Kelly Warner is a financial advisor with NewEdge Advisors in Delray Beach, FL, holding Series 63, 65, and 66 licenses and has 39 years of industry experience. Prior to joining NewEdge Advisors and Securities in 2022, Warner worked at Oppenheimer & Co. Inc. for 15 years and Citigroup Global Markets for 6 years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent investment adviser representatives. The firm provides diverse portfolio management and consulting services, employing multiple program structures and leveraging technology and centralized due diligence 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 66, Series 63, and Series 65 licenses. He has six years of industry experience, all with PNC in various roles since 2014. Outside of his advisory work, he serves as a goalkeeper coach for the Wellington Waves Soccer Club. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital portfolio solution for employees that uses algorithmic risk assessment and model-managed 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.

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 a Series 66 designation and has worked at several notable firms, including Morgan Stanley and UBS Financial Services. Outside of his advisory role, he serves as president of BTS Properties, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and delivers services that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan 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 credentials and 13 years of industry experience. He has previously worked at Santander Securities, LLC and CCO Investment Services, among other firms. Outside of his advisory role, he manages administrative and accounting tasks for a small hair studio and a product development and publishing business on Amazon and Etsy. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory services include a digital advisory platform and a Managed Account program, and it operates as a broker-dealer and insurance agency.

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.

Michael Bono is a CFP® professional with nine years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Lake Tahoe Wealth Management, Inc. and BCK Partners, Inc. Wealth Enhancement Advisory Services provides comprehensive financial planning and asset management for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

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 at Guardian Life with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Life and Park Avenue Securities since 2000. In addition to his advisory work, he is a partner at Reda, Romano & Co., LLP, a full-service accounting firm, and serves as a volunteer committee member at Westchester Hills Golf Club. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management and model-based strategies, as well as access to insurance products and alternative investments.

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.