Peter Clarke is a financial advisor at Rockefeller Financial LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Scott & Stringfellow, BB&T Securities, and Truist Advisory Services. Clarke serves on the Investment Committee of the Hospice Foundation of Palm Beach, reviewing investment compliance and performance for the nonprofit. 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 combines discretionary and non-discretionary portfolio management with a broker-dealer platform, offering a range of investment and advisory services centered around a Private Advisor model and a consolidated investment platform.

Sandor Petrovics is a financial advisor with Empower Advisory Group in Jupiter, FL, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. His prior work includes roles at J.P. Morgan Securities, Jpmorgan Chase Bank, UBS Financial Services, and Allstate Insurance Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services for Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates planning and managed account solutions within Empower’s recordkeeping and administrative platforms.

Paul Spencer is a financial advisor with Hightower Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Bank of America and Merrill from 2015 to 2017. Spencer has been with Hightower Advisors and its affiliated broker-dealer since 2017. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes multi-manager solutions and a combination of affiliated and third-party managers, offering access to mutual funds, ETFs, alternative investments, and custom indexing strategies.

David Gold is a financial advisor with Commonwealth Financial Network in Jupiter, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1998 and has a long tenure at The New England and Crabtree Nissan. Outside of his advisory role, he is a 50% owner and member of Gold Link Investments, LLC, a real estate holding company. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs and services such as wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management resources while offering a range of discretionary model portfolios and customized investment solutions.

Kelly Davis is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining Transamerica, Davis worked at Edward Jones and Allstate Financial Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs, offering asset allocation and retirement guidance supported by Morningstar Investment Management’s model portfolios and technology.

James Hudson is a financial advisor at GWN Securities Inc. in Daytona Beach, FL, holding a Series 65 designation with five years of industry experience. He has worked at GWN Securities since 2019 and has concurrently served as an ESE teacher with Volusia County Schools since 2009. Outside of his advisory role, Hudson is also an independent insurance agent specializing in life, health, and fixed annuity contracts. GWN Securities is an SEC-registered investment adviser and broker-dealer with a network of approximately 423 advisors managing about $3.65 billion across more than 37,000 client accounts. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, using a range of investment strategies from traditional asset allocation to legacy market-timing and momentum-based approaches.

Andrew Bluestone is a CFP® professional with 39 years of experience in the financial services industry. He is currently affiliated with Ameritas Advisory Services, LLC and has held roles at several Ameritas affiliates since 2008. Beyond his advisory work, he is an author and instructor focused on business networking and relationship-building, delivering seminars and coaching sessions. Bluestone is also involved in consulting and serves as an expert witness on retirement planning matters. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a platform approach that combines in-house and third-party managers and integrates closely with Ameritas affiliates to provide a range of investment and advisory solutions.

Adam Andrews is a financial advisor with Money Concepts Capital Corp and holds a Series 66 designation. He has eight years of industry experience, including roles at Money Solutions Group and Money Concepts Capital Corp. He is also employed as an analyst in data and research at Massaro Wealth Management. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets through model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs alongside third-party managers and service providers.

Erica Heister is a financial professional at GWN Securities Inc. with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with GWN Securities since 2009. Outside of her advisory role, she operates a DBA, Foundational Future, through which she assists clients with life insurance, long-term care, and fixed annuity needs. 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, with a distinctive history of incorporating market-timing and momentum-based strategies within its legacy program suite.

Garold Casterline is a financial advisor at GWN Securities Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at OneAmerica Securities and American United Life. Outside of his financial services role, he has served as a police officer for the Town of Davie since 2016. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager selection. The firm employs a combination of sub-advisers and model-based allocations, using strategies that include market-timing and momentum-based approaches.

Robert Mccabe is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney and Field Point Private. He serves as a board member of the Halcyon of Palm Beach Homeowner's Association. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services with a focus on strategic asset allocation, manager selection, and comprehensive investment management programs.

Steven Sandberg is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He is also the owner and president of Paloma Insurance & Financial Services, LLC, where he manages sales, marketing, and administrative activities. Additionally, he serves as Vice President of Relationship Management at Legend Financial Marketing Services. 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 continuous asset management, financial planning, and retirement plan consulting, utilizing various portfolio management approaches and custodial platforms.

Jill Hansen is a CFP® professional with 28 years of industry experience, currently affiliated with Commonwealth Financial Network. She has operated Hansen Financial MV since 2009. Outside of her advisory role, she owns private entities related to real estate holdings. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with advisory programs, technology, compliance, and operational services. The firm offers a range of investment solutions including discretionary model portfolios and personalized indexing options.

John Morris is a financial advisor at Janney Montgomery Scott in Jupiter, FL, holding Series 63 and Series 65 licenses with 37 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Janney Montgomery Scott in 2022. 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 plans, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Steven Schultz is a financial advisor at Oppenheimer with 28 years of industry experience. He has been with Oppenheimer since 2005 and holds the Series 63 and Series 65 licenses. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and multiple investment strategies.

Mark Bogert is a financial advisor at Oppenheimer with 37 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2018. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2018. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs diverse investment approaches depending on the program and advisor, managing approximately $36.7 billion in assets as of December 31, 2025.

Neil Hartzog is a CFP® with 27 years of industry experience. He is currently with Private Advisor Group, LLC and has also worked with Private Capital Group, LLC since 2005. Outside of his advisory role, he operates an independent insurance agency under the name WP Financial. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to various advisory programs, third-party asset managers, and proprietary model portfolios supported by major strategists such as Fidelity and BlackRock.

William Repath is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at SunTrust Advisory Services since 2016 and GenSpring Family Offices since 2015. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and comprehensive supervisory oversight.

Richard Ribek is a financial advisor with Oppenheimer & Co., Inc., holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Oppenheimer since 2019 and previously held roles at Raymond James Financial Services Advisors and the Lipari Ribek Group. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a range of investment vehicles, offering both discretionary and non-discretionary management programs.

Paul Higgins is a CFP® and ChFC® with 33 years of experience in the financial services industry. He has worked at Savant Wealth Management since 2026 and previously spent significant time at Heritage Financial Services, Investacorp Inc., and Highland Capital Brokerage. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers a range of affiliated services including accounting, legal, and trust operations.