Jason Bourgo is a CFP® with 24 years of experience in financial services and is currently with Steward Partners Investment Advisory, LLC. His prior experience includes roles at Lincoln Investment LLC and Ameriprise Financial Services, Inc. Outside of advisory work, he co-owns NEK LLC, a business involved in rental real estate where he coordinates financial operations. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Daniel Kurylas is a Series 66-registered financial advisor with nine years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent five years at The Ayco Company, L.P./Mercer Allied. He is based in West Palm Beach, FL. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients. The firm offers financial planning and portfolio management with tailored strategies supported by internal investment research, third-party analytics, and comprehensive service programs across multiple platforms.

Kent Justice is a financial advisor with Money Concepts Capital Corp in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Money Concepts since 2014 and also works as a news anchor and reporter for WJXT-TV in Jacksonville, a role he has held since 2010. Additionally, he operates Justice Communication as a self-employed business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across 14,700 clients through a mix of model portfolios, advisor-designed portfolios, and third-party sub-advisers, employing fundamental and technical analysis alongside modern portfolio theory.

Douglas Demay is a CFA® charterholder with 20 years of industry experience, currently affiliated with Equity Services, Inc. He has worked at both National Life Group and Equity Services, Inc. since 2006. In addition to his advisory role, he is also licensed as an insurance agent. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often using third-party managers and model portfolios, and combines long-term investment strategies with options for shorter-term trading.

Michael Holahan is a financial advisor with Oppenheimer in North Palm Beach, FL. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at VP Distributors LLC, Virtus Investment Partners, and Fidelity Investments. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and services, including asset management, financial planning, and retirement consulting, delivered through both discretionary and non-discretionary accounts.

Brian Worgan is a financial advisor at Mariner with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at BNY Mellon, LPL Financial, SunTrust Bank, TD Private Client Wealth, PNC Capital Advisors, Wells Fargo Clearing, and Citigroup Global Markets. Mariner serves a broad range of clients, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm utilizes discretionary, customized portfolios overseen by an Investment Committee and combines in-house research with third-party managers, while also providing integrated tax, accounting, and financial wellness services uncommon in large advisory enterprises.

Thomas Lavery is a financial advisor at Lincoln Investment with 14 years of industry experience. He holds the Series 66 designation and has worked at Lincoln Investment since 2017, following eight years at Legend Advisory Corporation. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including a long history with educators and 403(b) and 457(b) programs. The firm combines advisor-led consulting with strategic model portfolios developed by an in-house Investment Management & Research team and offers a range of financial planning and portfolio management solutions.

Daniel Rey is a financial advisor with GWN Securities Inc. based in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He operates his own businesses, including Ingennuity, LLC, and has entrepreneurial roles in insurance sales, tax preparation, fixed insurance marketing, and marketing strategy development. He is also a contributing author for Kiplinger Magazine and assists referrals from the Ramsey Solutions SmartVestor Program with retirement and investment planning. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Taylor Kollen is a financial advisor at GWN Securities Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWN Securities since 2017, following three years at VOYA Financial Advisors. Outside of his advisory role, Kollen is involved as COO of Cyber Shield Technologies, overseeing business operations. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning. The firm employs both affiliated and unaffiliated sub-advisers using portfolio strategies based on asset allocation, Modern Portfolio Theory, and tactical market-timing approaches.

Diana Rudwilleit is a financial advisor at Oppenheimer with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2015. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Peter Cahill is a financial advisor at &Partners with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services LLC and Columbia Management Investment Distributors Inc. He is based in West Palm Beach, FL. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis through both discretionary and non-discretionary accounts.

Frank Fiore is a Chartered Financial Consultant (ChFC®) with 40 years of industry experience. He has worked at Truist Advisory Services since 2021 and previously held positions at Ameriprise Financial Services and Osaic FA, Inc. His current location is Palm Beach Gardens, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Miraj Patel is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Bank of America, Merrill, and National Securities Corp. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees, combining large institutional scale with specialized market roles.

Richard Le Pore is a financial advisor with GWN Securities Inc. based in Palm Beach Gardens, FL, holding a Series 66 designation and 19 years of industry experience. His prior firms include Evershore Financial Group, Minnesota Life, Securian Financial Services, MassMutual Life Insurance, and Signator Investors. He is also active as a licensed insurance agent specializing in life, health, and annuity products. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager introductions. The firm combines model-based portfolio allocations with tactical strategies such as market-timing and momentum approaches across its branded programs.

Frank Barrella is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Sigma Planning Corporation and Sigma Financial Corporation since 2016. Barrella is also the president and owner of Franklin Capital Management, where he focuses on investment and insurance planning. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice primarily through Fidelity custodial accounts.

Lorraine Rocamboli is a financial advisor at Lincoln Investment with Series 63 and Series 65 licenses and 43 years of industry experience. She has worked at Lincoln Investment since 2017 and previously spent over three decades with Legend Equities Corporation and Legend Advisory Corporation. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.

Brennan Schofield is a financial advisor with Money Concepts Capital Corp in Palm Beach Gardens, FL. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Money Concepts Capital Corp, he worked at Lido Beach Resort and was a student for nine years. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm uses model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and advanced platform technology.

Barry Falk is a financial advisor at Janney Montgomery Scott with 47 years of industry experience. He has been with Janney Montgomery Scott since 2002 and holds Series 63 and Series 65 designations. The firm manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients. Janney offers brokerage services, financial planning, consulting, and multiple advisory programs through a combination of in-house portfolio management and third-party managers.

Anthony Uvari is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Wells Fargo Bank, PurePoint Financial, and J.P. Morgan Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its services.

Caleb Barr is a financial advisor at Mariner with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Mariner, he served in the U.S. Army National Guard and has held roles in insurance and other sectors. Outside of advising, he is the president of MD Nutrition & Wellness LLC, a health and fitness business that creates customized nutrition and fitness plans for clients. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an Investment Committee and internal research, with additional access to third-party managers and specialized strategies across multiple asset classes.