Andrew Coates is a financial advisor at Truist Advisory Services with one year of industry experience. He previously worked at FFVA Mutual for two years and spent nine years at Brown and Brown Insurance. He holds Series 63 and Series 65 credentials. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships, supported by third-party platform arrangements and AI-enabled research tools, to deliver its investment solutions.

John Rodgers is a financial advisor at Focus Partners Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Churchill Management Group, TD Ameritrade Investment Management, and Charles Schwab. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, retirement plan consulting, and access to private and registered pooled investment vehicles. 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.

Willie Mccaulley is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2020, having worked at Fifth Third Bank since 2014. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Program, providing clients with options ranging from mutual fund and ETF models to separately managed accounts and direct indexing strategies.

Gwendolyn Slater is a Series 66 licensed financial advisor with 27 years of industry experience. She currently serves at Osaic Advisory Services, LLC and has previous experience at Arbor Point Advisors and Securities America Advisors. Slater is the officer and sole shareholder of Slater Financial Services, Inc., a holding company for a note receivable following the sale of her accounting and tax practice. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and third-party platforms to deliver customized portfolio solutions.

Melodee Pitts is a Series 66 licensed financial advisor with 19 years of industry experience. She has worked at Truist Advisory Services since 2016 and has been with Truist Investment Services since 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Scott Weidman is a CFP® with 25 years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. since 2009. In addition to his advisory role, he is an independent insurance agent and a partner in 2SG LLC, a company involved in product patenting for marketing and sales. J.W. Cole Advisors is an SEC-registered investment adviser that supports individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment approaches.

Aaron Maxey is a financial advisor at Cetera Planning Partners with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked extensively with firms including Charles Schwab and Avantax prior to joining Cetera. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, providing investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s approach includes diversified portfolio allocations aligned with client objectives and risk tolerance, supported by additional services such as tax planning, bookkeeping, and an estate-planning offering delivered through a third party.

Mark Rosier is a financial advisor at Voya Financial Advisors, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Vystar Credit Union, Regions Bank, Cetera Investment Services, and Source Capital Group. Voya Financial Advisors serves a broad client base including individuals, institutional clients, and retirement plan sponsors. The firm offers financial planning, portfolio management, and consulting services through multiple program structures, emphasizing primarily non-discretionary advisory relationships.

Denis Cronin is a CFP® with 10 years of industry experience, currently serving at Schwab Wealth Advisory. His prior roles include positions at Raymond James Financial Services, Fleishel Financial Associates, Bank of America, and Merrill. He holds the Series 66 designation and works from Ormond Beach, FL. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many enterprise wealth managers.

Sarah Smith is a financial advisor with Eagle Strategies (NY Life) based in Daytona Beach, FL, holding Series 63 and Series 65 licenses and with nine years of industry experience. She has been with Eagle Strategies since 2020 and affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2016. Smith also works as an insurance broker for non-registered insurance products with outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Chad Anderson is an advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 credentials and one year of industry experience. He has worked at Fifth Third Securities since 2024 and previously operated his own advisory practice from 2019 to 2023. Outside of his financial advisory career, he creates content for the YouTube channel Success For Breakfast. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers a variety of investment programs via the Passageway Managed Account Platform, combining third-party portfolio management with advisor-directed strategies and tax-efficient techniques.

Barbara Selig is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and offers both model-based and customized portfolio management under a fiduciary standard.

Kristen Mock is a financial advisor at Truist Advisory Services with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various Truist entities, including Truist Investment Services and Truist Bank. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party manager arrangements and AI-enabled research tools.

James Myers is a financial advisor at Bankers Life Advisory Services, Inc. with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked with Bankers Life Securities, Inc. and Volusia County Schools. Outside of advising, he serves as Vice-President of the Silver Sands Civic Association and works independently as a licensed realtor in Florida. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies, largely focusing on individual clients rather than corporate business.

Kevin McCarthy is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Safe Harbor Financial Advisers since 2010 and McCarthy Insurance and Financial Services, Inc. since 2002. In addition to advisory work, he provides seasonal tax return preparation services. 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 registered investment advisers, sovereign wealth funds, and banking institutions.

Jane Eddy is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and Series 66 license, and has 39 years of industry experience. She previously worked at THE O.N. Equity Sales Company, LPL Financial, Ohio National Financial Services, and National Planning Corporation. Outside of her advisory role, she is involved in multiple insurance-related businesses and participates as a short-term treasurer for a local homeowners association legal committee fundraiser. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary account options, combining custody, execution, brokerage services, and third-party asset manager relationships within a dual-registered SEC adviser and FINRA broker-dealer structure.

Michael Libardi Jr. is a CFP® professional with 27 years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2022. Prior to that, he spent 13 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment strategies that are monitored and periodically rebalanced by an Investment Strategy Committee.

Amanda Blocksom is a CFP® and ChFC® with 18 years of experience in the financial services industry. She is currently with NewEdge Advisors and has prior experience at Sagepoint Financial, ECG, and M Holdings Securities. Outside of her advisory work, she is involved with Industry 386 Salon LLC, a business she has operated since 2013. 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 investment adviser representatives. The firm offers a wide range of services including portfolio management, financial planning, retirement and pension consulting, and access to curated advisory programs, utilizing centralized due diligence and technology to support client and advisor needs.

James Dargusch is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and having 34 years of industry experience. He founded Planned Giving Consultants, LLC, which focuses on planned gift fundraising strategies. He is also involved with several nonprofit boards, including the March of Dimes Philadelphia Market Board and the Jefferson Health Care Foundation. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships and employs a combination of proprietary and third-party model portfolios.

Kasey Mitchell is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 designation and has worked at First Command in various capacities since 2018, following prior roles in real estate and legal support. 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 managed by a centralized team, emphasizing in-person coaching and an employee-ownership structure.