Yolanda Flores is a financial advisor with MissionSquare Retirement in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and with 29 years of industry experience. She has worked at ICMA Retirement Corporation since 2007. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and are delivered through multiple channels to more than 40,000 participants within MissionSquare-administered accounts.

Kathleen Marteney is a financial advisor at Provenance Wealth Advisors with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Provenance Wealth Advisors since 2014, including a role at PWA Securities, LLC since 2023. Marteney also receives referral fees for business referred to a CPA firm. Provenance Wealth Advisors manages approximately $3.63 billion in assets across nearly 2,864 clients and offers portfolio management, financial planning, and retirement planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes a multi-custodial platform and employs various investment strategies including equities, ETFs, mutual funds, and option strategies, providing both discretionary and non-discretionary management.

Nicolas Garcia is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2022. Prior to this, he was involved with My Legacy Group and has experience in accounting and academic roles. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds, and offers investment management primarily on a discretionary basis using model portfolios, unified managed accounts, and separately managed accounts.

Kevin Brown is a financial advisor at Corient with six years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Emfo LLC. His background includes roles in both financial services and property management. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines internal strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Ken Tanaka is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Truist Advisory Services and has been associated with SunTrust Advisory Services, SunTrust Investment Services, Inc., and SunTrust Bank since 2016. He holds the Series 63 and Series 66 licenses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program, implementing advice through discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research 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.

Joseph Maglio is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Churchill Management Group, TD Ameritrade, and Fisher Investments. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies alongside various specialized offerings.

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. He has worked at Truist and its predecessor entities since 2017 and previously spent three years at City National Bank of Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms 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 is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and donor-advised fund advisory, utilizing multiple program models and a combination of proprietary and third-party platforms.

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. He holds Series 66 and Series 63 credentials. His prior roles include positions at Valley Wealth Managers, Valley National Bank, and JP Morgan. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

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 22 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2005. Based in Fort Lauderdale, FL, he works within a firm that serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. Oppenheimer provides a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and various investment strategies to meet client objectives.

Ambreen Haider is a financial advisor at Wealth Enhancement Advisory Services, LLC with seven years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and HSBC Securities (USA) Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and emphasizes diversified, risk-class based allocations blending passive and active management, supported by an internal Investment Committee.

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.

Gustavo Ibanez is a Series 66-licensed financial advisor with Valic Financial Advisors, bringing five years of industry experience. His career includes roles at Bank of America, Merrill, and Northwestern Mutual. Outside of advisory services, he manages a security camera consulting business. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm employs technology-driven solutions and centralized model portfolios to serve a broad client base.

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.