Albert Nassar is a financial advisor at Oppenheimer with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Heller Private Wealth LLC, Ameriprise Financial Services, LLC, Bank of America, and Merrill Lynch. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base that includes individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs across equity, balanced, and fixed-income portfolios, with advisory services delivered on both discretionary and non-discretionary bases.

Matthew Mc Kean is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Fiduciary Trust, JPMorgan Securities LLC, and Merrill, where he spent over two decades. He is based in Fort Lauderdale, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships supported by AI-enabled research tools and a multi-affiliate operating structure.

Wilmer Fernandez Dominguez is a financial advisor at Osaic Advisory Services, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Capital Financial Advisers, Cetera Advisor Networks, and Triad Advisors. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models using a combination of proprietary and third-party platforms.

Marlene Eisen is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with rigorous internal oversight and combines large institutional scale with specialized market roles, including swap dealing and futures commission merchant activities.

Piero Rosas is a financial advisor with Independent Financial Partners in Weston, FL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked with notable firms including LPL Financial, Investacorp Advisory Services, and Wamu Investments. Rosas has had involvement with several related financial services entities, including registered investment advisory and consulting roles under various DBAs. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model with a strong focus on retirement-plan consulting, serving individual, charitable, corporate, and high-net-worth clients.

Christine Kock is a financial advisor at Oppenheimer with 34 years of industry experience. Her background includes roles at TD Bank N.A., TD Private Client Wealth LLC, Charles Schwab, and Waddell & Reed. She holds Series 63 and Series 66 designations and is based in Fort Lauderdale, FL. 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 equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Joseph Garrel is a financial advisor with Eagle Strategies (NY Life) based in Hallandale Beach, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked with Eagle Strategies since 2017 and operates Garrel Miani Financial Group Inc., which brokers insurance products including those from New York Life. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with both individual and institutional clients.

Luciano Guerra is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 licenses. Guerra also has a managing role at R1S1 Realty, a real estate business that helps tenants find apartments, although he no longer actively manages this business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates closely with affiliated Empower entities for recordkeeping and investment services.

Anna Rifkin is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments, TIAA, and Citizens Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jaemair Lewis is a financial advisor at Truist Advisory Services with a Series 66 designation. He has one year of experience in advisory roles and previously worked in banking, including seven years at Truist Bank and three years at Banch Banking & Trust Co. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, 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.

William Elmore Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Fahnestock & Co. Inc., a division of Oppenheimer, since 2003. 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 variety of programs and advisory services, including equity, balanced, and fixed-income portfolios, and provides both discretionary and non-discretionary management.

Bonnie Sachs is a financial advisor with Lincoln Investment in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. She has worked at Lincoln Investment since 2017 and was previously with Gilford Financial Corp. from 2007 to 2015. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth clients, trusts, charities, and retirement plans, including a long history with educators and 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers, with investment strategies developed by an in-house research team and supported by a broad network of independent advisors.

Christopher Recht is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) and holds a Series 65 designation. He has 17 years of industry experience, including prior roles at Ameritas Investment Corp and National Life. Recht is also president of Innovative Financial Services Inc. and serves as a driver operator/paramedic for Palm Beach County Fire Rescue. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans, offering multiple advisory platforms and a mix of discretionary and non-discretionary asset management approaches.

Alvaro Villacres is a financial advisor at PNC Wealth Management in Aventura, FL, holding Series 63 and Series 66 licenses with nine years of industry experience. He previously worked at Bank of America, Merrill, and Wells Fargo in various roles from 2015 to 2024. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only employee pilot that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Louis Kim is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, supporting both discretionary and non-discretionary investment solutions.

David Rosen is a financial advisor with Eagle Strategies (NY Life) based in Fort Lauderdale, FL. He holds a Series 66 designation and has 10 years of industry experience with prior roles at Equitable Advisors and AXA Advisors. Outside of his advisory work, he is the owner of two dormant online business entities. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides advice through multiple program types and emphasizes customization based on client objectives, managing the majority of its assets on a non-discretionary basis.

Gael Cataldo is a financial advisor at Oppenheimer with a Series 66 designation and less than one year of industry experience. Prior to joining Oppenheimer, Cataldo held positions at Panam Services Export LLC, Balanz SA, Red Bull Argentina SRL, and Universidad Argentina de la Empresa. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory options across equity, balanced, and fixed-income portfolios on both discretionary and non-discretionary bases.

John Kelley is a financial advisor with Empower Advisory Group in Fort Lauderdale, FL, holding Series 63, Series 65, and Series 66 credentials and bringing 30 years of industry experience. His career includes positions at Empower Financial Services, Assuance IQ, Allstate Insurance Company, Farmers Insurance, Vanderbilt Securities, LPL Financial, and Citigroup Global Markets. 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 certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and client savings rates.

Pedro Marti is a Series 66–licensed financial advisor with 18 years of industry experience. He is currently with Rockefeller Financial LLC, where he has worked since 2019, and previously was employed at Wells Fargo Clearing and Wells Fargo Advisors LLC. Marti serves on the finance committee of the Children's Burn Foundation. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating under a Private Advisor model supported by a consolidated investment platform that includes equity, fixed income, and alternative solutions.

Lee Levy is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 11 years of industry experience, including roles at Safra Securities LLC and Safra National Bank of New York. Levy has been with Truist Advisory Services since 2022. 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 a manager-selection program that combines discretionary and non-discretionary strategies with third-party platform partnerships.