Theodore Boyes is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Kestra Financial Services, Inc. from 2016 to 2018. In addition to his role at Integrity Alliance, he is also an advisor at Legend Wealth Management, LLC, where he provides investment management and financial planning services. Integrity Alliance is a large advisor network offering advisory and brokerage services to individual investors, corporations, and qualified retirement plans. The firm manages approximately $5.4 billion in client assets through a range of portfolio management strategies and third-party sub-advisers, and operates with unique features such as dual registration as an SEC-registered investment adviser and broker-dealer.

Francis Schanne V is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. He has been with Commonwealth and Cary Stamp & Company since 2018. Prior to his advisory career, he worked at Sacred Heart University for four years. Commonwealth Financial Network is a registered investment adviser that supports a national network of nearly 3,000 advisors and their clients by providing a range of advisory programs, technology, and practice-management services. The firm offers discretionary model portfolios and customizable investment solutions while serving both retail and institutional clients.

Carlos Farelo is a CFP® professional with 21 years of experience in the financial services industry. He is currently with OSAIC Institutions, Inc., where he has worked since 2025, following prior roles at Ameriprise and Royal Alliance. Carlos serves on the Board of Directors and acts as Treasurer for The Academy of Finance at William T Dwyer High School. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, including high-net-worth clients, ERISA plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, retirement plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary assets under management.

Christopher Burke is a financial advisor at Corient with three years of industry experience. He holds Series 66 and Series 65 licenses and previously worked for Matrix Capital Advisors, LLC for over two decades. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and risk management tools.

Katherine Barnhart is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Truist Advisory Services, Truist Investment Services, and BB&T Investment Services. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Gregory Harvey is a financial advisor with GWN Securities Inc. in Fort Pierce, Florida, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at CoreCap Investments, Ameritas Investment Corp., and CCF Investments, Inc. Outside of his advisory work, he participates in the Dave Ramsey SmartVestor Pro program, connecting with clients through this advertising platform. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including SMA, UMA, and fund-strategist options, supported by a network of approximately 423 advisors.

John Lahoud is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at Rockefeller Capital Management since 2025 and was previously with Bank of America and Merrill from 2013 to 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services through a Private Advisor model and a consolidated investment platform.

Mark Foley is a financial advisor with Janney Montgomery Scott in Jupiter, FL, holding Series 63, 65, and 66 designations and bringing 33 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, Foley volunteers with the Framingham Food Pantry, assisting with donation management and distribution. 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—and offers a range of brokerage, financial planning, and advisory services through in-house portfolio management, third-party managers, and multiple wrap programs.

Taylor Northrop is a financial advisor with GWN Securities Inc., holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with GWN Securities since 2005. Outside of his advisory role, Northrop volunteers as a football coach at Princeton University and runs the Taylor Northrop Kicking Academy. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm supports a large network of advisors and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Federico Barreto is a financial advisor at Oppenheimer with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and its affiliated private bank. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services with a focus on strategic asset allocation, manager selection, and a variety of investment products. The firm acts as a qualified custodian and provides both discretionary and non-discretionary investment management programs.

Dominick Vender III is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Truist Bank and J.P. Morgan Securities. Outside of finance, he has been involved with Ital Bowls, a business venture. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Terisa Heine is a financial advisor with First Citizens Investor Services, Inc. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Wilmington Trust and Regions Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension plans, charitable organizations, and corporate entities. The firm employs a client-centered process led by Investment Adviser Representatives to assess financial needs and allocate assets using fundamental, quantitative, and technical analysis across various investment vehicles.

David Linsky is a financial advisor at Centaurus Financial, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Concorde Investment Services. Outside of his advisory role, he is the managing partner of Linsky Financial Group and serves as a life insurance agent. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a platform that supports both discretionary and non-discretionary arrangements.

Susan Fristoe is a financial advisor with GWN Securities Inc. She holds Series 63 and Series 65 licenses and has 43 years of industry experience. Her prior work includes positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. She serves as the committee chair for Extra Point Club, supporting Florida State University Athletics through fundraising activities. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm employs a combination of model-based allocations and discretionary portfolio management, incorporating market-timing and momentum-based strategies in certain legacy programs.

James Geary III is a financial advisor with TIAA-CREF in Palm Beach Gardens, FL, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals often connected through TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Russell Amsden III is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked at Center Street Securities Inc. since 2009 and Prosperity Financial Solutions since 2007. In addition to his advisory roles, he is involved in the sales of life insurance, health insurance, and annuities through Prosperity Financial Solutions LLC. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via model portfolios and managed accounts.

Neva Hagopian is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her previous roles include positions at BB&T Securities, Scott & Stringfellow, and Truist Advisory Services. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Yuvraj Sisodia is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 65 and Series 63 credentials and 18 years of industry experience. He previously worked at VOYA Financial Advisors from 2014 to 2017. Sisodia is also the owner of Teachers Retirement Resources Inc., a marketing entity for financial services products, and operates as an independent insurance agent. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager selection. The firm employs a range of discretionary portfolio management strategies, including market-timing and momentum-based approaches in its legacy programs.

Tracy Moscatello is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and five years of industry experience. She previously worked at Merrill for 24 years before joining Rockefeller Financial in 2022. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

Mark Renz is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Corient. His prior experience includes eight years at Socius Family Office, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.