Richard Grund Jr. is a financial advisor with Commonwealth Financial Network based in Weston, FL, holding a Series 63 designation and 32 years of industry experience. Since 2008, he has been associated with Family Wealth Partners, where he serves as Owner, Operating Manager, and Secretary. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while enabling advisors to construct client portfolios from diverse securities and insurance products.

Timothy Mcdermott is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds the Series 66 designation and has worked at Janney Montgomery Scott since 2018, following two years at PNC Financial Services Group. 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 services, financial planning, consulting, and multiple advisory programs.

Ian Grant is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials. Based in Fort Lauderdale, FL, he joined the firm in 2026 and has less than one year of industry experience. His prior work includes roles outside the financial advisory field, such as positions at University of Maryland Global Campus and RightClick Recruiting. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, plan participants, and certain retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and plan lineups selected by plan sponsors.

Lisa Prevost is a financial advisor at Citigroup Global Markets with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Citigroup Global Markets since 2007. Based in Ft. Lauderdale, FL, she serves clients within a large enterprise firm known for its extensive advisory programs and institutional capabilities. Citigroup Global Markets serves individual and institutional clients across private banking, workplace, and wealth management segments. The firm employs multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles such as derivatives dealing and futures commission merchant services.

Antonio Naddeo is a financial advisor with Eagle Strategies (NY Life) based in Sunrise, FL. He holds Series 63 and Series 65 credentials and has six years of industry experience. He is also co-owner of American Wise Management Services LLC, a company assisting mainly Italian clients with residential real estate in Southeast Florida by conducting property inspections and coordinating maintenance issues. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis.

Andre Jeboo is a financial advisor at TD Private Client Wealth LLC with eight years of industry experience. He holds a Series 66 designation and has worked at TD Bank N.A., Citigroup, and TD Private Client Wealth LLC throughout his career. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and offers ongoing portfolio management along with financial planning support.

Cristian Rubiano is a financial advisor at Oppenheimer with 12 years of industry experience and holds a Series 66 designation. His career includes roles at Bank of America, Merrill, CitiGroup, Morgan Stanley, and J.P. Morgan Securities. Outside of his advisory work, he owns a rental property in Black Mountain, NC, which he also uses as an Airbnb. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and more. The firm offers a broad range of investment programs and advisory services with both discretionary and non-discretionary approaches, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Timothy Atyeo is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. for 23 years. 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 programs and advisory services across various asset classes, utilizing both discretionary and non-discretionary approaches.

Vernon Twyman III is a financial advisor with Primerica Advisors in Hollywood, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Edward Jones and Guardian Life Insurance Company. Outside of finance, he manages Twyman Referee Assigning, a soccer referee assignment business he has operated since 2013. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering brokerage and advisory services with various proprietary and third-party investment programs.

Brandise Dennis is a financial advisor with TD Private Client Wealth LLC in Fort Lauderdale, FL, holding a Series 66 designation and 10 years of industry experience. Prior to joining TD Private Client Wealth LLC in 2025, she worked at Morgan Stanley, Santander Bank, JP Morgan Chase Bank, Bank of America, Merrill, and Scottrade. 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, utilizing a combination of strategic and tactical asset allocation with investments from affiliated and third-party managers.

William Dunn IV is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior firms include LPL Financial, Next Financial Group, and INVEST Financial Corp. He is also an author. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model and offers proprietary and third-party managed account solutions.

Corey Gross is a financial advisor at Corient with a Series 65 designation and one year of industry experience. Prior to joining Corient, he worked in various roles across the sports and entertainment sectors, including positions at The Players Impact, Authentic Brands Group, Three Point Sports, and Sports Professional Management. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house and third-party strategies with continuous portfolio monitoring and risk management tools.

Norman Hurwitz is a financial advisor at SPC with 55 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining SPC, he worked at Parkland Securities since 2014. Outside of his advisory role, he is the owner of NJH Financial Corp, which sells insurance products and employee benefits, and serves as president of the 9200 West Bay Harbor Condo Association. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a large network of advisors and assets under management exceeding $5.6 billion.

Claudia Correa is a financial advisor at HSBC Securities (USA) Inc. with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at HSBC in various capacities since 2015. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through client-directed and discretionary program types. The firm uses a model-driven investment process supported by global asset management affiliates and serves clients with a combination of strategic and tactical asset allocation.

Roland Santini is a financial advisor with SPC, holding the PFS™ and Series 66 designations and bringing 28 years of industry experience. He has worked at Parkland Securities, LLC since 2014 and has operated Santini & Company P.A. C.P.A.'s, an accounting and tax practice for individuals and small businesses, since 1987. Santini also holds a realtor license and serves as a trustee and power of attorney for a revocable trust. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with an investment approach that includes discretionary and nondiscretionary management tailored to client suitability.

Richard St John is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 66 licenses and has four years of industry experience. He previously worked at Cizmic Consulting for eighteen years and currently maintains roles with Nylife Securities LLC and New York Life Insurance Company. Outside of his advisory work, he serves as President and Board Member of Business Networking International (BNI), a referral-based professional organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated representatives. The firm offers multiple program types, including fee-based advice and co-advisory relationships, with a focus on tailoring recommendations to client and plan sponsor objectives.

Keith Stoloff is a financial advisor at Corient with 33 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Emfo, LLC, Stoli Advisory, and Stoloff Investment Advisory Services, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies and third-party managers, employing risk management tools and alternative investments where appropriate.

George Suarez is a financial advisor at Corient with 10 years of industry experience and holds a Series 65 designation. Prior to joining Corient in 2024, he worked at Emfo, LLC, Sound Income Strategies, LLC, and Weathwise Technologies, Inc. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities, employing a goals-based, team investment approach that integrates in-house strategies with third-party managers and risk management tools.

Erek Reynolds is a financial advisor with Empower Advisory Group in Fort Lauderdale, FL, holding Series 63 and Series 66 designations and 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo, TIAA, and TD Ameritrade. 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 integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates within plan lineups selected by sponsors.

Perry Long is a CFA® charterholder with seven years of industry experience. He is currently with Truist Advisory Services and previously worked at Wells Fargo Bank. In addition to his advisory role, he teaches trust and wealth management at the Florida Trust School. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches and utilizes AI-enabled tools alongside traditional research in its manager selection process.