Anthony Alvarez is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has 11 years of industry experience. He has been with Bankers Life Advisory Services since 2019 and has worked with affiliated entities since 2004. In addition to his advisory role, Alvarez is an insurance agent for Bankers Life. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in their investment approach.

Sara Scholl is a CFP® with 18 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2017. Before joining GWN Securities, she worked at MSI Financial Services, Inc. for one year. Outside of her advisory work, she co-owns Regaroo LLC, a company that designs and markets products for online sales. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, offering discretionary portfolio management, model portfolios, and financial planning. The firm uses a blend of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in certain legacy programs.

Francisco Navarro is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2018, with prior roles at US Health Advisors, Infinite Management Solutions, and Enterprise Rent-A-Car. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic and tactical asset allocation and access to both affiliated and third-party investment managers.

Sifredo Asencio is a financial advisor at Empower Advisory Group with 28 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work history includes roles at GWFS Equities, Inc., Prudential Investment Management Services, LLC, and Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Stiles Higgins is a financial advisor at GWN Securities Inc. based in Palm Beach Gardens, FL, holding a Series 66 designation. Higgins has been with GWN Securities since 2024 and has prior experience at East Coast Protection and various educational institutions. GWN Securities serves individual and corporate clients through multiple managed account programs, combining discretionary portfolio management, model portfolios, and financial planning. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes market-timing and momentum-based strategies in some legacy programs.

Eric Berman is a financial advisor at Fifth Third Securities, Inc. with 14 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for 13 years. Berman is based in Pembroke Pines, Florida. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.

Gregory Young is a CFP® with 31 years of industry experience, currently with Janney Montgomery Scott since 2020. He previously spent 19 years at Raymond James & Associates. Outside of his advisory role, he is involved as a limited partner in Young Family Holdings, LLC. 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 individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, consulting, and advisory services.

Jorrell Best is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds the Series 66 and Series 63 credentials. Prior to joining Citigroup, he worked at Pan American Life Insurance Group from 2016 to 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with oversight committees and utilizes both discretionary and non-discretionary programs.

Nicholas Mcintee is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with GWN Securities since 2010. In addition to his advisory role, he works as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and employs a range of investment programs, including legacy market-timing and momentum-based strategies.

Michael Bober is a CFP® professional at Cresset Asset Management, LLC with 34 years of industry experience. He previously worked at UBS Financial Services for 11 years. Bober serves as a trustee on the board of Saint Andrews School in Boca Raton, Florida. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, using a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive investment strategies across public equities, fixed income, and a variety of alternatives.

Thomas Urban Jr. is a CFP® and Series 66 registered advisor with Janney Montgomery Scott, based in Palm Beach Gardens, FL. He has four years of industry experience, including multiple roles within Janney Montgomery Scott since 2021. Outside of financial advising, he has worked as a server and bartender at an Italian restaurant for several years. 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 with a variety of brokerage, financial planning, and advisory services delivered through a mix of in-house and third-party portfolio management.

Robert Frankl is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked with Lincoln Investment since 2017 and previously was involved with Legend Advisory LLC and Legend Equities Corporation. Outside of his advisory role, Frankl is active in real estate, owning a brokerage firm and participating in house flip projects. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both in-house and third-party strategies overseen by an Investment Management & Research team.

Ryan Steckler is a financial advisor with Janney Montgomery Scott in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Janney Montgomery Scott since 2016. Janney Montgomery Scott LLC 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, offering brokerage, financial planning, consulting, and multiple advisory programs.

Peter Venzara is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2008. Outside of his advisory role, he provides notary services to individuals outside the firm without compensation. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment vehicles to meet client objectives.

Micah Sawyer is a financial advisor with Hightower Advisors, holding a Series 65 credential and located in West Palm Beach, FL. Although new to the industry, Sawyer has held a series of roles across several firms, including The Bahnsen Group and The Dolben Company. Outside of financial services, Sawyer has experience working with Gypsy Life Surf Shop. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers alongside proprietary research and diverse investment vehicles.

Summer Matthews is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Raymond James Financial Services and PNC Investments. She is based in West Palm Beach, FL. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custodial services.

Kevin Garvey Jr. is a CFP® professional with 20 years of experience in financial advisory services. He currently works at Mariner Wealth Advisors, joining the firm in 2023 after roles at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Outside of his advisory work, he serves as Vice President of his homeowners association board and is an officer of a balloon decoration business. Mariner Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm implements customized portfolios overseen by an Investment Committee, combining in-house research with third-party managers and provides integrated tax and accounting services alongside operational CFO capabilities.

Sammy Hadar is a financial advisor with PNC Wealth Management in Wellington, FL. He holds Series 63 and Series 66 licenses and has been with PNC Wealth Management since 2026, following roles at PNC Bank and Campus Advantage. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that utilizes algorithm-driven risk assessments and implements investments via approved model strategies managed by PNC or third-party strategists.

William Marino is a CFP® professional affiliated with Cresset Asset Management, LLC, located in West Palm Beach, FL, with 18 years of industry experience. Prior to joining Cresset Asset Management in 2026, he spent ten years at UBS Financial Services. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets and serving a broad client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across various asset classes, with supplemental research tools such as artificial intelligence and machine learning.

Mark Gronner is a financial advisor at &PARTNERS with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, and operates as both a registered investment adviser and broker-dealer.