James Heninger is a financial advisor with Altitude Capital Management LLC in Melbourne, FL. He holds Series 65 and Series 63 licenses and has been in the advisory industry since 2026. Outside of his advisory role, he has extensive experience related to golf instruction and operations, including involvement with Inbalance Golf and multiple golf academies and clubs. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs a range of investment strategies tailored to client objectives and risk profiles, managing $103.6 million in discretionary assets across a multi-team structure.

Drew Coursey is a financial advisor with Sowell Management, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining Sowell Management, he held roles at Cambridge Investment Research, Aflac, and the Federal Home Loan Bank Indianapolis. He also spent time as a student at Indiana University Bloomington and the Pfau Course at Indiana University. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers services including model portfolios, third-party manager selection, and unified managed accounts.

Robert Slane is a financial advisor with ValMark Advisers, Inc. and holds Series 63 and Series 65 credentials. He has 12 years of industry experience and has been president and owner of The Wealth Transfer Group, Inc. since 1983. He provides estate planning design and consultation, including GRAT and Split Dollar administration, and regularly speaks on estate planning topics to various professional and charitable organizations. ValMark Advisers, Inc. provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, offering solutions through proprietary and third-party platforms, and is noted for its involvement with investment-company products and index licensing.

Joshua Ellis is a financial advisor at Sowell Management with seven years of industry experience. He holds the Series 66 credential and has previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. In addition to financial advising, Ellis is involved in various activities including real estate sales, independent insurance agency work, tax preparation and accounting services, and specializes in employment retention and R&D tax credits. Sowell Management is a multi-team registered investment adviser that serves individuals, retirement plans, corporations, and other RIAs with portfolio management and financial planning services. The firm employs multiple management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through various platforms.

Amanda Pearson is a financial advisor at World Equity Group, Inc. with seven years of industry experience. She previously worked at Stifel for seven years and spent eighteen years at Faith Lutheran School & Daycare. Outside of her advisory role, Pearson serves as the lead costume designer for Encore Dance Studio’s performance company. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Jason Fagan is a financial advisor at Sowell Management in Merritt Island, FL, holding Series 63 and Series 65 licenses with 13 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, the ON Equity Sales Company, Ohio National Financial Services, and Chesser Financial. Outside of his advisory work, he leads Fagan Financial Group, focusing on insurance and benefits, and is involved with Cash Flow Architects, providing securities solutions to insurance agents. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm offers diverse investment strategies and support services to its network of over 100 independent advisors.

Michelle Flynn is a financial advisor at Latitude Advisors, LLC with seven years of industry experience. She holds Series 63 and Series 65 credentials and has worked at GWN SECURITIES, Inc. since 2018. Outside of advisory work, Flynn serves as a voluntary board member for the City of Cocoa Beach Firefighters Pension Board and is involved in health and benefits consulting within the aviation industry. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with final decision authority over third-party model recommendations.

James Fox is a financial advisor at Impact Partnership Wealth, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at World Equity Group and Taylor Capital Management. Fox also maintains a role at Wadadli Financial Group, where he is involved in insurance and securities sales. Impact Partnership Wealth provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing, offering discretionary portfolio solutions alongside financial planning and consulting services.

Jared Doucette is a financial advisor with Integrity Advisory Solutions holding a Series 65 designation. He has five years of experience with Illuminate Financial Group and eleven years of work history at Rockingham Metal Works. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and model portfolio programs, utilizing a range of investment strategies and third-party platforms.

Matthew Miller is a financial advisor with Impact Partnership Wealth, LLC, holding Series 65 and Series 66 licenses and six years of industry experience. His background includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Edward Jones, and he manages an insurance agency, USA Wealth Services LLC, where he is involved in insurance sales and client education. Miller is also active in insurance seminars through Honor Insurance Group. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion across a network of advisers. The firm offers diverse strategies including model portfolios, discretionary management, and retirement plan services, supported by a broad affiliated-entity ecosystem and multiple operational platforms.

Tracey Higginbotham is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and bringing 31 years of industry experience. She has worked at Latitude Advisors since 2009 and also has a longstanding role as president of Higginbotham Companies, Inc., a tax and accounting practice. Outside of her advisory work, she is involved in managing various family business activities including financial services, insurance, and tax preparation. Latitude Advisors serves individuals, high-net-worth clients, and institutional clients by providing financial planning, discretionary portfolio management, and pension consulting. The firm combines client goals with a range of in-house and third-party model strategies, emphasizing tactical and quantitative approaches, and generally manages client accounts on a discretionary basis.

Suzanne Stopa is a financial advisor with Kestra Advisory, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. She previously worked at Proequities, Inc. for over a decade before joining Kestra Advisory in 2022. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a wide range of clients, including large institutional investors and sovereign wealth funds.

Jerome Wright is a financial advisor at GWN Securities Inc. with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Ameritas Investment Corp, CCF Investments, and Capital Choice Financial Services. Outside of his advisory role, Wright is involved in the insurance sector as an independent life and health insurance agent and has held marketing and management roles in healthcare and family property management businesses. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts and financial planning. The firm offers a range of managed-account programs and model portfolios, including strategies that incorporate market-timing and momentum techniques, which are unusual among firms of its size.

Stephen Young is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has 18 years of industry experience, including ten years at ProEquities, Inc. In addition to his advisory role, he provides financial planning and insurance services through his independent business, Security Financial Management. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets under management.

Jamie Mackenzie is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Truist Advisory Services since 2016 and Truist Investment Services since 2015. Outside of his advisory role, Mackenzie owns a life coaching business and operates multiple online retail ventures, including photography sales and an Amazon influencer website. 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, participant advice, and a manager‑selection program implemented through a combination of discretionary and non‑discretionary strategies supported by third‑party platforms and research.

Thomas Dinardo is a financial advisor at Truist Advisory Services with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at JPMorgan Chase and Thrivent Financial. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools to support investment research and manager selection.

Michael Allen is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Kestra Advisory, having joined in 2022 after 24 years at Concourse Financial Group Securities Inc. He serves as a committee member on the finance committee for the Down Syndrome Association of Brevard. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages a broad range of client types, including large institutional investors and sovereign wealth funds.

Daniel La Forest is a financial advisor with Kestra Advisory in Melbourne, FL, holding a Series 66 license and 17 years of industry experience. His prior work includes roles at ProEquities, NEXT Financial Group, and Smathers Financial Group. Outside of his advisory work, he co-founded the Tuskawilla Tussle Scholarship Fund, which supports local high school students excelling academically and athletically, and is involved as a co-owner and show host of Varsity Sports Network LLC, focused on high school sports broadcasting. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds and other large institutional investors.

Jerald Rubin is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 38 years of industry experience. He has worked at Commonwealth since 2016 and has been the owner of JG Rubin Financial Services since 1993. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, and operational support, allowing affiliated advisors discretion in portfolio construction alongside managed model portfolios developed by the firm’s Investment Management and Research team.

Daniel Friedlander is a CFP® with 31 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. He has been with United Planners since 2009 and has maintained his own advisory practice since 1988. Outside of advisory work, he is involved in divorce planning and tax preparation services. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of 477 independent advisors.