Cory Shapira is a financial advisor at OSAIC Institutions, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Charles Schwab Investment Management, Wasmer, Schroeder & Company, and Westmount Asset Management. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a distinctive service model involving third-party promoters and multiple affiliated entities.

Courtney Carey is a financial advisor at Lincoln Investment with one year of industry experience and holds a Series 66 designation. Prior to joining Lincoln Investment, she worked at Ameriprise for six years and has experience in hospitality roles at The Naples Beach Hotel & Golf Club, Burntwood Tavern, and Artichoke and Company. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team that constructs model portfolios and dynamic strategies.

Kaylin Hukill is a financial advisor at Valic Financial Advisors in Estero, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Valic, Hukill worked in banking and legal offices and has experience in education. Hukill is also appointed as an agent to sell non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm utilizes a range of wrap programs and unified managed accounts, supported by a large network of advisors and a centralized technology platform.

Richard Frick is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 credentials. He has 28 years of industry experience, including previous roles at Morgan Stanley and Gladstone Institutional Advisory LLC. He is also involved with Gladstone Wealth Group, providing administrative services to the independent investment advisory firm. Integrity Alliance is an enterprise firm serving individual investors, corporations, and qualified retirement plans with a network of over 300 advisors managing approximately $5.4 billion in assets. The firm offers a range of investment solutions, including discretionary accounts, model portfolios, and third-party manager referrals, and operates as both an SEC-registered investment adviser and broker-dealer.

Roger Wade is a financial advisor with Focus Partners Wealth, LLC, holding a Series 63 designation and 41 years of industry experience. He previously worked at G. W. & Wade Asset Management Company, Inc. for 34 years and G. W. & Wade, Inc. for 38 years. Wade joined The Colony Group, LLC in 2024 before moving to his current firm. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Daniel Cornwell is an investment advisor at Kestra Advisory with over 30 years of industry experience. He previously worked at AXA Advisors for 25 years and has been affiliated with Cambridge Financial Services since 1992. Cornwell serves on the board of the Children's Hospital of Michigan Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers fiduciary consulting, plan design, benchmarking, employee education, and access to multiple management platforms and third-party solutions.

Courtney Shrewsberry is a financial advisor at Steward Partners Investment Advisory, LLC with 15 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Her prior work includes roles at Bank of America and Merrill. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Curtis Cook is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and bringing 10 years of industry experience. He has also worked with PFS Wealth Management Group and Madison Avenue Securities, LLC. Outside of his advisory work, Curtis serves as a pastor at Ever Church, where he leads and teaches home church and small groups. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, and charitable organizations. The firm offers model portfolio solutions, discretionary asset management, financial planning, and consulting services through a platform that combines in-house, third-party, and advisor-managed models.

Ozro Brown is a CFP® professional with 11 years of industry experience. He is currently with Creative Planning, where he has worked since 2023, and has prior experience at CTB Financial Services, Ltd. He is also the majority shareholder and managing partner of Caldwell, Taylor and Brown, Ltd., a traditional CPA firm. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated businesses such as a law firm and trust company.

Jacqueline Klauberg is a CFP® with nine years of industry experience, currently serving as a financial advisor at Farther. She previously worked at Morgan Stanley in various roles between 2016 and 2024. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm applies Modern Portfolio Theory using proprietary model portfolios and algorithmic rebalancing, incorporating a range of investment vehicles and AI tools to support advisor decision-making.

Karen Barnes is a financial advisor at &Partners with 19 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Barnes is also a partner in JBK Jackson LLC, a closely held business in Jackson, Michigan. &Partners serves a diverse clientele including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis through discretionary and non-discretionary strategies supported by proprietary and third-party models.

John Pappas is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and bringing 23 years of industry experience. He previously worked at Merrill and Raymond James Financial Services and has been affiliated with multiple Steward Partners entities since 2014. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Melanie Migneault is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and nine years of industry experience. Her prior roles include over a decade at Commonwealth Financial Network and positions with Raymond James Financial Services. She previously operated Migneault Wealth Management, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms.

Jeffrey Rode is a CFA® charterholder with 12 years of industry experience and holds a Series 63 license. He is currently with Corient, where he has worked since 2023, and previously spent 24 years at Segall Bryant & Hamill. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Brian Fischer is a financial advisor at Mariner with nine years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Mariner in 2023, he worked at Evensky & Katz/Foldes Financial Wealth Management from 2015 to 2023. Mariner serves a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and tax services, employing customized discretionary portfolios supported by both internal research and third-party managers.

Richard Ellis III is a financial advisor at Transamerica Retirement Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Transamerica, he worked at Charles Schwab and Empower Financial Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education that emphasize asset allocation, contribution rates, and retirement age guidance. The firm relies on Morningstar Investment Management for portfolio construction and oversight and operates at scale with a large client base focused on non-discretionary assets.

Charles Riedesel is a financial advisor with Commonwealth Financial Network in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been affiliated with Commonwealth Financial Network since 2006 and co-owns Milestone Investment Management, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and serves individual and institutional clients. The firm offers a broad platform including managed-account programs, third-party asset managers, retirement consulting, and custody services.

David Duchesneau is a CFP® with 32 years of industry experience and has been with Hightower Advisors since 2020. He previously spent 28 years at Argent Wealth Management, Inc., followed by six years at Argent Wealth Management, LLC. Outside of his financial advisory work, he is a member of the law firm Duchesneau & Kahn LLP, where he provides limited legal services. Hightower Advisors serves a broad range of individual and institutional clients, offering investment advisory and planning services through a multi-manager approach that includes proprietary research and a variety of portfolio construction options. The firm’s model incorporates discretionary and non-discretionary management, retirement plan consulting, and access to pooled vehicles and private funds.

Biagio Delboccio is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and two years of industry experience. Prior to joining Rockefeller Financial in 2026, he worked at Morgan Stanley and Jeffrey Bogan: Allstate Insurance. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both an investment adviser and a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Zachary Oyer is a financial advisor at Mariner with seven years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Deloitte and Cambridge Investment Research. Outside of his advisory role, he is also a licensed insurance agent. Mariner serves a diverse client base through investment management, financial planning, retirement consulting, and access to various investment vehicles. The firm employs customized, discretionary portfolio strategies supported by an internal team and external managers and offers integrated tax services and family office capabilities alongside its traditional portfolio management.