Allen Albrecht is a CFP® with 40 years of industry experience, currently affiliated with SPC. He has worked at Parkland Securities since 2014 and has been associated with Sigma Planning Corp since 2002. Outside of his advisory roles, he is involved with the Kiwanis Club of Miami Lakes. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors and corporate clients. The firm supports a large advisory network and offers tailored, typically discretionary investment advice through various account programs.

Guillermo Hernandez is a financial advisor with Eagle Strategies (NY Life) based in Sunrise, FL. He holds Series 66 and Series 63 licenses and has one year of experience in the financial services industry. Prior to his current role, he worked at Microsoft Corp and Metaswitch Networks. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Theodore Mpatsios Pappas is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Equitable Advisors, and Northwestern Mutual. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment platform, while also operating as a registered broker-dealer providing a range of investment and placement services.

Giuliana Pelletier is a financial advisor at PNC Wealth Management with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital investment platform that uses algorithmic risk assessments and delegated portfolio management employing mutual funds and ETFs.

Peter Danese is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 26 years of industry experience, including prior roles at Merrill and LPL Financial. Danese operates through his independent advisory business under Private Advisor Group and Newtown Investment Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model that integrates proprietary technology platforms and third-party managers to deliver a range of investment strategies.

Manuel Figueroa is a Series 65-licensed financial advisor with over 32 years of industry experience. He currently works at Integrity Alliance, LLC and has previously been employed at Brokers International Financial Services, MML Investors Services Inc, MassMutual, and MSI Financial Services, Inc. Outside of advisory work, Figueroa serves as a police officer and is a board member for the Police Officer Assistance Trust and the Coconut Grove Arts Festival. Integrity Alliance is an enterprise firm serving individual investors, corporations, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers a variety of portfolio management and financial planning services, utilizing a range of investment approaches and platforms.

Joaquin Gonzalez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at Citigroup since 2017 and previously held positions at J.P. Morgan Securities and JPMorgan Chase Bank. Citigroup Global Markets serves individual and institutional clients, including high-net-worth and ultra-high-net-worth individuals, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides access to alternative investments and digital-asset products, combining large institutional scale with specialized market roles.

Jeffrey Stern is a financial advisor at Guardian Life with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2005. Stern serves as a trustee in a non-investment-related role since 2023. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client services including financial planning, discretionary and model-based portfolio management, and access to proprietary and third-party investment solutions.

Christopher Law is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for seven years. Prior to his advisory career, he spent nine years in full-time education. 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, and fiduciary support, utilizing a combination of discretionary manager relationships and third-party platforms to implement its strategies.

Altagracia Pastor is a financial advisor at Truist Advisory Services with 20 years of industry experience. She holds a Series 66 designation and has worked at SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank since 1999. 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 administer its AMC Advantage program and manage ongoing due diligence.

Randy Stark is a financial advisor at Truist Advisory Services with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including BB&T Securities, Wells Fargo Clearing, and Citigroup Global Markets. He is based in Fort Lauderdale, FL. 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 a manager‑selection program, utilizing a combination of discretionary and non‑discretionary approaches supported by proprietary research and inter‑affiliate integration.

Peter Triolo is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has two years of industry experience, with prior roles at The Bridge Group, Inc., NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory work, he volunteers as a lacrosse coach for a local club program in Boca Raton, Florida. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Anibal Alvarado is a financial advisor at Truist Advisory Services with 16 years of industry experience. He holds Series 65 and Series 63 credentials and has worked previously at Fidelity Investments, Wells Fargo, and Citigroup. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and extensive inter-affiliate integration.

Stephen Young is a CFP® with eight years of industry experience currently serving at Brookstone Capital Management LLC since 2021. He previously worked at Crown Capital Securities, LP and has been affiliated with National Life Group since 2011. Outside of investment advisory, he works as an independent contractor in insurance sales focusing on fixed annuities and life insurance. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset allocation models and a range of investment strategies, offering discretionary portfolio management through its turnkey platform and acting as a sub-advisor to other advisory programs.

Bradley Baumgartner is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63, 65, and 66 credentials and 44 years of industry experience. His prior experience includes eight years with Valic Financial Advisors. He has been with Stratos Wealth Partners and affiliated LPL Financial since 2012. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a broad range of clients, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, using an open-architecture investment approach with customizable portfolio management and integrated third-party platforms.

Brandon Vietti is a financial advisor with Guardian Life in Fort Lauderdale, FL, holding a Series 66 designation. He has been with Guardian Life and its related entities since 2024 and has prior experience at Oakmont Public Adjusting. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Charles Thomas is a CFP®-certified financial advisor with five years of industry experience. He has worked at Farther since 2026 and previously held roles at Northstar Financial Planners, Mustard Seed Wealth Management, and Bodcaw Bank. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform complemented by in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and a range of asset classes, including ETFs, mutual funds, equities, and fixed income.

Matthew Grosjean is a financial advisor at Lincoln Investment with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at A.G.P. / Alliance Global Partners and Foresters Advisory Services. Lincoln Investment Planning, LLC is a large enterprise firm that serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by a dedicated in-house Investment Management & Research team.

Joseph Moosa is a financial advisor with Janney Montgomery Scott in Ft. Lauderdale, FL, holding a Series 66 designation and seven years of industry experience. His background includes four years with Nexus Insurance Brokers before joining Janney Montgomery Scott, where he has worked in multiple roles since 2018. 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, and institutional clients, offering a range of brokerage, financial planning, and advisory services with a blend of in-house and third-party portfolio management.

Colleen Cowan is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2012. 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 a range of 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 tools.