Kevin Schneider is a financial advisor at Royal Fund Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at United Financial Freedom and First Advisors National, LLC. Outside of advising, he is involved in software development related to debt reduction, refers clients to CPA and credit repair services, and advises on estate planning software. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm develops customized Investment Policy Statements and employs a range of strategies from long-term investing to options writing, with regular portfolio monitoring based on client risk tolerances.

Suzanne Katz Riesner is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and over 31 years of industry experience. She has been with Mutual of Omaha Investor Services and Mutual/United Of Omaha Insurance Company since 1991. Outside of her advisory role, she is part owner of a consulting firm focused on ERISA and Affordable Care Act compliance for small businesses. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations, offering financial planning, third-party money manager programs, and managed accounts through a network of Investment Advisor Representatives.

Joel Yudenfreund is a financial advisor with Advisory Services Network who holds a Series 66 designation and has 15 years of industry experience. His career includes roles at Stifel Nicolaus & Co Inc and Calton & Associates, Inc. Outside of advisory work, he serves as a board member for the Dame Jillian & Dr. Arthur Sackler Foundation for the Arts, Sciences & Humanities and the Mandel JCC, and acts as an expert witness in trust and estate litigation. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of portfolio management and consulting services, employing diverse investment strategies and third-party manager oversight.

Matthew Baltuch is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. His prior roles include positions at Steward Partners and Morgan Stanley. He serves as Treasurer on the board of the Monte Verde Community in West Palm Beach, FL. Apollon Wealth Management is an SEC-registered advisory firm that provides investment management, financial planning, and retirement plan services to individuals, families, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios and offers specialized services including ESG risk-based models and tax management tools.

William Benjamin IV is a financial advisor at Citizens Private Wealth with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Republic Securities Company and First Republic Bank for eight years. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm uses a long-term, open-architecture investment approach with predominantly discretionary portfolio management and benefits from its affiliation with Citizens Bank, which provides unique product access and operational features.

Sharon Cirillo is a financial advisor at XML Financial Group with 23 years of industry experience. She holds a Series 66 designation and has worked at firms including VALIC Financial Advisors, Raymond James Financial Services, and RBC Capital Markets Corporation. Cirillo has been with XML Financial Group and its affiliated broker-dealer since 2022. XML Financial Group serves a diverse retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm uses a multi-advisor team model and combines fundamental and technical analysis with third-party managers and an internal Investment Committee to tailor portfolios to client needs.

Menachem Daniels is a financial advisor at Alexander Capital Wealth Management LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Integrated Retirement Advisors, LLC since 2019, with prior roles at Brokers Financial and Brokers International Financial Services, LLC. Daniels is also the owner of Nahum Daniels LLC, an insurance sales business specializing in fixed annuities. He previously served in a leadership role at the Chabad of Stamford, a religious charity. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis, utilizing both long- and short-term strategies, and manages approximately $212.1 million in discretionary assets.

Steven Georgopoulos is a financial advisor at Pinnacle Investments, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dawson James Securities and Woodstock Financial Group, Inc. Additionally, he serves as president of GEORGOPOULOS INC, a non-investment-related business. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management and about 50 advisors. The firm serves individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and institutional clients, offering financial planning, portfolio management, and advisory consultations.

Richard Albert is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at UBS Financial Services and Raymond James Financial Services. He is also a variable and life insurance agent. Advisory Services Network is an enterprise firm serving individuals, families, corporations, charitable organizations, and employer retirement plans. The firm offers portfolio management, financial planning, investment and retirement plan consulting, and third-party manager selection through a network of independent advisors managing approximately $8.6 billion in client assets.

Jodi Perelman is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Truist Advisory Services since 2016 and has been affiliated with Truist Banks, Inc. and Truist Investment Services, Inc. since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships and utilizes AI-enabled research tools alongside traditional methods in its investment process.

Gabriel Christensen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Valmark Securities, MassMutual Life Insurance, and Atlantic Golf Management. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Hammish Philip is a financial advisor with Bankers Life Advisory Services, Inc. He holds the CFP® and ChFC® designations and has 12 years of industry experience. His career includes roles at Bankers Life Securities, Inc. and Sunshine Investment and Insurance Services, LLC. Outside of his advisory work, he operates a farm in St. Lucia where he cultivates fruits, vegetables, and cattle, and also offers touristic accommodations with related transportation services on the island. Bankers Life Advisory Services, Inc. is an SEC-registered adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities with periodic reviews.

Kai Heller Spencer is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. Prior to joining Rockefeller Financial in 2022, Spencer worked at Spearhead Capital Advisors from 2019 to 2022 and held roles at Oppenheimer & Co. Inc, University of Florida, Florida Atlantic University, and MassMutual. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Salvatore Mondello Jr. is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in West Palm Beach, FL, holding a Series 66 designation and bringing 35 years of industry experience. His prior work includes roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. He also serves as a broker agent for National Life Insurance Company and Wealthbridge Financial Group. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm uses multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Nycole Sones is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup since 2018, following two years at PNC Investments. Outside of her advisory role, she assists her children with a car leasing business in Palm Beach, Florida. Citigroup Global Markets serves individual and institutional clients across wealth management and private banking segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with oversight committees and maintains distinctive market roles including derivatives and futures services.

Michael Onorato is a CFP® professional with 11 years of experience in financial advisory services. He is currently with CIBC Private Wealth Advisors, Inc., having previously worked at First Citizens, Silicon Valley Bank, and Boston Private Wealth LLC. He is based in West Palm Beach, FL. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers portfolio management, financial planning, estate and philanthropic planning, and coordinated Family Office services, utilizing a structured investment process that blends proprietary and external strategies.

James Oneil is a financial advisor with GWN Securities Inc., holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at HD Vest Investment Services, Insurance Agency, and Advisory Services from 2016 to 2019. Outside of his advisory work, he serves as a board member of the Wellington Rotary Club. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Jeffrey Brachfeld is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and six years of industry experience. He previously worked at American Express for eight years. Outside of advising, he serves as vice president of the NPI Networking Group, a role unrelated to investment activities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser wholly owned by The Guardian Life Insurance Company of America. The firm serves individuals, pension plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement consulting, and a range of advisory programs including proprietary and third-party models.

Evaggelia Hatzimanolis is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior roles include positions at Lido Advisors, Goldman Sachs & Co LLC, United Capital Financial Advisers, and TIAA-CREF. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by selective private market exposure and various managed account services.

Fabrizio Sanchez is a financial advisor with Fifth Third Securities, Inc. in Lake Worth, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior work includes roles at Synovus Securities, Synovus Bank, LPL Financial, and Space Coast Credit Union. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.