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.

Christopher Burke is a financial advisor at Corient with three years of industry experience. He holds Series 66 and Series 65 licenses and previously worked for Matrix Capital Advisors, LLC for over two decades. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and risk management tools.

Joseph Roddy is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. He has worked at Park Avenue Securities since 2023 and is also affiliated with Guardian Life Insurance Company. Outside of his advisory role, he has been involved with the University of Miami since 2021 and previously worked at Gilmour Academy. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser wholly owned by The Guardian Life Insurance Company of America. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

Bryan Maestre is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works directly with clients to develop strategies tailored to their short-, mid-, and long-term financial goals. He provides ongoing advice and guidance to support clients as their needs evolve. Bryan also connects clients with specialists in banking, credit, home financing, and small business solutions through Bank of America. Bryan's expertise centers on personal investing and financial planning, informed by his role as a Merrill Financial Solutions Advisor and his Professional Investment Advisor (PIA) designation. He leverages the global investing resources of Merrill and the banking convenience offered by Bank of America to assist clients in pursuing their financial objectives. He holds a Bachelor's Degree from Universidad Autonoma del Caribe and is bilingual in Spanish and English.

Ryan Merrell is a financial advisor at Transamerica Retirement Advisors, LLC with 24 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Diversified Investors Securities Corp. and Diversified Investment Advisors, where he has worked since 2009 and 2010, respectively. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed portfolio advice, investment education, and guidance on asset allocation, contribution rates, and retirement age. The firm relies on Morningstar Investment Management for portfolio construction and oversight, managing a large client base primarily through non-discretionary investment strategies.

Gregory Mathey is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2015. 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 employs a combination of discretionary and non-discretionary strategies, supported by third-party platform partnerships and AI-enabled research tools.

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.