Cameron Kolwich is a financial advisor at Mariner with a Series 65 designation and no prior industry experience. Before joining Mariner, he served in the U.S. Army with the 7th Special Forces Group and held positions at the U.S. Army John F. Kennedy Special Warfare Center and School and the 198th Infantry Brigade. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized, discretionary portfolios combining in-house research with third-party managers and provides integrated tax and administrative CFO services uncommon among large advisory enterprises.

Wayne Rogers is a financial advisor at &Partners with 21 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &Partners serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and ERISA consulting services using a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

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.

Shane Dohrer is a financial advisor with NewEdge Advisors and holds a Series 66 designation. He joined NewEdge Advisors in 2026 after working at NewEdge Securities LLC since 2025. Prior to entering the financial industry, he worked for Northwest Florida State College and the Okaloosa County School District. NewEdge Advisors is an enterprise-scale registered investment adviser that serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services and employs multiple program structures combining in-house and third-party manager solutions, with a focus on centralized due diligence and technology integration.

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.

Roger Hobby is a financial advisor at Empower Advisory Group with 35 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors for over a decade. Outside of his advisory role, he serves as the sole trustee for the Scott Family Trusts. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

James Luttrell Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 41 years of industry experience. He has been with Benjamin F. Edwards & Co since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, utilizing multiple portfolio strategies monitored by an Investment Strategy Committee.

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" as part of the Troy State Lifelong Learning program and has a majority ownership in a food distribution and sales business. Benjamin F. Edwards & Company, Inc. serves a varied client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment strategies through discretionary and non-discretionary wrap programs and provides integrated custody, trading, and advisory services supported by an Investment Strategy Committee.

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., holding Series 66 and Series 63 licenses and four years of industry experience. Her work history includes positions at JPMorgan Securities LLC, Wells Fargo Advisors, Regions Bank, and Mutual of America. She also operates H Pack Pet Services, a business she has managed for six years. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management, utilizing strategies managed internally and by third parties across multiple asset classes.

Lindsey Peters is a financial advisor at NewEdge Advisors with 18 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch for 19 years before joining NewEdge in 2025. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm provides a broad range of portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing a combination of in-house and third-party strategies supported by technology and centralized due diligence.

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 with Prime Capital Financial in Destin, FL, holding a Series 66 designation and seven years of industry experience. He has worked with several firms including Cherry Wealth Advisors and Edward Jones. In addition to his advisory role, he is involved with Burns Estate Planning, where he is also engaged in insurance sales and services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, retirement plan services, and family office offerings, utilizing various investment strategies and maintaining an affiliated tax advisory subsidiary.

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.

Christopher Ogle is a financial advisor at Benjamin F. Edwards & Company, Inc. with 25 years of industry experience. He has been with Benjamin F. Edwards since 2021, following a combined 12 years at Wells Fargo Clearing and Wells Fargo Advisors. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment management services, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Rebecca Allen is a financial advisor at Mariner with Series 65 and Series 66 licenses and one year of industry experience. She previously served in the United States Air Force and Air Force Reserve for a total of ten years. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and access to third-party managers. The firm offers discretionary, customized portfolios supported by in-house research and third-party platforms, along with integrated tax services and administrative family office capabilities.

Matthew Dahlman is a financial advisor with Benjamin F. Edwards & Company, Inc. in Destin, Florida. He holds a Series 66 designation and has 15 years of industry experience, including 13 years with Benjamin F. Edwards. Outside of his advisory role, he serves as Treasurer of the Destin Little League, a youth baseball organization. Benjamin F. Edwards & Company is a large, SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, employing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.