Sean Facey is a financial advisor with Independent Wealth Network, Inc. in Vero Beach, FL, holding a Series 66 credential and three years of industry experience. His work history includes roles at Affinity Wealthcare, Fisher Investments, and Edward Jones. Independent Wealth Network, Inc. serves individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations by providing wealth management, financial planning, and consulting services. The firm offers a range of portfolio management strategies and uses third-party models and managers to oversee client assets.

Linda Roberts is a financial advisor at Foundations Investment Advisors LLC with 14 years of industry experience. She holds a Series 65 credential and has worked at several firms, including Alphastar Capital Management, LLC, Planners Alliance LLC, and Advisory Alpha, LLC. Roberts is also a licensed insurance agent and serves as a regional manager involved in life, health, and annuity insurance sales. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a range of analytical approaches and offers discretionary and non-discretionary advice through a large network of affiliated advisors.

Joanne Hackenburg is an investment advisor representative with SeaCrest Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. She has been associated with both SeaCrest Wealth Management and Purshe Kaplan Sterling Investments since 2009. Approximately 90 percent of her time is dedicated to investment advisory services. SeaCrest Wealth Management is a multi-advisor wealth management firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management through a customized, long-term approach that incorporates fundamental and technical analysis alongside various investment vehicles.

Michael Rasnick is a financial advisor at Northern Trust Securities, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab & Co., Inc., HJH Designs LLC, and Trilogy Health Services LLC. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through various managed account platforms, combining advisory, brokerage, and custody services.

Stewart Massey is a financial advisor with Cary Street Partners in Vero Beach, FL, holding Series 63 and Series 65 designations and seven years of industry experience. His prior roles include founding Stewart Massey Consulting LLC and work with Massey Quick Simon & Co. LLC and Innodata. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, and retirement plans, providing portfolio management, financial planning, and access to proprietary and third-party investment strategies. The firm integrates AI tools for research and portfolio modeling while maintaining human oversight for investment decisions.

Richard Yemm is a CFP® professional with 33 years of experience in the financial services industry. He is currently with Secure Asset Management, L.L.C. and has held prior roles at firms including SCF Investment Advisors, Secura Financial, and Kovack Advisors. In addition to his advisory work, Yemm owns and operates Riley's Press, a book publication and distribution business. Secure Asset Management primarily serves individual clients, including both non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a range of investment strategies guided by written policies and periodic reviews, often utilizing third-party money managers and platforms for account management.

Joseph Price is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with B. Riley Wealth Management since 2015 and joined B. Riley Wealth Advisors in 2022. Outside of his advisory work, he serves as Second Vice President of a homeowners association in Florida. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a broad range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Ryan Van Buren is a financial advisor with Signature Equity Partners, LLC and holds a Series 63 designation. He has 27 years of industry experience, including 24 years at VALIC Financial Advisors and recent roles at OSAIC and AGIA. Outside of his advisory work, he is the founder of One Overvue, a financial planning firm offering securities and investment advisory services. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm provides portfolio management, financial planning, and consulting through a network of independent advisory affiliates, utilizing model-based investment programs and both discretionary and non-discretionary services.

Kathryn Barton is a financial advisor with Latitude Advisors, LLC, holding a Series 65 credential and 24 years of industry experience. She has been a partner at Offutt Barton & Schlitt, LLC since 2014 and has worked with Latitude Advisors and GWN Securities Inc. since 2010. Barton serves as treasurer for the Vero Beach Rotary Charities Foundation and holds board positions with several nonprofit organizations, including the VNA and Hospice Foundation and the Humane Society of Vero Beach. Latitude Advisors serves individual and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of internally managed and third-party model strategies, typically managing new client relationships on a discretionary basis.

Nicholas Bruce is a CFP® and Series 66 licensed advisor at Advisory Services Network with five years of industry experience. He has previously worked at UBS Financial Services and Collins Brown Barkett. Outside of advising, he serves as managing partner and attorney at Bruce Estate Law and holds board positions with Ballet Vero Beach, Literacy Services of Indian River County, and Moorings Educational Foundation. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm offers a range of portfolio management and financial planning services, employing diverse investment strategies and flexible engagement models.

