Michael Smith is a financial advisor with Empower Advisory Group holding a Series 66 designation and six years of industry experience. His prior work includes roles at PNC Investments, Fidelity Investments, and Edward Jones. He is based in West Melbourne, Florida. 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 clients. The firm’s integrated approach combines proprietary and third-party planning tools focused on long-term portfolio returns and client savings rates.

Jamie Mackenzie is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Truist Advisory Services since 2016 and Truist Investment Services since 2015. Outside of his advisory role, Mackenzie owns a life coaching business and operates multiple online retail ventures, including photography sales and an Amazon influencer website. 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, participant advice, and a manager‑selection program implemented through a combination of discretionary and non‑discretionary strategies supported by third‑party platforms and research.

Theodore Peters is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked at Truist Advisory Services since 2016 and was previously with Global Assets Advisors, LLC from 2002 to 2005. Outside of his advisory work, he co-owns an e-commerce business that sells custom-designed t-shirts. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and consulting, supported by third-party platforms and AI-enabled research tools, to offer asset allocation, fiduciary support, and manager selection through its AMC Advantage program.

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 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.

Jerald Rubin is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 38 years of industry experience. He has worked at Commonwealth since 2016 and has been the owner of JG Rubin Financial Services since 1993. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, and operational support, allowing affiliated advisors discretion in portfolio construction alongside managed model portfolios developed by the firm’s Investment Management and Research team.

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.

Jordan Grimm is a financial advisor with Empower Advisory Group in Cocoa Beach, FL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Empower Financial Services since 2016 and joined Empower Advisory Group in 2026. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Justin Connors is a financial advisor with Independent Financial Partners, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has worked at Independent Financial Partners since 2010 and at LPL Financial from 2009 to 2019. Outside of his advisory work, he is involved with the Justin and Corine Connors Foundation, a family foundation that annually donates proceeds to selected charities. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable expertise in retirement-plan advisory and pension consulting.