Mitchell Smith is a financial advisor at TLG Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 designations and has held roles at The Leaders Group Inc and Kestra Financial Services, Inc. He is also a managing principal and partner at Vanbridge, where he oversees business operations. TLG Advisors serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm’s investment approach emphasizes manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, with many accounts managed through sub-advisors and program platforms.

Jackson Halliwell is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Babson College and Miami Country Day School. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Abraham Ser is a financial advisor at Valic Financial Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2019. Prior to this, he was associated with Agia, where he also serves as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Craig Kirsner is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at AE Wealth Management since 2017 and leads Kirsner Wealth Management since 2022. Outside of his advisory role, Kirsner is the owner of OutstandingEbooks, Inc., an internet-based eBook sales business, and is an author of investment-related books. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining AEWM-managed, third-party, and advisor-managed models, along with services such as financial planning, discretionary asset management, and plan consulting.

Gonzalo Perez Verdia is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2007. Outside of his advisory role, he owns short-term rental properties in Weston, Florida, and Tulum, Mexico. 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 unique market roles, including in-house research and derivative services.

Angela Parkinson Flores is a financial advisor at PNC Wealth Management in Fort Lauderdale, FL, with one year of industry experience. She holds the Series 66 designation and has worked with PNC Investments LLC since 2025, following an 18-year tenure at PNC Bank. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering for employees that uses algorithm-driven risk assessment and invests primarily in mutual funds and ETFs with annual rebalancing.

Jay Baitner is a financial advisor with Primerica Advisors based in Hollywood, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Park Avenue Securities since 2018 and has been associated with Guardian Life Insurance Company since 2010. He serves as a board member of Katz Yeshiva High School in Boca Raton. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm utilizes a range of investment strategies through proprietary and third-party model portfolios and supports various account-level services such as securities-based lending and donor-advised funds.

Ryan Malfitano is a CFP® professional with 16 years of industry experience, currently serving at Ameritas Advisory Services, LLC. He has held roles at several Ameritas affiliates since 2012 and is also an independent insurance agent licensed to sell fixed insurance products through Lawless, Edwards & Warren LLC. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to a diverse clientele, including individuals, corporations, and institutional clients. The firm utilizes both in-house and third-party investment strategies and offers a range of discretionary and non-discretionary programs.

Robert Liebman is a financial advisor at Equity Services, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including National Life Group, Innovation Partners LLC, and Mutual of Omaha Investor Services. Additionally, he serves as CEO and President of Florida Financial & Insurance Agency, Inc., which focuses on life insurance sales. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading.

Sasha Lauzon is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining SunTrust Advisory Services in 2018, which later became Truist Advisory Services. Outside of finance, he is also a disc jockey and serves as the president of DJ Sasha Lauzon, a musical curation business based in Miami. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, implementing advice through discretionary and non-discretionary manager relationships alongside AI-enabled research and integrated inter-affiliate resources.

Cheyenne Knueppel is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and three years of industry experience. Her prior work includes roles at Insite Group, Bank of America, Merrill, and Robinhood Markets. Outside of finance, she has been involved in several small business ventures, including nightclub and concert venue operations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Yujie Zhou is a financial advisor with PNC Wealth Management in Pompano Beach, FL, holding a Series 66 designation and six years of industry experience. Prior to joining PNC Investments LLC in 2023, Zhou worked at Wells Fargo Clearing and Wells Fargo Bank, N.A., as well as JPMorgan Chase Bank, N.A., and J.P. Morgan Securities between 2019 and 2023. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that utilizes algorithm-driven risk assessment and implements portfolios with approved mutual funds and ETFs.

Joseph Markham is a financial advisor at Integrity Alliance, LLC with two years of industry experience. He holds a Series 65 designation and has prior career experience including roles at Legend FMO and BBR Sales. Outside of his advisory work, he is president of a commercial roofing business and a boat rental company, where he occasionally captains vessels on weekends. Integrity Alliance is a large advisor network serving a broad client base including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs through various platforms, employing a range of investment approaches.

Jose Jaunarena Ferrari is a financial advisor at Oppenheimer with 26 years of industry experience. He has held positions at Oppenheimer & Co. Inc. since 2017 and previously worked at Popular Securities, Inc. from 2004 to 2017. He holds Series 63 and Series 66 licenses and is based in Fort Lauderdale, FL. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm utilizes strategic and tactical asset allocation, manager selection, and various investment strategies, with an emphasis on both discretionary and non-discretionary management and retirement services.

Natallia Batsukova is a financial advisor with Davenport & Company LLC, holding a Series 66 designation and 14 years of industry experience. She has worked at several firms, including JP Morgan Securities LLC and Cetera, before joining Davenport in 2021. Davenport & Company serves individual and institutional clients such as banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, brokerage, fixed income, public finance, and investment advisory services through a team-based approach and manages multiple mutual funds and separately managed accounts.

Paul Tunink is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at VALIC Financial Advisors and Agia, among other firms, and is involved in a business providing equipment rental services. Ameritas Advisory Services delivers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, using a combination of in-house and third-party managers across various discretionary and non-discretionary programs.

Heather Oliver is a CFP® professional with 25 years of experience in the financial industry. She is currently with Oppenheimer and previously worked at SunTrust Advisory Services and Suntrust Investment Services, Inc. in Fort Lauderdale, FL. Oppenheimer serves a wide range of clients including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation and manager selection, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary asset management.

Diego Scheurich is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique institutional capabilities including in-house research and roles as a swap dealer and futures commission merchant.

Maureen Hoover is a financial advisor with Rockefeller Financial LLC, holding a Series 63 designation and bringing 32 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney for 11 years prior to joining Rockefeller Financial and Rock & Co LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer with a consolidated investment platform that delivers discretionary and model-driven investment solutions.

Paul Abbott is a financial advisor with Equity Services, Inc. in Boca Raton, FL, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at National Life Group, MassMutual Life Insurance Co., The Prudential Insurance Company of America, Global Trust Asset Management, Bank of America, and Merrill Lynch. Abbott is also licensed to sell fixed and health insurance products. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with a mix of long-term strategies and specialized instruments, using both discretionary and non-discretionary management approaches.