Roland Santini is a financial advisor with SPC, holding the PFS™ and Series 66 designations and bringing 28 years of industry experience. He has worked at Parkland Securities, LLC since 2014 and has operated Santini & Company P.A. C.P.A.'s, an accounting and tax practice for individuals and small businesses, since 1987. Santini also holds a realtor license and serves as a trustee and power of attorney for a revocable trust. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with an investment approach that includes discretionary and nondiscretionary management tailored to client suitability.

Richard St John is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 66 licenses and has four years of industry experience. He previously worked at Cizmic Consulting for eighteen years and currently maintains roles with Nylife Securities LLC and New York Life Insurance Company. Outside of his advisory work, he serves as President and Board Member of Business Networking International (BNI), a referral-based professional organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated representatives. The firm offers multiple program types, including fee-based advice and co-advisory relationships, with a focus on tailoring recommendations to client and plan sponsor objectives.

Keith Stoloff is a financial advisor at Corient with 33 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Emfo, LLC, Stoli Advisory, and Stoloff Investment Advisory Services, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies and third-party managers, employing risk management tools and alternative investments where appropriate.

Richard Bonchick is a financial advisor with Guardian Life in Coral Springs, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Guardian Life since 1992 and also has a longstanding role at Alliance Financial Corp. Outside of his advisory work, Bonchick is involved in business consulting through his firm RSB Advisor Inc., where he assists business owners with marketing and operational strategies, and he serves on the Broward County Small Business Advisory Board. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of discretionary and non-discretionary advisory relationships and combines proprietary and third-party investment models.

George Suarez is a financial advisor at Corient with 10 years of industry experience and holds a Series 65 designation. Prior to joining Corient in 2024, he worked at Emfo, LLC, Sound Income Strategies, LLC, and Weathwise Technologies, Inc. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities, employing a goals-based, team investment approach that integrates in-house strategies with third-party managers and risk management tools.

Erek Reynolds is a financial advisor with Empower Advisory Group in Fort Lauderdale, FL, holding Series 63 and Series 66 designations and 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo, TIAA, and TD Ameritrade. 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 retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates within plan lineups selected by sponsors.

Perry Long is a CFA® charterholder with seven years of industry experience. He is currently with Truist Advisory Services and previously worked at Wells Fargo Bank. In addition to his advisory role, he teaches trust and wealth management at the Florida Trust School. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches and utilizes AI-enabled tools alongside traditional research in its manager selection process.

Julio Leyva is a financial advisor at Truist Advisory Services with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and JPMorgan Chase Bank, among other firms. 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, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

Rico Williams is a Series 66-licensed financial advisor at T. Rowe Price Advisory Services, Inc. with 11 years of industry experience. He previously worked at Raymond James and has been with T. Rowe Price since 2012 in two separate periods. Outside of his advisory role, he owns a clothing brand called The Tribe X Brand LLC. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm employs model portfolios invested in proprietary mutual funds and ETFs, using tax-aware strategies and Monte Carlo simulations to support retirement income planning.

Steven Cordoba is a financial advisor with Empower Advisory Group in Hollywood, FL, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at Empower Retirement, JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and UBS Financial Services. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing.

David Shapiro is a financial advisor at RBC Rochdale, LLC with 15 years of industry experience. He has been with City National Rochdale since 2014 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as a director for the Sierra Ranches Community Association, where he helps oversee the operations and finances of his homeowners association. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm uses a multi-strategy investment approach that combines quantitative screening, statistical modeling, and fundamental analysis, implementing portfolios through proprietary tools and collaboration with third-party sub-advisors.

Christopher Warren is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has held roles at multiple firms including Lawless Edwards & Warren LLC, where he is a partner and advisor, and serves as a board member at Ovation Home Insurance Reciprocal Exchange. Warren is also licensed as an independent insurance agent to sell fixed insurance products and is approved to offer life settlements on those products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by multiple custodial platforms and third-party tools.

Reynel Gonzalez is a Series 66-licensed financial advisor with 18 years of industry experience. He currently works at Truist Advisory Services and Truist Investment Services, having previously held roles at Wells Fargo Clearing and SunTrust Advisory Services. In addition to his advisory work, he owns and operates a daycare facility and is involved with an early childhood education initiative focused on literacy. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platform relationships.

Matthew Cassano is a financial advisor with Corient, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at GP 19 Management LLC, Alterna Insurance Group LLC, and Socius Family Office, LLC. Outside of advising, he serves as president of MPCASSANO Holding Corp, a consulting firm specializing in fixed and term life insurance. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach with both in-house and third-party strategies, along with risk management tools and alternative investment options.

Paul Lawless is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been affiliated with Ameritas and its related entities since 2003 and has managed his own wealth management firm, Lawless, Edwards and Warren-Wealth Management, since 1994. Outside of advising, he serves as president of Lord Management Corporation, which provides analytical and quantitative management services across luxury real estate, aircraft, and marine industries. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and fee-based management of variable products, supported by a network of Investment Adviser Representatives and a robust platform integrating multiple custodial and third-party tools.

Steven Kao is a financial advisor with AE Wealth Management, LLC, holding Series 65 and Series 66 licenses and having four years of industry experience. His prior roles include positions at Morgan Stanley and Sigma Financial Corporation. He is also involved in trader education through Cycles Edge, LLC, where he serves as a strategist and writer for a trader education newsletter. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, and financial planning services.

John Huxford is a financial advisor with Integrity Alliance, LLC and holds 29 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Investacorp Advisory Services. He serves as a board trustee for Florida Baptist Financial Services, a nonprofit religious organization in Florida. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting, utilizing a range of portfolio management approaches and multiple custodial platforms.

Cynthia Speno is a financial advisor at Oppenheimer with 31 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fahnestock & Co. Inc. for 23 years. She serves as a trustee of the Lawrence Moochler Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs, including asset management, consulting, and retirement services, with advisory services that span equity, balanced, and fixed-income portfolios using strategic and tactical approaches.

Leonard Suskind is a financial advisor at Rockefeller Financial LLC with 43 years of industry experience. He holds a Series 63 designation and previously worked for UBS Financial Services Inc. for 12 years. Suskind serves on the board of directors for the David Poznak Jewish Community Center. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm provides portfolio management, financial planning, and brokerage services through a consolidated investment platform and a Private Advisor model.

Raymond Thomas is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2011, and previously held positions at Merrill and Banc of America Investment Services. Outside of his advisory role, he owns Legacy Yacht Charters, a boat rental business in Lauderdale-by-the-Sea, FL. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm utilizes a fiduciary-based advisory model that incorporates technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.