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 at Integrity Advisory Solutions with seven years of industry experience. He holds a Series 66 designation and is also the managing partner at Kulas & Crawford, providing legal and planning services as an attorney. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, utilizing fundamental and technical analysis alongside various asset-allocation strategies.

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 Series 66-licensed financial advisor with 13 years of industry experience. She currently works at Guardian Life and Park Avenue Securities, having previously held positions at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of her advisory work, she is involved in multiple insurance brokerage activities and also serves as a trainer for the LEAP system. Park Avenue Securities, an affiliate of Guardian Life, provides brokerage and investment advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering a range of financial planning and investment programs including discretionary and non-discretionary models.

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.

Ian Gregg is a financial advisor with Lincoln Investment, holding a Series 66 designation and 12 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent time at Legend Advisory Corporation and Legend Equities Corporation. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through a combination of advisor-managed and firm-managed model portfolios, supported by an in-house Investment Management & Research team and access to third-party managers.

Kenneth Guntkowski is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include working at Arenal Advisors, Inc. and managing his own business, Marisol's Photography Inc., where he provides photography services for events such as church gatherings, weddings, and parties. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports its advisors with multiple managed account programs, third-party solutions, and comprehensive portfolio management across various custodial platforms.

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.

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.