Mark Bogert is a financial advisor at Oppenheimer with 37 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2018. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2018. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs diverse investment approaches depending on the program and advisor, managing approximately $36.7 billion in assets as of December 31, 2025.

Neil Hartzog is a CFP® with 27 years of industry experience. He is currently with Private Advisor Group, LLC and has also worked with Private Capital Group, LLC since 2005. Outside of his advisory role, he operates an independent insurance agency under the name WP Financial. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to various advisory programs, third-party asset managers, and proprietary model portfolios supported by major strategists such as Fidelity and BlackRock.

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 & Co., Inc., holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Oppenheimer since 2019 and previously held roles at Raymond James Financial Services Advisors and the Lipari Ribek Group. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a range of investment vehicles, offering both discretionary and non-discretionary management programs.

Brian Jones is a financial advisor with PNC Wealth Management in Wellington, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with PNC Investments since 2013. Outside of his advisory role, he has ownership in a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses algorithmic risk assessment and invests via approved model strategies with mutual funds and ETFs.

Paul Higgins is a CFP® and ChFC® with 33 years of experience in the financial services industry. He has worked at Savant Wealth Management since 2026 and previously spent significant time at Heritage Financial Services, Investacorp Inc., and Highland Capital Brokerage. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers a range of affiliated services including accounting, legal, and trust operations.

Dago Casco is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Primerica Advisors and extensive experience in corporate business travel with BCD Travel and American Express Global Business Travel. Outside of advisory work, he is principal of Casco Insurance Group, a full-service insurance and financial services agency. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Le Xiong is a financial advisor with NewEdge Advisors, holding a Series 66 designation and three years of industry experience. He has worked at firms including LPL Financial and Ameriprise Financial Services and has prior experience in university student success roles and corporate positions at Siemens. Outside of advisory work, he operates an online business through an eBay shop. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.

Lillian Vassilatos is a financial advisor at Cresset Asset Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Cresset since 2018. Prior to that, she spent ten years at The Northern Trust Company. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse range of clients, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, with a structured due diligence process for manager selection and ongoing monitoring.

Amanda Butterworth Pi is a financial advisor with Truist Advisory Services holding a Series 66 designation and no prior industry experience before joining the firm. She has been with Truist Advisory Services and its affiliated entities since 2025, following several years in various roles at Truist Financial and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, using third-party platforms and manager arrangements supported by AI-enabled research and oversight teams.

Abigail Cleis is a financial advisor at Citizens Securities, Inc. in West Palm Beach, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Citizens Securities, she worked in various roles in the food service industry and has been a Notary Public since 2021. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program and a Managed Account program.

Daniel Molinari is a financial advisor with PNC Wealth Management in Palm Beach Gardens, FL. He holds a Series 66 designation and has four years of industry experience. Prior to his current role, he worked at PNC Investments and PNC Bank NA, with earlier experience outside the financial industry at Carrabba's Italian Grill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via an invitation-only employee pilot. The firm uses algorithm-driven questionnaires to guide model selection and employs mutual funds and ETFs with annual rebalancing, with portfolio implementation and proxy voting delegated to third-party firms.

John Klopfenstein is a CFA® charterholder with three years of industry experience. He has worked at Cresset Asset Management, LLC since 2022 and previously held roles at PricewaterhouseCoopers and Sea Island Resorts. Klopfenstein serves as Vice President on the Board of Directors for the Samuel L. Asbury Foundation, a charitable organization. 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, offering wealth management, portfolio management, retirement plan consulting, and family office services using a disciplined, risk-aware investment approach.

Jason Bourgo is a CFP® with 24 years of experience in financial services and is currently with Steward Partners Investment Advisory, LLC. His prior experience includes roles at Lincoln Investment LLC and Ameriprise Financial Services, Inc. Outside of advisory work, he co-owns NEK LLC, a business involved in rental real estate where he coordinates financial operations. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Daniel Kurylas is a Series 66-registered financial advisor with nine years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent five years at The Ayco Company, L.P./Mercer Allied. He is based in West Palm Beach, FL. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients. The firm offers financial planning and portfolio management with tailored strategies supported by internal investment research, third-party analytics, and comprehensive service programs across multiple platforms.

Kent Justice is a financial advisor with Money Concepts Capital Corp in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Money Concepts since 2014 and also works as a news anchor and reporter for WJXT-TV in Jacksonville, a role he has held since 2010. Additionally, he operates Justice Communication as a self-employed business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across 14,700 clients through a mix of model portfolios, advisor-designed portfolios, and third-party sub-advisers, employing fundamental and technical analysis alongside modern portfolio theory.

Douglas Demay is a CFA® charterholder with 20 years of industry experience, currently affiliated with Equity Services, Inc. He has worked at both National Life Group and Equity Services, Inc. since 2006. In addition to his advisory role, he is also licensed as an insurance agent. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often using third-party managers and model portfolios, and combines long-term investment strategies with options for shorter-term trading.

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.