Jamie Tobins is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Steward Partners in 2026, he worked at Raymond James & Associates for a decade. Outside of advisory work, he has a consulting role with Pillow Fighting Championship/Gladiatrix, LLC, assisting the company following his late husband's involvement. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets, serving individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Patrick Lapadat is a financial advisor with Empower Advisory Group in Boynton Beach, FL, holding Series 66 and Series 63 licenses and 14 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 11 years before joining Empower Financial Services, Inc. and subsequently Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients, offering integrated services that link planning and managed account solutions with Empower’s recordkeeping and administrative platforms.

Linda Wellington is a financial advisor with Citizens Securities, Inc. in West Palm Beach, FL, holding Series 63 and Series 65 credentials and nine years of industry experience. She has worked primarily within Citizens Bank and Citizens Securities since 2021, following eight years at SunTrust Investment Services, Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and managed accounts, operating as part of a bank-owned enterprise with integrated financial services.

Christine Delvecchio is a financial advisor at Citigroup Global Markets with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Bank of America, N.A. Her current role is based in West Palm Beach, FL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

Mark Egidio is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been a principal at Egidio Lennon Wealth Management, LLC since 2005 and has maintained longstanding roles at Teachers Financial Advisory Services, LLC and Commonwealth Equity Services, Inc. since 1999, as well as a relationship with State Mutual Companies since 1989. Outside of advisory work, he serves as president and director of MLE Properties Inc., a private real estate holding company. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a comprehensive platform that includes advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to model portfolios developed by its Investment Management and Research team.

Christopher Hurley is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds a Series 66 designation and has worked at CITI Private Bank since 2010. Based in West Palm Beach, FL, Hurley’s tenure at a major private bank forms the core of his career background. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains a combination of large institutional scale with specialized market roles, including security-based swap dealing and futures commission merchant services.

Ami Friedman is a financial advisor with Lincoln Investment, holding Series 65 and Series 63 licenses and 11 years of industry experience. She has worked at Lincoln Investment since 2017 and was previously with Legend Advisory Corporation from 2014 to 2019. Outside of her advisory role, she participates as an unofficial lector at Chabad Lubavitch of Greater Boynton Beach, reading from the Bible during services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor-managed and firm-managed investment programs, employing both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.

Edward Boll is a financial advisor with Oppenheimer, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has previously worked at Guggenheim Securities, LLC, SRT Securities LLC, and serves as Non-Executive Chairman of EAB Investment Group, where he has been involved since 2011. Boll is also a passive partner in Easterly EAB Risk Solutions LLC, an asset management firm focused on institutional accounts. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering a variety of advisory programs, including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, with a mix of strategic and tactical asset allocation, and manages approximately $36.7 billion in assets under management as of the end of 2025.

Joseph Nowaczyk is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds the Series 66 designation and has previously worked at MassMutual and MML Investors Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program that uses proprietary algorithms and risk assessments to recommend ETF-based portfolios, as well as a Managed Account program.

Stephen Cheifetz is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2024. Prior to this, he worked at Kades & Cheifetz, LLC and Kades Financial, Inc. from 2014 to 2024. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing low-cost index vehicles, multi-factor tilts, and tax management strategies.

Jarrett Bostwick is a financial advisor with Rockefeller Financial LLC in Wellington, FL, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has held roles at Bonaventure Equity and Spearhead Capital Advisors, among others. Outside of his advisory work, Bostwick serves as CEO and general counsel for FactorHealth Management, a specialty pharmaceutical company that has ceased operations, and is involved in several management and ownership roles across various business ventures. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities and offers access to alternative and private investments alongside traditional asset management solutions.

Christopher Nuhn is a financial advisor at Steward Partners Investment Advisory, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James Financial Services and JP Morgan Chase. Nuhn serves as an advisory board member for Institutional Real Estate, Inc., contributing to editorial coverage of the Real Assets Adviser. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm provides investment advisory and financial planning services to individuals, institutions, and charitable organizations, offering a range of portfolio management solutions through both in-house and third-party managers.

Zachary Terranova is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Valic Financial Advisors and Wells Fargo. 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, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Matthew Arendt is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 21 years of industry experience. He has worked at Commonwealth since 2022 and previously held roles at Atlantic Wealth Advisors, Bank of America, and Merrill. Arendt is a co-owner of Atlantic Wealth Advisors, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs, technology, compliance, and practice-management support, allowing affiliated advisors discretion in constructing client portfolios alongside managed discretionary model portfolios.

Arnold Rozany is a financial advisor at Benjamin F. Edwards & Company, Inc. with 49 years of industry experience. He holds a Series 63 designation and has been with Benjamin F. Edwards since 2010. Outside of his advisory role, he serves as an attorney in fact for his son in Danbury, Connecticut. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models with ongoing strategic oversight.

Christian Kassel is a financial advisor at Citizens Securities, Inc. in West Palm Beach, FL, holding Series 63 and Series 66 licenses with three years of industry experience. His previous roles include positions at Equitable Advisors, LLC and AXA Advisors, LLC, as well as time spent at Pine Creek Farm. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program using proprietary algorithms and a Managed Account program, while operating as a broker-dealer and insurance agency.

Michael Hepner is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at AE Wealth Management, LLC since 2018. His prior experience includes roles at Global Financial Private Capital, LLC and Virtue Capital Management, LLC. He also owns Hepner Inc and is co-owner of Legacy Retirement Advisors Inc, both involved in insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm employs a platform-driven approach with discretionary model portfolios and supports a large client roster through standardized investment solutions.

Veronica Martinez is a financial advisor at Cresset Asset Management, LLC with 15 years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at UBS Financial Services and SunTrust Advisory Services. Outside of her advisory role, she coaches individuals on workout and nutrition plans. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a range of clients including individuals, high-net-worth clients, trusts, retirement plans, and corporations, employing a disciplined, risk-aware approach that integrates strategic asset allocation and both active and passive management across various asset classes.

Michelle Murray is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She has been with Citigroup since 2010 and holds a Series 66 designation. Based in West Palm Beach, FL, her professional background is centered at Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments including private banking and workplace wealth management. The firm offers a range of investment advisory programs and brokerage services, implementing multi-asset, multi-manager strategies with a focus on internal standards and oversight to select and monitor managers.

Jacob Safrin is a CFP® and ChFC® with 31 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has worked extensively with Guardian Life Insurance Company and Park Avenue Securities since 2005. Outside of his advisory role, Safrin is involved in managing insurance-related businesses, including soliciting non-Guardian insurance products through Safrin Associates and Wealth Advisory Group. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary model portfolios, third-party managers, and digital advice platforms, catering to individual and institutional investors.