Daniel Higashi is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Citizens Bank and U.S. Bank. He provides complementary notary services to Citizens customers at his branch. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm operates both discretionary and non-discretionary advisory programs and is wholly owned by Citizens Bank, N.A.

Zachary Berg is a CFP®-certified financial advisor with 15 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. His prior roles include extensive tenures at JP Morgan Private Wealth Advisors and First Republic Investment Management. Outside of his advisory work, Berg serves on the board of directors for Take Stock in Children Palm Beach County, a nonprofit providing mentoring and college scholarships to disadvantaged youths. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

James Gates is a CFP® with six years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2020. Prior to joining GWN Securities, he worked at Teachers Retirement Resources and Ryder Systems. He is also a licensed independent agent for life insurance and fixed annuity products in Florida. GWN Securities provides investment advisory services to individual and corporate clients through a variety of managed account programs and financial planning offerings. The firm employs both affiliated and unaffiliated sub-advisers and integrates tactical trading strategies alongside model-based asset allocation.

Sean Sill is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Oppenheimer since 2017 and also has experience with Raymond James Financial Services, Wells Fargo Clearing, and Wells Fargo Advisors. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation along with various investment products, and acts as a qualified custodian for client assets.

Brian Szytel is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds the Series 66 designation and has been with Hightower Advisors and Hightower Securities, LLC since 2015. Outside of his advisory role, he serves as president of BTS Properties, LLC, a real estate company. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions using both affiliated and third-party managers, with offerings that include discretionary portfolio management, financial planning, and retirement plan consulting.

William Bush is a financial advisor at Corient with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities and Geller Advisors. Outside of his advisory role, he serves on the advisory board of Exegy Inc., a financial technology company, and is involved in governance roles for private investment entities. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach integrating in-house strategies with third-party managers and utilizes risk management tools and alternative investments to align portfolios with client objectives.

Rebecca Miller is a financial advisor at AE Wealth Management, LLC with one year of experience in the industry. She holds a Series 65 designation and has worked with Dynamic Wealth Strategies, Inc since 2015, where she is involved in insurance and investment planning. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs and serves a large client base with standardized investment solutions.

Lori Colclasure is a financial advisor at Commonwealth Financial Network with 13 years of industry experience. She holds a Series 66 designation and previously worked at Cary Stamp & Company from 2013 to 2017. In addition to her advisory role, she owns LMC Advisors, which provides general accounting services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a comprehensive support platform including managed-account programs, access to third-party asset managers, and custodial services.

Corey Tiller is a CFA® charterholder with nine years of industry experience, currently serving at Rockefeller Financial LLC. His career includes roles at Rockefeller Capital Management, Spearhead Capital Advisors, and Northern Trust. 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, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services through a Private Advisor model and a consolidated investment platform.

Richard Frantz is a financial advisor at Money Concepts Capital Corp with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Mense Solutions, LLC. Outside of his advisory role, he owns a management and IT consulting business under the DBA Brother's Keeper Wealth. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing about $3.33 billion for nearly 14,700 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charities, and corporations, using a range of managed programs and investment strategies.

George Clark Jr. is a Series 65-licensed financial advisor at Brookstone Capital Management LLC with six years of industry experience. He has been with Brookstone since 2020 and concurrently holds a position at AmeriLife, where he has worked since 2012. Clark is also a licensed insurance agent in Florida, focusing on life, health, and annuity sales. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and sub-advisory services.

Ryan Lefler is a Series 66 licensed advisor with 10 years of industry experience. He is currently with HB Wealth, where he has worked since 2022. His prior experience includes roles at Boynton Financial Group, Raymond James Financial Services, Kuey Group LLC, Templeton Solutions, and Morgan Stanley. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm provides discretionary wealth management and financial planning, combining quantitative and qualitative due diligence across a range of public and private investment strategies.

Sandra Stiger is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 10 years before joining Rockefeller Financial in 2023. Outside of her advisory role, she is involved in a construction business in Palm City, Florida. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities and is known for its institutional ownership structure and role as a distributor and placement agent for private funds within the Rockefeller Global Family Office platform.

Joseph Baganski is a financial advisor with Citizens Securities, Inc. in West Palm Beach, FL, holding Series 65 and Series 63 licenses and 13 years of industry experience. His career includes roles at Citizens Bank, Santander Securities, and CCO Investment Services. Outside of finance, he manages the bookkeeping and business operations for Brenda's Hair Studio and is involved in product development and accounting for an on-demand publishing business on Amazon and Etsy. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and managed accounts, and it operates as a broker-dealer and insurance agency within the Citizens Bank, N.A. enterprise.

Jacqueline Gilbert is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds the Series 66 designation and has worked at several firms including JPMorgan Chase and Truist Investment Services. Gilbert is based in West Palm Beach, Florida. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s offerings include a digital advisory program managed with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

John Blumel is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and three years of industry experience. His prior professional background includes roles at Elite Parking Services, Wasabi Japanese Steakhouse, and the University of North Florida. 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, consulting, and multiple advisory programs.

Douglas Walters is a financial advisor at &PARTNERS with 30 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, Walters owns and manages several non-investment-related businesses, including tire and oil service enterprises, and holds passive investments in an adventure park in Costa Rica. &PARTNERS serves individual and institutional clients with a range of investment advisory and brokerage services, utilizing proprietary models and third-party managers through the Envestnet platform. The firm operates as both a broker-dealer and registered investment adviser, providing financial planning, retirement plan consulting, and investment banking among other services.

Ashley Terrell is a financial advisor at Prime Capital Financial with four years of industry experience. She holds the Series 65 credential and has previously worked at Burns Wealth Advisors and Burns Estate Planning & Wealth Advisors. Prior to her financial advisory roles, she held positions with the Livingston Parish and Tangipahoa Parish School Boards and worked for Steve Scalise. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan services, family office offerings, and uses a variety of investment strategies and platforms tailored to its clients’ needs.

Michael Bass is a financial advisor with NewEdge Advisors in Tequesta, FL, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at LPL Financial, Jupiter Medical Center, Baptist Health South Florida, and the Cultural Council of Palm Beach County. He was also involved with Bass College Prep LLC for six years. 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 adviser representatives. The firm offers a broad range of portfolio management, financial planning, consulting services, and utilizes multiple program structures supported by centralized due diligence and technology tools.

Peter Clarke is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Rockefeller Capital Management, Truist Advisory Services, BB&T Securities, and Scott & Stringfellow. He serves on the Investment Committee of the Hospice Foundation of Palm Beach, where he reviews investment compliance and performance. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates a broker-dealer and provides access to a broad range of investment solutions through a consolidated platform.