Christopher Knight is a CFP® professional with 27 years of industry experience. He is affiliated with Private Advisor Group, LLC and has also worked with LPL Financial since 2013. Knight is based in Port St. Lucie, FL. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management, financial planning, and consulting services.

Peter Silcox is a CFP® with 34 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. He previously worked for Raymond James & Associates for 16 years before joining Steward Partners in 2026. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account programs through a variety of portfolio management solutions and third-party managers.

Brett Bladergroen is a financial advisor at Steward Partners Investment Advisory, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James & Associates and JP Morgan Chase Bank. Prior to his financial services career, he spent four years with the New York Mets. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a range of advisory, financial planning, and managed account services.

Claudia Hubbs is a financial advisor at Steward Partners Investment Advisory, LLC with 16 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Steward Partners in 2026, she worked at Raymond James & Associates Inc from 2020 to 2026 and Scottrade, Inc. from 2007 to 2018. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

James Jessup is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Northwestern Mutual Wealth Management Company. Outside of finance, Jessup operates a home-based bakery, Pie Guys Bakery, specializing in pies and pastries sold directly to consumers under Florida’s cottage food law. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm offers integrated services focused on long-term portfolio returns, annual rebalancing, and savings rates within an aligned platform connected to Empower’s recordkeeping and administrative systems.

Robert Banasiak is a financial advisor with Janney Montgomery Scott holding a Series 63 designation and 60 years of industry experience. He has been with Janney Montgomery Scott since 2013. Janney Montgomery Scott LLC is a large 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 brokerage services, financial planning, and advisory programs with both in-house and third-party portfolio management.

Steven Sacco is a financial advisor with Eagle Strategies (NY Life) based in Palm City, FL, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to his current roles at Eagle Strategies and Five Peaks Capital Group, he worked nearly two decades at the United States General Services Administration. He is also engaged in insurance brokering, focusing on non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, retirement plans, and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered primarily through non-discretionary asset management within an integrated New York Life affiliate structure.

Michael Trombetta is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 37 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 16 years before joining Kestra in 2024. In addition to his advisory role, Trombetta owns Liberty Tax Service, where he manages tax preparation and accounting services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Brandon Buccieri is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 designation and five years of industry experience. He has been with Bankers Life & Casualty since 2015. Buccieri also works as an insurance agent with Bankers Life & Casualty. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, ongoing investment management, and uses a combination of fundamental, technical, and cyclical analysis in its investment approach.

Helen Knapp is a financial advisor at Steward Partners Investment Advisory, LLC with three years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James & Associates and PNC Bank. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, offering a variety of portfolio management and financial planning services.

Keith Foley is a financial advisor at PNC Wealth Management with 34 years of industry experience. He has been with PNC Investments since 2012 and holds the Series 63 and Series 65 designations. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third parties.

Kathleen Mc Kenna is a CFP® and holds the Series 66 designation, currently affiliated with Janney Montgomery Scott. She has three years of industry experience and has been with Janney Montgomery Scott in various roles since 2020. Outside of her advisory work, she contributes as an unpaid editor for CFP exam preparation materials at the Boston Institute of Finance. Janney Montgomery Scott LLC is a large 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, planning, consulting, and advisory services.

Barry Marsolais is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp since 2014. He holds the Series 63 designation and is based in Port St. Lucie, FL. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, employing fundamental and technical analysis alongside modern portfolio theory.

Darsi Mccarthy is a financial advisor with Creative Planning, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Creative Planning since 2011. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies while integrating selective private market exposure and tax-loss harvesting.

April Pearson is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 10 years of industry experience. She has been with Janney since 2016, including time at both Janney Montgomery Scott and its LLC entity. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, corporate and retirement plans, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Deborah Vincent is a financial advisor at Raymond James & Associates with 26 years of industry experience. She previously worked at UBS Financial Services for 29 years. Vincent holds a Series 63 designation and is based in Stuart, Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kevin Moree is a financial advisor at OSAIC with 42 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services Inc. and LPL Financial. He is an owner of Moree Wealth Management & Investment Services, Inc. and a partner at Cornerstone Private Advisors. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services supported by proprietary tools, third-party money managers, and a range of investment options.

William Liebowitz is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing and implementing customized wealth management strategies to help clients preserve wealth and manage their finances in alignment with their future goals. His areas of expertise include liquidity management, managing new wealth, portfolio management services, tax minimization, and retirement income planning. Bill began his career in the financial industry in 1986, working with high net worth clients. He holds a Bachelor of Arts degree in Business Management from Manhattanville College in Purchase, New York. He holds the designation of Personal Investment Advisor (PIA). Originally from Stamford, Connecticut, Bill and his family relocated to Palm City, Florida in 2004. Outside of his professional work, Bill is involved in animal rescue and shelters. His personal interests include boating, golfing, practicing yoga, and spending time with his family.

Alan Rose is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options, notably including insurance-related vehicles and bank deposit sweep programs.

James Van Nice is a Benefits & Planning Consultant specializing in Executive Services. In this role, he partners with executives to help them understand their employer benefits and develop plans to work towards their financial goals. James has professional experience as an Investment Solutions Representative III at Fidelity Investments from 2023 to 2025 and as an Investment Solutions Representative II at Fidelity Investments from 2022 to 2023. Prior to that, he worked at Merrill Lynch as an Investment Solutions Representative I from 2021 to 2022 and as a Financial Advisor from 2018 to 2019. Outside of his professional work, James engages in fishing, fitness, golf, running, and volunteering.