Mark Kalish is a CFP® with 39 years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC and Family Wealth Solutions. He previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined total of 49 years. Outside of his advisory role, Kalish is involved in business ownership related to managing and owning office buildings through several LLCs. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Christopher Glading is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked in various roles including as a licensed insurance agent and in youth leadership positions within community organizations. His prior work includes engagements with AmeriLife and managing his own advisory firm, Chris Glading Financial Services, LLC. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and various affiliated and proprietary investment products.

Joseph Roddy is a financial advisor with Guardian Life, holding a Series 66 designation and two years of industry experience. He has been with Guardian Life since 2023 and is also affiliated with Park Avenue Securities. Roddy has experience in financial services connected to both organizations. He is based in Port Saint Lucie, Florida, and has previous work history including roles at the University of Miami and Gilmour Academy. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, retirement plan sponsors, charities, and businesses. The firm provides customized financial planning and access to proprietary and third-party investment solutions, combining advisor-led discretionary management with digital advisory tools.

William Pembroke is a financial advisor with Cetera Planning Partners in Port St. Lucie, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles with multiple Cetera entities and Avantax Planning Partners, as well as ownership of a CPA practice since 1991. He serves as Treasurer for a commercial condominium association, where he handles tax filings. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s approach emphasizes diversified allocations aligned with client objectives and risk tolerance and integrates tax planning, estate services, and other offerings through a broad network of affiliated resources.

Bryan Maestre is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works directly with clients to develop strategies tailored to their short-, mid-, and long-term financial goals. He provides ongoing advice and guidance to support clients as their needs evolve. Bryan also connects clients with specialists in banking, credit, home financing, and small business solutions through Bank of America. Bryan's expertise centers on personal investing and financial planning, informed by his role as a Merrill Financial Solutions Advisor and his Professional Investment Advisor (PIA) designation. He leverages the global investing resources of Merrill and the banking convenience offered by Bank of America to assist clients in pursuing their financial objectives. He holds a Bachelor's Degree from Universidad Autonoma del Caribe and is bilingual in Spanish and English.

Gregory Mathey is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary and non-discretionary strategies, supported by third-party platform partnerships and AI-enabled research tools.

Christopher Knight is a CFP® with 27 years of industry experience, currently affiliated with Private Advisor Group, LLC and LPL Financial. He has worked at LPL Financial since 2007 and has been with Private Advisor Group since 2012. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to managed account solutions including proprietary and third-party programs. The firm follows a fiduciary-based advisory model and employs a range of investment strategies, often implementing advice through third-party managers and technology platforms.

James Jessup is a financial advisor with Empower Advisory Group in Port St. Lucie, FL, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Northwestern Mutual and Empower Financial Services, and he also operates a home-based weekend bakery under Florida’s cottage food law called Pie Guys Bakery. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders, using an integrated service model connected to Empower’s recordkeeping and administrative platforms.

Robert Banasiak is a financial advisor with Janney Montgomery Scott holding a Series 63 designation and 60 years of industry experience. He has been with Janney Montgomery Scott since 2013. Janney Montgomery Scott LLC is a large 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs with both in-house and third-party portfolio management.

Charles Morales is a Series 66-registered financial advisor with 17 years of industry experience. He has worked at PNC Investments since 2016 and spent time at J.P. Morgan Securities from 2014 to 2015. Morales is based in Fort Pierce, Florida. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and invests primarily in mutual funds and ETFs with annual rebalancing.

Brandon Buccieri is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 designation and five years of industry experience. He has been with Bankers Life & Casualty since 2015. Buccieri also works as an insurance agent with Bankers Life & Casualty. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, ongoing investment management, and uses a combination of fundamental, technical, and cyclical analysis in its investment approach.

Keith Foley is a financial advisor at PNC Wealth Management with 34 years of industry experience. He has been with PNC Investments since 2012 and holds the Series 63 and Series 65 designations. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third parties.

Kathleen Mc Kenna is a CFP® and holds the Series 66 designation, currently affiliated with Janney Montgomery Scott. She has three years of industry experience and has been with Janney Montgomery Scott in various roles since 2020. Outside of her advisory work, she contributes as an unpaid editor for CFP exam preparation materials at the Boston Institute of Finance. Janney Montgomery Scott LLC is a large 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, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, planning, consulting, and advisory services.

Barry Marsolais is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp since 2014. He holds the Series 63 designation and is based in Port St. Lucie, FL. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, employing fundamental and technical analysis alongside modern portfolio theory.

Darsi Mccarthy is a financial advisor with Creative Planning, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Creative Planning since 2011. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies while integrating selective private market exposure and tax-loss harvesting.

Tiffany Lindo is a financial advisor at SPC with Series 63 and Series 65 credentials and two years of industry experience. She has worked at several firms including Money Concepts Capital Corp and Midflorida Credit Union. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm operates a large advisory network and offers tailored, discretionary investment advice through various account programs, maintaining key relationships with Fidelity and other third-party providers.

April Pearson is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 10 years of industry experience. She has been with Janney since 2016, including time at both Janney Montgomery Scott and its LLC entity. Janney Montgomery Scott LLC is a 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, corporate and retirement plans, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Susan Green is a financial advisor with Eagle Strategies (New York Life) based in Ft. Pierce, FL. She holds Series 63, 65, and 66 designations and has 40 years of industry experience. Susan has been with Eagle Strategies since 2018 and has also worked with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations to meet client objectives and plan sponsor requirements.

Deborah Vincent is a financial advisor at Raymond James & Associates with 26 years of industry experience. She previously worked at UBS Financial Services for 29 years. Vincent holds a Series 63 designation and is based in Stuart, Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kevin Moree is a financial advisor at OSAIC with 42 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services, LPL Financial, and Mutual Service Corporation. Moree is also the owner of Moree Wealth Management & Investment Services, Inc., and serves as a partner at Cornerstone Private Advisors. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance questionnaires and rebalancing tools.