Ryan Mc Call is a financial advisor at Money Concepts Capital Corp with one year of industry experience. He holds the Series 66 designation and has previously worked at A1A2 Inc. and Florida Sports Cycle. Prior to entering the financial sector, he spent nine years in full-time education. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving approximately 14,700 clients through a team of about 431 advisors.

Theodore Cardasis is a CFP® and holds a Series 66 license with 14 years of industry experience. He is affiliated with Mariner and Msec, LLC, where he has worked for the past 10 years. Both roles are investment-related. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, by offering investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm provides discretionary, customized portfolios supported by in-house research and external managers, with notable integration of tax and accounting services as well as family office and financial wellness solutions.

Edward Henry III is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. His work history includes roles at Goldman Sachs & Co., Shelby Financial Corporation, Ascensus, and Shades of Ocean City. He also has experience in education, having worked at Drexel University and Mainland Regional High School. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm uses centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support, and operates within a large integrated financial group with access to a broad range of financial products and services.

Mary Walsh is a financial advisor with Money Concepts Capital Corp in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and with 29 years of industry experience. She has worked at Money Concepts Capital Corp since 1996 and concurrently at Global World Network Securities Inc. since 2003, as well as at Win Advisors, Inc. since 2019. Outside of her advisory roles, she serves as Secretary of the Icon Home Board in Palm Beach Gardens. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation strategies and offers both discretionary and non-discretionary programs supported by multiple portfolio options and third-party service providers.

John Fico is a Series 66-credentialed advisor with 18 years of industry experience. He has been with PNC Wealth Management since 2013. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, digital discretionary model account for employees. The firm uses algorithmic questionnaires to recommend risk bands and implements investments via approved model strategies managed by PNC or third-party strategists.

Howard Silver is a financial advisor with LPL Financial based in Jupiter, FL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and NewEdge Advisors, LLC. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Michael Macdonald is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC since 2026. He previously worked at UBS Financial Services for 11 years. Outside of his advisory role, he is a partner and manager of a family real estate partnership. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, and corporations, employing a disciplined, risk-aware approach that integrates strategic asset allocation, active and passive implementation, and a range of alternatives.

Vincent Martorello III is a financial advisor with TIAA-CREF, holding Series 65 and Series 66 licenses and with one year of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, corporate entities, and small retirement plans. The firm serves many clients with existing relationships through TIAA-administered employer retirement plans and acts as adviser to a donor-advised fund.

Elizabeth Young is a financial advisor with Janney Montgomery Scott LLC, holding a Series 66 designation and nine years of industry experience. She has worked at Janney Montgomery Scott since 2020 and previously was with Raymond James & Associates from 2016 to 2020. Young also volunteered with the Volunteer Income Tax Assistance program from 2017 to 2018. 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and wrap/advisory programs.

Evan Blake is a CFA® charterholder with 14 years of experience in the financial industry. He is currently with Cresset Asset Management, LLC and has previously worked at UBS Financial Services and J.P. Morgan Securities. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive investment strategies across multiple asset classes.

Katherine Reppert is a financial advisor at Money Concepts Capital Corp with four years of industry experience. She holds a Series 65 credential and has worked at Money Concepts Advisory Services since 2017. Prior to her financial career, she was employed at GreenChem Industries LLC for seven years. She serves as treasurer for SE FL ACA Intergroup, Inc., a charity organization. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets through a large network of advisors, utilizing model-driven and asset-allocation investment approaches.

Lisa Fentress is a CFP® professional with 26 years of industry experience, currently serving at Mariner Wealth Advisors since 2018. Her prior experience includes roles at Securities America Advisors, Inc., Cedar Brook Group, and Cedar Brook Financial Partners. She also holds a role as Membership Committee Director for the nonprofit Impact the Palm Beaches. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and specialized services such as tax integration and family office solutions. The firm employs customized discretionary portfolios supported by both in-house research and third-party managers, offering a broad range of investment strategies and administrative financial wellness tools.

Jason Daniels is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that utilizes algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Gabriel Sareli is a financial advisor at &PARTNERS with a Series 66 designation and began his advisory career in 2024. Prior to joining &PARTNERS, he was a student for nine years. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory and brokerage services, financial planning, ERISA consulting, and investment banking, employing a combination of proprietary models and third-party managers through the Envestnet platform.

Christopher Mcbay is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he provides life and long-term care insurance and is involved in health insurance group life and disability plans. 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 that include both traditional asset-allocation and legacy market-timing strategies.

Jordan Busco is a financial advisor with Citizens Securities, Inc. in West Palm Beach, FL, holding a Series 66 designation and 14 years of industry experience. Before joining Citizens Securities in 2025, he worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined 11 years. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans, offering both advisory and brokerage services. The firm provides investment programs such as a digital advisory platform and managed accounts, operating as a broker-dealer and insurance agency under full ownership by Citizens Bank, N.A.

Michael Petrizzi is a CFP® with 35 years of industry experience, currently serving at Truist Advisory Services. He has been with SunTrust Advisory Services since 2016 and with SunTrust Investment Services, Inc. since 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research.

Brian Pias is a financial advisor with Lincoln Investment in Palm Beach Gardens, FL, holding a Series 66 designation and seven years of industry experience. He has been with Legend Group/Lincoln Investment since 2016. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of advisor-managed and firm-managed investment programs, employing both strategic and dynamic investment approaches.

Melinda Swartzbaugh is a financial advisor with OSAIC Institutions, INC. She holds a Series 66 designation and has 19 years of industry experience. Her prior work includes roles at First Bank, Infinex Investments, Inc., and First Brokerage America, LLC. She is also the president of The Benefits Advisor, a home-based insurance sales business. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements. The firm provides access to alternative investments, financial planning, and lending solutions, with a notable emphasis on non-discretionary assets managed through a network of investment adviser representatives.

Edwin Alicea is a Series 66-licensed financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, and has one year of industry experience. His prior roles include positions at Voyage Retirement Solutions, Insight Construction and Management, Interamerica Stage Inc., and Dragon Financial Services. Outside of his advisory work, he is the CEO and owner of AEL Capital Management, LLC, an insurance holding company established for tax purposes. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a distinctive history of incorporating market-timing and momentum-based strategies in its program suite.