Rogelio Duran is a CFP® and holds a Series 65 license, currently serving as a financial advisor with CIBC Private Wealth Advisors, Inc. in West Palm Beach, FL. He has six years of experience with CIBC Private Wealth Advisors. CIBC Private Wealth Advisors provides investment advisory and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment process uses internal teams and committees to create customized portfolios and offers a range of strategies including options hedges and structured notes.

James Hudson is a financial advisor at GWN Securities Inc. in Daytona Beach, FL, holding a Series 65 designation with five years of industry experience. He has worked at GWN Securities since 2019 and has concurrently served as an ESE teacher with Volusia County Schools since 2009. Outside of his advisory role, Hudson is also an independent insurance agent specializing in life, health, and fixed annuity contracts. GWN Securities is an SEC-registered investment adviser and broker-dealer with a network of approximately 423 advisors managing about $3.65 billion across more than 37,000 client accounts. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, using a range of investment strategies from traditional asset allocation to legacy market-timing and momentum-based approaches.

Andrew Bluestone is a financial advisor with Ameritas Advisory Services, LLC, holding CFP® and Series 63 credentials and bringing 39 years of industry experience. He has worked with multiple Ameritas entities and has been involved with Sapphire Financial and Selective Benefit Group since the 1980s. Outside of advisory roles, Bluestone authors educational materials and conducts seminars focused on networking and business development, and he provides consulting and expert witness services related to retirement planning. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm utilizes a range of managed account programs and integrates multiple custodial platforms to support portfolio construction and ongoing management.

Melanie Miller is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and five years of industry experience. She has been with various Truist entities, including Truist Bank, since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled tools to support its manager selection and investment oversight.

Adam Andrews is a financial advisor with Money Concepts Capital Corp and holds a Series 66 designation. He has eight years of industry experience, including roles at Money Solutions Group and Money Concepts Capital Corp. He is also employed as an analyst in data and research at Massaro Wealth Management. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets through model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs alongside third-party managers and service providers.

Eric Jones is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His career includes prior roles at Tiaa, TIAA-CREF, UBS Financial Services, and as founder and owner of FINsights LLC, where he engages in speaking and advisory activities for wealth management organizations. Based in West Palm Beach, FL, he has been with Lincoln Investment since 2024. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning, portfolio management with both advisor- and firm-managed models, and employs an in-house Investment Management & Research team alongside third-party managers to support its advisory services.

Kathi Sterns is a financial advisor with Citizens Securities, Inc. in West Palm Beach, FL. She holds the Series 66 designation and has been with Citizens Securities since 2026. Her prior work experience includes seven years at Citizens Bank and fourteen years at Bed Bath and Beyond. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s offerings include a digital advisory program managed with SigFig and a Managed Account program, alongside commission-based brokerage and other non-discretionary business.

Erica Heister is a financial professional at GWN Securities Inc. with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with GWN Securities since 2009. Outside of her advisory role, she operates a DBA, Foundational Future, through which she assists clients with life insurance, long-term care, and fixed annuity needs. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a distinctive history of incorporating market-timing and momentum-based strategies within its legacy program suite.

Garold Casterline is a financial advisor at GWN Securities Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at OneAmerica Securities and American United Life. Outside of his financial services role, he has served as a police officer for the Town of Davie since 2016. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager selection. The firm employs a combination of sub-advisers and model-based allocations, using strategies that include market-timing and momentum-based approaches.

Jeffrey Sartorius is a CFP® with 43 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2017. Prior to this, he spent over two decades with LPL Financial, LLC (formerly LINSCO/PRIVATE LEDGER CORP.). He is also involved in outside sales of non-variable insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model using technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Robert Mccabe is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 39 years of industry experience. His career includes roles at Morgan Stanley Smith Barney and Citigroup Global Markets. He serves as a board member of the Homeowner's Association at Halcyon of Palm Beach. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of advisory programs that include discretionary and non-discretionary portfolio management, strategic asset allocation, and financial planning.

Steven Sandberg is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He is also the owner and president of Paloma Insurance & Financial Services, LLC, where he manages sales, marketing, and administrative activities. Additionally, he serves as Vice President of Relationship Management at Legend Financial Marketing Services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, and retirement plan consulting, utilizing various portfolio management approaches and custodial platforms.

Jill Hansen is a CFP® professional with 28 years of industry experience, currently affiliated with Commonwealth Financial Network. She has operated Hansen Financial MV since 2009. Outside of her advisory role, she owns private entities related to real estate holdings. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with advisory programs, technology, compliance, and operational services. The firm offers a range of investment solutions including discretionary model portfolios and personalized indexing options.

John Morris is a financial advisor at Janney Montgomery Scott in Jupiter, FL, holding Series 63 and Series 65 licenses with 37 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Janney Montgomery Scott in 2022. 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 plans, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Steven Schultz is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Oppenheimer since 2005 and previously spent three years at Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary advisory approaches.

Karolina Bednarska is a CFP® professional with 20 years of industry experience, currently with CIBC Private Wealth Advisors, Inc. She has worked at CIBC National Trust Company since 2017 and was previously with Atlantic Trust Company, N.A. from 2016 to 2017. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a structured investment process with internal teams and committees to create customized portfolios, blending proprietary and external strategies, and manages approximately $67.8 billion in assets with 175 advisors.

Mark Bogert is a financial advisor with Oppenheimer who holds a Series 66 designation and has 37 years of industry experience. His career includes tenure at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, Merrill, and Charles Schwab. He is based in North Palm Beach, Florida. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services that include equity, balanced, and fixed-income portfolios managed through strategic and tactical asset allocation, as well as consulting and retirement services delivered on discretionary and non-discretionary bases.

Neil Hartzog is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and has previously worked at Private Capital Group, LLC, VOYA Financial Advisors, Inc., and Waddell & Reed. Mr. Hartzog also operates an independent insurance business separate from his advisory role. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model and utilizes a range of investment strategies often implemented through third-party managers and technology platforms.

William Repath is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at SunTrust Advisory Services since 2016 and GenSpring Family Offices since 2015. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and comprehensive supervisory oversight.

Richard Ribek is a financial advisor with Oppenheimer, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at Raymond James Financial Services, Lipari Ribek Group, Morgan Stanley, and Citigroup Global Markets. He is based in North Palm Beach, Florida. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services, employing both discretionary and non-discretionary approaches, with a notable emphasis on non-discretionary asset management and custody of client assets.