Wayne Barber Jr. is a financial advisor at Creative Planning with 21 years of industry experience. He holds a Series 66 designation and has worked at Creative Planning since 2017, following four years at Water Oak Advisors LLC. 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 process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Christopher Ponds is a CFP® professional with 25 years of experience in the financial services industry. He has worked with Truist Advisory Services since 2016 and Truist Investment Services since 2010. Outside of his advisory role, he serves as secretary and treasurer for Timberwood Properties, a construction and cabinet installation business. 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 uses a combination of discretionary and non-discretionary approaches and leverages third-party platforms and manager arrangements to support its investment programs.

Anthony Desjardins is a financial advisor with Centaurus Financial, Inc. in Lady Lake, FL, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Centaurus Financial since 2017 and previously at Newbridge Securities Company from 2015 to 2017. Desjardins is also the managing member of Desjardins Retirement Solutions, LLC, a Florida-licensed insurance agency. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management using multiple analytical approaches, with both discretionary and non-discretionary account arrangements.

James Lagrone is an advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has worked with Kestra Advisory since 2016 and maintains ownership of Wintergreen Financial Services, Inc., where he acts as a registered representative. Outside of his advisory work, Lagrone volunteers with AARP-TAX AID preparing personal tax returns. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients with approximately $79.8 billion in assets under management.

William Schmidt is a CFP® with 33 years of industry experience. He is currently affiliated with Independent Advisor Alliance, LLC and has held roles at LPL Financial, Independent Financial Partners, and Schmidt Financial Resources. Schmidt Financial Resources, Inc. has been a longtime business activity of his, operating since 1992. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services through a network model that combines independent advisory representatives with access to third-party managers and technology platforms.

Mitchell Nunn is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. He holds a Series 65 designation and has worked in insurance sales and office management at Amerilife of Brevard since 2021. His prior roles include positions outside the financial services industry, such as work at Overlook Bible Training Center and Starbucks. 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, sovereign wealth funds, and banking institutions, and supports a large advisor network with model portfolios and managed account services.

Peter Ferrante is a CFP® professional with 35 years of experience in the financial industry. He has worked at Benjamin F. Edwards & Company, Inc. since 2011 and previously held positions at Wells Fargo Clearing and Legg Mason Wood Walker, Incorporated. Outside of his advisory role, he is a co-owner of Ferrante Wine Farm Inc., a manufacturing business. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, and investment management that combine proprietary strategies and third-party models.

Daniel Zebrowski is a financial advisor at SPC with 28 years of industry experience. He holds the PFS™ designation and is registered with Series 63 and Series 65 licenses. His career includes roles at Sigma Financial Corporation, Investment Advisors Corp., and Broker Dealer Financial Services Corp. Zebrowski is also a certified public accountant and is involved in several related business activities, including ownership and leadership positions in accounting and financial planning firms. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice through multiple account programs, with custody and execution services provided primarily via Fidelity/NFS.

Sherri Desjardins is a financial advisor with Centaurus Financial, Inc. She holds Series 63 and Series 66 licenses and has 12 years of industry experience. Prior to joining Centaurus Financial in 2017, she worked at Newbridge Securities from 2014 to 2017. Additionally, she is the managing member of Desjardins Retirement Solutions LLC, a Florida-registered insurance agency that sells life, health, and fixed annuities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a combination of fundamental and technical analysis across discretionary and non-discretionary arrangements.

Sadie Gatch is a financial advisor with Truist Advisory Services, holding a Series 63 designation and 27 years of industry experience. She has worked with Truist Advisory Services and related entities since 2013, including SunTrust Advisory Services and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Terry Schueler is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds a Series 66 designation and has been with Truist Advisory Services since 2016, following a period at Truist Investment Services beginning in 2015. 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 employs third-party platforms and AI-enabled research tools to support its investment and manager selection processes.

Berni Stevens is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 credentials and three years of industry experience. Prior to joining Independent Advisor Alliance, Stevens worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017 and has been involved with TruNorth Divorce Solutions, LLC since 2017. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm utilizes a network model of advisory representatives and leverages technology platforms to deliver portfolio management and estate-planning solutions.

Don Eves is a financial advisor with VOYA Financial Advisors, Inc., holding the ChFC® and Series 63 designations and bringing 57 years of industry experience. He has been with VOYA Financial Advisors since 2014 and simultaneously serves as president of Premium Resources, Inc., a life insurance and long-term care marketing and sales business he has led since 1990. Eves also oversees the development and distribution of a web-based retirement program through Reachable Retirement, Inc. VOYA Financial Advisors is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to structure client relationships, providing a mix of discretionary and non-discretionary management across a broad product shelf.

Bryce Sowitch is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Kovitz Investment Group Partners, IFAM Capital, Financial Telesis Inc, Citigroup Global Markets, and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Brian Panzella is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has worked at Truist Advisory Services and related entities since 2018 and previously held roles at Fifth Third Securities and Fifth Third Bank. Outside of his advisory work, he plays guitar and occasionally provides backup vocals in a band. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships and integrates various inter-affiliate services to support client investment management.

Thomas Talmage III is a financial advisor with Independent Financial Partners, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. He has worked at firms including LPL Financial and operates multiple business ventures focusing on wealth management, exit planning, and estate planning services. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and offers both decentralized investment strategies and centralized asset management options, with a notable focus on retirement-plan advisory and pension consulting.

Shawn Lambert is a financial advisor at Benjamin F. Edwards & Company, Inc. with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing, Merrill, JP Morgan Securities, and Morgan Stanley. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, and brokerage services, utilizing both proprietary strategies and third-party model providers.

Daniel Bonder is a CFP®-designated financial advisor with over 32 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked with Arbor Point Advisors, Securities America, Beacon Financial Advisory, and Capital Analysts. In addition to his advisory role, he is an attorney providing estate planning services. Osaic Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base including individuals, pension plans, corporate and charitable entities, retirement participants, and sovereign wealth funds. The firm offers a range of investment management and financial planning solutions, utilizing both fundamental and technical analysis alongside access to alternative investments and co-advisory arrangements.

Nordia Hue is a financial advisor at FIFTH THIRD SECURITIES, Inc. in Orlando, FL, with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, J.P. Morgan Chase Bank, Merrill, Bank of America, and Wells Fargo. Outside of her advisory role, she manages a travel consulting business. FIFTH THIRD SECURITIES, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, and institutional clients through its Passageway Managed Account Program. The firm combines bank affiliation with municipal advisory registration and provides a range of managed-account options, including direct indexing and tax-overlay services.

Lisa Drake is a financial advisor at Creative Planning with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Cetera Wealth Services, LPL Financial, and Ameriprise. Drake also serves as a board member and president of the National Association of Plan Advisors within the American Retirement Association. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm uses a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by other tailored investment options and institutional retirement plan services.