Joseph Ricotta is a CFP®-credentialed financial advisor with 30 years of industry experience, currently affiliated with Citigroup Global Markets Inc. since 2008. He is based in North Palm Beach, FL, and holds Series 63 and Series 65 licenses. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies using both discretionary and non-discretionary approaches and manages various investment vehicles including separately managed accounts, mutual funds, ETFs, and alternative funds.

Patrick Lapadat is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 licenses and has 14 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 11 years before joining Empower Financial Services, Inc. and subsequently Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm offers a single point-in-time financial plan alongside optional managed account solutions, operating within an integrated platform tied to Empower’s recordkeeping and administrative services.

Denton Brooks is a financial advisor with GWN Securities Inc. in Hudson, Ohio, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at GWN Securities since 2006 and has also been affiliated with ING and Cleercreek Financial Corp for over two decades. Outside of his advisory roles, he is the owner of Cleercreek Financial Group, which sells life, health, and annuity products, and manages a family limited partnership trust. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, operating through a network of about 423 advisors and managing approximately $3.65 billion across more than 37,000 client accounts.

Samuel Leech is a CFP® with eight years of industry experience, currently working at HB Wealth. He previously worked at SEI Investments Management Corporation for six years and SEI Private Trust Company for one year. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth management, investment management, and financial planning, with an investment process that combines quantitative and qualitative due diligence across a range of public and private strategies.

Linda Wellington is a financial advisor with Citizens Securities, Inc., holding Series 63 and Series 65 licenses and 10 years of industry experience. She has worked primarily within the Citizens Bank and Citizens Securities network since 2012, including eight years at SunTrust Investment Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering a range of investment advisory, brokerage, and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Christine Delvecchio is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Merrill and Bank of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide 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, including in-house research and derivatives services.

James Mckenzie is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America, Merrill, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. In addition to his advisory role, he serves as an adjunct professor at Palm Beach Atlantic University’s Rinker School of Business, teaching a course on Issues in International Business. 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 combines discretionary and non-discretionary portfolio management, financial planning, and consulting with broker-dealer services, including securities transactions, variable insurance products, and investment banking.

Thomas Parker is a financial advisor at Hightower Advisors with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Hightower Advisors and Hightower Securities since 2017, following prior roles at Bank of America and Merrill. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s advisory approach includes multi-manager solutions and proprietary research, serving pension plans, charitable organizations, corporations, trusts, and other financial institutions.

Christopher Hurley is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds a Series 66 designation and has worked at CITI Private Bank since 2010. Based in West Palm Beach, FL, Hurley’s tenure at a major private bank forms the core of his career background. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains a combination of large institutional scale with specialized market roles, including security-based swap dealing and futures commission merchant services.

Daniel Pyle is a financial advisor at Money Concepts Capital Corp with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Money Concepts Capital Corp since 2005. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets through a network of several hundred advisors, utilizing model-driven and asset-allocation approaches with both discretionary and non-discretionary programs.

Richard Berry is a financial advisor at Independent Financial Partners with 38 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, Inc. Berry is also the owner of Berry Wealth Management, a separate advisory business. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. 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.

Ami Friedman is a financial advisor with Lincoln Investment in Boynton Beach, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Lincoln Investment since 2017 and previously at Legend Advisory Corporation from 2014 to 2019. Outside of her advisory role, she participates in her community as an unofficial lector at Chabad Lubavitch of Greater Boynton Beach. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that designs strategic model portfolios and adaptive strategies.

Joseph Nowaczyk is a financial advisor with Citizens Securities, Inc. in West Palm Beach, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Citizens Bank, MassMutual, MML Investors Services, and MassMutual Life Insurance Co. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers a range of advisory and brokerage services, including a digital advisory program and managed accounts, and operates as a broker-dealer and insurance agency.

Stella Bray is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2008. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach includes multi-manager solutions, discretionary and non-discretionary portfolio management, and access to pooled and private investment vehicles.

David Darby is a CFA® charterholder with 29 years of industry experience. He is currently with Farther Finance Advisors, LLC and has previously worked at DG Wealth Partners LLC and Goldman, Sachs & Co. from 1996 to 2017. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm’s investment approach is based on Modern Portfolio Theory and utilizes bespoke allocations or proprietary algorithmic model portfolios with automatic rebalancing, primarily investing in ETFs, mutual funds, equities, and fixed income.

Mikell Admire is a financial advisor at GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials with three years of industry experience. Prior to joining GWN Securities, Mikell worked at OneAmerica Securities Inc., American United Life, W&S Brokerage Services Inc., and Amrock. He serves on the board of the Washington County TN Library Foundation and is involved in financial advising and insurance through other business activities. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and model-based allocations, employing tactical strategies including market-timing and momentum-based approaches.

Christopher Mcclowry is a financial advisor with Oppenheimer in North Palm Beach, FL, holding a Series 66 designation and 18 years of industry experience. He has previously worked at D.A. Davidson & Co., Hilltop Securities Inc., William Blair & Company, and Morgan Stanley. Oppenheimer serves individuals, corporations, retirement plans, and charitable organizations through a range of advisory programs, offering both discretionary and non-discretionary services that include equity, balanced, and fixed-income portfolios with strategic asset allocation and manager selection.

Michael Blankenship is a financial advisor with Janney Montgomery Scott in Palm Beach Gardens, FL, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Janney Montgomery Scott since 2003. Outside of his advisory work, he is a managing member of Fulcrum Stable, LLC, where he is involved in selecting horses to be purchased and raced. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

Christian Nana Tanke is a CFA® charterholder and Series 63 licensee with four years of industry experience. He is currently with TLG Advisors, Inc. in Palm Beach Gardens, FL, and has held positions at The Leaders Group Inc., MML Investors Services, MassMutual Life Insurance Co., Pruco Securities LLC, and I Squared Capital. Outside of his advisory role, he is involved in junior golf development to support the golf training of his children. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and offers various portfolio management services including a direct-to-consumer digital program called Starlight Portfolios.

Jarrett Bostwick is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Spearhead Capital Advisors, LLC, and Bonaventure Equity. Outside of advisory work, he serves as CEO and general counsel for FactorHealth Management, a specialty pharmaceutical company that has ceased operations, and is involved in multiple private holding companies in various industries. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, supported by an integrated investment platform and a registered broker-dealer structure that provides brokerage, insurance, placement, and investment banking services.