Christopher Rose is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at firms including Goldman Sachs Wealth Services and The Adirondack Trust Company. Rose serves as treasurer for the Catie Hoch Foundation, a charitable organization. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Tad Sacheck is a financial advisor with Mariner in Jupiter, FL, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Prudent Insurance, LLC and Atlantic Wealth Partners, LLC, among others. He has also been involved in insurance agency activities related to life, health, and variable annuities. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to various investment vehicles. The firm employs customized, discretionary portfolios supported by in-house research and third-party managers, and features integrated tax, accounting, and family office services uncommon for a firm of its size.

Ann Ruane is a financial advisor at Truist Advisory Services with 27 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Her prior experience includes roles at Bank of America, Merrill, and Citigroup Global Markets. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Deanna Waters is a financial advisor with TD Private Client Wealth LLC in West Palm Beach, FL. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Deanna has worked at TD Bank NA and its affiliates since 2014. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a combination of strategic and tactical asset allocation through its proprietary portfolio offerings and relies on both affiliated and third-party managers.

Daniel Dileo is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with Oppenheimer since 2007. 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 range of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Dylan Walker is a financial advisor at Mariner with four years of industry experience. He holds a Series 66 designation and has worked at firms including Atlantic Wealth Partners, Morgan Stanley, Bank of America, and Merrill Lynch. Mariner serves a diverse client base ranging from individuals and high-net-worth households to pension plans and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and access to third-party managers, with a notable emphasis on integrated tax services and administrative CFO capabilities.

Elizabeth Baker is a financial advisor at GWN Securities Inc. with 3 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at GWN Securities since 2022. Baker also operates Voyage Retirement, where she assists clients with insurance solutions and manages a Medicare referral business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts and financial planning. The firm offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies, and manages approximately $3.65 billion across more than 37,000 accounts.

Charles Wallace is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley, Citigroup Global Markets, Wells Fargo Advisors, and Raymond James & Associates. He serves as trustee for an irrevocable living trust currently in the process of liquidation. 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 wide range of advisory programs and services using both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Spencer Carpenter IV is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds a Series 66 designation and has been with SunTrust Advisory Services and Suntrust Investment Services, Inc. since 2014. Outside of his advisory role, he is a co-owner of a Duck Donuts franchise in West Palm Beach. 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, implementing advice through a combination of discretionary and non-discretionary solutions supported by third-party platforms and manager relationships.

Michael Walder is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. His prior roles include eight years at Ameriprise Financial Services, Inc., and he is the owner of Prevision Wealth Planning, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, and custody services.

Paul Wolf is a CFP® professional with 13 years of industry experience currently with CWM, LLC. He previously led Wolf Money Management, Inc. for 20 years. Wolf is also licensed as an insurance agent, dedicating part of his time to that activity. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a wide network of over 600 advisors. The firm emphasizes discretionary portfolio management using model portfolios overseen by an in-house Investment Committee and offers a range of financial planning and retirement-plan services.

Michelle Murray is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She has been with Citigroup since 2010 and holds a Series 66 designation. Based in West Palm Beach, FL, her professional background is centered at Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments including private banking and workplace wealth management. The firm offers a range of investment advisory programs and brokerage services, implementing multi-asset, multi-manager strategies with a focus on internal standards and oversight to select and monitor managers.

Jorge Navarro Jr. is a financial advisor with TD Private Client Wealth LLC holding a Series 66 designation. He has been with TD Bank and its affiliates since 2020 and previously worked at PNC Bank from 2012 to 2020. Navarro is based in West Palm Beach, FL, and is early in his industry career. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm’s investment approach includes strategic and tactical asset allocation using both affiliated and third-party sub-managers through a platform supported by Envestnet and Pershing.

David Wisehaupt is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has worked with Hightower Advisors and Hightower Securities since 2008 and previously spent 25 years at Merrill. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers along with proprietary research and portfolio construction strategies.

Adam Tau is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior work includes six years at Madison Avenue Securities, LLC and roles at North Ridge Wealth Planning, Cetera Advisor Networks, and Dynamic Wealth Strategies, Inc., where he is also a partner and officer. Outside of advisory work, he is involved in ownership and management of several ecommerce businesses. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs a model portfolio approach with discretionary management, offering various asset allocation strategies and supporting third-party RIAs through sub-advisory and model-licensing arrangements.

Aaron Pisani is a financial advisor at William Blair with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Manning & Napier Investor Services, Inc. and Manning & Napier Advisors, LLC for 12 years. Outside of his advisory role, he serves as a board member and Sergeant at Arms for the Italian American Club of the North Palm Beaches. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Daniel Bertucelli is a financial advisor at Money Concepts Capital Corp with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Money Concepts Capital Corp since 2017. Outside of advisory roles, he is president and CEO of Bert & Associates, Inc., an accounting services firm providing tax preparation, small business accounting, audit representation, and bookkeeping support. Money Concepts Advisory Service delivers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven, asset-allocation strategies and utilizes both proprietary and third-party portfolio programs, managing approximately $4.07 billion in client assets through an extensive network of advisors.

Jason Dilorenzo is a financial advisor with Citigroup Global Markets Inc. in Palm Beach Gardens, FL. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior work includes roles at J.P. Morgan Securities and Chase Investment Services Corp. Jason has been with Citigroup Global Markets since 2017. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services, supporting a broad range of advisory and execution capabilities.

Jill Leitsch is a financial advisor with Citizens Securities, Inc. in West Palm Beach, FL. She holds Series 63 and Series 65 credentials and has 13 years of industry experience. Her prior work includes roles at CCO Investment Services and various positions within Citizens Securities and Citizens Bank. Outside of advising, she serves as a power of attorney and named successor trustee for family trusts. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program and a managed account program, operating as both a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Maressa Etzig Marin is a Certified Financial Planner (CFP®) with 10 years of industry experience. She currently works at Creative Planning and previously spent 10 years at Cetera Wealth Services. Marin also serves as an Investment Advisory Representative at SageView Advisory Group, where she is involved in financial planning and asset management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm emphasizes a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure.