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.

Melissa Ramsaran is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 licenses and three years of industry experience. Her prior experience includes roles at Morgan Stanley, Fidelity Investments, and Mutual of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing, delivering services integrated with Empower’s recordkeeping and administrative platforms.

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® with 42 years of industry experience, currently affiliated with Benjamin F. Edwards & Company, Inc. since 2014. She holds a Series 63 license and operates out of Boynton Beach, FL. Outside of her advisory role, she is involved as an independent sales consultant for Pampered Chef. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management consulting, utilizing both discretionary and non-discretionary strategies monitored by 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 at NewEdge Advisors with 39 years of industry experience. He has held positions at NewEdge Advisors and NewEdge Securities since 2022 and previously worked at Oppenheimer & