Curtis Eskew Jr. is a financial advisor with Eagle Strategies (NY Life) based in Sarasota, FL, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has worked with Mahoney Financial Organization, Eskew Financial Group, Nylife Securities Inc., and New York Life Insurance Co. since 1978. Outside of his advisory role, he is a board member of A Bond of Love Adoption Agency, Inc. and the Old Miakka Community Cemetery, Inc., and performs as a member of the rock band Constant Vigil. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations across various program types, managing the majority of assets on a non-discretionary basis and maintaining fiduciary responsibilities for retirement investors.

Willard Foley III is a financial advisor at &PARTNERS with 40 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as an executive producer for Four Eighteen Films LLC. &PARTNERS serves a diverse range of clients, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, and retirement plan consulting, employing a mix of proprietary and third-party investment strategies across fundamental, technical, and quantitative analyses.

Ralph Nicosia II is a financial advisor with AE Wealth Management, LLC in Sarasota, FL, holding Series 66 and Series 63 licenses and bringing five years of industry experience. His prior roles include positions at BridgePointe Wealth Management, CreativeOne Wealth, Candor Wealth Strategies, and T Rowe Price. Outside of advising, he serves as president of an insurance sales and services business. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm primarily employs discretionary model portfolios and offers a platform-focused approach serving a large number of clients through standardized model and advisory services.

Seth Arndt is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 credentials and 17 years of industry experience. He has worked at Guardian Life Insurance Company of America and Park Avenue Securities since 2014. Outside of his advisory role, he manages Empower Financial LLC, a management entity for accounting, tax, and marketing purposes. Park Avenue Securities LLC operates as Park Avenue® Wealth Management, serving individuals, pension plans, charitable organizations, and corporate clients through brokerage services, financial planning, retirement consulting, and various investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships using in-house and third-party model portfolios, alongside a hybrid digital advisory solution.

David Berretta is a financial advisor with Janney Montgomery Scott, holding a Series 66 credential and bringing 25 years of industry experience. He has been with Janney Montgomery Scott and its predecessor firm since 2016. Outside of his advisory role, he is the owner of David Berretta LLC in Venice, FL. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

David Hoover is a Series 66-licensed financial advisor with Principal Financial Services, based in Nokomis, FL. He has one year of industry experience, including roles at Principal Life Insurance Company and Principal Securities, Inc. Prior to his advisory career, he held various positions in security services, distribution, and transportation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

David Glickman is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and bringing nine years of industry experience. He has worked with TD Bank, N.A. and TD Private Client Wealth LLC since 2015. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party managers, offering portfolio management, financial planning support, and custody services through third-party custodians.

Luis Hernandez is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with TD Private Client Wealth LLC and TD Bank N.A., having previously worked at Citigroup Global Markets, Cetera, Regions Bank, JP Morgan, LPL Financial, and Space Coast Credit Union. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers. The firm provides portfolio management, financial planning, and custody services through platforms like Envestnet and Pershing.

Augustine Hong is a financial advisor at Hightower Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Hightower in 2021, he worked at Purshe Kaplan Sterling Investments and Alexandria Capital LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers along with a variety of investment vehicles and portfolio construction strategies.

Rochelle Cairo is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. She has been with Truist Advisory Services since 2016 and with Truist Investment Services since 2014. 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 offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that utilizes both discretionary and non-discretionary approaches supported by third-party platform arrangements.

Daniel Hughes is a financial advisor with NewEdge Advisors holding a Series 66 designation and nine years of industry experience. His career includes roles at Edward Jones and LPL Financial, alongside his current position at NewEdge Advisors. Outside of finance, he has work experience unrelated to the industry, including at Starry Night Christmas Lights and Oregon Commercial Painters. NewEdge Advisors is a large registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent advisers. The firm offers diverse investment solutions, including portfolio management, financial planning, and access to third-party managers, supported by centralized due diligence and technology tools.

Angela Peterson is a financial advisor with Raymond James Financial in Sarasota, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has been with Raymond James since 2009 and previously worked at Greek Gates LLC. Peterson also owns a support company used for tax reporting purposes. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and a broad range of implementation options.

Peter Hart is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 54 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he has ownership of a rental property in Zepherhills, Florida. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Cameron Angeloni is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 17 years of industry experience. His previous roles include positions at TD Ameritrade and Fidelity Investments. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Sylvia Dyga is a financial advisor at Charles Schwab with a Series 66 designation and experience that includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. She also has a background in education through positions at the Leeds School of Business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a blend of advisory, brokerage, custody, and financial planning services. The firm uses a primarily non-discretionary client relationship model complemented by access to discretionary separately managed accounts and employs multi-asset model portfolios with strategic asset allocation.

Chrystin Brackett is a financial advisor at Fidelity with 12 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Metlife Securities. Outside of her advisory work, she is the owner and creator of Mind of a Mermaid Creations, a business selling handmade seashell crafts and producing seashell-related content on social media. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Jarrod Dehn is a financial advisor at Fisher Investments with three years of industry experience. He holds the Series 66 and Series 65 designations and has worked at Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios and manages risk through various tactical approaches, including derivatives and tax-aware strategies.

Anna Wustin is a financial advisor at LPL Enterprise with two years of industry experience. She holds a Series 66 designation and has prior experience at Pruco Securities LLC and The Prudential Insurance Company of America, where she also works as a Sales Support Specialist. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform.

Brian Young is a financial advisor with Osaic Wealth, Inc. in Venice, Florida. He holds the CFP® designation and has 29 years of industry experience, including prior roles at Woodbury Financial Services and Questar Asset Management. Additionally, he is involved with Comprehensive Financial Planning Group, LLC, where he provides financial planning and insurance services. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing firm-provided asset-allocation tools and third-party managed solutions to construct portfolios across a broad range of asset classes.

Richard Stern is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He previously worked at Robert W. Baird & Co. Inc. for 12 years before joining Raymond James in 2021. Outside of his advisory role, he produces a nightly business report as a business commentator. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides both non-discretionary advisory relationships and institutional consulting, with a notable presence in public finance and municipal services.