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 prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Edward Jones. He is also involved in insurance sales and client seminars with 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 model portfolio solutions and discretionary asset management, utilizing a range of strategies and a broad affiliated-entity ecosystem.

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 at Kestra Advisory with 19 years of industry experience. He holds the Series 66 designation and has previously worked at firms including ProEquities, Inc., Ameriprise, and UBS Financial Services. Outside of his work at Kestra, he provides financial planning and insurance services through a separate business, Security Financial Management. Kestra Advisory Services offers investment advisory and retirement plan consulting to a wide range of institutional and individual clients. The firm supports fiduciary services, utilizes multiple management platforms, and serves large institutional investors including sovereign wealth funds.

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.

Donald Chamberlin Jr. is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He is also the owner of The Chamberlin Group, through which he provides income tax planning, tax strategies, business consulting, and other professional services. Chamberlin serves as St. Louis Chapter President and instructor for the American Financial Education Alliance, a nonprofit focused on financial literacy education, and is a committee member for the National Memorial for Military Ascent. Foundations Investment Advisors, LLC offers financial planning and portfolio management to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm employs a tailored investment approach combining fundamental, technical, and cyclical analysis, utilizing model portfolios and third-party sub-advisers.

Thomas Dinardo is a financial advisor at Truist Advisory Services in Melbourne, Florida, holding Series 63 and Series 65 licenses with two years of industry experience. He previously worked at JPMorgan Chase for eight years and spent time with Thrivent Financial before joining Truist. 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, utilizing a combination of discretionary and non-discretionary approaches along with AI-enhanced research tools and integrated inter-affiliate services.

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.

Donald Chamberlin III is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Foundations Investment Advisors LLC since 2025. Prior to this, he worked for 14 years at C2P Capital Advisory Group, LLC dba Prosperity Capital Advisors, and has operated The Chamberlin Group as an advisory business since 2003. He also serves as a board member and trustee for the Catlin Tract Homeowners Association. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis to manage portfolios and uses model portfolios with an asymmetric rebalancing approach through a broad network of affiliated offices.

Jerald Rubin is a CFP® and ChFC® with 39 years of industry experience. He has worked at Commonwealth Financial Network since 2016 and previously operated JG Rubin Financial Services from 1993 to 2015. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

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.

Michael Barrella is a CFP® professional with 39 years of industry experience, currently serving at SPC and Sigma Financial Corporation since 2013. His prior roles include positions at Ameriprise and Summit Financial Group. Outside of advising, he serves on the board of the Boys and Girls Club of Central Florida, Brevard Chapter, and works as an FINRA arbitrator and expert witness in securities cases; he also officiates high school football and baseball games. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice, with a notable partnership structure involving Fidelity and third-party advisers.

Cynthia Green is a financial advisor with Truist Advisory Services in Melbourne, FL, holding Series 63 and Series 66 designations and 14 years of industry experience. She has been with SunTrust Advisory Services and its affiliated entities since 2017 and previously worked at PNC in 2016. Outside of her advisory role, Cynthia serves as a board member for Friends of Sally's House, an organization that supports residential housing and recovery programs for women and their children. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Alfred Crake is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 38 years of industry experience. His career includes roles at Truist Investment Services and Bb&T Securities. He is based in Melbourne, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

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.

Lina Millares is a financial advisor at Truist Advisory Services with 20 years of industry experience. She holds a Series 66 designation and has worked at Truist Advisory Services since 2018, as well as at UBS Financial Services and Ameriprise earlier in her career. Outside of her advisory role, she serves as Vice President of Del Val Investment Group, a real estate investment company involved in property acquisitions and project oversight. Truist Advisory Services provides investment consulting and advisory services to individuals, retirement plan sponsors, corporate clients, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, combining discretionary and non-discretionary approaches supported by inter-affiliate integration and AI-enabled research tools.