Thomas Parker is a financial advisor at Hightower Advisors with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Hightower Advisors and Hightower Securities since 2017, following prior roles at Bank of America and Merrill. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s advisory approach includes multi-manager solutions and proprietary research, serving pension plans, charitable organizations, corporations, trusts, and other financial institutions.

Christopher Hurley is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds a Series 66 designation and has worked at CITI Private Bank since 2010. Based in West Palm Beach, FL, Hurley’s tenure at a major private bank forms the core of his career background. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains a combination of large institutional scale with specialized market roles, including security-based swap dealing and futures commission merchant services.

Daniel Pyle is a financial advisor with Money Concepts Capital Corp in Palm Beach Gardens, FL, holding Series 65 and Series 63 licenses with 25 years of industry experience. He has been with Money Concepts Capital Corp since 2005. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets through model-driven and asset-allocation approaches, offering both discretionary and non-discretionary portfolio programs.

Richard Berry is a financial advisor at Independent Financial Partners with 38 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, Inc. Berry is also the owner of Berry Wealth Management, a separate advisory business. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Joseph Nowaczyk is a financial advisor with Citizens Securities, Inc. in West Palm Beach, FL, holding a Series 66 designation and four years of industry experience. His career includes roles at Citizens Bank, MassMutual, and MML Investors Services. 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 a digital advisory program that recommends ETF-based portfolios using proprietary algorithms and a client risk-tolerance questionnaire, alongside managed accounts and commission-based brokerage activities.

Stella Bray is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2008. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach includes multi-manager solutions, discretionary and non-discretionary portfolio management, and access to pooled and private investment vehicles.

Michael Diamond is a financial advisor with Corient in Jupiter, FL, holding a Series 65 credential. He has one year of industry experience and has held roles at Corient, Corient Services LLC, NewDay USA, Extended Travel, and Center for Asset Management. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and uses risk management tools and stress testing to align portfolios with client objectives.

David Darby is a CFA® charterholder with 29 years of industry experience. He is currently with Farther Finance Advisors, LLC and has previously worked at DG Wealth Partners LLC and Goldman, Sachs & Co. from 1996 to 2017. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm’s investment approach is based on Modern Portfolio Theory and utilizes bespoke allocations or proprietary algorithmic model portfolios with automatic rebalancing, primarily investing in ETFs, mutual funds, equities, and fixed income.

Mikell Admire is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining GWN Securities, he worked at OneAmerica Securities Inc., American United Life, W&S Brokerage Services Inc., and Amrock among others. Admire serves as a board member of the Washington County TN Library Foundation and is involved in financial advising and insurance through several other business activities. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning services. The firm employs a mix of affiliated and unaffiliated sub-advisers and uses both model-based and tactical investment strategies, including market-timing and momentum-based approaches.

Michael Blankenship is a financial advisor with Janney Montgomery Scott in Palm Beach Gardens, FL, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Janney Montgomery Scott since 2003. Outside of his advisory work, he is a managing member of Fulcrum Stable, LLC, where he is involved in selecting horses to be purchased and raced. 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 a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

Christian Nana Tanke is a CFA® charterholder and Series 63 licensee with three years of industry experience. He is currently with TLG Advisors, Inc. and has held roles at The Leaders Group Inc, MML Investors Services, MassMutual Life Insurance Co., Pruco Securities LLC, and I Squared Capital. Outside of his advisory work, he is involved in junior golf development, supporting the golf training of his children. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services that include investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.

Jennifer Cutolo is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. She holds a Series 66 designation and has worked in various roles including at eBay and Raymond James and Associates. Outside of her advisory work, she is involved with Gardens Drugs, a retail pharmacy owned by her husband, where she serves as a bookkeeper. 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 a diverse client base including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Suzanne Rupkey is a financial advisor at Lincoln Investment with 23 years of industry experience. She has held roles at Lincoln Investment since 2017 and previously worked at Legend Equities Corporation for nine years. Her professional credentials include Series 63 and Series 65 licenses. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning services and investment strategies, combining in-house and third-party approaches overseen by an Investment Management & Research team.

Matthew Arendt is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 21 years of industry experience. He has worked at Commonwealth since 2022 and previously held roles at Atlantic Wealth Advisors, Bank of America, and Merrill. Arendt is a co-owner of Atlantic Wealth Advisors, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs, technology, compliance, and practice-management support, allowing affiliated advisors discretion in constructing client portfolios alongside managed discretionary model portfolios.

Christian Kassel is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses. His background includes prior roles at Equitable Advisors, LLC, AXA Advisors, LLC, and over a decade associated with Pine Creek Farm. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, providing investment advisory programs alongside brokerage and insurance services. The firm offers a digital advisory program and managed accounts, operating as both a broker-dealer and insurance agency.

Christopher Rose is a financial advisor with Citigroup Global Markets who holds Series 65, Series 66, and Series 63 licenses and has 14 years of industry experience. Prior to joining Citigroup in 2025, he worked at several firms including Equity Services, Inc., National Life Group, and The Adirondack Trust Company. He serves as treasurer for the Catie Hoch Foundation, a charitable organization. Citigroup Global Markets provides services to individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Tad Sacheck is a financial advisor at Mariner with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Prudent Insurance, LLC, Atlantic Wealth Partners, LLC, and Raymond James Financial Services Advisors. Sacheck is also involved in insurance sales focusing on life, health, and variable annuities. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs a discretionary, customized portfolio approach supported by an internal team and third-party managers, and it provides integrated tax and accounting services along with financial wellness tools for employers.

Deanna Waters is a financial advisor with TD Private Client Wealth LLC in West Palm Beach, FL. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Deanna has worked at TD Bank NA and its affiliates since 2014. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a combination of strategic and tactical asset allocation through its proprietary portfolio offerings and relies on both affiliated and third-party managers.

Daniel Dileo is a financial advisor at Oppenheimer with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2007. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, charitable organizations, and retirement plan fiduciaries. The firm provides advisory and brokerage services with investment management, consulting, financial planning, and private-fund management, using a range of asset allocation and investment strategies tailored to client objectives.

Dylan Walker is a financial advisor at Mariner with four years of industry experience. He holds a Series 66 designation and has worked at firms including Atlantic Wealth Partners, Morgan Stanley, Bank of America, and Merrill Lynch. Mariner serves a diverse client base ranging from individuals and high-net-worth households to pension plans and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and access to third-party managers, with a notable emphasis on integrated tax services and administrative CFO capabilities.