Richard Ribek is a financial advisor with Oppenheimer & Co., Inc., holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Oppenheimer since 2019 and previously held roles at Raymond James Financial Services Advisors and the Lipari Ribek Group. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a range of investment vehicles, offering both discretionary and non-discretionary management programs.

Paul Higgins is a CFP® and ChFC® with 33 years of experience in the financial services industry. He has worked at Savant Wealth Management since 2026 and previously spent significant time at Heritage Financial Services, Investacorp Inc., and Highland Capital Brokerage. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers a range of affiliated services including accounting, legal, and trust operations.

Le Xiong is a financial advisor with NewEdge Advisors, holding a Series 66 designation and four years of industry experience. His prior work includes roles at LPL Financial, Ameriprise Financial, and positions related to residence life and student success at Queens University. Outside of financial advising, he operates an eBay shop as a business owner. 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 advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Amanda Butterworth Pi is a financial advisor with Truist Advisory Services holding a Series 66 designation and no prior industry experience before joining the firm. She has been with Truist Advisory Services and its affiliated entities since 2025, following several years in various roles at Truist Financial and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, using third-party platforms and manager arrangements supported by AI-enabled research and oversight teams.

Daniel Molinari is a financial advisor with PNC Wealth Management in Palm Beach Gardens, FL. He holds a Series 66 designation and has four years of industry experience. Prior to his current role, he worked at PNC Investments and PNC Bank NA, with earlier experience outside the financial industry at Carrabba's Italian Grill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via an invitation-only employee pilot. The firm uses algorithm-driven questionnaires to guide model selection and employs mutual funds and ETFs with annual rebalancing, with portfolio implementation and proxy voting delegated to third-party firms.

Jason Bourgo is a CFP® with 24 years of experience in financial services and is currently with Steward Partners Investment Advisory, LLC. His prior experience includes roles at Lincoln Investment LLC and Ameriprise Financial Services, Inc. Outside of advisory work, he co-owns NEK LLC, a business involved in rental real estate where he coordinates financial operations. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Kent Justice is a financial advisor with Money Concepts Capital Corp in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Money Concepts since 2014 and also works as a news anchor and reporter for WJXT-TV in Jacksonville, a role he has held since 2010. Additionally, he operates Justice Communication as a self-employed business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across 14,700 clients through a mix of model portfolios, advisor-designed portfolios, and third-party sub-advisers, employing fundamental and technical analysis alongside modern portfolio theory.

Douglas Demay is a CFA® charterholder with 20 years of industry experience, currently affiliated with Equity Services, Inc. He has worked at both National Life Group and Equity Services, Inc. since 2006. In addition to his advisory role, he is also licensed as an insurance agent. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often using third-party managers and model portfolios, and combines long-term investment strategies with options for shorter-term trading.

Michael Holahan is a financial advisor at Oppenheimer in North Palm Beach, FL, holding a Series 66 designation with three years of industry experience. His prior roles include positions at VP Distributors LLC, Virtus Investment Partners, and Fidelity Investments. Oppenheimer serves a diverse client base, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment management programs.

Brian Worgan is a financial advisor at Mariner with 19 years of industry experience. His prior positions include roles at BNY Mellon Securities Corporation, BNY Mellon, LPL Financial, and SunTrust Bank. He holds Series 63, Series 65, and Series 66 licenses. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm implements customized discretionary portfolios combining internal research with third-party managers and provides integrated tax, accounting, and family office services uncommon for a firm of its size.

Thomas Lavery is a Series 66 credentialed financial advisor with 14 years of industry experience. He has been with Lincoln Investment since 2017 and previously worked at Legend Advisory Corporation from 2011 to 2019. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of portfolio management programs, using strategic and dynamic investment approaches overseen by an internal Investment Management & Research team.

Diana Rudwilleit is a financial advisor with Oppenheimer in North Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Oppenheimer since 2015. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a variety of investment vehicles, while also acting as a qualified custodian for client assets.

Frank Fiore is a financial advisor with Truist Advisory Services in Palm Beach Gardens, FL, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience and has worked at Truist Advisory Services and related entities since 2017, with prior experience at Ameriprise Financial Services from 2013 to 2017. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with an emphasis on inter-affiliate integration.

Frank Barrella is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Sigma Planning Corporation and Sigma Financial Corporation since 2016. Barrella is also the president and owner of Franklin Capital Management, where he focuses on investment and insurance planning. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice primarily through Fidelity custodial accounts.

Brennan Schofield is a financial advisor at Money Concepts Capital Corp with Series 65 and Series 63 licenses and four years of industry experience. He has been with Money Concepts Capital Corp since 2021 and previously worked at Lido Beach Resort. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets and employs model-driven asset allocation strategies with a mix of proprietary and third-party portfolio programs.

Barry Falk is a financial advisor at Janney Montgomery Scott with 47 years of industry experience. He has been with Janney Montgomery Scott since 2002 and holds Series 63 and Series 65 designations. The firm manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients. Janney offers brokerage services, financial planning, consulting, and multiple advisory programs through a combination of in-house portfolio management and third-party managers.

Caleb Barr is a financial advisor at Mariner with Series 65 and Series 63 credentials and one year of industry experience. His prior work includes roles at GEO Group, CBIZ Insurance, and service in the U.S. Army National Guard. Outside of finance, he is president of MD Nutrition & Wellness LLC, a business focused on creating customized nutrition and fitness plans. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations by providing investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an Investment Committee and integrates in-house research with third-party managers across various asset classes.

John Paolella is a Series 65-licensed advisor at Corient with two years of industry experience. He previously worked at Eaton Vance WaterOak Advisors for eleven years before joining Corient and its related entities in 2022. He also serves as an individual trustee for certain clients of Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes comprehensive risk management tools.

Lee Rosenblum is a financial advisor with OSAIC based in Jupiter, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Sagepoint Financial, LPL Financial, and SII Investments, along with operating Rosenblum & Co./Jupiter Tax Center since 1981. Outside of advisory services, he is involved in tax preparation and operates as a real estate and insurance agent on a referral basis. OSAIC serves a wide range of clients including individuals, high-net-worth investors, and institutional entities, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm’s investment approach includes using asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Cole Rowsell is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL. He holds a Series 66 designation and has three years of industry experience, including prior roles at LPL Financial and Silver Edge Financial Group. His background also includes work in the golf and retail sectors and time spent at Florida Gulf Coast University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients from individual investors to institutions and charitable organizations. The firm offers various advisory programs with tailored investment strategies that incorporate third-party managers, tax management, and responsible investing options.