Matthew Murphy is a CFP® professional with 23 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Murphy Financial, LLC. His prior experience includes roles at Fidelity Investments and Certified Insurance Corp. He is also the owner of Benetas Wealth, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice-management resources while offering discretionary model portfolios and multiple program structures.

Boston Russell is a financial advisor at RBC Rochdale, LLC with the CFA® designation and 13 years of industry experience. He has worked at Rim Securities LLC and Rochdale Investment Management LLC since 2012. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and government entities. The firm employs an active, multi-strategy investment approach that combines quantitative and fundamental analysis, utilizing proprietary tools to tailor portfolios across various asset classes and often collaborating with third-party sub-advisors.

Juan Ibanez is a financial advisor with RBC Rochdale, LLC, holding Series 65 and Series 66 credentials and 19 years of industry experience. He has been with City National Rochdale since 2017, following prior roles at Terra Capital Markets and a brief period outside the industry. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and charitable organizations. The firm employs an active, multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to construct tailored portfolios across a range of asset classes.

Chandler Altman is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds the Series 66 designation and has held prior roles at JP Morgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill. Outside of finance, he is involved in the entertainment industry as a DJ, electronic music producer, and owner of an independent electronic music record label. 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 that combines discretionary and non-discretionary approaches supported by AI-enabled research and extensive inter-affiliate integration.

William Harrison is a financial advisor with AE Wealth Management, LLC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at Madison Avenue Securities and Dragon Financial Services. Outside of advising, he has been involved in insurance sales through Anders & Anders Financial Group, where he serves as an agent. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, employing a combination of fundamental, technical, and cyclical strategies to manage approximately $49.8 billion for over 127,000 clients.

Lanzhen Zhuang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has worked with several organizations, including Elite & CEOs Inc, New CEOs Inc, Heartland Institute of Financial Education, and Wfgia. Zhuang also serves as president of New CEOs Inc and consults for the Heartland Institute of Financial Education. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers through multiple program platforms, managing approximately $1.7 billion in regulatory assets under management.

David Hatfield is a CFP®-certified financial advisor with LPL Financial, based in New Smyrna Beach, FL, and has 30 years of industry experience. He has been associated with LPL Financial and Private Advisor Group, LLC since 2015, providing investment advisory services through these firms. Hatfield also operates Seacoast Wealth Advisors, an independent advisory business. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports advisors with in-house research and a range of investment delivery options, combining large-scale advisory operations with non-advisory product offerings.

Cindy Mayfield is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and 11 years of industry experience. She has been with AE Wealth Management since 2016 and also serves as president of Wealth Management Solutions, LLC, an insurance marketing and sales business she founded in 2007. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical investment approaches to manage approximately $49.8 billion for over 127,000 clients.

Khalid Boyd is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds the Series 63 and Series 65 designations and has worked at Fifth Third Bank NA, Insight Credit Union, and Wells Fargo. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Rayvon Solomon is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He is currently with RBC Rochdale, LLC and has held previous roles at CNR Securities, Ameriprise, Charles Schwab Investment Management, and several other firms. Outside of his advisory work, he owns Wet Jet LLC, a retail business. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors. The firm employs an active, multi-strategy investment approach that integrates quantitative models with fundamental analysis and uses proprietary tools to align portfolios with client investment policies.

Sheldon Brandau is a financial advisor with RBC Rochdale, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Rim Securities LLC and Rochdale Investment Management LLC since 2009. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment approach that integrates quantitative screening, statistical modeling, and fundamental analysis to tailor portfolios using proprietary tools and a broad range of asset classes.

Matthew Reynolds is a financial advisor at Commonwealth Financial Network with Series 65 credentials and one year of industry experience. His prior work history includes roles at Benetas Wealth, BNY Mellon, LA Fitness, and the University of Central Florida. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm offers a variety of managed-account programs, third-party asset manager access, and back-office services, serving individual and institutional clients across the United States.

Sharon Combs is a financial advisor with Eagle Strategies (NY Life) in Deland, FL, holding the ChFC® and Series 63 designations and having 10 years of industry experience. She has been affiliated with Eagle Strategies since 2025 and owns Paradigm Financial & Insurance Services, LLC, which brokers non-registered insurance products. Additionally, she serves as an officer at All Florida Recovery of Central Florida, Inc., an asset recovery business. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Eric Geiger is a CFP® professional at Fifth Third Securities, Inc. with 17 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2020, and previously held roles at SunTrust Advisory Services and SunTrust Bank. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, combining its municipal-advisor registration with its affiliation to Fifth Third Bank.

Teresa Abramson is a financial advisor with Bankers Life Advisory Services, Inc. in Orange City, FL, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Bankers Life Advisory Services, she worked at Piercing Pagoda for ten years. She is involved in several community and professional organizations, including serving as Corresponding Secretary for a philanthropic educational organization supporting scholarships and grants for women, as well as membership in the West Volusia Chambers of Commerce and the National Association of Insurance and Financial Advisors. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, providing discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with client goals and risk tolerances.

Brian Salerno is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He has worked at CNR Securities since 2015. RBC Rochdale, LLC serves a diverse client base including high net worth individuals, corporations, charitable organizations, and governmental entities. The firm employs a multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, offering discretionary and non-discretionary portfolio management as well as sub-advisory and model delivery services.

Michelle Meeks is a CFP® professional with 26 years of industry experience, currently serving at Truist Advisory Services since 2016. She holds the Series 66 designation and is based in Lake Mary, FL. Her career has been centered at Truist, including roles at Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver investment solutions across a wide client base.

Daniel Davis is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Creative Planning since 2013. He holds Series 63 and Series 65 licenses and is based in Debary, Florida. Creative Planning provides comprehensive investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing alongside supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

Beah Del Cid is a financial advisor at AE Wealth Management, LLC with 13 years of industry experience. She holds a Series 65 designation and has previously worked at J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. In addition to her advisory role, she is president of BD Financial Concepts Inc., where she is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm utilizes a platform-centered approach combining multiple model portfolios and offers a range of services such as discretionary asset management, financial planning, and ERISA plan services.

Mark Feldman is a financial advisor with Principal Financial Services based in New Smyrna Beach, FL. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Feldman has operated Mark Feldman Insurance since 2017 and has been with Principal Securities Inc. since 2016. His business activities include offering fixed insurance products such as life, disability, annuities, health, dental, and supplemental insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.