Tilden Sowdon is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Simplicity Wealth, LifePro Asset Management, GWN Securities, THE O.N. Equity Sales Company, and Ohio National Financial Services. Outside of advisory work, he serves on the board of Lester Development Corp and is an independent insurance agent. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering portfolio management and comprehensive financial planning through independent advisors and sub-advisors.

Jeffrey Banack is a Series 66-licensed advisor at Truist Advisory Services with one year of industry experience. His prior roles include positions at Bank of New York and Truist Bank, as well as experience with the University of Central Florida and One Way Valet. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled tools to support investment decisions.

Peter Avonda is a CFP® and ChFC® with 24 years of industry experience. He currently advises at Steward Partners Investment Advisory, LLC and related Steward Partners entities, having previously worked at Raymond James & Associates for 14 years. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, institutions, and charitable organizations with a range of advisory and financial planning services. The firm offers both discretionary and non-discretionary portfolio management through Steward Partners-branded solutions and third-party managers, supported by a coordinated due-diligence process and multiple custodial partnerships.

Trevor Durham is a financial advisor with Bankers Life Advisory Services, Inc. in Port St Lucie, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior experience includes service in the United States Navy from 2020 to 2022 and roles at various entities within the Bankers Life organization since 2018. In addition to his advisory work, he is appointed as an insurance agent helping clients with Medicare plans, life insurance, and annuities. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations aligned with clients’ goals and risk tolerances.

Druann Carter is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 designations and 26 years of industry experience. Prior to joining Steward Partners in 2026, she worked for Raymond James & Associates for 15 years. She is also a managing member of DZC Holdings LLC, a business she runs with her husband. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment adviser 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, offering a range of investment advisory and financial planning services.

Kimberly Payne is a Series 66-licensed financial advisor with Truist Advisory Services, bringing 10 years of industry experience. Her prior roles include positions at BB&T Securities and PNC Investments. Outside of her advisory work, she operates small businesses selling handmade art, jewelry, and household items on platforms such as Etsy, eBay, and Poshmark. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment approach.

Brian Ake is a financial advisor at Commonwealth Financial Network with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Outside of advising, he is involved in fixed insurance sales on a limited basis. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Michael Donnelly is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Port St. Lucie, FL, holding Series 63 and Series 65 credentials and with 40 years of industry experience. He has been with Equity Services, Inc. and National Life of Vermont since 2000. Outside of his advisory work, he is president of Donnelly Group, Inc., providing consulting on marketing ideas, and serves as a life member and trustee of the Ferrisburgh Volunteer Fire Department in Vermont. Equity Services, Inc. offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

James Mc Kenna Jr. is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Janney Montgomery Scott and its predecessors continuously since 1992. 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, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory programs.

Barry Whalen is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Janney Montgomery Scott 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 wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Joseph Jones IV is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He previously worked at Raymond James and Associates for 14 years before joining Steward Partners in 2026. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing investment advisory, financial planning, and pension consulting through various portfolio management solutions.

Michael Sorvillo is a financial advisor with TIAA-CREF and holds the Series 66 designation. He has seven years of industry experience, including five years at Edward Jones prior to joining TIAA-CREF. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management using model and customized portfolios under a fiduciary standard.

David Banack is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Truist Advisory Services since 2016 and has worked at Truist Investment Services, Inc. since 2011. 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 combines discretionary manager relationships and non-discretionary consulting, leveraging third-party platforms and AI-enabled research to support its AMC Advantage manager-selection program.

Emmelis Keaney is a financial advisor at Ameritas Advisory Services, LLC with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has worked in various roles within Ameritas since 2013. Keaney also operates Keaney Financial Services Corp and is the founder of Disability Insurance Queen, a brand focused on education and insurance solutions related to disability income insurance. Additionally, she teaches business, finance, and entrepreneurship courses at Indian River State College. 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 offers a range of asset management and financial planning programs, utilizing model portfolios, mutual funds, ETFs, and individual securities, and maintains a corporate structure that integrates affiliated broker-dealer, investment, and insurance entities.

Jessica Jade Valentini is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. She has three years of industry experience and previously worked at World Ventures Inc. Valentini serves as president of Omni Professional Security and Network Lead Exchange, a lead exchange group, supporting member meetings and maintaining structure. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and advisory services to individuals, institutions, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Andrew Ingeman is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He has been with Janney Montgomery Scott since 2009 and holds a Series 63 designation. 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, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Ashley Crotwell is a CFP® professional with six years of industry experience, currently serving at Mesirow Financial Investment Management, Inc. She has held prior roles at Sequoia Financial Group, Sequoia Financial Advisors, Triad Financial Advisors, and Bankers Life. Her background also includes six years at United Technologies. Mesirow Financial Investment Management, Inc.’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning services to a range of clients, including individuals, pension plans, government entities, and charitable organizations. The firm uses both proprietary and third-party investment products, applying quantitative and qualitative due diligence to construct diversified portfolios.

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.