Dominick Vender III is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Truist Bank and J.P. Morgan Securities. Outside of finance, he has been involved with Ital Bowls, a business venture. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Terisa Heine is a financial advisor with First Citizens Investor Services, Inc. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Wilmington Trust and Regions Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension plans, charitable organizations, and corporate entities. The firm employs a client-centered process led by Investment Adviser Representatives to assess financial needs and allocate assets using fundamental, quantitative, and technical analysis across various investment vehicles.

David Linsky is a financial advisor at Centaurus Financial, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Concorde Investment Services. Outside of his advisory role, he is the managing partner of Linsky Financial Group and serves as a life insurance agent. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a platform that supports both discretionary and non-discretionary arrangements.

Susan Fristoe is a financial advisor with GWN Securities Inc. She holds Series 63 and Series 65 licenses and has 43 years of industry experience. Her prior work includes positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. She serves as the committee chair for Extra Point Club, supporting Florida State University Athletics through fundraising activities. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm employs a combination of model-based allocations and discretionary portfolio management, incorporating market-timing and momentum-based strategies in certain legacy programs.

James Geary III is a financial advisor with TIAA-CREF in Palm Beach Gardens, FL, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals often connected through TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Russell Amsden III is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked at Center Street Securities Inc. since 2009 and Prosperity Financial Solutions since 2007. In addition to his advisory roles, he is involved in the sales of life insurance, health insurance, and annuities through Prosperity Financial Solutions LLC. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via model portfolios and managed accounts.

Neva Hagopian is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her previous roles include positions at BB&T Securities, Scott & Stringfellow, and Truist Advisory Services. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Yuvraj Sisodia is a financial advisor at GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 designations with 18 years of industry experience. He has been with GWN Securities since 2017 and previously worked at VOYA Financial Advisors from 2014 to 2017. Outside of his advisory role, Sisodia owns and operates Teachers Retirement Resources Inc., a marketing entity for financial services products, and works as an independent insurance agent specializing in fixed insurance products. GWN Securities provides investment advisory and related services to individual and corporate clients through a range of managed account programs and financial planning solutions. The firm employs a mix of affiliated and unaffiliated sub-advisers and uses both traditional asset allocation and momentum-based trading strategies.

Tracy Moscatello is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and five years of industry experience. She previously worked at Merrill for 24 years before joining Rockefeller Financial in 2022. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

Mark Renz is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Corient. His prior experience includes eight years at Socius Family Office, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Jeremy Dunlop is a CFP® and Series 66 licensed advisor with 18 years of industry experience. He is currently with HB Wealth and has previously worked at Hamilton Capital, BDO Wealth Advisors, Signet Financial Management, and Krasney Financial. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm uses a discretionary investment approach, combining quantitative and qualitative due diligence across a broad range of public and private strategies, and offers outsourced chief investment officer and institutional advisory services.

Stacey Hammerle is a CFP® professional with nine years of industry experience, currently affiliated with GWN Securities Inc. Her prior roles include positions at Kovack Securities, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of her financial advisory work, she owns thr1v3, LLC, which offers biblically based life coaching, and co-hosts the Rooted & Renewed podcast focused on applying Scripture in daily life. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm employs a mix of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in some legacy programs.

David Ruben is a financial advisor at Rockefeller Financial LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America. Outside of his advisory work, he serves as a committee member for the Suburban Hospital Foundation, a charitable organization focused on fundraising and support. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing access to equities, fixed income, alternatives, and placement and investment banking services.

Christopher Housen is a CFP® with 35 years of industry experience. He is currently with Mariner and has previously worked at Capital Analysts, Lincoln Investment, and Mariner Wealth Advisors. Outside the financial advisory industry, he holds membership interests in several LLCs involved in franchise ownership and golf course investments. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers across a range of asset classes and provides integrated tax, accounting, and family office services uncommon for firms of its size.

Eric Bloom is a CFP® with 29 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has an extensive background with Guardian Life Insurance Company and Park Avenue Securities. In addition to his advisory work, he has provided health insurance coverage and various insurance products to small business clients. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and business consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports multiple account-level features, including securities-based lending and tax-harvesting.

William Burnett is a CFP® professional with over 31 years of industry experience. He currently works at Truist Advisory Services and Truist Investment Services, having previously been with Morgan Stanley Smith Barney LLC for eight years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm uses both discretionary and non-discretionary approaches, integrating third-party manager arrangements and AI-enabled research tools to support its investment advisory process.

John Carter is a financial advisor with Money Concepts Capital Corp in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Money Concepts Capital Corp since 2008 and is also involved with Certified Financial Associates, LLC and Hamilton Funding Group. Outside of securities work, he operates an independent insurance agency focused on Medicare supplement sales. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs using model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis to guide asset allocation and account rebalancing.

David Olson is a Series 66 licensed financial advisor with 20 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Alpha Dna Investment Management, Macroview Investment Management, Worch Capital LLC, Bridgewater Wealth & Financial Management, Bridgewater Wealth Management, and Ameriprise. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Brandon Levine is a financial advisor with Janney Montgomery Scott in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and 18 years of industry experience. Prior to joining Janney Montgomery Scott in 2022, he worked at Raymond James & Associates for eight years. Outside of advising, he is involved in self-publishing and distributing music, focusing on children's music through his ventures In 1st Place and Bandbees. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse range of clients, including individuals, families, trusts, corporate sponsors, and charitable organizations, offering a mix of brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Zachary Berg is a CFP®-certified financial advisor with 15 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. His prior roles include extensive tenures at JP Morgan Private Wealth Advisors and First Republic Investment Management. Outside of his advisory work, Berg serves on the board of directors for Take Stock in Children Palm Beach County, a nonprofit providing mentoring and college scholarships to disadvantaged youths. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.