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.

Shirley Lopez is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 16 years of industry experience. Her career includes roles at Truist Investment Services Inc., Wells Fargo Clearing, Citigroup Global Markets, J.P. Morgan Securities, and U.S. Bancorp Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, combining discretionary and non-discretionary approaches with the use of AI-enabled research tools and inter-affiliate resources.

Victor Muro is a financial advisor with Equity Services, Inc. and holds Series 63 and Series 65 credentials, with 38 years of industry experience. He has been associated with National Life Group, Equity Services Inc., and NL Financial Alliance since 2009. He serves as vice president and volunteer board member of his local homeowners association in Hallandale Beach, FL. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Lina Armstrong is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 12 years of industry experience. She previously worked at J.P. Morgan Securities and Libra Investment Advisors. Outside of her advisory career, Lina manages inventory and website sales for KaLi Stylez LLC, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and executes portfolios with mutual funds and ETFs. The firm delegates portfolio implementation and proxy voting to third parties and provides services primarily to employees through this pilot program.

Karlene Mullings is a financial advisor with Eagle Strategies (NY Life) based in Sunrise, FL. She holds Series 63 and Series 66 licenses and has two years of industry experience. Her prior work includes roles at FHC Investments Limited and VM Wealth Management Limited. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and works extensively with non-discretionary assets and a broad range of plan sponsors.

Todd Robbins is a financial advisor with Integrity Alliance, LLC in Weston, FL, holding Series 63, 65, and 66 licenses and 25 years of industry experience. His prior roles include positions at Bankers Life Advisory Services, PNC Wealth Management, and Kovack Advisors. Robbins is also an owner of Hoosier Advisor & Associates, a securities-related business. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm offers a range of advisory and brokerage services through a large network of independent advisors managing over $5 billion in assets, utilizing discretionary and model portfolio approaches along with third-party sub-advisers.

Troy Barrow is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 65 credential and seven years of industry experience. He has previously worked at Federal Prep Advisors, Inc. and Penn Mutual Life Insurance Company. Outside of advising, Barrow is active as an insurance agent with Life Capitalized Financial, LLC, focusing on insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes third-party asset manager relationships and both discretionary and non-discretionary account options. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, offering integrated custody, execution, and brokerage services.

Luke Melms is a CFP® with 11 years of industry experience currently serving as an advisor at NewEdge Advisors. He previously worked at United Capital Financial Advisers and KFORCE. Outside of his advisory role, he is the owner of Baseball and Business, a website and podcast network. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, employing multiple program structures and integrating technology tools such as algorithmic model portfolios and held-away account platforms.

Jordan Phelps Castro is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 66 and Series 63 designations. His prior roles include positions at Northwestern Mutual Investment Services and Charles Schwab & Co., Inc. Outside the financial sector, he has experience working with O.H.S.O Distillery & Brewery and Teffler Music. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Annette Blair is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. She has 25 years of industry experience, including over two decades with New York Life Insurance Company. Blair is also involved in brokering with various insurance carriers. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional investors, and corporate clients. The firm offers multiple program types and focuses on tailored solutions, with a significant portion of assets managed on a non-discretionary basis.

Armando Gil is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with firms including World Financial Group and American Funding Center and is involved in affiliate marketing through his business Cubatics. Additionally, he operates independent contractor roles related to credit card transactions with Giving Merchants, LLC and Global Merchant Innovations LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers services through a large advisor network using model portfolios and third-party managers, with notable programs such as Transamerica ONE and TFA365.

Gerald Berman is a financial advisor at Oppenheimer with 44 years of industry experience. He holds the Series 63 designation and has worked at Oppenheimer since 2013. His prior experience includes roles at Janney Montgomery Scott and Advest, Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, with a noteworthy portion of assets managed on a non-discretionary basis.