Benjamin Kapusta is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 registrations and bringing 11 years of industry experience. Prior to joining Hornor, Townsend & Kent, he spent a decade with Northwestern Mutual in various roles focused on wealth management and insurance. Outside of advisory work, he engages in business planning, consulting, and public speaking on topics such as business risk analysis and valuation. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, supported by both advisory and broker-dealer services, with discretionary and non-discretionary account options and a multi-billion-dollar asset base.

Ivonne Roque is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and 23 years of industry experience. She has been with Citigroup Global Markets since 2013. Outside of her advisory role, she is involved in managing rental properties. 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 with extensive internal oversight and provides specialized solutions for high-net-worth and institutional clients.

Mario Medina is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2018, following seven years at Raymond James & Associates. Outside of his advisory role, he owns and operates PLG Creations, LLC, a content creation company focused on streaming gameplay, and volunteers with the Mother of Christ Catholic School D.A.D.S. Club in Miami. Janney Montgomery Scott is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs with a combination of in-house and third-party portfolio management.

Amy Raisman is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and bringing 33 years of industry experience. She has worked at Janney Montgomery Scott since 2020 and previously at Bb&T Securities, LLC from 2016 to 2020. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party managers.

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.

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® and Series 66-registered financial advisor with six years of industry experience. She is currently with Voya Financial Advisors, Inc. and previously worked at Fidelity Investments, Citi Bank, and AXA Advisors. Outside of her advisory work, Rascon operates The Melbean Coffee Shop. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, retirement plans, and corporate clients. The firm offers financial planning, portfolio management, third-party manager access, and brokerage and insurance products, delivering advice through a combination of model portfolios, affiliated strategies, and third-party research.

Adam Hawkins is a financial advisor at First Citizens Investor Services, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at Truist Investment Services, Truist Advisory Services, and BB&T in various capacities since 2006. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a wide range of clients, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm combines risk- and outcomes-based asset allocation with discretionary management and third-party managers, supported by technology-driven model portfolios and tax-aware services, and operates as a wholly owned subsidiary of a banking institution.

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 at OSAIC Advisory Services, LLC with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including United Capital Financial Advisers, LLC and Cetera Advisor Networks LLC. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight through multiple program models, with custody primarily facilitated by Schwab and Fidelity.

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 at ROCKEFELLER Capital Management with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. His career includes roles at Rockefeller Financial LLC since 2021. ROCKEFELLER Capital Management is an enterprise firm with 157 advisors, offering wealth management services to high-net-worth individuals and families.

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 CFP® and ChFC® with 38 years of industry experience. He is currently affiliated with OSAIC Advisory Services, LLC and has previously worked with firms including United Capital Financial Advisers, LLC and CETERA Advisor Networks LLC. Outside of his advisory role, he serves as the managing member of RABSCO, LLC. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, and retirement plan consulting, utilizing multiple program models and a blend of proprietary and third-party platforms.

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 with Osaic Advisory Services, LLC, holding a Series 65 designation and two years of industry experience. He has previously worked at Triad Advisors, Triad Hybrid Solutions, GS PFM, and United Capital. Osaic Advisory Services, LLC provides investment management, financial planning, retirement plan consulting, and related services to a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers multiple advisory program models and utilizes a combination of proprietary and third-party platforms and managers.