Jill Hansen is a CFP® professional with 29 years of industry experience. She has been affiliated with Commonwealth Financial Network and Hansen Financial MV since 2009 and previously worked at OSAIC Institutions, Inc. from 2006 to 2009. Outside of advising, she owns Hansen Financial MV, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed account programs, third-party asset manager access, and custody services.

John Morris is a financial advisor at Janney Montgomery Scott in Jupiter, FL, holding Series 63 and Series 65 licenses with 37 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Janney Montgomery Scott in 2022. Janney Montgomery Scott LLC 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, corporate plans, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Steven Schultz is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Oppenheimer since 2005 and previously spent three years at Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary advisory approaches.

Natalia Tatishvili is a financial advisor at Citigroup Global Markets with six years of industry experience and holds a Series 66 designation. Her prior roles include positions at Wells Fargo Clearing Services and Equitable Advisors. Outside of advisory roles, she was involved with A La Turk, Inc. for a decade. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, providing a range of discretionary and non-discretionary investment solutions.

Karolina Bednarska is a CFP® professional with 20 years of industry experience, currently with CIBC Private Wealth Advisors, Inc. She has worked at CIBC National Trust Company since 2017 and was previously with Atlantic Trust Company, N.A. from 2016 to 2017. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a structured investment process with internal teams and committees to create customized portfolios, blending proprietary and external strategies, and manages approximately $67.8 billion in assets with 175 advisors.

Mark Bogert is a financial advisor with Oppenheimer who holds a Series 66 designation and has 37 years of industry experience. His career includes tenure at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, Merrill, and Charles Schwab. He is based in North Palm Beach, Florida. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services that include equity, balanced, and fixed-income portfolios managed through strategic and tactical asset allocation, as well as consulting and retirement services delivered on discretionary and non-discretionary bases.

Neil Hartzog is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and has previously worked at Private Capital Group, LLC, VOYA Financial Advisors, Inc., and Waddell & Reed. Mr. Hartzog also operates an independent insurance business separate from his advisory role. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model and utilizes a range of investment strategies often implemented through third-party managers and technology platforms.

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, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at Raymond James Financial Services, Lipari Ribek Group, Morgan Stanley, and Citigroup Global Markets. He is based in North Palm Beach, Florida. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services, employing both discretionary and non-discretionary approaches, with a notable emphasis on non-discretionary asset management and custody of client assets.

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 four years of industry experience. His prior work includes roles at LPL Financial, Ameriprise Financial, and positions related to residence life and student success at Queens University. Outside of financial advising, he operates an eBay shop as a business owner. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Shashi Mehrotra is a CFA® charterholder with 30 years of industry experience and has been with Lincoln Investment since 2017. Prior to joining Lincoln, he worked for 22 years at Legend Equities Corporation. He serves as a board member of Aqua Pulsar, advising on technological and financial strategies, and participates on the investment committee of Encompass Wealth & Legacy Planning. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and third-party manager access, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.

Lillian Vassilatos is a financial advisor at Cresset Asset Management, LLC with seven years of industry experience. She holds a Series 65 credential and has worked at Cresset since 2018, following a ten-year tenure at The Northern Trust Company. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across various asset classes.

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. with two years of industry experience. She holds the Series 66 designation and has previously worked at Citizens Bank as well as in the hospitality sector. Outside of her advisory role, she is a licensed Notary Public. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, and offers investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory platform and a Managed Account program, operating as both a broker-dealer and insurance agency.

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.

Nicole Cavalcante is a financial advisor with Stratos Wealth Partners, Ltd. She holds a Series 66 license and has one year of industry experience. Her prior experience includes roles at LPL Financial LLC, Legacy Financial Partners LLC, Madison Avenue Securities, and SunTrust Bank. Outside of her advisory role, she serves as Director of Operations at Legacy Advisors Partners, LLC, a financial management firm. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, delivering services through both affiliated and independent representatives via an IAR-driven model with an open-architecture investment approach.

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.