Brandon Vietti is a financial advisor with Guardian Life in Fort Lauderdale, FL, holding a Series 66 designation. He has been with Guardian Life and its related entities since 2024 and has prior experience at Oakmont Public Adjusting. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Charles Thomas is a CFP®-certified financial advisor with five years of industry experience. He has worked at Farther since 2026 and previously held roles at Northstar Financial Planners, Mustard Seed Wealth Management, and Bodcaw Bank. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform complemented by in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and a range of asset classes, including ETFs, mutual funds, equities, and fixed income.

Karina Romero is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 designations and 19 years of industry experience. Her career includes roles at Wells Fargo Clearing and Wachovia Bank, N.A. She is currently based in Lighthouse Point, FL. Fifth Third Securities serves a diverse client base including high-net-worth individuals, institutional clients, corporations, trusts, and retirement accounts through both advisory and brokerage services. The firm offers investment management via the Passageway Managed Account Program, utilizing multiple program types and third-party portfolio managers to meet varied client needs.

Matthew Grosjean is a financial advisor at Lincoln Investment with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at A.G.P. / Alliance Global Partners and Foresters Advisory Services. Lincoln Investment Planning, LLC is a large enterprise firm that serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by a dedicated in-house Investment Management & Research team.

Jeffrey Seltzer is a financial advisor with Centaurus Financial, Inc. He holds a Series 63 designation and has 34 years of industry experience. Prior to his current role at Centaurus Financial, he worked at Cetera Advisors LLC and First Allied Advisory Services. Outside of advisory services, he serves as president of Seltzer & Company, Inc., an agency offering health insurance and Medicare plans. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts.

Joseph Moosa is a financial advisor with Janney Montgomery Scott in Ft. Lauderdale, FL, holding a Series 66 designation and seven years of industry experience. His background includes four years with Nexus Insurance Brokers before joining Janney Montgomery Scott, where he has worked in multiple roles since 2018. 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, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services with a blend of in-house and third-party portfolio management.

Colleen Cowan is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Ignacio Holguin is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked with Truist since 2022 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and extensive inter-affiliate integration.

Linda Weinstein is a financial advisor with Truist Advisory Services in Coral Springs, FL, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. She has been with SunTrust Advisory Services and affiliated entities since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Erik Alexander is a financial advisor at First Citizens Investor Services, Inc. with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Truist Advisory Services, SunTrust, Chase Investment Services, Merrill, and Wells Fargo Clearing. Outside of advising, he is president of Alexander Outdoors, Inc., a family safety and emergency preparedness consultation service, and serves on the Dean's Advisory Board for an Honors College. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, utilizing a client-focused approach based on fundamental, quantitative, and technical analysis across various investment products.

Jill Richardson is a financial advisor at Oppenheimer with 37 years of industry experience. She has held positions at Citigroup Global Markets from 1997 to 2009 before joining Oppenheimer in 2009. Outside of her advisory work, she is a co-owner of Gallery of Modern Masters in Sedonia, Arizona. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services with both discretionary and non-discretionary advisory approaches.

William Gamble is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, following five years at BB&T Securities, LLC. Outside of his advisory role, he is involved in thoroughbred horse racing as a member of JMM Stables. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third‑party platforms and AI-enabled research tools, and is noted for its inter-affiliate integration and comprehensive supervisory oversight.

Esperanza Castro is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds a Series 66 designation and has been with Citibank N.A. since 2009. Outside of her advisory role, she serves as Secretary for Venico Investment, LLC, performing accounts payable duties with limited monthly time commitment. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Arthur Faren is a CFP® and PFS™ credentialed financial advisor with 37 years of industry experience. He is currently with Truist Advisory Services and has previously worked at Wells Fargo Clearing and Prudential Equity Group. Located in Fort Lauderdale, FL, Faren has a background spanning multiple roles within Truist and SunTrust entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and integrates third-party platforms and AI-enabled tools to support its investment processes.

Santiago Agudelo is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has worked at several major firms, including Bank of America, Merrill, Wells Fargo, and JP Morgan Chase. Agudelo also served in the United States Marine Corps for eleven years. 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 and maintains large-scale institutional operations with unique market roles, including in-house research and futures commission merchant activities.

Jeffrey Knight is a financial advisor with Eagle Strategies (NY Life) based in Coral Springs, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience with a career spanning New York Life Insurance Company since 1981 and Nylife Securities Inc. since 1984. Since 2007, he has also operated two business ventures under the names Knight Benefits Group and Wealth Retention Group that focus on brokering non-registered insurance products and selling New York Life products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types designed to tailor recommendations to client objectives, with most assets managed on a non-discretionary basis and a focus on serving retirement plan sponsors within an integrated New York Life affiliate structure.

Frederic Leonard is a financial advisor at Oppenheimer with 41 years of industry experience. He has been with Oppenheimer since 2003 and holds Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment and retirement services delivered through both discretionary and non-discretionary approaches, with an emphasis on asset allocation, manager selection, and customized consulting.

Sharon Mohan is a financial advisor with TIAA-CREF in Deerfield Beach, FL, holding Series 63 and Series 66 credentials and having 28 years of industry experience. She has been with TIAA and TIAA-CREF since 1997. Outside of advisory work, she is a passive investor in a fitness gym business owned and operated by her son. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while employing a fiduciary standard in its registered investment advisor services.

Alvaro Quintero is a financial advisor with Truist Advisory Services in Fort Lauderdale, FL, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. His previous roles include positions at Wells Fargo Clearing, Bank of America, and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting. The firm’s approach includes AI-enabled research tools and emphasizes inter-affiliate integration across its services.

Peter Stewart is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC since 2012 and Parkland Securities since 2014. Outside of his advisory work, he is involved in the sale of life, health, long-term care, and disability insurance, and serves as a trustee managing a family trust and beneficiary 401(k) plan. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that supports both fiduciary and non-fiduciary retirement services through affiliated entities.