Christopher Georgopoulos is a financial advisor with Cresset Asset Management, LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Merrill and Bank of America Private Bank from 2017 to 2022, and Lowry Research from 2010 to 2017. Cresset Asset Management is an SEC-registered adviser managing approximately $71.9 billion in client assets for a diverse range of clients, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due diligence program and multiple affiliated entities.

Jeremy Dunlop is a CFP® and Series 66 licensed advisor with 18 years of industry experience. He is currently with HB Wealth and has previously worked at Hamilton Capital, BDO Wealth Advisors, Signet Financial Management, and Krasney Financial. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm uses a discretionary investment approach, combining quantitative and qualitative due diligence across a broad range of public and private strategies, and offers outsourced chief investment officer and institutional advisory services.

Stacey Hammerle is a CFP® professional with nine years of industry experience, currently affiliated with GWN Securities Inc. Her prior roles include positions at Kovack Securities, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of her financial advisory work, she owns thr1v3, LLC, which offers biblically based life coaching, and co-hosts the Rooted & Renewed podcast focused on applying Scripture in daily life. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm employs a mix of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in some legacy programs.

David Ruben is a financial advisor at Rockefeller Financial LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America. Outside of his advisory work, he serves as a committee member for the Suburban Hospital Foundation, a charitable organization focused on fundraising and support. 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 offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing access to equities, fixed income, alternatives, and placement and investment banking services.

Christopher Housen is a CFP® professional with 34 years of industry experience. He is affiliated with Mariner in Palm Beach Gardens, FL, and has prior work history with Msec, LLC, Lincoln Investment, and Capital Analysts, Incorporated. Outside of his advisory role, he is a member of LLCs that hold minority investments in franchise stores and golf courses. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with specialized tax and administrative family office services.

Eric Bloom is a CFP® with 29 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has an extensive background with Guardian Life Insurance Company and Park Avenue Securities. In addition to his advisory work, he has provided health insurance coverage and various insurance products to small business clients. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and business consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports multiple account-level features, including securities-based lending and tax-harvesting.

William Burnett is a CFP® professional with over 31 years of industry experience. He currently works at Truist Advisory Services and Truist Investment Services, having previously been with Morgan Stanley Smith Barney LLC for eight years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm uses both discretionary and non-discretionary approaches, integrating third-party manager arrangements and AI-enabled research tools to support its investment advisory process.

Carlos Orozco is a financial advisor with PNC Wealth Management in Wellington, FL, holding Series 63, 65, and 66 licenses and five years of industry experience. He has been with PNC Bank and its affiliates since 2014. Outside of his advisory role, he serves as a goalkeeper coach for the Wellington Waves Soccer Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio management platform for employees, which uses algorithmic risk assessment and third-party strategies executed via mutual funds and ETFs.

Kandi Lynn is a Series 66–registered advisor with TD Private Client Wealth LLC in West Palm Beach, FL, and has eight years of industry experience. Her prior experience includes roles at Merrill Lynch and Bank of America. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm’s approach combines strategic and tactical asset allocation using both affiliated and third-party sub-managers and offers ongoing portfolio management, financial planning support, and third-party custody and reporting.

Henry Middleton is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Banc of America Investment Services before joining Citigroup in 2025. 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 specialized roles such as swap dealing and futures commission merchant activities.

John Carter is a financial advisor with Money Concepts Capital Corp in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Money Concepts Capital Corp since 2008 and is also involved with Certified Financial Associates, LLC and Hamilton Funding Group. Outside of securities work, he operates an independent insurance agency focused on Medicare supplement sales. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs using model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis to guide asset allocation and account rebalancing.

Melissa Guijarro Mayoral is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. Her background includes roles at Goldman Sachs and various positions related to law and accounting, including at the University of Miami School of Law and accounting firms such as H&CO, LLP and Deloitte Tax, LLP. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm utilizes centralized investment resources and integrates offerings across affiliated entities, delivering tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support.

David Olson is a Series 66 licensed financial advisor with 20 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Alpha Dna Investment Management, Macroview Investment Management, Worch Capital LLC, Bridgewater Wealth & Financial Management, Bridgewater Wealth Management, and Ameriprise. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Brandon Levine is a financial advisor with Janney Montgomery Scott in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and 18 years of industry experience. Prior to joining Janney Montgomery Scott in 2022, he worked at Raymond James & Associates for eight years. Outside of advising, he is involved in self-publishing and distributing music, focusing on children's music through his ventures In 1st Place and Bandbees. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse range of clients, including individuals, families, trusts, corporate sponsors, and charitable organizations, offering a mix of brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Daniel Higashi is a financial advisor with Citizens Securities, Inc., holding Series 63, 65, and 66 designations and four years of industry experience. His work history includes multiple roles within Citizens and Citizens Securities since 2017, as well as two years at U.S. Bank. He is also an Ohio Notary, providing complementary notary services to Citizens customers at his branch. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a managed account program, with activities spanning discretionary and non-discretionary business through its ownership by Citizens Bank, N.A.

Zachary Berg is a CFP®-certified financial advisor with 15 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. His prior roles include extensive tenures at JP Morgan Private Wealth Advisors and First Republic Investment Management. Outside of his advisory work, Berg serves on the board of directors for Take Stock in Children Palm Beach County, a nonprofit providing mentoring and college scholarships to disadvantaged youths. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

James Gates is a CFP® with six years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2020. Prior to joining GWN Securities, he worked at Teachers Retirement Resources and Ryder Systems. He is also a licensed independent agent for life insurance and fixed annuity products in Florida. GWN Securities provides investment advisory services to individual and corporate clients through a variety of managed account programs and financial planning offerings. The firm employs both affiliated and unaffiliated sub-advisers and integrates tactical trading strategies alongside model-based asset allocation.

Sean Sill is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His work history includes positions at Raymond James Financial Services, Wells Fargo Clearing, Wells Fargo Advisors LLC, Banc of America Investment Services, and Quick & Reilly. He has been with Oppenheimer since 2017. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and consulting services with both discretionary and non-discretionary management, combining strategic asset allocation, manager selection, and ongoing portfolio reviews.

Brian Szytel is a financial advisor at Hightower Advisors with 24 years of industry experience. He holds the Series 66 designation and has worked at Hightower since 2015, following prior roles at Morgan Stanley, Citigroup, and UBS Financial Services. Outside of his advisory work, he serves as president of BTS Properties, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach involves manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and delivering services such as portfolio management, financial planning, and retirement consulting.

William Bush is a financial advisor at Corient with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities and Geller Advisors. Outside of his advisory role, he serves on the advisory board of Exegy Inc., a financial technology company, and is involved in governance roles for private investment entities. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach integrating in-house strategies with third-party managers and utilizes risk management tools and alternative investments to align portfolios with client objectives.