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.

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.

Natalia Tatishvili is a financial advisor at Citigroup Global Markets with six years of industry experience and holds a Series 66 designation. Her prior roles include positions at Wells Fargo Clearing Services and Equitable Advisors. Outside of advisory roles, she was involved with A La Turk, Inc. for a decade. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, providing a range of discretionary and non-discretionary investment solutions.

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.

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.

Nicole Cavalcante is a financial advisor with Stratos Wealth Partners, Ltd. She holds a Series 66 license and has one year of industry experience. Her prior experience includes roles at LPL Financial LLC, Legacy Financial Partners LLC, Madison Avenue Securities, and SunTrust Bank. Outside of her advisory role, she serves as Director of Operations at Legacy Advisors Partners, LLC, a financial management firm. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, delivering services through both affiliated and independent representatives via an IAR-driven model with an open-architecture investment approach.

John Klopfenstein is a CFA® charterholder with three years of industry experience. He has worked at Cresset Asset Management, LLC since 2022 and previously held roles at PricewaterhouseCoopers and Sea Island Resorts. Klopfenstein serves as Vice President on the Board of Directors for the Samuel L. Asbury Foundation, a charitable organization. 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, offering wealth management, portfolio management, retirement plan consulting, and family office services using a disciplined, risk-aware investment approach.

Jason Bourgo is a CFP® with 24 years of experience in financial services and is currently with Steward Partners Investment Advisory, LLC. His prior experience includes roles at Lincoln Investment LLC and Ameriprise Financial Services, Inc. Outside of advisory work, he co-owns NEK LLC, a business involved in rental real estate where he coordinates financial operations. 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, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Daniel Kurylas is a Series 66-registered financial advisor with nine years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent five years at The Ayco Company, L.P./Mercer Allied. He is based in West Palm Beach, FL. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients. The firm offers financial planning and portfolio management with tailored strategies supported by internal investment research, third-party analytics, and comprehensive service programs across multiple platforms.

Kent Justice is a financial advisor with Money Concepts Capital Corp in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Money Concepts since 2014 and also works as a news anchor and reporter for WJXT-TV in Jacksonville, a role he has held since 2010. Additionally, he operates Justice Communication as a self-employed business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across 14,700 clients through a mix of model portfolios, advisor-designed portfolios, and third-party sub-advisers, employing fundamental and technical analysis alongside modern portfolio theory.

Michael Holahan is a financial advisor with Oppenheimer in North Palm Beach, FL. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at VP Distributors LLC, Virtus Investment Partners, and Fidelity Investments. 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 wide range of programs and services, including asset management, financial planning, and retirement consulting, delivered through both discretionary and non-discretionary accounts.

Brian Worgan is a financial advisor at Mariner with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at BNY Mellon, LPL Financial, SunTrust Bank, TD Private Client Wealth, PNC Capital Advisors, Wells Fargo Clearing, and Citigroup Global Markets. Mariner serves a broad range of clients, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm utilizes discretionary, customized portfolios overseen by an Investment Committee and combines in-house research with third-party managers, while also providing integrated tax, accounting, and financial wellness services uncommon in large advisory enterprises.