Erin Walters is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and bringing 22 years of industry experience. Her career includes roles at Merrill, Morgan Stanley, and Robert Baird & Co. Outside of her advisory work, she occasionally assists with her husband’s fine art business during art shows and festivals. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth clients, offering a range of portfolio management, financial planning, and brokerage services through a Private Advisor model and a consolidated investment platform.

Max Haspel is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Focus Partners since 2018. His prior experience includes roles at Purshe Kaplan Sterling Investments and Blue Water Advisors LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies alongside private funds and third-party managers.

Michael Barrella is a CFP® professional with 39 years of industry experience, currently serving at SPC and Sigma Financial Corporation since 2013. His prior roles include positions at Ameriprise and Summit Financial Group. Outside of advising, he serves on the board of the Boys and Girls Club of Central Florida, Brevard Chapter, and works as an FINRA arbitrator and expert witness in securities cases; he also officiates high school football and baseball games. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice, with a notable partnership structure involving Fidelity and third-party advisers.

William Margolis is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 34 years of industry experience, including over 18 years with Park Avenue Securities and Guardian Life. He serves as power of attorney for family members' trusts and personal matters. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Dan Delzingaro is a Series 66 licensed financial advisor with First Command Advisory Services in Indian Harbour Beach, FL. He has four years of industry experience, including prior service with First Command Insurance Services and First Command Brokerage Services. Before his financial advisor career, he served six years in the United States Air Force. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select model portfolios and third-party managers.

Matthew Bourlier is a financial advisor with Focus Partners Wealth, LLC based in Indian Harbour Beach, FL. He holds a Series 65 designation and has three years of industry experience. Prior to joining Focus Partners, he worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Cynthia Green is a financial advisor with Truist Advisory Services in Melbourne, FL, holding Series 63 and Series 66 designations and 14 years of industry experience. She has been with SunTrust Advisory Services and its affiliated entities since 2017 and previously worked at PNC in 2016. Outside of her advisory role, Cynthia serves as a board member for Friends of Sally's House, an organization that supports residential housing and recovery programs for women and their children. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Kevin Smith is a CFP® professional with 17 years of industry experience. He has been with Wealthspire Advisors since 2018 and previously worked at Pagnatokarp Partners, LLC. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with around 220 advisors and nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation approach and providing wealth management, financial planning, and retirement-plan consulting services.

James Ostrander is a financial advisor at Savant Wealth Management with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at FirstWave Financial, INVEST Financial Corp., and Seacoast National Bank. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs a blended investment approach combining evidence-based asset allocation with actively managed strategies and maintains approximately $55.6 billion in assets under management.

Michael Adams is a financial advisor at Brookstone Capital Management LLC, holding a Series 65 designation with one year of industry experience. He has worked at Amerilife and Health Services since 1994. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, trusts, and business entities. The firm employs strategic and dynamic asset allocation models and offers discretionary portfolio management through its turnkey asset management platform and wrap-fee program.

Alfred Crake is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 38 years of industry experience. His career includes roles at Truist Investment Services and Bb&T Securities. He is based in Melbourne, FL. 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 third-party platform arrangements.

Justin Robertson is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 25 years of industry experience, including roles at Bank of America, Merrill, and BB&T. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and manager-selection programs, combining discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Spencer Blair is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Truist Advisory Services, Charles Schwab, and served six years in the Army National Guard. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies along with third-party managers and private funds.

Darrell Wollmer is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His career includes roles at Charles Schwab & Co., Inc. since 2017 and Schwab Wealth Advisory since 2022, along with prior positions in the equipment rental and golf club industries. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients in the Schwab Wealth Advisory program and selected referrals, using asset-allocation models and internal research tools. The firm offers tailored recommendations with client authorization for trades, focusing on mutual funds, ETFs, separately managed accounts, and alternative investments.

Thomas Vickers III is a financial advisor at Private Advisor Group, LLC with 43 years of industry experience. He holds the ChFC® designation and the Series 63 license. Vickers has worked at Private Advisor Group since 2014 and has been affiliated with LPL Financial since 2002. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm emphasizes a fiduciary-based model and utilizes both proprietary and third-party investment solutions across multiple strategies.

Lina Millares is a financial advisor at Truist Advisory Services with 20 years of industry experience. She holds a Series 66 designation and has worked at Truist Advisory Services since 2018, as well as at UBS Financial Services and Ameriprise earlier in her career. Outside of her advisory role, she serves as Vice President of Del Val Investment Group, a real estate investment company involved in property acquisitions and project oversight. Truist Advisory Services provides investment consulting and advisory services to individuals, retirement plan sponsors, corporate clients, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, combining discretionary and non-discretionary approaches supported by inter-affiliate integration and AI-enabled research tools.

Richard Milliard is a financial advisor at Benjamin F. Edwards & Company, Inc. with 34 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Charles Schwab. Outside of his advisory role, Milliard serves as President of the Summer Brook of Melbourne Homeowners Association. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage services, insurance products, and certain M&A advisory services.

Bud Nicol is a financial advisor with SPC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been associated with SPC since 2012 and has a longstanding career that includes roles at Sigma Financial Corporation and Retirement Lifestyle Planning Inc. Nicol is also involved in the sale of various insurance products, including fixed annuities and life insurance, through his business Retirement & Lifestyle Planning LLC. SPC serves a diverse client base that includes individual investors, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that integrates affiliated broker-dealers and insurance agencies to offer a broad range of fiduciary and non-fiduciary retirement services.

Laura Chiesman is a CFP® professional with 24 years of experience in the financial services industry. She is currently with Savant Wealth Management and previously spent over two decades at Firstwave Financial, including its predecessor CPA Wealth Management Services. She is a sole shareholder of Chiesman Holdings, LLC, and holds a 50% ownership in Sky to Sea Publishing. Savant Wealth Management provides comprehensive wealth management, portfolio management, and financial planning services to individuals, families, and institutional clients. The firm employs a blend of evidence-based and actively managed investment strategies and supports its offerings with accounting, legal, and trust services through affiliated entities.

Keith Moore is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 27 years of industry experience. He previously worked for Concourse Financial Group Securities Inc. for 12 years before joining Kestra in 2022. Moore serves as Chief Operating Officer for both Kestra Advisory Services and Security Financial Management, overseeing operations and compliance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.