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.

Teresa Battaglia is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has been with Commonwealth and her own Battaglia Group since 2005. In addition to advisory services, she is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside managed model portfolios developed by its Investment Management and Research team.

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.

Julio Leyva is a financial advisor at Truist Advisory Services with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and JPMorgan Chase Bank, among other firms. 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, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

Rico Williams is a Series 66-licensed financial advisor at T. Rowe Price Advisory Services, Inc. with 11 years of industry experience. He previously worked at Raymond James and has been with T. Rowe Price since 2012 in two separate periods. Outside of his advisory role, he owns a clothing brand called The Tribe X Brand LLC. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm employs model portfolios invested in proprietary mutual funds and ETFs, using tax-aware strategies and Monte Carlo simulations to support retirement income planning.

Steven Cordoba is a financial advisor with Empower Advisory Group in Hollywood, FL, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at Empower Retirement, JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and UBS Financial Services. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing.

David Shapiro is a financial advisor at RBC Rochdale, LLC with 15 years of industry experience. He has been with City National Rochdale since 2014 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as a director for the Sierra Ranches Community Association, where he helps oversee the operations and finances of his homeowners association. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm uses a multi-strategy investment approach that combines quantitative screening, statistical modeling, and fundamental analysis, implementing portfolios through proprietary tools and collaboration with third-party sub-advisors.

Pedro Eid is a financial advisor with HSBC Securities (USA) Inc. in Aventura, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A., and is also the owner and managing member of an e-commerce business selling home and personal goods through Walmart and Shopify online platforms. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charities, and corporations, providing client-directed and discretionary investment options supported by a combination of strategic and tactical asset allocation developed with HSBC Global Asset Management and ongoing monitoring by affiliated providers.

Daniel Jacoby is a financial advisor with Stratos Wealth Partners, Ltd in Aventura, FL, holding Series 63, 65, and 66 licenses and 25 years of industry experience. He has worked at Stratos Wealth Partners since 2010 and spent five years at Stratos Investment Management, LLC. Jacoby has also held roles at LPL Financial and J.P. Morgan Securities. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers customized financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting delivered through a large network of investment adviser representatives.

Reynel Gonzalez is a Series 66-licensed financial advisor with 18 years of industry experience. He currently works at Truist Advisory Services and Truist Investment Services, having previously held roles at Wells Fargo Clearing and SunTrust Advisory Services. In addition to his advisory work, he owns and operates a daycare facility and is involved with an early childhood education initiative focused on literacy. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platform relationships.

Carlos Centeno is a financial advisor with Truist Advisory Services, holding a Series 66 designation and five years of industry experience. His career includes roles at Morgan Stanley, Bank of America, and Truist Investment Services. Outside of finance, he was involved with Hitched Affairs Corp and Artfood. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of solutions including asset allocation, fiduciary support, and a manager-selection program supported by AI-enabled research and a mix of discretionary and non-discretionary management.

Matthew Cassano is a financial advisor with Corient, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at GP 19 Management LLC, Alterna Insurance Group LLC, and Socius Family Office, LLC. Outside of advising, he serves as president of MPCASSANO Holding Corp, a consulting firm specializing in fixed and term life insurance. 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 with both in-house and third-party strategies, along with risk management tools and alternative investment options.

John Huxford is a financial advisor with Integrity Alliance, LLC and holds 29 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Investacorp Advisory Services. He serves as a board trustee for Florida Baptist Financial Services, a nonprofit religious organization in Florida. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting, utilizing a range of portfolio management approaches and multiple custodial platforms.

Cynthia Speno is a financial advisor at Oppenheimer with 31 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fahnestock & Co. Inc. for 23 years. She serves as a trustee of the Lawrence Moochler Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs, including asset management, consulting, and retirement services, with advisory services that span equity, balanced, and fixed-income portfolios using strategic and tactical approaches.

Leonard Suskind is a financial advisor at Rockefeller Financial LLC with 43 years of industry experience. He holds a Series 63 designation and previously worked for UBS Financial Services Inc. for 12 years. Suskind serves on the board of directors for the David Poznak Jewish Community Center. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm provides portfolio management, financial planning, and brokerage services through a consolidated investment platform and a Private Advisor model.

Emma Jones is a CFP® and holds a Series 65 license with four years of industry experience. She is currently an advisor at Mercer Global Advisors Inc. and previously worked at Paragon Wealth Strategies, LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios with multi-factor tilts, tax management, and the use of low-cost index vehicles.

Diogo Holstein is a financial advisor with HSBC Securities (USA) Inc. in Hollywood, FL, holding a Series 66 credential and 16 years of industry experience. His career includes roles at HSBC Bank USA National Association and several Brickell Global entities. Outside of his advisory role, he owns and operates an e-commerce business through Portina LLC. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, providing both client-directed and discretionary investment options. The firm’s investment process incorporates multiple risk profiles and leverages asset allocation advice and fund due diligence from affiliated global asset management teams.