James Geary III is a financial advisor with TIAA-CREF in Palm Beach Gardens, FL, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals often connected through TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Russell Amsden III is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked at Center Street Securities Inc. since 2009 and Prosperity Financial Solutions since 2007. In addition to his advisory roles, he is involved in the sales of life insurance, health insurance, and annuities through Prosperity Financial Solutions LLC. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via model portfolios and managed accounts.

Neva Hagopian is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her previous roles include positions at BB&T Securities, Scott & Stringfellow, and Truist Advisory Services. 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 portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

James Fisher is a financial advisor at Citizens Securities, Inc. in West Palm Beach, FL, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Santander Securities, LLC and Citizens Bank. Fisher is also the owner of J.S. Fisher Violins, LLC and is a notary. Citizens Securities serves individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. Its advisory approach includes both a digital advisory platform and a Managed Account program, supported by its affiliation with Citizens Bank, N.A.

Yuvraj Sisodia is a financial advisor at GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 designations with 18 years of industry experience. He has been with GWN Securities since 2017 and previously worked at VOYA Financial Advisors from 2014 to 2017. Outside of his advisory role, Sisodia owns and operates Teachers Retirement Resources Inc., a marketing entity for financial services products, and works as an independent insurance agent specializing in fixed insurance products. GWN Securities provides investment advisory and related services to individual and corporate clients through a range of managed account programs and financial planning solutions. The firm employs a mix of affiliated and unaffiliated sub-advisers and uses both traditional asset allocation and momentum-based trading strategies.

Tracy Moscatello is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and five years of industry experience. She previously worked at Merrill for 24 years before joining Rockefeller Financial in 2022. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

Mark Renz is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Corient. His prior experience includes eight years at Socius Family Office, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

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® with 35 years of industry experience. He is currently with Mariner and has previously worked at Capital Analysts, Lincoln Investment, and Mariner Wealth Advisors. Outside the financial advisory industry, he holds membership interests in several LLCs involved in franchise ownership and golf course investments. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers across a range of asset classes and provides integrated tax, accounting, and family office services uncommon for firms of its size.

Eric Bloom is a CFP®-certified financial advisor with 30 years of industry experience. He is currently associated with Guardian Life and Park Avenue Securities, where he has worked since 1997 and 2007, respectively. In addition to his advisory roles, Bloom also assists small business clients with health insurance coverage and provides life, fixed annuity, long-term care, and disability insurance services. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm provides a blend of advisor-led discretionary management and model-based strategies, access to proprietary wrap programs and third-party advisory solutions, along with financial planning, consulting, and group education services.

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 six years of industry experience. He has worked with various PNC entities 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 solution that uses algorithmic risk assessment and employs mutual funds and ETFs with annual rebalancing.

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.

Zachary Mohr is a financial advisor at Hightower Advisors with one year of industry experience. He previously worked at Journey Strategic Wealth and has a background that includes five years of service in the United States Navy. Outside of his advisory work, Zachary is involved with Pine Tree Golf Club, where he occasionally sells golf clubs on an appointment basis. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions and discretionary portfolio management, utilizing both affiliated and third-party managers along with proprietary research.

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.