Sarah Mueller is a financial advisor with Bankers Life Advisory Services, Inc. and holds a Series 65 license. She has eight years of industry experience and has worked primarily within the Bankers Life organization since 2017. In addition to her advisory role, Mueller serves as a unit field trainer, recruiting and training insurance agents. 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 uses a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Shannon Sandel is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. She holds Series 65 and Series 63 licenses and has been affiliated with Citizens Bank and Citizens Securities since 2016. Outside of her advisory role, she performs notary public duties and has administrative responsibilities at Sandel Roofing LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Julian Turosienski is a financial advisor at Cresset Asset Management, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Cresset since 2022, following two years at Merrill and prior roles including positions at Burning Tree Country Club and Keiser University. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets and serving a range of clients including individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a disciplined, risk-aware investment approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes, supported by tools such as artificial intelligence and machine learning.

Brian Johnson is a financial advisor with Citizens Securities, Inc. in West Palm Beach, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at J.P. Morgan Securities, LPL Financial Services, Fifth Third Securities, and PNC Investments. Johnson has worked extensively within both brokerage and advisory capacities at multiple firms over his career. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm features a digital advisory platform that uses proprietary algorithms and client risk profiles to recommend ETF portfolios, though it also engages in commission-based brokerage and non-discretionary business.

Trace Horevitz is a financial advisor at GWN Securities Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at Florida Actuarial Corp and Colliers International. Horevitz has also been involved as a financial representative and insurance agent through a financial services DBA. GWN Securities provides investment advisory and related services to individual and corporate clients via managed account programs, financial planning, and third-party manager selection. The firm utilizes discretionary portfolio management approaches based on asset allocation and Modern Portfolio Theory, incorporating both affiliated and unaffiliated sub-advisers and employing market-timing and momentum-based strategies in certain legacy programs.

Halsey Schreier is a financial advisor at CIBC Private Wealth Advisors, Inc. in West Palm Beach, FL. He holds the Series 65 designation and has been with CIBC Private Wealth since 2016. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm uses a combination of internal investment teams, relationship managers, and governance committees to deliver customized portfolio management and planning services, and it manages a substantial asset base with relatively high assets under management per advisor.

Robert Mullis is a financial advisor at GWN Securities Inc. with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Citigroup and Money Concepts Capital Corp. Outside of his advisory work, he is also an independent contractor providing rideshare transportation services. GWN Securities offers investment advisory and related services to individual and corporate clients through various managed account programs and financial planning solutions. The firm employs portfolios using both affiliated and unaffiliated sub-advisers, blending asset allocation principles with tactical trading strategies such as momentum and market-timing approaches.

Joshua Dadan II is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with SunTrust Advisory Services since 2016. Outside of his advisory role, he is a landlord for a residency property in Greenacres, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platform relationships.

Ettore Ventrice is a CFP® professional at Cresset Asset Management, LLC with 34 years of industry experience. He previously worked at UBS Financial Services for 11 years. Outside of his advisory role, he serves on the boards of Impact 100 and the FAU Foundation and participates in committee work at the Royal Palm Yacht & Country Club. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach incorporating strategic asset allocation, manager selection, and both active and passive strategies across public and alternative asset classes.

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.

Michael Sullum is a financial advisor at Commonwealth Financial Network with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Financial Advisors for 15 years before joining Commonwealth and Aegis Consulting. Outside of advisory work, he is co-owner of several holding companies, including Dream Properties Fly Eagles Fly, LLC and Boundless Valley Ranch, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and services, including discretionary model portfolios and personalized indexing, while providing operational, compliance, and practice-management support to affiliated advisors.

Richard Gregory is a financial advisor with Bankers Life Advisory Services, Inc. in West Palm Beach, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with Bankers Life Securities Inc. since 2017 and with Bankers Life & Casualty since 2014, where he also serves as a Unit Field Trainer recruiting and training insurance agents. Gregory is president of the George M Gregory Foundation, which manages charitable distributions and tax filings. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis.

Rayan Sawh is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2016. Outside of his advisory role, Sawh assists with inventory management and bookkeeping for a family-owned specialty Caribbean food business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains distinctive market roles, including acting as a swap dealer and futures commission merchant.

Dana Pineda is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. She has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

John Merendino is a financial advisor at TD Private Client Wealth LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, PNC Investments, Cetera, and several other firms. Merendino is based in West Palm Beach, Florida. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers, offering portfolio management, financial planning support, and custody services.

Steven Brill is a Certified Financial Planner (CFP®) with 33 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2014. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs and investment management services, utilizing both in-house and third-party strategies across mutual funds, ETFs, separately managed accounts, and custom portfolios.

Justin Farley is a financial advisor at Brookstone Capital Management LLC in Palm Beach, FL. He holds the CFA® designation along with Series 65 and Series 63 licenses. Prior to joining Brookstone Capital Management and Amerilife in 2026, Farley worked at Ship Sticks for 14 years. Brookstone Capital Management provides fee-based asset management and financial planning services to a wide range of clients, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models alongside a variety of investment vehicles, and it serves as both a primary advisor and sub-advisor through a turnkey asset management platform.

Jason Valdez is a financial advisor at Equity Services, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and Knights of Columbus. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, frequently using third-party asset managers and combining long-term strategies with options for shorter-term trading.

Nathan Flah is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at Lion Street Advisors and Kestra Advisory. He is also the owner of Flah & Company, an insurance sales business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of investment approaches and custodial platforms.

Zachary Ventrice is a financial advisor at Cresset Asset Management, LLC with one year of industry experience and holds the Series 66 designation. He previously worked at UBS Financial Services, Inc and has a diverse background including roles at The Hakimian Organization and Tishman. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, offering wealth management, portfolio management, retirement consulting, and family office services through an affiliate.