Andrew Ferrari is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. His prior work history includes four years at Equitable Advisors, LLC and five years in building management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations, utilizing a mix of discretionary and non-discretionary approaches along with third-party platform and manager arrangements.

William Tison is a financial advisor with Integrated Wealth Concepts LLC in Tampa, FL, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Questmont Virtual Family Office, Kestra Advisory, Morgan Stanley, and Charles Schwab. Outside of his advisory work, he owns Marine Marketing Services, LLC, a consulting business. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios and a primarily long-term investment approach.

Angelica Rosenstein is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and six years of industry experience. Her career includes roles at Merrill, Bank of America, and Wells Fargo Bank prior to her current positions. She is based in Tampa, FL. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Cameron Fiorello is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior work includes roles at Westshore Financial Group, Florida Financial Advisors, and other companies outside the financial sector. Outside of his advisory work, he is involved in buying and selling sports cards and premium sneakers. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments.

Terry Kors is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 licenses and nine years of industry experience. He has been with Private Advisor Group since 2020 and has worked as a self-employed professional since 2000. Outside of his advisory role, Mr. Kors serves as a FINRA arbitrator, a bank liquidation consultant, and a public school substitute teacher. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to a variety of managed account solutions. The firm employs a fiduciary-based advisory model and utilizes technology platforms and multiple investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Neil Horowitz is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked with SunTrust Advisory Services and Iberiabank prior to his current role. Based in Tampa, FL, he has been with Truist and its predecessor firms since 2016. 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 third-party platforms and AI-enhanced research tools.

Kyle Blair is a financial advisor at Valic Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Valic Financial Advisor Inc. since 2015. Additionally, he serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Guy Thomas is a financial advisor with Transamerica Financial Advisors, holding a ChFC® designation and Series 63 license, with 31 years of industry experience. His career includes roles at Massachusetts Mutual Life Insurance Company and Nexa Mortgage, LLC, where he currently works as a mortgage loan originator. In addition to his advisory work, he is involved in commercial real estate brokerage and advisory services. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach with third-party managers and digital platforms to deliver investment advisory and retirement plan services.

Michael Bratsztein is a CFP® professional with over 32 years of experience in the financial services industry. He currently serves at Schwab Wealth Advisory and has previously worked at USAA Financial Planning Services, Merrill, and Truist Investment Services. His career includes roles focused on investment management and financial planning. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Charles Schwab’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

James Tucker is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds a Series 66 credential and has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2006. Prior to that, he was with Merrill from 2004 to 2006. 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 offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program through AMC Advantage, utilizing a combination of discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate integration.

Bert Ritter is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Lincoln Investment since 2017 and previously spent 14 years at Legend Equities Corporation. Ritter is also the owner of Teachers Sharing Answers, a life and fixed annuity and tax/accounting marketing business he has operated for over four decades. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Jeremy Massullo is a financial advisor at Concurrent Investment Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc. and Purshe Kaplan Sterling Investments. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm provides wealth and investment management, financial planning, and retirement plan advisory services, with a focus on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles.

Amanda Voorhees is a financial advisor with Valic Financial Advisors in Tampa, FL, holding a Series 65 designation and 10 years of industry experience. She has been with Valic Financial Advisors since 2015 and also serves as an agent with Agia, where she is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Christian Anderson is a financial advisor with First Command Advisory Services holding a Series 66 designation and four years of industry experience. He has held positions at Lux Advisory LLC and various First Command entities since 2021. Outside of his advisory work, Anderson is the author and president of Cristiano Licavoli LLC, through which he publishes his book titled "Self Actualization." First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects portfolios and third-party managers from prescreened lists.

Joseph Samuelson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and six years of industry experience. Prior to joining Wealth Enhancement Advisory Services in 2022, he worked at Integra Capital Advisors for three years and was employed at Spring Run Golf Club for eight years. Wealth Enhancement Advisory Services is an enterprise firm managing over $122 billion in assets and serving individuals, high-net-worth clients, corporations, and retirement plans. The firm focuses on diversified, risk-class based investment allocations blending passive and active strategies, supported by an internal Investment Committee and various implementation tools.

Donald Marsee II is a financial advisor at Guardian Life with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Park Avenue Securities and Guardian Life Insurance Company since 2006. Outside of his advisory role, he serves as executor and power of attorney for his parents' estate. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers customized financial planning and advisory solutions through a combination of advisor-led discretionary management and model-based strategies supported by proprietary programs and third-party platforms.

Steven Saladino is a financial advisor at Principal Financial Services with 30 years of industry experience. He holds a Series 66 designation and has previously worked at MSI Financial Services, Inc. for 12 years. Outside of his advisory role, he serves as a continuing education instructor in Florida and owns Saladino Financial Group, LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Carlos Jimenez is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. His prior work history includes roles at Wise and Amscot Financial, as well as service in the United States Marine Corps. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, using an integrated model tied to Empower’s administrative platforms. The firm offers “point-in-time” financial plans and optional managed account solutions, operating at a large scale with a higher client-to-advisor ratio compared to many peers.

Adolfo Montesa is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2014 and offers a wide range of financial services, including investment selection and retirement planning. Montesa works with a variety of company resources such as research analysts and economic and market data to help clients make informed decisions tailored to their needs. Prior to joining Merrill Lynch, he was a Financial Advisor at Wells Fargo Advisors starting in 2009, and he has held leadership roles as a Managing Principal at Hantz Financial Services and as a Vice President and Managing Principal at American Express Financial Corporation. Montesa holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned his High School Diploma/GED from Wayne State University. He is also involved with professional and community organizations including the Associate Artists of Winston Salem, High Point L.E.A.P. (Literacy Empowers All People), and Winston Salem PRIDE.

Chester Blackmon is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including Trident Retirement Group, Horter Investment Management, Big Financial Services, and Accurate Advisory. Outside of his advisory role, he is the owner of Trident Retirement Group, which involves insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining various model portfolios and discretionary management, supporting advisors with internal consulting and model licensing programs.