Michael Holahan is a financial advisor at Oppenheimer in North Palm Beach, FL, holding a Series 66 designation with three years of industry experience. His prior roles include positions at VP Distributors LLC, Virtus Investment Partners, and Fidelity Investments. Oppenheimer serves a diverse client base, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment management programs.

Brian Worgan is a financial advisor at Mariner with 19 years of industry experience. His prior positions include roles at BNY Mellon Securities Corporation, BNY Mellon, LPL Financial, and SunTrust Bank. He holds Series 63, Series 65, and Series 66 licenses. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm implements customized discretionary portfolios combining internal research with third-party managers and provides integrated tax, accounting, and family office services uncommon for a firm of its size.

Thomas Lavery is a Series 66 credentialed financial advisor with 14 years of industry experience. He has been with Lincoln Investment since 2017 and previously worked at Legend Advisory Corporation from 2011 to 2019. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of portfolio management programs, using strategic and dynamic investment approaches overseen by an internal Investment Management & Research team.

Daniel Rey is a financial advisor with GWN Securities Inc. based in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He operates his own businesses, including Ingennuity, LLC, and has entrepreneurial roles in insurance sales, tax preparation, fixed insurance marketing, and marketing strategy development. He is also a contributing author for Kiplinger Magazine and assists referrals from the Ramsey Solutions SmartVestor Program with retirement and investment planning. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Taylor Kollen is a financial advisor at GWN Securities Inc. with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at VOYA Financial Advisors. Outside of his advisory role, he serves as COO of Cyber Shield Technologies, a business operations company. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning options. The firm employs a mix of affiliated and unaffiliated sub-advisers, using strategies grounded in asset allocation and Modern Portfolio Theory, as well as market-timing and momentum-based approaches.

Diana Rudwilleit is a financial advisor with Oppenheimer in North Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Oppenheimer since 2015. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a variety of investment vehicles, while also acting as a qualified custodian for client assets.

Peter Cahill is a financial advisor at &Partners with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services LLC and Columbia Management Investment Distributors Inc. He is based in West Palm Beach, FL. &Partners serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm provides investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with accounts managed directly by advisors or third-party managers.

Frank Fiore is a financial advisor with Truist Advisory Services in Palm Beach Gardens, FL, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience and has worked at Truist Advisory Services and related entities since 2017, with prior experience at Ameriprise Financial Services from 2013 to 2017. 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, supported by third-party platforms and AI-enabled research tools, with an emphasis on inter-affiliate integration.

Miraj Patel is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Bank of America, Merrill, and National Securities Corp. 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 with internal standards and oversight committees, combining large institutional scale with specialized market roles.

Richard Le Pore is a financial advisor with GWN Securities Inc. based in Palm Beach Gardens, FL, holding a Series 66 designation and bringing 19 years of industry experience. His prior experience includes roles at Securian Financial Services Inc., Evershore Financial Group, Minnesota Life, MML Investors Services LLC, and MassMutual Life Insurance Co. Le Pore is also an insurance agent involved in life and fixed insurance sales. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm uses a combination of affiliated and unaffiliated sub-advisers and model-based allocations, incorporating market-timing and momentum-based strategies alongside technology platforms.

Frank Barrella is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Sigma Planning Corporation and Sigma Financial Corporation since 2016. Barrella is also the president and owner of Franklin Capital Management, where he focuses on investment and insurance planning. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice primarily through Fidelity custodial accounts.

Brennan Schofield is a financial advisor at Money Concepts Capital Corp with Series 65 and Series 63 licenses and four years of industry experience. He has been with Money Concepts Capital Corp since 2021 and previously worked at Lido Beach Resort. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets and employs model-driven asset allocation strategies with a mix of proprietary and third-party portfolio programs.

Barry Falk is a financial advisor at Janney Montgomery Scott with 47 years of industry experience. He has been with Janney Montgomery Scott since 2002 and holds Series 63 and Series 65 designations. The firm manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients. Janney offers brokerage services, financial planning, consulting, and multiple advisory programs through a combination of in-house portfolio management and third-party managers.

Andrea Item is a financial advisor at Cresset Asset Management, LLC with 16 years of industry experience. She holds the Series 66, Series 65, and Series 63 credentials. Her prior experience includes roles at UBS Financial Services Inc, SunTrust Advisory Services LLC, SUNTRUST BANK, and Quorum Investment Counsel, LLC. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that incorporates strategic asset allocation, manager selection, and both active and passive strategies across various asset classes and alternatives.

Anthony Uvari is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Wells Fargo Bank, PurePoint Financial, and J.P. Morgan Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its services.

Caleb Barr is a financial advisor at Mariner with Series 65 and Series 63 credentials and one year of industry experience. His prior work includes roles at GEO Group, CBIZ Insurance, and service in the U.S. Army National Guard. Outside of finance, he is president of MD Nutrition & Wellness LLC, a business focused on creating customized nutrition and fitness plans. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations by providing investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an Investment Committee and integrates in-house research with third-party managers across various asset classes.

John Paolella is a Series 65-licensed advisor at Corient with two years of industry experience. He previously worked at Eaton Vance WaterOak Advisors for eleven years before joining Corient and its related entities in 2022. He also serves as an individual trustee for certain clients of Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes comprehensive risk management tools.

Philomene Stanley is a financial advisor at Citigroup Global Markets with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Citigroup Global Markets since 2007. Outside of her advisory role, she is the managing member of Philke Internation Limitada, a non-investment related business based in Costa Rica. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, providing a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies overseen by internal standards and committees, and operates with large institutional scale including roles as a swap dealer and futures commission merchant.

Ilona Dominguez is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is also involved with LSPN Pro, LLC, providing communication, marketing, and client referral services, as well as Aurich, LLC. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, offering investment advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Keith Bruni is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Lincoln Investment and Legend Equities Corporation. Bruni is also involved in insurance sales focusing on life, health, and VA products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals, through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs and employs both traditional and legacy market-timing and momentum-based strategies.