David Hooban is a financial advisor at Creative Planning with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lockton Investment Advisors and Kestra Financial Services. Based in Pompano Beach, FL, he has been with Creative Planning since 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by private market investments and fiduciary retirement plan services.

Guy Pierre is a financial advisor with TD Private Client Wealth LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes roles at Charles Schwab Bank and TD Ameritrade. He also took a year for extended travel between 2025 and 2026. 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 TDIS clients. The firm uses a combination of strategic and tactical asset allocation across affiliated and third-party sub-managers, offering portfolio management, financial planning, and custody services.

Magaly Williams is a financial advisor at T. Rowe Price Advisory Services, Inc. with 10 years of industry experience. She has previously worked at Polen Capital Management, Raymond James and Associates, and Foreside Funds Distributors LLC. Outside of her advisory role, she is the owner of Will Hunt Properties LLC, a real estate business based in Tampa, FL. T. Rowe Price Advisory Services offers a retirement-focused advisory service that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management, primarily serving individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and interactive online planning tools.

Chantal Rascon is a CFP® professional with six years of industry experience, currently affiliated with Voya Financial Advisors, Inc. She previously worked at Fidelity Investments and Citi Bank. Outside of finance, she operates The Melbean Coffee Shop. Voya Financial Advisors, Inc. serves a wide range of clients, including individual and institutional investors, offering services such as financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through non-discretionary programs and maintains a dual registration as an investment adviser and broker-dealer.

Adam Hawkins is a financial advisor with First Citizens Investor Services, Inc. He holds a Series 66 credential and has eight years of industry experience. Prior to joining First Citizens Investor Services in 2024, he worked at Truist Investment Services and BB&T in various advisory roles. First Citizens Investor Services serves individual clients—including high-net-worth individuals—as well as pension plans, charitable organizations, and businesses. The firm offers a range of advisory and brokerage services, emphasizing client-specific financial needs through portfolio management, model portfolios, and tax-aware strategies.

Jeffrey Oliverio is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2018, including prior roles at Wells Fargo Advisors. Outside of his advisory work, he serves as the Finance Director on the executive board of My Hollywood Pride, a nonprofit organizing an annual LGBTQ Pride festival in Hollywood, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research and inter-affiliate integrations.

Daniel Rodriguez is a financial advisor with Osaic Advisory Services, LLC, holding Series 65 and Series 63 credentials and 20 years of industry experience. His prior roles include positions at United Capital Financial Advisers, LLC, Cetera Advisor Networks LLC, and Girard Securities. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through multiple program models, utilizing a combination of proprietary guidance and third-party platforms.

Fernando Rodriguez is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Citigroup since 2017, following a year at HSBC Bank USA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains extensive in-house research and market roles, combining institutional scale with unique market functions.

Rusbel Trujillo is a financial advisor at Eagle Strategies (NY Life) with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Eagle Strategies since 2021. Prior to that, he worked with NYLife Securities LLC and New York Life Insurance Company starting in 2012 and 2014, respectively. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm offers various program types, including fee-based advice and retirement plan consulting, with a focus on tailoring recommendations to client needs and plan sponsor criteria.

Amarilis Larragoity is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at Citigroup since 2020, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors, and also managed Dorado Style, Inc. for ten years. Citigroup Global Markets serves individual and institutional clients across a wide range of segments, offering a variety of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale alongside unique market roles such as operating as a swap dealer and futures commission merchant.

Forrest Faro is a financial advisor with Rockefeller Financial LLC in Fort Lauderdale, FL. He holds a Series 66 designation and has 26 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer that provides securities transactions, variable insurance products, and placement and investment banking services.

Melina Degelsmith is a ChFC® credentialed advisor with 23 years of industry experience, currently affiliated with Primerica Advisors in Hollywood, FL. She has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2008. Degelsmith is also involved in insurance sales through Innovative Underwriters, Art Jetter & Source Brokerage. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and a digital advice platform.

Carolyn Kitzel is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Mariner since 2025. Her prior roles include positions at Corbett Road and Capital Wealth Advisors, as well as independent consulting for 501(c)(3) organizations in consulting and marketing. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized portfolio strategies combining in-house research and third-party managers, with notable integration of tax and accounting services alongside administrative CFO capabilities.

Neal Slafsky is a financial advisor with Osaic Advisory Services, LLC, holding CFP® and ChFC® designations and bringing 38 years of industry experience. His career includes roles at United Capital Financial Advisers, Girard Securities, and Cetera Advisor Networks. In addition to his advisory work, he is a managing member of RABSCO, LLC. Osaic Advisory Services serves a broad client base, including individuals, corporations, pension plans, trusts, and charities, offering investment management, financial planning, and related services through multiple program models. The firm employs a combination of proprietary and third-party platforms to manage portfolios and provides clients access to alternative investments and specialized lending solutions.

Gary Kreps is a financial advisor at TLG Advisors, Inc. based in Fort Lauderdale, FL, with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Marathon Capital Management, Pruco Securities, Merrill, and Bank of America. In addition to his advisory role, Kreps is an independent insurance agent who educates clients on the role of insurance within financial planning. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm offers investment supervisory services and financial planning, emphasizing manager selection and diversified portfolio construction using fundamental analysis and Modern Portfolio Theory.

Eulette Edwards is a financial advisor with Eagle Strategies (NY Life) based in Sunrise, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked with New York Life Insurance Company and its affiliated entities since 2014 and operates her own firm, Eulette Edwards & Associates, Financial and Insurance Services, LLC, brokering insurance products. Additionally, she serves as an independent contractor facilitating mindset training through The Pacific Institute. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Leigh Nickel is a financial advisor with Independent Advisor Alliance, LLC, holding the ChFC® and Series 63 designations and possessing 41 years of industry experience. He has worked with LPL Financial, Independent Financial Partners, and Independent Advisor Alliance throughout his career. Outside of advisory services, he is an agent for non-variable life, disability, and long-term care insurance through his corporation and associated entities. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting using a combination of discretionary and non-discretionary management, model portfolios, sub-advisors, and analytical approaches, supported by various technology platforms.

Diego Morcillo is a financial advisor at Osaic Advisory Services, LLC with two years of industry experience. He holds the Series 65 designation and has previously worked at GS PFM and United Capital, including United Capital Financial Advisers, LLC. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and a combination of proprietary and third-party investment platforms.

Steven Weinkle is a financial advisor with Eagle Strategies (NY Life) who holds the ChFC® and Series 63 designations and has 32 years of industry experience. He has worked at Eagle Strategies since 2024 and concurrently operates W Financial LLC, where he brokers non-New York Life, non-registered insurance products. He has been associated with New York Life Insurance Co. and its affiliated firms since 1991. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisors. The firm offers tailored solutions via multiple program types, with the majority of its assets managed on a non-discretionary basis.

Jason Palmadesso is a financial advisor with Eagle Strategies (NY Life) based in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has served in various consulting and insurance brokerage roles under several DBAs, including Mahoney Financial Organization, LLC, The Bridge Group, Inc., and M&A Executive Benefit Insurance Solutions, LLC. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis while offering a range of advisory programs tied to insurance and annuity products.