Peter Disanza is a financial advisor with \&Partners in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining \&Partners in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. He also serves as a trustee for the Deidre Disanza 2012 Family Trust. \&Partners serves a diverse client base including high-net-worth individuals, institutions, and retirement plans. The firm offers investment management, financial and tax planning, ERISA consulting, and brokerage services, employing a combination of proprietary and third-party strategies with ongoing portfolio monitoring.

Rebecca Pratt is a financial advisor with Truist Advisory Services in Palm Beach Gardens, FL, holding a Series 63 designation and 15 years of industry experience. She has been with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2015. 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, implementing advice through discretionary and non-discretionary strategies with oversight from its Equity Research team and Investment Advisory Group.

Eric Ackerman is a CFP® professional with 17 years of experience in financial advisory services. He is currently with Truist Advisory Services and has previously worked at firms including LPL Financial, BMO Harris Bank, Infinex Investments, Popular Bank, Citigroup, and Four Points Capital Partners. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Ronald Siggens is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Boston Hill Advisors, LLC for 16 years. In addition to his advisory role, he is involved as an insurance broker. Hightower Advisors offers investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes both affiliated and third-party managers. The firm emphasizes portfolio construction strategies incorporating mutual funds, ETFs, alternative investments, and custom indexing, serving clients such as pension plans, charitable organizations, and corporations.

Marcellous Fletcher is a financial advisor at GWN Securities Inc. with three years of industry experience. He holds a Series 65 designation and has worked at GWN Securities since 2022. Additionally, he serves as a Retirement Consultant at Voyage Retirement Solutions, where he assists county employees with managing insurance accounts such as 403(b) and life insurance policies. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs including SMA, UMA, and fund-strategist options.

Tyrone Clarke is a financial advisor at Wealthspire Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Gilder Gagnon Howe and Co and Lynn University. Prior to entering the financial industry, he spent six years teaching at the middle and high school levels. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, investment advisory, and family office services. The firm employs a relationship-driven, customized process with an institutional-style asset allocation approach that incorporates mutual funds, ETFs, private funds, and separate account managers.

Wayne Sullivan is a financial advisor at Commonwealth Financial Network with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Sullivan Financial Services, Inc., a securities and insurance business, since 2000. He has been affiliated with Commonwealth Financial Network since 1992. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, investment management, and practice-management support. The firm offers a range of services including customized portfolio solutions and retirement plan consulting, supporting advisors with operations, technology, and compliance.

Leonard Spalding III is a financial professional with 27 years of industry experience, currently affiliated with GWN Securities Inc. since 2019. He holds Series 63 and Series 66 designations and has prior experience at Lincoln Investment and Legend Equities Corporation. In addition to his advisory role, he is also licensed as a life and health insurance agent, working with insurance and annuity products. 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 manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Sameer Sarmast is a financial advisor at Farther with 14 years of industry experience. He holds Series 63, 65, and 66 designations and previously worked at Saturna Capital and JPMorgan Wealth Management. Outside of finance, he operates a YouTube channel called Sameer Eats Productions, where he provides restaurant reviews and hosts food-related events. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm utilizes a Modern Portfolio Theory-based investment approach implemented through proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.

Christina Wilson is a financial advisor with First Citizens Investor Services, Inc. She holds Series 63, 65, and 66 licenses and has 26 years of industry experience. Her prior roles include positions at Merrill, Bank of America, LPL Financial, and M&T Bank. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services through investment advisor representatives and third-party portfolio managers. The firm combines fundamental, quantitative, and technical analysis to manage portfolios across various asset classes, offering services that include unified managed accounts, model portfolios, and tax-aware strategies.

Carol O'Neil is a financial advisor at GWN Securities Inc. with 20 years of industry experience. She holds a Series 66 designation and has worked at GWN Securities since 2019, following prior roles at H.D. Vest Insurance Agency and H.D. Vest Advisory Services. O'Neil serves on the Board of Directors of the Central Palm Beach Chamber of Commerce and is the owner of CEO Financial Services, providing comprehensive financial and insurance consulting. 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 and model portfolios. The firm supports a large network of advisors and offers a range of managed-account programs, including traditional asset allocation and legacy market-timing strategies.

Robert Dunkin II is a financial advisor at Cresset Asset Management, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at U.S. Trust, Bank of America, N.A. for eight years before joining Cresset in 2018. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles through a range of services including wealth management, portfolio management, and family office support. Their investment approach combines strategic asset allocation, active and passive management, and the use of alternative assets alongside advanced research tools such as artificial intelligence.

Gary Oconnor is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL. He holds Series 63 and Series 66 designations and has 33 years of industry experience. Oconnor has been with GWN Securities since 2013. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, and business clients. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, operating through a network of approximately 423 advisors and managing about $3.65 billion across more than 37,000 client accounts.

Racquel Ramlal Slawinski is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is also associated with LegacyShield and the National Association of Registered Social Security Analysts, where she provides occasional education on Social Security. Racquel has experience in estate planning through her work with LegacyShield, offering wills and trust packages. Transamerica Financial Advisors serves a broad clientele including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios, with program options that can be discretionary or non-discretionary depending on client needs.

Jay Bendesky is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Charles Schwab & Co., Proshare Advisor LLC, BCU Wealth Advisors, and Morgan Stanley. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm offers guidance on asset allocation and investment selection using Charles Schwab’s internal research tools, with reviews and recommendations tailored to individual client goals and risk tolerance.

Julie Rapp is a financial advisor at &PARTNERS with 25 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, utilizing a combination of proprietary and third-party strategies alongside fundamental, technical, and quantitative analysis.

Dawn Partlow is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She has held roles with firms including Ameritas Investment Corp and operates several business ventures such as Navigating Tax Solutions LLC, which focuses on tax consulting and preparation, and serves as an Independent Wellness Advocate with DoTerra. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager selections. The firm utilizes a mix of affiliated and unaffiliated sub-advisers and combines asset allocation strategies with market-timing and momentum-based approaches in certain legacy programs.

Ryan Swenson is a financial advisor with Commonwealth Financial Network in Jupiter, Florida. He holds the Series 66 designation and has seven years of industry experience. Prior to joining Commonwealth, he worked at Edward Jones and Cary Stamp & Company. Ryan also engages in fixed insurance sales as a secondary business activity. 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 over $200 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Leonel Galvez is a CFA® charterholder and Series 63 licensee affiliated with Eagle Strategies (New York Life) in Palm Beach Gardens, FL, with six years of industry experience. He has held roles at Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company since 2020, and prior to that worked at Time Warner Inc for 18 years. Galvez serves as a board member of the Financial Planning Association of South Florida and participates in the Palm Beaches Chamber of Commerce government affairs committee. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, managing most assets on a non-discretionary basis and maintaining fiduciary responsibilities to retirement investors.

David Harvan is a CFP® with 27 years of industry experience, currently serving at Rockefeller Financial LLC. His prior roles include positions at Bank of America and Merrill, where he worked for over a decade each. He is based in Palm Beach Gardens, FL. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform, offering a range of portfolio management, financial planning, and consulting services, alongside registered broker-dealer operations and alternative investment placement.