Frederick Redmond is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and PIMCO Investment Management Company LLC. Redmond is based in Hollywood, FL. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations while utilizing Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within Charles Schwab & Co. and does not exercise discretionary trading authority on client accounts.

Peter Pecci is a financial advisor at Integrity Alliance, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Allstate Insurance Company, Financial West Group, and Kovack Advisors, Inc. Outside of his advisory work, Pecci is involved in community service through Rotary International and serves on the board of directors for the local YMCA. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of services including portfolio management and financial planning, utilizing discretionary accounts, model portfolios, and third‑party sub-advisers through platforms like Envestnet and AssetMark.

Felipe Roca is a financial advisor at HSBC Securities (USA) Inc. in Aventura, FL, holding Series 63 and Series 66 credentials with four years of industry experience. His work history includes multiple roles within HSBC entities and prior positions at Desjardins Bank, Citizens Bank, Brandsmart, and Sears. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, providing a range of client-directed and discretionary investment solutions supported by a strategic combination of asset allocation and fund due diligence.

Pelayo Garcia Jr. is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Financial Independent Group and Secure Investment Management, LLC. Garcia also operates insurance-related businesses, serving as a licensed insurance agent through GBS Financial and J.D. Mellberg Financial, LLC. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, and sovereign wealth funds. The firm delivers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supported by a large advisor network and a turnkey asset management platform.

Roberto Recine is a financial advisor with Eagle Strategies (New York Life) in Sunrise, FL, holding a Series 63 designation and over 31 years of industry experience. He has been with Eagle Strategies since 2004, and his career also includes long-standing roles at Nylife Securities LLC and New York Life Insurance Company dating back to the mid-1990s. Outside his advisory work, he is an investor in Ashbry Inc., a company that offers personalized messages and gifts signed by celebrity athletes and musicians. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and charitable and corporate entities, providing financial planning, investment management, and retirement plan advisory services. The firm delivers services through various program models and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis under an integrated New York Life affiliate structure.

Glenn Brohman is a financial advisor at Oppenheimer with 41 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. for 23 years. Brohman serves as trustee for multiple family trusts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary strategies.

Joseph Gass is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding Series 63 and Series 65 licenses, and has four years of industry experience. He has worked with New York Life Insurance Company and NYLIFE Securities LLC, and has additional experience outside finance in accounting and culinary fields. Gass also works as an independent contractor for DG Accounting, Inc. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs with discretionary and non-discretionary options.

Karleen Halliwell is a financial advisor with Rockefeller Financial LLC and Rockefeller Capital Management, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked for UBS Financial Services Inc. for 12 years. She serves as Chair of the Investment Committee and Trustee for Miami Country Day School, where she facilitates quarterly meetings with the school’s endowment investment manager and is involved in development and planned giving. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating as both an investment adviser and a registered broker-dealer with integrated capabilities including trust, insurance, and asset management services.

Roberto Torres is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research, derivatives services, and bespoke solutions for large client relationships.

Bernice Rolle Lewis is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked with Independent Advisor Alliance since 2019 and previously with Independent Financial Partners and LPL Financial. Outside of advisory work, she has served as a temporary substitute teacher for Broward County Public Schools. 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 with several hundred advisory representatives, provides both discretionary and non-discretionary portfolio management, and leverages technology platforms to integrate and manage client assets and estate planning.

Daniel Featherston is a financial advisor with Truist Advisory Services in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and having seven years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank over an 11-year span before joining Truist in 2026. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary and non-discretionary strategies, supported by third-party platforms and AI-enabled research tools, to deliver its AMC Advantage manager-selection program and other investment solutions.

Jose Gautier is a CFA® charterholder with 18 years of industry experience. He is currently with TD Private Client Wealth LLC and TD Bank N.A., having joined in 2025. His prior positions include roles at Santander Bank, Santander Securities, Lincoln Investment, Gabor Financial Solutions, Jhfn Sii, and Edward Jones. Outside of his advisory work, Gautier is the sole owner and artist of GautierArt, an art business he operates in Miami Beach. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm combines strategic and tactical asset allocation through a mix of affiliated and third-party sub-managers and uses a technology platform provided by Envestnet with custody services through Pershing.

Luis Perez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Citigroup since 2014, including the firm’s enterprise segment since 2024. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialty market roles, including in-house research and security pricing, and provides a broad set of advisory, execution, and custody services.

Martha Nave is a financial advisor with Eagle Strategies (NY Life) holding Series 66 and Series 63 licenses and three years of industry experience. Her prior roles include positions at New York Life, NYLIFE Securities LLC, and Ermer & Associates, Inc. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with a significant portion of its assets managed on a non-discretionary basis.

Norman Caldwell is a financial advisor at Creative Planning with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Planning since 2016. In addition to his advisory role, he is the owner of Citrus Consulting, Inc., which provides business and personal coaching as well as marketing services. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm uses a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, tax-loss harvesting, and selective private market exposure.

Katia Pecci is a financial advisor at Truist Advisory Services with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Truist and its predecessor firms since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Louis Menaged is a financial advisor with Primerica Advisors and Park Avenue Securities LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His career includes long tenures at Guardian Life Insurance Company and Primerica Advisors. Outside of his advisory work, he serves on the school health benefits committee, is a board member of the American Friends of Migdal Ohr nonprofit, and participates on the board of a condominium association in Bal Harbour, Florida. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level features, including lending solutions and donor-advised funds.

Suzannah Richards is a CFP® with 18 years of industry experience, currently affiliated with Eagle Strategies (New York Life) in Fort Lauderdale, FL. She has held roles at multiple firms, including Richards Financial Services, Inc. and Mahoney Financial Organization, LLC. Richards serves as a director of the Women's Ecommerce Association International. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and delivers advice via multiple program types, including financial plans, fee-based hourly advice, and retirement plan consulting.

John Lukehart is a financial advisor with Eagle Strategies (New York Life) in Weston, FL. He holds Series 63 and Series 65 designations and has 53 years of industry experience. He has been affiliated with New York Life Insurance Company, NYLife Securities LLC, and Lukehart & Lukehart since 1988. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Rebecca Epperly is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at SunTrust Bank and SunTrust Advisory Services since 2018 and was previously with UBS Financial Services from 2013 to 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program through discretionary and non-discretionary approaches.