Jay Baitner is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has eight years of industry experience and has worked with Park Avenue Securities since 2018. Baitner is also a co-founder of Alive & Wealth, LLC, an insurance and planning agency, and serves as a board member for Katz Yeshiva High School in Boca Raton. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to a range of clients including individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management alongside model-based strategies, with access to proprietary programs, third-party solutions, and insurance products.

Sasha Lauzon is a financial advisor with Truist Advisory Services based in Fort Lauderdale, FL. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including roles at Wells Fargo Clearing and Suntrust Advisory Services. Outside of finance, he is the president of DJ Sasha Lauzon, a musical curator for events. 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 utilizes a combination of discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and inter-affiliate resources.

Eric Berman is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds a Series 66 designation and has 14 years of industry experience. Prior to joining Fifth Third Securities in 2025, he worked at Bank of America, Merrill, and Morgan Stanley. Fifth Third Securities serves a broad mix of individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers various managed account programs via the Passageway platform, providing clients with a range of investment strategies including mutual funds, ETFs, SMA strategies, tax-overlay services, and direct indexing.

Joseph Markham is a financial advisor at Integrity Alliance, LLC with two years of industry experience. He holds a Series 65 designation and has prior career experience including roles at Legend FMO and BBR Sales. Outside of his advisory work, he is president of a commercial roofing business and a boat rental company, where he occasionally captains vessels on weekends. Integrity Alliance is a large advisor network serving a broad client base including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs through various platforms, employing a range of investment approaches.

Jose Jaunarena Ferrari is a financial advisor with Oppenheimer, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at Oppenheimer since 2017 and previously spent 13 years at Popular Securities, Inc. He is based in Fort Lauderdale, FL. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of programs across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary services with a notable focus on maintaining custody of client assets.

Natallia Batsukova is a financial advisor at Davenport & Company LLC with 14 years of industry experience. She holds a Series 66 designation and has worked at firms including Cetera, JP Morgan Securities, LPL Financial, and Merrill. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, and nonprofits, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm employs a team-based approach to portfolio management and provides a range of advisory programs, including separately managed accounts and mutual funds.

Tomas Martin is a financial advisor at HSBC Securities (USA) Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HSBC Bank USA, N.A., TD Bank, and several other organizations prior to joining HSBC Securities. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of program types from client-directed to fully discretionary portfolios, utilizing a structured investment process supported by HSBC Global Asset Management and affiliated providers.

Heather Oliver is a financial advisor at Oppenheimer with 25 years of industry experience. She holds the CFP® designation along with Series 63 and Series 66 licenses. Her prior work includes roles at SunTrust Advisory Services, LPL Financial, Cetera Investment Services, and Morgan Stanley. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm provides a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Diego Scheurich is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique institutional capabilities including in-house research and roles as a swap dealer and futures commission merchant.

Frederick Redmond is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds a Series 66 designation and has worked at Schwab Wealth Advisory Inc., Charles Schwab & Co., Charles Schwab Bank, Fidelity Investments, PIMCO Investment Management Company LLC, and Morgan Stanley. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations reviewed at least annually without exercising discretionary trading authority.

Peter Pecci is a financial advisor at Integrity Alliance, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Allstate Insurance Company, Financial West Group, and Kovack Advisors, Inc. Outside of his advisory work, Pecci is involved in community service through Rotary International and serves on the board of directors for the local YMCA. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of services including portfolio management and financial planning, utilizing discretionary accounts, model portfolios, and third‑party sub-advisers through platforms like Envestnet and AssetMark.

Felipe Roca is a financial advisor at HSBC Securities (USA) Inc. in Aventura, FL, holding Series 63 and Series 66 credentials with four years of industry experience. His work history includes multiple roles within HSBC entities and prior positions at Desjardins Bank, Citizens Bank, Brandsmart, and Sears. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, providing a range of client-directed and discretionary investment solutions supported by a strategic combination of asset allocation and fund due diligence.

Hal Lippman is a financial advisor with Independent Financial Group, LLC and holds a Series 66 designation. He has 32 years of industry experience, including prior roles at LPL Financial, Grove Point Investments, CETERA Advisor Networks, and Summit Financial Group. Outside of his advisory work, Lippman is an officer and director of SLR Accounting, Inc., a tax preparation and accounting firm. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a model-driven investment approach combining strategic asset allocation with both passive and active management across multiple risk profiles.

Pelayo Garcia Jr. is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Financial Independent Group and Secure Investment Management, LLC. Garcia also operates insurance-related businesses, serving as a licensed insurance agent through GBS Financial and J.D. Mellberg Financial, LLC. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, and sovereign wealth funds. The firm delivers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supported by a large advisor network and a turnkey asset management platform.

Roberto Recine is a financial advisor with Eagle Strategies (New York Life) in Sunrise, FL, holding a Series 63 designation and over 31 years of industry experience. He has been with Eagle Strategies since 2004, and his career also includes long-standing roles at Nylife Securities LLC and New York Life Insurance Company dating back to the mid-1990s. Outside his advisory work, he is an investor in Ashbry Inc., a company that offers personalized messages and gifts signed by celebrity athletes and musicians. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and charitable and corporate entities, providing financial planning, investment management, and retirement plan advisory services. The firm delivers services through various program models and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis under an integrated New York Life affiliate structure.

Glenn Brohman is a financial advisor at Oppenheimer with 41 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. for 23 years. Brohman serves as trustee for multiple family trusts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary strategies.

Joseph Gass is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has four years of industry experience, including prior roles at New York Life Insurance Company and NYLIFE Securities LLC. Outside of his advisory work, he serves as an independent contractor for DG Accounting, Inc. Joseph is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside access to proprietary wrap programs and third-party advisory solutions.

Karleen Halliwell is a financial advisor with Rockefeller Financial LLC and Rockefeller Capital Management, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked for UBS Financial Services Inc. for 12 years. She serves as Chair of the Investment Committee and Trustee for Miami Country Day School, where she facilitates quarterly meetings with the school’s endowment investment manager and is involved in development and planned giving. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating as both an investment adviser and a registered broker-dealer with integrated capabilities including trust, insurance, and asset management services.

Michael Kleinstein is a financial advisor with TLG Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at The Leaders Group Inc, FSG, Alt Fund Distributors LLC, Catalyst Funds, and BNY Mellon Securities Corporation. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm emphasizes manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, offering services via independent advisors, sub-advisors, and a direct-to-consumer digital program called Starlight Portfolios.

Roberto Torres is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research, derivatives services, and bespoke solutions for large client relationships.