Steven Georgopoulos is a financial advisor with Pinnacle Investments, LLC in Boca Raton, FL, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has worked at Pinnacle Investments since 2019, following prior roles at Dawson James Securities and Woodstock Financial Group. He is also president of GEORGOPOULOS INC, a separate business entity established in 2011. Pinnacle Investments is a multi-team advisory firm managing over $1.2 billion across 57 advisors, serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers financial planning, portfolio management, and advisory consultations, employing both fundamental and technical analysis and a range of investment strategies.

Barry Mills is a financial advisor at A.G.P. / Alliance Global Partners with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Aegis Capital, Westport Resources Management Inc, and Morgan Stanley. Mills is based in Boca Raton, FL. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and financial planning services, with a notable focus on international investing and active broker-dealer operations.

Kiley Johansen is a CFP® and holds a Series 66 license, currently affiliated with United Capital Financial Advisors in Boca Raton, FL. Kiley has been with United Capital Financial Advisors since 2019 and has previous work experience that includes roles at The Atlantic Grille and Florida Atlantic University. United Capital provides national financial planning and discretionary investment management services to a diverse clientele, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers customizable investment solutions through a broad affiliate network and supports other independent advisors via its FinLife Partners platform.

Richard Albert is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at UBS Financial Services and Raymond James Financial Services. He is also a variable and life insurance agent. Advisory Services Network is an enterprise firm serving individuals, families, corporations, charitable organizations, and employer retirement plans. The firm offers portfolio management, financial planning, investment and retirement plan consulting, and third-party manager selection through a network of independent advisors managing approximately $8.6 billion in client assets.

Jodi Perelman is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Truist Advisory Services since 2016 and has been affiliated with Truist Banks, Inc. and Truist Investment Services, Inc. since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships and utilizes AI-enabled research tools alongside traditional methods in its investment process.

John Ingraham is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2016. Prior to that, he was employed at Wedbush Securities Inc. and Morgan Stanley DW Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary investment management, financial planning, and retirement consulting.

Brian Kutsmeda is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including J.P. Morgan Securities, Morgan Stanley, Stifel, Ryan Beck & Co., Wells Fargo Clearing, and Prudential Equity Group. He has been with Oppenheimer since 2014. 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 broad range of programs and advisory services, including equity, balanced, and fixed-income portfolios, delivered on both discretionary and non-discretionary bases.

Lara Maria Pin Goncalves De Melo is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and three years of industry experience. Her previous roles include positions at Northwestern Mutual, Morgan Stanley Smith Barney LLC, and Citibank, N.A. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, along with broker-dealer execution and custody services. The firm is notable for its institutional scale and unique market roles, including acting as a security-based swap dealer and futures commission merchant.

Gabriel Christensen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Valmark Securities, MassMutual Life Insurance, and Atlantic Golf Management. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Michael Madalena is a financial advisor with Valic Financial Advisors in Tallahassee, FL, holding a Series 66 designation and 26 years of industry experience. He has been with Valic Financial Advisors since 1999 and also works with Agia as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with tax and ESG overlay options.

Richard Morgenstern is a CFP® professional affiliated with &PARTNERS, based in Boca Raton, FL, and has 45 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Kai Heller Spencer is a financial advisor at Rockefeller Financial LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Spearhead Capital Advisors, the University of Florida, Oppenheimer & Co. Inc, Florida Atlantic University, and MassMutual. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Jules Epstein is a financial advisor with Eagle Strategies (NY Life) based in Boca Raton, FL, holding a Series 63 license and over 50 years of industry experience. His career includes long-term roles at New York Life Insurance Co. and Nylife Securities Inc. He is also the owner of The Bridge Group, Inc. and serves as a board member for Beth Ami Temple in Boca Raton. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored advice across multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities with a focus on retirement investors.

Nycole Sones is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup since 2018, following two years at PNC Investments. Outside of her advisory role, she assists her children with a car leasing business in Palm Beach, Florida. Citigroup Global Markets serves individual and institutional clients across wealth management and private banking segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with oversight committees and maintains distinctive market roles including derivatives and futures services.

Michael Onorato is a CFP® professional with 11 years of experience in financial advisory services. He is currently with CIBC Private Wealth Advisors, Inc., having previously worked at First Citizens, Silicon Valley Bank, and Boston Private Wealth LLC. He is based in West Palm Beach, FL. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers portfolio management, financial planning, estate and philanthropic planning, and coordinated Family Office services, utilizing a structured investment process that blends proprietary and external strategies.

James Oneil is a financial advisor with GWN Securities Inc., holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at HD Vest Investment Services, Insurance Agency, and Advisory Services from 2016 to 2019. Outside of his advisory work, he serves as a board member of the Wellington Rotary Club. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Christopher Bell is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at Bank of America, Merrill, and Rockefeller Capital Management. He is based in Boca Raton, FL. 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, consulting, and operates as a registered broker-dealer with placement and investment banking services.

Curtis James Jr. is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Boca Raton, FL, holding Series 63 and Series 65 credentials and has 14 years of industry experience. He previously worked with National Life Group, Nylife Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he serves as president of the Jacksonville NAIFA chapter and holds a seat on the Florida NAIFA state board; he is also a founder of Gravity Financial and acts as a trustee and executor for a family trust and estate. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and an SEC-registered investment adviser, offering multiple advisory platforms that combine long-term strategies with options for shorter-term trading, and uses third-party asset managers and model portfolios.

Jeffrey Brachfeld is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and six years of industry experience. He has previously worked at American Express and currently serves as vice president of the NPI Networking Group. Brachfeld is also the owner of JSB Financial Services Corp, a corporation used for tax purposes to aggregate commissions. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and investment solutions tailored by its network of investment adviser representatives.

Bert Livingston is a financial advisor at Equity Services, Inc. with 40 years of industry experience. He holds a Series 63 designation and has been with Equity Services since 1987. In addition to his advisory role, he is involved in insurance sales and serves as a trustee and agent for various trusts and donor-advised funds. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and often utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.