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 in Stuart, FL. She holds a Series 66 designation and has three years of industry experience. Prior to joining Foundations in 2026, she worked with firms including Transce3nd LLC and e3 Consultant Group. Outside of her advisory role, she is the president and founder of Surefire Financial, where she oversees insurance advising. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.

Christopher Sherer is a financial advisor with Kovack Advisors, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior roles include positions at Securities America Inc., Gunnallen Financial, Inc., and Raymond James Financial Services, Inc. Sherer is also licensed as an insurance agent, although he rarely writes policies. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, offering discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services.

Rafat Jadon is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes prior roles at Woodbury Financial Services, Questar Capital Corporation, Foresters Equity Services, and National Planning Corporation. Outside of advisory work, he is involved in insurance services through his own brokerage and leads an insurance marketing company. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients, managing approximately $2.88 billion across proprietary and third-party strategies. The firm supports a network of advisers by executing trades, rebalancing, and overlay management within selected investment strategies.

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.

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 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.