Adam Tau is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior work includes six years at Madison Avenue Securities, LLC and roles at North Ridge Wealth Planning, Cetera Advisor Networks, and Dynamic Wealth Strategies, Inc., where he is also a partner and officer. Outside of advisory work, he is involved in ownership and management of several ecommerce businesses. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs a model portfolio approach with discretionary management, offering various asset allocation strategies and supporting third-party RIAs through sub-advisory and model-licensing arrangements.

Aaron Pisani is a financial advisor at William Blair with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Manning & Napier Investor Services, Inc. and Manning & Napier Advisors, LLC for 12 years. Outside of his advisory role, he serves as a board member and Sergeant at Arms for the Italian American Club of the North Palm Beaches. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Daniel Bertucelli is a financial advisor with Money Concepts Capital Corp, holding Series 65 and Series 63 licenses and bringing 35 years of industry experience. He has been with Money Concepts since 2017 and has a long career history that includes leadership roles in accounting services and property management through his own firms. Outside of advisory work, he serves as president and CEO of BERT & ASSOCIATES, INC., which provides accounting and tax services to individuals and small businesses. Money Concepts Advisory Service is an enterprise-scale firm managing over $4 billion in client assets through a network of several hundred advisors. The firm offers investment advisory, financial planning, and consulting services to a diverse client base, utilizing model-driven and asset-allocation approaches.

Jason Dilorenzo is a financial advisor with Citigroup Global Markets Inc. in Palm Beach Gardens, FL. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior work includes roles at J.P. Morgan Securities and Chase Investment Services Corp. Jason has been with Citigroup Global Markets since 2017. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services, supporting a broad range of advisory and execution capabilities.

Jill Leitsch is a financial advisor with Citizens Securities, Inc. in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked within Citizens Bank and Citizens Securities in various roles since 2017. Outside of her advisory work, she serves as a power of attorney and named successor trustee for family trusts with minimal monthly commitments. Citizens Securities serves a diverse 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 program and a Managed Account program, operating within a combined bank, broker-dealer, and insurance framework.

Maressa Etzig Marin is a Certified Financial Planner (CFP®) with 10 years of industry experience. She currently works at Creative Planning and previously spent 10 years at Cetera Wealth Services. Marin also serves as an Investment Advisory Representative at SageView Advisory Group, where she is involved in financial planning and asset management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm emphasizes a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Laura Bornheimer is a financial advisor at GWN Securities Inc. with 37 years of industry experience. She holds Series 65 and Series 66 licenses and has been with GWN Securities since 2004. Outside of her advisory work, she is the owner of Bornheimer Farms LLC, an orchard farm specializing in organic vegetables. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm employs both affiliated and unaffiliated sub-advisers and utilizes market-timing and momentum-based strategies in certain legacy programs.

Daniel Roth is a financial advisor at Kestra Advisory with 13 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Kestra Advisory in 2023, he worked for Cary Stamp & Company for 11 years. Roth also operates Roth Wealth Management, where he provides clients with insurance options and reviews policies annually. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm provides services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, supporting recommended investments with due diligence and serving clients that include large institutional investors and sovereign wealth funds.

Michael Sherrod is a financial advisor with Fifth Third Securities, Inc. in Melbourne, Florida. He holds a Series 66 designation and has nine years of industry experience, including roles at LPL Financial, Vystar Credit Union, and Space Coast Credit Union. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Patrick Williams is an investment advisor representative at Kestra Advisory with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Kestra Advisory since 2017, previously affiliated with Kestra Investment Services and Washington Square Securities. Outside of his advisory work, he is involved with Honda Ambassadors, a community and charitable organization, and leads a marketing venture creating cartoons. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, benchmarking, and employee education, serving large institutional investors and utilizing multiple management platforms and third-party solutions.

Cary Stamp is a financial advisor with Commonwealth Financial Network in Jupiter, FL, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been associated with Lincoln Park Financial Group and Commonwealth Wealth Financial since 2002. Outside of his advisory role, Cary is involved in business advisory and executive coaching through Vistage, where he conducts seminars. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad client base. The firm provides a comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, and custody services, offering a variety of investment options including mutual funds, ETFs, and personalized indexing.

Philip Blumel is a CFP® professional with 29 years of industry experience, currently serving at Janney Montgomery Scott since 2021. Prior to this, he worked for 25 years at Raymond James & Associates. He is also the president of U.S. Term Limits, a nonprofit single-issue advocacy group based in Washington, DC, where he participates in public speaking and board activities. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through brokerage, financial planning, and advisory programs. The firm combines in-house and third-party portfolio management and offers trustee and custody services uncommon among large advisers.

Anthony Alvarez is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has 11 years of industry experience. He has been with Bankers Life Advisory Services since 2019 and has worked with affiliated entities since 2004. In addition to his advisory role, Alvarez is an insurance agent for Bankers Life. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in their investment approach.

Sara Scholl is a CFP® with 18 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2017. Before joining GWN Securities, she worked at MSI Financial Services, Inc. for one year. Outside of her advisory work, she co-owns Regaroo LLC, a company that designs and markets products for online sales. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, offering discretionary portfolio management, model portfolios, and financial planning. The firm uses a blend of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in certain legacy programs.

Francisco Navarro is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2018, with prior roles at US Health Advisors, Infinite Management Solutions, and Enterprise Rent-A-Car. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic and tactical asset allocation and access to both affiliated and third-party investment managers.

Simon Korby is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Empower Advisory Group and Empower Financial Services in 2026, he worked at Florida Financial Advisors and has experience in other sectors including retail and entertainment. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and savings rates, offering both point-in-time financial plans and optional managed account solutions.

Sifredo Asencio is a financial advisor at Empower Advisory Group with 28 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work history includes roles at GWFS Equities, Inc., Prudential Investment Management Services, LLC, and Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Stiles Higgins is a financial advisor at GWN Securities Inc. with one year of industry experience. He holds the Series 66 designation and has worked in various roles across educational institutions and business sectors. GWN Securities provides investment advisory and related services to individual and corporate clients through a range of managed account programs, financial planning, and third-party manager introductions. The firm employs a combination of affiliated and unaffiliated sub-advisers and model-based allocations, incorporating market-timing and momentum-based strategies in select programs.

Ramon Hernandez is a financial advisor at TD Private Client Wealth LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2021, following a decade at TD Ameritrade Inc. 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 TDIS clients. The firm offers ongoing portfolio management, financial planning support, and access to a range of investment products through a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers.

Gregory Young is a CFP® with 31 years of industry experience, currently with Janney Montgomery Scott since 2020. He previously spent 19 years at Raymond James & Associates. Outside of his advisory role, he is involved as a limited partner in Young Family Holdings, LLC. 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 individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, consulting, and advisory services.