Kevin Smith is a CFP® professional with 17 years of industry experience. He has been with Wealthspire Advisors since 2018 and previously worked at Pagnatokarp Partners, LLC. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with around 220 advisors and nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation approach and providing wealth management, financial planning, and retirement-plan consulting services.

James Ostrander is a financial advisor at Savant Wealth Management with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at FirstWave Financial, INVEST Financial Corp., and Seacoast National Bank. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs a blended investment approach combining evidence-based asset allocation with actively managed strategies and maintains approximately $55.6 billion in assets under management.

Michael Adams is a financial advisor at Brookstone Capital Management LLC, holding a Series 65 designation with one year of industry experience. He has worked at Amerilife and Health Services since 1994. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, trusts, and business entities. The firm employs strategic and dynamic asset allocation models and offers discretionary portfolio management through its turnkey asset management platform and wrap-fee program.

Krist Hammargren is a financial advisor at PNC Wealth Management with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Wells Fargo Clearing, Regions Bank, Cetera, and INVEST Financial Corp. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and approved investment models managed by PNC or third-party strategists.

Justin Robertson is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 25 years of industry experience, including roles at Bank of America, Merrill, and BB&T. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and manager-selection programs, combining discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Spencer Blair is a financial advisor at Focus Partners Wealth, LLC with Series 66 and Series 63 credentials and three years of industry experience. His prior roles include positions at Truist Advisory Services, Charles Schwab, and military service with the Army National Guard. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients through a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, emphasizing tax- and fee-sensitive, long-term portfolio construction.

Darrell Wollmer is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab & Co., Inc. since 2017, joining Schwab Wealth Advisory in 2022. His prior work includes roles at Twin Rivers Golf Club and Herc Rentals. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations based on Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority.

Thomas Vickers III is a financial advisor at Private Advisor Group, LLC with 43 years of industry experience. He holds the ChFC® designation and the Series 63 license. Vickers has worked at Private Advisor Group since 2014 and has been affiliated with LPL Financial since 2002. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm emphasizes a fiduciary-based model and utilizes both proprietary and third-party investment solutions across multiple strategies.

Richard Milliard is a financial advisor at Benjamin F. Edwards & Company, Inc. with 34 years of industry experience. He holds a Series 63 designation and has been with Benjamin F. Edwards since 2015. Outside of his advisory role, he serves as president of the Summer Brook of Melbourne Homeowners Association. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services, utilizing both discretionary and non-discretionary wrap programs with multiple portfolio strategies monitored by an Investment Strategy Committee.

Bud Nicol is a financial advisor with SPC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been associated with SPC since 2012 and has a longstanding career that includes roles at Sigma Financial Corporation and Retirement Lifestyle Planning Inc. Nicol is also involved in the sale of various insurance products, including fixed annuities and life insurance, through his business Retirement & Lifestyle Planning LLC. SPC serves a diverse client base that includes individual investors, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that integrates affiliated broker-dealers and insurance agencies to offer a broad range of fiduciary and non-fiduciary retirement services.

Laura Chiesman is a CFP® professional with 24 years of experience in the financial services industry. She is currently with Savant Wealth Management and previously spent over two decades at Firstwave Financial, including its predecessor CPA Wealth Management Services. She is a sole shareholder of Chiesman Holdings, LLC, and holds a 50% ownership in Sky to Sea Publishing. Savant Wealth Management provides comprehensive wealth management, portfolio management, and financial planning services to individuals, families, and institutional clients. The firm employs a blend of evidence-based and actively managed investment strategies and supports its offerings with accounting, legal, and trust services through affiliated entities.

Robert Devries is a financial advisor at Savant Wealth Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Firstwave Financial Inc (formerly CPA Wealth Management Services) for 11 years before joining Savant in 2024. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, and family office services. The firm uses a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by in-house accounting, legal, and trust affiliates.

Tyler Witzel is a financial advisor with First Command Advisory Services in Indian Harbour Beach, FL, holding a Series 66 designation and seven years of industry experience. He has worked extensively with various entities within the First Command organization since 2018 and served in the U.S. Army from 2015 to 2019. Outside of his advisory role, he operates Tyler Witzel LLC, which he uses to manage his First Command business activities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team that selects and monitors model portfolios and third-party managers from approved universes.

Richard Frontera is a financial advisor with Equity Services, Inc. in Melbourne, FL, holding a Chartered Financial Consultant (ChFC®) designation and Series 63 license. He has 48 years of industry experience and has been with Equity Services and National Life Group since 1991. Outside of his advisory role, he is an insurance sales agent and supervises agents selling life, disability, health insurance, and annuities. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios with a mix of long-term and shorter-term investment strategies.

Lauren Lawler is a CFP®-credentialed financial advisor with 14 years of industry experience, currently affiliated with Benjamin F. Edwards & Company, Inc., where she has worked since 2014. She serves as a Director at Large for the Brevard County Estate Planning Council in Melbourne, FL. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of strategies monitored by an Investment Strategy Committee.

Thomas Leone is a Series 66 licensed financial advisor with Merrill, based in Palm Bay, Florida, and has six years of industry experience. His prior work includes roles at Bank of America, Axiom Bank, and Dean Foods. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patrycja Skierski is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation and previously worked at Merrill and Bank of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and manages model portfolios delivered to intermediary platforms.

Marcel Pope is a CFP®-certified financial advisor with LPL Financial, where he has worked since 2003, bringing 29 years of industry experience. His career includes a focus on non-variable insurance and he is involved in educating clients about pre-need burial and cremation insurance and services. Additionally, he owns a business unrelated to investment advisory and serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, employing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Sandra Gunthorpe is a financial advisor at Edward Jones in Melbourne, FL, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at Gorilla Rides LLC, LJC Properties LLC, and H & R Block. Outside of advising, she owns a booth at America's Antique Mall where she sells antique and vintage household items. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Michael Rowland is a Certified Financial Planner (CFP®) with 18 years of experience in the financial services industry. He has worked at Raymond James & Associates since 2019 and previously spent nine years with UBS Financial Services Inc. in Melbourne, FL. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and specialized municipal advisory services.