Rachel Urban is a financial advisor at Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 18 years of industry experience. Urban has been with Benjamin F. Edwards since 2015. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, employing a mix of discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Andrea Shenocca is a financial advisor at Benjamin F. Edwards & Company, Inc. with 39 years of industry experience. She holds Series 63 and Series 65 designations and has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management services, using a range of investment strategies monitored by an Investment Strategy Committee.

Karolina Bednarska is a CFP® professional with 20 years of industry experience, currently with CIBC Private Wealth Advisors, Inc. She has worked at CIBC National Trust Company since 2017 and was previously with Atlantic Trust Company, N.A. from 2016 to 2017. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a structured investment process with internal teams and committees to create customized portfolios, blending proprietary and external strategies, and manages approximately $67.8 billion in assets with 175 advisors.

Brian Jones is a financial advisor with PNC Wealth Management in Wellington, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with PNC Investments since 2013. Outside of his advisory role, he has ownership in a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses algorithmic risk assessment and invests via approved model strategies with mutual funds and ETFs.

Jeffrey Brudner is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Commonwealth and Capitol Financial Advisors since 2005. Outside of advising, he spends time on tax preparation activities unrelated to investments. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, compliance, and investment management services.

Lillian Vassilatos is a financial advisor at Cresset Asset Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Cresset since 2018. Prior to that, she spent ten years at The Northern Trust Company. Cresset Asset Management is an SEC-registered investment 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 employs a diversified, asset-allocation-driven approach combining active and passive strategies, with a structured due diligence process for manager selection and ongoing monitoring.

Abigail Cleis is a financial advisor at Citizens Securities, Inc. with two years of industry experience. She holds the Series 66 designation and has previously worked at Citizens Bank as well as in the hospitality sector. Outside of her advisory role, she is a licensed Notary Public. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, and offers investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory platform and a Managed Account program, operating as both a broker-dealer and insurance agency.

Wesley Hogue is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at T. Rowe Price for nine years. Outside of his advisory role, he is active as a real estate agent with Exit Realty. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates.

Richard Weeks IV is a financial advisor at Hightower Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Hightower Advisors and Hightower Securities, LLC since 2011. Based in Delray Beach, FL, he has spent 15 years with the Hightower organizations. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers supported by proprietary research and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

John Klopfenstein is a CFA® charterholder with three years of industry experience. He has worked at Cresset Asset Management, LLC since 2022 and previously held roles at PricewaterhouseCoopers and Sea Island Resorts. Klopfenstein serves as Vice President on the Board of Directors for the Samuel L. Asbury Foundation, a charitable organization. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, offering wealth management, portfolio management, retirement plan consulting, and family office services using a disciplined, risk-aware investment approach.

Daniel Kurylas is a Series 66-registered financial advisor with nine years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent five years at The Ayco Company, L.P./Mercer Allied. He is based in West Palm Beach, FL. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients. The firm offers financial planning and portfolio management with tailored strategies supported by internal investment research, third-party analytics, and comprehensive service programs across multiple platforms.

Mark Eskin is a financial advisor with Janney Montgomery Scott in Boynton Beach, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Janney Montgomery Scott since 1999. Eskin serves on the investment committee at Thomas Jefferson University and volunteers on the Collectors' Advisory Board for Swiss watch brand Universal Geneve. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, advisory programs, and centralized asset management through in-house and third-party managers.

Peter Cahill is a financial advisor at &Partners with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services LLC and Columbia Management Investment Distributors Inc. He is based in West Palm Beach, FL. &Partners serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm provides investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with accounts managed directly by advisors or third-party managers.

Miraj Patel is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Bank of America, Merrill, and National Securities Corp. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees, combining large institutional scale with specialized market roles.

Craig Sullivan is a financial advisor at Farther with 23 years of industry experience. He has been with Sullivan Investments Group since 2008 and joined Farther in 2025. He holds Series 63 and Series 65 licenses. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and implemented via proprietary model portfolios or custom allocations, using algorithmic rebalancing and a combination of ETFs, mutual funds, equities, fixed income, and AI tools.

Andrea Item is a financial advisor at Cresset Asset Management, LLC with 16 years of industry experience. She holds the Series 66, Series 65, and Series 63 credentials. Her prior experience includes roles at UBS Financial Services Inc, SunTrust Advisory Services LLC, SUNTRUST BANK, and Quorum Investment Counsel, LLC. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that incorporates strategic asset allocation, manager selection, and both active and passive strategies across various asset classes and alternatives.

Donald Balderson is a financial advisor with Transamerica Financial Advisors, holding a Series 65 credential and nine years of industry experience. He has been with Transamerica Financial Advisors since 2016 and has worked with the Transamerica Agency Network since 1996, serving as a Regional Vice President overseeing an insurance sales team. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes a network of advisors and multiple program platforms, implementing advisory models primarily through model portfolios and third-party managers.

Anthony Uvari is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Wells Fargo Bank, PurePoint Financial, and J.P. Morgan Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its services.

Alan Bernstein is a financial advisor at Centaurus Financial, Inc. with 24 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked in various roles including tax preparation and coaching through his involvement with the CT Institute of Finance and Sound Coaching Inc. Prior to joining Centaurus Financial in 2017, he was with American Portfolios Financial Services, Inc. from 2011 to 2017. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of advisory and brokerage services with a focus on financial planning, portfolio management, and retirement-plan consulting, employing both discretionary and non-discretionary investment approaches.

Philomene Stanley is a financial advisor at Citigroup Global Markets with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Citigroup Global Markets since 2007. Outside of her advisory role, she is the managing member of Philke Internation Limitada, a non-investment related business based in Costa Rica. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, providing a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies overseen by internal standards and committees, and operates with large institutional scale including roles as a swap dealer and futures commission merchant.