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 bringing 25 years of industry experience. His previous roles include positions at Voya Financial Advisors, Merrill, and Fidelity. He is a named trustee of a trust and a partner in a limited liability company focused on purchasing real estate investment property. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as select IRA and brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and integrates tightly with Empower’s administrative platforms.

Linda Roberts is a financial advisor at Foundations Investment Advisors LLC with 15 years of industry experience. She holds a Series 65 designation and has worked at several firms including Alphastar Capital Management, Advisory Alpha, and Citizen Advisory Group. Roberts also serves as a licensed insurance agent and Regional Manager for Citizen Advisory Group, focusing on life, health insurance, and annuity sales. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a broad network of affiliated offices and investment adviser representatives. The firm employs a combination of fundamental, technical, and cyclical analysis and uses discretionary authority and model portfolios to tailor investment advice.

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 the Series 63 and Series 66 licenses and has worked at firms including Carson Wealth Management, Cetera Advisors Networks, and Raymond James Financial. Caldwell is also an investment advisory representative at Beam Capital Partners and sells life insurance, annuities, and long-term care policies. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients through a model that emphasizes independent investment adviser representatives delivering customized portfolio management and financial planning services.

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 with PNC Wealth Management in Sebastian, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at 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 online discretionary model account that uses algorithmic risk assessment and invests primarily in mutual funds and ETFs with annual rebalancing.

Elizabeth Riley is a financial advisor with Lincoln Investment who holds Series 63 and Series 65 licenses and has 22 years of industry experience. She has worked at Hendershot Financial Group and Lincoln Investment Planning, Inc. since 2004. Riley serves as Secretary on the board of Walk the Walk Inc, a not-for-profit charitable organization focused on educational and charitable giving. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer firm serving a broad client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.

Christopher Shepherd is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. His career includes roles at Rockefeller Capital Management and his own firm, Shepherd Kaplan LLC. He also serves as a consultant for Spearhead Innovative Solutions, LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating uniquely as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

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.

Diane Nelson is a financial advisor at Raymond James & Associates with 24 years of industry experience. She holds the Series 66 designation and worked for UBS Financial Services for 25 years prior to joining Raymond James. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing tailored financial planning and consulting services through a range of portfolio management styles and affiliated research.

Robert Huskins is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds the Series 63 designation and has worked with Wells Fargo since 2009, including seven years at Wells Fargo Advisors LLC prior to his current role. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.