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. based in Aventura, FL, holding Series 63 and Series 66 designations and six years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Gastrack Operators, LLC. Outside of finance, he manages 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, charitable organizations, and corporations, using a range of discretionary and non-discretionary strategies. The firm employs a structured investment process with multiple risk profiles and leverages global asset management and fund due diligence resources, providing varied managed account solutions including an Offshore program for qualified non-resident clients.

Daniel Jacoby is a financial advisor with LPL Financial in Aventura, FL, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has worked with Stratos Wealth Partners, Ltd. since 2010 and was affiliated with Stratos Investment Management, LLC from 2016 to 2021. Jacoby also holds a license to conduct the sale and servicing of fixed insurance products, including annuities and various types of insurance. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive 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 with Oppenheimer, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She has been with Fahnestock & Co. Inc. since 2003. Outside of her advisory role, she serves as a trustee of the Lawrence Moochler Trust. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and a range of investment strategies.

Leonard Suskind is a financial advisor with Rockefeller Capital Management in Fort Lauderdale, FL, holding a Series 63 designation and 42 years of industry experience. He previously worked at UBS Financial Services Inc. for 12 years before joining Rockefeller in 2025. Suskind serves on the board of directors for the David Poznak Jewish Community Center. Rockefeller Capital Management is an enterprise firm with 157 advisors, providing wealth management and investment advisory services.

Camille Smith is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 17 years of industry experience. She has held positions at firms including CRI Securities, LLC and Securian Financial Services, Inc. In addition to her advisory work, she is the founder and owner of reVive Consulting, LLC, a business consulting firm. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and retirement consulting, supporting advisors in implementing customized portfolio solutions.

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 designation and 16 years of industry experience. He has worked at HSBC Securities and HSBC Bank USA since 2016 and previously held roles at Brickell Global Advisory, Insurance, Markets, and Brickell Bank from 2015 to 2016. Outside of his advisory role, he is the owner of an e-commerce business, Portina LLC. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary offerings. The firm’s investment process incorporates multiple risk profiles and combines strategic and tactical asset allocation advice while utilizing affiliated and third-party providers for fund due diligence, monitoring, and administrative services.

Jose Mendez is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has been with SunTrust Advisory Services since 2016 and has also worked at SunTrust Bank and SunTrust Investment Services since 2009 and 2005, respectively. 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 manager relationships and non-discretionary consulting, supported by third-party platform arrangements and an equity research team that uses AI-enabled tools.

Liudmila Cabrera is a financial advisor at AE Wealth Management, LLC with Series 65 credentials and no prior industry experience before joining AE Wealth Management in 2026. She has previously worked at Alto Financial Group, One Health Medical Center, and Medicare Advantage. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies supported by comprehensive reporting and model trade signals.

Alberto Castaner is a financial advisor at Oppenheimer with 39 years of industry experience. He holds a Series 63 designation and has worked previously at Morgan Stanley Private Bank and Morgan Stanley. He serves as trustee and executor for his late brother’s trust and estate, managing investments for the beneficiaries. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic asset allocation, manager selection, and both discretionary and non-discretionary investment management programs.