Christopher Glading is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked in various roles including as a licensed insurance agent and in youth leadership positions within community organizations. His prior work includes engagements with AmeriLife and managing his own advisory firm, Chris Glading Financial Services, LLC. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and various affiliated and proprietary investment products.

William Pembroke is a financial advisor with Cetera Planning Partners in Port St. Lucie, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles with multiple Cetera entities and Avantax Planning Partners, as well as ownership of a CPA practice since 1991. He serves as Treasurer for a commercial condominium association, where he handles tax filings. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s approach emphasizes diversified allocations aligned with client objectives and risk tolerance and integrates tax planning, estate services, and other offerings through a broad network of affiliated resources.

Bryan Maestre is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works directly with clients to develop strategies tailored to their short-, mid-, and long-term financial goals. He provides ongoing advice and guidance to support clients as their needs evolve. Bryan also connects clients with specialists in banking, credit, home financing, and small business solutions through Bank of America. Bryan's expertise centers on personal investing and financial planning, informed by his role as a Merrill Financial Solutions Advisor and his Professional Investment Advisor (PIA) designation. He leverages the global investing resources of Merrill and the banking convenience offered by Bank of America to assist clients in pursuing their financial objectives. He holds a Bachelor's Degree from Universidad Autonoma del Caribe and is bilingual in Spanish and English.

Gregory Mathey is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2015. 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 employs a combination of discretionary and non-discretionary strategies, supported by third-party platform partnerships and AI-enabled research tools.

Christopher Knight is a CFP® with 27 years of industry experience, currently affiliated with Private Advisor Group, LLC and LPL Financial. He has worked at LPL Financial since 2007 and has been with Private Advisor Group since 2012. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to managed account solutions including proprietary and third-party programs. The firm follows a fiduciary-based advisory model and employs a range of investment strategies, often implementing advice through third-party managers and technology platforms.

James Jessup is a financial advisor with Empower Advisory Group in Port St. Lucie, FL, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Northwestern Mutual and Empower Financial Services, and he also operates a home-based weekend bakery under Florida’s cottage food law called Pie Guys Bakery. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders, using an integrated service model connected to Empower’s recordkeeping and administrative platforms.

Charles Morales is a Series 66-registered financial advisor with 17 years of industry experience. He has worked at PNC Investments since 2016 and spent time at J.P. Morgan Securities from 2014 to 2015. Morales is based in Fort Pierce, Florida. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and invests primarily in mutual funds and ETFs with annual rebalancing.

Brandon Buccieri is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 designation and five years of industry experience. He has been with Bankers Life & Casualty since 2015. Buccieri also works as an insurance agent with Bankers Life & Casualty. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, ongoing investment management, and uses a combination of fundamental, technical, and cyclical analysis in its investment approach.

Keith Foley is a financial advisor at PNC Wealth Management with 34 years of industry experience. He has been with PNC Investments since 2012 and holds the Series 63 and Series 65 designations. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third parties.

Barry Marsolais is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp since 2014. He holds the Series 63 designation and is based in Port St. Lucie, FL. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, employing fundamental and technical analysis alongside modern portfolio theory.

Tiffany Lindo is a financial advisor at SPC with Series 63 and Series 65 credentials and two years of industry experience. She has worked at several firms including Money Concepts Capital Corp and Midflorida Credit Union. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm operates a large advisory network and offers tailored, discretionary investment advice through various account programs, maintaining key relationships with Fidelity and other third-party providers.

Susan Green is a financial advisor with Eagle Strategies (New York Life) based in Ft. Pierce, FL. She holds Series 63, 65, and 66 designations and has 40 years of industry experience. Susan has been with Eagle Strategies since 2018 and has also worked with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations to meet client objectives and plan sponsor requirements.

Alan Rose is a financial advisor with Wells Fargo Clearing in Port St. Lucie, FL, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent time at Morgan Stanley in 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from internal and third-party sources to guide investment decisions.

Robert Bryan is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 43 years of industry experience. He has worked at Prudential Insurance Company of America since 1973 and transitioned to LPL Enterprise in 2024. LPL Enterprise provides advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and various entities through a large network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers services including financial planning, third-party asset manager access, and participation in wrap programs.

Lori Wolfe Lazorik is a Series 66-licensed financial advisor with UBS Financial Services in Fort Pierce, Florida, where she has worked since 2004. She has 22 years of industry experience. Outside of her advisory role, she is involved with a Women’s Networking Group in Vero Beach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides tailored financial planning and portfolio management supported by proprietary research and capital market assumptions.

Michael Ferrara II is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Tradition Securities and Derivatives LLC and Morgan Stanley & Co. LLC. Prior to his advisory career, he spent several years in construction-related roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by a large network of advisors and advanced operational tools.

Michael Caracciolo is a Series 66-licensed financial advisor with Equitable Advisors in Port St Lucie, FL, and has eight years of industry experience. His prior work includes roles at Axa Advisors, LLC and Quintiles. Outside of his advisory work, he coaches youth soccer competitively. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through various programs and third-party managers.

Eileen Blackburn is a financial advisor with LPL Financial in Port St Lucie, FL, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. She has been with LPL Financial since 2010 and previously worked at M&T Securities, Inc. and Uvest Financial Services Group, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of advisors, utilizing various portfolio strategies and technology tools, and manages over $819 billion in discretionary assets.

Brandon Chavez is a financial advisor with J.P. Morgan Securities in Port St. Lucie, FL, holding Series 66 and Series 63 credentials and five years of industry experience. He has worked at J.P. Morgan Securities since 2021 and with JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence combining quantitative and qualitative research, with recommendations that may incorporate an ESG eligibility framework.

Brian Biehn is a CFP® with 26 years of industry experience, currently serving at Fidelity Investments. His career includes roles at Fidelity Personal and Workplace Advisors, FIDELITY Brokerage Services LLC, Chase Investment Services Corp., and Fidelity. He also teaches CFP courses as a sole proprietor. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive roles in advisory services and model portfolio delivery.