Natalie Mason is a CFP® with 23 years of industry experience, currently serving with Truist Advisory Services. Her career includes roles at Truist Investment Services, BB&T Securities, SunTrust, Jackson Wealth Management, Raymond James Financial Services, and Banc of America Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary and non-discretionary manager relationships supplemented by AI-enabled equity research and inter-affiliate integration.

Bradley Skipper is a CFA® charterholder and Series 66 licensee with seven years of industry experience. He is currently with RBC Rochdale, LLC and has previously worked at CNR Securities, LLC, Fidelity Investments, and City National Rochdale. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, managing portfolios across various asset classes through proprietary tools and third-party sub-advisors.

Duane Holt is a financial advisor with Transamerica Financial Advisors in Lake Mary, FL. He holds Series 63 and Series 65 licenses and has recent experience at firms including KForce Inc., Wfgia, and ACN Inc. Prior to entering the financial services industry, he worked at Travel and Leisure Co. and Therigy, LLC. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party investment models, with discretionary and non-discretionary program options.

James Petrusky is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist and SunTrust investment firms since 2007. He occasionally assists with a tee shirt and coffee mug design business operated by his wife. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.

Ian Crangle is a financial advisor at Creative Planning with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Creative Planning in 2023, he worked at Ameriprise, Voya Investment Management, and E*Trade Securities. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth and ultra-affluent individuals, institutional plans, and trusts. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Lee Rodriguez Mercado is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds the Series 63 and Series 66 designations and has 10 years of industry experience. He has worked at T. Rowe Price since 2016, with a brief period at Robinhood Financial, LLC from 2021 to 2022. Outside of finance, he owns and manages a video game and merchandise business called GLXY GAMING. T. Rowe Price Advisory Services, Inc. offers the Retirement Advisory Service focused on retirement goals for individual investors and households. The service combines nondiscretionary financial planning and discretionary investment management using proprietary T. Rowe Price mutual funds and ETFs, supported by online tools and financial advisor access.

Elayna Barrison is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and bringing 11 years of industry experience. She has worked at City National Rochdale since 2019 and previously at Koss Olinger & Co., LLC for five years. Outside of her advisory role, she is an independent fantasy author. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment approach that integrates quantitative screening, statistical modeling, and fundamental analysis, offering portfolio and sub-advisory management across a range of asset classes.

Sunita George is a financial advisor with RBC Rochdale, LLC, holding the ChFC® designation and a Series 65 license, with 14 years of industry experience. She previously worked at G A Repple & Company from 2013 to 2017 and has been with CNR Securities, LLC since 2017. Outside of finance, she works as a greeter and front desk staff at a fitness center. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a multi-strategy investment process that combines quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes.

Creig Jardine is a financial advisor with PNC Wealth Management in Deland, FL, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked at PNC since 2010 and previously spent 10 years at Wells Fargo Clearing. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs.

Lawrence Rutledge is a CFP® with 29 years of industry experience, currently serving at Guardian Life and Park Avenue Securities. He has held various roles at Guardian Life since 2008 and Park Avenue Securities since 2019. Rutledge also operates Rutledge Advisory Group, Inc. for marketing purposes. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and advisory services, integrating advisor-led discretionary management with model-based strategies and providing access to insurance products and alternative investments.

Matthew Keister is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including prior roles at Park Avenue Securities and Westshore Financial Group. Outside of his advisory work, he is involved in selling insurance products not offered through Guardian. Guardian Life’s Park Avenue® Wealth Management provides brokerage and advisory services to individuals, corporations, retirement plans, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and investment solutions.

Ricardo De Oliveira is a financial advisor with Truist Advisory Services holding a Series 66 designation and five years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously held positions at Adventhealth Waterman and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary manager relationships and non-discretionary consulting supported by AI-enabled tools and a dedicated Equity Research team.

Scott Martin is a CFP® professional with 42 years of industry experience. He has been with Independent Financial Partners since 2012 and previously worked at LPL Financial. Outside of advising, he is a certified exit planner and serves on the board of a professional condominium association in Lake Mary, FL. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Myles Thurston III is a financial advisor at Guardian Life with 37 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His career includes multiple tenures at Guardian Life and Park Avenue Securities spanning over three decades. Thurston is also involved with Insurance-Innovative Underwriters in an insurance-related capacity. Guardian Life’s Park Avenue® Wealth Management, where Thurston practices, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charities, and businesses. The firm combines advisor-led discretionary management with model-based strategies through proprietary and third-party platforms, providing tailored financial planning and consulting solutions.

Michael D'alessandro is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds the Series 63 and Series 65 designations. His career includes roles at Truist Investment Services, SunTrust Investment Services, and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a mix of discretionary and non-discretionary strategies and offers the AMC Advantage manager-selection program, supported by proprietary research and inter-affiliate integration.

Kendrick Crockett is a financial advisor with Empower Advisory Group holding a Series 66 designation and three years of industry experience. Prior to joining Empower, he worked at Thrivent Financial and PepsiCo. Outside of his advisory role, Crockett is involved in real estate as a licensed broker and owner of a real estate investment business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage account holders. The firm emphasizes long-term portfolio returns through integrated services linked to Empower’s administrative platforms.

Alfred Baker is a CFP® with 44 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Concourse Financial Group Securities Inc and Security Financial Management. He also operates (dba) Solutions Group Wealth, providing advisory services alongside his work at Cetera. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual and institutional clients with a range of portfolio management, financial planning, and retirement services, offering access to multiple investment managers and program options.

Neetu Behl is a financial advisor with Merrill in Deland, FL, holding a Series 66 designation and seven years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2015. Merrill, together 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jon Veneziano is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients in Central Florida since 2003. He holds the designation of Personal Investment Advisor (PIA) and has over 25 years of experience in the financial services industry. In his role, Jon combines traditional financial advice with custom investment strategy development, managing portfolios through a broad selection of Merrill model portfolios and third-party strategies. As a specially qualified Senior Portfolio Advisor, he is able to provide discretionary management of client investment strategies within the Firm’s Investment Advisory Program. His expertise encompasses family wealth management, employee financial health, legacy planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, special needs planning, and sports and entertainment finance. Jon’s approach to wealth management is consultative and objective, focusing on personalized strategies aligned with clients’ long-term goals. Jon holds a Bachelor’s Degree from the University of Hartford. Outside of his professional responsibilities, he participates in community volunteering and dedicates time to personal interests including fishing, golfing, and spending time with his family.

John Cumming is a CFP®-designated financial advisor with Raymond James Financial Services Advisors, Inc., where he has worked since 2009. He has 31 years of industry experience and holds a Series 63 license. Cumming serves as an independent contractor for Edgewater Family Wealth. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and it supports municipal and public finance work through a unique municipal advisor affiliation.