Reynel Gonzalez is a Series 66-licensed financial advisor with 18 years of industry experience. He currently works at Truist Advisory Services and Truist Investment Services, having previously held roles at Wells Fargo Clearing and SunTrust Advisory Services. In addition to his advisory work, he owns and operates a daycare facility and is involved with an early childhood education initiative focused on literacy. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platform relationships.

Matthew Cassano is a financial advisor with Corient, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at GP 19 Management LLC, Alterna Insurance Group LLC, and Socius Family Office, LLC. Outside of advising, he serves as president of MPCASSANO Holding Corp, a consulting firm specializing in fixed and term life insurance. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach with both in-house and third-party strategies, along with risk management tools and alternative investment options.

Paul Lawless is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with various Ameritas entities for over two decades and is a partner at Lawless, Edwards and Warren-Wealth Management. Outside of his advisory role, he serves as president of Lord Management Corporation, which applies analytical and quantitative methods to businesses in the luxury real estate, aircraft, and marine industries. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs, utilizing in-house models and third-party managers, with integration across affiliated broker-dealer and investment advisory services.

Steven Kao is a financial advisor with AE Wealth Management, LLC, holding Series 65 and Series 66 licenses and having four years of industry experience. His prior roles include positions at Morgan Stanley and Sigma Financial Corporation. He is also involved in trader education through Cycles Edge, LLC, where he serves as a strategist and writer for a trader education newsletter. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, and financial planning services.

John Huxford is a financial advisor with Integrity Alliance, LLC and holds 29 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Investacorp Advisory Services. He serves as a board trustee for Florida Baptist Financial Services, a nonprofit religious organization in Florida. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting, utilizing a range of portfolio management approaches and multiple custodial platforms.

Cynthia Speno is a financial advisor with Oppenheimer, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She has been with Fahnestock & Co. Inc. since 2003. Outside of her advisory role, she serves as a trustee of the Lawrence Moochler Trust. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and a range of investment strategies.

Leonard Suskind is a financial advisor at Rockefeller Financial LLC with 43 years of industry experience. He holds a Series 63 designation and previously worked for UBS Financial Services Inc. for 12 years. Suskind serves on the board of directors for the David Poznak Jewish Community Center. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm provides portfolio management, financial planning, and brokerage services through a consolidated investment platform and a Private Advisor model.

Raymond Thomas is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2011. Outside of his advisory role, he owns Legacy Yacht Charters, a boat rental business in Lauderdale-by-the-Sea, Florida. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party asset management programs.

Gregory Edwards is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has worked with several firms, including Lawless, Edwards, and Warren LLC since 1994, Ameritas Life Insurance since 2006, and Alliant Group since 2022. In addition to his advisory roles, Edwards is involved in investment and trust management activities and owns a land investment through A Green Flash, LLC. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, utilizing in-house model portfolios, third-party managers, and a platform integrated with Ameritas affiliates.

Emma Jones is a CFP® and holds a Series 65 license with four years of industry experience. She is currently an advisor at Mercer Global Advisors Inc. and previously worked at Paragon Wealth Strategies, LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios with multi-factor tilts, tax management, and the use of low-cost index vehicles.

Diogo Holstein is a financial advisor with HSBC Securities (USA) Inc. in Hollywood, FL, holding a Series 66 designation and 16 years of industry experience. He has worked at HSBC Securities and HSBC Bank USA since 2016 and previously held roles at Brickell Global Advisory, Insurance, Markets, and Brickell Bank from 2015 to 2016. Outside of his advisory role, he is the owner of an e-commerce business, Portina LLC. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary offerings. The firm’s investment process incorporates multiple risk profiles and combines strategic and tactical asset allocation advice while utilizing affiliated and third-party providers for fund due diligence, monitoring, and administrative services.

Jaime Sklawer is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including roles at Mahoney Financial Organization and operating JLS Financial Group, LLC. He serves as Group Leader for the Boca1 group of Provisors, a national business networking organization. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Eliahou Haroun is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with TIAA-CREF and its predecessor entities since 2006, with a two-year break prior to rejoining in 2022. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals and various institutional clients, often those connected through TIAA-administered employer retirement plans. The firm provides both model-based and customized portfolio management services and serves as adviser to a donor-advised fund.

Alberto Castaner is a financial advisor at Oppenheimer with 39 years of industry experience. He holds a Series 63 designation and has worked previously at Morgan Stanley Private Bank and Morgan Stanley. He serves as trustee and executor for his late brother’s trust and estate, managing investments for the beneficiaries. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic asset allocation, manager selection, and both discretionary and non-discretionary investment management programs.

Kyle Faro is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 both as a registered investment advisor and broker-dealer with integrated investment banking and insurance services.

William Rusch is a CFP® professional with 27 years of industry experience, currently serving at J.W. Cole Advisors, Inc. since 2022. His prior experience includes roles at Omni Financial Services Inc., Securian Financial Services Inc., and Minnesota Life. He is also a partner at Camory Wealth Management Group. J.W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Kyle Wright is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., before joining Citi. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides bespoke discretionary solutions for large relationships.

Kyria D Avila is a financial advisor at Guardian Life with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked extensively with Park Avenue Securities and Guardian Life Insurance since 2013. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of proprietary and third-party investment advisory programs.

Amanda Miranda Torres is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 66 credentials. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with diverse market roles, including swap dealing and futures commission merchant activities.

Renato Teixeira is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He previously worked at Citibank N.A. for 18 years before joining Citigroup in 2024. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and commercial arrangements.