Michael Barrella is a CFP® professional with 39 years of industry experience, currently serving at SPC and Sigma Financial Corporation since 2013. His prior roles include positions at Ameriprise and Summit Financial Group. Outside of advising, he serves on the board of the Boys and Girls Club of Central Florida, Brevard Chapter, and works as an FINRA arbitrator and expert witness in securities cases; he also officiates high school football and baseball games. 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 delivers tailored, discretionary investment advice, with a notable partnership structure involving Fidelity and third-party advisers.

Dan Delzingaro is a Series 66 licensed financial advisor with First Command Advisory Services in Indian Harbour Beach, FL. He has four years of industry experience, including prior service with First Command Insurance Services and First Command Brokerage Services. Before his financial advisor career, he served six years in the United States Air Force. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select model portfolios and third-party managers.

Matthew Bourlier is a financial advisor with Focus Partners Wealth, LLC based in Indian Harbour Beach, FL. He holds a Series 65 designation and has three years of industry experience. Prior to joining Focus Partners, he worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Cynthia Green is a financial advisor with Truist Advisory Services in Melbourne, FL, holding Series 63 and Series 66 designations and 14 years of industry experience. She has been with SunTrust Advisory Services and its affiliated entities since 2017 and previously worked at PNC in 2016. Outside of her advisory role, Cynthia serves as a board member for Friends of Sally's House, an organization that supports residential housing and recovery programs for women and their children. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

James Ostrander is a financial advisor at Savant Wealth Management with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at FirstWave Financial, INVEST Financial Corp., and Seacoast National Bank. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs a blended investment approach combining evidence-based asset allocation with actively managed strategies and maintains approximately $55.6 billion in assets under management.

Alfred Crake is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 38 years of industry experience. His career includes roles at Truist Investment Services and Bb&T Securities. He is based in Melbourne, FL. 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 platform arrangements.

Spencer Blair is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Truist Advisory Services, Charles Schwab, and served six years in the Army National Guard. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies along with third-party managers and private funds.

Sal Gianfortune is a financial advisor with Truist Advisory Services, holding Series 63, Series 65, and Series 66 designations and totaling 33 years of industry experience. He has been with Truist Advisory Services and its affiliated firm, Truist Investment Services, since 2016. Outside of his advisory role, he is a partner in a family holding company established for the protection and administration of his brother’s private residence. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a structure that integrates multiple affiliated entities to deliver its services.

Thomas Vickers III is a financial advisor at Private Advisor Group, LLC with 43 years of industry experience. He holds the ChFC® designation and the Series 63 license. Vickers has worked at Private Advisor Group since 2014 and has been affiliated with LPL Financial since 2002. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm emphasizes a fiduciary-based model and utilizes both proprietary and third-party investment solutions across multiple strategies.

Lina Millares is a financial advisor at Truist Advisory Services with 20 years of industry experience. She holds a Series 66 designation and has worked at Truist Advisory Services since 2018, as well as at UBS Financial Services and Ameriprise earlier in her career. Outside of her advisory role, she serves as Vice President of Del Val Investment Group, a real estate investment company involved in property acquisitions and project oversight. Truist Advisory Services provides investment consulting and advisory services to individuals, retirement plan sponsors, corporate clients, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, combining discretionary and non-discretionary approaches supported by inter-affiliate integration and AI-enabled research tools.

Kathryn Miller is a financial advisor with Truist Advisory Services who holds a Series 66 license and has 18 years of industry experience. She has worked at various SunTrust entities since 2013, including Suntrust Advisory Services and Suntrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Laura Chiesman is a CFP® professional with 24 years of experience in the financial services industry. She is currently with Savant Wealth Management and previously spent over two decades at Firstwave Financial, including its predecessor CPA Wealth Management Services. She is a sole shareholder of Chiesman Holdings, LLC, and holds a 50% ownership in Sky to Sea Publishing. Savant Wealth Management provides comprehensive wealth management, portfolio management, and financial planning services to individuals, families, and institutional clients. The firm employs a blend of evidence-based and actively managed investment strategies and supports its offerings with accounting, legal, and trust services through affiliated entities.

Keith Moore is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 27 years of industry experience. He previously worked for Concourse Financial Group Securities Inc. for 12 years before joining Kestra in 2022. Moore serves as Chief Operating Officer for both Kestra Advisory Services and Security Financial Management, overseeing operations and compliance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Kenneth Persson is a financial advisor at Truist Advisory Services with a Series 66 credential. He has been in the industry since 2026, with prior experience at Truist Bank and other financial institutions. His background also includes work in the automotive collision repair sector. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Robert Devries is a financial advisor at Savant Wealth Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Firstwave Financial Inc (formerly CPA Wealth Management Services) for 11 years before joining Savant in 2024. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, and family office services. The firm uses a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by in-house accounting, legal, and trust affiliates.

Tyler Witzel is a financial advisor with First Command Advisory Services in Indian Harbour Beach, FL, holding a Series 66 designation and seven years of industry experience. He has worked extensively with various entities within the First Command organization since 2018 and served in the U.S. Army from 2015 to 2019. Outside of his advisory role, he operates Tyler Witzel LLC, which he uses to manage his First Command business activities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team that selects and monitors model portfolios and third-party managers from approved universes.

Patrick Culhane is a CFP® professional at Truist Advisory Services with 11 years of industry experience. He has held various roles within the Truist enterprise and its predecessor firms since 2013. Outside of his advisory work, he is involved in ticket resale ventures as a partner and member of LLCs that sell event tickets online. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate services.

Matthew Johansen is a financial advisor with TIAA-CREF in Melbourne, FL, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with TIAA-CREF since 2014. Outside of his advisory role, he performs as a lead singer and guitarist in a 1980's tribute band active in Central Florida. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with prior relationships through TIAA-administered employer retirement plans. The firm offers both model-based and customized portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Luther Setzer is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Primerica since 2018. Prior to his financial services career, he spent 36 years at NASA. Outside of finance, he works part-time as a TV, film, and voice actor. Primerica Advisors is a large-scale firm serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers and incorporates an overlay manager and custody support for trade execution and account custody.

John Malatino is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2020. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC between 2009 and 2020. Outside of advising, he owns and leases commercial office space through Vidina Properties, LLC. 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 charitable organizations, offering tailored financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research resources.