Jeffrey Renaker is a financial advisor at Gradient Advisors, LLC with ChFC® and Series 63 designations. He has been in the industry since 2016, previously working at American Senior Benefits and ASB Financial. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals and various institutional clients. The firm operates a network of 169 advisors across 154 offices and employs a blend of fundamental, technical, and cyclical analysis to tailor investment strategies, typically delivering portfolio services on a non-discretionary basis.

David Zupek is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been associated with Concorde and related entities since 2012 and founded Tada Wealth Advisors, Inc., where he continues to be active. Zupek also provides tax planning and estate-related services through Foremost Financial Planning, Inc. Concorde Asset Management offers discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, utilizing both in-house and external resources, and provides a range of services including alternative investment options and ERISA-compliant fiduciary advice.

John Ressler is a financial advisor at Simplicity Wealth with over 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including LPL Financial and Sagepoint Financial Inc. He is also president of Strategic Wealth Planning Group LLC, where he sells life insurance and fixed annuities. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios monitored and rebalanced regularly, along with services such as tax optimization and independent manager oversight.

Brian Godfrey is an investment advisor representative at Gradient Advisors, LLC with eight years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at firms including Sequent Planning, LLC and Cambridge Investment Research. Godfrey is also involved with Rooted Financial, LLC, where he offers insurance products and services to clients. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, focusing on a largely non-discretionary model that integrates fundamental, technical, and cyclical analysis.

Dawn Carey is a financial advisor at Impact Partnership Wealth, LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at SmartLife Financial Group LLC, Trac Asset Management LLC, and Revere Securities, LLC. Outside of advisory work, she is also active as an insurance agent at Phoenix Wealth Management. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion across a network of advisers. The firm offers model portfolio solutions, discretionary asset management, financial planning, and ERISA retirement plan services, utilizing a range of firm-managed and third-party strategies.

Bennett Berman is a financial advisor at The Pinnacle Financial Group with 53 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including UBS Financial Services and LPL Financial. Berman is also involved with BHB Investment Management, LLC, a non-investment-related business. The Pinnacle Financial Group offers discretionary portfolio management, financial planning, and pension consulting services to a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm employs both fundamental analysis and a mix of long- and short-term trading strategies, generally managing accounts on a discretionary basis with regular portfolio monitoring.

Liam Barningham is a financial advisor with Empower Advisory Group holding a Series 66 designation and zero years of industry experience. His prior work includes roles at Empower Financial Services, LPL Financial, United Southern Bank, and various positions outside the financial sector. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail IRA and brokerage account holders. The firm uses an integrated model aligned with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Daniel Sotomarino is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 66 and Series 63 licenses and has worked with several firms including Empower Financial Services, Flagstar Bank, and Northwestern Mutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing within an integrated model tied to Empower’s recordkeeping and administrative platforms.

Wayne Barber Jr. is a financial advisor at Creative Planning with 21 years of industry experience. He holds a Series 66 designation and has worked at Creative Planning since 2017, following four years at Water Oak Advisors LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Christopher Ponds is a CFP® professional with 25 years of experience in the financial services industry. He has worked with Truist Advisory Services since 2016 and Truist Investment Services since 2010. Outside of his advisory role, he serves as secretary and treasurer for Timberwood Properties, a construction and cabinet installation business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches and leverages third-party platforms and manager arrangements to support its investment programs.

Anthony Desjardins is a financial advisor with Centaurus Financial, Inc. in Lady Lake, FL, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Centaurus Financial since 2017 and previously at Newbridge Securities Company from 2015 to 2017. Desjardins is also the managing member of Desjardins Retirement Solutions, LLC, a Florida-licensed insurance agency. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management using multiple analytical approaches, with both discretionary and non-discretionary account arrangements.

James Lagrone is an advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has worked with Kestra Advisory since 2016 and maintains ownership of Wintergreen Financial Services, Inc., where he acts as a registered representative. Outside of his advisory work, Lagrone volunteers with AARP-TAX AID preparing personal tax returns. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients with approximately $79.8 billion in assets under management.

Michael Lopez is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes positions at Fifth Third Bank, SunTrust Bank, and TD Bank. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers multiple program types and third-party portfolio managers via the Passageway platform, providing a range of strategies from mutual funds and ETFs to separately managed accounts and direct indexing.

William Schmidt is a CFP® with 33 years of industry experience. He is currently affiliated with Independent Advisor Alliance, LLC and has held roles at LPL Financial, Independent Financial Partners, and Schmidt Financial Resources. Schmidt Financial Resources, Inc. has been a longtime business activity of his, operating since 1992. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services through a network model that combines independent advisory representatives with access to third-party managers and technology platforms.

Mitchell Nunn is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. He holds a Series 65 designation and has worked in insurance sales and office management at Amerilife of Brevard since 2021. His prior roles include positions outside the financial services industry, such as work at Overlook Bible Training Center and Starbucks. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, and supports a large advisor network with model portfolios and managed account services.

Peter Ferrante is a CFP® professional with 35 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2011. He is also a co-owner of Ferrante Wine Farm Inc., a manufacturing business in Geneva, Ohio. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets, serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a range of advisory programs and investment strategies, combining firm-developed and third-party models with ongoing oversight from an Investment Strategy Committee.

Windel Taylor is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2017, with additional experience at Verizon and WFGIA. He is also involved in the sales of insurance and non-insurance products affiliated with his firm. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Avilio Sutherland Navea is a financial advisor at Mercer Global Advisors Inc. with Series 63, 65, and 66 credentials and one year of industry experience. His prior roles include positions at Eminence Wealth Management Inc. and Strong Point Financial. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and tax-managed strategies.

Daniel Zebrowski is a financial advisor with SPC who holds the PFS™ designation and has 27 years of industry experience. He has worked at Sigma Financial Corporation and SPC since 2018 and has prior experience with Investment Advisors Corp. and Broker Dealer Financial Services Corp. Zebrowski is also a CPA and is involved in several related business activities, including serving as president of Family Financial Planners, Inc. and Family Financial Advisors, Inc., where he provides financial planning, tax consulting, and advisory services. SPC serves a diverse client base including individual, high-net-worth households, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors and approximately $5.66 billion in assets under management.

Michael Mehltretter is a financial advisor at Lincoln Investment with 20 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Lincoln Investment in 2017, he worked at Legend Advisory Corporation and Legend Equities Corporation. He has also served with the Buffalo Fire Department since 1991. 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 managed portfolio programs using both strategic and dynamic investment approaches.