Gardner Sherrill is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Commonwealth Financial Network and leads Sherrill Wealth Management. His prior experience includes nine years at LPL Financial. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers multiple investment program structures and discretionary model portfolios managed by its Investment Management and Research team.

Marc Wolff is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Southern Trust Financial Planning. Outside of his advisory work, he is involved in managing a financial firm operation and owns businesses related to fixed insurance sales. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach utilizing both active and passive strategies, proprietary due diligence processes, and sponsors multiple private funds as well as advising a registered interval fund.

Martin Kossoff is a financial advisor with Mariner, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include 15 years at Commonwealth Financial Network and a year at Allegiant Private Advisors before joining Mariner in 2021. Outside of his advisory work, he serves as treasurer of a nonprofit organization, Dear Ocean, and is president of a homeowners association in Kailua-Kona, Hawaii. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios with a mix of in-house research and third-party managers, and is notable for its integrated tax and accounting capabilities alongside traditional asset management.

Anthony Swart is a financial advisor with Benjamin F. Edwards & Company, Inc. in Sarasota, FL. He holds Series 63 and Series 65 designations and has 31 years of industry experience. Prior to joining Benjamin F. Edwards in 2018, he worked at SunTrust Advisory Services and Suntrust Securities, Inc. from 2004 to 2018. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers a variety of fee-based wrap programs, financial planning, and investment management services, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Schemia Rowan is a financial advisor with CWM, LLC in Sarasota, FL. She holds the ChFC® designation and Series 63 and Series 66 licenses, and has 10 years of industry experience. Her prior work includes roles at Eagle Strategies, LLC, Nylife Securities, LLC, and New York Life Insurance Company. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

William Cairo is a financial advisor at Truist Advisory Services with 10 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Truist Advisory Services and Truist Investment Services in 2024, he worked at Bank of America for 17 years. 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 offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and manager‑selection programs that utilize both discretionary and non‑discretionary approaches supported by third‑party platforms and AI-enabled research tools.

Luke Nicholas is a CFP® and CFA® with nine years of industry experience, currently serving as a financial advisor at Mariner since 2021. His prior experience includes roles at Allegiant Private Advisors and Commonwealth Financial Network. He serves on the Gulf Coast advisory board of the Make-A-Wish Foundation of South Florida. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable emphasis on integrated tax and accounting services and operational CFO capabilities.

Stephen Brown is a financial advisor at Integrity Alliance, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Brokers International Financial Services and Nationwide Financial, including Nationwide Securities, Inc. He is also involved in insurance sales focused on fixed annuities. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm operates a large network of over 300 independent advisors managing approximately $5.4 billion in client assets, offering portfolio management, financial planning, and a range of advisory and brokerage services.

Deborah Baldyga is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has worked at Commonwealth Equity Services, Inc. since 1999 and is a co-owner of WealthPort, LLC, where she is involved in fixed insurance sales. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing advisory programs, technology, and operational support while offering a variety of investment and insurance products through discretionary and non-discretionary portfolio management options.

Gregory Lebar is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been associated with SunTrust Advisory Services and SunTrust Investment Services since 2012. Lebar serves as a board member and finance committee member for Resiliant Retreat, a nonprofit organization providing treatment for trauma victims. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment approach.

Jacqueline Perez is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and seven years of industry experience. Her background includes roles at Wells Fargo Clearing, Cetera Investment Services, Regions Bank, and PNC Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Robert Fradette is a CFP® and ChFC® with 38 years of industry experience. He is currently affiliated with OSAIC Institutions, Inc. and has held roles at Infinex Investments, Inc. since 2016 and Chelsea Groton Financial Services, Inc./Chelsea Groton Savings Bank since 2000. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, and corporate clients through a network of investment adviser representatives. The firm combines discretionary and non-discretionary advisory services with access to alternative investments, lending solutions, and a distinctive hybrid adviser/broker-dealer structure.

Karin Grablin is a CFP® and Series 66-licensed financial advisor with 25 years of industry experience. She is currently with CWM, LLC and has held positions at Cetera Advisor Networks LLC, SRQ Wealth Advisory, SRQ Wealth Management, and LPL Financial. Outside of her advisory work, she serves as a mentor for the nonprofit Take Stock in Children and is a board member and treasurer for the International Women's Forum of the Florida Suncoast. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs a discretionary management approach using model portfolios overseen by an internal Investment Committee and offers a range of portfolio management, financial planning, and retirement-plan services.

Christopher Bostick is a financial advisor at Steward Partners Investment Advisory, LLC in Sarasota, FL, holding his Series 65 and Series 63 credentials with five years of industry experience. His prior work includes roles at UBS Financial Services and several wealth advisory firms. Outside of his advisory work, he and his wife are involved in managing rental real estate properties. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Joshua Juell is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds the Series 65 and Series 63 licenses and has three years of industry experience. Prior to his current role, he has been associated with Fifth Third Bank since 2016. Outside of his advisory work, he is involved in timeshare rental ownership and conducts occasional odd-lot resales on eBay. FIFTH THIRD SECURITIES, Inc. serves a diverse clientele including individuals, high-net-worth clients, institutions, corporations, trusts, and retirement accounts through both advisory and brokerage services. The firm offers a range of investment programs on the Passageway Managed Account platform, combining third-party portfolio management with advisor guidance, and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Nathan Anderson is a CFP® with 11 years of industry experience, currently working at Empower Advisory Group since 2023. He previously held roles at Personal Capital Advisors Corporation, Mariner Wealth Advisors, and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Jerome Hemenway is a financial advisor at Independent Financial Partners with 53 years of industry experience. He holds the ChFC® and Series 63 designations. His career includes ten years at LPL Financial Corporation and seven years at IFP Securities, LLC. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm manages over $12.5 billion in assets and provides a decentralized advisory model with notable retirement-plan and pension consulting capabilities.

Christopher Gleason is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His previous roles include positions at Cetera Advisor Networks LLC and Girard Securities Inc. He also operates Gleason Financial as a marketing DBA. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, and plan sponsors, offering a range of investment advisory programs and financial planning services. The firm combines in-house and third-party model portfolios and operates as both a registered investment adviser and an active broker-dealer.

Faiza Kedir is a CFP® professional with 20 years of industry experience, currently with Steward Partners Investment Advisory, LLC. She has held previous roles at Hightower Advisors, Landsberg Bennett Private Wealth Management, and Wells Fargo Advisors. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Kevin Smith is a financial advisor at Transamerica Retirement Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with the Transamerica organization since 2012, including roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed portfolio advice and investment education through multiple programs. The firm utilizes Morningstar Investment Management for portfolio construction and oversight and operates on a large scale, focusing primarily on non-discretionary assets rather than high-net-worth or corporate clients.