Lisa Matthews is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked with Truist and its predecessor firms since 2014. Matthews serves as a board member and director of the East Coast Estate Planning Council. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program combining discretionary and non-discretionary approaches, supported by third-party platforms and AI-enhanced research.

John Puritz is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His background includes roles at PFS Investments, Primerica Financial Services, and community involvement with local churches. Outside of his advisory work, he is an author, speaker, and podcast host focused on personal development and also performs as a freelance drummer for local bands and churches. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning options. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes both traditional asset allocation and tactical trading strategies.

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.

Jeff Sellers is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He holds a Series 63 designation and previously worked for Raymond James & Associates for 23 years before joining Janney Montgomery Scott in 2020. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various wrap and advisory programs.

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.

Odoll Williams Jr. is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at GWN Securities since 2019 and previously held roles at VOYA Financial Advisors. He is also a classroom instructor for state licensing exam preparation. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager introductions. The firm combines model-based allocations and discretionary portfolio management with the flexibility to select sub-advisers, employing both traditional and market-timing strategies.

Michael Stanford is a financial advisor at HB Wealth with nine years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Homrich Berg for 12 years. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm combines quantitative and qualitative due diligence across a diverse range of public and private investment strategies, offering discretionary portfolio management aligned with clients’ objectives and risk tolerance.

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.

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, holding Series 63 and 65 licenses and carrying 29 years of industry experience. His career includes prior roles at Raymond James Financial Services and Wells Fargo Clearing. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving a diverse client base that includes high-net-worth individuals, pension plans, corporations, and charitable organizations through a variety of portfolio management and financial planning services.

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.

Michael Russo is a financial advisor with Eagle Strategies (NY Life) based in Palm Beach Gardens, FL. He holds Series 65 and Series 63 licenses and has 12 years of industry experience. His prior roles include positions at New York Life Insurance Co, Aegis Investment Partners LLC, MassMutual, and Nationwide Funds Group. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers customized advice through multiple program types, including fee-based and co-advisory solutions, and it manages most assets on a non-discretionary basis.

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.

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.