Brandon Levine is a financial advisor with Janney Montgomery Scott in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and 18 years of industry experience. Prior to joining Janney Montgomery Scott in 2022, he worked at Raymond James & Associates for eight years. Outside of advising, he is involved in self-publishing and distributing music, focusing on children's music through his ventures In 1st Place and Bandbees. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse range of clients, including individuals, families, trusts, corporate sponsors, and charitable organizations, offering a mix of brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Daniel Higashi is a financial advisor with Citizens Securities, Inc., holding Series 63, 65, and 66 designations and four years of industry experience. His work history includes multiple roles within Citizens and Citizens Securities since 2017, as well as two years at U.S. Bank. He is also an Ohio Notary, providing complementary notary services to Citizens customers at his branch. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a managed account program, with activities spanning discretionary and non-discretionary business through its ownership by Citizens Bank, N.A.

Zachary Berg is a CFP®-certified financial advisor with 15 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. His prior roles include extensive tenures at JP Morgan Private Wealth Advisors and First Republic Investment Management. Outside of his advisory work, Berg serves on the board of directors for Take Stock in Children Palm Beach County, a nonprofit providing mentoring and college scholarships to disadvantaged youths. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

James Gates is a CFP® with six years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2020. Prior to joining GWN Securities, he worked at Teachers Retirement Resources and Ryder Systems. He is also a licensed independent agent for life insurance and fixed annuity products in Florida. GWN Securities provides investment advisory services to individual and corporate clients through a variety of managed account programs and financial planning offerings. The firm employs both affiliated and unaffiliated sub-advisers and integrates tactical trading strategies alongside model-based asset allocation.

Sean Sill is a financial advisor at Oppenheimer with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2017. His prior experience includes roles at Raymond James Financial Services and Wells Fargo Advisors. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs diverse investment approaches tailored by program and advisor, managing approximately $36.7 billion in assets as of late 2025.

Brian Szytel is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds the Series 66 designation and has been with Hightower Advisors and Hightower Securities, LLC since 2015. Outside of his advisory role, he serves as president of BTS Properties, LLC, a real estate company. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions using both affiliated and third-party managers, with offerings that include discretionary portfolio management, financial planning, and retirement plan consulting.

William Bush is a financial advisor at Corient with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities and Geller Advisors. Outside of his advisory role, he serves on the advisory board of Exegy Inc., a financial technology company, and is involved in governance roles for private investment entities. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach integrating in-house strategies with third-party managers and utilizes risk management tools and alternative investments to align portfolios with client objectives.

Rebecca Miller is a financial advisor at AE Wealth Management, LLC with one year of experience in the industry. She holds a Series 65 designation and has worked with Dynamic Wealth Strategies, Inc since 2015, where she is involved in insurance and investment planning. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs and serves a large client base with standardized investment solutions.

Lori Colclasure is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and 13 years of industry experience. She has worked at Commonwealth Financial Network since 2013 and owns LMC Advisors, which provides general accounting services. Lori also provides divorce planning consulting and sells fixed insurance products through Asset Advisory Services, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm manages over $212 billion in client assets and offers a broad platform including managed-account programs, third-party asset manager access, and advisory support services.

Richard Frantz is a financial advisor at Money Concepts Capital Corp with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Mense Solutions, LLC. Outside of his advisory role, he owns a management and IT consulting business under the DBA Brother's Keeper Wealth. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing about $3.33 billion for nearly 14,700 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charities, and corporations, using a range of managed programs and investment strategies.

George Clark Jr. is a Series 65-licensed financial advisor at Brookstone Capital Management LLC with six years of industry experience. He has been with Brookstone since 2020 and concurrently holds a position at AmeriLife, where he has worked since 2012. Clark is also a licensed insurance agent in Florida, focusing on life, health, and annuity sales. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and sub-advisory services.

Ryan Lefler is a Series 66 licensed advisor with 10 years of industry experience. He is currently with HB Wealth, where he has worked since 2022. His prior experience includes roles at Boynton Financial Group, Raymond James Financial Services, Kuey Group LLC, Templeton Solutions, and Morgan Stanley. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm provides discretionary wealth management and financial planning, combining quantitative and qualitative due diligence across a range of public and private investment strategies.

Sandra Stiger is a financial advisor with Rockefeller Financial LLC and holds a Series 66 designation. She has 27 years of industry experience, including a decade at Merrill prior to joining Rockefeller Financial in 2023. Outside of her advisory work, she is involved with Stiger and Shell Construction, a construction business based in Palm City, Florida. 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 services, operating uniquely as a registered broker-dealer while offering a consolidated investment platform with access to direct portfolio management, third-party managers, and alternative investment vehicles.

Joseph Baganski is a financial advisor with Citizens Securities, Inc. in West Palm Beach, FL, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. His career includes roles at Citizens Bank and Santander Securities. Outside of advising, he manages business operations for Brenda's Hair Studio and is involved in product development and accounting for On Demand Publishing on Amazon and Etsy. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Jacqueline Gilbert is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds a Series 66 designation and has worked at several financial institutions, including JPMorgan Chase and Truist Investment Services. Citizens Securities serves a broad retail client base, offering investment advisory programs, brokerage, and insurance services. The firm provides a digital advisory program using ETF-based portfolios alongside traditional managed accounts and operates as both a broker-dealer and insurance agency.

Andrew Newfield is a CFP® professional with two years of industry experience. He currently works at Mariner and previously spent ten years at SCS Capital Management, LLC. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party manager allocations and provides unique offerings like integrated tax and accounting services, administrative CFO capabilities, and a financial wellness platform for employer clients.

John Blumel is a financial advisor with Janney Montgomery Scott holding a Series 66 designation and four years of industry experience. His prior work experience includes various roles outside of finance, including positions at Elite Parking Services and Wasabi Japanese Steakhouse. 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 charitable organizations, offering brokerage, financial planning, consulting, and multiple advisory programs.

Douglas Walters is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and 30 years of industry experience. Prior to joining &PARTNERS in 2025, he worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a total of ten years. Outside of finance, he owns and manages several non-investment businesses including tire and oil service companies and holds passive investments in an adventure park in Costa Rica. &PARTNERS serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, and consulting services. The firm employs a combination of fundamental, technical, and quantitative analysis through proprietary and third-party strategies, with both discretionary and non-discretionary account management options.

Ashley Terrell is a financial advisor at Prime Capital Financial with four years of industry experience. She holds the Series 65 credential and has previously worked at Burns Wealth Advisors and Burns Estate Planning & Wealth Advisors. Prior to her financial advisory roles, she held positions with the Livingston Parish and Tangipahoa Parish School Boards and worked for Steve Scalise. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan services, family office offerings, and uses a variety of investment strategies and platforms tailored to its clients’ needs.

Michael Bass is a financial advisor at NewEdge Advisors with Series 63 and Series 66 credentials and three years of industry experience. He has worked at LPL Financial and held roles at Jupiter Medical Center, Baptist Health South Florida, and the Cultural Council of Palm Beach County. Bass previously operated Bass College Prep LLC for six years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services and utilizes multiple program structures that integrate in-house and third-party strategies.