Kenneth Guntkowski is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has 23 years of industry experience, including roles at Ameritas Investment Corp and Ameritas Life Insurance Corp. Outside of finance, he operates Marisol's Photography Inc., providing photography services for church events, weddings, and other occasions. Ameritas Advisory Services, LLC offers investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm uses various investment strategies, including model portfolios, mutual funds, ETFs, and individual securities, and provides both discretionary and non-discretionary management programs.

Jeffrey Steinberg is a financial advisor at Cetera Planning Partners with over 31 years of industry experience. He holds the CFP® and ChFC® designations and has a longstanding background in legal practice, working as an attorney since 1991. Prior to his current role, he has been affiliated with several firms within the Cetera and Avantax networks. Outside of advising, Steinberg is a limited partner investor in a credit fund that lends to start-ups and receives referral fees for legal cases he refers. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s approach involves diversified portfolios tailored to client objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Jacob Schwartz is a financial advisor with Empower Advisory Group in Port St Lucie, FL. He holds a Series 66 designation and has recently transitioned into advisory roles, with prior experience at Empower Financial Services, Hilton Pearl River, and in the hospitality industry. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model linked to Empower’s administrative platforms, with an emphasis on long-term portfolio returns and client savings rates.

Angela Allain is a financial advisor with Commonwealth Financial Network, holding Series 63, Series 65, and Series 66 credentials and bringing 27 years of industry experience. Her prior roles include positions at Citizens Bank, Citizens Securities, MassMutual, MML Investors Services, Triad Advisors, and Quick & Reilly. She has been with Commonwealth Financial Network since 2023. 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 about $213 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Nicholas Avsec is a financial advisor with Lincoln Investment in Port Saint Lucie, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Lincoln Investment since 2017 and also works with Legend Advisory Group, where he has been active since 2015. Lincoln Investment Planning, LLC is a large enterprise 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 advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and manages adaptive investment strategies.

Lisa Brumfield is a financial advisor at Lincoln Investment with 13 years of industry experience. She holds a Series 65 credential and has worked at Lincoln Investment since 2017. Prior to that, she was with Legend Advisory Corporation and Legend Equities Corporation. Outside of her advisory role, she works annually as a bartender at the Honda Classic Golf Tournament. Lincoln Investment Planning, LLC serves a diverse client base including individual and 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 constructs strategic model portfolios and adaptive strategies.

Allan Hunter is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been associated with Diversified Investors Securities Corp. and Diversified Investment Advisors since 2010. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice programs and investment education services. The firm utilizes Morningstar Investment Management’s proprietary tools for portfolio construction and provides primarily non-discretionary investment solutions to a broad client base.

Daniel Peguero is a financial advisor with PNC Wealth Management based in Port St. Lucie, FL. He holds a Series 66 designation and has 15 years of industry experience, including prior roles at Northwestern Mutual, Vital Financial Group, and Wells Fargo. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account that utilizes algorithmic risk assessment and investment strategies managed by PNC or third parties.

Robert Loeb is a CFP® professional with 40 years of industry experience, currently affiliated with Kestra Advisory Services. He has been with Kestra since 2016 and also leads Westchester Benefit Group, where he has served since 2003. Outside of his advisory roles, Loeb is active in community service as President of the N. Salem Lions Club and serves as a trustee for the Thomas J. Kaplan Estate. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as plan design, fiduciary consulting, and employee education, supporting investments with due diligence and serving large institutional clients, including sovereign wealth funds.

William Mondragon is a financial advisor with Empower Advisory Group in Port Saint Lucie, FL, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, NA, and GWFS Equities. 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 retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and savings rates, delivered through platforms affiliated with Empower.

Tilden Sowdon is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Simplicity Wealth, LifePro Asset Management, GWN Securities, THE O.N. Equity Sales Company, and Ohio National Financial Services. Outside of advisory work, he serves on the board of Lester Development Corp and is an independent insurance agent. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering portfolio management and comprehensive financial planning through independent advisors and sub-advisors.

Jeffrey Banack is a Series 66-licensed advisor at Truist Advisory Services with one year of industry experience. His prior roles include positions at Bank of New York and Truist Bank, as well as experience with the University of Central Florida and One Way Valet. 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 utilizes third-party platforms and AI-enabled tools to support investment decisions.

Trevor Durham is a financial advisor with Bankers Life Advisory Services, Inc. in Port St Lucie, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior experience includes service in the United States Navy from 2020 to 2022 and roles at various entities within the Bankers Life organization since 2018. In addition to his advisory work, he is appointed as an insurance agent helping clients with Medicare plans, life insurance, and annuities. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations aligned with clients’ goals and risk tolerances.

Matthew Chiccuarelli III is a financial advisor with Commonwealth Financial Network in Malden, MA. He holds the ChFC® designation and Series 63 license and has 16 years of industry experience. He has been with Commonwealth Financial Network since 2008. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management support to its advisors.

Kimberly Payne is a Series 66-licensed financial advisor with Truist Advisory Services, bringing 10 years of industry experience. Her prior roles include positions at BB&T Securities and PNC Investments. Outside of her advisory work, she operates small businesses selling handmade art, jewelry, and household items on platforms such as Etsy, eBay, and Poshmark. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment approach.

Michael Donnelly is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Port St. Lucie, FL, holding Series 63 and Series 65 credentials and with 40 years of industry experience. He has been with Equity Services, Inc. and National Life of Vermont since 2000. Outside of his advisory work, he is president of Donnelly Group, Inc., providing consulting on marketing ideas, and serves as a life member and trustee of the Ferrisburgh Volunteer Fire Department in Vermont. Equity Services, Inc. offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Michael Sorvillo is a financial advisor with TIAA-CREF and holds the Series 66 designation. He has seven years of industry experience, including five years at Edward Jones prior to joining TIAA-CREF. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management using model and customized portfolios under a fiduciary standard.

David Banack is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Truist Advisory Services since 2016 and has worked at Truist Investment Services, Inc. since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, leveraging third-party platforms and AI-enabled research to support its AMC Advantage manager-selection program.

Jessica Jade Valentini is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. She has three years of industry experience and previously worked at World Ventures Inc. Valentini serves as president of Omni Professional Security and Network Lead Exchange, a lead exchange group, supporting member meetings and maintaining structure. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and advisory services to individuals, institutions, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Mark Kalish is a CFP® with 39 years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC and Family Wealth Solutions. He previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined total of 49 years. Outside of his advisory role, Kalish is involved in business ownership related to managing and owning office buildings through several LLCs. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.