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 credentials and possessing 27 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is also associated with LegacyShield and the National Association of Registered Social Security Analysts, where she provides occasional education on Social Security. Racquel has experience in estate planning through her work with LegacyShield, offering wills and trust packages. Transamerica Financial Advisors serves a broad clientele including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios, with program options that can be discretionary or non-discretionary depending on client needs.

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.

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.

Leonel Galvez is a CFA® charterholder and Series 63 licensee affiliated with Eagle Strategies (New York Life) in Palm Beach Gardens, FL, with six years of industry experience. He has held roles at Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company since 2020, and prior to that worked at Time Warner Inc for 18 years. Galvez serves as a board member of the Financial Planning Association of South Florida and participates in the Palm Beaches Chamber of Commerce 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 tailoring recommendations to client objectives, managing most assets on a non-discretionary basis and maintaining fiduciary responsibilities to retirement investors.

David Harvan is a CFP® with 27 years of industry experience, currently serving at Rockefeller Financial LLC. His prior roles include positions at Bank of America and Merrill, where he worked for over a decade each. He is based in Palm Beach Gardens, FL. 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 a Private Advisor model with a consolidated investment platform, offering a range of portfolio management, financial planning, and consulting services, alongside registered broker-dealer operations and alternative investment placement.

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 with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Citigroup Global Markets since 2011 and previously spent a year at Morgan Stanley & Co. LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, custody services, and derivatives trading. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities and market roles, providing tailored solutions for high-net-worth and ultra-high-net-worth clients.

Sasha Kiel is a financial advisor at &PARTNERS with 24 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining &PARTNERS in 2025, he worked at Wells Fargo Clearing for six years and UBS Financial Services for five years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, utilizing a mix of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

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 with Citizens Securities, Inc. in West Palm Beach, FL, holding Series 63 and Series 65 licenses and nine years of industry experience. Her career includes multiple roles within Citizens Securities and Citizens Bank since 2017, as well as a year at Allstate Insurance. Outside of advising, she serves as a notary public and works as a personal care assistant through an LLC. Citizens Securities, Inc. serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm provides a digital advisory program with ETF-based portfolios and a managed account program, operating as both a broker-dealer and insurance agency and is wholly owned by Citizens Bank, N.A.

Kevin Reynolds is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding a Series 63 license and 24 years of industry experience. He has been with GWN Securities since 2015 and has served as president of EJ Reynolds, Inc., a third-party administrator for qualified retirement plans, since 1991. 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, operating through a large network of approximately 423 advisors.

Jesse Studyvin is a financial advisor with Money Concepts Capital Corp in Palm Beach Gardens, FL, holding the ChFC® designation and Series 66 license. He has six years of industry experience and also serves in roles at Cornerstone Tax Planning and Schofield Enterprises. Additionally, he provides consulting services for the FP Alpha-Webinar Series. Money Concepts Advisory Service (MCAS) offers portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs various managed programs and combines fundamental and technical analysis with modern portfolio theory to manage assets for a diverse client base.

Mark Hoffman is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. His prior roles include positions at AXA Advisors, LLC and Mutual of Omaha. Outside of his advisory work, he owns a personal LLC and serves as an agent assisting clients with life, health, long-term care, and disability insurance in conjunction with retirement planning. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across over 37,000 client accounts and offers a range of managed-account programs, including traditional and legacy market-timing and momentum-based strategies.

Matthew Wisehaupt is a financial advisor with Hightower Advisors, holding a Series 66 designation and eight years of industry experience. He has been with HighTower Securities, LLC since 2017. Prior to his current role, he was employed at Case Western Reserve University and Cleveland Clinic. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s investment approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Ryan Mc Call is a financial advisor at Money Concepts Capital Corp with one year of industry experience. He holds the Series 66 designation and has previously worked at A1A2 Inc. and Florida Sports Cycle. Prior to entering the financial sector, he spent nine years in full-time education. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving approximately 14,700 clients through a team of about 431 advisors.

Theodore Cardasis is a CFP® and holds a Series 66 license with 14 years of industry experience. He is affiliated with Mariner and Msec, LLC, where he has worked for the past 10 years. Both roles are investment-related. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, by offering investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm provides discretionary, customized portfolios supported by in-house research and external managers, with notable integration of tax and accounting services as well as family office and financial wellness solutions.

Edward Henry III is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. His work history includes roles at Goldman Sachs & Co., Shelby Financial Corporation, Ascensus, and Shades of Ocean City. He also has experience in education, having worked at Drexel University and Mainland Regional High School. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm uses centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support, and operates within a large integrated financial group with access to a broad range of financial products and services.

Mary Walsh is a financial advisor with Money Concepts Capital Corp in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and with 29 years of industry experience. She has worked at Money Concepts Capital Corp since 1996 and concurrently at Global World Network Securities Inc. since 2003, as well as at Win Advisors, Inc. since 2019. Outside of her advisory roles, she serves as Secretary of the Icon Home Board in Palm Beach Gardens. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation strategies and offers both discretionary and non-discretionary programs supported by multiple portfolio options and third-party service providers.