Anthony Intagliata is a CFP® with eight years of industry experience, currently advising at Mariner since 2026. His prior roles include positions at Hightower, Farr Miller & Washington, Cetera Investment Services, Regions Bank, HSB Securities USA, HSBC Bank USA, and PNC Bank. He is based in Palm Beach Gardens, FL. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm offers customized discretionary portfolios supported by in-house and third-party research, along with integrated tax, accounting, and family office services.

Douglas Linker is a financial advisor with Rockefeller Capital Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Merrill and Bank of America, NA, prior to joining Rockefeller. Rockefeller Capital Management is an enterprise firm with 157 advisors, serving clients with comprehensive wealth and investment management services.

Tayiba Jannat is a financial advisor with Truist Advisory Services holding a Series 66 designation and one year of industry experience. Her career includes roles at Truist Investment Services, Truist Advisory Services, and Club Pilates. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting integrated with affiliated broker-dealer and banking services.

David Wilcox is a financial advisor at Brookstone Capital Management LLC with 36 years of industry experience. He holds a Series 65 designation and has worked at Center Street Securities, Prosperity Financial Solutions LLC, and his own firm, David Wilcox Financial. In addition to advisory work, he is involved in independent life and health insurance sales through Prosperity Financial Solutions LLC. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm offers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts with a range of strategies, and supports a large advisor network via a turnkey asset management platform.

Louis Ambrosio is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at RBC Capital Markets and City National Bank, as well as running Amore Ambro for eight years. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, utilizing a mix of discretionary wealth management, financial planning, and outsourced CIO solutions. The firm employs a manager selection process based on a proprietary “Focus List” and supports client strategies through third-party platforms and quantitative due diligence.

Brandon Seltzer is a CFP® and Series 65 credentialed advisor at Mariner Wealth Advisors with four years of industry experience. His prior roles include positions at 2nd Mile Management and G3 Global Services. Outside of his advisory work, he serves as an ambassador for Heroic, a coaching program, and manages social media for the Planned Giving Council of Palm Beach County, a charitable organization. Mariner serves a broad mix of clients including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment committee and offers integrated tax and accounting services alongside traditional portfolio management.

Joseph Francisco is a financial advisor with Commonwealth Financial Network in Jupiter, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Commonwealth since 2013 and is also co-owner of Asset Advisory Services, Inc. Outside of his advisory work, he serves as co-owner and vice president of BUB Unlimited, LLC, a company involved in real estate ownership. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, and compliance support while enabling advisors to construct client portfolios from diverse securities and insurance products.

Denis Walsh is a CFP® with over 40 years of experience in the financial services industry. He is currently with Win Advisors, Inc., where he has worked since 2019, and has held roles at Global World Network Securities Inc. and Money Concepts Capital Corp. Outside of advisory work, Walsh serves as President, Director, and Treasurer of World Investment Network, Inc., a non-investment related entity. Win Advisors, Inc. provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, and corporate clients. The firm employs quantitative, algorithmic, and fundamental strategies within its model portfolios and robo-adviser platform, serving a large client base with a high client-to-advisor ratio.

Lynn Balch is a financial advisor with Lincoln Investment in Wellington, FL, holding Series 63 and Series 65 licenses and with 41 years of industry experience. Prior to joining Lincoln Investment in 2017, she spent 12 years at Legend Equities Corporation. She serves as a board member and Club Service Chair for a local Rotary club and is involved with the Penn State University alumni association as an endowment chair. 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 a range of financial planning and advisory services, using a mix of strategic and dynamic investment approaches managed by an in-house Investment Management & Research team.

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.

Joshua Parker is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently with Rockefeller Financial LLC, where he has worked since 2022. Prior to joining Rockefeller, he spent over a decade at Bank of America and Merrill. Rockefeller Financial LLC serves ultra-high and high-net-worth clients, including individuals, families, family offices, charities, corporations, and retirement plans. The firm offers comprehensive wealth management and financial planning services, utilizing both in-house and third-party managers, and provides access to alternative and private investments through an integrated platform that includes trust and insurance capabilities.

Christina Tinley is a financial advisor with Lincoln Investment in Palm Beach Garden, FL. She holds a Series 66 designation and has 16 years of industry experience, including prior roles at Legend Advisory Corporation and Legend Equities Corporation. She has been with Lincoln Investment since 2017. 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, retirement plan advice, and a range of advisor- and firm-managed investment programs, utilizing both strategic and dynamic approaches overseen by its Investment Management & Research team.

David Salley is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Ameritas Investment Corp and Salley Wealth Management since 2016. Outside of his advisory role, Salley is the CEO and owner of The Salley Foundation, a nonprofit baseball league. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, utilizing both in-house and third-party investment solutions.

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 with one year of experience in the financial industry. He is currently with NewEdge Advisors and has prior experience at LPL Financial, U.S. Immigration Fund, LLC, and Torchlight Investors, LLC. Outside of his advisory role, he is involved with SHEIN, LLC, a business entity for tax and investment purposes. NewEdge Advisors serves a broad range of clients including individuals, trusts, estates, pension and profit-sharing plans, corporations, charitable organizations, and insurance companies. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

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.