Ashley Terrell is a financial advisor at Prime Capital Financial with four years of industry experience. She holds the Series 65 credential and has previously worked at Burns Wealth Advisors and Burns Estate Planning & Wealth Advisors. Prior to her financial advisory roles, she held positions with the Livingston Parish and Tangipahoa Parish School Boards and worked for Steve Scalise. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan services, family office offerings, and uses a variety of investment strategies and platforms tailored to its clients’ needs.

Alfonso Reda is a financial advisor at Guardian Life with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Life and Park Avenue Securities since 2000. In addition to his advisory work, he is a partner at Reda, Romano & Co., LLP, a full-service accounting firm, and serves as a volunteer committee member at Westchester Hills Golf Club. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management and model-based strategies, as well as access to insurance products and alternative investments.

Peter Clarke is a financial advisor at Rockefeller Financial LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Scott & Stringfellow, BB&T Securities, and Truist Advisory Services. Clarke serves on the Investment Committee of the Hospice Foundation of Palm Beach, reviewing investment compliance and performance for the nonprofit. 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 combines discretionary and non-discretionary portfolio management with a broker-dealer platform, offering a range of investment and advisory services centered around a Private Advisor model and a consolidated investment platform.

Ayman Saad is a financial advisor with PNC Wealth Management in Lake Worth, FL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Merrill, Bank of America N.A., and Wells Fargo Bank NA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Paul Spencer is a financial advisor with Hightower Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Bank of America and Merrill from 2015 to 2017. Spencer has been with Hightower Advisors and its affiliated broker-dealer since 2017. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes multi-manager solutions and a combination of affiliated and third-party managers, offering access to mutual funds, ETFs, alternative investments, and custom indexing strategies.

Rogelio Duran is a CFP® and holds a Series 65 license, currently serving as a financial advisor with CIBC Private Wealth Advisors, Inc. in West Palm Beach, FL. He has six years of experience with CIBC Private Wealth Advisors. CIBC Private Wealth Advisors provides investment advisory and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment process uses internal teams and committees to create customized portfolios and offers a range of strategies including options hedges and structured notes.

James Hudson is a financial advisor at GWN Securities Inc. in Daytona Beach, FL, holding a Series 65 designation with five years of industry experience. He has worked at GWN Securities since 2019 and has concurrently served as an ESE teacher with Volusia County Schools since 2009. Outside of his advisory role, Hudson is also an independent insurance agent specializing in life, health, and fixed annuity contracts. GWN Securities is an SEC-registered investment adviser and broker-dealer with a network of approximately 423 advisors managing about $3.65 billion across more than 37,000 client accounts. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, using a range of investment strategies from traditional asset allocation to legacy market-timing and momentum-based approaches.

Andrew Bluestone is a CFP® with 39 years of industry experience, currently affiliated with Ameritas Advisory Services, LLC since 2021. He has held roles at several Ameritas affiliates and other firms, including Strategic Alliance Partners, LLC and Sapphire Financial, which he owns and operates. Bluestone is also an author, instructor, and coach, offering seminars and workshops on networking and business development, and provides consulting and expert witness services related to retirement planning. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of portfolio construction methods, including model portfolios and third-party managers, and provides multiple program platforms incorporating asset management, financial planning, and retirement plan advisory.

Melanie Miller is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and five years of industry experience. She has been with various Truist entities, including Truist Bank, since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled tools to support its manager selection and investment oversight.

Adam Andrews is a financial advisor with Money Concepts Capital Corp and holds a Series 66 designation. He has eight years of industry experience, including roles at Money Solutions Group and Money Concepts Capital Corp. He is also employed as an analyst in data and research at Massaro Wealth Management. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets through model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs alongside third-party managers and service providers.

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 44 years of industry experience, currently serving at Private Advisor Group, LLC since 2017. He has also been affiliated with LPL Financial, LLC (formerly LINSCO/PRIVATE LEDGER CORP.) since 2004. His activities include outside sales of non-variable insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model utilizing a range of investment strategies and technology platforms while working with 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 with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing 18 years of industry experience. She has worked at Benjamin F. Edwards since 2015 and previously spent seven years at Wells Fargo Clearing. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, combining proprietary strategies with third-party models and maintaining an internal equity and fixed-income trading desk.

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.