Christopher Mcbay is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he provides life and long-term care insurance and is involved in health insurance group life and disability plans. 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 managed-account programs that include both traditional asset-allocation and legacy market-timing strategies.

Jordan Busco is a financial advisor with Citizens Securities, Inc. in West Palm Beach, FL, holding a Series 66 designation and 14 years of industry experience. Before joining Citizens Securities in 2025, he worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined 11 years. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans, offering both advisory and brokerage services. The firm provides investment programs such as a digital advisory platform and managed accounts, operating as a broker-dealer and insurance agency under full ownership by Citizens Bank, N.A.

Michael Petrizzi is a CFP® with 35 years of industry experience, currently serving at Truist Advisory Services. He has been with SunTrust Advisory Services since 2016 and with SunTrust Investment Services, Inc. since 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research.

Brian Pias is a financial advisor with Lincoln Investment in Palm Beach Gardens, FL, holding a Series 66 designation and eight years of industry experience. He has been with Legend Group/Lincoln Investment since 2016. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advisory services, employing both strategic and tactical investment approaches and managing approximately $22.9 billion in advisory assets.

Melinda Swartzbaugh is a financial advisor with OSAIC Institutions, INC. She holds a Series 66 designation and has 19 years of industry experience. Her prior work includes roles at First Bank, Infinex Investments, Inc., and First Brokerage America, LLC. She is also the president of The Benefits Advisor, a home-based insurance sales business. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements. The firm provides access to alternative investments, financial planning, and lending solutions, with a notable emphasis on non-discretionary assets managed through a network of investment adviser representatives.

Edwin Alicea is a Series 66-licensed financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, and has one year of industry experience. His prior roles include positions at Voyage Retirement Solutions, Insight Construction and Management, Interamerica Stage Inc., and Dragon Financial Services. Outside of his advisory work, he is the CEO and owner of AEL Capital Management, LLC, an insurance holding company established for tax purposes. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. 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 in its program suite.

Anthony Intagliata is a CFP® with eight years of industry experience, currently advising at Mariner since 2026. His prior roles include positions at Hightower, Farr Miller & Washington, Cetera Investment Services, Regions Bank, HSB Securities USA, HSBC Bank USA, and PNC Bank. He is based in Palm Beach Gardens, FL. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm offers customized discretionary portfolios supported by in-house and third-party research, along with integrated tax, accounting, and family office services.

Douglas Linker is a financial advisor with Rockefeller Capital Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Merrill and Bank of America, NA, prior to joining Rockefeller. Rockefeller Capital Management is an enterprise firm with 157 advisors, serving clients with comprehensive wealth and investment management services.

Tayiba Jannat is a financial advisor at Truist Advisory Services with two years of industry experience. She holds the Series 66 designation and has held various roles within Truist and its affiliated entities since 2023. Prior to her advisory career, Jannat worked in diverse positions including consulting and corporate roles, as well as involvement with the University of Florida and Club Pilates. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

David Wilcox is a financial advisor at Brookstone Capital Management LLC with 36 years of industry experience. He holds a Series 65 designation and has worked at Center Street Securities, Prosperity Financial Solutions LLC, and his own firm, David Wilcox Financial. In addition to advisory work, he is involved in independent life and health insurance sales through Prosperity Financial Solutions LLC. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm offers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts with a range of strategies, and supports a large advisor network via a turnkey asset management platform.

Louis Ambrosio is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at RBC Capital Markets and City National Bank, as well as running Amore Ambro for eight years. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, utilizing a mix of discretionary wealth management, financial planning, and outsourced CIO solutions. The firm employs a manager selection process based on a proprietary “Focus List” and supports client strategies through third-party platforms and quantitative due diligence.

Brandon Seltzer is a CFP® and Series 65 credentialed advisor at Mariner Wealth Advisors with four years of industry experience. His prior roles include positions at 2nd Mile Management and G3 Global Services. Outside of his advisory work, he serves as an ambassador for Heroic, a coaching program, and manages social media for the Planned Giving Council of Palm Beach County, a charitable organization. Mariner serves a broad mix of clients including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment committee and offers integrated tax and accounting services alongside traditional portfolio management.

Joseph Francisco is a financial advisor with Commonwealth Financial Network in Jupiter, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Commonwealth since 2013 and is also co-owner of Asset Advisory Services, Inc. Outside of his advisory work, he serves as co-owner and vice president of BUB Unlimited, LLC, a company involved in real estate ownership. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, and compliance support while enabling advisors to construct client portfolios from diverse securities and insurance products.

Denis Walsh is a CFP® with over 40 years of experience in the financial services industry. He is currently with Win Advisors, Inc., where he has worked since 2019, and has held roles at Global World Network Securities Inc. and Money Concepts Capital Corp. Outside of advisory work, Walsh serves as President, Director, and Treasurer of World Investment Network, Inc., a non-investment related entity. Win Advisors, Inc. provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, and corporate clients. The firm employs quantitative, algorithmic, and fundamental strategies within its model portfolios and robo-adviser platform, serving a large client base with a high client-to-advisor ratio.

Lynn Balch is a financial advisor with Lincoln Investment in Wellington, FL, holding Series 63 and Series 65 licenses and with 41 years of industry experience. Prior to joining Lincoln Investment in 2017, she spent 12 years at Legend Equities Corporation. She serves as a board member and Club Service Chair for a local Rotary club and is involved with the Penn State University alumni association as an endowment chair. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory services, using a mix of strategic and dynamic investment approaches managed by an in-house Investment Management & Research team.

James Larschan Sr. is a CFP® with 44 years of industry experience, currently serving at Integrity Alliance, LLC. He has worked at Brokers Financial since 2020 and previously spent nearly three decades at Northwestern Mutual Investment Management and The Northwestern Mutual Life Insurance Company. Larschan is also president of Wealth Planning Consultants, a life insurance and financial planning firm he founded in 1998. 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 and retirement plan consulting, and access to third-party manager programs, utilizing a variety of portfolio management approaches and custodial platforms.

Brent Fykes is a Certified Financial Planner® and Chartered Financial Analyst® with 21 years of industry experience. He has been with CIBC Private Wealth Management since 2014 and serves as a trustee of the James C. Dismuke Trust. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a comprehensive investment process involving internal teams and committees to deliver customized portfolios and offers a range of strategies including options hedges and structured notes.

Robert Slawinski is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having nine years of industry experience. His career includes roles at World Financial Group, Aligned Benefits Group, and involvement with the National Association of Registered Social Security Analysts. Outside of his advisory work, he serves as president of the Hambleton Estates Civic Association and hosts international students attending The King’s Academy. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach combined with third-party managers and digital platforms to deliver its services.

Joshua Parker is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently with Rockefeller Financial LLC, where he has worked since 2022. Prior to joining Rockefeller, he spent over a decade at Bank of America and Merrill. Rockefeller Financial LLC serves ultra-high and high-net-worth clients, including individuals, families, family offices, charities, corporations, and retirement plans. The firm offers comprehensive wealth management and financial planning services, utilizing both in-house and third-party managers, and provides access to alternative and private investments through an integrated platform that includes trust and insurance capabilities.

Christina Tinley is a financial advisor with Lincoln Investment in Palm Beach Garden, FL. She holds a Series 66 designation and has 16 years of industry experience, including prior roles at Legend Advisory Corporation and Legend Equities Corporation. She has been with Lincoln Investment since 2017. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor- and firm-managed investment programs, utilizing both strategic and dynamic approaches overseen by its Investment Management & Research team.