Raymond Kramer is a Series 65-licensed financial advisor with Wealthspire Advisors, bringing four years of industry experience. His prior roles include positions at Trinity Wealth Securities, Florida Financial Advisors, and Noral Group, as well as experience in nonprofit and academic advancement offices. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets across about 220 advisors and serving nearly 9,700 clients. The firm employs an institutional-style asset allocation framework using mutual funds, ETFs, private investments, and external account managers, providing wealth management and financial planning services tailored to individuals, corporate plans, nonprofits, and foundations.

Nicolas Garcia is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2022. Prior to this, he was involved with My Legacy Group and has experience in accounting and academic roles. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds, and offers investment management primarily on a discretionary basis using model portfolios, unified managed accounts, and separately managed accounts.

Kevin Brown is a financial advisor at Corient with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Emfo LLC. Brown is based in Weston, Florida. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and specialized offerings, continuously monitoring portfolios with various risk management tools.

Michael Madalena is a financial advisor with Valic Financial Advisors in Tallahassee, FL, holding a Series 66 designation and 26 years of industry experience. He has been with Valic Financial Advisors since 1999 and also works with Agia as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with tax and ESG overlay options.

Richard Morgenstern is a CFP® with 45 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2025. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning through both discretionary and non-discretionary approaches, utilizing a range of fundamental, technical, and quantitative strategies alongside third-party managers.

Ross Brenner is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 designation and 15 years of industry experience. His prior work includes roles at Valic Financial Advisors and Guardian Life. He is also a partner at Arrow Wealth, where he is involved in marketing and business planning. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and integrates multiple custodial platforms, supporting both discretionary and non-discretionary advisory relationships.

Jules Epstein is a financial advisor with Eagle Strategies (NY Life) based in Boca Raton, FL, holding a Series 63 license and over 50 years of industry experience. His career includes long-term roles at New York Life Insurance Co. and Nylife Securities Inc. He is also the owner of The Bridge Group, Inc. and serves as a board member for Beth Ami Temple in Boca Raton. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored advice across multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities with a focus on retirement investors.

Richard Goldberg is a financial advisor with Principal Financial Services in Coral Springs, FL, holding CFP® and ChFC® designations and over 38 years of industry experience. He has long-term affiliations with Principal Securities Inc. and Principal Life Insurance Co. since 1992 and has been associated with CRG Financial Group since 2001. He is also involved in insurance sales and operates One Source Advisory, LLC, which collaborates with property and casualty insurance providers to offer combined client solutions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions, with investment implementation generally carried out on a discretionary basis by the money managers.

Anthony Bartolomeo is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He has worked at NewEdge Advisors since 2023 and previously spent four years at Savior Wealth. Bartolomeo also has a background in education, having taught at Brown University and American Heritage High School. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of services, including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing various program structures and technology tools to support advisors and clients.

Ehab Abdalla is a financial advisor with Eagle Strategies (NY Life) in Sunrise, FL, holding CFP®, Series 63, and Series 65 designations and bringing 16 years of industry experience. He has worked at several firms including Provenance Wealth Advisors and Raymond James Financial Services, and currently serves as an instructor for a Retirement Planning course at Florida Atlantic University. He also operates under the DBA The Bridge Group, Inc. to service insurance and financial product clients. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and offers multiple program types, managing the majority of assets on a non-discretionary basis, with a notable focus on relationships with institutional sponsors.

Emil Manzano is a financial advisor at Truist Advisory Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Citigroup and Amerant Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Gary Halter is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Janney Montgomery Scott since 2018, including prior roles at RBC Capital Markets. Outside of advising, he owns a property rental business in Glastonbury, Connecticut. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.

Christopher Bell is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at Bank of America, Merrill, and Rockefeller Capital Management. He is based in Boca Raton, FL. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer with placement and investment banking services.

Curtis James Jr. is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Boca Raton, FL, holding Series 63 and Series 65 credentials and has 14 years of industry experience. He previously worked with National Life Group, Nylife Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he serves as president of the Jacksonville NAIFA chapter and holds a seat on the Florida NAIFA state board; he is also a founder of Gravity Financial and acts as a trustee and executor for a family trust and estate. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and an SEC-registered investment adviser, offering multiple advisory platforms that combine long-term strategies with options for shorter-term trading, and uses third-party asset managers and model portfolios.

Bert Livingston is a financial advisor at Equity Services, Inc. with 40 years of industry experience. He holds a Series 63 designation and has been with Equity Services since 1987. In addition to his advisory role, he is involved in insurance sales and serves as a trustee and agent for various trusts and donor-advised funds. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and often utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Michael Brin is a CFP® professional with 14 years of experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior roles include positions at Bb&T Securities, Bb&T Bank, and Bbtis. He is a board member of Debbie's Dream Foundation, a nonprofit focused on funding research for curing stomach cancer. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and consulting supported by AI-enabled research tools.

Joel Goren is a CFP® professional with 10 years of industry experience, currently serving at Truist Advisory Services in Fort Lauderdale, FL. He has worked at Truist and its predecessor entities since 2017 and previously spent three years at City National Bank of Florida. 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, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Kevin Woodcheke is a financial advisor with Osaic Advisory Services, LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Goldman Sachs and Fidelity Investments. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and donor-advised fund advisory, utilizing multiple program models and a combination of proprietary and third-party platforms.

Nikol Tennant is a CFP® with 16 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. Her prior roles include positions at The Colony Group, LLC, Steinberg Global Asset Management LTD, and Levitt Capital Management LLC. Tennant holds a Series 65 registration. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Allan Budelman is a financial advisor at Corient with 24 years of industry experience. He holds a Series 66 designation and has worked at Corient and its predecessor entities since 2024. Prior to that, he spent seven years at Emfo, LLC, four years at CPS Partners, LLC, and twenty years at Emerald Asset Advisors, LLC. Allan serves on the advisory board of The Memorial Foundation, a nonprofit supporting health care services in South Florida. 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 incorporates both in-house strategies and third-party managers, with ongoing portfolio monitoring and risk management.