David Homard is a financial advisor at Money Concepts Capital Corp with 21 years of industry experience. He holds the CFP® and CFA® designations and has worked with firms including Win Advisors, Inc., CAI Group, LLC, and GWN Securities, Inc. Since 2023, he is also involved with Castellum Asset Management, LLC, a non-investment related business. Money Concepts Advisory Services 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 through model-driven and asset-allocation strategies, utilizing both proprietary and sub-advised portfolios supported by third-party managers and platforms.

Halsey Schreier is a financial advisor at CIBC Private Wealth Advisors, Inc. in West Palm Beach, FL. He holds the Series 65 designation and has been with CIBC Private Wealth since 2016. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm uses a combination of internal investment teams, relationship managers, and governance committees to deliver customized portfolio management and planning services, and it manages a substantial asset base with relatively high assets under management per advisor.

Robert Mullis is a financial advisor at GWN Securities Inc. with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Citigroup and Money Concepts Capital Corp. Outside of his advisory work, he is also an independent contractor providing rideshare transportation services. GWN Securities offers investment advisory and related services to individual and corporate clients through various managed account programs and financial planning solutions. The firm employs portfolios using both affiliated and unaffiliated sub-advisers, blending asset allocation principles with tactical trading strategies such as momentum and market-timing approaches.

Joshua Dadan II is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with SunTrust Advisory Services since 2016. Outside of his advisory role, he is a landlord for a residency property in Greenacres, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platform relationships.

Ettore Ventrice is a CFP® professional at Cresset Asset Management, LLC with 34 years of industry experience. He previously worked at UBS Financial Services for 11 years. Outside of his advisory role, he serves on the boards of Impact 100 and the FAU Foundation and participates in committee work at the Royal Palm Yacht & Country Club. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach incorporating strategic asset allocation, manager selection, and both active and passive strategies across public and alternative asset classes.

Charles Stacy is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Rodney Rich & Co. and Cadaret, Grant & Co., Inc. Stacy is also involved in life and health insurance sales through a separate business activity. 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, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.

Richard Gregory is a financial advisor with Bankers Life Advisory Services, Inc. in West Palm Beach, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with Bankers Life Securities Inc. since 2017 and with Bankers Life & Casualty since 2014, where he also serves as a Unit Field Trainer recruiting and training insurance agents. Gregory is president of the George M Gregory Foundation, which manages charitable distributions and tax filings. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis.

Robert Taylor Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2015 to 2017. Outside of advisory services, he owns Robert S. Taylor Inc., a company that receives proceeds from his fixed insurance sales business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products while offering proprietary model portfolios and customized program options.

Stuart Youngentob is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including previous roles at Lion Street Financial and Kestra Financial Services, Inc. Youngentob serves as a board member for the Capital Jewish Museum and the Jewish Foundation for Group Homes, participating in various community and nonprofit activities. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm operates a large network of independent advisors managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and access to third-party managers through multiple platforms.

Rayan Sawh is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2016. Outside of his advisory role, Sawh assists with inventory management and bookkeeping for a family-owned specialty Caribbean food business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains distinctive market roles, including acting as a swap dealer and futures commission merchant.

Laura Pennington is a financial advisor at Rockefeller Financial LLC with 34 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2009 to 2020. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm combines wealth, trust, and insurance services under the Rockefeller Global Family Office platform and provides access to alternative and private investments through multiple channels.

Molly Haga is a financial advisor at Janney Montgomery Scott with seven years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James and Associates, Inc, Baird, and the PGA of America. She is based in Palm Beach Gardens, FL. Janney Montgomery Scott 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, offering brokerage services, financial planning, consulting, and advisory programs, and combines in-house portfolio management with third-party managers across multiple investment platforms.

Dana Pineda is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. She has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

John Merendino is a financial advisor with TD Private Client Wealth LLC in West Palm Beach, FL. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing, PNC Investments, Cetera Investment Services, and several other firms. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional, high-net-worth, and retail clients. The firm constructs portfolios combining strategic and tactical asset allocation across affiliated and third-party managers, offering ongoing portfolio management, financial planning, and custody through established technology and custodian platforms.

Patrick Hoene is a financial advisor at &PARTNERS with 12 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Wells Fargo Advisors for 11 years before joining &PARTNERS. &PARTNERS serves a diverse client base including individual and institutional investors, offering investment advisory and brokerage services alongside financial planning, ERISA consulting, retirement plan management, and investment banking. The firm employs a variety of portfolio management strategies through proprietary and third-party models and operates as both a broker-dealer and registered investment adviser.

Justin Farley is a financial advisor at Brookstone Capital Management LLC in Palm Beach, FL. He holds the CFA® designation along with Series 65 and Series 63 licenses. Prior to joining Brookstone Capital Management and Amerilife in 2026, Farley worked at Ship Sticks for 14 years. Brookstone Capital Management provides fee-based asset management and financial planning services to a wide range of clients, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models alongside a variety of investment vehicles, and it serves as both a primary advisor and sub-advisor through a turnkey asset management platform.

Jason Valdez is a financial advisor at Equity Services, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and Knights of Columbus. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, frequently using third-party asset managers and combining long-term strategies with options for shorter-term trading.

Nathan Flah is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at Lion Street Advisors and Kestra Advisory. He is also the owner of Flah & Company, an insurance sales business. 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 asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of investment approaches and custodial platforms.

Zachary Ventrice is a financial advisor at Cresset Asset Management, LLC with one year of industry experience and holds the Series 66 designation. He previously worked at UBS Financial Services, Inc and has a diverse background including roles at The Hakimian Organization and Tishman. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, offering wealth management, portfolio management, retirement consulting, and family office services through an affiliate.

Andrew Francisco is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He has been with Commonwealth since 2018 and previously worked at Rochester City Schools District for two years. Francisco is a co-owner and vice president of BUB Unlimited, LLC, a private entity involved in real estate ownership. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, supporting a range of investment strategies and products.