Gerald Berman is a financial advisor at Oppenheimer with 44 years of industry experience. He holds the Series 63 designation and has worked at Oppenheimer since 2013. His prior experience includes roles at Janney Montgomery Scott and Advest, Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, with a noteworthy portion of assets managed on a non-discretionary basis.

John Cullen is a financial advisor with Principal Financial Services in Davie, FL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been associated with Principal Securities Inc. since 1999 and has operated his own CPA firm, John T. Cullen, P.A., as a licensed CPA for several decades. Outside of advising, he is involved in a CPA practice in addition to his financial services role. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation typically managed on a discretionary basis by affiliated or unaffiliated managers.

Allen Albrecht is a CFP® with 40 years of industry experience, currently affiliated with SPC. He has worked at Parkland Securities since 2014 and has been associated with Sigma Planning Corp since 2002. Outside of his advisory roles, he is involved with the Kiwanis Club of Miami Lakes. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors and corporate clients. The firm supports a large advisory network and offers tailored, typically discretionary investment advice through various account programs.

Guillermo Hernandez is a financial advisor with Eagle Strategies (NY Life) in Sunrise, FL, holding Series 63 and Series 66 credentials and one year of industry experience. Prior to his current role, he worked at Microsoft Corp and Metaswitch Networks. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through various program types, primarily managing assets on a non-discretionary basis.

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 Private Advisor Group, LLC and holds a Series 66 designation. He has 26 years of industry experience, including prior roles at Merrill and LPL Financial. Danese operates through his independent advisory business under Private Advisor Group and Newtown Investment Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model that integrates proprietary technology platforms and third-party managers to deliver a range of investment strategies.

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 Guardian Life and holds Series 63 and Series 66 licenses. He has 25 years of industry experience and has been associated with Park Avenue Securities and Guardian Life Insurance Company since 2005. Stern is a trustee since 2023. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and investment advisory services.

Christopher Law is a financial advisor at Truist Advisory Services with eight 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 offers asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and third-party platforms to implement its strategies.

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 63 and Series 65 credentials and 16 years of industry experience. His prior roles include positions at Fidelity Investments, Wells Fargo, and Citigroup. 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.

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 credentials and 44 years of industry experience. His prior experience includes eight years with Valic Financial Advisors. He has been with Stratos Wealth Partners and affiliated LPL Financial since 2012. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a broad range of clients, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, using an open-architecture investment approach with customizable portfolio management and integrated third-party platforms.

Brandon Vietti is a financial advisor with Guardian Life, holding a Series 66 designation and beginning his career in the industry in 2024. His prior experience includes roles outside financial services, such as working with Oakmont Public Adjusting and in automotive and wireless sales. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that include proprietary and third-party model portfolios.

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.

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.