Meghan Bright is a Series 66 licensed financial advisor with three years of industry experience. She currently works with Transamerica Retirement Advisors, LLC and has previously held roles at Cetera Investment Advisers, Cetera Wealth Services, and Zoetis, among others. Meghan is based in West Palm Beach, Florida. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm utilizes proprietary software and model portfolios developed in partnership with Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Debra Targett is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2014. In addition to her advisory role, she is an independent sales consultant for Pampered Chef, hosting kitchen product parties outside of securities trading hours. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets, serving individuals, corporations, retirement plans, trusts, foundations, and charitable organizations. The firm offers a range of advisory services and employs a mix of firm-developed and third-party investment strategies with ongoing oversight from an Investment Strategy Committee.

James Fisher is a financial advisor with Citizens Securities, Inc. in West Palm Beach, FL, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Citizens Securities and Citizens Bank in various roles since 2015 and owns J.S. Fisher Violins, LLC. 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 provides a digital advisory program alongside managed accounts and operates as a broker-dealer and insurance agency.

Kelly Warner is a financial advisor with NewEdge Advisors who holds Series 63, Series 65, and Series 66 credentials and has 39 years of industry experience. Prior to joining NewEdge in 2022, Warner worked at Oppenheimer & Co. Inc. for 15 years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of portfolio management and consulting services, utilizing multiple program structures that combine in-house manager selection, third-party models, and advisor discretion, supported by technology tools and centralized due diligence.

Christopher Georgopoulos is a financial advisor with Cresset Asset Management, LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Merrill and Bank of America Private Bank from 2017 to 2022, and Lowry Research from 2010 to 2017. Cresset Asset Management is an SEC-registered adviser managing approximately $71.9 billion in client assets for a diverse range of clients, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due diligence program and multiple affiliated entities.

David Fromer is a Series 66-licensed financial advisor with Primerica Advisors, based in Boynton Beach, FL, and has two years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities, and has been involved with ABA Therapy since 2017. Outside of his advisory work, he manages a vending business, DT VENDING LLC. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and fee-based advisory services, including financial and retirement planning. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports account-level services such as lending solutions and donor-advised funds.

Carlos Orozco is a financial advisor with PNC Wealth Management in Wellington, FL, holding Series 63, 65, and 66 licenses and five years of industry experience. He has been with PNC Bank and its affiliates since 2014. Outside of his advisory role, he serves as a goalkeeper coach for the Wellington Waves Soccer Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio management platform for employees, which uses algorithmic risk assessment and third-party strategies executed via mutual funds and ETFs.

Zachary Mohr is a financial advisor at Hightower Advisors with one year of industry experience. He previously worked at Journey Strategic Wealth and has a background that includes five years of service in the United States Navy. Outside of his advisory work, Zachary is involved with Pine Tree Golf Club, where he occasionally sells golf clubs on an appointment basis. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions and discretionary portfolio management, utilizing both affiliated and third-party managers along with proprietary research.

Melissa Guijarro Mayoral is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. Her background includes roles at Goldman Sachs and various positions related to law and accounting, including at the University of Miami School of Law and accounting firms such as H&CO, LLP and Deloitte Tax, LLP. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm utilizes centralized investment resources and integrates offerings across affiliated entities, delivering tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support.

James Ferry is a financial advisor at Fifth Third Securities, Inc. with 30 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at several firms including Morgan Stanley and Atlas Financial Advisors. In addition to his advisory role, Ferry is a licensed independent real estate agent in Lake Worth, FL. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, and trusts through investment advisory and brokerage services. The firm offers a variety of investment programs via the Passageway Managed Account Platform, utilizing multiple portfolio managers and investment strategies.

Daniel Higashi is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Citizens Bank and U.S. Bank. He provides complementary notary services to Citizens customers at his branch. 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 both discretionary and non-discretionary advisory programs and is wholly owned by Citizens Bank, N.A.

Brian Szytel is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds the Series 66 designation and has been with Hightower Advisors and Hightower Securities, LLC since 2015. Outside of his advisory role, he serves as president of BTS Properties, LLC, a real estate company. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions using both affiliated and third-party managers, with offerings that include discretionary portfolio management, financial planning, and retirement plan consulting.

Corey Tiller is a CFA® charterholder with nine years of industry experience, currently serving at Rockefeller Financial LLC. His career includes roles at Rockefeller Capital Management, Spearhead Capital Advisors, and Northern Trust. 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 offers portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services through a Private Advisor model and a consolidated investment platform.

Terri Krueger is a financial advisor at Private Advisor Group, LLC with 17 years of industry experience. She holds the ChFC® designation and Series 63 license and has been with Private Advisor Group and LPL Financial since 2014. Outside of her advisory role, she serves as a notary and has consulting experience with a home-based body shop business. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, utilizing various investment strategies and a broad range of industry affiliations.

George Clark Jr. is a Series 65-licensed financial advisor at Brookstone Capital Management LLC with six years of industry experience. He has been with Brookstone since 2020 and concurrently holds a position at AmeriLife, where he has worked since 2012. Clark is also a licensed insurance agent in Florida, focusing on life, health, and annuity sales. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and sub-advisory services.

Reed Lipsey is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role since 2025, he worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. from 2018 to 2025, and at Citigroup from 2014 to 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and extensive market roles.

Joseph Baganski is a financial advisor with Citizens Securities, Inc. in West Palm Beach, FL, holding Series 65 and Series 63 licenses and 13 years of industry experience. His career includes roles at Citizens Bank, Santander Securities, and CCO Investment Services. Outside of finance, he manages the bookkeeping and business operations for Brenda's Hair Studio and is involved in product development and accounting for an on-demand publishing business on Amazon and Etsy. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and managed accounts, and it operates as a broker-dealer and insurance agency within the Citizens Bank, N.A. enterprise.

Jacqueline Gilbert is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds the Series 66 designation and has worked at several firms including JPMorgan Chase and Truist Investment Services. Gilbert is based in West Palm Beach, Florida. 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’s offerings include a digital advisory program managed with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Ashley Terrell is a financial advisor at Prime Capital Financial with four years of industry experience. She holds the Series 65 credential and has previously worked at Burns Wealth Advisors and Burns Estate Planning & Wealth Advisors. Prior to her financial advisory roles, she held positions with the Livingston Parish and Tangipahoa Parish School Boards and worked for Steve Scalise. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan services, family office offerings, and uses a variety of investment strategies and platforms tailored to its clients’ needs.

Alfonso Reda is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2021, and was previously with Primerica Advisors and The Guardian Life Insurance from 2000 to 2021. Outside of his advisory work, he is a volunteer committee member at Westchester Hills Golf Club, where he has been a member for over 20 years, and he is a partner in a full-service accounting firm, Reda, Romano & Co., LLP. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending solutions and donor-advised funds.