Robert Mullis is a financial advisor at GWN Securities Inc. with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Citigroup and Money Concepts Capital Corp. Outside of his advisory work, he is also an independent contractor providing rideshare transportation services. GWN Securities offers investment advisory and related services to individual and corporate clients through various managed account programs and financial planning solutions. The firm employs portfolios using both affiliated and unaffiliated sub-advisers, blending asset allocation principles with tactical trading strategies such as momentum and market-timing approaches.

Joshua Dadan II is a financial advisor with Truist Advisory Services in Lake Worth, FL. He holds Series 63 and Series 65 designations and has 16 years of industry experience. He has worked at SunTrust Advisory Services and related entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and manager-selection programs through a combination of discretionary and non-discretionary approaches.

Charles Stacy is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Rodney Rich & Co. and Cadaret, Grant & Co., Inc. Stacy is also involved in life and health insurance sales through a separate business activity. 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, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.

Steven Cassens is a financial advisor at RBC Rochdale, LLC with 17 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Foreside Funds Distributors LLC, Polen Capital Management, AllianceBernstein Investments, and International Value Advisers. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis, offering discretionary and non-discretionary portfolio management along with sub-advisory and model delivery services.

Richard Gregory is a financial advisor with Bankers Life Advisory Services, Inc. in West Palm Beach, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with Bankers Life Securities Inc. since 2017 and with Bankers Life & Casualty since 2014, where he also serves as a Unit Field Trainer recruiting and training insurance agents. Gregory is president of the George M Gregory Foundation, which manages charitable distributions and tax filings. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis.

Robert Taylor Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2015 to 2017. Outside of advisory services, he owns Robert S. Taylor Inc., a company that receives proceeds from his fixed insurance sales business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products while offering proprietary model portfolios and customized program options.

Stuart Youngentob is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including previous roles at Lion Street Financial and Kestra Financial Services, Inc. Youngentob serves as a board member for the Capital Jewish Museum and the Jewish Foundation for Group Homes, participating in various community and nonprofit activities. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm operates a large network of independent advisors managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and access to third-party managers through multiple platforms.

Rayan Sawh is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2016. Outside of his advisory role, Sawh assists with inventory management and bookkeeping for a family-owned specialty Caribbean food business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains distinctive market roles, including acting as a swap dealer and futures commission merchant.

Laura Pennington is a CFP® with 35 years of experience in the financial services industry. She has worked at Rockefeller Financial LLC since 2020 and previously held positions at UBS Financial Services Inc. and Morgan Stanley. 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, and operates as a registered broker-dealer offering a wide range of investment and placement services through its consolidated investment platform.

Remington Sampson is a CFA® charterholder based in Jupiter, FL, with two years of industry experience. He has worked at Mercer Global Advisors Inc. since 2021 and previously was employed at Quest Capital Management. Outside of his advisory role, he was involved with Tin Lizzy's Cantina for seven years. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm emphasizes a globally diversified investment approach grounded in Modern Portfolio Theory and utilizes a variety of investment vehicles, including low-cost ETFs, index funds, and separate account managers.

Molly Haga is a financial advisor at Janney Montgomery Scott with eight years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James and Associates, Inc., Baird, and the PGA of America. 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.

Dana Pineda is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. She has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

John Merendino is a financial advisor at TD Private Client Wealth LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, PNC Investments, Cetera, and several other firms. Merendino is based in West Palm Beach, Florida. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers, offering portfolio management, financial planning support, and custody services.

Alice Mcelhinney is a financial advisor at Wealth Enhancement Advisory Services, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial, Triad Advisors, and MetLife Securities. Outside of her advisory role, she is involved with Pinnacle Tax LLC, a tax preparation and accounting business. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and a variety of specialized financial planning and asset management services.

Patrick Hoene is a financial advisor at &Partners with 12 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for Wells Fargo Advisors for 11 years before joining &Partners. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and consulting services, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Justin Farley is a financial advisor at Brookstone Capital Management LLC in Palm Beach, FL. He holds the CFA® designation as well as Series 63 and Series 65 licenses. Farley has one year of industry experience and previously worked at Ship Sticks for 14 years. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm uses a range of strategic asset-allocation models and investment strategies, including ETFs, mutual funds, options-enhanced strategies, and proprietary funds, to implement client portfolios.

Jason Valdez is a financial advisor at Equity Services, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and Knights of Columbus. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, frequently using third-party asset managers and combining long-term strategies with options for shorter-term trading.

Nathan Flah is a financial advisor at Integrity Alliance, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Lion Street Advisors, Kestra Advisory, and METLIFE Investors Distribution Company. He is also the owner of Flah & Company, an insurance sales business. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm offers a range of advisory and brokerage services through a large network of independent advisors, employing various portfolio management approaches and supporting both discretionary and non-discretionary account services.

Andrew Francisco is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He has been with Commonwealth since 2018 and previously worked at Rochester City Schools District for two years. Francisco is a co-owner and vice president of BUB Unlimited, LLC, a private entity involved in real estate ownership. 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 roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, supporting a range of investment strategies and products.

Theodore Boyes is a financial advisor at Integrity Alliance, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Kestra Financial Services, Kestra Investment Services, and Waddell & Reed. Outside of his advisory role, he is also involved with Legend Wealth Management, LLC, where he provides investment management and financial planning services. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm supports over 300 independent adviser representatives managing approximately $5.4 billion in client assets and offers a range of investment management and financial planning services utilizing diverse strategies and platforms.