Tarik Kawi is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Commonwealth since 2002. Outside of his advisory role, he serves as a director of a family partnership managing a family estate and owns an entity that provides administrative services to the estate. 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 offer customized portfolio solutions and discretionary model portfolios.

Gregory Pollock is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior roles include long tenures at Merrill and Bank of America. 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 combines a Private Advisor model with a consolidated investment platform, providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services, including access to alternative investments and integrated trust and insurance capabilities.

Mollie Sebak is a CFP® with 10 years of experience in financial advising. She is currently with Farther, where she has worked since 2024. Her prior experience includes positions at Financial Life Focus, LLC, Triad Financial Advisors, Inc., and Modera Wealth Management. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing across a range of asset classes.

Susan Mcnamara Musil is a financial advisor at Brookstone Capital Management LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Brookstone since 2018 and previously at Precision Capital Management. Musil is also a licensed insurance agent with Allianz Life Insurance of the United States, authorized to sell annuities and life insurance in Florida. 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, other registered investment advisers, sovereign wealth funds, and banking institutions.

Ryan Jotkoff is a CFP® professional with 25 years of industry experience. He is currently affiliated with Osaic Advisory Services, LLC and has prior experience at Triad Advisors, Hanlon Investment Management, and his own firm, Jotkoff Financial Services. Outside of advisory work, he serves as a CPA at Jotkoff & Associates, PA, preparing tax returns and payroll forms for clients. Osaic Advisory Services, LLC is an SEC-registered adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement consulting, and related services through multiple advisory program models and a combination of proprietary and third-party platforms.

Jeffrey Seiverth is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds a Series 66 designation and has previously worked with Advised Assets Group, LLC, GWFS Equities, Inc., Bank of America, N.A., and Merrill. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Timothy Sallade is a CFP® and CFA® with 10 years of experience in financial advising. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2026, following a 12-year tenure at Lake Tahoe Wealth Management, Inc. His practice is based in Melbourne, FL. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and emphasizes diversified, risk-class based allocations combining passive and active management supported by an internal Investment Committee.

John Burke is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Raymond James Financial and his own firm, Burke Financial Strategies. He is also the owner of the Academy for Professional Education, where he conducts seminars. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, guided by an internal Investment Committee and supported by quantitative and fundamental research.

William Margolis is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 34 years of industry experience, including over 18 years with Park Avenue Securities and Guardian Life. He serves as power of attorney for family members' trusts and personal matters. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Krist Hammargren is a financial advisor at PNC Wealth Management with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Wells Fargo Clearing, Regions Bank, Cetera, and INVEST Financial Corp. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and approved investment models managed by PNC or third-party strategists.

Elizabeth Riley is a financial advisor with Lincoln Investment in Sebastian, FL, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has worked at Hendershot Financial Group and Lincoln Investment Planning, Inc. since 2004. Riley serves as Secretary and a board member of Walk the Walk Inc, a nonprofit organization focused on educational and charitable giving. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, including a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolios, employing both strategic and tactical investment approaches supported by an in-house Investment Management & Research team.

Richard Frontera is a financial advisor with Equity Services, Inc. in Melbourne, FL, holding a Chartered Financial Consultant (ChFC®) designation and Series 63 license. He has 48 years of industry experience and has been with Equity Services and National Life Group since 1991. Outside of his advisory role, he is an insurance sales agent and supervises agents selling life, disability, health insurance, and annuities. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios with a mix of long-term and shorter-term investment strategies.

Thomas Leone is a Series 66 licensed financial advisor with Merrill, based in Palm Bay, Florida, and has six years of industry experience. His prior work includes roles at Bank of America, Axiom Bank, and Dean Foods. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Debczak is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he was with Wells Fargo Advisors LLC from 2011 to 2023. Outside of his advisory work, he owns Debczak Wealth Management, LLC, a financial planning practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools.

Paul Streeter is a financial advisor with Ameriprise in Melbourne, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Outside of his advisory work, he is the owner of a real estate business, Eddystone Lane, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Peter Mooney is a financial advisor with LPL Financial in Melbourne, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 48 years of industry experience, including 20 years at Coordinated Capital Securities, Inc., and 25 years operating Mooney Financial Services. His background also includes over five decades as an insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven solutions.

J. Michael Mullen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he rents rooms in his home through a short-term rental platform. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, and incorporates research from multiple sources to support diversified investment strategies.

Brian Kent is a financial advisor at LPL Financial in Melbourne, FL, holding a Series 66 designation with 14 years of industry experience. His prior roles include positions at Elevations Credit Union, Fairwinds Credit Union, CUSO Financial Services, and Space Coast Credit Union. He serves on the board of Faith Viera Lutheran Church, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Donna Polizzi Quinones is a financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at STS, Longevity 50, Wagner's Insurance Agency, and Beachbody. Outside of her advisory work, she is a newborn and family photographer based in Melbourne Beach, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Courtney Favor is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 11 years of industry experience. Prior to joining LPL Financial in 2023, Favor worked at Agia and Valic Financial Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.