Carrie Letsinger is a financial advisor with Synergy Investment Management LLC and holds Series 63 and Series 66 designations. She has 18 years of industry experience and has previously worked at LPL Financial LLC, Krsek Wade LLC dba Synergy Wealth Alliance, Cetera Advisors, and ProEquities, Inc. Synergy Investment Management provides discretionary investment management, financial planning, and consulting to individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $681.5 million for about 2,469 clients and employs a Modern Portfolio Theory-based investment approach with a range of strategies including mutual funds, ETFs, alternatives, and proprietary quantitative models.

Alan Belanger is a financial advisor at Destiny Wealth Partners, LLC with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Vintage Financial Partners, Legacy Capital Partners, State Farm, and Guardian Life Insurance. Destiny Wealth Partners serves individuals, including high-net-worth families, employer-sponsored retirement plans, and family-office clients with wealth management, financial planning, and portfolio management services. The firm offers a range of investment strategies and consulting services, including discretionary and non-discretionary management, and utilizes various investment vehicles and technologies to manage client accounts.

Mitchel Faulkner is a CFP® with eight years of industry experience, currently advising at Destiny Wealth Partners, LLC since 2025. His prior roles include positions at MAI Capital Management, Greenway Family Office, and Alvery Bartlett Group. Destiny Wealth Partners is a team-based, SEC-registered advisory firm serving individuals, trusts, business entities, and retirement plans with wealth management, financial planning, and portfolio management. The firm employs a range of investment strategies and incorporates technology platforms for client reporting, offering services that include discretionary portfolio management, fiduciary retirement plan services, and management of variable annuity sub-accounts.

Rennie Rodriguez is a financial advisor at Talon LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Talon Private Wealth, Bucketlist Wealth, Risk Strategies, and TB Financial/Parady Financial Retirement Planning. Outside of advising, he is also licensed to sell annuities and life insurance. Talon LLC serves individual and high-net-worth clients, offering financial planning, portfolio management, retirement-plan consulting, and estate-planning introductions. The firm manages approximately $1.06 billion in assets across 1,921 client relationships and employs a tactical investment approach using model portfolios and third-party asset management programs.

Keith Ward is a financial advisor at Destiny Wealth Partners, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Destiny Wealth Partners, he worked at Northwestern Mutual in various capacities from 2023 to 2025 and has experience in the wireless and retail sectors. Destiny Wealth Partners is a team-based SEC-registered advisory firm serving individuals, trusts, business entities, and retirement plans with wealth management, financial planning, and portfolio management services. The firm employs a range of investment vehicles and integrates technology-based reporting and oversight, distinguishing itself through a broad product scope and multiple affiliations including family-office advisory and legal partnerships.

Thomas Ruggie is a CFP® and ChFC® with 34 years of industry experience. He is currently with Destiny Wealth Partners, LLC, where he has worked since 2014, and previously managed his own firm, Ruggie Capital Group, Inc., for 25 years. Outside of financial advising, he is president and treasurer of the Tom and Kim Ruggie Family Foundation and has made a capital investment in the Museum of Crime and Punishment in Washington, DC. Destiny Wealth Partners is a team-based SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, business entities, and employer-sponsored retirement plans. The firm offers tailored wealth management, financial planning, and portfolio management services, utilizing a broad range of investment strategies and technology platforms, and maintains a network of affiliated entities providing complementary legal and trust services.

Gary Beveridge is a financial advisor at Exeter Financial, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Nationwide Advisory Services, Inc. and Orien I Company Holdings, Inc. Beveridge is involved in insurance sales, offering life, health, disability, annuities, long-term care, and property casualty products. Exeter Financial, LLC provides wealth and portfolio management services primarily to high-net-worth individuals, families, trusts, and related entities. The firm emphasizes a long-term, buy-and-hold investment approach combined with fundamental, technical, and economic analysis, and employs tactical strategies such as options and private placements when appropriate.

Richard Blackston is a Series 65 licensed financial advisor with Blackston Financial Advisory Group, LLC, where he has worked for 10 years. He has five years of industry experience and is based in The Villages, FL. Blackston Financial Advisory Group provides ongoing portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $333 million across about 940 client relationships, employing a long-term trading approach that incorporates fundamental, quantitative, and technical analysis.

James Bailey is a financial advisor at Talon LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Talon Private Wealth, LLC, Retirement Wealth Advisors, and as a self-employed advisor. Talon LLC serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, retirement-plan consulting, and estate-planning introductions through third-party providers. The firm manages approximately $1.06 billion in client assets across 1,921 relationships, utilizing tactical asset allocation, technical analysis, and strategies implemented through model portfolios and TAMPs.

Jorge Romero is a CFP® and holds a Series 66 license, with 17 years of experience in the financial advisory industry. He has been with Destiny Wealth Partners, LLC since 2017 and also worked at Ruggie Capital Group and CWM, LLC. He is currently associated with Destiny Family Office. Destiny Wealth Partners serves individuals, including high-net-worth families, employer-sponsored retirement plans, and family-office clients. The firm offers comprehensive wealth management, financial planning, and portfolio management services, utilizing a range of investment vehicles and technologies, and maintains unique operational relationships including with a practicing law firm.

