Daniel Rodriguez is a financial advisor with Osaic Advisory Services, LLC, holding Series 65 and Series 63 licenses and 20 years of industry experience. He previously worked at firms including United Capital Financial Advisers, Cetera Advisor Networks, and VOYA Financial Advisors. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving a wide range of clients, including individuals, pension plans, corporate entities, and sovereign wealth funds. The firm offers diversified investment programs and financial planning services, using a variety of analytical and portfolio management techniques supported by platform relationships and affiliated managers.

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 at Citigroup Global Markets with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citigroup since 2020, following four years at Wells Fargo Clearing. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with specialized market roles and arrangements.

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 financial advisor with 23 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. Her career spans multiple roles within these firms since 2008. She also holds licenses for insurance sales and property and casualty insurance through separate brokerage arrangements. Park Avenue Securities LLC, 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 a combination of advisor-led discretionary management and model-based strategies, as well as access to insurance products and alternative investments through its connection with Guardian Life.

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 CFP®, ChFC® credentialed financial advisor with 38 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at firms including United Capital Financial Advisers, LLC, Cetera Advisor Networks LLC, and Girard Securities, Inc. Outside of advisory work, he is the managing member of RABSCO, LLC, an LLC involving general administrative duties. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers various investment programs and consulting services, employs multiple analytical approaches, and leverages platform relationships to integrate alternative investments and annuity sub-account management into its offerings.

Joshua Vinson is a Series 65-licensed financial advisor with eight years of industry experience, currently with Hornor, Townsend & Kent, LLC. He has held roles at Visante, Envoy Advisory Inc., and 11 Financial, among others. Outside of his advisory work, he serves as Senior Director of Clinical Pharmacy and Quality and Director of Pharmacy at One Infusion Pharmacy LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers offering financial planning, advisory programs, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and FINRA-member broker-dealer, managing approximately $8.37 billion in discretionary assets as of December 2025.

Gary Kreps is an investment advisor representative with TLG Advisors, Inc., holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Marathon Capital Management, Pruco Securities, Merrill, Bank of America, and The Leaders Group Inc. He is also active as an independent insurance agent in Fort Lauderdale, educating clients on the role of insurance in financial planning. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors, providing portfolio management, financial planning, and fiduciary services. The firm emphasizes manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, offering both sub-advised portfolios and a direct-to-consumer digital program called Starlight Portfolios.

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 a Series 65 designation and previously worked at GS PFM and United Capital, including United Capital Financial Advisers, LLC. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving individuals, pension plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment and consulting services, utilizing a combination of fundamental and technical analysis, tactical trading, direct indexing, and structured products, supported by platform relationships and affiliated managers.

Steven Weinkle is a ChFC®-designated financial advisor with 32 years of industry experience. He is currently with Eagle Strategies (NY Life) and has also been associated with W Financial LLC, Nylife Securities Inc., and New York Life Insurance Co. since the early 1990s. He is licensed to broker non-registered products through W Financial LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm works with a broad range of clients and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Kimberly Etchings Dolce is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and having 27 years of industry experience. She has been with Principal Securities Inc and Principal Life Insurance Company since 2014. Outside of her advisory role, she owns Etchings Consulting, a business consulting and coaching service for business owners. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

James Haines is a financial advisor with Truist Advisory Services in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Ameriprise, Comerica Securities, and Wells Fargo. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and manager relationships.

Jorge Gonzalez is a CFP® professional with 12 years of industry experience, currently affiliated with AE Wealth Management, LLC. He has been involved with Synergy Elite Wealth Management LLC and Synergy Financial Strategies, Inc. for over eight and fifteen years respectively, and maintains an ownership role in JCP Ventures, LLC, which engages in real estate investments. AE Wealth Management, LLC provides fee-based portfolio management, financial planning, and retirement-plan consulting services to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes a platform-focused approach with discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements.

John Griffin is a financial advisor with Truist Advisory Services in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and with Suntrust Investment Services, Inc. since 1997. Outside of his advisory role, he is involved in several entrepreneurial ventures, including a music production LLC supporting an emerging artist and partnerships in advertising and construction-related businesses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting. The firm integrates extensive inter-affiliate arrangements and employs AI-enabled tools to support manager selection and ongoing portfolio oversight.

Christopher Szem is a financial advisor with Kestra Advisory in Ft. Lauderdale, FL, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has worked with Kestra Advisory and Kestra Investment Services since 2016. Outside of his advisory role, he is involved in health insurance plan design and consulting through his ownership and partnership in related companies. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary oversight, plan-level investment advice, and employee education. The firm serves large institutional investors, including sovereign wealth funds, with approximately $79.8 billion in assets under management.

Brian Palkowitsh is a CFP® professional with 27 years of experience currently with Guardian Life and Park Avenue Securities. His previous roles include positions at Ameriprise Financial Services, Transamerica Financial Advisors, and Nancy Paul Company. Palkowitsh is involved in community service as a board member and treasurer of the Rotary Club of Ft Lauderdale/Cypress Creek. Park Avenue Securities LLC, part 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 advisor-led discretionary management alongside model-based strategies and a digital advisory solution, with access to insurance products, alternative investments, and integrated lending options.