Michael Rankin is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with Integrated Wealth Concepts LLC since 2017 and previously worked at Lincoln Financial Advisors from 2013 to 2017. Rankin also operates a non-variable insurance business. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, utilizing customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach.

Edward Dennis III is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2015. Outside of his advisory role, he is involved with an insurance business separate from Guardian. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charities, and corporate clients, offering brokerage, advisory, and financial planning services. The firm employs a variety of investment strategies through proprietary and third-party managers and provides account-level services such as lending solutions and donor-advised funds.

David Brooks is a CFP® and ChFC® professional with 30 years of industry experience. He has been with First Command Advisory Services since 2015 and has held roles within affiliated entities of First Command since 1996. 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 wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios and third-party manager selections.

Shane Dohrer is a financial advisor with NewEdge Advisors, holding a Series 66 designation and based in Destin, FL. He joined NewEdge Advisors in 2026 and has prior experience working in education at Northwest Florida State College and Okaloosa County School District. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing centralized due diligence, technology tools, and a combination of in-house and third-party investment strategies.

Cecil Redmon II is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has four years of industry experience, including six years of service in the United States Air Force. His career has been focused entirely within various First Command entities since 2022. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to manage portfolios using mutual funds, ETFs, and third-party managers.

James Kersanac is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 23 years of industry experience and has been affiliated with NYLIFE Securities Inc and New York Life Insurance Company since the early 2000s. In addition to his advisory role, he acts as an outside brokering agent for various insurance companies, focusing on non-registered life, health, annuity, disability, accident, and cancer policies. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

James Luttrell Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc. in Destin, Florida, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals—including high-net-worth clients—as well as corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management solutions.

Frank Painter is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with First Command in various capacities since 2002. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to manage discretionary portfolios using model portfolios and approved third-party managers.

Nicholas Barlotta Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 30 years of industry experience. He has been with Benjamin F. Edwards since 2013. Outside of advising, he teaches a course titled "Fundamentals of Investing" at Troy State Lifelong Learning and has a majority ownership in a food distribution and sales business. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of advisory programs, financial planning, and investment management services using both firm-developed and third-party model strategies.

James Renfroe is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. His prior experience includes roles at Marcum Wealth, LPL Financial, Principal Financial Services, and BBVA, among others. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines active and passive management with quantitative, momentum, and fundamental analysis.

Heather Weidenhamer is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds Series 66 and Series 63 credentials and has four years of industry experience. Prior to joining Benjamin F. Edwards, she worked at Regions Bank, Mutual of America, Wells Fargo Advisors, and JPMorgan Securities LLC. Outside of finance, she has been involved with H Pack Pet Services since 2018. Benjamin F. Edwards & Company provides investment advice and related services to a broad client base, including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies and combines financial planning, consulting, and active portfolio management with broker-dealer services and an in-house trading desk.

Lindsey Peters is a financial advisor at NewEdge Advisors with 17 years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch for 19 years before joining NewEdge Advisors in 2025. NewEdge Advisors serves a diverse client base including individuals, trusts and estates, pension plans, corporations, charitable organizations, and insurance companies. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

David Marmolejos is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Verum Partners LLC and The Vanguard Group, Inc. He also has an academic background from Virginia Tech. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an investment committee and internal research, with a notable integration of tax and accounting services uncommon for firms of its size.

Sean Neal is a Series 66-registered financial advisor with Primerica Advisors, based in Miramar Beach, FL, and has two years of industry experience. He has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, Neal serves as Vice President of Birdies and Doubles, assisting with event setup. Park Avenue Securities LLC serves a diverse client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party models and supports various account-level services such as lending solutions and donor-advised funds.

Alex Astin is a financial advisor at Prime Capital Financial with six years of industry experience. He holds a Series 66 credential and has worked at firms including Burns Estate Planning and Cherry Wealth Advisors. In addition to his advisory role, Astin is an insurance agent involved with Burns Estate Planning. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, employing various investment strategies and tax-efficient solutions.

David Stone is a financial advisor with Commonwealth Financial Network, holding CFP® and multiple securities licenses, and has 35 years of industry experience. He has previously worked at Tartan Wealth Management LLC and Beacon Financial Advisory LLC. In addition to his advisory work, he co-owns several tax preparation and accounting service entities, including Tartan Tax and PTG Tax & Accounting Holdings LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm provides a broad support platform offering discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jeffrey Lewis is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. Prior to joining Kestra, he worked at Centaurus Financial, Inc. and has experience in the hospitality sector with Tropicana Las Vegas and MGM Resorts International. Outside of his advisory role, he serves as a hockey official. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a mix of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving a range of clients including large institutional investors.

Jeffrey Johnson is a CFP®-certified financial advisor with Private Advisor Group, LLC and LPL Financial, holding his Series 63 license. He has been active in the financial industry since 2025 and concurrently works for Delta Air Lines. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers, turnkey asset management platforms, and a proprietary separately managed account program.

Gustavo Corte is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and has a background as a Master Sergeant in the US Air Force, where he served for 22 years. Outside of his advisory role, Gustavo owns and operates a seasonal Christmas light installation business. 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, delivering investment management through a centralized team that selects and monitors portfolios using a platform-based approach.

Christopher Ogle is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and 25 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2009 to 2021. Outside of his advisory role, he has sole ownership of a rental property in Santa Rosa Beach, Florida. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies with ongoing portfolio oversight.