William Pembroke is a financial advisor with Avantax Planning Partners, Inc., holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has previously worked with Cetera Planning Partners and Cetera Wealth Services, among other roles within the Avantax and Cetera networks. Pembroke serves as Treasurer of the PSL Professional Centre Condominium Association, where he prepares the annual federal income tax filing. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets for about 7,500 clients as of the end of 2025.

Matthew Strzelczyk is a Series 65-licensed financial advisor with four years of industry experience. He currently works at AlphaStar Capital Management and has held positions at FMG, Prewire Pros, Intelliflo, Brookstone Capital Management, and Mesirow Financial. Outside of his advisory roles, he is involved with Prewire Pros, LLC. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm manages approximately $2.5 billion in assets across more than 8,400 client relationships and employs strategic and tactical investment approaches utilizing various asset types and third-party portfolio construction technologies.

Lacey Thompson Krul is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 designation and three years of industry experience. She has worked at several firms, including Transce3nd LLC and e3 Consultant Group. Outside of her advisory role, she is president and founder of Surefire Financial, where she oversees insurance advising. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of around 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services, serving individuals, trusts, estates, and registered investment companies.

Christopher Sherer is a financial advisor with Kovack Advisors, Inc. in Stuart, Florida, holding Series 63 and Series 65 licenses with 36 years of industry experience. His prior experience includes roles at Securities America Inc. and Osaic Advisory Services, LLC. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and advisory programs utilizing both internally created models and third-party managers.

Rafat Jadon is a financial advisor at Regal Investment Advisors LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services, Questar Capital Corporation, and National Planning Corporation. In addition to his advisory role, he is involved in insurance services through his own brokerage and marketing businesses. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management to independent advisers and serves a variety of client types, including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party model portfolios with discretionary implementation handled by Regal on behalf of clients.

Ryan Furtwangler is a CFP® with 23 years of industry experience, currently serving at HBKS Wealth Advisors. He has been associated with Purshe Kaplan Sterling Investments since 2009 and holds roles in several related entities established in 2005. Outside of his advisory work, he serves on the board and committees of Molly's House, a charitable organization, and participates in local philanthropic and healthcare fundraising boards. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, providing personalized investment management, financial planning, and pension consulting. The firm employs a variety of strategies and manages accounts using proprietary models and multiple platform arrangements, while also maintaining a range of affiliated businesses and a distinct service offering for high-net-worth clients.

William Lofley is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with HBKS Wealth Advisors and previously worked at Castle Wealth Management and Mari Huff CPA PA. He is also the owner of Flamingo Tax Consulting, LLC, where he provides tax preparation and administration services. HBKS Wealth Advisors serves individual and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a range of strategies and manages accounts using proprietary models and multiple platform arrangements.

Stephen Burleson is a financial advisor at HBKS Wealth Advisors with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Janney Montgomery Scott and Bank of America. In addition to his advisory role, Burleson is involved in the sale of fixed/traditional insurance products. HBKS Wealth Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, retirement plans, and institutional clients. The firm provides personalized investment management, financial planning, and pension consulting, utilizing a diverse range of strategies and proprietary model portfolios.

Joshua Crawford is a financial advisor with Integrity Advisory Solutions and holds a Series 66 designation. He has seven years of industry experience and has worked at firms including Avantax Planning Partners and 1st Global Advisors. In addition to his advisory role, he is an attorney and managing partner at Kulas & Crawford, providing legal and planning services. Integrity Advisory Solutions serves a diverse client base, including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a network model and third-party platforms to deliver customized investment strategies.

Aleia Macdonald is a CFP® with 20 years of industry experience, currently affiliated with CG Advisory Services in Stuart, FL. Her career includes roles at LPL Financial, Advanced Wealth Strategies, GENEOS Wealth Management Inc., and Capital Asset Advisory Services, LLC. Outside of financial advising, she is involved in the hospitality industry as a host and carry-out staff at Art and Jakes Sports Bar in Northville, MI. CG Advisory Services is an SEC-registered adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a largely model-driven investment approach with discretionary portfolio management tailored to client objectives, incorporating fundamental and technical research, options strategies, and access to alternative investments.

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 at Guardian Life with 12 years of industry experience and holds a Series 66 designation. She has previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of her advisory role, she is involved in multiple insurance brokerage activities, including serving as a vice president at a life insurance brokerage and training other advisors in the LEAP system. Park Avenue Securities LLC, where she is currently affiliated, is a broker-dealer and SEC-registered investment adviser serving individual and institutional clients with brokerage services, financial planning, and investment advisory programs, including discretionary and non-discretionary portfolio management and digital advisory solutions.

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.

Kenneth Guntkowski is a financial advisor with Ameritas Advisory Services, LLC, holding the Series 66 designation and having 22 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has a background that includes roles at Arenal Advisors, Inc. and managing his own business, Marisol's Photography Inc., where he provides photography services for events and portraits. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and financial planning through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Rhona Macleod is a financial advisor at Truist Advisory Services with Series 66 registration and over 20 years of experience at Truist Bank. She has been with Truist Advisory Services and its affiliated entities since 2025. Outside of her advisory role, she operates an eBay consignment sales business called Quirky Wares. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager-selection programs through a combination of discretionary and non-discretionary approaches.