Andrew Silver is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at SVN Commercial Partners and has entrepreneurial experience with Awesome Diecast. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis to customize asset allocations and portfolio management based on clients’ goals and risk tolerances.

Michael Brin is a CFP® professional with 14 years of experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior roles include positions at Bb&T Securities, Bb&T Bank, and Bbtis. He is a board member of Debbie's Dream Foundation, a nonprofit focused on funding research for curing stomach cancer. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and consulting supported by AI-enabled research tools.

Joel Goren is a CFP® professional with 10 years of industry experience, currently serving at Truist Advisory Services in Fort Lauderdale, FL. His career includes roles at Truist Investment Services and BB&T, spanning over a decade. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform agreements and AI-enabled research tools.

Kevin Woodcheke is a financial advisor with Osaic Advisory Services, LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Goldman Sachs and Fidelity Investments. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing fundamental and technical analysis, tactical trading, and alternative investments within an integrated platform ecosystem.

Allan Budelman is a financial advisor at Corient with 24 years of industry experience. He holds a Series 66 designation and has worked at Corient and its predecessor entities since 2024. Prior to that, he spent seven years at Emfo, LLC, four years at CPS Partners, LLC, and twenty years at Emerald Asset Advisors, LLC. Allan serves on the advisory board of The Memorial Foundation, a nonprofit supporting health care services in South Florida. 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 incorporates both in-house strategies and third-party managers, with ongoing portfolio monitoring and risk management.

Bryan Bornschein is a financial advisor at Truist Advisory Services with four years of industry experience. His prior roles include positions at Valley Wealth Managers, Valley National Bank, Starwood Property Trust, and JP Morgan. Bryan holds the Series 63 and Series 66 licenses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across its affiliated entities.

Stephen Smith is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds a Series 66 designation and has been with SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. since 1993. 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. The firm combines discretionary and non-discretionary approaches and integrates inter-affiliate resources, including AI-enabled research tools and third-party platform arrangements.

Michael Douglass is a financial advisor at Oppenheimer with 23 years of industry experience. He has held a Series 66 designation and has been with Oppenheimer since 2005, following two years at Morgan Stanley DW Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and provides both discretionary and non-discretionary advisory services that include strategic asset allocation, manager selection, and tailored investment policy development.

Seth Ripple is a CFP® with 33 years of industry experience, currently serving at Rockefeller Financial LLC. He joined Rockefeller in 2025 after 12 years at UBS Financial Services. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides a range of investment and advisory services through its Private Advisor model and consolidated investment platform.

Bruce Garber is a financial advisor at Citigroup Global Markets with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including National Asset Management, National Securities Corp, and Questar Capital Corporation. 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 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.

Alain Dieguez Herrera is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2015. 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, utilizing third-party platforms and AI-enabled research tools to support its investment approach.

Sam Spaulding is a financial advisor at GWN Securities Inc. with 12 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Voya Financial Advisors for eight years. Outside of his advisory role, he is involved in insurance sales and serves as a local agent for a firm providing cost segregation services related to real estate tax benefits. GWN Securities offers investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm utilizes a combination of model-based allocations, discretionary portfolio management, and technology platforms, with a history of market-timing and momentum-based strategies in certain legacy programs.

Ryan Schultz is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds a Series 66 designation and previously worked at Regions Bank and Cetera Investment Services LLC. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal oversight committees and provides both discretionary and non-discretionary solutions, including exposure to alternative and digital-asset products.

Arturo Perret Gentil is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has previously worked at Morgan Stanley in various capacities since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and research tools.

Daniel Marlborough is a financial advisor with Independent Financial Partners in Fort Lauderdale, FL, holding a Series 66 license and 14 years of industry experience. His prior work includes roles at Fidelity Brokerage Services, Bank of America, and Merrill. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. 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 services.

Denes Rentas Gonzalez is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Fidelity Brokerage Services and Wells Fargo. Gonzalez joined Empower Advisory Group in 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates.

Albert Nassar is a financial advisor with Oppenheimer in Fort Lauderdale, FL, holding Series 66 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Heller Private Wealth LLC, Ameriprise Financial Services, Bank of America, and Merrill Lynch. 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 broad range of discretionary and non-discretionary services spanning equity, balanced, and fixed-income portfolios, with an emphasis on strategic asset allocation, manager selection, and customized consulting and retirement solutions.

Matthew Mc Kean is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Fiduciary Trust, JPMorgan Securities LLC, and Merrill, where he spent over two decades. He is based in Fort Lauderdale, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships supported by AI-enabled research tools and a multi-affiliate operating structure.

Wilmer Fernandez Dominguez is a financial advisor with Osaic Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at United Capital Financial Advisers, Cetera Advisor Networks, and Triad Advisors. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment solutions, including representative-managed programs, third-party manager and wrap programs, retirement plan consulting, financial planning, and access to alternative investments, employing a mix of fundamental and technical analysis alongside tactical trading and structured products.

Marlene Eisen is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with rigorous internal oversight and combines large institutional scale with specialized market roles, including swap dealing and futures commission merchant activities.