Kevin Brown is a financial advisor at Corient with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Emfo LLC. Brown is based in Weston, Florida. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and specialized offerings, continuously monitoring portfolios with various risk management tools.

Johan Rubio is a financial advisor with TIAA-CREF in Pembroke Pines, FL. He holds a Series 66 designation and has eight years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals—often those connected through TIAA-administered employer retirement plans—as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, serving a range of clients with model and customized portfolio options.

Ehab Abdalla is a financial advisor with Eagle Strategies (NY Life) in Sunrise, FL, holding CFP®, Series 63, and Series 65 designations and bringing 16 years of industry experience. He has worked at several firms including Provenance Wealth Advisors and Raymond James Financial Services, and currently serves as an instructor for a Retirement Planning course at Florida Atlantic University. He also operates under the DBA The Bridge Group, Inc. to service insurance and financial product clients. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and offers multiple program types, managing the majority of assets on a non-discretionary basis, with a notable focus on relationships with institutional sponsors.

Emil Manzano is a financial advisor at Truist Advisory Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Citigroup and Amerant Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Michael Brin is a CFP® professional with 14 years of experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior roles include positions at Bb&T Securities, Bb&T Bank, and Bbtis. He is a board member of Debbie's Dream Foundation, a nonprofit focused on funding research for curing stomach cancer. 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 consulting supported by AI-enabled research tools.

Joel Goren is a CFP® professional with 10 years of industry experience, currently serving at Truist Advisory Services in Fort Lauderdale, FL. His career includes roles at Truist Investment Services and BB&T, spanning over a decade. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform agreements and AI-enabled research tools.

Kevin Woodcheke is a financial advisor with Osaic Advisory Services, LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Goldman Sachs and Fidelity Investments. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing fundamental and technical analysis, tactical trading, and alternative investments within an integrated platform ecosystem.

Allan Budelman is a financial advisor at Corient with 24 years of industry experience. He holds a Series 66 designation and has worked at Corient and its predecessor entities since 2024. Prior to that, he spent seven years at Emfo, LLC, four years at CPS Partners, LLC, and twenty years at Emerald Asset Advisors, LLC. Allan serves on the advisory board of The Memorial Foundation, a nonprofit supporting health care services in South Florida. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that incorporates both in-house strategies and third-party managers, with ongoing portfolio monitoring and risk management.

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.

Bruce Garber is a financial advisor at Citigroup Global Markets with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including National Asset Management, National Securities Corp, and Questar Capital Corporation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer 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.

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.