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.

Steven Brill is a CFP® professional with 34 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2014 and previously held roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is based in Boynton Beach, FL. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients, offering a range of services including financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory.

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.

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.

Frankie Portugal is a financial advisor with Fifth Third Securities, Inc. in Boca Raton, FL, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, LPL Financial, Northwestern Mutual, and Amherst Pierpont Securities LLC. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration and affiliation with Fifth Third Bank to provide a platform featuring discretionary managed-account programs, direct indexing, and tax-overlay services.

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.

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.

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 designations and has previously worked at firms including Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory work, he is involved with Hunter Jumer Horse Farm, a recreational horse farm managed on weekends. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement plan consulting through discretionary and non-discretionary strategies, combining fundamental, technical, and quantitative analysis with both proprietary and third-party approaches.

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.