Jacob Schwartz is a financial advisor with Empower Advisory Group in Port St Lucie, FL. He holds a Series 66 designation and has recently transitioned into advisory roles, with prior experience at Empower Financial Services, Hilton Pearl River, and in the hospitality industry. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model linked to Empower’s administrative platforms, with an emphasis on long-term portfolio returns and client savings rates.

Angela Allain is a financial advisor with Commonwealth Financial Network, holding Series 63, Series 65, and Series 66 credentials and bringing 27 years of industry experience. Her prior roles include positions at Citizens Bank, Citizens Securities, MassMutual, MML Investors Services, Triad Advisors, and Quick & Reilly. She has been with Commonwealth Financial Network since 2023. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Nicholas Avsec is a financial advisor with Lincoln Investment in Port Saint Lucie, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Lincoln Investment since 2017 and also works with Legend Advisory Group, where he has been active since 2015. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and manages adaptive investment strategies.

Lisa Brumfield is a financial advisor at Lincoln Investment with 13 years of industry experience. She holds a Series 65 credential and has worked at Lincoln Investment since 2017. Prior to that, she was with Legend Advisory Corporation and Legend Equities Corporation. Outside of her advisory role, she works annually as a bartender at the Honda Classic Golf Tournament. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.

William Simpson Jr. is a financial advisor at Janney Montgomery Scott with 52 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Simpson is based in Stuart, FL. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

Kenneth Feiertag is a financial advisor with Janney Montgomery Scott in Stuart, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, Feiertag serves as president of his local homeowners association and owns multiple enterprises related to thoroughbred horse racing, including horse stables and partnerships in racehorse buying and selling. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with a variety of brokerage, financial planning, and advisory services, utilizing both in-house and third-party asset management across multiple wrap programs and unified managed account platforms.

Allan Hunter is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been associated with Diversified Investors Securities Corp. and Diversified Investment Advisors since 2010. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice programs and investment education services. The firm utilizes Morningstar Investment Management’s proprietary tools for portfolio construction and provides primarily non-discretionary investment solutions to a broad client base.

Ernesto Keaney is a financial advisor at Ameritas Advisory Services, LLC with 23 years of industry experience. He holds a Series 66 designation and has been affiliated with Ameritas and related entities since 2003. Outside of his advisory role, he serves as a board member of the Economic Council of Martin County, a local organization focused on business growth and development. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes various model portfolios, mutual funds, ETFs, and individual securities, offering both discretionary and non-discretionary programs with an expanded product set that includes interval funds and held-away retirement management.

Daniel Peguero is a financial advisor with PNC Wealth Management based in Port St. Lucie, FL. He holds a Series 66 designation and has 15 years of industry experience, including prior roles at Northwestern Mutual, Vital Financial Group, and Wells Fargo. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account that utilizes algorithmic risk assessment and investment strategies managed by PNC or third parties.

Michael Hartman is a Series 66-licensed advisor with Commonwealth Financial Network in Stuart, FL, where he has worked since 2007. He has 23 years of industry experience, including five years at Strategic Retirement Group. Hartman is also the sole owner of Hartman Financial Services, LLC, which operates a securities business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Kristen Whitten is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. She holds a Series 63 designation and has been with Janney Montgomery Scott since 2009. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs.

William Dunn IV is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes positions at LPL Financial, Next Financial Group, INVEST Financial Corp., First Allied Advisory Services, and Cetera Investment Services. He is also an author. Private Advisor Group, LLC serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s fiduciary-based advisory model combines client goal assessment with investment strategies implemented through multiple technology platforms and third-party managers.

Michael Dadko is a CFP® with 28 years of industry experience and has been with Janney Montgomery Scott since 2016. He serves as a trustee of the Stuart/Martin County Chamber of Commerce and holds several community roles including membership on the Florida 19th Circuit Judicial Nominating and Grievance Committees, as well as chairing the finance council at Holy Redeemer Catholic Church. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base with a range of advisory and brokerage services, offering both in-house and third-party portfolio management across multiple programs.

William Mondragon is a financial advisor with Empower Advisory Group in Port Saint Lucie, FL, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, NA, and GWFS Equities. 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 retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and savings rates, delivered through platforms affiliated with Empower.

Michael Piazza is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently affiliated with Steward Partners Investment Advisory, LLC and related entities since 2026. Prior to this, he worked at Raymond James & Associates for nine years and held positions at Bank of America, N.A., and Merrill. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, providing a range of advisory and managed account services.

David Lum is a CFP® with over 41 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James & Associates, Bank of America, and Merrill Lynch. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Carl Torchia is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes roles at SunTrust Investment Services, SunTrust Bank, Suntrust Advisory Services, and BB&T Bank and Investment Services. He is based in Palm City, Florida. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, to provide asset allocation, fiduciary support, and manager selection services.

Brian Havermann is a financial advisor with Brookstone Capital Management LLC in Palm City, FL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Brookstone since 2017 and also operates Havermann Financial Services, where he has been involved since 2000. Additionally, he is engaged in insurance sales through Havermann Financial Services. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm uses strategic and dynamic asset-allocation models and a variety of investment vehicles, and it acts as a sub-advisor to other advisory programs while maintaining partnerships with affiliated asset managers and financial institutions.

Robert Metz Jr. is a financial advisor at Guardian Life with five years of industry experience and holds a Series 66 designation. Prior to his current role, he worked at Edward Jones for four years and served in law enforcement with Allegheny County Police for six years. Guardian Life, through its Park Avenue Wealth Management subsidiary, provides brokerage and advisory services to individuals, corporations, and organizations, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment solutions.

Alexander Barletta is a Series 66 licensed financial advisor with nine years of industry experience. He currently works with Wealth Enhancement Advisory Services, LLC, having previously held roles at Fisher Investments, Bank of America, and Merrill. Barletta is based in Palm City, Florida. Wealth Enhancement Advisory Services (WEAS) serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs an investment process that combines passive and active management with quantitative, momentum, and fundamental analysis, overseen by an internal Investment Committee.