Theodore Mpatsios Pappas is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Equitable Advisors, and Northwestern Mutual. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment platform, while also operating as a registered broker-dealer providing a range of investment and placement services.

Giuliana Pelletier is a financial advisor at PNC Wealth Management with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital investment platform that uses algorithmic risk assessments and delegated portfolio management employing mutual funds and ETFs.

Peter Danese is a financial advisor with LPL Financial and holds the Series 66 designation. He has 25 years of industry experience and has been associated with Private Advisor Group, LLC and LPL Financial since 2011. He also manages a separate investment advisory business through Private Advisor Group. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions, offering a range of investment solutions supported by an in-house research team.

Manuel Figueroa is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and bringing 31 years of industry experience. His prior roles include positions at Brokers International Financial Services and MML Investors Services Inc/MassMutual, where he worked for over a decade. Outside of advising, he serves as a police officer and is a board member for both the Police Officer Assistance Trust and the Coconut Grove Arts Festival. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio management approaches and custodial platforms.

Joaquin Gonzalez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at Citigroup since 2017 and previously held positions at J.P. Morgan Securities and JPMorgan Chase Bank. Citigroup Global Markets serves individual and institutional clients, including high-net-worth and ultra-high-net-worth individuals, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides access to alternative investments and digital-asset products, combining large institutional scale with specialized market roles.

Jeffrey Stern is a financial advisor with Primerica Advisors based in Hollywood, FL, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2005. Stern serves as a trustee outside of his advisory role. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charities, and corporate clients. The firm offers brokerage and advisory services, financial planning, and business consulting, utilizing a combination of proprietary and third-party investment strategies across multiple program platforms.

Christopher Law is a financial advisor at Truist Advisory Services with seven years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for seven years. Prior to his advisory career, he spent nine years in full-time education. 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 research tools and inter-affiliate integration across its affiliated entities.

Randy Stark is a financial advisor with Truist Advisory Services in Fort Lauderdale, FL, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. His career includes roles at BB&T Securities, Wells Fargo Clearing, and Wells Fargo Advisors LLC. He has been with Truist since 2017, including the firm’s earlier and current iterations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manages the AMC Advantage program, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced equity research.

Peter Triolo is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has two years of industry experience, with prior roles at The Bridge Group, Inc., NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory work, he volunteers as a lacrosse coach for a local club program in Boca Raton, Florida. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Anibal Alvarado is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 designations and bringing 16 years of industry experience. His prior roles include positions at Fidelity Investments, Wells Fargo, Citigroup, and Titl Tech Company. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting while leveraging third-party platforms and manager arrangements.

Stephen Young is a CFP® with eight years of industry experience currently serving at Brookstone Capital Management LLC since 2021. He previously worked at Crown Capital Securities, LP and has been affiliated with National Life Group since 2011. Outside of investment advisory, he works as an independent contractor in insurance sales focusing on fixed annuities and life insurance. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset allocation models and a range of investment strategies, offering discretionary portfolio management through its turnkey platform and acting as a sub-advisor to other advisory programs.

Bradley Baumgartner is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63, 65, and 66 licenses and bringing 44 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2012. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Charles Thomas is a CFP® and holds a Series 65 license with four years of industry experience. He currently works at Farther and previously worked at Northstar Financial Planners, Mustard Seed Wealth Management, and Bodcaw Bank. His background includes a decade as a full-time student prior to entering the financial industry. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform alongside in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income, supplementing advisor judgment with AI tools.

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. He is based in Fort Lauderdale, FL. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm employs a mix of in-house and third-party investment strategies overseen by an Investment Management & Research team and manages approximately $22.9 billion in advisory assets.

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.

Erik Alexander is a financial advisor with First Citizens Investor Services, Inc., holding Series 63, 65, and 66 licenses and with 16 years of industry experience. His career includes roles at First Citizens Bank, Truist Advisory Services, and Suntrust Advisory Services. Outside of his advisory work, he serves as president of Alexander Outdoors, Inc., a family safety and emergency preparedness consultation service, and is a member of the Honors College Dean's Advisory Board. He is also a trustee of Terra Hosting, LLC, a cryptocurrency mining hosting company. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm emphasizes a client process based on financial needs and risk tolerance assessments, offering portfolio management, wrap programs, and financial planning, with a focus on fundamental, quantitative, and technical analysis.

Jill Richardson is a financial advisor with Oppenheimer in Highland Beach, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Oppenheimer since 2009. Outside of her advisory work, she is co-owner of the Gallery of Modern Masters in Sedonia, Arizona. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation along with manager selection across various investment vehicles, maintaining client objectives through documented investment policy statements and regular account reviews.