Heather Oliver is a CFP® professional with 25 years of experience in the financial industry. She is currently with Oppenheimer and previously worked at SunTrust Advisory Services and Suntrust Investment Services, Inc. in Fort Lauderdale, FL. Oppenheimer serves a wide range of clients including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation and manager selection, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary asset management.

Diego Scheurich is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique institutional capabilities including in-house research and roles as a swap dealer and futures commission merchant.

Frederick Redmond is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and PIMCO Investment Management Company LLC. Redmond is based in Hollywood, FL. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations while utilizing Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within Charles Schwab & Co. and does not exercise discretionary trading authority on client accounts.

Peter Pecci is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Integrity Alliance since 2017 and previously worked at Allstate Insurance Company for one year. Pecci is involved in community service through leadership roles with Rotary International and as a board member of the South Florida YMCA. Integrity Alliance serves a diverse client base including individual investors, corporations, and retirement plans, providing advisory and brokerage services through a large network of advisors managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and access to third-party managers, utilizing various investment strategies and platforms while supporting a range of advisory and plan services.

Hal Lippman is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and over 32 years of industry experience. His career includes roles at LPL Financial, Grove Point Investments, CETERA Advisor Networks, and Summit Financial Group. Outside of advisory work, he is an officer and director at SLR Accounting, Inc., a tax preparation and accounting firm. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party managers, managing approximately $11.3 billion in assets with both discretionary and non-discretionary account options.

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 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2003. He also serves as a trustee for multiple family trusts. Oppenheimer provides advisory and brokerage services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm employs strategic and tactical asset allocation and offers both discretionary and non-discretionary investment management programs tailored to client objectives.

Joseph Gass is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding Series 63 and Series 65 licenses, and has four years of industry experience. He has worked with New York Life Insurance Company and NYLIFE Securities LLC, and has additional experience outside finance in accounting and culinary fields. Gass also works as an independent contractor for DG Accounting, Inc. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs with discretionary and non-discretionary options.

Karleen Halliwell is a financial advisor at Rockefeller Financial LLC in Fort Lauderdale, FL, with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Rockefeller Capital Management since 2025, following a 12-year tenure at UBS Financial Services Inc. Outside of her advisory role, Halliwell 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. 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 employs a Private Advisor model and a consolidated investment platform, delivering discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

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.

Reginald Johnson is a financial advisor at TD Private Client Wealth LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Truist Advisory Services, IFP Securities, Citi, Cambridge Investment Research, and TIAA. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth individuals, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

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 credential and one year of industry experience. Her prior work history 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 broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale along with unique market roles such as operating as a swap dealer and futures commission merchant.

Milagritos Sosna is a financial advisor with TD Private Client Wealth LLC holding a Series 66 license and 25 years of industry experience. She previously worked at JP Morgan Securities, LLC, and Charles Schwab Bank. Sosna is based in Fort Lauderdale, FL. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional clients and high-net-worth individuals. The firm offers portfolio management, financial planning support, and access to various investment products through a combination of affiliated and third-party sub-managers.

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. Noy serves as a finance board member for the Sigma Phi Epsilon Alumni Association and Marist Brothers International, both nonprofit organizations. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension plans, corporations, and charitable organizations, employing a range of portfolio management and financial planning strategies with both discretionary and non-discretionary management options.