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.

Joumana Jordi is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with PNC Investments, LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic questionnaires to recommend investment risk bands and employs mutual funds and ETFs with annual rebalancing.

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 possessing 41 years of industry experience. Prior to joining Lincoln Investment in 2017, Balch spent 12 years at Legend Equities Corporation. Outside of advisory work, Balch serves as a board member and Club Service Chair for a local Rotary Club and is involved as an endowment chair with the Penn State University alumni association. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plan participants. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and manages dynamic investment strategies.

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.

Alaa Ali is a financial advisor at TD Private Client Wealth LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including JPMorgan Securities LLC, PNC Investments LLC, and StateTrust Investments, Inc. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes strategic and tactical asset allocation combined with investments from affiliated and third-party sub-managers to construct client portfolios.

Joshua Parker is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 25 years of industry experience. He previously worked at Bank of America and Merrill Lynch for over a decade before joining Rockefeller Financial. 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, operating as both a registered investment advisor and broker-dealer with a consolidated investment platform that includes access to alternative investment vehicles and integrated trust and insurance services.

Christina Tinley is a Series 66-registered financial advisor with Lincoln Investment in Palm Beach Garden, FL, and has 16 years of industry experience. She has worked with Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

David Salley is a financial advisor with Ameritas Advisory Services, LLC in Wellington, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Ameritas Advisory Services since 2019 and has prior experience at 20/20 Capital Management, Inc. Salley is also the owner and CEO of The Salley Foundation, a nonprofit baseball league. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs and fee-based management of variable products, supported by an Investment Committee and third-party partners.

Samuel Alfred is a financial advisor with GWN Securities Inc. based in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and possessing three years of industry experience. He previously worked at Core Financial Group and Dragon Financial Services. Outside of investment advisory, Alfred owns Alfred Financial Group, an insurance business focused on fixed and indexed annuity products and life insurance, primarily offered through 403b plans. 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 notable legacy of market-timing and momentum-based strategies within its managed account programs.

Mark Feliciano is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 11 years of industry experience. He has been with Bankers Life in various capacities since 2005, including his current role at Bankers Life Advisory Services since 2020. Feliciano also serves as a Unit Sales Manager, recruiting and training insurance agents and supporting the sale of Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations aligned with clients’ objectives and risk tolerances.

Samer Alnaham is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2015. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Steven Hall is a financial advisor with GWN Securities Inc. in Winter Garden, FL, holding the ChFC® designation and Series 63 and 66 licenses. He has 45 years of industry experience and has been with GWN Securities since 2005. Outside of his advisory role, Hall owns and operates a tax preparation business seasonally each year. 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, employing a range of strategies from traditional asset allocation to legacy market-timing and momentum-based programs.

Terry Coapstick is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has previously worked at Ameritas Investment Corp, Capital Choice Investment Advisers, Inc., and CCF Investments, Inc., among others. Outside of advisory work, he is involved in insurance brokerage activities and serves as a general partner in an insurance brokerage firm. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs with investment approaches spanning traditional asset allocation to legacy market-timing and momentum strategies.

Frank Sweeney is a financial advisor with Commonwealth Financial Network in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Commonwealth Financial Network since 2016 and also maintains a role at Capital Management Partners, LLC. Outside of advising, he teaches the CFP Education Program as an instructor for Dalton Educational. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.