Dylan Walker is a financial advisor at Mariner with four years of industry experience. He holds a Series 66 designation and has worked at firms including Atlantic Wealth Partners, Morgan Stanley, Bank of America, and Merrill Lynch. Mariner serves a diverse client base ranging from individuals and high-net-worth households to pension plans and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and access to third-party managers, with a notable emphasis on integrated tax services and administrative CFO capabilities.

Elizabeth Baker is a financial advisor at GWN Securities Inc. with 3 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at GWN Securities since 2022. Baker also operates Voyage Retirement, where she assists clients with insurance solutions and manages a Medicare referral business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts and financial planning. The firm offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies, and manages approximately $3.65 billion across more than 37,000 accounts.

Charles Wallace is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley, Citigroup Global Markets, Wells Fargo Advisors, and Raymond James & Associates. He serves as trustee for an irrevocable living trust currently in the process of liquidation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of advisory programs and services using both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Spencer Carpenter IV is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds a Series 66 designation and has been with SunTrust Advisory Services and Suntrust Investment Services, Inc. since 2014. Outside of his advisory role, he is a co-owner of a Duck Donuts franchise in West Palm Beach. 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, implementing advice through a combination of discretionary and non-discretionary solutions supported by third-party platforms and manager relationships.

Michael Walder is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. His prior roles include eight years at Ameriprise Financial Services, Inc., and he is the owner of Prevision Wealth Planning, LLC. 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 provides a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, and custody services.

Paul Wolf is a CFP® with 13 years of industry experience, currently serving as an advisor at Carson Wealth. He was previously the principal at Wolf Money Management, Inc. for 20 years. In addition to his advisory role, he works as a licensed insurance agent. Carson Wealth operates an enterprise platform with more than 650 advisors and oversees approximately $50.6 billion in assets. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that manages model portfolios and offers customized investment solutions.

Michelle Murray is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She has been with Citigroup since 2010 and holds a Series 66 designation. Based in West Palm Beach, FL, her professional background is centered at Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments including private banking and workplace wealth management. The firm offers a range of investment advisory programs and brokerage services, implementing multi-asset, multi-manager strategies with a focus on internal standards and oversight to select and monitor managers.

Jorge Navarro Jr. is a financial advisor with TD Private Client Wealth LLC holding a Series 66 designation. He has been with TD Bank and its affiliates since 2020 and previously worked at PNC Bank from 2012 to 2020. Navarro is based in West Palm Beach, FL, and is early in his industry career. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm’s investment approach includes strategic and tactical asset allocation using both affiliated and third-party sub-managers through a platform supported by Envestnet and Pershing.

David Wisehaupt is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has worked with Hightower Advisors and Hightower Securities since 2008 and previously spent 25 years at Merrill. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers along with proprietary research and portfolio construction strategies.

Adam Tau is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior work includes six years at Madison Avenue Securities, LLC and roles at North Ridge Wealth Planning, Cetera Advisor Networks, and Dynamic Wealth Strategies, Inc., where he is also a partner and officer. Outside of advisory work, he is involved in ownership and management of several ecommerce businesses. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs a model portfolio approach with discretionary management, offering various asset allocation strategies and supporting third-party RIAs through sub-advisory and model-licensing arrangements.

Aaron Pisani is a financial advisor at William Blair with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Manning & Napier Investor Services, Inc. and Manning & Napier Advisors, LLC for 12 years. Outside of his advisory role, he serves as a board member and Sergeant at Arms for the Italian American Club of the North Palm Beaches. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Daniel Bertucelli is a financial advisor with Money Concepts Capital Corp, holding Series 65 and Series 63 licenses and bringing 35 years of industry experience. He has been with Money Concepts since 2017 and has a long career history that includes leadership roles in accounting services and property management through his own firms. Outside of advisory work, he serves as president and CEO of BERT & ASSOCIATES, INC., which provides accounting and tax services to individuals and small businesses. Money Concepts Advisory Service is an enterprise-scale firm managing over $4 billion in client assets through a network of several hundred advisors. The firm offers investment advisory, financial planning, and consulting services to a diverse client base, utilizing model-driven and asset-allocation approaches.

Jason Dilorenzo is a financial advisor with Citigroup Global Markets Inc. in Palm Beach Gardens, FL. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior work includes roles at J.P. Morgan Securities and Chase Investment Services Corp. Jason has been with Citigroup Global Markets since 2017. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services, supporting a broad range of advisory and execution capabilities.

Jill Leitsch is a financial advisor with Citizens Securities, Inc. in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked within Citizens Bank and Citizens Securities in various roles since 2017. Outside of her advisory work, she serves as a power of attorney and named successor trustee for family trusts with minimal monthly commitments. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory services include a digital advisory program and a Managed Account program, operating within a combined bank, broker-dealer, and insurance framework.

Maressa Etzig Marin is a Certified Financial Planner (CFP®) with 10 years of industry experience. She currently works at Creative Planning and previously spent 10 years at Cetera Wealth Services. Marin also serves as an Investment Advisory Representative at SageView Advisory Group, where she is involved in financial planning and asset management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm emphasizes a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Laura Bornheimer is a financial advisor at GWN Securities Inc. with 37 years of industry experience. She holds Series 65 and Series 66 licenses and has been with GWN Securities since 2004. Outside of her advisory work, she is the owner of Bornheimer Farms LLC, an orchard farm specializing in organic vegetables. 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 both affiliated and unaffiliated sub-advisers and utilizes market-timing and momentum-based strategies in certain legacy programs.

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.