Joshua Crawford is a financial advisor with Integrity Advisory Solutions and holds a Series 66 designation. He has seven years of industry experience and has worked at firms including Avantax Planning Partners and 1st Global Advisors. In addition to his advisory role, he is an attorney and managing partner at Kulas & Crawford, providing legal and planning services. Integrity Advisory Solutions serves a diverse client base, including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a network model and third-party platforms to deliver customized investment strategies.

Aleia Macdonald is a CFP® with 20 years of industry experience, currently affiliated with CG Advisory Services in Stuart, FL. Her career includes roles at LPL Financial, Advanced Wealth Strategies, GENEOS Wealth Management Inc., and Capital Asset Advisory Services, LLC. Outside of financial advising, she is involved in the hospitality industry as a host and carry-out staff at Art and Jakes Sports Bar in Northville, MI. CG Advisory Services is an SEC-registered adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a largely model-driven investment approach with discretionary portfolio management tailored to client objectives, incorporating fundamental and technical research, options strategies, and access to alternative investments.

Nathaniel Gornitzky is an advisor with Great Valley Advisor Group, LLC, holding a Series 66 credential and bringing two years of industry experience. His prior work includes roles at LPL Financial and various positions outside the financial sector. He is also involved in dog training through an outside employment activity. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser that serves individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight using a combination of in-house strategies and third-party managers.

Mohaun Kugaraj is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds the Series 66 designation and has previously worked at SS&C Advent and Northwestern Mutual. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Michelle Boyce is a financial advisor at Guardian Life with 12 years of industry experience and holds a Series 66 designation. She has previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of her advisory role, she is involved in multiple insurance brokerage activities, including serving as a vice president at a life insurance brokerage and training other advisors in the LEAP system. Park Avenue Securities LLC, where she is currently affiliated, is a broker-dealer and SEC-registered investment adviser serving individual and institutional clients with brokerage services, financial planning, and investment advisory programs, including discretionary and non-discretionary portfolio management and digital advisory solutions.

Michael Tommeraas is a financial advisor at Janney Montgomery Scott in Stuart, FL, holding a Series 66 designation with 18 years of industry experience. He has been with Janney Montgomery Scott since 2011. Outside of his advisory role, he is a member of 16 Hemingway, LLC, an entity that holds boats owned by two individuals. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through various managed account programs.

Ambika Ramdehal is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. She holds a Series 65 designation and has prior experience working at AmeriLife and in educational roles with Indian River School District and St Lucie Public Schools. Outside of finance, she has operated Ambika's Music Academy, LLC. Brookstone Capital Management is an SEC-registered adviser offering 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 RIAs, sovereign wealth funds, and banking institutions.

Joseph Sullivan is a financial advisor with Truist Advisory Services in Port St. Lucie, FL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities before joining SunTrust Advisory Services in 2017. Outside of his advisory role, he is involved in managing several family-owned business entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Kenneth Guntkowski is a financial advisor with Ameritas Advisory Services, LLC, holding the Series 66 designation and having 22 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has a background that includes roles at Arenal Advisors, Inc. and managing his own business, Marisol's Photography Inc., where he provides photography services for events and portraits. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and financial planning through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Ronald Maslanka is a financial advisor at Janney Montgomery Scott with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney since 2010. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipalities, offering a range of brokerage, financial planning, and advisory services.

Douglas Moline is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Janney Montgomery Scott since 2008. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad range of clients including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Steven Rusnak III is a financial advisor with Commonwealth Financial Network in Stuart, FL, holding a Series 66 designation and possessing 20 years of industry experience. He has been with Commonwealth since 2007 and is also associated with Strategic Retirement Group since 2005. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and customized investment solutions.

Michael Effron is a financial advisor with Guardian Life and holds the Series 63, Series 65, and Series 66 designations. He has 26 years of industry experience and has worked at firms including Invesco Advisers, Cambridge Investment Research, and Park Avenue Securities. Outside of his advisory role, he is involved as the owner of New England Funds LLC, engaged in trading activities. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individual, corporate, charitable, and retirement plan clients through brokerage services, financial planning, and investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships, utilizing both proprietary and third-party model portfolios.

Jacob Schwartz is a financial advisor with Empower Advisory Group in Port St Lucie, FL. He holds a Series 66 designation and has recently transitioned into advisory roles, with prior experience at Empower Financial Services, Hilton Pearl River, and in the hospitality industry. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model linked to Empower’s administrative platforms, with an emphasis on long-term portfolio returns and client savings rates.

Nicholas Avsec is a financial advisor at Lincoln Investment with 10 years of industry experience. He holds the Series 66 designation and has been with Lincoln Investment since 2017. In addition to his role at Lincoln, he has been affiliated with Legend Advisory Group since 2015. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs, managing a mix of in-house and third-party strategies using both strategic and tactical approaches.

Lisa Brumfield is a financial advisor at Lincoln Investment with 13 years of industry experience. She holds a Series 65 designation and has worked at Lincoln Investment since 2017. Prior to that, she was with Legend Advisory Corporation and Legend Equities Corporation. Outside of her advising role, she participates annually as a bartender at the Honda Classic golf tournament. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of investment programs managed through both strategic and tactical approaches, overseeing approximately $22.9 billion in advisory assets.

William Simpson Jr. is a financial advisor at Janney Montgomery Scott with 52 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Simpson is based in Stuart, FL. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

Kenneth Feiertag is a financial advisor with Janney Montgomery Scott in Stuart, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, Feiertag serves as president of his local homeowners association and owns multiple enterprises related to thoroughbred horse racing, including horse stables and partnerships in racehorse buying and selling. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with a variety of brokerage, financial planning, and advisory services, utilizing both in-house and third-party asset management across multiple wrap programs and unified managed account platforms.

Allan Hunter is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been associated with Diversified Investors Securities Corp. and Diversified Investment Advisors since 2010. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice programs and investment education services. The firm utilizes Morningstar Investment Management’s proprietary tools for portfolio construction and provides primarily non-discretionary investment solutions to a broad client base.

Daniel Peguero is a financial advisor with PNC Wealth Management based in Port St. Lucie, FL. He holds a Series 66 designation and has 15 years of industry experience, including prior roles at Northwestern Mutual, Vital Financial Group, and Wells Fargo. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account that utilizes algorithmic risk assessment and investment strategies managed by PNC or third parties.