Jacob Miller is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with First Command Insurance Services and Brokerage Services. Miller’s background includes service in the United States Army from 2016 to 2020 and academic roles at Eastern Florida State College and AMU/APUS. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to select and manage model portfolios using a range of mutual funds, ETFs, and third-party managers.

Dorothy Bourlier is a CFP® professional with 10 years of experience in wealth management. She currently works at Focus Partners Wealth, LLC and has previously been with The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Baldwin & Associates. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, focusing on long-term, tax- and fee-sensitive portfolio construction.

Kameron Snow is a financial advisor with First Command Advisory Services and holds the Series 63 and Series 65 licenses. He has one year of industry experience and prior work history includes roles with MTR Ventures LLC and Smart Home Pros INC. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and monitor portfolios from a prescreened list of managers and funds.

Stephen Young is a financial advisor at Kestra Advisory with 19 years of industry experience. He holds the Series 66 designation and has previously worked at firms including ProEquities, Inc., Ameriprise, and UBS Financial Services. Outside of his work at Kestra, he provides financial planning and insurance services through a separate business, Security Financial Management. Kestra Advisory Services offers investment advisory and retirement plan consulting to a wide range of institutional and individual clients. The firm supports fiduciary services, utilizes multiple management platforms, and serves large institutional investors including sovereign wealth funds.

Jamie Mackenzie is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Truist Advisory Services since 2016 and Truist Investment Services since 2015. Outside of his advisory role, Mackenzie owns a life coaching business and operates multiple online retail ventures, including photography sales and an Amazon influencer website. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, participant advice, and a manager‑selection program implemented through a combination of discretionary and non‑discretionary strategies supported by third‑party platforms and research.

Donald Chamberlin Jr. is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He is also the owner of The Chamberlin Group, through which he provides income tax planning, tax strategies, business consulting, and other professional services. Chamberlin serves as St. Louis Chapter President and instructor for the American Financial Education Alliance, a nonprofit focused on financial literacy education, and is a committee member for the National Memorial for Military Ascent. Foundations Investment Advisors, LLC offers financial planning and portfolio management to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm employs a tailored investment approach combining fundamental, technical, and cyclical analysis, utilizing model portfolios and third-party sub-advisers.

Thomas Dinardo is a financial advisor at Truist Advisory Services in Melbourne, Florida, holding Series 63 and Series 65 licenses with two years of industry experience. He previously worked at JPMorgan Chase for eight years and spent time with Thrivent Financial before joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches along with AI-enhanced research tools and integrated inter-affiliate services.

Michael Allen is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Kestra Advisory, having joined in 2022 after 24 years at Concourse Financial Group Securities Inc. He serves as a committee member on the finance committee for the Down Syndrome Association of Brevard. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages a broad range of client types, including large institutional investors and sovereign wealth funds.

Matthew Dickson is a financial advisor at Savant Wealth Management in Satellite Beach, FL, holding a Series 65 credential with two years of industry experience. His prior work includes positions at The ETF Store, Inc., and service in the U.S. Marine Corps. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, charitable organizations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Daniel La Forest is a financial advisor with Kestra Advisory in Melbourne, FL, holding a Series 66 license and 17 years of industry experience. His prior work includes roles at ProEquities, NEXT Financial Group, and Smathers Financial Group. Outside of his advisory work, he co-founded the Tuskawilla Tussle Scholarship Fund, which supports local high school students excelling academically and athletically, and is involved as a co-owner and show host of Varsity Sports Network LLC, focused on high school sports broadcasting. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds and other large institutional investors.

Daniel Rendon is a Series 66 licensed financial advisor with five years of industry experience. He has been with First Command Advisory Services since 2022 and has prior work experience at Caliburn, Towne Park, UCF, and EFSC. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to oversee portfolio construction and management.

Donald Chamberlin III is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Foundations Investment Advisors LLC since 2025. Prior to this, he worked for 14 years at C2P Capital Advisory Group, LLC dba Prosperity Capital Advisors, and has operated The Chamberlin Group as an advisory business since 2003. He also serves as a board member and trustee for the Catlin Tract Homeowners Association. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis to manage portfolios and uses model portfolios with an asymmetric rebalancing approach through a broad network of affiliated offices.

Jerald Rubin is a CFP® and ChFC® with 39 years of industry experience. He has worked at Commonwealth Financial Network since 2016 and previously operated JG Rubin Financial Services from 1993 to 2015. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Maria Sulick is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Savant Wealth Management since 2024 and previously held roles at FirstWave Financial, Woodbury Financial Services, and Schneider Financial Group. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blended investment approach combining evidence-based asset allocation with actively managed strategies, supported by integrated accounting, legal, and trust services.

Daniel Friedlander is a CFP® with 32 years of industry experience, currently with United Planners' Financial Services of America, where he has worked since 2009. He has maintained his own practice under his name since 1988. Outside of financial advising, he provides divorce planning and tax preparation services. United Planners Financial Services is a national wealth-management enterprise serving a broad client base, including individuals, retirement plans, corporations, and estates. The firm operates through independent Investment Adviser Representatives and employs a combination of custodians, third-party managers, and platform programs to deliver advisory and brokerage services.

Jordan Grimm is a financial advisor with Empower Advisory Group in Cocoa Beach, FL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Empower Financial Services since 2016 and joined Empower Advisory Group in 2026. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Justin Connors is a financial advisor with Independent Financial Partners, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has worked at Independent Financial Partners since 2010 and at LPL Financial from 2009 to 2019. Outside of his advisory work, he is involved with the Justin and Corine Connors Foundation, a family foundation that annually donates proceeds to selected charities. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable expertise in retirement-plan advisory and pension consulting.

Patrick Nickerson is a financial advisor with PNC Wealth Management, holding a Series 66 designation and three years of industry experience. His career includes roles at Bank of America, Merrill, and Wells Fargo. Outside of finance, he has been involved with Baseline Tutoring and RonJon Surf School. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist account that uses algorithm-driven risk assessments and managed model strategies executed with mutual funds and ETFs.

Erin Walters is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and bringing 22 years of industry experience. Her career includes roles at Merrill, Morgan Stanley, and Robert Baird & Co. Outside of her advisory work, she occasionally assists with her husband’s fine art business during art shows and festivals. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth clients, offering a range of portfolio management, financial planning, and brokerage services through a Private Advisor model and a consolidated investment platform.

Max Haspel is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Focus Partners since 2018. His prior experience includes roles at Purshe Kaplan Sterling Investments and Blue Water Advisors LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies alongside private funds and third-party managers.