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 previously worked at Northwestern Mutual and Wells Fargo. Outside of his advisory role, Church serves as a police officer for the Town of Davie. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, managing billions in assets through a network of advisors and third-party asset managers.

Andrew Fairchild is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Newbridge Securities Corporation and Kovack Advisors, Inc. He is also president of Fairchild Financial Retirement Solutions, Inc., an insurance-related business. 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 brokerage, portfolio management, financial planning, and retirement plan services, utilizing multiple advisory programs administered through platforms such as Envestnet and custody providers including Pershing and Schwab.

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, Inc. in 2024, he worked for 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, leveraging a model integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time planning and managed account solutions.

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.

Katia Pecci is a financial advisor at Truist Advisory Services with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Truist and its predecessor firms since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Salvatore Labarbera is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and bringing 12 years of industry experience. He has been affiliated with Kestra Investment Services and Kestra Advisory Services since 2016. Labarbera operates under the DBA BlueLake Wealth Advisors for certain registered representative and advisory activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and investment management, serving clients with more than $79 billion in assets under management and catering to large institutional investors including sovereign wealth funds.

Scott Lanza is a CFP® professional with 29 years of industry experience, currently serving at Independent Financial Partners since 2019. He previously worked at LPL Financial for 14 years. Lanza serves as a trustee for a family residuary trust related to the Nancy Lanza Trust. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Suzannah Richards is a CFP® with 18 years of industry experience, currently affiliated with Eagle Strategies (New York Life) in Fort Lauderdale, FL. She has held roles at multiple firms, including Richards Financial Services, Inc. and Mahoney Financial Organization, LLC. Richards serves as a director of the Women's Ecommerce Association International. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and delivers advice via multiple program types, including financial plans, fee-based hourly advice, and retirement plan consulting.

John Lukehart is a financial advisor with Eagle Strategies (New York Life) in Weston, FL. He holds Series 63 and Series 65 designations and has 53 years of industry experience. He has been affiliated with New York Life Insurance Company, NYLife Securities LLC, and Lukehart & Lukehart since 1988. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Michael Mendes is a financial advisor with Integrity Alliance, LLC in Davie, FL, holding Series 65 and Series 66 designations and 18 years of industry experience. He previously held roles at Bankers Life and related entities from 2007 to 2025 before joining Integrity Alliance and American Senior Benefits in 2025. Outside of his advisory work, Mendes is involved in insurance sales and agency development, including roles as president of My Citadel Insurance and regional sales manager at American Senior Benefits, and he provides estate planning guidance through third-party software. Integrity Alliance serves a broad client base, including individual investors, corporations, and retirement plans, managing approximately $5.4 billion in client assets through a large network of independent advisors. The firm offers a range of advisory and brokerage services, employing varied investment approaches and supporting both discretionary and non-discretionary account management.

Daniel Nelson is a financial advisor with Guardian Life, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at CITIGROUP, Vanderbilt Securities, and The Pinnacle Financial Group. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients, utilizing both proprietary and third-party investment advisory programs.

Kara Bimston is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with TIAA-CREF since 2016. Outside of her advisory role, she serves as Secretary for the Emory Townhomes Homeowner's Association, assisting in managing community affairs. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, including customized portfolios managed under client-approved investment policies.

Marc Schliefer is a CFP® professional affiliated with CWM, LLC and has 43 years of experience in the financial services industry. His career includes roles at EPI Wealth Management, Cetera Wealth Services, and LPL Financial, among others. Schliefer is also involved in operating Equity Planning, Inc. and Equity Planning Institute, Inc., which have been active since the late 1970s. He serves as president and owner of EPI Wealth Management, Inc., a business focused on expense management. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, variable sub-account management, sub-advisory services, and retirement-plan services, typically managing accounts on a discretionary basis with model portfolios overseen by an in-house Investment Committee.

Amy Szarenski is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to her current role, she worked for Broward County Public Schools and has been a Rodan + Fields Skincare consultant since 2017. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios.

Remy Jeanneau is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and 17 years of industry experience. Prior to joining Truist in 2025, Remy worked at J.P. Morgan Securities and RBC Capital Markets. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver customized investment solutions.

Eric Weinsier is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Truist Investment Services since 2003 and has been with Truist Advisory Services since 2016. 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 employs a combination of discretionary and non-discretionary manager relationships and utilizes third-party platforms and AI-enabled research tools as part of its investment process.

Hector Hernandez is a financial advisor with Principal Financial Services in Weston, FL, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at Principal Securities and Principal Life Insurance Company since 2006. Hector also serves as a bank officer supporting Principal’s retirement plan account relationships across insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, estates, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

William Calaca is a financial advisor with Citigroup Global Markets, holding Series 63, 65, and 66 designations and bringing 26 years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank for five years each before joining Citigroup in 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and market roles that distinguish it from peers.

John Arango is a financial advisor with Empower Advisory Group in Miramar, FL, holding Series 66 and Series 63 credentials and 11 years of industry experience. He has worked at Empower Advisory Group since 2025 and previously at Gwfs Equities, Inc. for 10 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm operates an integrated service model linked to Empower’s recordkeeping platform and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.