Kristen Whitten is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. She holds a Series 63 designation and has been with Janney Montgomery Scott since 2009. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs.

William Dunn IV is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes positions at LPL Financial, Next Financial Group, INVEST Financial Corp., First Allied Advisory Services, and Cetera Investment Services. He is also an author. Private Advisor Group, LLC serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s fiduciary-based advisory model combines client goal assessment with investment strategies implemented through multiple technology platforms and third-party managers.

Robert Loeb is a CFP® professional with 40 years of industry experience, currently affiliated with Kestra Advisory Services. He has been with Kestra since 2016 and also leads Westchester Benefit Group, where he has served since 2003. Outside of his advisory roles, Loeb is active in community service as President of the N. Salem Lions Club and serves as a trustee for the Thomas J. Kaplan Estate. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as plan design, fiduciary consulting, and employee education, supporting investments with due diligence and serving large institutional clients, including sovereign wealth funds.

Michael Dadko is a CFP® with 28 years of industry experience and has been with Janney Montgomery Scott since 2016. He serves as a trustee of the Stuart/Martin County Chamber of Commerce and holds several community roles including membership on the Florida 19th Circuit Judicial Nominating and Grievance Committees, as well as chairing the finance council at Holy Redeemer Catholic Church. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base with a range of advisory and brokerage services, offering both in-house and third-party portfolio management across multiple programs.

William Mondragon is a financial advisor with Empower Advisory Group in Port Saint Lucie, FL, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, NA, and GWFS Equities. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and savings rates, delivered through platforms affiliated with Empower.

Robert Metz Jr. is a financial advisor at Guardian Life with five years of industry experience and holds a Series 66 designation. Prior to his current role, he worked at Edward Jones for four years and served in law enforcement with Allegheny County Police for six years. Guardian Life, through its Park Avenue Wealth Management subsidiary, provides brokerage and advisory services to individuals, corporations, and organizations, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment solutions.

Tilden Sowdon is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Simplicity Wealth, LifePro Asset Management, GWN Securities, THE O.N. Equity Sales Company, and Ohio National Financial Services. Outside of advisory work, he serves on the board of Lester Development Corp and is an independent insurance agent. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering portfolio management and comprehensive financial planning through independent advisors and sub-advisors.

Jeffrey Banack is a Series 66-licensed advisor at Truist Advisory Services with one year of industry experience. His prior roles include positions at Bank of New York and Truist Bank, as well as experience with the University of Central Florida and One Way Valet. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled tools to support investment decisions.

Trevor Durham is a financial advisor with Bankers Life Advisory Services, Inc. in Port St Lucie, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior experience includes service in the United States Navy from 2020 to 2022 and roles at various entities within the Bankers Life organization since 2018. In addition to his advisory work, he is appointed as an insurance agent helping clients with Medicare plans, life insurance, and annuities. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations aligned with clients’ goals and risk tolerances.

Matthew Chiccuarelli III is a financial advisor with Commonwealth Financial Network in Malden, MA. He holds the ChFC® designation and Series 63 license and has 16 years of industry experience. He has been with Commonwealth Financial Network since 2008. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management support to its advisors.

Kimberly Payne is a Series 66-licensed financial advisor with Truist Advisory Services, bringing 10 years of industry experience. Her prior roles include positions at BB&T Securities and PNC Investments. Outside of her advisory work, she operates small businesses selling handmade art, jewelry, and household items on platforms such as Etsy, eBay, and Poshmark. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment approach.

Brian Ake is a financial advisor at Commonwealth Financial Network with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Outside of advising, he is involved in fixed insurance sales on a limited basis. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Michael Donnelly is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Port St. Lucie, FL, holding Series 63 and Series 65 credentials and with 40 years of industry experience. He has been with Equity Services, Inc. and National Life of Vermont since 2000. Outside of his advisory work, he is president of Donnelly Group, Inc., providing consulting on marketing ideas, and serves as a life member and trustee of the Ferrisburgh Volunteer Fire Department in Vermont. Equity Services, Inc. offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

James Mc Kenna Jr. is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Janney Montgomery Scott and its predecessors continuously since 1992. 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 a range of brokerage, financial planning, and advisory programs.

Barry Whalen is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Janney Montgomery Scott 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 wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Michael Sorvillo is a financial advisor with TIAA-CREF and holds the Series 66 designation. He has seven years of industry experience, including five years at Edward Jones prior to joining TIAA-CREF. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management using model and customized portfolios under a fiduciary standard.

David Banack is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Truist Advisory Services since 2016 and has worked at Truist Investment Services, Inc. since 2011. 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, leveraging third-party platforms and AI-enabled research to support its AMC Advantage manager-selection program.

Jessica Jade Valentini is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. She has three years of industry experience and previously worked at World Ventures Inc. Valentini serves as president of Omni Professional Security and Network Lead Exchange, a lead exchange group, supporting member meetings and maintaining structure. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and advisory services to individuals, institutions, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Andrew Ingeman is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He has been with Janney Montgomery Scott since 2009 and holds a Series 63 designation. 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 a range of brokerage, financial planning, and advisory services.

Ashley Crotwell is a CFP® professional with six years of industry experience, currently serving at Mesirow Financial Investment Management, Inc. She has held prior roles at Sequoia Financial Group, Sequoia Financial Advisors, Triad Financial Advisors, and Bankers Life. Her background also includes six years at United Technologies. Mesirow Financial Investment Management, Inc.’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning services to a range of clients, including individuals, pension plans, government entities, and charitable organizations. The firm uses both proprietary and third-party investment products, applying quantitative and qualitative due diligence to construct diversified portfolios.