Jeffrey Stern is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 25 years of industry experience and has been associated with Park Avenue Securities and Guardian Life Insurance Company since 2005. Stern is a trustee since 2023. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and investment advisory services.

Christopher Law is a financial advisor at Truist Advisory Services with seven years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for seven years. Prior to his advisory career, he spent nine years in full-time education. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across its affiliated entities.

Randy Stark is a financial advisor with Truist Advisory Services in Fort Lauderdale, FL, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. His career includes roles at BB&T Securities, Wells Fargo Clearing, and Wells Fargo Advisors LLC. He has been with Truist since 2017, including the firm’s earlier and current iterations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manages the AMC Advantage program, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced equity research.

Peter Triolo is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has two years of industry experience, with prior roles at The Bridge Group, Inc., NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory work, he volunteers as a lacrosse coach for a local club program in Boca Raton, Florida. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Anibal Alvarado is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 designations and bringing 16 years of industry experience. His prior roles include positions at Fidelity Investments, Wells Fargo, Citigroup, and Titl Tech Company. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting while leveraging third-party platforms and manager arrangements.

Stephen Young is a CFP® with eight years of industry experience currently serving at Brookstone Capital Management LLC since 2021. He previously worked at Crown Capital Securities, LP and has been affiliated with National Life Group since 2011. Outside of investment advisory, he works as an independent contractor in insurance sales focusing on fixed annuities and life insurance. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset allocation models and a range of investment strategies, offering discretionary portfolio management through its turnkey platform and acting as a sub-advisor to other advisory programs.

Bradley Baumgartner is a financial advisor with Stratos Wealth Partners, Ltd in Fort Lauderdale, FL, holding Series 63, 65, and 66 licenses and bringing 44 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2012, and previously at Valic Financial Advisors from 2004 to 2012. Stratos Wealth Partners serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of financial planning and portfolio management services delivered through a large network of investment adviser representatives, utilizing a combination of proprietary and third-party strategies.

Brandon Vietti is a financial advisor with Guardian Life, holding a Series 66 designation and beginning his career in the industry in 2024. His prior experience includes roles outside financial services, such as working with Oakmont Public Adjusting and in automotive and wireless sales. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that include proprietary and third-party model portfolios.

Charles Thomas is a CFP® and holds a Series 65 license with four years of industry experience. He currently works at Farther and previously worked at Northstar Financial Planners, Mustard Seed Wealth Management, and Bodcaw Bank. His background includes a decade as a full-time student prior to entering the financial industry. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform alongside in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income, supplementing advisor judgment with AI tools.

Matthew Grosjean is a financial advisor at Lincoln Investment with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at A.G.P. / Alliance Global Partners and Foresters Advisory Services. Lincoln Investment Planning, LLC is a large enterprise firm that serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by a dedicated in-house Investment Management & Research team.

Jeffrey Seltzer is a financial advisor with Centaurus Financial, Inc. He holds a Series 63 designation and has 34 years of industry experience. Prior to his current role at Centaurus Financial, he worked at Cetera Advisors LLC and First Allied Advisory Services. Outside of advisory services, he serves as president of Seltzer & Company, Inc., an agency offering health insurance and Medicare plans. 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 through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts.

Joseph Moosa is a financial advisor with Janney Montgomery Scott in Ft. Lauderdale, FL, holding a Series 66 designation and seven years of industry experience. His background includes four years with Nexus Insurance Brokers before joining Janney Montgomery Scott, where he has worked in multiple roles since 2018. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services with a blend of in-house and third-party portfolio management.

Colleen Cowan is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Ignacio Holguin is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked with Truist since 2022 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and extensive inter-affiliate integration.

Jill Richardson is a financial advisor at Oppenheimer with 37 years of industry experience. She has held positions at Citigroup Global Markets from 1997 to 2009 before joining Oppenheimer in 2009. Outside of her advisory work, she is a co-owner of Gallery of Modern Masters in Sedonia, Arizona. 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 range of programs including asset management, consulting, and retirement services with both discretionary and non-discretionary advisory approaches.

William Gamble is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, following five years at BB&T Securities, LLC. Outside of his advisory role, he is involved in thoroughbred horse racing as a member of JMM Stables. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third‑party platforms and AI-enabled research tools, and is noted for its inter-affiliate integration and comprehensive supervisory oversight.

Esperanza Castro is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds a Series 66 designation and has been with Citibank N.A. since 2009. Outside of her advisory role, she serves as Secretary for Venico Investment, LLC, performing accounts payable duties with limited monthly time commitment. 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 employs multi-asset, multi-manager strategies and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Arthur Faren is a CFP® and PFS™ credentialed advisor with 37 years of industry experience. He is currently affiliated with Truist Advisory Services and Truist Investment Services, having previously worked at SunTrust Advisory Services, Wells Fargo Clearing, and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by integrated inter-affiliate resources.

Santiago Agudelo is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has worked at several major firms, including Bank of America, Merrill, Wells Fargo, and JP Morgan Chase. Agudelo also served in the United States Marine Corps for eleven years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional operations with unique market roles, including in-house research and futures commission merchant activities.

Jose Fincheltub is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for seven years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses both discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.