Brian Jones is a financial advisor with PNC Wealth Management in Wellington, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with PNC Investments since 2013. Outside of his advisory role, he has ownership in a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses algorithmic risk assessment and invests via approved model strategies with mutual funds and ETFs.

Jeffrey Brudner is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Commonwealth and Capitol Financial Advisors since 2005. Outside of advising, he spends time on tax preparation activities unrelated to investments. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, compliance, and investment management services.

Robert Eberst Jr. is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 63 designation and 30 years of industry experience. He has been with Independent Advisor Alliance since 2014 and also has a concurrent affiliation with LPL Financial since 2009. Outside of his advisory work, he serves on the board of the Jimmy Johnson National Billfish Championship, a nonprofit organization. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm uses both discretionary and non-discretionary portfolio management strategies and leverages technology platforms to enhance planning and asset aggregation.

Patricia Selin is a CFP® with 38 years of industry experience, currently advising clients at Janney Montgomery Scott. She previously spent 10 years at Morgan Stanley Private Bank, National Association. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Daniel Valente is a financial advisor with Janney Montgomery Scott, holding Series 66 and Series 63 licenses and 13 years of industry experience. His prior experience includes roles at Raymond James & Associates, Morgan Stanley, and UBS Financial Services. Janney Montgomery Scott LLC is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Wesley Hogue is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at T. Rowe Price for nine years and has been involved with Exit Realty as a real estate agent for ten years. Outside of financial services, he assists clients in buying, selling, or renting homes primarily during evenings and weekends. Empower Advisory Group provides financial planning and investment management services mainly to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns and clients’ savings rates.

Richard Weeks IV is a financial advisor at Hightower Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Hightower Advisors and Hightower Securities, LLC since 2011. Based in Delray Beach, FL, he has spent 15 years with the Hightower organizations. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers supported by proprietary research and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Mark Eskin is a financial advisor with Janney Montgomery Scott in Boynton Beach, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Janney Montgomery Scott since 1999. Eskin serves on the investment committee at Thomas Jefferson University and volunteers on the Collectors' Advisory Board for Swiss watch brand Universal Geneve. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, advisory programs, and centralized asset management through in-house and third-party managers.

Andrew Frattaroli is a financial advisor with Wealthspire Advisors, holding a Series 66 designation and three years of industry experience. He has been with Wealthspire Advisors since 2022 and previously worked at Equitable Advisors. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework combining mutual funds, ETFs, private investments, and separate account managers, with ongoing client customization and oversight.

Edward Grimpe is a financial advisor at Kestra Advisory with 29 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, B. Riley Wealth Management, and BB&T Securities. Outside his advisory work, he is involved in yacht sales and is a partner in Blackpoint Capital, LLC, which provides advance legal funding services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm provides fiduciary services, plan design and compliance testing, employee education, and access to multiple management platforms and third-party solutions.

Adam Sherman is a CFP® and ChFC® with 40 years of experience, currently with Hornor, Townsend & Kent, LLC since 2016. He also has a decade of tenure at Penn Mutual Life Insurance Company. Sherman is active outside of advisory work as an adjunct faculty member teaching finance at Florida Atlantic University and serves on the boards of Green Valley Country Club and Philadelphia Youth Basketball. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services with a platform that includes third-party asset manager relationships and both discretionary and non-discretionary account options.

Frank Marzano is a CFP® with five years of industry experience, currently serving at Wealthspire Advisors in Boca Raton, FL. He has been with Wealthspire Advisors since 2006, totaling 20 years with the firm. Outside of his advisory role, he is the Team Principal for Hy Flyers GC, a golf team affiliated with the LIV Golf League, where he manages business oversight and daily operations. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework implemented through a diversified mix of investment vehicles and offers a range of wealth management and financial planning services tailored to client needs.

Thomas Suckow is an advisor with Oppenheimer, holding a Series 66 designation. He has been with Oppenheimer & Co. Inc. since 2024 and has prior experience in educational roles at Lynn University and Saint Dominic Academy. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs varied investment approaches tailored to specific programs and advisors, managing assets both on a discretionary and non-discretionary basis.

Craig Sullivan is a financial advisor at Farther with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Farther since 2025, having previously operated Sullivan Investments Group since 2008. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach, using bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

Kenneth Green is a financial advisor at Oppenheimer with 24 years of industry experience. He has held his current position at Oppenheimer since 2016. He holds a Series 63 designation. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Joseph Pardi Jr. is a financial advisor at Janney Montgomery Scott with 52 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2024. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a variety of brokerage, financial planning, and advisory services.

Saadia Sindhu is a financial advisor at Equity Services, Inc. with 10 years of industry experience. She holds a Series 66 credential and has worked at several firms including National Life Group, Contemporary Financial Planning, and Lakeview Capital Partners. Additionally, she is involved in insurance sales, managing clients and meeting prospective clients. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, and charitable organizations. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Donald Balderson is a financial advisor with Transamerica Financial Advisors, holding a Series 65 credential and nine years of industry experience. He has been with Transamerica Financial Advisors since 2016 and has worked with the Transamerica Agency Network since 1996, serving as a Regional Vice President overseeing an insurance sales team. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes a network of advisors and multiple program platforms, implementing advisory models primarily through model portfolios and third-party managers.

Alan Bernstein is a financial advisor at Centaurus Financial, Inc. with 24 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked in various roles including tax preparation and coaching through his involvement with the CT Institute of Finance and Sound Coaching Inc. Prior to joining Centaurus Financial in 2017, he was with American Portfolios Financial Services, Inc. from 2011 to 2017. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of advisory and brokerage services with a focus on financial planning, portfolio management, and retirement-plan consulting, employing both discretionary and non-discretionary investment approaches.

Charles Weldon is a financial advisor with Independent Financial Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has worked at firms including Cetera Advisor Networks LLC and Girard Securities, Inc. Outside of his advisory role, he serves as a board member for the Buena Vista Homeowners Association. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets.