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 with Pinnacle Investments, LLC in Boca Raton, FL, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has worked at Pinnacle Investments since 2019, following prior roles at Dawson James Securities and Woodstock Financial Group. He is also president of GEORGOPOULOS INC, a separate business entity established in 2011. Pinnacle Investments is a multi-team advisory firm managing over $1.2 billion across 57 advisors, serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers financial planning, portfolio management, and advisory consultations, employing both fundamental and technical analysis and a range of investment strategies.

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.

Lara Maria Pin Goncalves De Melo is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and three years of industry experience. Her previous roles include positions at Northwestern Mutual, Morgan Stanley Smith Barney LLC, and Citibank, N.A. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, along with broker-dealer execution and custody services. The firm is notable for its institutional scale and unique market roles, including acting as a security-based swap dealer and futures commission merchant.

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 three years of industry experience. He holds a Series 66 designation and has previously worked at Spearhead Capital Advisors, the University of Florida, Oppenheimer & Co. Inc, Florida Atlantic University, and MassMutual. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

James Giangrande is a CFP® with 24 years of experience in financial advising. He is currently with Hightower Advisors and has previously worked at Mass Mutual Insurance Co. and Guardian Life. He offers quarterly goal planning workshops unrelated to investments and receives referral fees for introducing human resource software to his group 401(k) clients. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, using a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

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 has previously worked at American Express and currently serves as vice president of the NPI Networking Group. Brachfeld is also the owner of JSB Financial Services Corp, a corporation used for tax purposes to aggregate commissions. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and investment solutions tailored by its network of investment adviser representatives.

Rafael Gregori is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 license and one year of industry experience. His prior roles include positions at Equity Services Inc, National Life Group, and WMB Partners. Outside of his advisory work, he is a partner in a general contracting business focused on new home construction and remodeling, and he owns a consulting firm specializing in HR and business management. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, supported by advisory and technology platforms such as Envestnet and Pershing.

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 at Fifth Third Securities, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including LPL Financial, Citigroup Global Markets, and Synovus Bank. He is based in Boynton Beach, FL. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs on the Passageway platform, combining third-party portfolio managers with customizable investment strategies.

Jamie Tobins is a financial advisor with Steward Partners Investment Advisory, LLC and holds Series 63 and Series 66 designations. He has 26 years of industry experience, including ten years at Raymond James and Associates and four years at Raymond James & Associates, Inc. Outside of his advisory role, Tobins provides consulting support for Pillow Fighting Championship/Gladiatrix, LLC following the passing of his husband. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering 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 holding Series 66 and Series 63 licenses and has 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 Empower Premier IRA and certain retail brokerage clients. The firm offers a single point-in-time financial plan alongside optional managed account solutions, operating within an integrated platform tied to Empower’s recordkeeping and administrative services.

Linda Wellington is a financial advisor with Citizens Securities, Inc., holding Series 63 and Series 65 licenses and 10 years of industry experience. She has worked primarily within the Citizens Bank and Citizens Securities network since 2012, including eight years at SunTrust Investment Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering a range of investment advisory, brokerage, and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.