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 at Money Concepts Capital Corp with 25 years of industry experience. He holds Series 65 and Series 63 licenses and 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, estates, and corporations. The firm manages approximately $4.07 billion in client assets through a network of several hundred advisors, utilizing model-driven and asset-allocation approaches with both discretionary and non-discretionary 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 prior work includes roles at Citizens Bank, MassMutual, MML Investors Services, and MassMutual Life Insurance Co. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers a range of advisory and brokerage services, including a digital advisory program and managed accounts, and operates as a broker-dealer and insurance agency.

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 at GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials with three years of industry experience. Prior to joining GWN Securities, Mikell worked at OneAmerica Securities Inc., American United Life, W&S Brokerage Services Inc., and Amrock. He serves on the board of the Washington County TN Library Foundation and is involved in financial advising and insurance through other business activities. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and model-based allocations, employing tactical strategies including market-timing and momentum-based approaches.

Christopher Mcclowry is a financial advisor with Oppenheimer in North Palm Beach, FL, holding a Series 66 designation and 18 years of industry experience. He has previously worked at D.A. Davidson & Co., Hilltop Securities Inc., William Blair & Company, and Morgan Stanley. Oppenheimer serves individuals, corporations, retirement plans, and charitable organizations through a range of advisory programs, offering both discretionary and non-discretionary services that include equity, balanced, and fixed-income portfolios with strategic asset allocation and manager selection.

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 four years of industry experience. He is currently with TLG Advisors, Inc. in Palm Beach Gardens, FL, and has held positions at The Leaders Group Inc., MML Investors Services, MassMutual Life Insurance Co., Pruco Securities LLC, and I Squared Capital. Outside of his advisory role, he is involved in junior golf development to support the golf training of his children. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and offers various portfolio management services including a direct-to-consumer digital program called Starlight Portfolios.

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 with Lincoln Investment in Jupiter, Florida, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Lincoln Investment since 2017 and previously spent nine years with Legend Equities Corporation and two years with Mutual Service Corporation. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and manages adaptive strategies.

Matthew Arendt is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently affiliated with Commonwealth Financial Network and is a co-owner of Atlantic Wealth Advisors, LLC. Prior to his current roles, he worked at Bank of America, N.A. and Merrill. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $210 billion in client assets. The firm offers a comprehensive adviser support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

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 at Citigroup Global Markets with 14 years of industry experience. He holds Series 63, 65, and 66 licenses and has previous roles at Goldman Sachs Wealth Services, The Adirondack Trust Company, and several other firms. Outside of his advisory work, he serves as treasurer for the Catie Hoch Foundation, a charitable organization. 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 uses multi-asset, multi-manager strategies with extensive internal oversight and provides bespoke solutions for high-net-worth clients.

Tad Sacheck is a financial advisor at Mariner with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Prudent Insurance, LLC and Raymond James Financial Services. Outside of advisory work, he is involved with Prudent Insurance, LLC, where he serves as a life, health, and variable annuity agent. Mariner serves a diverse client base including individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with external manager allocations, spanning a wide range of strategies, and also provides integrated tax services and administrative family office capabilities.

Ann Ruane is a financial advisor at Truist Advisory Services with 27 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Her prior experience includes roles at Bank of America, Merrill, and Citigroup Global Markets. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

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 with Oppenheimer, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with Oppenheimer since 2007. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.