Ronald Maslanka is a financial advisor at Janney Montgomery Scott with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney since 2010. 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, corporations, retirement plan sponsors, charitable organizations, and municipalities, offering a range of brokerage, financial planning, and advisory services.

Lawrence Trendell is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has worked with PNC investments since 2015. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, discretionary online account that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

John Miavez is a financial advisor with AE Wealth Management, LLC holding a Series 66 designation and one year of industry experience. He previously worked at OneAmerica Securities, American United Life, and American Heritage Financial. His other business activities include non-variable insurance sales, such as fixed life and fixed annuities. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes standardized model and platform services, managing approximately $49.8 billion for over 127,000 clients across 444 advisors.

Douglas Moline is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Janney Montgomery Scott since 2008. 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 broad range of clients including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Steven Rusnak III is a financial advisor with Commonwealth Financial Network in Stuart, FL, holding a Series 66 designation and possessing 20 years of industry experience. He has been with Commonwealth since 2007 and is also associated with Strategic Retirement Group since 2005. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and customized investment solutions.

Michael Effron is a financial advisor with Guardian Life and holds the Series 63, Series 65, and Series 66 designations. He has 26 years of industry experience and has worked at firms including Invesco Advisers, Cambridge Investment Research, and Park Avenue Securities. Outside of his advisory role, he is involved as the owner of New England Funds LLC, engaged in trading activities. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individual, corporate, charitable, and retirement plan clients through brokerage services, financial planning, and investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships, utilizing both proprietary and third-party model portfolios.

Melissa Larson is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has worked at firms including Raymond James & Associates, Inc., Morgan Stanley, and Wells Fargo Clearing. Outside of her advisory role, she is an Independent Consultant for Arbonne International, a health and wellness direct selling business. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, and charitable organizations with a range of investment advisory and financial planning services.

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.

Nicholas Avsec is a financial advisor at Lincoln Investment with 10 years of industry experience. He holds the Series 66 designation and has been with Lincoln Investment since 2017. In addition to his role at Lincoln, he has been affiliated with Legend Advisory Group since 2015. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs, managing a mix of in-house and third-party strategies using both strategic and tactical approaches.

Lisa Brumfield is a financial advisor at Lincoln Investment with 13 years of industry experience. She holds a Series 65 designation and has worked at Lincoln Investment since 2017. Prior to that, she was with Legend Advisory Corporation and Legend Equities Corporation. Outside of her advising role, she participates annually as a bartender at the Honda Classic golf tournament. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of investment programs managed through both strategic and tactical approaches, overseeing approximately $22.9 billion in advisory assets.

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 with Ameritas Advisory Services, LLC, holding a Series 66 designation and 22 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has over two decades of involvement with various Ameritas entities and his own firm, Keaney Financial Services Corp. He serves as a board member of the Economic Council of Martin County, a local organization focused on business community growth. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes a range of investment strategies, serving clients through affiliated representatives and a dedicated investment committee.

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 financial advisor with Commonwealth Financial Network in Stuart, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Commonwealth since 2007 and also operates Strategic Retirement Group. Outside of advisory services, he owns Hartman Financial Services, LLC, a private entity for securities business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including custom and model portfolio solutions, while providing operational and compliance support to affiliated advisors.

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.

Robert Loeb is a CFP® professional with 39 years of experience in the financial services industry. He is affiliated with Kestra Advisory and Kestra Investment Services, where he has worked since 2016, and he is also the owner of Westchester Benefit Group, a firm he has led since 1993. Outside of his advisory work, Loeb serves as president of the N. Salem Lions, a community and charitable organization, and acts as trustee of the Thomas J. Kaplan Estate. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services that include fiduciary consulting, plan design, and employee education. The firm manages substantial assets and serves diverse clients, including very large institutional investors and sovereign wealth funds, while utilizing multiple management platforms and third-party solutions within its supervisory framework.

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 licenses and over 12 years of industry experience. He has worked with Wells Fargo Advisors, Wells Fargo Bank, and Wells Fargo Clearing before joining Empower Advisory Group, where he currently serves clients. Empower Advisory Group provides financial planning and investment management 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 approach linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.