Daniel Friedlander is a CFP® with 31 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. He has been with United Planners since 2009 and has maintained his own advisory practice since 1988. Outside of advisory work, he is involved in divorce planning and tax preparation services. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of 477 independent advisors.

Patrick Nickerson is a financial advisor with PNC Wealth Management, holding a Series 66 designation and three years of industry experience. His career includes roles at Bank of America, Merrill, and Wells Fargo. Outside of finance, he has been involved with Baseline Tutoring and RonJon Surf School. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist account that uses algorithm-driven risk assessments and managed model strategies executed with mutual funds and ETFs.

Jo Ann La Pan is a financial advisor at Benjamin F. Edwards & Company, Inc. with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Benjamin F. Edwards since 2013. Outside of her advisory role, she serves as an executor for her father’s estate in Melbourne, Florida. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, charitable organizations, and institutions. The firm offers a range of fee-based wrap programs and investment strategies, combining discretionary and non-discretionary management with in-house trading and custody services.

Jeffrey Seiverth is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds a Series 66 designation and has previously worked with Advised Assets Group, LLC, GWFS Equities, Inc., Bank of America, N.A., and Merrill. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Timothy Sallade is a CFP® and CFA® with 10 years of experience in financial advising. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2026, following a 12-year tenure at Lake Tahoe Wealth Management, Inc. His practice is based in Melbourne, FL. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and emphasizes diversified, risk-class based allocations combining passive and active management supported by an internal Investment Committee.

Erin Walters is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and over 21 years of industry experience. She previously worked at Merrill for ten years and spent two years at Rockefeller Capital Management before joining Rockefeller Financial. Outside of her advisory role, she occasionally assists with her husband's fine art business during art shows and festivals. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer with additional services including placement and investment banking.

Max Haspel is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Focus Partners since 2018. His prior experience includes roles at Purshe Kaplan Sterling Investments and Blue Water Advisors LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies alongside private funds and third-party managers.

William Margolis is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 34 years of industry experience, including over 18 years with Park Avenue Securities and Guardian Life. He serves as power of attorney for family members' trusts and personal matters. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

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 Series 65-licensed advisor with Focus Partners Wealth, LLC, based in Indian Harbour Beach, FL. He has three years of industry experience and has held roles at The Colony Group, Buckingham Strategic Wealth, and Health First. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Kevin Smith is a CFP® professional with 17 years of industry experience. He has been with Wealthspire Advisors since 2018 and previously worked at Pagnatokarp Partners, LLC. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with around 220 advisors and nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation approach and providing wealth management, financial planning, and retirement-plan consulting services.

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.

Michael Adams is a financial advisor at Brookstone Capital Management LLC, holding a Series 65 designation with one year of industry experience. He has worked at Amerilife and Health Services since 1994. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, trusts, and business entities. The firm employs strategic and dynamic asset allocation models and offers discretionary portfolio management through its turnkey asset management platform and wrap-fee program.

Justin Robertson is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 25 years of industry experience, including roles at Bank of America, Merrill, and BB&T. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and manager-selection programs, combining discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Spencer Blair is a financial advisor at Focus Partners Wealth, LLC with Series 66 and Series 63 credentials and three years of industry experience. His prior roles include positions at Truist Advisory Services, Charles Schwab, and military service with the Army National Guard. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients through a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, emphasizing tax- and fee-sensitive, long-term portfolio construction.

Darrell Wollmer is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab & Co., Inc. since 2017, joining Schwab Wealth Advisory in 2022. His prior work includes roles at Twin Rivers Golf Club and Herc Rentals. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations based on Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority.

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.

Richard Milliard is a financial advisor at Benjamin F. Edwards & Company, Inc. with 34 years of industry experience. He holds a Series 63 designation and has been with Benjamin F. Edwards since 2015. Outside of his advisory role, he serves as president of the Summer Brook of Melbourne Homeowners Association. Benjamin F. Edwards & Company 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 investment management and financial planning services, utilizing both discretionary and non-discretionary wrap programs with multiple portfolio strategies monitored by an Investment Strategy Committee.

Bud Nicol is a financial advisor with SPC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been associated with SPC since 2012 and has a longstanding career that includes roles at Sigma Financial Corporation and Retirement Lifestyle Planning Inc. Nicol is also involved in the sale of various insurance products, including fixed annuities and life insurance, through his business Retirement & Lifestyle Planning LLC. SPC serves a diverse client base that includes individual investors, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that integrates affiliated broker-dealers and insurance agencies to offer a broad range of fiduciary and non-fiduciary retirement services.

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.