Alexander Gault is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 11 years of industry experience. He previously worked at HighTower Securities, LLC and CNL Securities Corp. Gault serves on an investment advisory oversight board that helps set strategic direction for county fund investments. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses diversified, risk-class based investment strategies that combine passive and active management with quantitative, momentum, and fundamental analysis.

Jean Rullier is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo from 2017 to 2021 and Truist Bank from 2021 to 2023. Outside of his advisory role, he participates as an individual contractor in a car advertising business. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a broad range of clients, including individuals, corporations, plan sponsors, and charitable organizations. The firm employs a comprehensive approach that integrates client goal setting, asset allocation strategies, manager selection, and ongoing monitoring supported by AI-enabled research tools.

Stephen Brown is a financial advisor at Integrity Alliance, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Brokers International Financial Services and Nationwide Financial, including Nationwide Securities, Inc. He is also involved in insurance sales focused on fixed annuities. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm operates a large network of over 300 independent advisors managing approximately $5.4 billion in client assets, offering portfolio management, financial planning, and a range of advisory and brokerage services.

Seth Trickle is a financial advisor with TLG Advisors, Inc. in St Pete Beach, FL, holding Series 66 and Series 63 licenses and with 14 years of industry experience. His prior roles include positions at Griffin Capital Securities, Cps Financial & Insurance Services, Inc., and Deawm Distributors, Inc. He also serves as National VP and Annuity Wholesaler in an insurance business outside of his advisory role. TLG Advisors, Inc. serves a wide range of clients, including individuals, high-net-worth clients, trusts, and institutional investors. The firm focuses on investment supervisory services and portfolio management through manager selection and ongoing monitoring, offering both traditional and direct-to-consumer digital investment programs.

Jacqueline Perez is a financial advisor at Truist Advisory Services with eight years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Wells Fargo, Cetera Investment Services, Regions Bank, and PNC Investments. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools for asset allocation and manager selection, offering ongoing reviews and client consultations.

Robert Fradette is a CFP® and ChFC® professional with 38 years of industry experience. He is currently affiliated with OSAIC Institutions, Inc. and has held roles at infinex Investments, Inc. since 2016 and Chelsea Groton Financial Services, Inc./Chelsea Groton Savings Bank since 2000. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, including high-net-worth clients, as well as ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer structure.

Joshua Juell is a financial advisor with Fifth Third Securities, Inc. based in Bradenton, FL. He holds Series 63 and Series 65 credentials and has three years of industry experience. Prior to his current role at Fifth Third Securities, he has been employed at Fifth Third Bank since 2016. Outside of his advisory work, he is involved in timeshare rental ownership and occasional online reselling. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types including advisor-directed mutual fund and ETF models, separately managed accounts, and direct indexing strategies via its Passageway platform.

Nathan Anderson is a CFP® professional at Empower Advisory Group with 12 years of industry experience. He has worked at several firms, including Personal Capital Advisors Corporation, Mariner Wealth Advisors, and TD Ameritrade. Anderson is based in Parrish, Florida. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Stephanie Russell is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked at Fifth Third Bank and Fifth Third Securities since 2018 and was previously with Key Investment Services from 2014 to 2018. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines a municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple discretionary managed-account programs and specialized features such as direct indexing and tax-overlay services.

Kevin Smith is a financial advisor at Transamerica Retirement Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with the Transamerica organization since 2012, including roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed portfolio advice and investment education through multiple programs. The firm utilizes Morningstar Investment Management for portfolio construction and oversight and operates on a large scale, focusing primarily on non-discretionary assets rather than high-net-worth or corporate clients.

Leon Loewenstine is a financial advisor at Mariner with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Riverpoint Capital Management and DWS Investment Management Americas. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by both internal research and third-party managers, with offerings that include equity, fixed income, alternatives, and digital assets, as well as integrated tax and accounting services.

Blaine Laverick is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. His career includes long-term tenure at Principal Life Insurance Co and Principal Securities Inc. He is based in Bradenton, FL. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Randy Aranowitz is a financial advisor with GWN Securities Inc., holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has worked with GWN Securities since 2004 and has also been associated with Kades Margolis Corp. since 1990. Outside of his advisory role, he is licensed to market and sell various types of insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of managed-account programs that include both traditional asset-allocation and legacy market-timing strategies.

David Keel is a financial advisor at Wealth Enhancement Advisory Services, LLC with 36 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Wealth Enhancement Advisory Services in 2022, he worked at Breiter Capital Management, Inc. and Managed Account Services, LLC. Outside of his advisory work, he is involved in private lending to real estate investors through DCK Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting with an investment approach combining passive and active strategies guided by an internal Investment Committee.

Melanie Ross is a CFP® professional with eight years of industry experience. She has worked at Cerity Partners LLC since 2019 and previously held positions at Ernst & Young Investment Advisers LLP and Cray Kaiser Ltd. among others. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of year-end 2025. The firm offers customized wealth management services and combines quantitative screening, manager selection, and direct security selection within client-specific investment frameworks.

Paul Goodson is a financial advisor with SPC in Bradenton, FL, holding a Series 66 designation and 19 years of industry experience. He has worked at SPC and Sigma Financial Corporation since 2013. Goodson offers financial services and fee-based wealth management through his DBA, Goodson Wealth Management, Inc. 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 supports a large advisory network and offers tailored, discretionary advice through programs such as the SIGMA Managed Account, working with Fidelity/NFS for custody and execution.

Vito Tango is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Ten-Sixty Asset Management. 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 with brokerage, financial planning, and advisory services, utilizing a combination of in-house and third-party portfolio management across multiple programs.

Kristen Hurley is a financial advisor at NewEdge Advisors with 16 years of industry experience. She previously worked at Stifel Nicolaus & Co Inc and Merrill. Hurley holds Series 63 and Series 65 licenses. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Willard Foley III is a financial advisor with &Partners, holding a Series 63 designation and bringing 41 years of industry experience. He previously worked at Wells Fargo Clearing for eight years before joining &Partners in 2024. Outside of finance, he serves as an executive producer for Four Eighteen Films LLC, a film production company. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Seth Arndt is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has worked with Guardian Life and its subsidiaries as well as Park Avenue Securities since 2014. Outside of advisory work, he is involved with Empower Financial LLC, a management entity supporting accounting, tax, and marketing functions. Park Avenue Securities LLC, part of Guardian Life, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies, providing tailored financial planning, ongoing consulting, and access to proprietary and third-party investment solutions.