Scott Shulman is a financial advisor at Oppenheimer with 43 years of industry experience. He has held positions at Oppenheimer since 2011, and previously worked at RBC Capital Markets and Ferris, Baker Watts, LLC. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as trustee of a family trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of advisory programs across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary services.

Thomas Parker is a financial advisor with Hightower Advisors in Palm Beach Gardens, FL, holding a Series 66 designation and 37 years of industry experience. His career includes roles at Bank of America and Merrill prior to joining Hightower Advisors and Hightower Securities in 2017. He has served as a trustee and personal representative for a family trust. Hightower Advisors provides investment advisory and planning services to a diverse clientele, including individual and institutional clients such as pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

Osvaldo Brito is a financial advisor with Steward Partners Investment Advisory, LLC in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes roles at Steward Partners Investment Solutions, Raymond James Financial Services, and Wells Fargo-affiliated firms. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and portfolio management solutions through both proprietary and third-party managers.

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.

Melissa Mcdonald is a financial advisor with Truist Advisory Services in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her career includes roles at Truist Investment Services, Suntrust Advisory Services, BB&T Securities, and Valley Forge Asset Management. She serves as a board member of the Vista Village Homeowner's Association, where she participates in community decision-making. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plans, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Amy Owen is a CFP® and holds a Series 66 license with five years at HB Wealth and a total of nine years in the financial services industry, including prior roles at SunTrust and PNC Investments. She is based in Palm Beach Gardens, FL. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers wealth and investment management, financial planning, and institutional advisory services, utilizing a combination of quantitative and qualitative due diligence across public and private investment strategies.

Matthew Mellusi is a CFP® with three years of experience, currently serving as a financial advisor at Commonwealth Financial Network in Jupiter, Florida. He has previously worked at Cary Stamp & Co and has involvement with Tequesta's First Baptist Church as a Worship Director. Outside of finance, he is also a musician performing under the name Mellusi. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing over $210 billion in client assets. The firm provides a comprehensive adviser-support platform, offering a range of managed-account programs, third-party asset manager access, and custody services.

Michael Russo is a financial advisor with Eagle Strategies (NY Life) based in Palm Beach Gardens, FL. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior work includes roles at Aegis Investment Partners LLC, MassMutual, and Nationwide Funds Group. Eagle Strategies serves a diverse client base, including individuals, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Eric Inge is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Osaic Institutions, Inc. since 2025. His prior roles include positions at Ameriprise, Asset Advisors Of America, RWM Asset Management, and entrepreneurial ventures such as Ingesurance, Inc. He also serves on the Board of Directors for the Foundation for Dwyer Academy of Finance, Inc. and is a Paychex Channel Partner, referring small and medium-sized businesses to HR outsourcing solutions. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services through a hybrid adviser/broker-dealer structure, combining discretionary and non-discretionary management with access to alternative investments and a lending marketplace.

Joseph Martin is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at several firms including Truist Investment Services, Suntrust Advisory Services, Bb&T Securities, and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and third-party platform arrangements to implement its strategies.

Peter Pappalas is a financial advisor with Commonwealth Financial Network and holds a Series 65 designation. He has been in the industry since 2025 with prior business experience in entities such as SYZY Corp. and World Brand LLC. Located in Jupiter, FL, he has worked at both Commonwealth Financial Network and Cary Stamp & Company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a broad client base. The firm provides a range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services, supporting portfolios through both internally managed models and outsourced platforms.

Joseph Ricotta is a CFP®-credentialed financial advisor with 30 years of industry experience, currently affiliated with Citigroup Global Markets Inc. since 2008. He is based in North Palm Beach, FL, and holds Series 63 and Series 65 licenses. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies using both discretionary and non-discretionary approaches and manages various investment vehicles including separately managed accounts, mutual funds, ETFs, and alternative funds.

Denton Brooks is a financial advisor with GWN Securities Inc. in Hudson, Ohio, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at GWN Securities since 2006 and has also been affiliated with ING and Cleercreek Financial Corp for over two decades. Outside of his advisory roles, he is the owner of Cleercreek Financial Group, which sells life, health, and annuity products, and manages a family limited partnership trust. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, operating through a network of about 423 advisors and managing approximately $3.65 billion across more than 37,000 client accounts.

Shubert Cineus is a financial advisor at Foundations Investment Advisors LLC with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Northwestern Mutual and Penn Mutual Life Insurance Company. Cineus is also the author of the book *The Secrets of Becoming Tax-Efficient in Retirement and Creating Guaranteed Income For Life*, which focuses on tax-efficient retirement planning and lifetime income strategies. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach to manage investments.

Samuel Leech is a CFP® with eight years of industry experience, currently working at HB Wealth. He previously worked at SEI Investments Management Corporation for six years and SEI Private Trust Company for one year. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth management, investment management, and financial planning, with an investment process that combines quantitative and qualitative due diligence across a range of public and private strategies.

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.

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.

James Mckenzie is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America, Merrill, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. In addition to his advisory role, he serves as an adjunct professor at Palm Beach Atlantic University’s Rinker School of Business, teaching a course on Issues in International Business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines discretionary and non-discretionary portfolio management, financial planning, and consulting with broker-dealer services, including securities transactions, variable insurance products, and investment banking.

Thomas Parker is a financial advisor at Hightower Advisors with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Hightower Advisors and Hightower Securities since 2017, following prior roles at Bank of America and Merrill. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s advisory approach includes multi-manager solutions and proprietary research, serving pension plans, charitable organizations, corporations, trusts, and other financial institutions.

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.