Tyrone Clarke is a financial advisor at Wealthspire Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Gilder Gagnon Howe and Co and Lynn University. Prior to entering the financial industry, he spent six years teaching at the middle and high school levels. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, investment advisory, and family office services. The firm employs a relationship-driven, customized process with an institutional-style asset allocation approach that incorporates mutual funds, ETFs, private funds, and separate account managers.

Leonard Spalding III is a financial professional with 27 years of industry experience, currently affiliated with GWN Securities Inc. since 2019. He holds Series 63 and Series 66 designations and has prior experience at Lincoln Investment and Legend Equities Corporation. In addition to his advisory role, he is also licensed as a life and health insurance agent, working with insurance and annuity products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Sameer Sarmast is a financial advisor at Farther with 14 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. Prior to joining Farther in 2023, he worked at Saturna Capital for five years and JPMorgan Wealth Management for seven years. Outside of finance, he operates Sameer Eats Productions, a YouTube channel focused on restaurant reviews, and hosts food-related events. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s approach is based on Modern Portfolio Theory, using proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Christina Wilson is a financial advisor with First Citizens Investor Services, Inc. She holds Series 63, 65, and 66 licenses and has 26 years of industry experience. Her prior roles include positions at Merrill, Bank of America, LPL Financial, and M&T Bank. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services through investment advisor representatives and third-party portfolio managers. The firm combines fundamental, quantitative, and technical analysis to manage portfolios across various asset classes, offering services that include unified managed accounts, model portfolios, and tax-aware strategies.

Carol O'Neil is a financial advisor at GWN Securities Inc. with 20 years of industry experience. She holds a Series 66 designation and has worked at GWN Securities since 2019, following prior roles at H.D. Vest Insurance Agency and H.D. Vest Advisory Services. O'Neil serves on the Board of Directors of the Central Palm Beach Chamber of Commerce and is the owner of CEO Financial Services, providing comprehensive financial and insurance consulting. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of managed-account programs, including traditional asset allocation and legacy market-timing strategies.

Robert Dunkin II is a financial advisor at Cresset Asset Management, LLC with 15 years of industry experience. He holds the Series 66 designation and previously worked at U.S. Trust, Bank of America, N.A. from 2010 to 2018. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse range of clients, including individuals, high-net-worth families, trusts, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction tailored to client objectives, employing both active and passive strategies and a structured due-diligence program for manager selection and monitoring.

Gary Oconnor is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL. He holds Series 63 and Series 66 designations and has 33 years of industry experience. Oconnor has been with GWN Securities since 2013. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, and business clients. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, operating through a network of approximately 423 advisors and managing about $3.65 billion across more than 37,000 client accounts.

Racquel Ramlal Slawinski is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and is also affiliated with World Financial Group and LegacyShield. Additionally, she is involved with the RSSA National Association of Registered Social Security Analysts, providing occasional Social Security education. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, offering investment advisory, brokerage, and retirement-plan services through a large network of advisors and multiple program platforms. The firm’s advisory model primarily uses model portfolios and third-party managers for portfolio management.

Jay Bendesky is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His previous roles include positions at Proshare Advisor LLC and ProFunds Distributors Inc. since 2014 and Charles Schwab since 2022. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering annual financial reviews and investment recommendations based on standard asset allocation models and Schwab research tools, with final trading decisions made by clients.

Julie Rapp is a financial advisor at &PARTNERS with 25 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2025. &PARTNERS serves a diverse client base, including individual investors, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, employing a range of investment strategies and managing portfolios through proprietary models and third-party managers.

Dawn Partlow is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. She has held roles at firms including Ameritas Investment Corp and Capital Choice Financial Services. Outside of advising, she is involved in alternative health education as an Independent Wellness Advocate with doTERRA and owns Navigating Tax Solutions LLC, providing tax preparation and consulting services. GWN Securities Inc. offers investment advisory and related services to individual and corporate clients through various managed account programs and financial planning solutions. The firm employs a mix of affiliated and unaffiliated sub-advisers and is known for incorporating market-timing and momentum-based strategies in some of its legacy programs.

Ryan Swenson is a financial advisor with Commonwealth Financial Network in Jupiter, Florida. He holds the Series 66 designation and has seven years of industry experience. Prior to joining Commonwealth, he worked at Edward Jones and Cary Stamp & Company. Ryan also engages in fixed insurance sales as a secondary business activity. 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 over $200 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Leonel Galvez is a CFA® charterholder and Series 63 licensee with five years of industry experience. He has been with Eagle Strategies (NY Life) since 2022 and has prior experience at New York Life Insurance Company and Nylife Securities LLC. Outside of his advisory role, he serves as a board member of the Financial Planning Association of South Florida and participates in the Chamber of Commerce of the Palm Beaches government affairs committee. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

David Harvan is a financial advisor at Rockefeller Capital Management with 26 years of industry experience. He holds the CFP® and Series 66 designations. His prior roles include positions at Bank of America and Merrill. Rockefeller Capital Management is an enterprise firm serving a broad range of clients with a comprehensive investment approach.

Benjamin Bliss is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked with GWN Securities since 2017 and has been associated with Voyage Retirement Solutions since 2016. Outside of his advisory role, Bliss serves as a firefighter and EMT with Orange County Fire Rescue. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of portfolio management programs including traditional asset allocation and legacy market-timing strategies.

Tyler Kelly is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2011. The firm serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs alongside broker-dealer execution and custody services. Citigroup Global Markets combines large institutional scale with specialized market roles, including in-house research and derivatives services, supporting complex and diverse client needs.

Sasha Kiel is a financial advisor with \u0026PARTNERS in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining \u0026PARTNERS in 2025, Sasha worked at Wells Fargo Clearing for six years and UBS Financial Services for five years. \u0026PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, ERISA consulting, and investment banking, utilizing a mix of proprietary and third-party portfolio management strategies through Envestnet and NFS platforms.

David Blankenship is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds a Series 66 designation. Prior to joining Janney, he worked at PitchBook Data for three years and has held roles at Medbridge, BizX, and ATT. 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, corporate sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Kara Koch is a financial advisor with Principal Financial Services in Wellington, FL, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked with Principal Life Insurance Company and Princor Financial Services Corporation since 2002. In addition to her advisory role, she serves as a bank trust officer for Principal Bank and Trust Company, managing retirement plan account relationships across insurance, broker-dealer, and bank trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Sarah Holmes is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various divisions of Citizens Bank and Citizens Securities since 2017. Outside of her advisor role, she is involved as a notary public and provides personal care assistance through an LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm manages both discretionary and non-discretionary accounts and utilizes a proprietary Bank Deposit Sweep Program as part of its service offerings.