Linda Weinstein is a financial advisor with Truist Advisory Services in Coral Springs, FL, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. She has been with SunTrust Advisory Services and affiliated entities since 2016. 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 utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Erik Alexander is a financial advisor at First Citizens Investor Services, Inc. with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several related firms including Truist Advisory Services and Suntrust. Outside of his advisory role, he is president of Alexander Outdoors, Inc., a family safety and emergency preparedness consultation service, and serves on the Honors College Dean's Advisory Board. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, and institutional entities. The firm combines risk- and outcomes-based asset allocation with discretionary management and third-party managers, supported by integrated banking resources as a subsidiary of a bank holding company.

Jill Richardson is a financial advisor with Oppenheimer in Highland Beach, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Oppenheimer since 2009. Outside of her advisory work, she is co-owner of the Gallery of Modern Masters in Sedonia, Arizona. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation along with manager selection across various investment vehicles, maintaining client objectives through documented investment policy statements and regular account reviews.

William Gamble is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, following five years at BB&T Securities, LLC. Outside of his advisory role, he is involved in thoroughbred horse racing as a member of JMM Stables. 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, and is noted for its inter-affiliate integration and comprehensive supervisory oversight.

Esperanza Castro is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds a Series 66 designation and has been with Citibank N.A. since 2009. Outside of her advisory role, she serves as Secretary for Venico Investment, LLC, performing accounts payable duties with limited monthly time commitment. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Arthur Faren is a CFP® and PFS™ credentialed advisor with 37 years of industry experience. He is currently affiliated with Truist Advisory Services and Truist Investment Services, having previously worked at SunTrust Advisory Services, Wells Fargo Clearing, and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by integrated inter-affiliate resources.

Jeffrey Knight is a financial advisor with Eagle Strategies (NY Life) based in Coral Springs, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience with a career spanning New York Life Insurance Company since 1981 and Nylife Securities Inc. since 1984. Since 2007, he has also operated two business ventures under the names Knight Benefits Group and Wealth Retention Group that focus on brokering non-registered insurance products and selling New York Life products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types designed to tailor recommendations to client objectives, with most assets managed on a non-discretionary basis and a focus on serving retirement plan sponsors within an integrated New York Life affiliate structure.

Frederic Leonard is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment vehicles to meet client objectives, with accounts reviewed periodically.

Alvaro Quintero is a financial advisor with Truist Advisory Services in Fort Lauderdale, FL, holding Series 66 and Series 63 credentials and 12 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Bank of America, Merrill, and Wells Fargo Advisors. 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 with non-discretionary consulting and uses AI-enabled tools and third-party manager programs to support its investment approach.

Peter Stewart is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC since 2012 and Parkland Securities since 2014. Outside of his advisory work, he is involved in the sale of life, health, long-term care, and disability insurance, and serves as a trustee managing a family trust and beneficiary 401(k) plan. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that supports both fiduciary and non-fiduciary retirement services through affiliated entities.

Yisel Reyes is a financial advisor at PNC Wealth Management with three years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, and Wells Fargo. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven risk assessments and approved mutual fund and ETF strategies.

Ana Hernandez is a financial advisor at Truist Advisory Services with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2018 to 2023. Her prior roles also include positions at RBI Alliances LLC and Choice Employer Solutions INC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, leveraging third-party platforms and AI-enabled tools to support its investment and manager-selection processes.

Michael Costa is a financial advisor at OSAIC Institutions, INC. with 12 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Popular Bank and Infinex Financial Group, where he is dually employed as a private banker managing client relationships and servicing accounts. His prior experience includes roles at IDB Capital Corp., Israel Discount Bank of New York, and Wells Fargo Advisors. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements. The firm is notable for its predominantly non-discretionary assets and its integration of advisory and brokerage solutions via a large network of investment adviser representatives.

Scot Hunter is a financial advisor at Corient with 23 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Emfo, LLC, CPS Partners, LLC, and Emerald Asset Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.

Jason Laing is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with SunTrust Advisory Services since 2016 and has worked at Suntrust Investment Services, Inc. since 2003. Outside of his advisory role, he serves as a consultant for Phoenix Rising AI, which develops artificial intelligence digital agents for automotive industry sales leads. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary strategies supported by third-party platforms and manager arrangements, emphasizing integration across its affiliated entities.

Karen Pena is a Series 66 licensed financial advisor at OSAIC Advisory Services, LLC with three years of industry experience. Her career history includes roles at Goldman Sachs & Co. LLC, Fortress Investment Group, and JP Morgan Asset Management. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory services through multiple program models with custody primarily arranged through Schwab and Fidelity.

Brianna Cook is a financial advisor with Empower Advisory Group holding a Series 66 designation and two years of industry experience. She has worked at Empower Financial Services, Equitable Advisors, and NYLIFE Securities. Outside of financial services, she is the CEO of IoTeeDom, a consulting and information technology firm, and serves as a director of the nonprofit organization The Voices for Peace Ghana. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm uses an integrated model linked to its administrative platforms and offers point-in-time financial plans alongside managed account options.

David Ray is a ChFC® credentialed financial advisor with 24 years of industry experience. He has been with Eagle Strategies (NY Life) since 2021 and New York Life Insurance Company since 2001. Outside of his advisory roles, he has been involved with Southern Vintage Spirits since 2000. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and provides most of its advisory services on a non-discretionary basis within an integrated New York Life affiliate structure.

Heather Buckridge is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at OSAIC Advisory Services, LLC. Her prior roles include positions at Goldman Sachs and United Capital Financial Advisers, LLC. She is also a member of RABSCO, LLC, where she performs general and administrative duties. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models and uses a combination of proprietary guidance and third-party platforms.

Laureen Landgren is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Santander Securities, LLC and Santander Bank, N.A. She has been with Citizens Securities in two separate periods, most recently since 2022. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs alongside brokerage and insurance services. The firm’s advisory solutions include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.