Nicolas Garcia is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2022. Prior to this, he was involved with My Legacy Group and has experience in accounting and academic roles. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds, and offers investment management primarily on a discretionary basis using model portfolios, unified managed accounts, and separately managed accounts.

Kevin Brown is a financial advisor at Corient with six years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Emfo LLC. His background includes roles in both financial services and property management. 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 internal strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Ross Brenner is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 credential and 14 years of industry experience. His prior roles include positions at Valic Financial Advisors, Primerica Advisors, and Guardian Life Insurance Co of America. He is also involved with Arrow Wealth, where he participates in marketing and business planning activities. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and custom strategies through both discretionary and non-discretionary approaches.

Richard Goldberg is a financial advisor with Principal Financial Services in Coral Springs, FL, holding CFP® and ChFC® designations and over 38 years of industry experience. He has long-term affiliations with Principal Securities Inc. and Principal Life Insurance Co. since 1992 and has been associated with CRG Financial Group since 2001. He is also involved in insurance sales and operates One Source Advisory, LLC, which collaborates with property and casualty insurance providers to offer combined client solutions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions, with investment implementation generally carried out on a discretionary basis by the money managers.

Johan Rubio is a financial advisor with TIAA-CREF in Pembroke Pines, FL. He holds a Series 66 designation and has eight years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals—often those connected through TIAA-administered employer retirement plans—as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, serving a range of clients with model and customized portfolio options.

Ehab Abdalla is a financial advisor with Eagle Strategies (NY Life) in Sunrise, FL, holding CFP®, Series 63, and Series 65 designations and bringing 16 years of industry experience. He has worked at several firms including Provenance Wealth Advisors and Raymond James Financial Services, and currently serves as an instructor for a Retirement Planning course at Florida Atlantic University. He also operates under the DBA The Bridge Group, Inc. to service insurance and financial product clients. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and offers multiple program types, managing the majority of assets on a non-discretionary basis, with a notable focus on relationships with institutional sponsors.

Emil Manzano is a financial advisor at Truist Advisory Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Citigroup and Amerant Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Gary Halter is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Janney Montgomery Scott since 2018, including prior roles at RBC Capital Markets. Outside of advising, he owns a property rental business in Glastonbury, Connecticut. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.

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. He has worked at Truist and its predecessor entities since 2017 and previously spent three years at City National Bank of Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms 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 work history includes positions at Goldman Sachs and Fidelity Investments. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers various investment and financial planning services delivered through multiple program models, utilizing proprietary guidance and third-party platforms.

Allan Budelman is a financial advisor at Corient with 23 years of industry experience. He holds a Series 66 designation and has worked with firms including Emfo, LLC and CPS Partners, LLC. Allan serves on the advisory board of The Memorial Foundation, a philanthropic entity supporting healthcare services in South Florida, and is the owner and managing member of DDIAWA Consulting. Corient provides investment advisory and financial planning services to a broad client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments when appropriate.

Bryan Bornschein is a financial advisor at Truist Advisory Services with four years of industry experience. He holds Series 66 and Series 63 credentials. His prior roles include positions at Valley Wealth Managers, Valley National Bank, and JP Morgan. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

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 22 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2005. Based in Fort Lauderdale, FL, he works within a firm that serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. Oppenheimer provides a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and various investment strategies to meet client objectives.

Seth Ripple is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. Prior to joining Rockefeller in 2025, he spent 12 years at UBS Financial Services Inc. based in Fort Lauderdale, FL. Rockefeller Financial LLC provides wealth management, financial planning, portfolio management, and retirement plan consulting services to ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans. The firm integrates wealth, trust, and insurance capabilities and offers access to alternative and private investments through a range of in-house and third-party solutions.

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 with GWN Securities Inc. holding Series 65 and Series 63 licenses and 12 years of industry experience. His previous roles include eight years at Voya Financial Advisors and ongoing involvement with Capital Insurance Agency, where he sells fixed insurance products. He is also involved with Spaulding Financial Group as a registered representative and serves as a local agent for Cost Segregation Services Incorporated, assisting real estate investors with accelerated depreciation studies. GWN Securities provides investment advisory services to individual and corporate clients through managed account programs, financial planning, and introductions to third-party managers. The firm employs a mix of affiliated and unaffiliated sub-advisers and uses asset allocation strategies grounded in Modern Portfolio Theory, with certain legacy programs focusing on market-timing and momentum-based trading approaches.

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.