Lisa Hayes is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has worked at Truist Advisory Services and its affiliated entities since 2016, including SunTrust Advisory Services and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and an integrated inter-affiliate operating structure.

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 with Benjamin F. Edwards & Company, Inc. in Melbourne, FL, holding a Series 63 designation and bringing 31 years of industry experience. Her career includes positions at UBS Financial Services and A. G. Edwards & Sons, Inc. Dawn also serves as co-attorney-in-fact in a personal investment-related capacity. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm offers a range of investment and advisory services, including discretionary and non-discretionary managed solutions that utilize proprietary strategies alongside third-party models.

Thomas Dinardo is a financial advisor at Truist Advisory Services in Melbourne, Florida, holding Series 63 and Series 65 licenses with two years of industry experience. He previously worked at JPMorgan Chase for eight years and spent time with Thrivent Financial before joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches along with AI-enhanced research tools and integrated inter-affiliate services.

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. His prior work includes positions at The ETF Store, Inc., and service in the U.S. Marine Corps. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, charitable organizations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated 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 five years of industry experience. He has been with First Command Advisory Services since 2022 and has prior work experience at Caliburn, Towne Park, UCF, and EFSC. First Command Advisory Services, Inc. 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 provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to oversee portfolio construction and management.

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.

Danielle Douglas is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and two years of industry experience. Her prior firms include True Path Financial Design, Imber Wealth Advisors, and Advisory Alpha, LLC. 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 and offers tailored advice through discretionary or non-discretionary authority and an asymmetric rebalancing approach.

Donald Chamberlin III is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Foundations Investment Advisors LLC since 2025. Prior to this, he worked for 14 years at C2P Capital Advisory Group, LLC dba Prosperity Capital Advisors, and has operated The Chamberlin Group as an advisory business since 2003. He also serves as a board member and trustee for the Catlin Tract Homeowners Association. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis to manage portfolios and uses model portfolios with an asymmetric rebalancing approach through a broad network of affiliated offices.

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 experience in the financial services industry. He is currently with Osaic Advisory Services, LLC, where he has worked since 2024, and has previous experience with firms including Triad Advisors, Inc. and Hanlon Investment Management, Inc. Outside of his advisory role, he is a CPA at Jotkoff & Associates, PA, where he prepares tax returns and payroll forms for clients. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement consulting, and related services, utilizing a combination of proprietary and third-party platforms to tailor portfolios to client needs.

Daniel Friedlander is a CFP® with 32 years of industry experience, currently with United Planners' Financial Services of America, where he has worked since 2009. He has maintained his own practice under his name since 1988. Outside of financial advising, he provides divorce planning and tax preparation services. United Planners Financial Services is a national wealth-management enterprise serving a broad client base, including individuals, retirement plans, corporations, and estates. The firm operates through independent Investment Adviser Representatives and employs a combination of custodians, third-party managers, and platform programs to deliver advisory and brokerage services.

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 with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has worked at Benjamin F. Edwards since 2013 and previously worked at UBS Financial Services and A. G. Edwards & Sons, Inc. Since 2009, she has served as executor for her father’s estate, performing general banking duties outside trading hours. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of advisory and brokerage services featuring proprietary and third-party investment strategies, including managed solutions combining active and passive approaches.

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.