Brian Dodds is a financial advisor with Money Concepts Capital Corp in Palm Beach Gardens, FL, holding a Series 63 designation and 25 years of industry experience. He has been with Money Concepts Capital Corp since 2000 and has also been affiliated with MT Vernon Nazarene College since 1995. Outside of his advisory role, Dodds serves as a board member and officer for the Quadrille of Ponte Vedra Beach Homeowners Association and is involved in airplane ownership through BPD Enterprises, LLC. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers to serve approximately 14,700 clients with about $3.33 billion in assets under management.

Tina Munroe is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. Her prior roles include positions at KeyBank NA, Truist Advisory Services, BB&T, and Wells Fargo. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection, providing non-binding recommendations and ongoing oversight while leveraging affiliated entities for custody, clearing, and discretionary management.

Michael Granados is a Series 66-licensed advisor with Money Concepts Capital Corp in Palm Beach Gardens, FL, where he has worked since 2012. He has nine years of industry experience. Outside of his advisory role, he is involved as an owner in a non-investment rental property business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm utilizes multiple managed programs and combines fundamental and technical analysis with modern portfolio theory to manage approximately $3.33 billion across 14,700 clients.

Laura Sivalia is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and having 26 years of industry experience. Her prior experience includes roles at Ameritas Investment Corp, Capital Choice Investment Advisers, and CCF Investments. In addition to her advisory work, she is the owner and president of A&A Tax Solutions, Inc., which provides tax return preparation and client tax planning services, and she also works as an independent insurance agent specializing in life and long-term care insurance. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning options. The firm’s approach includes discretionary portfolio management and model portfolios using both affiliated and unaffiliated sub-advisers, with strategies ranging from asset allocation based on Modern Portfolio Theory to tactical market-timing and momentum-based methods.

Alexander Villacampa is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, MetLife Investment Management, and spent time at the University of Chicago Booth School of Business. Outside of his advisory work, he serves as a power of attorney representing a family member in estate matters. 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 offers a range of portfolio management, financial planning, and consulting services, and uniquely operates as a broker-dealer providing securities transactions, insurance products, placement, and investment banking services.

James Pollock is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Rockefeller Capital Management, Bank of America, N.A., and Merrill. Outside of his advisory role, he is associated with Minerva Lake Corporation, a for-profit entity that passively holds inherited real estate. Rockefeller Financial LLC serves ultra-high and high-net-worth clients, including individuals, families, family offices, and institutions, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a recapitalized ownership structure and its Rockefeller Global Family Office platform.

Lindsay Askland is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Commonwealth, Lindsay worked at Cary Stamp & Company, Thurston Springer Financial, and Raymond James & Associates. Lindsay also operates a business under the name Conservation Wealth Management. 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 approximately $212.7 billion in client assets. The firm provides a broad range of managed-account programs and access to third-party asset managers, supporting advisors with trading, reporting, and custody services.

Mary Dixon is a CFA® charterholder with eight years of industry experience. She has worked at MAI Capital Management, LLC since 2026 and previously spent 13 years at Lanham O'Dell & Company, Inc. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across various strategies, combining in-house and third-party management along with financial planning and tax services.

Grace Nealon is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. Prior to joining Rockefeller Financial, she worked at Northwestern Mutual and has a background that includes roles in education and technology. Outside of her advisory work, she operates an Etsy shop selling hand-painted items. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting through integrated trust, insurance, and brokerage services.

Peter Disanza is a financial advisor at &PARTNERS with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a trustee for the Deidre Disanza 2012 Family Trust. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers both investment advisory and brokerage services, utilizing a range of proprietary and third-party investment models alongside fundamental, technical, and quantitative analysis.

Rebecca Pratt is a financial advisor with Truist Advisory Services in Palm Beach Gardens, FL, holding a Series 63 designation and 15 years of industry experience. She has been with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2015. 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 a manager-selection program, implementing advice through discretionary and non-discretionary strategies with oversight from its Equity Research team and Investment Advisory Group.

Eric Ackerman is a CFP® professional with 17 years of experience in financial advisory services. He is currently with Truist Advisory Services and has previously worked at firms including LPL Financial, BMO Harris Bank, Infinex Investments, Popular Bank, Citigroup, and Four Points Capital Partners. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Marcellous Fletcher is a financial advisor at GWN Securities Inc. with three years of industry experience. He holds a Series 65 designation and has worked at GWN Securities since 2022. Additionally, he serves as a Retirement Consultant at Voyage Retirement Solutions, where he assists county employees with managing insurance accounts such as 403(b) and life insurance policies. 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 more than 37,000 client accounts and offers a range of managed-account programs including SMA, UMA, and fund-strategist options.

Tyrone Clarke is a financial advisor at Wealthspire Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Gilder Gagnon Howe and Co and Lynn University. Prior to entering the financial industry, he spent six years teaching at the middle and high school levels. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, investment advisory, and family office services. The firm employs a relationship-driven, customized process with an institutional-style asset allocation approach that incorporates mutual funds, ETFs, private funds, and separate account managers.

Wayne Sullivan is a financial advisor at Commonwealth Financial Network with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Sullivan Financial Services, Inc., a securities and insurance business, since 2000. He has been affiliated with Commonwealth Financial Network since 1992. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, investment management, and practice-management support. The firm offers a range of services including customized portfolio solutions and retirement plan consulting, supporting advisors with operations, technology, and compliance.

Leonard Spalding III is a financial professional with 27 years of industry experience, currently affiliated with GWN Securities Inc. since 2019. He holds Series 63 and Series 66 designations and has prior experience at Lincoln Investment and Legend Equities Corporation. In addition to his advisory role, he is also licensed as a life and health insurance agent, working with insurance and annuity products. 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. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Sameer Sarmast is a financial advisor at Farther with 14 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. Prior to joining Farther in 2023, he worked at Saturna Capital for five years and JPMorgan Wealth Management for seven years. Outside of finance, he operates Sameer Eats Productions, a YouTube channel focused on restaurant reviews, and hosts food-related events. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s approach is based on Modern Portfolio Theory, using proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Christina Wilson is a financial advisor at First Citizens Investor Services, Inc. with 25 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked previously at Merrill, Bank of America, LPL Financial, and M&T Bank. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a wide range of clients, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm combines IAR-led client assessments with risk- and outcomes-based asset allocation, discretionary management, third-party managers, and automated model portfolios, supported by its affiliation with a bank holding company.

Carol O'Neil is a financial advisor at GWN Securities Inc. with 20 years of industry experience. She holds a Series 66 designation and has worked at GWN Securities since 2019, following prior roles at H.D. Vest Insurance Agency and H.D. Vest Advisory Services. O'Neil serves on the Board of Directors of the Central Palm Beach Chamber of Commerce and is the owner of CEO Financial Services, providing comprehensive financial and insurance consulting. 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, including traditional asset allocation and legacy market-timing strategies.

Robert Dunkin II is a financial advisor at Cresset Asset Management, LLC with 15 years of industry experience. He holds the Series 66 designation and previously worked at U.S. Trust, Bank of America, N.A. from 2010 to 2018. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse range of clients, including individuals, high-net-worth families, trusts, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction tailored to client objectives, employing both active and passive strategies and a structured due-diligence program for manager selection and monitoring.