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.

Richard Berry is a financial advisor at Independent Financial Partners with 38 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, Inc. Berry is also the owner of Berry Wealth Management, a separate advisory business. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Ami Friedman is a financial advisor with Lincoln Investment in Boynton Beach, FL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. Prior to joining Lincoln Investment in 2017, Friedman worked at Legend Advisory Corporation from 2014 to 2019. Outside of financial advising, Friedman serves as an unofficial lector for the Chabad Lubavitch of Greater Boynton Beach, reading from the Bible during services. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer that serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, with investment strategies supported by an in-house Investment Management & Research team.

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 career includes roles at Citizens Bank, MassMutual, and MML Investors Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm operates a digital advisory program that recommends ETF-based portfolios using proprietary algorithms and a client risk-tolerance questionnaire, alongside managed accounts and commission-based brokerage activities.

Mikell Admire is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining GWN Securities, he worked at OneAmerica Securities Inc., American United Life, W&S Brokerage Services Inc., and Amrock among others. Admire serves as a board member of the Washington County TN Library Foundation and is involved in financial advising and insurance through several other business activities. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning services. The firm employs a mix of affiliated and unaffiliated sub-advisers and uses both model-based and tactical investment strategies, including market-timing and momentum-based approaches.

Christian Nana Tanke is a CFA® charterholder and Series 63 licensee with three years of industry experience. He is currently with TLG Advisors, Inc. and has held roles at The Leaders Group Inc, MML Investors Services, MassMutual Life Insurance Co., Pruco Securities LLC, and I Squared Capital. Outside of his advisory work, he is involved in junior golf development, supporting the golf training of his children. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services that include investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.

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.

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.

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.

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.

Elizabeth Baker is a financial advisor at GWN Securities Inc. with 3 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at GWN Securities since 2022. Baker also operates Voyage Retirement, where she assists clients with insurance solutions and manages a Medicare referral business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts and financial planning. The firm offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies, and manages approximately $3.65 billion across more than 37,000 accounts.

Spencer Carpenter IV is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds a Series 66 designation and has been with SunTrust Advisory Services and Suntrust Investment Services, Inc. since 2014. Outside of his advisory role, he is a co-owner of a Duck Donuts franchise in West Palm Beach. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager‑selection programs, implementing advice through a combination of discretionary and non-discretionary solutions supported by third-party platforms and manager relationships.

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.

Adam Tau is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior experience includes roles at Madison Avenue Securities, Dynamic Wealth Strategies, and North Ridge Wealth Planning. Outside of advisory work, he is involved in several e-commerce ventures and serves as a director of a small business providing health insurance. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach combining model portfolios managed internally, by third parties, and by advisors, offering a range of services such as financial planning, discretionary asset management, and plan services.

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.

Aaron Pisani is a financial advisor at William Blair with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Manning & Napier Investor Services, Inc. and Manning & Napier Advisors, LLC for 12 years. Outside of his advisory role, he serves as a board member and Sergeant at Arms for the Italian American Club of the North Palm Beaches. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Edward Maass is a CFP® and ChFC® with 43 years of experience in financial advising. He has been with Commonwealth Financial Network since 2005. Outside of his advisory work, he is co-owner of Palm Beach Motor Toys, LLC, which manages garage insurance liability for a personal car collection. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, retirement plan consulting, and back-office support while enabling advisors to offer customized investment solutions.