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.

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 licenses and has previously worked at Cetera Advisors Networks LLC, Carson Wealth Management, and PNC Investments. Caldwell is also involved in fixed insurance sales and serves as an investment advisory representative for Beam Capital Partners. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm with approximately $18.6 billion in assets under management and around 366 advisors. The firm offers a range of portfolio management and financial planning services through an open-architecture platform that integrates external tools and managers, serving more than 24,000 clients.

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.

Krist Hammargren is a financial advisor at PNC Wealth Management with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Wells Fargo Clearing, Regions Bank, Cetera, and INVEST Financial Corp. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and approved investment models managed by PNC or third-party strategists.

Elizabeth Riley is a financial advisor with Lincoln Investment in Sebastian, FL, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has worked at Hendershot Financial Group and Lincoln Investment Planning, Inc. since 2004. Riley serves as Secretary and a board member of Walk the Walk Inc, a nonprofit organization focused on educational and charitable giving. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, including a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolios, employing both strategic and tactical investment approaches supported by an in-house Investment Management & Research team.

Christopher Shepherd is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked primarily at Rockefeller Financial and its affiliates since 2022, with prior roles at Spearhead Capital Advisors and Shepherd Kaplan LLC. Shepherd is also a consultant for Spearhead Innovative Solutions, LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients. The firm offers portfolio management, financial planning, and consulting, and operates as both a registered investment adviser and broker-dealer, providing a range of discretionary and non-discretionary investment solutions through a consolidated platform.

Kevin Steffen is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 credential. He has 24 years of industry experience and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Steffen is based in Vero Beach, Florida. 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. The firm combines a network of independent advisory representatives with access to brokerage services through LPL Financial and utilizes technology platforms for portfolio management and estate planning.

Taylor Hodges is a CFP® professional with 13 years of industry experience. He is currently an advisor at Farther and has previously worked at Cornerstone Planning Group, Latitude Advisors, LLC, and GWN Securities, Inc. Hodges is also the CEO of Southern Capital Business Consulting, a consulting firm where he advises business owners on strategy. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform that combines discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm applies Modern Portfolio Theory using bespoke or algorithmic model portfolios and focuses on personal fiduciary clients.

Edward Moor is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 designation and four years of industry experience. He previously worked at Kite Capital Partners and Frazier Capital Valuation. In addition to his advisory role, he is an insurance agent with Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm uses a proprietary manager selection process and offers discretionary wealth management, financial planning, retirement plan consulting, outsourced CIO solutions, and manager monitoring services.