Jason Dilorenzo is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Citigroup Global Markets since 2017 and previously at J.P. Morgan Securities for five years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Jill Leitsch is a financial advisor with Citizens Securities, Inc. in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked with Citizens Bank and Citizens Securities since 2017. Outside of her advisory role, she serves as a trustee and power of attorney for a family trust. 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 and a Managed Account program, operating as both a broker-dealer and insurance agency.

Laura Bornheimer is a financial advisor at GWN Securities Inc. with 37 years of industry experience. She holds Series 65 and Series 66 licenses and has been with GWN Securities since 2004. Outside of her advisory work, she is the owner of Bornheimer Farms LLC, an orchard farm specializing in organic vegetables. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm employs both affiliated and unaffiliated sub-advisers and utilizes market-timing and momentum-based strategies in certain legacy programs.

Daniel Roth is a financial advisor at Kestra Advisory with 13 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Kestra Advisory in 2023, he worked for Cary Stamp & Company for 11 years. Roth also operates Roth Wealth Management, where he provides clients with insurance options and reviews policies annually. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm provides services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, supporting recommended investments with due diligence and serving clients that include large institutional investors and sovereign wealth funds.

Michael Sherrod is a financial advisor with Fifth Third Securities, Inc. in Melbourne, Florida. He holds a Series 66 designation and has nine years of industry experience, including roles at LPL Financial, Vystar Credit Union, and Space Coast Credit Union. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Patrick Williams is an investment advisor representative at Kestra Advisory with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Kestra Advisory since 2017, previously affiliated with Kestra Investment Services and Washington Square Securities. Outside of his advisory work, he is involved with Honda Ambassadors, a community and charitable organization, and leads a marketing venture creating cartoons. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, benchmarking, and employee education, serving large institutional investors and utilizing multiple management platforms and third-party solutions.

Anthony Alvarez is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has 11 years of industry experience. He has been with Bankers Life Advisory Services since 2019 and has worked with affiliated entities since 2004. In addition to his advisory role, Alvarez is an insurance agent for Bankers Life. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in their investment approach.

Sara Scholl is a CFP® with 18 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2017. Before joining GWN Securities, she worked at MSI Financial Services, Inc. for one year. Outside of her advisory work, she co-owns Regaroo LLC, a company that designs and markets products for online sales. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, offering discretionary portfolio management, model portfolios, and financial planning. The firm uses a blend of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in certain legacy programs.

Francisco Navarro is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2018, with prior roles at US Health Advisors, Infinite Management Solutions, and Enterprise Rent-A-Car. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic and tactical asset allocation and access to both affiliated and third-party investment managers.

Simon Korby is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials. He has recently begun his career in the financial industry, joining Empower in 2026 after previous roles at Florida Financial Advisors and outside the financial sector. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Sifredo Asencio is a financial advisor at Empower Advisory Group with 28 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work history includes roles at GWFS Equities, Inc., Prudential Investment Management Services, LLC, and Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Stiles Higgins is a financial advisor at GWN Securities Inc. based in Palm Beach Gardens, FL, holding a Series 66 designation. Higgins has been with GWN Securities since 2024 and has prior experience at East Coast Protection and various educational institutions. GWN Securities serves individual and corporate clients through multiple managed account programs, combining discretionary portfolio management, model portfolios, and financial planning. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes market-timing and momentum-based strategies in some legacy programs.

Ramon Hernandez is a financial advisor at TD Private Client Wealth LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2021, following a decade at TD Ameritrade Inc. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm offers ongoing portfolio management, financial planning support, and access to a range of investment products through a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers.

Jorrell Best is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds the Series 66 and Series 63 credentials. Prior to joining Citigroup, he worked at Pan American Life Insurance Group from 2016 to 2018. 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 with oversight committees and utilizes both discretionary and non-discretionary programs.

Nicholas Mcintee is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with GWN Securities since 2010. In addition to his advisory role, he works as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and employs a range of investment programs, including legacy market-timing and momentum-based strategies.

Michael Bober is a CFP® professional at Cresset Asset Management, LLC with 34 years of industry experience. He previously worked at UBS Financial Services for 11 years. Bober serves as a trustee on the board of Saint Andrews School in Boca Raton, Florida. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, using a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive investment strategies across public equities, fixed income, and a variety of alternatives.

Robert Frankl is a financial advisor with Lincoln Investment in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He previously worked at Legend Equities Corporation and Legend Advisory LLC before joining Lincoln Investment in 2017. Outside of advisory work, he is involved in real estate sales and property investment, including brokerage services and residential house flipping projects. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a focus on 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team and access to third-party managers.

Micah Sawyer is a financial advisor with Hightower Advisors, holding a Series 65 credential and located in West Palm Beach, FL. Although new to the industry, Sawyer has held a series of roles across several firms, including The Bahnsen Group and The Dolben Company. Outside of financial services, Sawyer has experience working with Gypsy Life Surf Shop. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers alongside proprietary research and diverse investment vehicles.

Summer Matthews is a CFP® with six years of industry experience, currently serving at TD Private Client Wealth LLC. Her prior roles include positions at Raymond James Financial Services Advisors, Boynton Financial Group, PNC Investments, and Merrill. Matthews is based in West Palm Beach, FL, and holds a Series 66 license. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS (US) clients. The firm offers portfolio management, financial planning support, and access to a range of investment products through strategic and tactical asset allocation, utilizing both affiliated and third-party sub-managers.

Sammy Hadar is a financial advisor with PNC Wealth Management in Wellington, FL. He holds Series 63 and Series 66 licenses and has been with PNC Wealth Management since 2026, following roles at PNC Bank and Campus Advantage. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that utilizes algorithm-driven risk assessments and implements investments via approved model strategies managed by PNC or third-party strategists.