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.

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.

Jordan Grimm is a financial advisor with Empower Advisory Group in Cocoa Beach, FL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Empower Financial Services since 2016 and joined Empower Advisory Group in 2026. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Justin Connors is a financial advisor with Independent Financial Partners, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has worked at Independent Financial Partners since 2010 and at LPL Financial from 2009 to 2019. Outside of his advisory work, he is involved with the Justin and Corine Connors Foundation, a family foundation that annually donates proceeds to selected charities. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable expertise in retirement-plan advisory and pension consulting.

Brittany Mc Neally is a financial advisor with Fifth Third Securities, Inc. in Titusville, FL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Fairwinds Credit Union, CUSO Financial Services, and Wells Fargo Clearing Services. She is also employed by Comerica Bank in an investment-related capacity. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers various investment programs on the Passageway platform, combining multiple portfolio management approaches and technologies with a risk-profile–based selection process.

Sal Gianfortune is a financial advisor with Truist Advisory Services, holding Series 63, Series 65, and Series 66 designations and totaling 33 years of industry experience. He has been with Truist Advisory Services and its affiliated firm, Truist Investment Services, since 2016. Outside of his advisory role, he is a partner in a family holding company established for the protection and administration of his brother’s private residence. 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 and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a structure that integrates multiple affiliated entities to deliver its services.

Kathryn Miller is a financial advisor with Truist Advisory Services who holds a Series 66 license and has 18 years of industry experience. She has worked at various SunTrust entities since 2013, including Suntrust Advisory Services and Suntrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Michael Gilliss is a financial advisor at GWN Securities Inc. with 31 years of industry experience. He holds Series 65 and Series 63 designations. His prior roles include positions at Gilliss Financial, Inc., Ameritas Investment Corp, CCF Investments, Inc., and Capital Choice Financial Services. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and access to third-party managers. The firm employs a range of discretionary portfolio management and model-based strategies, including market-timing and momentum-based approaches in select legacy programs.

Luther Setzer is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Primerica since 2018. Prior to his financial services career, he spent 36 years at NASA. Outside of finance, he works part-time as a TV, film, and voice actor. Primerica Advisors is a large-scale firm serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers and incorporates an overlay manager and custody support for trade execution and account custody.

Anthony Hurt is a financial advisor at Osaic with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Questar Capital Corporation and Securities America Advisors before joining Osaic. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs a range of asset-allocation tools and provides access to various investment products and third-party managed accounts.

Richard Mazo is a financial advisor at Ameriprise with 31 years of industry experience. He holds a Series 63 credential and has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as president of Richard Mazo & Company, Inc., a consulting business. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Elizabeth Weido is a financial advisor with Primerica Advisors in Merritt Island, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has been with Primerica Financial Services and PFS Investments, Inc. since 2008. Outside of her advisory role, she is the managing member and founder of Invested Networking Group, LLC, a networking organization for small business owners in her community. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Jordan O'daniel is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in luxury real estate and hospitality management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

Alexander West is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked previously at TruStage Credit Union, Thrivent Financial, and MassMutual Life Insurance Company. His background includes six years of service in the U.S. Army. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Kerry Kennedy is a financial advisor with Ameriprise in Titusville, FL, holding the ChFC® and Series 63 designations and bringing 28 years of industry experience. Kennedy has been with Ameriprise and its affiliate since 2005. Outside of advisory work, Kennedy serves as president of a local property management business. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these recommendations, primarily for clients maintaining assets within Ameriprise-managed accounts.

Jason Hull is a financial advisor with Edward Jones in Cocoa, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2018 and previously worked at Nantucket Cottage Hospital from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Taylor Hurt is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he worked at Securities America Inc. for five years. He is also involved with Miller & Hurt Wealth Advisors in an insurance agency capacity. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

William De Vault is a financial advisor with Edward Jones in Rockledge, FL, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Monat Global and Arty Pagan State Farm Insurance. He is involved in a side business distributing hair care products through Monat, primarily managed by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm has a large network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Lauren Hutto is a financial advisor at Thrivent Investment Management with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Thrivent since 2014. Outside of her advisory role, she is a 25% owner of SLH Properties, LLC, a holding company managing commercial property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial topics. The firm focuses on holistic, goal-based planning and allows clients to combine planning with managed-account services while maintaining separate delivery and periodic reviews by Financial Advisors.

David Bornberg is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, and has 38 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2013 and also works with Professional Benefits Group, Inc. Outside of financial advising, he owns a small tree farm and plant nursery and operates a woodworking business creating charcuterie boards and turned bowls. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, allowing advisors to implement model portfolios, select third-party managers, or create customized strategies.