Benjamin Kochera is a financial advisor at Talon LLC with 10 years of industry experience. He holds a Series 65 credential and has been affiliated with multiple firms including Talon Wealth Management and Brookstone Wealth Advisors, LLC. In addition to his advisory roles, he independently sells insurance and annuities through his own business. Talon LLC serves individual and high-net-worth clients, offering comprehensive financial planning, portfolio management, retirement-plan consulting, and estate-planning introductions. The firm manages over $1 billion in client assets, employs tactical asset allocation and technical analysis, and supports a large client base through a small advisory team across multiple offices.

April Hurlburt is a financial advisor with Blackston Financial Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, BB&T Investments, and M and T Securities. Blackston Financial Advisory Group provides portfolio management and financial planning services primarily to individual and high-net-worth clients, managing approximately $333 million across about 940 client relationships. The firm utilizes a long-term trading approach based on fundamental, quantitative, and technical analysis and typically operates with discretionary trading authority on behalf of clients.

Brian Davis is a financial advisor at Destiny Wealth Partners, LLC with 20 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. Prior to joining Destiny Wealth Partners, he worked at BryteBridge, LPL Financial, Occidental Asset Management, and Wealth Enhancement Advisory Services. Outside of advisory work, Davis is a board member and shareholder of BryteBridge, a nonprofit compliance and accounting firm he founded and later sold. Destiny Wealth Partners is a team-based, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, business entities, and employer-sponsored retirement plans. The firm offers wealth management, financial planning, portfolio management, and fiduciary services, employing discretionary and non-discretionary strategies with a broad product scope and an investment policy committee guiding portfolio decisions.

Carol Mulcahy is a financial advisor with Destiny Wealth Partners, LLC, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at Ruggie Wealth Management, Carson Wealth, The Investment Counsel Company, Barclays Capital, and others. She is also an independent insurance agent, a role she has held since 2003. Destiny Wealth Partners is an SEC-registered, team-based advisory firm serving individuals, trusts, business entities, and retirement plans with wealth management, financial planning, and portfolio management. The firm employs a range of investment strategies under the guidance of an investment policy committee and integrates technology and process controls into client reporting and oversight.

Louis Shinaman is a financial advisor at Destiny Wealth Partners, LLC with 29 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to his current role, he worked at Ruggie Wealth Management and CWM, LLC. Outside of his advisory work, Shinaman serves on the board of UCP of Central Florida and is a member of the advisory council for Compcoin, a blockchain-based public currency trading platform. Destiny Wealth Partners is a team-based advisory firm that provides wealth management, financial planning, and portfolio management services to individuals, trusts, business entities, and retirement plans. The firm offers tailored discretionary and non-discretionary portfolio management supported by an investment policy committee and employs a broad range of investment instruments alongside technology platforms for client reporting and account oversight.

John Newell is a Series 65-licensed financial advisor with ten years of industry experience. He is currently with Talon LLC and previously worked at Talon Private Wealth, LLC and Brookstone Wealth Advisors, LLC. Talon LLC serves individual and high-net-worth clients, offering financial planning, portfolio management, retirement-plan consulting, and estate-planning introductions. The firm employs a tactical asset allocation and technical analysis approach, managing over $1 billion in client assets across a multi-office platform.

Clement Brandenburg Jr. is a financial advisor at Royal Fund Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including Belpointe Asset Management and Tuttle Wealth Management. He also owns an accounting and insurance business, Clement Brandenburg Jr. CPA, PA, which he has operated since 1985. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses a range of analytical methods to develop tailored investment strategies and offers specialized services such as access to select non-traded REITs and an options-writing overlay.

Joseph Faulk is a financial advisor with Royal Fund Management, LLC, holding a Series 65 license and 18 years of industry experience. He has been with Royal Fund Management since 2014 and has also served as president of First Cardinal Financial Services, an insurance business, since 2008. Additionally, he is a silent partner in a tobacco product business. Royal Fund Management provides portfolio management, financial planning, and pension consulting services to individuals, corporations, and charitable organizations. The firm employs a range of investment strategies tailored to client risk tolerances and offers specialized services including options writing and access to select non-traded REITs.

Jeffrey Hartfield is a financial advisor with Ausdal Financial Partners, Inc. in Wildwood, FL, holding a Series 63 designation and over 30 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and self-employment since 2018. Outside of advisory work, he is CEO of JSB Ventures, a ranch and rodeo business in Charlestown, IN. Ausdal Financial Partners serves individuals, trusts, corporations, pension plans, and charitable organizations with investment advisory programs, retirement plan services, and financial planning. The firm offers a range of investment strategies through both discretionary and non-discretionary accounts, combining in-house and third-party management with brokerage and insurance services.

Kevin Kulins is a financial advisor with Alexander Capital Wealth Management LLC, holding a Series 66 credential and two years of industry experience. His prior roles include positions at State Farm VP Management Corp, MassMutual Life Insurance Co., and Edward Jones. Alexander Capital Wealth Management LLC provides investment advisory services to individual, high-net-worth, and institutional clients, managing portfolios through multiple advisory teams and employing a combination of proprietary technical analysis and fundamental review to guide asset allocation.