Gregory Harvey is a financial advisor with GWN Securities Inc. in Fort Pierce, Florida, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at CoreCap Investments, Ameritas Investment Corp., and CCF Investments, Inc. Outside of his advisory work, he participates in the Dave Ramsey SmartVestor Pro program, connecting with clients through this advertising platform. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including SMA, UMA, and fund-strategist options, supported by a network of approximately 423 advisors.

John Lahoud is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at Rockefeller Capital Management since 2025 and was previously with Bank of America and Merrill from 2013 to 2021. 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 a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services through a Private Advisor model and a consolidated investment platform.

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. He holds Series 63, 65, and 66 licenses and has held prior positions at Bank of America, N.A., and SunTrust Investment Services. Becker serves as a board member for Meals on Wheels of the Palm Beaches, a nonprofit organization providing free meals to seniors in need. Citigroup Global Markets serves a broad range of individual and institutional clients, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research capabilities, and specialized market roles including swap dealing and futures commission merchant activities.

Michael Mracna is a financial advisor with Lincoln Investment in Lake Worth, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2008 and Capital Analysts, LLC since 2023. Outside of finance, he serves as president of Rainman Sprinklers Corp, an irrigation business. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individuals, high-net-worth investors, trusts, charities, and retirement plans, including a longstanding focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and maintains a fiduciary role in ERISA/retirement advice.

Keith Vanderveen is a financial advisor at &Partners with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC in prior roles. Outside of his advisory work, he is involved with a hunter jumper horse farm managed by a trainer and grooms. &Partners serves a diverse client base that includes high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and municipal advisory services, employing a combination of fundamental, technical, and quantitative strategies across both discretionary and non-discretionary accounts.

Meghan Bright is a Series 66 licensed financial advisor with three years of industry experience. She currently works with Transamerica Retirement Advisors, LLC and has previously held roles at Cetera Investment Advisers, Cetera Wealth Services, and Zoetis, among others. Meghan is based in West Palm Beach, Florida. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm utilizes proprietary software and model portfolios developed in partnership with Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

David Linsky is a financial advisor at Centaurus Financial, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Concorde Investment Services. Outside of his advisory role, he is the managing partner of Linsky Financial Group and serves as a life insurance agent. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a platform that supports both discretionary and non-discretionary arrangements.

Susan Fristoe is a financial advisor with GWN Securities Inc. She holds Series 63 and Series 65 licenses and has 43 years of industry experience. Her prior work includes positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. She serves as the committee chair for Extra Point Club, supporting Florida State University Athletics through fundraising activities. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm employs a combination of model-based allocations and discretionary portfolio management, incorporating market-timing and momentum-based strategies in certain legacy programs.

James Geary III is a financial advisor with TIAA-CREF in Palm Beach Gardens, FL, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals often connected through TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Russell Amsden III is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked at Center Street Securities Inc. since 2009 and Prosperity Financial Solutions since 2007. In addition to his advisory roles, he is involved in the sales of life insurance, health insurance, and annuities through Prosperity Financial Solutions LLC. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via model portfolios and managed accounts.

Neva Hagopian is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her previous roles include positions at BB&T Securities, Scott & Stringfellow, and Truist Advisory Services. 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, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Debra Targett is a CFP® with 42 years of industry experience, currently affiliated with Benjamin F. Edwards & Company, Inc. since 2014. She holds a Series 63 license and operates out of Boynton Beach, FL. Outside of her advisory role, she is involved as an independent sales consultant for Pampered Chef. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management consulting, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

James Fisher is a financial advisor at Citizens Securities, Inc. in West Palm Beach, FL, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Santander Securities, LLC and Citizens Bank. Fisher is also the owner of J.S. Fisher Violins, LLC and is a notary. Citizens Securities serves individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. Its advisory approach includes both a digital advisory platform and a Managed Account program, supported by its affiliation with Citizens Bank, N.A.

Yuvraj Sisodia is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 65 and Series 63 credentials and 18 years of industry experience. He previously worked at VOYA Financial Advisors from 2014 to 2017. Sisodia is also the owner of Teachers Retirement Resources Inc., a marketing entity for financial services products, and operates as an independent insurance agent. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager selection. The firm employs a range of discretionary portfolio management strategies, including market-timing and momentum-based approaches in its legacy programs.

Tracy Moscatello is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and five years of industry experience. She previously worked at Merrill for 24 years before joining Rockefeller Financial in 2022. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

Christopher Georgopoulos is a financial advisor with Cresset Asset Management, LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Merrill and Bank of America Private Bank from 2017 to 2022, and Lowry Research from 2010 to 2017. Cresset Asset Management is an SEC-registered adviser managing approximately $71.9 billion in client assets for a diverse range of clients, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due diligence program and multiple affiliated entities.

Jeremy Dunlop is a CFP® and Series 66 licensed advisor with 18 years of industry experience. He is currently with HB Wealth and has previously worked at Hamilton Capital, BDO Wealth Advisors, Signet Financial Management, and Krasney Financial. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm uses a discretionary investment approach, combining quantitative and qualitative due diligence across a broad range of public and private strategies, and offers outsourced chief investment officer and institutional advisory services.