Sean Mest is a financial advisor at Good Life Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Guardian Life Insurance Company, Park Avenue Securities, and Key Investment Services. He provides administrative support to Good Life Advisors, an independent registered investment advisory firm. Good Life Advisors is a large registered investment adviser with around 95 advisors and approximately $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations through customized portfolio management, comprehensive financial planning, retirement consulting, and access to third-party asset managers and advisory programs.

Jeremiah Locascio is a financial advisor at Good Life Advisors, LLC with 14 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Cadaret, Grant & Co., Inc. and Adams & Associates. Outside of his advisory work, Locascio owns Wireframe Websites, a business providing web design, programming, and 3D printing services. Good Life Advisors offers investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a team approach and multiple methods of analysis to provide tailored advice and access to a range of programmatic investment solutions.

Zachary Inklebarger is a financial advisor at Good Life Advisors, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial LLC, BNY Mellon Securities Corporation, and Charles Schwab & Co., Inc. Prior to his financial services career, he worked at Bray Ace Hardware for four years. Good Life Advisors is a multi-team registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers through a tailored investment approach combining fundamental, technical, and cyclical analysis.

Michael Rama is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2014 to 2026. Outside of his advisory work, he has ownership interests in raw land in the Republic of Panama. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through specialized strategies and maintains active brokerage and product-distribution activities beyond standard advisory services.

Lisa Strohm is a CFP® with 20 years of industry experience, currently serving as an advisor at Good Life Advisors, LLC since 2015. She is also the sole member of Athena Network, a group focused on networking and advising women on financial matters. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a team approach and multiple analysis methods to tailor advice and offers a range of programmatic investment solutions alongside educational seminars and ongoing planning subscriptions.

Conor Delaney is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been associated with LPL Financial since 2012 and founded Good Life Advisors, LLC, where he has been active since 2014. Outside of advisory services, he manages a cafe business, Good Life Organics. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that provides model portfolios and various investment strategies, allowing advisors flexibility in meeting client needs.

Scott Keiber is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Level Four Advisory Services since 2021 and has a background that includes ownership of a virtual receptionist and virtual office business, as well as involvement with a nonprofit hospice foundation as Chair Emeritus. Keiber also operates a tax preparation service and facilitates structured settlement purchases through affiliated entities. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, implementing client mandates through model portfolios, wrap platforms, and unaffiliated sub-advisors.

David Wagner is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has worked with Portfolio Medics since 2022 and has provided investment signals to other registered investment advisors through Active Investment Management, LLC since 2016. In this role, he dedicates significant time to delivering market signals without conflicts of interest. Portfolio Medics serves primarily individual and high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolio management and financial planning, combining fundamental, technical, and cyclical analysis, and utilizes a variety of investment strategies aligned with client objectives and risk tolerance.

Michele Dura is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Michele's career includes long tenure at Charles Schwab from 1995 to 2023, followed by roles at Pershing LLC and LPL Financial before joining Good Life Advisors. Good Life Advisors is a multi-team registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering customized portfolio management, comprehensive financial planning, and retirement plan consulting through a variety of direct and outsourced investment strategies.

Bruce Gentilella is a financial advisor at Calton & Associates, Inc. in Oakland, Florida, with 41 years of industry experience. He holds a Series 66 designation and has worked at Calton & Associates since 2017, following positions at Ameritas Life Insurance Corp and Ameritas Investment Corp. In addition to his advisory work, Gentilella serves as Vice President of a local homeowners association focused on community safety. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, fee-based financial planning, and retirement plan consulting. The firm offers both commission-based and fee-based services through multiple program structures, tailoring investment recommendations to client goals and risk tolerance.

Shane Higgins is a CFP® with 13 years of industry experience currently with Apella Wealth in Winter Garden, FL. He previously worked at David Vaughan Investments, LLC, Schwab Wealth Advisory, Inc., Charles Schwab & Co., Inc., and TD Ameritrade Inc. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates advanced technologies to support portfolio customization and tax-sensitive strategies.

Cary Carbonaro is a CFP® and Series 65 licensed advisor with 24 years of industry experience, currently affiliated with Ashton Thomas Private Wealth. Her prior roles include positions at Advisors Capital Management and United Capital Financial Advisers. Outside of advisory work, she is an author and professional speaker through Money Queen LLC, serves on the Cortland College Foundation Board, and is a member of advisory councils for NASDAQ and the CFP Board. Ashton Thomas Private Wealth offers investment advisory and wealth management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm employs a multi-manager approach, utilizing mutual funds, ETFs, independent managers, and sub-advisers, and incorporates strategies such as options and selective cryptocurrency exposure.

Joshua Strange is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Good Life Advisors, LLC since 2018 and previously held roles at LPL Financial and SunTrust Advisory Services. Good Life Advisors provides investment advisory, financial planning, retirement plan consulting, and related services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach with multiple methods of analysis and continuous account supervision to tailor advice and align asset allocation with clients’ objectives and risk tolerances.

Pierce Giancaterino is a financial advisor at Good Life Advisors, LLC, holding Series 63 and Series 65 credentials with two years of industry experience. His work history includes roles at LPL Financial, Ameriprise, and Brinker Capital Inc., as well as employment outside finance at Amazon and PricewaterhouseCoopers. Good Life Advisors is a multi-team registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, comprehensive financial planning, retirement plan consulting, and access to multiple advisory platforms.

Anthony Acevedo is a financial advisor with Good Life Advisors, LLC in Orlando, FL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America and Merrill. Acevedo also operates Acevedo Capital Group, a business entity for tax and investment purposes. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team-based approach with multiple methods of analysis and offers a range of programmatic solutions, educational seminars, and ongoing planning subscriptions.

Julie Kemp is a CFP® professional with 22 years of experience in the financial services industry. She is affiliated with Good Life Advisors, LLC and has held roles at LPL Financial and Financial Planning Advisors. In addition to her advisory work, she is involved in tax preparation and accounting activities. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to tailor advice and offers a range of portfolio management options alongside educational seminars and subscription-based planning services.

Marla Isidro is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She previously worked at Transamerica Financial Advisors, Inc. and World Financial Group. Outside of her advisory role, she owns and operates several businesses related to insurance, healthcare solutions, event support, and document preparation services, including AgencyFi LLC and Amies Corporation. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with a focus on individual investors rather than corporate or charitable clients.

Kelly Connelly is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Good Life Advisors and LPL Financial since 2018 and was previously with Ameriprise Financial Services from 2015 to 2018. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm emphasizes tailored advice supported by independent research and a team approach, offering a range of portfolio management options and educational seminars.

Bob Kawabe is a CFP® with over 32 years of industry experience, currently serving as a financial advisor at ValMark Advisers, Inc. since 2021. His prior experience includes roles at The Wealth Consulting Group and LPL Financial. Outside of investment advisory, he is involved in business planning, consulting, and life coaching through Kawabe & Associates, LLC. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

Stephen Caruso is a financial advisor at Brookwood Investment Group with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Belpointe Asset Management and Belpointe Insurance. He is also involved with Brookwood Insurance Group, a related insurance agency. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a variety of strategies and maintains multiple affiliated businesses and partner offices.