Robert Metz Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and five years of industry experience. Prior to joining Guardian Life and Park Avenue Securities in 2025, he worked at Edward Jones from 2021 to 2025 and served with the Allegheny County Police from 2012 to 2018. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs, including discretionary and non-discretionary relationships, with model portfolios from in-house and third-party managers.

Tilden Sowdon is a financial advisor at TLG Advisors, Inc. with 29 years of industry experience. His career includes roles at LifePro Asset Management, GWN Securities, The O.N. Equity Sales Company, and Ohio National Financial Services. He also serves as an agency principal for an independent insurance agency and sits on the board of a real estate development company. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, offering both sub-advisor managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Jeffrey Banack is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of New York, Truist Bank, and the University of Central Florida. He also has experience with One Way Valet outside the financial sector. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary strategies supported by third-party platforms and ongoing research.

Gregory Marchand is a CFP® and ChFC® with 36 years of industry experience. He is currently affiliated with Money Concepts Capital Corp and has previously worked at Kestra Advisory, THE O.N. Equity Sales Company, and Ohio National Financial Services. Outside of his advisory role, he is the owner of Marchand Financial, LLC, a non-investment related business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using a combination of model portfolios, IAR-designed portfolios, and third-party sub-advisers.

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 financial advisor at Truist Advisory Services with nine years of industry experience. She holds a Series 66 designation and has worked at firms including PNC Investments and BB&T Securities. Outside of her advisory work, she sells handmade art, jewelry, and ceramics on Etsy and other platforms, as well as used household items and clothing on eBay and Poshmark. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms to support its investment programs.

Brian Ake is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. His other business activities include fixed insurance sales conducted at his branch. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, and compliance, while allowing advisors discretion in constructing client portfolios from diverse securities and insurance products.

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.

Ronald Nathan is a financial advisor with Lincoln Investment in Palm City, FL, holding the ChFC® and Series 63 designations and bringing 57 years of industry experience. He has worked at Lincoln Investment since 2012 and also has longstanding associations with Columbus Life Insurance Company and Capital Analysts, Incorporated, both since 1995. In addition to his advisory roles, he operates The Nathan Agencies/Amherst Financial Services, focusing on the sale of various insurance products. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and 403(b)/457(b) participants. The firm offers financial planning and investment programs managed through a blend of in-house and third-party strategies, utilizing both strategic and dynamic approaches overseen by an Investment Management & Research team.

Emmelis Keaney is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. She is also involved in educational activities as an instructor at Indian River State College, teaching business, finance, and entrepreneurship courses. Additionally, Keaney leads the Disability Insurance Queen brand, which focuses on educating and providing disability income insurance for professionals. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides a range of portfolio management and retirement plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Jessica Jade Valentini is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior work includes roles at World Ventures Inc. Outside of her advisory role, she serves as president of Omni Professional Security and of Network Lead Exchange, a lead exchange group. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser offering brokerage services, financial planning, and retirement consulting to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm provides tailored advisory programs through a mix of proprietary and third-party models.

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.