Molly Haga is a financial advisor at Janney Montgomery Scott with eight years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James and Associates, Inc., Baird, and the PGA of America. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Dana Pineda is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. She has been with Citigroup since 2014. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

John Merendino is a financial advisor at TD Private Client Wealth LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, PNC Investments, Cetera, and several other firms. Merendino is based in West Palm Beach, Florida. 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 investors. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers, offering portfolio management, financial planning support, and custody services.

Patrick Hoene is a financial advisor at &Partners with 12 years of industry experience. He held a position at Wells Fargo Advisors for 11 years before joining &Partners in 2025. He holds Series 66 and Series 63 credentials. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning through both discretionary and non-discretionary services, utilizing a combination of proprietary and third-party strategies.

Justin Farley is a CFA charterholder and holds Series 63 and Series 65 licenses. He is currently with Brookstone Capital Management LLC and Amerilife, both since 2026. Prior to this, he worked at Ship Sticks from 2012 to 2026. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, trusts, and business entities. The firm offers discretionary portfolio management through a turnkey asset management platform and employs a range of investment strategies incorporating ETFs, mutual funds, individual securities, and options-enhanced approaches.

Jason Valdez is a financial advisor at Equity Services, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and Knights of Columbus. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, frequently using third-party asset managers and combining long-term strategies with options for shorter-term trading.

Nathan Flah is a financial advisor at Integrity Alliance, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Lion Street Advisors, Kestra Advisory, and METLIFE Investors Distribution Company. He is also the owner of Flah & Company, an insurance sales business. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm offers a range of advisory and brokerage services through a large network of independent advisors, employing various portfolio management approaches and supporting both discretionary and non-discretionary account services.

Andrew Francisco is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He has been with Commonwealth since 2018 and previously worked at Rochester City Schools District for two years. Francisco is a co-owner and vice president of BUB Unlimited, LLC, a private entity involved in real estate ownership. 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 roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, supporting a range of investment strategies and products.

Theodore Boyes is a financial advisor at Integrity Alliance, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Kestra Financial Services, Kestra Investment Services, and Waddell & Reed. Outside of his advisory role, he is also involved with Legend Wealth Management, LLC, where he provides investment management and financial planning services. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm supports over 300 independent adviser representatives managing approximately $5.4 billion in client assets and offers a range of investment management and financial planning services utilizing diverse strategies and platforms.

Robert D'angelo is a CFA charterholder with 15 years of industry experience. He is currently with Cresset Asset Management, LLC, where he has worked since 2022, following roles at Altrius Capital Management Inc., GAM Services Inc., and AllianceBernstein L.P. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and active and passive implementation across a range of asset classes including alternatives.

Francis Schanne V is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. He has been with Commonwealth and Cary Stamp & Company since 2018. Prior to his advisory career, he worked at Sacred Heart University for four years. Commonwealth Financial Network is a registered investment adviser that supports a national network of nearly 3,000 advisors and their clients by providing a range of advisory programs, technology, and practice-management services. The firm offers discretionary model portfolios and customizable investment solutions while serving both retail and institutional clients.

Carlos Farelo is a CFP® with 21 years of industry experience, currently serving as a financial advisor at OSAIC Institutions, Inc. Since 2025, he has worked at OSAIC following prior roles at Ameriprise Financial Services, Royal Alliance, VOYA Financial Advisors, B. Riley Wealth Advisors, and Gunnallen Financial. He serves on the Board of Directors for The Academy of Finance at William T Dwyer High School and acts as its Treasurer. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals including high-net-worth clients, ERISA plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments while operating a hybrid adviser/broker-dealer model with a large non-discretionary asset base.

Katherine Barnhart is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Rockefeller Capital Management, Truist Advisory Services, and BB&T Investment Services. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing a broad range of investment and placement services.

Shaena Mcpadden is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Gregory Harvey is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and with 14 years of industry experience. His prior roles include positions at CoreCap Investments, Ameritas Investment Corp., and CCF Investments, Inc. In addition to his advisory work, he has experience as an independent insurance agent and participates in the Dave Ramsey SmartVestor Pro program. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm combines discretionary portfolio management and model portfolios with a range of affiliated and unaffiliated sub-advisers, employing strategies that include market-timing and momentum-based approaches alongside traditional asset allocation methods.

John Lahoud is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Merrill, UBS Financial Services, Bank of America, and currently Rockefeller Capital Management. 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 offers portfolio management, financial planning, and consulting services, operating as a registered broker-dealer with unique capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Federico Barreto is a financial advisor at Oppenheimer with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Morgan Stanley Private Bank, UBS Financial Services, and Merrill prior to joining Oppenheimer in 2023. Outside of advising, he manages a living trust. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations with a range of investment programs including discretionary and non-discretionary advisory services. The firm offers equity, balanced, and fixed-income portfolio management alongside consulting and retirement services.

Evan Bozymski is a financial advisor at Planmember Securities Corporation with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Highgtower Advisors, Tramec, LLC, and Deutsche Bank Securities Inc. He is based in West Palm Beach, FL. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

Nelson Gomez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Citigroup since 2012. 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 uses multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains large institutional scale alongside specialized market roles such as swap dealing and futures commission merchant activities.

Michael Becker is a financial advisor at Citigroup Global Markets with 20 years of industry experience. His prior roles include positions at Bank of America, SunTrust Investment Services, BNY Mellon Securities Corporation, and AllianceBernstein. He serves as a board member for Meals on Wheels of the Palm Beaches, a nonprofit that provides free meals to seniors in need. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and unique market roles such as swap dealer and futures commission merchant.