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 38 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and Family Wealth Solutions, having previously worked at Ameriprise Financial Services from 1992 to 2020. Outside of his advisory role, he is involved in business activities related to office building ownership and management as well as tax preparation services. 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 offers customized wealth and investment management, financial planning, and retirement plan advisory services, utilizing a primarily long-term investment approach with ETFs, mutual funds, and other securities.

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 3 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Corient and its affiliated entities since 2022, following a prior 23-year tenure at Matrix Capital Advisors, LLC. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, utilizing risk management tools and alternative investments where appropriate.

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.

William Pembroke is a financial advisor at Cetera Planning Partners with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience with several firms including Avantax and 1ST Global Capital. Pembroke also serves as Treasurer for a local commercial building owners association. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, providing investment management, comprehensive financial planning, and retirement-related advice. The firm’s investment process emphasizes diversified allocations aligned with client objectives and risk tolerance, supported by a broad range of affiliated resources and ancillary services such as tax planning and estate strategies.

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.

Lacey Thompson Krul is a financial advisor with Foundations Investment Advisors LLC in Stuart, FL. She holds a Series 66 designation and has three years of industry experience. Prior to joining Foundations in 2026, she worked with firms including Transce3nd LLC and e3 Consultant Group. Outside of her advisory role, she is the president and founder of Surefire Financial, where she oversees insurance advising. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.

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® with 27 years of industry experience, currently affiliated with Private Advisor Group, LLC and LPL Financial. He has worked at LPL Financial since 2007 and has been with Private Advisor Group since 2012. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to managed account solutions including proprietary and third-party programs. The firm follows a fiduciary-based advisory model and employs a range of investment strategies, often implementing advice through third-party managers and technology platforms.

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 in Port St. Lucie, FL, holding Series 63 and Series 66 designations with two years of industry experience. His prior roles include positions at Northwestern Mutual and Empower Financial Services. Outside of his advisory work, he operates Pie Guys Bakery, a home-based weekend bakery licensed under Florida’s cottage food law. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage clients. The firm’s integrated approach utilizes proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivered within Empower’s recordkeeping and administrative platforms.

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.