Sean Facey is a financial advisor at Independent Wealth Network, Inc. with four years of industry experience. He holds the Series 66 designation and has previously worked at firms including Fisher Investments, Edward Jones, and Transamerica Financial Advisors. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm’s investment adviser representatives oversee approximately $518 million in client assets and utilize a range of portfolio strategies, including discretionary management and third-party models.

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 five years of industry experience. He holds Series 63 and Series 66 licenses and 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 Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs on the Fidelity Managed Account Xchange platform.

Stewart Massey is a financial advisor at Cary Street Partners with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Massey Quick Wealth Solutions and Innodata. Massey also operates Stewart Massey Consulting LLC. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies through its affiliated asset manager, with particular expertise serving state and municipal government entities and insurance company clients.

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, holding a Series 63 designation and 27 years of industry experience. His prior experience includes 24 years at VALIC Financial Advisors. He is also the founder of One Overvue, a financial planning firm offering securities and investment advisory services. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates a multi-team structure and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolios with ongoing monitoring, including options for tax management and socially responsible investing.

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.

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 and has worked at firms including Scottrade, Inc., LPL Financial, and Chase Investment Services Corp. Prior to joining CORDA in 2019, he spent time in consulting and real estate investments. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for around 1,359 clients. The firm offers discretionary portfolio management and integrated financial planning for individuals, including high-net-worth clients, as well as 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 with Wealth Watch Advisors, Inc. in Vero Beach, FL, holding Series 63 and Series 65 credentials and 18 years of industry experience. His previous roles include positions at Pollock Advisory Group, Inc. and Wealth Advocate Investment Group. Outside of advisory duties, he serves as an insurance company agent and refers clients to specialists for non-traditional investments and tax-related services. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm employs a range of investment strategies vetted by its Investment Committee and offers services including portfolio management through third-party model managers, financial planning, and access to approved alternative private placements for accredited investors.

Carlo Corvaja is a financial advisor with Empower Advisory Group in Vero Beach, FL, holding Series 63 and Series 66 licenses and over 28 years of industry experience. His prior work includes roles at Bank of America, Merrill, Wells Fargo, New York Life Insurance Company, and Planner Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm utilizes an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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 a financial advisor at NewEdge Advisors with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Wayne Wealth Management Inc and NEXT Financial Group, Inc. Outside of advisory work, he owns Joseph J. Romei CPA LLC, where he prepares and files taxes for clients. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm provides a broad range of services, including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs through a network of independent advisers.

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.

Angeline Newman is a financial advisor with Rockefeller Financial LLC and holds Series 63 and Series 65 licenses. She has 40 years of industry experience, including 12 years at UBS Financial Services Inc. and began her current roles in 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer that offers placement and investment banking services.

George Syme is a financial advisor with Independent Financial Partners who holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has been affiliated with Independent Financial Partners since 2013, including time at IFP Securities and previously at LPL Financial. Outside of his advisory role, Syme serves as Foundation Chair and board member for Rotary eClub One, an online chapter of a global charitable organization, and provides voice-over services as a consultant. Independent Financial Partners is a nationwide enterprise offering investment advisory, financial planning, trust, and retirement-plan services through a decentralized multi-advisor platform. The firm supports a broad client base including individuals, charitable organizations, corporations, and high-net-worth clients, and stands out for its formal retirement-plan advisory capabilities and partnerships for trustee services.