Kelly Warner is a financial advisor at NewEdge Advisors with 39 years of industry experience. He has held positions at NewEdge Advisors and NewEdge Securities since 2022 and previously worked at Oppenheimer & Co. Inc for 15 years. Warner holds Series 63, 65, and 66 licenses. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisor and client needs.

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.

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.

Kandi Lynn is a Series 66–registered advisor with TD Private Client Wealth LLC in West Palm Beach, FL, and has eight years of industry experience. Her prior experience includes roles at Merrill Lynch and Bank of America. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm’s approach combines strategic and tactical asset allocation using both affiliated and third-party sub-managers and offers ongoing portfolio management, financial planning support, and third-party custody and reporting.

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.

Henry Middleton is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Banc of America Investment Services before joining Citigroup in 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized roles such as swap dealing and futures commission merchant activities.

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.

Daniel Higashi is a financial advisor with Citizens Securities, Inc., holding Series 63, 65, and 66 designations and four years of industry experience. His work history includes multiple roles within Citizens and Citizens Securities since 2017, as well as two years at U.S. Bank. He is also an Ohio Notary, providing 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 alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a managed account program, with activities spanning discretionary and non-discretionary business through its ownership by Citizens Bank, N.A.

Brian Szytel is a financial advisor at Hightower Advisors with 24 years of industry experience. He holds the Series 66 designation and has worked at Hightower since 2015, following prior roles at Morgan Stanley, Citigroup, and UBS Financial Services. Outside of his advisory work, he serves as president of BTS Properties, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach involves manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and delivering services such as portfolio management, financial planning, and retirement consulting.

Corey Tiller is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Rockefeller, he worked at Spearhead Capital Advisors, LLC 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 a range of portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment platform, combining discretionary and non-discretionary solutions across multiple asset classes.

Terri Krueger is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 license, with 17 years of industry experience. She has been with Private Advisor Group and LPL Financial since 2014. Outside of her advisory work, she serves as a notary and is involved in consulting and home-based roles with Pampered Chef. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates client goals and risk tolerances, utilizing both proprietary and third-party strategies alongside technology platforms like Orion and Pontera.

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 bringing 13 years of industry experience. His career includes roles at Citizens Bank and Santander Securities. Outside of advising, he manages business operations for Brenda's Hair Studio and is involved in product development and accounting for On Demand Publishing on Amazon and Etsy. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Jacqueline Gilbert is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds a Series 66 designation and has worked at several financial institutions, including JPMorgan Chase and Truist Investment Services. Citizens Securities serves a broad retail client base, offering investment advisory programs, brokerage, and insurance services. The firm provides a digital advisory program using ETF-based portfolios alongside traditional managed accounts and operates as both 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.

Ayman Saad is a financial advisor with PNC Wealth Management in Lake Worth, FL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Merrill, Bank of America N.A., and Wells Fargo Bank NA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Rogelio Duran is a CFP® and holds a Series 65 license, currently serving as a financial advisor with CIBC Private Wealth Advisors, Inc. in West Palm Beach, FL. He has six years of experience with CIBC Private Wealth Advisors. CIBC Private Wealth Advisors provides investment advisory and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment process uses internal teams and committees to create customized portfolios and offers a range of strategies including options hedges and structured notes.

Melanie Miller is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and five years of industry experience. She has been with various Truist entities, including Truist Bank, since 2012. 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 tools to support its manager selection and investment oversight.