Robert Paolini is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at LPL Financial, FSC Securities Corporation, and his own firms, Paolini Advisors, LLC and Paolini & Scout, LLC. He is also involved with PFG Tax Services, focusing on tax preparation and accounting. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs a network model combining independent advisory representatives with access to various portfolio management strategies and technology platforms, with ties to LPL Financial and third-party estate-planning resources.

Amy Owen is a CFP® and holds a Series 66 license with five years at HB Wealth and a total of nine years in the financial services industry, including prior roles at SunTrust and PNC Investments. She is based in Palm Beach Gardens, FL. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers wealth and investment management, financial planning, and institutional advisory services, utilizing a combination of quantitative and qualitative due diligence across public and private investment strategies.

Matthew Mellusi is a CFP® professional with two years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth Financial Network and Cary Stamp & Co since 2023 and is involved with Tequesta's First Baptist Church. Outside of his advisory role, he serves as Worship Director at Family Church Tequesta and performs as a musician under the name Mellusi. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a range of advisory programs and model portfolios, allowing advisors discretion in portfolio construction while maintaining oversight through its Investment Management and Research team.

Michael Russo is a financial advisor with Eagle Strategies (NY Life) in Palm Beach Gardens, FL, holding Series 65 and Series 63 licenses and 12 years of industry experience. His prior work includes positions with New York Life Insurance Co, Aegis Investment Partners LLC, MassMutual, and Nationwide Funds Group. Eagle Strategies serves a diverse client base, including individuals and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm operates through multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Eric Inge is a CFP® professional with eight years of industry experience currently serving at OSAIC Institutions, Inc. He previously worked at Ameriprise and Asset Advisors Of America, LLC among other firms. Inge is a board member of the Foundation for Dwyer Academy of Finance, Inc., and maintains an independent business entity for tax purposes. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning through a network of representatives, operating a unique hybrid adviser/broker-dealer structure with both discretionary and non-discretionary assets under management.

Joseph Martin is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at several firms including Truist Investment Services, Suntrust Advisory Services, Bb&T Securities, and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and third-party platform arrangements to implement its strategies.

Peter Pappalas is a financial advisor with Commonwealth Financial Network and holds a Series 65 designation. He has been in the industry since 2025 with prior business experience in entities such as SYZY Corp. and World Brand LLC. Located in Jupiter, FL, he has worked at both Commonwealth Financial Network and Cary Stamp & Company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a broad client base. The firm provides a range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services, supporting portfolios through both internally managed models and outsourced platforms.

Joseph Ricotta is a CFP®-credentialed financial advisor with 30 years of industry experience, currently affiliated with Citigroup Global Markets Inc. since 2008. He is based in North Palm Beach, FL, and holds Series 63 and Series 65 licenses. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies using both discretionary and non-discretionary approaches and manages various investment vehicles including separately managed accounts, mutual funds, ETFs, and alternative funds.

Gregg Konopaske is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Corient. His prior roles include positions at Arete Wealth Management LLC, KFA Private Wealth Group, LLC, and Spire Securities, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools and alternative investment options to align portfolios with client objectives.

Denton Brooks is a financial advisor with GWN Securities Inc. in Hudson, Ohio, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at GWN Securities since 2006 and has also been affiliated with ING and Cleercreek Financial Corp for over two decades. Outside of his advisory roles, he is the owner of Cleercreek Financial Group, which sells life, health, and annuity products, and manages a family limited partnership trust. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, operating through a network of about 423 advisors and managing approximately $3.65 billion across more than 37,000 client accounts.

Samuel Leech is a CFP® with eight years of industry experience, currently working at HB Wealth. He previously worked at SEI Investments Management Corporation for six years and SEI Private Trust Company for one year. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth management, investment management, and financial planning, with an investment process that combines quantitative and qualitative due diligence across a range of public and private strategies.

Linda Wellington is a financial advisor with Citizens Securities, Inc. in West Palm Beach, FL, holding Series 63 and Series 65 credentials and nine years of industry experience. She has worked primarily within Citizens Bank and Citizens Securities since 2021, following eight years at SunTrust Investment Services, Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and managed accounts, operating as part of a bank-owned enterprise with integrated financial services.

Christine Delvecchio is a financial advisor at Citigroup Global Markets with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Bank of America, N.A. Her current role is based in West Palm Beach, FL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

James Mckenzie is a financial advisor at Rockefeller Capital Management with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Outside of his advisory role, he serves as an adjunct professor at Palm Beach Atlantic University, teaching a course on Issues in International Business. Rockefeller Capital Management is an enterprise firm with 157 advisors, offering wealth management services that emphasize tailored investment strategies for high-net-worth clients.

John Held is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 14 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and investments managed by PNC or third-party strategists.

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.

Avery Tse is a financial advisor at NewEdge Advisors with a Series 66 credential and one year of industry experience. Prior to joining NewEdge Advisors, Avery held roles at Silver Edge Financial Group and LPL Financial, LLC. Outside of advising, Avery provides administrative support to NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and technology tools to support client and advisor needs.

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 with Independent Financial Partners, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior experience includes over two decades at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Berry also owns Berry Wealth Management, a financial advisory business based in North Palm Beach, FL. Independent Financial Partners serves a nationwide client base through a network of independent advisors, offering investment advisory, financial planning, trust, and retirement-plan services. The firm supports a decentralized advisory model and has specialized capabilities in retirement-plan advisory and pension consulting.