John Schatz is a CFP® professional with 49 years of experience in the financial services industry. He has been associated with Commonwealth Financial Network since 1988 and has operated his own firm, Schatz Financial, since 1996. Schatz spends approximately 20% of his time providing financial planning and consulting services through his own registered investment adviser. Commonwealth Financial Network serves a national network of about 2,950 advisors and their clients, offering a range of advisory programs and services including custom portfolio solutions, third-party asset manager access, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to deliver tailored advice under Commonwealth’s supervision.

Terry Schueler is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds a Series 66 designation and has been with Truist Advisory Services since 2016, following a period at Truist Investment Services beginning in 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs third-party platforms and AI-enabled research tools to support its investment and manager selection processes.

Klaudia Maslo is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 14 years of industry experience. She has been with Private Advisor Group since 2013 and also maintains a role with LPL Financial since 2011. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Berni Stevens is a financial advisor with Independent Advisor Alliance, LLC, holding Series 66 and Series 65 licenses and three years of industry experience. Prior to joining Independent Advisor Alliance in 2025, Stevens worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. Stevens also has involvement with TruNorth Divorce Solutions, LLC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers a range of services such as asset management, financial planning, and retirement consulting, utilizing discretionary and non-discretionary portfolio management along with various analytical techniques and technology platforms.

Darren Mc Quary is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior work history with Baum Financial Services and Scott Barnwell State Farm. Outside of his advisory role, he is also involved in insurance sales and tax preparation through Baum Financial Services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining managed model portfolios, discretionary asset management, and financial planning services.

Don Eves is a ChFC® credentialed financial advisor with 57 years of industry experience, currently serving at Voya Financial Advisors, Inc. since 2014. He is also president of Premium Resources, Inc., a company involved in life insurance and long-term care marketing and sales, and leads Reachable Retirement, Inc., a web-based retirement program. Additionally, he operates as an independent insurance agent focusing on fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services through multiple program structures. The firm primarily delivers non-discretionary advice and maintains both SEC-registered investment adviser and broker-dealer registrations.

Gage Warren is a financial advisor with Lincoln Investment in Belleview, FL, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at Parsons Consulting Group and has a background in education spanning ten years. Outside of his advisory duties, he is involved in insurance and fixed annuity sales and assists with supplemental benefits enrollment. 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 a range of financial planning and investment management services, utilizing both strategic and dynamic approaches overseen by an Investment Management & Research team.

Brian Panzella is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has worked at Truist Advisory Services and related entities since 2018 and previously held roles at Fifth Third Securities and Fifth Third Bank. Outside of his advisory work, he plays guitar and occasionally provides backup vocals in a band. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships and integrates various inter-affiliate services to support client investment management.

Thomas Talmage III is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 18 years of industry experience. His career includes ten years at LPL Financial and ongoing roles at Independent Financial Partners and the Talmage Financial Group. He is also involved in business advisory services through Encompass Consulting, focusing on exit planning, estate planning, and retirement planning for business owner clients. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, offering both decentralized investment strategies and centralized asset management options.

Shawn Lambert is a financial advisor at Benjamin F. Edwards & Company, Inc. with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing, Merrill, Bank of America, and JP Morgan Securities. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, and nonprofit organizations. The firm offers a range of advisory programs and investment strategies, combining firm-developed and third-party models with periodic strategic reviews and oversight from an Investment Strategy Committee.

Daniel Bonder is a CFP® with 32 years of industry experience and is currently with Osaic Advisory Services, LLC. His prior roles include positions at Arbor Point Advisors, Beacon Financial Advisory LLC, and Capital Analysts, Inc. In addition to his financial advisory work, he is also an attorney providing estate planning advice. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and access to alternative investments, delivering advisory services through multiple program models with custody primarily through Schwab and Fidelity.

Nordia Hue is a financial advisor at FIFTH THIRD SECURITIES, Inc. in Orlando, FL, with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, J.P. Morgan Chase Bank, Merrill, Bank of America, and Wells Fargo. Outside of her advisory role, she manages a travel consulting business. FIFTH THIRD SECURITIES, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, and institutional clients through its Passageway Managed Account Program. The firm combines bank affiliation with municipal advisory registration and provides a range of managed-account options, including direct indexing and tax-overlay services.

Austin Nielson is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. He also serves as a president on a homeowners association board. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of services including customized portfolio management and acts as adviser to a donor-advised fund.

Danny Benedetti is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 designations. Benedetti has spent the majority of his career with Citizens Securities, with a brief period at Cadaret Grant & Co., Inc. He assists with clerical work for his spouse’s travel business, B Anywhere Travell. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Natalie Mason is a CFP® and holds a Series 66 license, with 23 years of experience in the financial industry. She is currently with Truist Advisory Services and has a work history that includes roles at BB&T Securities, SunTrust Bank, and various SunTrust investment entities dating back to 2012. Truist Advisory Services provides investment consulting and advisory services to individual investors, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Joseph Jarrett is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch and SunTrust Investment Services. Jarrett is currently based in Okahumpka, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, to deliver investment solutions.

Bret Mickel is a financial advisor at Lincoln Investment with Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked at Legend Equities Corporation for 14 years and has served as a sales and servicing representative in insurance-related roles through Combined Benefits Group and his own entity, A Higher Standard Inc. He has been associated with the nonprofit Teachers Sharing Answers since 1998. 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 a range of financial planning and investment management services, employing both strategic and dynamic approaches to portfolio management.

Ian Crangle is a financial advisor at Creative Planning with nine years of industry experience. His prior roles include positions at Ameriprise, Voya Investment Management, and E*Trade Securities. He holds Series 63 and Series 66 designations. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tailored allocations and private market exposure.

Ricardo De Oliveira is a financial advisor with Truist Advisory Services holding a Series 66 designation and four years of industry experience. His career includes roles at Truist Advisory Services and Truist Investment Services since 2021, as well as prior experience at Adventhealth Waterman and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, 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, to deliver its AMC Advantage manager-selection program and related advisory services.

Roger Finder is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and over 42 years of industry experience. He has been with Commonwealth since 2005. In addition to his advisory role, he is a certified divorce financial analyst and a co-owner of Centre Real Estate, LLC, which owns his branch office building. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.