Bryan Bornschein is a financial advisor at Truist Advisory Services with four years of industry experience. His prior roles include positions at Valley Wealth Managers, Valley National Bank, Starwood Property Trust, and JP Morgan. Bryan holds the Series 63 and Series 66 licenses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across its affiliated entities.

Stephen Smith is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds a Series 66 designation and has been with SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. since 1993. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program. The firm combines discretionary and non-discretionary approaches and integrates inter-affiliate resources, including AI-enabled research tools and third-party platform arrangements.

Michael Douglass is a financial advisor at Oppenheimer with 23 years of industry experience. He has held a Series 66 designation and has been with Oppenheimer since 2005, following two years at Morgan Stanley DW Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and provides both discretionary and non-discretionary advisory services that include strategic asset allocation, manager selection, and tailored investment policy development.

Ambreen Haider is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her prior roles include six years with JPMorgan Chase Bank and J.P. Morgan Securities, as well as positions at HSBC Securities and HSBC Bank USA. Wealth Enhancement Advisory Services provides financial planning and asset management for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies, supported by an internal Investment Committee overseeing portfolio construction and rebalancing.

Seth Ripple is a CFP® with 33 years of industry experience, currently serving at Rockefeller Financial LLC. He joined Rockefeller in 2025 after 12 years at UBS Financial Services. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides a range of investment and advisory services through its Private Advisor model and consolidated investment platform.

Alain Dieguez Herrera is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment approach.

Delfin Blanco is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has one year of industry experience, all with Truist entities since 2025, and previously worked at Truist from 2016 to 2025. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools in its research and oversight processes.

Arturo Perret Gentil is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has previously worked at Morgan Stanley in various capacities since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and research tools.

Daniel Marlborough is a financial advisor with Independent Financial Partners in Fort Lauderdale, FL, holding a Series 66 license and 14 years of industry experience. His prior work includes roles at Fidelity Brokerage Services, Bank of America, and Merrill. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. 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 services.

Albert Nassar is a financial advisor with Oppenheimer in Fort Lauderdale, FL, holding Series 66 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Heller Private Wealth LLC, Ameriprise Financial Services, Bank of America, and Merrill Lynch. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of discretionary and non-discretionary services spanning equity, balanced, and fixed-income portfolios, with an emphasis on strategic asset allocation, manager selection, and customized consulting and retirement solutions.

Matthew Mc Kean is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Fiduciary Trust, JPMorgan Securities LLC, and Merrill, where he spent over two decades. He is based in Fort Lauderdale, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships supported by AI-enabled research tools and a multi-affiliate operating structure.

Wilmer Fernandez Dominguez is a financial advisor with Osaic Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at United Capital Financial Advisers, Cetera Advisor Networks, and Triad Advisors. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment solutions, including representative-managed programs, third-party manager and wrap programs, retirement plan consulting, financial planning, and access to alternative investments, employing a mix of fundamental and technical analysis alongside tactical trading and structured products.

Marlene Eisen is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with rigorous internal oversight and combines large institutional scale with specialized market roles, including swap dealing and futures commission merchant activities.

Piero Rosas is a financial advisor at Independent Financial Partners with 26 years of industry experience. He has held positions at Independent Financial Partners since 2012 and previously worked at Investacorp Advisory Services Inc and Wamu Investments, Inc. in roles involving financial planning and investment advisory services. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model, allowing advisors to set their own investment strategies while also providing centralized asset management options and specialized retirement-plan advisory and pension consulting services.

Christine Kock is a financial advisor at Oppenheimer with 34 years of industry experience. Her background includes roles at TD Bank N.A., TD Private Client Wealth LLC, Charles Schwab, and Waddell & Reed. She holds Series 63 and Series 66 designations and is based in Fort Lauderdale, FL. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Joseph Garrel is a financial advisor with Eagle Strategies (NY Life) based in Hallandale Beach, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked with Eagle Strategies since 2017 and operates Garrel Miani Financial Group Inc., which brokers insurance products including those from New York Life. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with both individual and institutional clients.

Luciano Guerra is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 licenses. Guerra also has a managing role at R1S1 Realty, a real estate business that helps tenants find apartments, although he no longer actively manages this business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates closely with affiliated Empower entities for recordkeeping and investment services.

Jaemair Lewis is a financial advisor at Truist Advisory Services with a Series 66 designation. He has one year of experience in advisory roles and previously worked in banking, including seven years at Truist Bank and three years at Banch Banking & Trust Co. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

William Elmore Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Fahnestock & Co. Inc., a division of Oppenheimer, since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of programs and advisory services, including equity, balanced, and fixed-income portfolios, and provides both discretionary and non-discretionary management.

Bonnie Sachs is a financial advisor with Lincoln Investment in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. She has worked at Lincoln Investment since 2017 and was previously with Gilford Financial Corp. from 2007 to 2015. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth clients, trusts, charities, and retirement plans, including a long history with educators and 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers, with investment strategies developed by an in-house research team and supported by a broad network of independent advisors.