Kenneth Metviner is a financial advisor at SeaCrest Wealth Management, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SeaCrest Wealth Management since 2012. SeaCrest Wealth Management is a multi-advisor SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive wealth management and specialized services such as divorce financial mediation, employing a primarily long-term investment approach using fundamental and technical analysis across a range of asset types.

Pierce Giancaterino is a financial advisor at Good Life Advisors, LLC, holding Series 63 and Series 65 credentials with two years of industry experience. His work history includes roles at LPL Financial, Ameriprise, and Brinker Capital Inc., as well as employment outside finance at Amazon and PricewaterhouseCoopers. Good Life Advisors is a multi-team registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, comprehensive financial planning, retirement plan consulting, and access to multiple advisory platforms.

Anthony Acevedo is a financial advisor with Good Life Advisors, LLC in Orlando, FL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America and Merrill. Acevedo also operates Acevedo Capital Group, a business entity for tax and investment purposes. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team-based approach with multiple methods of analysis and offers a range of programmatic solutions, educational seminars, and ongoing planning subscriptions.

Julie Kemp is a CFP® professional with 22 years of experience in the financial services industry. She is affiliated with Good Life Advisors, LLC and has held roles at LPL Financial and Financial Planning Advisors. In addition to her advisory work, she is involved in tax preparation and accounting activities. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to tailor advice and offers a range of portfolio management options alongside educational seminars and subscription-based planning services.

Kelly Connelly is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Good Life Advisors and LPL Financial since 2018 and was previously with Ameriprise Financial Services from 2015 to 2018. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm emphasizes tailored advice supported by independent research and a team approach, offering a range of portfolio management options and educational seminars.

Stephen Caruso is a financial advisor at Brookwood Investment Group with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Belpointe Asset Management and Belpointe Insurance. He is also involved with Brookwood Insurance Group, a related insurance agency. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a variety of strategies and maintains multiple affiliated businesses and partner offices.

Courtnie Gray is a financial advisor at Good Life Advisors, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Good Life Advisors since 2014. Prior to that, she worked at LPL Financial starting in 2012. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm employs a team approach and multiple methods of analysis to tailor advice and continuously supervise accounts, offering access to a variety of programmatic solutions and educational resources.

Joshua Chase is a financial advisor at Good Life Advisors, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at LPL Financial, B. Riley Wealth Advisors, B. Riley Wealth Management, Kingsview Asset Management, and Kingsview Financial. Outside of his advisory role, he participates in a Nielsen Rating Household survey. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to align asset allocation with clients’ objectives and risk tolerances, offering discretionary and non-discretionary portfolio management as well as educational seminars and access to third-party programs.

Thomas Jaehnel is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include positions at Suntrust Advisory Services and OneAmerica Securities. 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 research tools.

Frank Colasuono is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 66 and Series 63 licenses and bringing 32 years of industry experience. He has worked at SunTrust Advisory Services and related entities since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Namdar Hosseinzadeh is a financial advisor with Truist Advisory Services based in Orlando, FL. He holds the Series 66 designation and has 12 years of industry experience. His work history includes roles at Truist Investment Services, SunTrust Advisory Services LLC, and Trustco Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platform and manager arrangements to support its AMC Advantage manager-selection program.

Maggie Yi is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her prior work includes roles at Park Avenue Securities, Guardian Life Insurance, and JPMorgan Chase. Primerica Advisors serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of investment strategies through proprietary and third-party programs, along with financial and business consulting.

Christopher Damiano is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Bryan Hernandez is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Hernandez also holds active life and variable annuity insurance licenses. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, employing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management where appropriate.

David Murphy is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Truist Advisory Services and its affiliated entities since 2018, including roles at BB&T Investments and BB&T Securities prior to the formation of Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary manager relationships and integrates third-party platforms and AI-enabled research tools to support its investment processes.

David Rodriguez Lozada is a financial advisor at Fifth Third Securities, Inc. in Kissimmee, FL, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to his current role, he worked at Fifth Third Bank and held positions in the retail and fashion sectors. He has also been affiliated with the UCF College of Business for over a decade. Fifth Third Securities serves a diverse clientele, including individual high-net-worth and institutional clients, providing investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and offers a range of strategies including mutual fund and ETF models, separately managed accounts, tax overlay services, and direct indexing.

Diego Lasso is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2019, and previously worked at SunTrust Bank and Columbia Restaurant. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across Truist entities.

Frank Delia is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2015. Based in Orlando, FL, his career includes roles focused on investment advisory within the firm’s enterprise platform. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm’s approach combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate service arrangements.

Brent Arnold is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Kestra Advisory and has prior experience with LPL Financial and Templar Financial Services. Outside of his advisory work, Arnold is involved in family farming operations and holds leadership roles in nonprofit organizations, including serving as Vice President of the Colusa Masonic Lodge and Chief Rabban of the Nile Shriners. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors and large investors such as sovereign wealth funds. The firm offers various services including fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions within a supervisory framework.

Miguel Rivas Rosado is a financial advisor with Bankers Life Advisory Services, Inc. in Orlando, FL, holding Series 65 and Series 63 designations and has six years of industry experience. He has worked with multiple entities under the Bankers Life umbrella since 2017 and is also appointed as an insurance agent with Bankers Life and Casualty Company, focusing on Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and ongoing portfolio management aligned with clients' goals and risk tolerances.