John Edgar Jr. is a financial advisor at Creative Planning with 15 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior experience includes roles at Truewealth, LLC and Windham Brannon Personal Planning Services, PC, CPA. Creative Planning provides 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 and buy-and-hold strategies, supplemented by additional portfolio management techniques and a suite of retirement plan services.

Joseph Romei is a financial advisor at NewEdge Advisors with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Wayne Wealth Management Inc and NEXT Financial Group, Inc. Outside of advisory work, he owns Joseph J. Romei CPA LLC, where he prepares and files taxes for clients. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm provides a broad range of services, including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs through a network of independent advisers.

William Murphy is a CFP® professional with 32 years of industry experience. He is affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2006. Murphy holds Series 63 and Series 66 licenses and is based in Vero Beach, Florida. In addition to advisory services, he is licensed to sell both life and property & casualty insurance and occasionally collaborates with other agents on insurance referrals. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary wrap programs, third-party advisory solutions, and various integrated lending and business consulting tools.

Clifford Faintych is a CFP® and ChFC® with 21 years of industry experience. He is currently with United Planners' Financial Services of America, where he has worked since 2025, following nine years at Commonwealth Financial Network. United Planners Financial Services is a national wealth-management enterprise serving a broad client base, including individuals, retirement plans, corporations, and institutional clients. The firm employs a mix of custodians and third-party managers to implement strategies and is notable for its limited-partnership ownership structure and formalized advisor transition support.

Angeline Newman is a financial advisor with Rockefeller Financial LLC and holds Series 63 and Series 65 licenses. She has 40 years of industry experience, including 12 years at UBS Financial Services Inc. and began her current roles in 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer that offers placement and investment banking services.

George Syme is a financial advisor with Independent Financial Partners who holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has been affiliated with Independent Financial Partners since 2013, including time at IFP Securities and previously at LPL Financial. Outside of his advisory role, Syme serves as Foundation Chair and board member for Rotary eClub One, an online chapter of a global charitable organization, and provides voice-over services as a consultant. Independent Financial Partners is a nationwide enterprise offering investment advisory, financial planning, trust, and retirement-plan services through a decentralized multi-advisor platform. The firm supports a broad client base including individuals, charitable organizations, corporations, and high-net-worth clients, and stands out for its formal retirement-plan advisory capabilities and partnerships for trustee services.

Scott Mosher is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at PNC Investments since 2009. Outside of his advisory role, he owns J and A Farms, a non-investment business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital portfolio offering that uses algorithmic risk assessment and manages investments via mutual funds and ETFs with delegated implementation and proxy voting.

Anthony Tulsiram is a financial advisor with PNC Wealth Management in Vero Beach, FL, holding a Series 66 designation and three years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., among other roles. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary digital model account offered as an invitation-only employee pilot. The firm’s approach involves algorithm-driven portfolio recommendations with investments managed via approved models using mutual funds and ETFs.

Alejandro Torres is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 20 years of industry experience. His career includes roles at SunTrust Advisory Services and SunTrust Bank from 2015 to 2025 before joining Truist in 2025. Outside of his advisory work, he creates fishing and cooking videos on YouTube, which he uploads without compensation. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled equity research.

Jason Orzechowski is a financial advisor with Citigroup Global Markets in Vero Beach, FL, holding a Series 66 license and 13 years of industry experience. He has been with Citigroup since 2014. Outside of his advisory role, his family is involved in selling sports collectibles on eBay. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options and integrates proprietary standards and oversight committees to select and monitor investment managers.

Anthony Rinella is a financial advisor with Empower Advisory Group in Vero Beach, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Wells Fargo, Morgan Stanley, JP Morgan Chase, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as for Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model leverages Empower’s recordkeeping and administrative platforms to deliver both point-in-time financial plans and optional managed account solutions.

Theodore Price is a CFA® charterholder with 44 years of industry experience, currently serving at Davenport & Company LLC since 2007. He has also been associated with Evergreen Investments since 2002. Outside of his advisory roles, he is president of the Theodore H & Nancy Price Foundation and serves as an emeritus board member for St. Catherine's School. Davenport & Company LLC serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s investment advisory division offers separately managed accounts, financial planning, and other advisory programs, supported by dedicated portfolio teams and a manager research group.

Tao Chin is a financial advisor with Empower Advisory Group in Vero Beach, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His previous roles include positions at Voya Financial Advisors, Merrill, and Fidelity. He is a named trustee of a trust and a partner in a limited liability company focused on purchasing real estate investment property. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as select IRA and brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and integrates tightly with Empower’s administrative platforms.

Theodore Perry Jr. is a CFP® professional currently with Farther and has been in the financial industry since 2015. His prior experience includes roles at Cypress Bank & Trust, South Street Bank, and SS&C. He is based in Vero Beach, FL. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach with algorithmic rebalancing and uses a range of investment vehicles, including ETFs, mutual funds, and individual securities.

Anthony Germano Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at SunTrust Investment Services and SunTrust Advisory Services since 2016. Germano is based in Vero Beach, FL. 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 combining discretionary and non‑discretionary approaches with third‑party platform integration.

James Caldwell is a financial advisor at Stratos Wealth Partners, Ltd with 35 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including Carson Wealth Management, Cetera Advisors Networks, and Raymond James Financial. Caldwell is also an investment advisory representative at Beam Capital Partners and sells life insurance, annuities, and long-term care policies. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients through a model that emphasizes independent investment adviser representatives delivering customized portfolio management and financial planning services.

John Burke is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Raymond James Financial and his own firm, Burke Financial Strategies. He is also the owner of the Academy for Professional Education, where he conducts seminars. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, guided by an internal Investment Committee and supported by quantitative and fundamental research.

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.

Christopher Shepherd is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. His career includes roles at Rockefeller Capital Management and his own firm, Shepherd Kaplan LLC. He also serves as a consultant for Spearhead Innovative Solutions, LLC. 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 offers a range of portfolio management and financial planning services, operating uniquely as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

Charles Morales is a Series 66-registered financial advisor with 17 years of industry experience. He has worked at PNC Investments since 2016 and spent time at J.P. Morgan Securities from 2014 to 2015. Morales is based in Fort Pierce, Florida. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and invests primarily in mutual funds and ETFs with annual rebalancing.