Lynn Balch is a financial advisor with Lincoln Investment in Wellington, FL, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. Prior to joining Lincoln Investment in 2017, Balch spent 12 years at Legend Equities Corporation. Outside of advisory work, Balch serves as a board member and Club Service Chair for a local Rotary Club and is involved as an endowment chair with the Penn State University alumni association. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plan participants. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and manages dynamic investment strategies.

James Larschan Sr. is a CFP® with 44 years of industry experience, currently serving at Integrity Alliance, LLC. He has worked at Brokers Financial since 2020 and previously spent nearly three decades at Northwestern Mutual Investment Management and The Northwestern Mutual Life Insurance Company. Larschan is also president of Wealth Planning Consultants, a life insurance and financial planning firm he founded in 1998. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial and retirement plan consulting, and access to third-party manager programs, utilizing a variety of portfolio management approaches and custodial platforms.

Brent Fykes is a Certified Financial Planner® and Chartered Financial Analyst® with 21 years of industry experience. He has been with CIBC Private Wealth Management since 2014 and serves as a trustee of the James C. Dismuke Trust. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a comprehensive investment process involving internal teams and committees to deliver customized portfolios and offers a range of strategies including options hedges and structured notes.

Robert Slawinski is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having nine years of industry experience. His career includes roles at World Financial Group, Aligned Benefits Group, and involvement with the National Association of Registered Social Security Analysts. Outside of his advisory work, he serves as president of the Hambleton Estates Civic Association and hosts international students attending The King’s Academy. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach combined with third-party managers and digital platforms to deliver its services.

Alaa Ali is a financial advisor at TD Private Client Wealth LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including JPMorgan Securities LLC, PNC Investments LLC, and StateTrust Investments, Inc. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes strategic and tactical asset allocation combined with investments from affiliated and third-party sub-managers to construct client portfolios.

Joshua Parker is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 25 years of industry experience. He previously worked at Bank of America and Merrill Lynch for over a decade before joining Rockefeller Financial. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as both a registered investment advisor and broker-dealer with a consolidated investment platform that includes access to alternative investment vehicles and integrated trust and insurance services.

Christina Tinley is a Series 66-registered financial advisor with Lincoln Investment in Palm Beach Garden, FL, and has 16 years of industry experience. She has worked with Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

David Salley is a financial advisor with Ameritas Advisory Services, LLC in Wellington, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Ameritas Advisory Services since 2019 and has prior experience at 20/20 Capital Management, Inc. Salley is also the owner and CEO of The Salley Foundation, a nonprofit baseball league. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs and fee-based management of variable products, supported by an Investment Committee and third-party partners.

Samuel Alfred is a financial advisor with GWN Securities Inc. based in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and possessing three years of industry experience. He previously worked at Core Financial Group and Dragon Financial Services. Outside of investment advisory, Alfred owns Alfred Financial Group, an insurance business focused on fixed and indexed annuity products and life insurance, primarily offered through 403b plans. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a notable legacy of market-timing and momentum-based strategies within its managed account programs.

Patrick Mayberry is a CFP® and CFA® with 23 years of industry experience. He currently works at MAI Capital Management, LLC and previously spent 27 years at Lanham O'Dell & Company, Inc. He holds Series 63 and Series 65 licenses. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services for a diverse client base, including high-net-worth individuals, families, sports professionals, and institutional clients. The firm manages assets across various strategies and offers additional services such as trust administration and insurance through affiliated entities.

Mark Feliciano is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 11 years of industry experience. He has been with Bankers Life in various capacities since 2005, including his current role at Bankers Life Advisory Services since 2020. Feliciano also serves as a Unit Sales Manager, recruiting and training insurance agents and supporting the sale of Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations aligned with clients’ objectives and risk tolerances.

Justin Sheinbaum is a CFA® charterholder affiliated with NewEdge Advisors in Jupiter, FL. He has approximately one year of industry experience, having previously worked at LPL Financial and U.S. Immigration Fund, LLC. Outside of his advisory role, he is involved with SHEIN, LLC, a business entity for tax and investment purposes. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support both advisors and clients.

Samer Alnaham is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2015. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Steven Hall is a financial advisor with GWN Securities Inc. in Winter Garden, FL, holding the ChFC® designation and Series 63 and 66 licenses. He has 45 years of industry experience and has been with GWN Securities since 2005. Outside of his advisory role, Hall owns and operates a tax preparation business seasonally each year. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, employing a range of strategies from traditional asset allocation to legacy market-timing and momentum-based programs.

Terry Coapstick is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has previously worked at Ameritas Investment Corp, Capital Choice Investment Advisers, Inc., and CCF Investments, Inc., among others. Outside of advisory work, he is involved in insurance brokerage activities and serves as a general partner in an insurance brokerage firm. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs with investment approaches spanning traditional asset allocation to legacy market-timing and momentum strategies.

Frank Sweeney is a financial advisor with Commonwealth Financial Network in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Commonwealth Financial Network since 2016 and also maintains a role at Capital Management Partners, LLC. Outside of advising, he teaches the CFP Education Program as an instructor for Dalton Educational. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Richard Chrzanowski is a financial advisor with Money Concepts Capital Corp in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Money Concepts Capital Corp since 1995. Outside of advising, he is involved in several non-investment-related businesses, including real estate sales and auto restoration. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, and corporations. The firm uses model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs, and incorporates third-party managers and platforms such as Envestnet to support its portfolio management and reporting.

Heather Herrmann is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at Janney Montgomery Scott since 2012 and has been with Citigroup Global Markets since 1999. Based in Palm Beach Gardens, FL, she has a long tenure in the financial services industry. 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 a range of brokerage services, financial planning, and advisory programs.

Jamel Parks is a financial advisor at Citizens Securities, Inc. in West Palm Beach, FL, holding Series 63 and Series 65 licenses with six years of industry experience. His career includes roles at Fifth Third Securities and Fifth Third Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm operates a digital advisory program alongside managed accounts and functions as a broker-dealer and insurance agency.

Nancy Wilkins is a financial advisor with GWN Securities Inc., holding Series 63 and Series 65 credentials and 24 years of industry experience. She has worked at GWN Securities Inc. since 2015, including its SEC-registered entity since 2020, and previously at Royal Alliance. Wilkins is president of the Kiwanis Club of South Lake, a nonprofit supporting local children, and president of the Women’s Giving Alliance, a philanthropic group. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning. The firm employs a mix of affiliated and unaffiliated sub-advisers and uses market-timing and momentum-based strategies in some of its legacy programs.