation, BNY Mellon, Bank of America, and Merrill. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations through a range of investment advisory and financial planning services, offering both discretionary and non-discretionary portfolio management solutions.

Cam Levitan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His background includes roles at Keller Williams and managing his own entities such as Cam Fin LLC and Transformation Financial LLC. Outside of advisory work, he is active as a real estate agent, consulting on property management in Alpharetta, GA. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, and charitable organizations, offering investment advisory, brokerage, and retirement-plan services primarily through model portfolios and third-party managers across multiple program platforms.

Stephen Poston is a financial advisor at VOYA Financial Advisors, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with VOYA since 2014. In addition to his advisory role, he operates as an independent insurance agent and is owner and president of Poston & Associates. VOYA Financial Advisors serves a diverse range of clients, including individual investors, institutional clients, and retirement plan sponsors. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting, often providing non-discretionary recommendations and utilizing multiple program structures including wrap programs and third-party money manager access.