Gregory Pollock is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior roles include long tenures at Merrill and Bank of America. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform, providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services, including access to alternative investments and integrated trust and insurance capabilities.

Mollie Sebak is a CFP® with 10 years of experience in financial advising. She is currently with Farther, where she has worked since 2024. Her prior experience includes positions at Financial Life Focus, LLC, Triad Financial Advisors, Inc., and Modera Wealth Management. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing across a range of asset classes.

Danielle Douglas is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and two years of industry experience. Her prior firms include True Path Financial Design, Imber Wealth Advisors, and Advisory Alpha, LLC. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and offers tailored advice through discretionary or non-discretionary authority and an asymmetric rebalancing approach.

Linda Roberts is a financial advisor at Foundations Investment Advisors LLC with 15 years of industry experience. She holds a Series 65 designation and has worked at several firms including Alphastar Capital Management, Advisory Alpha, and Citizen Advisory Group. Roberts also serves as a licensed insurance agent and Regional Manager for Citizen Advisory Group, focusing on life, health insurance, and annuity sales. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a broad network of affiliated offices and investment adviser representatives. The firm employs a combination of fundamental, technical, and cyclical analysis and uses discretionary authority and model portfolios to tailor investment advice.

Susan Mcnamara Musil is a financial advisor at Brookstone Capital Management LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Brookstone since 2018 and previously at Precision Capital Management. Musil is also a licensed insurance agent with Allianz Life Insurance of the United States, authorized to sell annuities and life insurance in Florida. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Ryan Jotkoff is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Osaic Advisory Services, LLC, where he has worked since 2024, and has previous experience with firms including Triad Advisors, Inc. and Hanlon Investment Management, Inc. Outside of his advisory role, he is a CPA at Jotkoff & Associates, PA, where he prepares tax returns and payroll forms for clients. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement consulting, and related services, utilizing a combination of proprietary and third-party platforms to tailor portfolios to client needs.

Jo Ann La Pan is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has worked at Benjamin F. Edwards since 2013 and previously worked at UBS Financial Services and A. G. Edwards & Sons, Inc. Since 2009, she has served as executor for her father’s estate, performing general banking duties outside trading hours. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of advisory and brokerage services featuring proprietary and third-party investment strategies, including managed solutions combining active and passive approaches.

Jeffrey Seiverth is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds a Series 66 designation and has previously worked with Advised Assets Group, LLC, GWFS Equities, Inc., Bank of America, N.A., and Merrill. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Timothy Sallade is a CFP® and CFA® with 10 years of experience in financial advising. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2026, following a 12-year tenure at Lake Tahoe Wealth Management, Inc. His practice is based in Melbourne, FL. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and emphasizes diversified, risk-class based allocations combining passive and active management supported by an internal Investment Committee.

Max Haspel is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Focus Partners since 2018. His prior experience includes roles at Purshe Kaplan Sterling Investments and Blue Water Advisors LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies alongside private funds and third-party managers.

William Margolis is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 34 years of industry experience, including over 18 years with Park Avenue Securities and Guardian Life. He serves as power of attorney for family members' trusts and personal matters. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Matthew Bourlier is a financial advisor with Focus Partners Wealth, LLC based in Indian Harbour Beach, FL. He holds a Series 65 designation and has three years of industry experience. Prior to joining Focus Partners, he worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Kevin Smith is a CFP® professional with 17 years of industry experience. He has been with Wealthspire Advisors since 2018 and previously worked at Pagnatokarp Partners, LLC. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with around 220 advisors and nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation approach and providing wealth management, financial planning, and retirement-plan consulting services.

Michael Adams is a financial advisor at Brookstone Capital Management LLC, holding a Series 65 designation with one year of industry experience. He has worked at Amerilife and Health Services since 1994. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, trusts, and business entities. The firm employs strategic and dynamic asset allocation models and offers discretionary portfolio management through its turnkey asset management platform and wrap-fee program.

Krist Hammargren is a financial advisor with PNC Wealth Management in Sebastian, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Regions Bank, Cetera, and INVEST Financial Corp. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account that uses algorithmic risk assessment and invests primarily in mutual funds and ETFs with annual rebalancing.

Elizabeth Riley is a financial advisor with Lincoln Investment who holds Series 63 and Series 65 licenses and has 22 years of industry experience. She has worked at Hendershot Financial Group and Lincoln Investment Planning, Inc. since 2004. Riley serves as Secretary on the board of Walk the Walk Inc, a not-for-profit charitable organization focused on educational and charitable giving. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer firm serving a broad client base that includes 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.

Justin Robertson is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 25 years of industry experience, including roles at Bank of America, Merrill, and BB&T. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and manager-selection programs, combining discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Spencer Blair is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Truist Advisory Services, Charles Schwab, and served six years in the Army National Guard. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies along with third-party managers and private funds.

Darrell Wollmer is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His career includes roles at Charles Schwab & Co., Inc. since 2017 and Schwab Wealth Advisory since 2022, along with prior positions in the equipment rental and golf club industries. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients in the Schwab Wealth Advisory program and selected referrals, using asset-allocation models and internal research tools. The firm offers tailored recommendations with client authorization for trades, focusing on mutual funds, ETFs, separately managed accounts, and alternative investments.

Thomas Vickers III is a financial advisor at Private Advisor Group, LLC with 43 years of industry experience. He holds the ChFC® designation and the Series 63 license. Vickers has worked at Private Advisor Group since 2014 and has been affiliated with LPL Financial since 2002. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm emphasizes a fiduciary-based model and utilizes both proprietary and third-party investment solutions across multiple strategies.