Kyle Faro is a financial advisor at Rockefeller Capital Management with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. His current role follows several years at Rockefeller Financial LLC. Rockefeller Capital Management is an enterprise firm with 157 advisors, offering wealth management and investment services.

William Rusch is a CFP® professional with 27 years of industry experience, currently serving at J.W. Cole Advisors, Inc. since 2022. His prior experience includes roles at Omni Financial Services Inc., Securian Financial Services Inc., and Minnesota Life. He is also a partner at Camory Wealth Management Group. J.W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Eduardo Cohen is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has eight years of industry experience, including prior roles at Morgan Stanley Private Bank and Enermax. Cohen is based in Bal Harbour, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by proprietary research and third-party platform arrangements.

Kyria D Avila is a financial advisor at Guardian Life with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked extensively with Park Avenue Securities and Guardian Life Insurance since 2013. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving 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 proprietary and third-party investment advisory programs.

William Seago Jr. is a CFP® professional with 26 years of industry experience. He is currently with Fifth Third Securities, Inc., where he has worked since 2026. His prior roles include positions at Ameriprise Financial Services, Comerica Securities, and Atlantic Capital Advisors. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs, including the Passageway Managed Account Program with various portfolio management options and tax-efficient strategies.

Loren Ben is a financial advisor at Oppenheimer & Co. Inc with 50 years of industry experience. He has been with Oppenheimer since 2003 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves as a trustee for BP Enterprises, a family limited partnership. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, providing advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation and offers a range of investment products while acting as a qualified custodian.

Carl Lordeus is a financial advisor with Empower Advisory Group in Miramar, FL. He holds Series 66 and Series 63 credentials and has two years of industry experience. Prior to his current role, he worked at Marsh McLennan and the Ian Martin Group. 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 integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Felix Santiago Jr. is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Diversified Investors Securities Corp. and Diversified Investment Advisors since 2008. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with programs focused on asset allocation, contribution guidance, and retirement planning. The firm uses a model-driven approach that incorporates Morningstar Investment Management’s proprietary software and portfolio oversight, delivering both managed portfolios and non-discretionary recommendations to a large client base.

Zanneisha Morrison is a financial advisor with Eagle Strategies (NY Life) in Sunrise, FL. She holds Series 63 and Series 66 designations and has one year of industry experience. Prior to joining Eagle Strategies, she worked at JP Morgan Chase Bank and Synovus Bank. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored advice and multiple service programs, focusing primarily on non-discretionary asset management and supporting a diverse client base including retirement plan sponsors.

Edward Livrieri Jr. is a CFP® professional affiliated with LPL Financial with 32 years of industry experience. He has worked at Private Advisor Group, LLC and LPL Financial since 2012 and has been involved with Livrieri & Golub Inc. since 1999, an accounting and tax preparation firm. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with insurance, lending, and recordkeeping services.

Michael Griffith is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co. Inc. since 2003 and CIBC World Markets since 1992. He is based in Fort Lauderdale, FL. 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, utilizing strategic and tactical asset allocation, manager selection, and multiple investment strategies tailored to client objectives.

Susan Stephens is a financial advisor with Oppenheimer in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Oppenheimer since 2010. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation along with manager selection and various investment vehicles to meet client objectives, and acts as a qualified custodian for client assets.

Edward Cohen is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds a Series 66 designation and has worked with SunTrust Advisory Services since 2016, along with roles at SunTrust Bank and SunTrust Investment Services since 2009. 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 and manager arrangements, to deliver its investment solutions.

Daniel Rieber is a financial advisor with HSBC Securities (USA) Inc. in Aventura, FL, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at HSBC Private Bank and EFG Bank. He is also a bank officer with HSBC Bank (USA) N.A., where he engages in the sale of bank-related products and services alongside his advisory duties. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment solutions. The firm’s investment process incorporates multiple risk profiles and combines strategic and tactical asset allocation, supported by affiliated global asset management and fund due diligence providers.

Lina Valencia Sandoval is a financial advisor with Truist Advisory Services holding a Series 66 designation and no prior industry experience. Her work history includes roles at Truist Investment Services and Truist Bank since 2018. 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 manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Marbel Ugando is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 66 credentials and 22 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he serves as the managing member of MAR Investments LLC, which invests passively in a restaurant called Baires Grill Orlando that serves Argentinean cuisine. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Edward Knight is a ChFC® credentialed advisor affiliated with Independent Advisor Alliance, LLC, with 52 years of industry experience. He has held roles at Independent Advisor Alliance since 2019 and previously worked with Independent Financial Partners and LPL Financial. Knight is also a retired New York Life Insurance Company agent and maintains a license to sell life and annuity products occasionally. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and integrates technology platforms to support comprehensive wealth and estate planning.

Yanin Salgado is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 20 years of industry experience. She has been with SunTrust Advisory Services since 2016 and has held roles within SunTrust Banks and SunTrust Investment Services since 2010. 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 offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary arrangements supported by third-party platforms and a dedicated equity research team.

Jerold Attento is a financial advisor with Principal Financial Services in Aventura, FL, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Blue Water Financial Advisors, Pulles and Attento Wealth Management, and Financial Resources. He is also involved in the sales and servicing of various insurance products, including health, fixed life, disability, fixed annuities, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Maria Olavarria Alban is a financial advisor at Truist Advisory Services with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC, New York Life Insurance Company, and Pencillus Systems LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration among Truist entities.