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.

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.

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 at Truist Advisory Services with four years of industry experience. She holds the Series 63 and Series 66 designations and has worked within various Truist entities since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.

Eric Jones is a financial advisor at Lincoln Investment with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2024. Prior to joining Lincoln, he spent 17 years at TIAA-CREF and TIAa. Jones is the founder and owner of FINsights LLC, where he participates in group round tables and speaking engagements related to wealth management. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and tactical approaches overseen by its Investment Management & Research team.

Kathi Sterns is a financial advisor with Citizens Securities, Inc., holding a Series 66 designation. She has seven years of experience at Citizens Bank and one year with Citizens Securities. Prior to entering the financial industry, she worked for fourteen years at Bed Bath and Beyond. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm utilizes a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Charles Sullivan is a CFP® with four years of industry experience, currently an advisor at Farther since 2025. He previously worked at Sullivan Investments Group, LLC and has held roles in property and team management for a professional athlete through his side business, V1kaLLC. His background also includes positions at Westmoor Club and Seminole High Performance Tennis Academy. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates, utilizing a Modern Portfolio Theory-based approach implemented through proprietary model portfolios and algorithmic rebalancing. The firm supplements advisor judgment with AI tools and offers additional services including retirement plan consulting and recommendations on private investment funds.

Brett Shofner is a financial advisor at Osaic Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for American Portfolios Financial Services, Inc. for 22 years. Outside of his advisory role, he owns Work Plan Retire, a business unrelated to securities, and assists 401(k) participants with financial planning through Seabreeze Wealth Management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and nonprofit organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, using both proprietary and third-party platforms.

Jeffrey Sartorius is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2017. He previously worked at LPL Financial, LLC (formerly LINSCO/PRIVATE LEDGER CORP.) beginning in 2004. Outside of his advisory role, Sartorius is involved in outside sales of non-variable insurance. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs and separately managed account strategies.

Rachel Urban is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 18 years of industry experience. She has been with Benjamin F. Edwards & Company since 2015. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management solutions that include firm-developed and third-party model strategies with ongoing oversight and periodic review.