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.

Patrick Nickerson is a financial advisor with PNC Wealth Management, holding a Series 66 designation and three years of industry experience. His career includes roles at Bank of America, Merrill, and Wells Fargo. Outside of finance, he has been involved with Baseline Tutoring and RonJon Surf School. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist account that uses algorithm-driven risk assessments and managed model strategies executed with mutual funds and ETFs.

Jo Ann La Pan is a financial advisor at Benjamin F. Edwards & Company, Inc. with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Benjamin F. Edwards since 2013. Outside of her advisory role, she serves as an executor for her father’s estate in Melbourne, Florida. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, charitable organizations, and institutions. The firm offers a range of fee-based wrap programs and investment strategies, combining discretionary and non-discretionary management with in-house trading and custody services.

Jeffrey Seiverth is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds a Series 66 designation and has previously worked with Advised Assets Group, LLC, GWFS Equities, Inc., Bank of America, N.A., and Merrill. Empower Advisory Group provides financial planning and investment management services 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 model aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Timothy Sallade is a CFP® and CFA® with 10 years of experience in financial advising. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2026, following a 12-year tenure at Lake Tahoe Wealth Management, Inc. His practice is based in Melbourne, FL. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and emphasizes diversified, risk-class based allocations combining passive and active management supported by an internal Investment Committee.

Erin Walters is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and over 21 years of industry experience. She previously worked at Merrill for ten years and spent two years at Rockefeller Capital Management before joining Rockefeller Financial. Outside of her advisory role, 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 individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer with additional services including placement and investment banking.

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 Series 65-licensed advisor with Focus Partners Wealth, LLC, based in Indian Harbour Beach, FL. He has three years of industry experience and has held roles at The Colony Group, Buckingham Strategic Wealth, and Health First. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Cynthia Green is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank since 2017, with prior experience at PNC. Cynthia serves as a board member for Friends of Sally’s House, a nonprofit providing residential housing and support for women recovering from substance abuse. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary strategies supported by inter-affiliate integration and third-party platforms for manager selection and oversight.