Aleia Macdonald is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. She is affiliated with CG Advisory Services and has held positions at firms including LPL Financial, GENEOS Wealth Management, and Advanced Wealth Strategies. Outside of financial advising, she is involved in the hospitality industry as a host and carry-out staff at Art and Jakes Sports Bar. CG Advisory Services is an SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management through proprietary and customized models, financial planning, and consulting services, utilizing a combination of fundamental and technical research as well as AI tools to support investment decisions.

Nathaniel Gornitzky is an advisor with Great Valley Advisor Group, LLC, holding a Series 66 credential and bringing two years of industry experience. His prior work includes roles at LPL Financial and various positions outside the financial sector. He is also involved in dog training through an outside employment activity. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser that serves individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight using a combination of in-house strategies and third-party managers.

Mohaun Kugaraj is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds the Series 66 designation and has previously worked at SS&C Advent and Northwestern Mutual. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Robert Tweeddale is a financial advisor with Truist Advisory Services, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 20 years of industry experience, including ten years at Merrill and Bank of America prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration, to deliver portfolio management and fiduciary support.

Michelle Boyce is a financial advisor with Guardian Life who holds a Series 66 credential and has 13 years of industry experience. She previously worked at Hornor Townsend & Kent Inc. and Penn Mutual Life Insurance Company. Outside of her advisory role, she is engaged in life insurance brokerage and serves as a trainer for other advisors in the LEAP system. Guardian Life’s Park Avenue Securities provides a range of brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers advisor-led discretionary management alongside model-based strategies and integrates insurance and alternative investment products through its connection with Guardian Life.

Michael Tommeraas is a financial advisor at Janney Montgomery Scott in Stuart, FL, holding a Series 66 designation with 18 years of industry experience. He has been with Janney Montgomery Scott since 2011. Outside of his advisory role, he is a member of 16 Hemingway, LLC, an entity that holds boats owned by two individuals. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through various managed account programs.

Ambika Ramdehal is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. She holds a Series 65 designation and has prior experience working at AmeriLife and in educational roles with Indian River School District and St Lucie Public Schools. Outside of finance, she has operated Ambika's Music Academy, LLC. 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 RIAs, sovereign wealth funds, and banking institutions.

Joseph Sullivan is a financial advisor with Truist Advisory Services in Port St. Lucie, FL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities before joining SunTrust Advisory Services in 2017. Outside of his advisory role, he is involved in managing several family-owned business entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Theresa Mcmasters is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and 26 years of industry experience. Her prior career includes nine years at Raymond James & Associates and ten years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. In addition to her advisory work, she owns and operates McMasters Gallery & Studios, where she works as a photographer. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

Allison Daniel is a financial advisor at Steward Partners Investment Advisory, LLC with a Series 66 designation. She has one year of industry experience and previously held roles at The Breakers and worked in higher education at Florida State University and Indian River State College. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account programs through a combination of proprietary and third-party portfolio management solutions.

Kenneth Guntkowski is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has 23 years of industry experience, including roles at Ameritas Investment Corp and Ameritas Life Insurance Corp. Outside of finance, he operates Marisol's Photography Inc., providing photography services for church events, weddings, and other occasions. Ameritas Advisory Services, LLC offers investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm uses various investment strategies, including model portfolios, mutual funds, ETFs, and individual securities, and provides both discretionary and non-discretionary management programs.

Rhona Macleod is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation and has a prior 20-year career at Truist Bank. Outside of her advisory role, she operates Quirky Wares, an eBay consignment sales business. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, using a blend of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Ronald Maslanka is a financial advisor at Janney Montgomery Scott with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney since 2010. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipalities, offering a range of brokerage, financial planning, and advisory services.

Lawrence Trendell is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has worked with PNC investments since 2015. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, discretionary online account that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

John Miavez is a financial advisor with AE Wealth Management, LLC holding a Series 66 designation and one year of industry experience. He previously worked at OneAmerica Securities, American United Life, and American Heritage Financial. His other business activities include non-variable insurance sales, such as fixed life and fixed annuities. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes standardized model and platform services, managing approximately $49.8 billion for over 127,000 clients across 444 advisors.

Douglas Moline is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Janney Montgomery Scott since 2008. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad range of clients including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Steven Rusnak III is a financial advisor with Commonwealth Financial Network in Stuart, FL, holding a Series 66 designation and possessing 20 years of industry experience. He has been with Commonwealth since 2007 and is also associated with Strategic Retirement Group since 2005. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and customized investment solutions.

Michael Effron is a financial advisor with Guardian Life in Port Saint Lucie, FL, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Invesco Advisers, Cutting Road Capital, and Cambridge Investment Research Advisors. Outside of his advisory work, he is the owner of New England Funds LLC, a trading business based in Boca Raton, FL. Guardian Life’s subsidiary Park Avenue Securities LLC provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based investment strategies, along with financial planning and consulting services tailored to client needs.

Melissa Larson is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has worked at firms including Raymond James & Associates, Inc., Morgan Stanley, and Wells Fargo Clearing. Outside of her advisory role, she is an Independent Consultant for Arbonne International, a health and wellness direct selling business. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, and charitable organizations with a range of investment advisory and financial planning services.

Jeffrey Steinberg is a financial advisor at Cetera Planning Partners with over 31 years of industry experience. He holds the CFP® and ChFC® designations and has a longstanding background in legal practice, working as an attorney since 1991. Prior to his current role, he has been affiliated with several firms within the Cetera and Avantax networks. Outside of advising, Steinberg is a limited partner investor in a credit fund that lends to start-ups and receives referral fees for legal cases he refers. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s approach involves diversified portfolios tailored to client objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.