Christine Delvecchio is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Merrill and Bank of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Scott Wetherby is a financial advisor with Citigroup Global Markets in Boca Raton, FL, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior work includes roles at Wells Fargo Clearing, PNC Wealth Management, Merrill, and Banc of America Investment Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as swap dealer and futures commission merchant.

Mark Egidio is a financial advisor with Commonwealth Financial Network in Delray Beach, FL, holding Series 63 and Series 65 licenses and having 36 years of industry experience. He has managed Egidio Lennon Wealth Management, LLC since 2005 and previously worked at Teachers Financial Advisory Services, LLC. Outside of his advisory work, he serves as president and director of a private real estate holding company that owns his branch’s building. Commonwealth Financial Network is a nationally registered broker/dealer and investment adviser supporting approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services, allowing advisors to implement portfolios through both internal model portfolios and external platforms.

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 in Boynton Beach, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Lincoln Investment since 2017 and previously at Legend Advisory Corporation from 2014 to 2019. Outside of her advisory role, she participates in her community as an unofficial lector at Chabad Lubavitch of Greater Boynton Beach. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that designs strategic model portfolios and adaptive strategies.

Edward Boll is a financial advisor at Oppenheimer with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Guggenheim Securities, LLC and Srt Securities LLC prior to joining Oppenheimer. Boll is also involved with EAB Investment Group, serving as its Non-Executive Chairman. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of discretionary and non-discretionary advisory services, including asset management, financial planning, and retirement consulting.

Joseph Nowaczyk is a financial advisor with Citizens Securities, Inc. in West Palm Beach, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Citizens Bank, MassMutual, MML Investors Services, and MassMutual Life Insurance Co. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers a range of advisory and brokerage services, including a digital advisory program and managed accounts, and operates as a broker-dealer and insurance agency.

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 at Rockefeller Financial LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Spearhead Capital Advisors, LLC, and Bonaventure Equity. Outside of advisory work, he serves as CEO and general counsel for FactorHealth Management, a specialty pharmaceutical company that has ceased operations, and is involved in multiple private holding companies in various industries. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, supported by an integrated investment platform and a registered broker-dealer structure that provides brokerage, insurance, placement, and investment banking services.

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 Series 66-licensed financial advisor with 22 years of industry experience. He is currently affiliated with Commonwealth Financial Network and is a co-owner of Atlantic Wealth Advisors, LLC. Prior to his current roles, he worked at Bank of America, N.A. and Merrill. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $210 billion in client assets. The firm offers a comprehensive adviser support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Arnold Rozany is a financial advisor with Benjamin F. Edwards & Company, Inc. in Delray Beach, FL. He holds a Series 63 designation and has 50 years of industry experience. Prior to joining Benjamin F. Edwards in 2010, he worked at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. He also serves as an attorney in fact for his son in an investment-related capacity. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients, offering a range of advisory programs, financial planning, investment management, brokerage services, and insurance products.

Christian Kassel is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses. His background includes prior roles at Equitable Advisors, LLC, AXA Advisors, LLC, and over a decade associated with Pine Creek Farm. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, providing investment advisory programs alongside brokerage and insurance services. The firm offers a digital advisory program and managed accounts, operating as both a broker-dealer and insurance agency.

Deanna Waters is a financial advisor with TD Private Client Wealth LLC in West Palm Beach, FL. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Deanna has worked at TD Bank NA and its affiliates since 2014. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a combination of strategic and tactical asset allocation through its proprietary portfolio offerings and relies on both affiliated and third-party managers.

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.

Luis Mendoza is a Series 66-registered financial advisor with Truist Advisory Services, bringing 25 years of industry experience. His career includes roles at HSBC Securities (USA) Inc. and Morgan Stanley DW Inc. before joining Truist, where he has been employed since 2004 in various capacities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering specialized support in asset allocation, fiduciary services, and third-party manager selection through its AMC Advantage program.

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.

Jorge Navarro Jr. is a financial advisor with TD Private Client Wealth LLC holding a Series 66 designation. He has been with TD Bank and its affiliates since 2020 and previously worked at PNC Bank from 2012 to 2020. Navarro is based in West Palm Beach, FL, and is early in his industry career. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm’s investment approach includes strategic and tactical asset allocation using both affiliated and third-party sub-managers through a platform supported by Envestnet and Pershing.

Jacob Safrin is a CFP® and ChFC® financial advisor with over 31 years of industry experience. He is currently with Guardian Life and its subsidiary Park Avenue Securities, where he has worked since 2005. He also manages two insurance-related businesses soliciting non-Guardian insurance products and holds passive ownership in an investment-related entity. Park Avenue Securities LLC operates as Park Avenue® Wealth Management under Guardian Life Insurance Company of America, providing brokerage and advisory services to individuals, corporations, retirement plans, and nonprofits. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and digital advisory tools.