Roy Innella is a financial advisor with Wealth Watch Advisors, Inc, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Wealth Watch Advisors since 2018 and previously at Pollock Advisory Group and Wealth Advocate Investment Group. He is also licensed as an insurance agent and refers clients to providers for non-traditional investments and tax-related services. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm utilizes a combination of quantitative, qualitative, and technical methods through approved third-party model managers and offers both traditional and alternative investment options.

Carlo Corvaja is a financial advisor with Empower Advisory Group in Vero Beach, FL, holding Series 63 and Series 66 credentials and 27 years of industry experience. His career includes roles at Bank of America, Merrill, Wells Fargo, New York Life Insurance Company, and Planner Securities. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management integrated with Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and supports a large participant base with a higher client-to-advisor ratio.

Kenneth Darnell is a financial advisor at Truist Advisory Services with 20 years of industry experience. He holds a Series 66 designation and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2008. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, 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.

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 an investment advisor representative with NewEdge Advisors and holds Series 63 and Series 65 credentials. He has 29 years of industry experience and has also been the owner of Joseph J. Romei CPA, LLC since 1972. Prior to joining NewEdge Advisors, he was affiliated with Wayne Wealth Management and NEXT Financial Group. In addition to his advisory work, Mr. Romei prepares and files taxes for clients through his CPA firm. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisor representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing centralized due diligence, technology tools, and a variety of program structures that combine in-house and third-party manager strategies.

William Murphy is a CFP® professional with 32 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has worked extensively with Park Avenue Securities and Guardian Life Insurance since 2006. In addition to his advisory role, Murphy is involved in insurance sales and holds property and casualty insurance licenses, occasionally referring business and sharing commissions. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across various account types.

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 25 years of industry experience. He has worked with VOYA Financial Advisors since 2014. Outside of advising, he is one of three partners forming a limited liability company to purchase real estate investment property. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Robert Loeb is a CFP® professional with 40 years of industry experience, currently affiliated with Kestra Advisory Services. He has been with Kestra since 2016 and also leads Westchester Benefit Group, where he has served since 2003. Outside of his advisory roles, Loeb is active in community service as President of the N. Salem Lions Club and serves as a trustee for the Thomas J. Kaplan Estate. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as plan design, fiduciary consulting, and employee education, supporting investments with due diligence and serving large institutional clients, including sovereign wealth funds.

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 Series 63 and Series 66 credentials and has worked at firms including Carson Wealth Management, Cetera Advisors Networks, and Raymond James Financial. Caldwell is also an insurance agent who sells life insurance, annuities, and long-term care products, and serves as an investment advisory representative for Beam Capital Partners. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to model portfolios and third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.