Jason Thornton is a financial advisor at Integrity Advisory Solutions with three years of industry experience. He holds a Series 65 credential and previously worked at Encompass More Asset Management LLC. Thornton is also CEO and co-founder of PL Marketing LLC, an insurance brokerage focused on Life Insurance and Annuities. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm provides portfolio management, financial planning, retirement plan consulting, and utilizes a range of asset-allocation strategies and third-party platforms.

Marci Hodge is a financial advisor at Prosperity Capital Advisors with four years of industry experience. She holds a Series 65 credential and has worked previously at Motiv8 Investments LLC and American Senior Benefits. In addition to her advisory role, she provides Medicare, life, and long-term care insurance policies as well as fixed annuities. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving individual and high-net-worth investors, corporations, trustees, retirement plans, and broker/dealer customers. The firm employs model-based, asset-allocation strategies and offers discretionary investment management, sub-advisory services, and retirement plan solutions.

Shannon Hill is a financial advisor with Truist Advisory Services holding a Series 66 credential and three years of industry experience. Her career includes roles at Truist Advisory Services, Truist Investment Services, Fairwinds Credit Union, and CUSO Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation, fiduciary support, and a manager-selection program through discretionary and non-discretionary approaches.

Lloyd Coates Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and with SunTrust Investment Services since 1996. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships, supported by AI-enabled equity research and inter-affiliate integration, to deliver its investment offerings.

Matthew Murphy is a CFP® professional with 23 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Murphy Financial, LLC. His prior experience includes roles at Fidelity Investments and Certified Insurance Corp. He is also the owner of Benetas Wealth, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice-management resources while offering discretionary model portfolios and multiple program structures.

Lanzhen Zhuang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has worked with several organizations, including Elite & CEOs Inc, New CEOs Inc, Heartland Institute of Financial Education, and Wfgia. Zhuang also serves as president of New CEOs Inc and consults for the Heartland Institute of Financial Education. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers through multiple program platforms, managing approximately $1.7 billion in regulatory assets under management.

Khalid Boyd is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds the Series 63 and Series 65 designations and has worked at Fifth Third Bank NA, Insight Credit Union, and Wells Fargo. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Matthew Reynolds is a financial advisor at Commonwealth Financial Network with Series 65 credentials and one year of industry experience. His prior work history includes roles at Benetas Wealth, BNY Mellon, LA Fitness, and the University of Central Florida. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm offers a variety of managed-account programs, third-party asset manager access, and back-office services, serving individual and institutional clients across the United States.

Sharon Combs is a financial advisor with Eagle Strategies (NY Life) in Deland, FL, holding the ChFC® and Series 63 designations and having 10 years of industry experience. She has been affiliated with Eagle Strategies since 2025 and owns Paradigm Financial & Insurance Services, LLC, which brokers non-registered insurance products. Additionally, she serves as an officer at All Florida Recovery of Central Florida, Inc., an asset recovery business. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Eric Geiger is a CFP® professional at Fifth Third Securities, Inc. with 17 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2020, and previously held roles at SunTrust Advisory Services and SunTrust Bank. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, combining its municipal-advisor registration with its affiliation to Fifth Third Bank.

Teresa Abramson is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and five years of industry experience. She has worked with Bankers Life and its affiliated entities since 2020 and spent a decade at Piercing Pagoda prior to entering financial services. Abramson is active in community organizations, serving as Corresponding Secretary for a philanthropic educational organization supporting women’s scholarships, and participates in local networking groups including the West Volusia Chambers of Commerce and the National Association of Insurance and Financial Advisors. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through 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 and ongoing portfolio management aligned with clients’ goals and risk tolerances.

Michelle Meeks is a CFP® professional with 26 years of industry experience, currently serving at Truist Advisory Services since 2016. She holds the Series 66 designation and is based in Lake Mary, FL. Her career has been centered at Truist, including roles at Truist 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, to deliver investment solutions across a wide client base.

Daniel Davis is a CFP® professional with 23 years of experience in the financial industry. He has worked at Creative Planning since 2013 and previously held roles at Capital Guardian Wealth Management, Wells Fargo Clearing, and Raymond James & Associates. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, complemented by direct indexing, tax-loss harvesting, and selective private market investments.

Beah Del Cid is a financial advisor at AE Wealth Management, LLC with 14 years of industry experience. She holds a Series 65 credential and has worked at several firms, including J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. In addition to her advisory role, she is president of BD Financial Concepts Inc., where she is involved in insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and various investment strategies, serving a large client base through a platform-focused approach.

Laura Petrucci is a financial advisor with Commonwealth Financial Network, holding four years of industry experience. Her prior work includes roles at L'mpet Incorporated, Eva's Garden, and HR Block. She has maintained her own practice under her name since 2005. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios and various program structures.

Jeff Allebach is a financial advisor at GWN Securities Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameritas Investment Corp and Capital Choice Investment Advisers. Outside of advising, Allebach serves as president of the Orange City Blue Spring Manatee Festival and officiates high school football games. 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 offers a range of managed-account programs and model portfolios, including both traditional asset-allocation and legacy market-timing strategies.

Hong Dai is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved in other business activities including Longwin Group Inc., Longwin Realty LLC, and Longwin Management Inc. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms. The firm’s advisory approach relies primarily on model portfolios and third-party managers, serving individual investors, retirement plans, trusts, estates, charitable organizations, and businesses.

Duane Holt is a financial advisor with Transamerica Financial Advisors in Lake Mary, FL. He holds Series 63 and Series 65 licenses and has recent experience at firms including KForce Inc., Wfgia, and ACN Inc. Prior to entering the financial services industry, he worked at Travel and Leisure Co. and Therigy, LLC. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party investment models, with discretionary and non-discretionary program options.

James Petrusky is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist and SunTrust investment firms since 2007. He occasionally assists with a tee shirt and coffee mug design business operated by his wife. 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 AI-enabled research tools.

Lee Rodriguez Mercado is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds the Series 63 and Series 66 designations and has 10 years of industry experience. He has worked at T. Rowe Price since 2016, with a brief period at Robinhood Financial, LLC from 2021 to 2022. Outside of finance, he owns and manages a video game and merchandise business called GLXY GAMING. T. Rowe Price Advisory Services, Inc. offers the Retirement Advisory Service focused on retirement goals for individual investors and households. The service combines nondiscretionary financial planning and discretionary investment management using proprietary T. Rowe Price mutual funds and ETFs, supported by online tools and financial advisor access.