Eric Jones is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His career includes prior roles at Tiaa, TIAA-CREF, UBS Financial Services, and as founder and owner of FINsights LLC, where he engages in speaking and advisory activities for wealth management organizations. Based in West Palm Beach, FL, he has been with Lincoln Investment since 2024. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning, portfolio management with both advisor- and firm-managed models, and employs an in-house Investment Management & Research team alongside third-party managers to support its advisory services.

Kathi Sterns is a financial advisor with Citizens Securities, Inc. in West Palm Beach, FL. She holds the Series 66 designation and has been with Citizens Securities since 2026. Her prior work experience includes seven years at Citizens Bank and fourteen years at Bed Bath and Beyond. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s offerings include a digital advisory program managed with SigFig and a Managed Account program, alongside commission-based brokerage and other non-discretionary business.

Erica Heister is a financial professional at GWN Securities Inc. with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with GWN Securities since 2009. Outside of her advisory role, she operates a DBA, Foundational Future, through which she assists clients with life insurance, long-term care, and fixed annuity needs. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a distinctive history of incorporating market-timing and momentum-based strategies within its legacy program suite.

Garold Casterline is a financial advisor at GWN Securities Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at OneAmerica Securities and American United Life. Outside of his financial services role, he has served as a police officer for the Town of Davie since 2016. 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 combination of sub-advisers and model-based allocations, using strategies that include market-timing and momentum-based approaches.

Jeffrey Sartorius is a CFP® with 43 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2017. Prior to this, he spent over two decades with LPL Financial, LLC (formerly LINSCO/PRIVATE LEDGER CORP.). He is also involved in outside sales of non-variable insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model using technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Robert Mccabe is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 39 years of industry experience. His career includes roles at Morgan Stanley Smith Barney and Citigroup Global Markets. He serves as a board member of the Homeowner's Association at Halcyon of Palm Beach. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of advisory programs that include discretionary and non-discretionary portfolio management, strategic asset allocation, and financial planning.

Steven Sandberg is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He is also the owner and president of Paloma Insurance & Financial Services, LLC, where he manages sales, marketing, and administrative activities. Additionally, he serves as Vice President of Relationship Management at Legend Financial Marketing Services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, and retirement plan consulting, utilizing various portfolio management approaches and custodial platforms.

Rachel Urban is a financial advisor at Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 18 years of industry experience. Urban has been with Benjamin F. Edwards since 2015. Benjamin F. Edwards & Company 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 services, employing a mix of discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Steven Schultz is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Oppenheimer since 2005 and previously spent three years at Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary advisory approaches.

Karolina Bednarska is a CFP® professional with 20 years of industry experience, currently with CIBC Private Wealth Advisors, Inc. She has worked at CIBC National Trust Company since 2017 and was previously with Atlantic Trust Company, N.A. from 2016 to 2017. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a structured investment process with internal teams and committees to create customized portfolios, blending proprietary and external strategies, and manages approximately $67.8 billion in assets with 175 advisors.

Mark Bogert is a financial advisor with Oppenheimer who holds a Series 66 designation and has 37 years of industry experience. His career includes tenure at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, Merrill, and Charles Schwab. He is based in North Palm Beach, Florida. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services that include equity, balanced, and fixed-income portfolios managed through strategic and tactical asset allocation, as well as consulting and retirement services delivered on discretionary and non-discretionary bases.

Richard Ribek is a financial advisor with Oppenheimer, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at Raymond James Financial Services, Lipari Ribek Group, Morgan Stanley, and Citigroup Global Markets. He is based in North Palm Beach, Florida. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services, employing both discretionary and non-discretionary approaches, with a notable emphasis on non-discretionary asset management and custody of client assets.

Brian Jones is a financial advisor with PNC Wealth Management in Wellington, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with PNC Investments since 2013. Outside of his advisory role, he has ownership in a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses algorithmic risk assessment and invests via approved model strategies with mutual funds and ETFs.

Jeffrey Brudner is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Commonwealth and Capitol Financial Advisors since 2005. Outside of advising, he spends time on tax preparation activities unrelated to investments. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, compliance, and investment management services.

Dago Casco is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Primerica Advisors and extensive experience in corporate business travel with BCD Travel and American Express Global Business Travel. Outside of advisory work, he is principal of Casco Insurance Group, a full-service insurance and financial services agency. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Lillian Vassilatos is a financial advisor at Cresset Asset Management, LLC with seven years of industry experience. She holds a Series 65 credential and has worked at Cresset since 2018, following a ten-year tenure at The Northern Trust Company. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across various asset classes.

Amanda Butterworth Pi is a financial advisor with Truist Advisory Services holding a Series 66 designation and no prior industry experience before joining the firm. She has been with Truist Advisory Services and its affiliated entities since 2025, following several years in various roles at Truist Financial and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, using third-party platforms and manager arrangements supported by AI-enabled research and oversight teams.

Abigail Cleis is a financial advisor at Citizens Securities, Inc. with two years of industry experience. She holds the Series 66 designation and has previously worked at Citizens Bank as well as in the hospitality sector. Outside of her advisory role, she is a licensed Notary Public. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, and offers investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory platform and a Managed Account program, operating as both a broker-dealer and insurance agency.

Daniel Molinari is a financial advisor with PNC Wealth Management in Palm Beach Gardens, FL. He holds a Series 66 designation and has four years of industry experience. Prior to his current role, he worked at PNC Investments and PNC Bank NA, with earlier experience outside the financial industry at Carrabba's Italian Grill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via an invitation-only employee pilot. The firm uses algorithm-driven questionnaires to guide model selection and employs mutual funds and ETFs with annual rebalancing, with portfolio implementation and proxy voting delegated to third-party firms.

Wesley Hogue is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at T. Rowe Price for nine years. Outside of his advisory role, he is active as a real estate agent with Exit Realty. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates.