Pelayo Garcia Jr. is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Financial Independent Group and Secure Investment Management, LLC. Garcia also operates insurance-related businesses, serving as a licensed insurance agent through GBS Financial and J.D. Mellberg Financial, LLC. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, and sovereign wealth funds. The firm delivers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supported by a large advisor network and a turnkey asset management platform.

Roberto Recine is a financial advisor with Eagle Strategies (New York Life) in Sunrise, FL, holding a Series 63 designation and over 31 years of industry experience. He has been with Eagle Strategies since 2004, and his career also includes long-standing roles at Nylife Securities LLC and New York Life Insurance Company dating back to the mid-1990s. Outside his advisory work, he is an investor in Ashbry Inc., a company that offers personalized messages and gifts signed by celebrity athletes and musicians. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and charitable and corporate entities, providing financial planning, investment management, and retirement plan advisory services. The firm delivers services through various program models and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis under an integrated New York Life affiliate structure.

Glenn Brohman is a financial advisor at Oppenheimer with 41 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. for 23 years. Brohman serves as trustee for multiple family trusts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary strategies.

Joseph Gass is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has four years of industry experience, including prior roles at New York Life Insurance Company and NYLIFE Securities LLC. Outside of his advisory work, he serves as an independent contractor for DG Accounting, Inc. Joseph is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside access to proprietary wrap programs and third-party advisory solutions.

Karleen Halliwell is a financial advisor with Rockefeller Financial LLC and Rockefeller Capital Management, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked for UBS Financial Services Inc. for 12 years. She serves as Chair of the Investment Committee and Trustee for Miami Country Day School, where she facilitates quarterly meetings with the school’s endowment investment manager and is involved in development and planned giving. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating as both an investment adviser and a registered broker-dealer with integrated capabilities including trust, insurance, and asset management services.

Michael Kleinstein is a financial advisor with TLG Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at The Leaders Group Inc, FSG, Alt Fund Distributors LLC, Catalyst Funds, and BNY Mellon Securities Corporation. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm emphasizes manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, offering services via independent advisors, sub-advisors, and a direct-to-consumer digital program called Starlight Portfolios.

Roberto Torres is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research, derivatives services, and bespoke solutions for large client relationships.

Bernice Rolle Lewis is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked with Independent Advisor Alliance since 2019 and previously with Independent Financial Partners and LPL Financial. Outside of advisory work, she has served as a temporary substitute teacher for Broward County Public Schools. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs a network model with several hundred advisory representatives, provides both discretionary and non-discretionary portfolio management, and leverages technology platforms to integrate and manage client assets and estate planning.

Daniel Featherston is a financial advisor with Truist Advisory Services in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and having seven years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank over an 11-year span before joining Truist in 2026. 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 combines discretionary and non-discretionary strategies, supported by third-party platforms and AI-enabled research tools, to deliver its AMC Advantage manager-selection program and other investment solutions.

Jose Gautier is a CFA® charterholder with 18 years of industry experience. He is currently with TD Private Client Wealth LLC and TD Bank N.A., having joined in 2025. His prior positions include roles at Santander Bank, Santander Securities, Lincoln Investment, Gabor Financial Solutions, Jhfn Sii, and Edward Jones. Outside of his advisory work, Gautier is the sole owner and artist of GautierArt, an art business he operates in Miami Beach. 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. The firm combines strategic and tactical asset allocation through a mix of affiliated and third-party sub-managers and uses a technology platform provided by Envestnet with custody services through Pershing.

Christopher Cavallaro is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach supplemented by shorter-term trades and using both internal management and third-party asset managers.

Luis Perez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Citigroup since 2014, including the firm’s enterprise segment since 2024. 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. The firm combines large institutional scale with specialty market roles, including in-house research and security pricing, and provides a broad set of advisory, execution, and custody services.

Julio Castillo is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Transamerica Investors Securities Corporation and Scottrade, Inc. Outside of his advisory role, Castillo is involved in real estate sales and investments. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA employer retirement plan relationships, as well as trusts, estates, partnerships, and corporate entities. The firm offers a range of advisory services including model portfolio management and customized portfolio solutions under a fiduciary standard.

Samantha Miranda is a financial advisor at Citigroup Global Markets with a Series 66 license and one year of industry experience. Her prior work includes roles at American Express and Valic Financial Advisors. 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 maintains large-scale institutional capabilities alongside specialized market roles.

Jovany Noy is a financial advisor at First Citizens Investor Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bci Securities, Amerant Investments, Amerant Bank, and CITIGROUP. He serves as a finance board member for the Sigma Phi Epsilon Alumni Association and Marist Brothers International, both nonprofit organizations, providing financial guidance on their committees. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a client-centered process that integrates fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Timothy Church is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Northwestern Mutual and Wells Fargo. In addition to his advisory work, he serves as a police officer for the Town of Davie. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a large network of advisors, offering financial planning, advisory programs, and retirement plan consulting with both discretionary and non-discretionary account options. The firm combines SEC-registered advisory services with broker-dealer capabilities.

Andrew Fairchild is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Newbridge Securities Corporation, Kovack Advisors, Inc., Kovack Securities, Inc., and Investacorp Inc. He is also the president of Fairchild Financial Retirement Solutions, Inc., a business involved in fixed insurance products. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional investors. The firm employs a combination of firm- and third-party models for portfolio management, utilizing both passive and active strategies tailored to client risk profiles.

Steven Wiltshire is a financial advisor with Truist Advisory Services in Coral Springs, FL. He holds Series 63 and Series 65 designations and has 31 years of industry experience. Since 2013, he has worked with Truist Investment Services and Truist Advisory Services. Outside of financial advising, he owns SAV Group LLC, a business involved in wholesale jewelry purchases and sales. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm delivers services including asset allocation, fiduciary support, and a manager‑selection program, utilizing both discretionary and non‑discretionary approaches supported by third‑party platforms and AI‑enabled research.

James Provenzano is a financial advisor with Empower Advisory Group in Pompano Beach, FL. He holds Series 65 and Series 66 licenses and has 17 years of industry experience. Prior to joining Empower Financial Services in 2024, he worked at Laidlaw & Co (UK) Ltd. for 16 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Norman Caldwell is a financial advisor at Creative Planning with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Planning since 2016. In addition to his advisory role, he is the owner of Citrus Consulting, Inc., which provides business and personal coaching as well as marketing services. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm uses a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, tax-loss harvesting, and selective private market exposure.