Danny Howes is a financial advisor with Advisory Alpha, LLC in Vero Beach, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. Prior to joining Advisory Alpha in 2025, he worked at Truvestments Capital, LLC and Motiv8 Investments LLC, and has operated East Coast Tax and Financial since 2015, where he serves as CEO providing tax preparation, accounting, and business advisory services. He is also involved in insurance sales and holds a financial partnership in a property and casualty insurance business. Advisory Alpha serves individual and high-net-worth investors, offering portfolio management, financial planning, and specialized solutions including retirement plans, 529 and HSA platforms, and donor-advised fund services. The firm also provides subadvisory and co-advisory services to other registered investment advisors and manages a diverse range of managed portfolio strategies across multiple asset classes.

Duane Davis is a financial advisor at Corda Investment Management, LLC with 37 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Corda in 2019, he worked at Scottrade, Inc. for six years and spent a year in consulting and real estate investments. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets. The firm serves individuals, including high-net-worth clients, offering discretionary portfolio management, integrated financial planning, pension consulting, tax preparation, and access to attorney-led estate-planning services.

David Savage is a financial advisor at Rehmann Wealth with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at SunTrust Advisory Services and related entities from 2016 to 2023. Rehmann Wealth provides comprehensive wealth management and financial planning services to individuals, high-net-worth families, trusts, non-profits, small businesses, and institutional sponsors, including retirement plans. The firm offers a blend of advisor-specific portfolios, in-house asset allocation models, and third-party manager allocations, along with access to private investment opportunities and fiduciary services for employer-sponsored plans.

Jeannette Monroe is a financial advisor with Rehmann Wealth in Vero Beach, FL, holding a Series 66 designation and 23 years of industry experience. She has worked at Rehmann Financial Network since 2017 and Rehmann Financial since 2010, with prior experience at Royal Alliance Associates. Monroe also serves as a supervision manager overseeing advisory activities within Rehmann Financial. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, small businesses, and institutional clients. The firm offers investment management, financial and estate planning, business succession planning, and retirement-plan advisory services, utilizing an in-house investment team alongside third-party managers to construct diversified portfolios.

Roy Innella is a financial advisor at Wealth Watch Advisors, INC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pollock Advisory Group, Inc. and Wealth Advocate Investment Group. Outside of his advisory role, he is an insurance company agent and refers clients to providers for non-traditional investments and tax-related services. Wealth Watch Advisors serves individual, high-net-worth, and institutional clients, providing portfolio management, financial planning, and access to third-party model portfolios. The firm uses a model-driven investment approach primarily implemented through approved sub-advisors and SAM programs, focusing on mutual funds, ETFs, and selective option strategies.

Carlo Corvaja is a financial advisor with Empower Advisory Group in Vero Beach, FL, holding Series 63 and Series 66 credentials and 27 years of industry experience. His career includes roles at Bank of America, Merrill, Wells Fargo, New York Life Insurance Company, and Planner Securities. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management integrated with Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and supports a large participant base with a higher client-to-advisor ratio.

John Edgar Jr. is a financial advisor at Creative Planning with 15 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior experience includes roles at Truewealth, LLC and Windham Brannon Personal Planning Services, PC, CPA. 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a suite of retirement plan services.

Joseph Romei is an investment advisor representative with NewEdge Advisors and holds Series 63 and Series 65 credentials. He has 29 years of industry experience and has also been the owner of Joseph J. Romei CPA, LLC since 1972. Prior to joining NewEdge Advisors, he was affiliated with Wayne Wealth Management and NEXT Financial Group. In addition to his advisory work, Mr. Romei prepares and files taxes for clients through his CPA firm. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisor representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing centralized due diligence, technology tools, and a variety of program structures that combine in-house and third-party manager strategies.

William Murphy is a CFP® professional with 32 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has worked extensively with Park Avenue Securities and Guardian Life Insurance since 2006. In addition to his advisory role, Murphy is involved in insurance sales and holds property and casualty insurance licenses, occasionally referring business and sharing commissions. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across various account types.

Clifford Faintych is a CFP® and ChFC® with 21 years of industry experience. He is currently with United Planners' Financial Services of America, where he has worked since 2025, following nine years at Commonwealth Financial Network. United Planners Financial Services is a national wealth-management enterprise serving a broad client base, including individuals, retirement plans, corporations, and institutional clients. The firm employs a mix of custodians and third-party managers to implement strategies and is notable for its limited-partnership ownership structure and formalized advisor transition support.