James Gates is a CFP® professional with six years of industry experience, currently affiliated with GWN Securities Inc. He has worked at GWN Securities since 2020 and has been associated with Teachers Retirement Resources since 2019. Gates holds licenses as a Florida independent agent for life insurance and fixed annuity products. 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 range of affiliated and unaffiliated sub-advisers and utilizes both model-based allocations and tactical market-timing strategies in some legacy programs.

Sean Sill is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His work history includes positions at Raymond James Financial Services, Wells Fargo Clearing, Wells Fargo Advisors LLC, Banc of America Investment Services, and Quick & Reilly. He has been with Oppenheimer since 2017. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and consulting services with both discretionary and non-discretionary management, combining strategic asset allocation, manager selection, and ongoing portfolio reviews.

William Bush is a financial advisor at Corient with 12 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Geller Advisors and J.P. Morgan in various roles. Outside of his advisory work, he serves on the advisory board and as a director for Exegy Inc., a financial technology company, and is involved in strategic oversight for multiple investment-related entities. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party solutions and continuous risk management, also leveraging affiliated private fund platforms and specialized trust services.

Rebecca Miller is a financial advisor at AE Wealth Management, LLC with one year of experience in the industry. She holds a Series 65 designation and has worked with Dynamic Wealth Strategies, Inc since 2015, where she is involved in insurance and investment planning. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs and serves a large client base with standardized investment solutions.

Lori Colclasure is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and 13 years of industry experience. She has worked at Commonwealth Financial Network since 2013 and owns LMC Advisors, which provides general accounting services. Lori also provides divorce planning consulting and sells fixed insurance products through Asset Advisory Services, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm manages over $212 billion in client assets and offers a broad platform including managed-account programs, third-party asset manager access, and advisory support services.

Richard Frantz is a financial advisor at Money Concepts Capital Corp with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Mense Solutions, LLC. Outside of his advisory role, he owns a management and IT consulting business under the DBA Brother's Keeper Wealth. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing about $3.33 billion for nearly 14,700 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charities, and corporations, using a range of managed programs and investment strategies.

Ryan Lefler is a Series 66 licensed advisor with 10 years of industry experience. He is currently with HB Wealth, where he has worked since 2022. His prior experience includes roles at Boynton Financial Group, Raymond James Financial Services, Kuey Group LLC, Templeton Solutions, and Morgan Stanley. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm provides discretionary wealth management and financial planning, combining quantitative and qualitative due diligence across a range of public and private investment strategies.

Sandra Stiger is a financial advisor with Rockefeller Financial LLC and holds a Series 66 designation. She has 27 years of industry experience, including a decade at Merrill prior to joining Rockefeller Financial in 2023. Outside of her advisory work, she is involved with Stiger and Shell Construction, a construction business based in Palm City, Florida. 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 services, operating uniquely as a registered broker-dealer while offering a consolidated investment platform with access to direct portfolio management, third-party managers, and alternative investment vehicles.

Andrew Newfield is a CFP® professional with two years of industry experience. He currently works at Mariner and previously spent ten years at SCS Capital Management, LLC. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party manager allocations and provides unique offerings like integrated tax and accounting services, administrative CFO capabilities, and a financial wellness platform for employer clients.

Michael Bono is a CFP® professional with nine years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Lake Tahoe Wealth Management, Inc. and BCK Partners, Inc. Wealth Enhancement Advisory Services provides comprehensive financial planning and asset management for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

John Blumel is a financial advisor with Janney Montgomery Scott holding a Series 66 designation and four years of industry experience. His prior work experience includes various roles outside of finance, including positions at Elite Parking Services and Wasabi Japanese Steakhouse. 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 and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and multiple advisory programs.

Douglas Walters is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and 30 years of industry experience. Prior to joining &PARTNERS in 2025, he worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a total of ten years. Outside of finance, he owns and manages several non-investment businesses including tire and oil service companies and holds passive investments in an adventure park in Costa Rica. &PARTNERS serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, and consulting services. The firm employs a combination of fundamental, technical, and quantitative analysis through proprietary and third-party strategies, with both discretionary and non-discretionary account management options.

Michael Bass is a financial advisor at NewEdge Advisors with Series 63 and Series 66 credentials and three years of industry experience. He has worked at LPL Financial and held roles at Jupiter Medical Center, Baptist Health South Florida, and the Cultural Council of Palm Beach County. Bass previously operated Bass College Prep LLC for six years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services and utilizes multiple program structures that integrate in-house and third-party strategies.

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 at Commonwealth Financial Network with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Commonwealth Equity Services, Inc. since 1998 and The New England since 1990. Outside of his advisory role, he is a 50% owner of Gold Link Investments, LLC, a real estate holding company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody and clearing services.

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® with 39 years of industry experience, currently affiliated with Ameritas Advisory Services, LLC since 2021. He has held roles at several Ameritas affiliates and other firms, including Strategic Alliance Partners, LLC and Sapphire Financial, which he owns and operates. Bluestone is also an author, instructor, and coach, offering seminars and workshops on networking and business development, and provides consulting and expert witness services related to retirement planning. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of portfolio construction methods, including model portfolios and third-party managers, and provides multiple program platforms incorporating asset management, financial planning, and retirement plan advisory.