Shiloh Markus is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners, he worked at Fourthought Private Wealth and Sarasota County Government. Markus also has a background in education, having spent six years in full-time education and four years affiliated with Florida Gulf Coast University. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investment opportunities, utilizing tailored asset allocation and proprietary quantitative screening.

Barbara Blacklock is a financial advisor at &Partners with 45 years of industry experience. She holds a Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Blacklock serves on the Finance External Advisory Board at Southern Illinois University, providing strategic guidance on curriculum and development. &Partners serves a diverse client base including individual, institutional, and sovereign wealth fund clients. The firm offers investment advisory and brokerage services, combining proprietary and third-party portfolio management with a range of financial planning and consulting solutions.

Anthony D'ascoli is a financial advisor with Oppenheimer, holding a Series 66 designation and 25 years of industry experience. He has been with Oppenheimer since 2013. Outside of his advisory role, he serves as president of A.R.D. Enterprises, a real estate holding company. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies to construct client solutions, with a distinctive mix of discretionary and non-discretionary management programs.

Clare Morris is a financial advisor at Equity Services, Inc. with 18 years of industry experience. She holds Series 63 and Series 65 registrations. Her prior experience includes roles at National Life Group, Mass Mutual Investors Services, and MetLife Securities. Morris is also a fixed insurance agent with Florida Financial & Insurance Agency. 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 frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Michael Mracna is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2008 and previously at Capital Analysts, LLC. Outside of advisory work, he is president of Rainman Sprinklers Corp, an irrigation business. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of advisor-managed and firm-managed investment programs utilizing both strategic and tactical approaches.

Keith Vanderveen is a financial advisor at &Partners with Series 63 and Series 65 licenses and 41 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he is involved with a hunter jumper horse farm, which is managed with support from trainers and grooms on weekends. &Partners serves a diverse client base including individual, institutional, and sovereign wealth fund clients, providing both advisory and brokerage services. The firm offers a range of investment management and financial planning solutions using proprietary and third-party strategies, and operates as both a broker-dealer and registered investment advisor with multiple revenue sources.

Sean Erickson is a CFP® and holds a Series 65 license with 16 years of industry experience. He has worked at The Colony Group, LLC since 2019 and previously spent 12 years at Steinberg Global Asset Management. He is based in Boca Raton, FL. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering a range of wealth management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis and integrates multiple asset strategies across managed and held-away accounts.

Abbey Ledoux is a financial advisor at Kestra Advisory with 17 years of industry experience. She holds a Series 66 designation and has previously worked at B. Riley Wealth Advisors and National Asset Management. Ledoux also serves as an operations manager at Wealth Empowerment Financial Strategies. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers comprehensive services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients ranging from private funds to sovereign wealth funds.

Vincent Aimetti is a financial advisor at Equity Services, Inc. with 29 years of industry experience. He holds the ChFC® designation and maintains Series 63 and 65 licenses. His prior work includes roles at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, and National Legacy Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm offers multiple advisory platforms with a focus on long-term strategies and utilizes both discretionary and non-discretionary management, serving a broad client base through its dual registration as a broker-dealer and SEC-registered investment adviser.

John Ruggiero is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Janney Montgomery Scott since 2009. Outside of his advisory role, he is a partner in a family-owned LLC that invests in and manages rental properties. Janney Montgomery Scott 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, delivering investment advice through both in-house and third-party managers across multiple wrap programs and unified managed accounts.

Debra Targett is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2014. In addition to her advisory role, she is an independent sales consultant for Pampered Chef, hosting kitchen product parties outside of securities trading hours. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets, serving individuals, corporations, retirement plans, trusts, foundations, and charitable organizations. The firm offers a range of advisory services and employs a mix of firm-developed and third-party investment strategies with ongoing oversight from an Investment Strategy Committee.

Victor Rojas Diaz is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds the Series 66 designation and has prior experience at firms including Stifel, Nicolaus & Company, 1st Financial Inc, Morgan Stanley/Prideone, American Express, Bank of America, and TD Bank. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains significant institutional capabilities including in-house research and roles as a swap dealer and futures commission merchant.

Roxann Murphy is a financial advisor at Valic Financial Advisors with 10 years of industry experience and holds a Series 65 credential. She has been with Valic Financial Advisors since 2016 and has prior experience at AGIA. Outside of her advisory role, she works as a per diem occupational therapist, providing therapy and education to patients and school-age children. Valic Financial Advisors, Inc. primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm utilizes discretionary unified managed accounts and overlay services, managing approximately $29.2 billion and serving nearly 300,000 clients.

Kelly Warner is a financial advisor with NewEdge Advisors who holds Series 63, Series 65, and Series 66 credentials and has 39 years of industry experience. Prior to joining NewEdge in 2022, Warner worked at Oppenheimer & Co. Inc. for 15 years. 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 portfolio management and consulting services, utilizing multiple program structures that combine in-house manager selection, third-party models, and advisor discretion, supported by technology tools and centralized due diligence.

Paul Mcfeeley is a financial advisor at Hightower Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer for 14 years before joining Hightower in 2023. Mcfeeley is based in Boca Raton, Florida. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting through a network of advisor practices. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a focus on proprietary research and diversified investment strategies.

Elaine Israel is a financial advisor at Oppenheimer with 31 years of industry experience. She holds a Series 63 designation and has been with Oppenheimer since 2014. The firm serves a broad client base, including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services. Oppenheimer’s investment approach includes strategic and tactical asset allocation, manager selection, and the use of various investment vehicles, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

James Hopler is a CFP® with 28 years of experience in the financial advisory industry. He has been with VALIC Financial Advisors since 1998 and also holds a position as an agent at Agia, where he is involved with non-securities insurance products. Based in Boca Raton, FL, he holds Series 63 and Series 65 licenses. VALIC Financial Advisors primarily serves U.S.-domiciled 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Belle Bennett is a Series 65-licensed financial advisor with Wealthspire Advisors, based in Boca Raton, FL. She has one year of industry experience and previously worked at Michigan State University. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion across about 220 advisors and serving nearly 9,700 clients. The firm provides wealth management, portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, and nonprofits, using an institutional-style asset allocation framework and centralized investment oversight.

David Fromer is a Series 66-licensed financial advisor with Primerica Advisors, based in Boynton Beach, FL, and has two years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities, and has been involved with ABA Therapy since 2017. Outside of his advisory work, he manages a vending business, DT VENDING LLC. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and fee-based advisory services, including financial and retirement planning. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports account-level services such as lending solutions and donor-advised funds.

Christian Martinez is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Valic Financial Advisors since 2015 and also serves as an agent for Agia, providing non-securities insurance products. Additionally, he has authorization to sign for a permit running service related to construction and remodeling projects. Valic Financial Advisors primarily serves U.S.-based individual investors, including 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 and operating at scale with over 1,200 advisors nationwide.