Linda Stout is a CFP® with two years of industry experience, currently serving as a financial advisor at Truist Advisory Services. She has held various roles within Truist-affiliated entities since 2008. Outside of her advisory work, Stout is involved in several nonprofit organizations, including serving as Chair Elect for Economic Development at the Development Commission of Space Coast and holding board positions with United Way of Brevard, Junior Achievement of Space Coast, and the Brevard County Estate Planning Council. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, with a notable level of integration among Truist-affiliated entities.

Dawn Dickson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 31 years of industry experience. She holds a Series 63 designation and has been with the firm since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services using both firm-managed and third-party strategies.

Thomas Dinardo is a financial advisor at Truist Advisory Services with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at JPMorgan Chase and Thrivent Financial. 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 employs AI-enabled tools to support investment research and manager selection.

Tarik Kawi is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Commonwealth since 2002. Outside of his advisory role, he serves as a director of a family partnership managing a family estate and owns an entity that provides administrative services to the estate. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions and discretionary model portfolios.

Gregory Pollock is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior roles include long tenures at Merrill and Bank of America. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform, providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services, including access to alternative investments and integrated trust and insurance capabilities.

Matthew Dickson is a financial advisor at Savant Wealth Management in Satellite Beach, FL, holding a Series 65 credential with two years of industry experience. Prior to joining Savant in 2025, he worked at The ETF Store, Inc. for three years and served four years in the U.S. Marine Corps. 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, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Daniel La Forest is a financial advisor with Kestra Advisory in Melbourne, FL, holding a Series 66 license and 17 years of industry experience. His prior work includes roles at ProEquities, NEXT Financial Group, and Smathers Financial Group. Outside of his advisory work, he co-founded the Tuskawilla Tussle Scholarship Fund, which supports local high school students excelling academically and athletically, and is involved as a co-owner and show host of Varsity Sports Network LLC, focused on high school sports broadcasting. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds and other large institutional investors.

Daniel Rendon is a Series 66 licensed financial advisor with First Command Advisory Services, where he has worked since 2021. He has four years of industry experience and previously held roles at Caliburn and Towne Park. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers a range of financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage investment portfolios.

Mollie Sebak is a CFP® with 10 years of experience in financial advising. She is currently with Farther, where she has worked since 2024. Her prior experience includes positions at Financial Life Focus, LLC, Triad Financial Advisors, Inc., and Modera Wealth Management. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing across a range of asset classes.

Maria Sulick is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Savant Wealth Management since 2024 and previously held roles at FirstWave Financial, Woodbury Financial Services, and Schneider Financial Group. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blended investment approach combining evidence-based asset allocation with actively managed strategies, supported by integrated accounting, legal, and trust services.

Susan Mcnamara Musil is a financial advisor at Brookstone Capital Management LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Brookstone since 2018 and previously at Precision Capital Management. Musil is also a licensed insurance agent with Allianz Life Insurance of the United States, authorized to sell annuities and life insurance in Florida. Brookstone Capital Management is an SEC-registered adviser providing 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 registered investment advisers, sovereign wealth funds, and banking institutions.

Ryan Jotkoff is a CFP® professional with 25 years of industry experience. He is currently affiliated with Osaic Advisory Services, LLC and has prior experience at Triad Advisors, Hanlon Investment Management, and his own firm, Jotkoff Financial Services. Outside of advisory work, he serves as a CPA at Jotkoff & Associates, PA, preparing tax returns and payroll forms for clients. Osaic Advisory Services, LLC is an SEC-registered adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement consulting, and related services through multiple advisory program models and a combination of proprietary and third-party platforms.

Daniel Friedlander is a CFP® with 31 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. He has been with United Planners since 2009 and has maintained his own advisory practice since 1988. Outside of advisory work, he is involved in divorce planning and tax preparation services. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of 477 independent advisors.

Patrick Nickerson is a financial advisor with PNC Wealth Management, holding a Series 66 designation and three years of industry experience. His career includes roles at Bank of America, Merrill, and Wells Fargo. Outside of finance, he has been involved with Baseline Tutoring and RonJon Surf School. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist account that uses algorithm-driven risk assessments and managed model strategies executed with mutual funds and ETFs.

Jo Ann La Pan is a financial advisor at Benjamin F. Edwards & Company, Inc. with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Benjamin F. Edwards since 2013. Outside of her advisory role, she serves as an executor for her father’s estate in Melbourne, Florida. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, charitable organizations, and institutions. The firm offers a range of fee-based wrap programs and investment strategies, combining discretionary and non-discretionary management with in-house trading and custody services.

Jeffrey Seiverth is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds a Series 66 designation and has previously worked with Advised Assets Group, LLC, GWFS Equities, Inc., Bank of America, N.A., and Merrill. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Timothy Sallade is a CFP® and CFA® with 10 years of experience in financial advising. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2026, following a 12-year tenure at Lake Tahoe Wealth Management, Inc. His practice is based in Melbourne, FL. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and emphasizes diversified, risk-class based allocations combining passive and active management supported by an internal Investment Committee.

Erin Walters is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and over 21 years of industry experience. She previously worked at Merrill for ten years and spent two years at Rockefeller Capital Management before joining Rockefeller Financial. Outside of her advisory role, she occasionally assists with her husband's fine art business during art shows and festivals. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer with additional services including placement and investment banking.

Max Haspel is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Focus Partners since 2018. His prior experience includes roles at Purshe Kaplan Sterling Investments and Blue Water Advisors LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies alongside private funds and third-party managers.

Michael Barrella is a CFP® professional with 39 years of industry experience, currently serving at SPC and Sigma Financial Corporation since 2013. His prior roles include positions at Ameriprise and Summit Financial Group. Outside of advising, he serves on the board of the Boys and Girls Club of Central Florida, Brevard Chapter, and works as an FINRA arbitrator and expert witness in securities cases; he also officiates high school football and baseball games. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice, with a notable partnership structure involving Fidelity and third-party advisers.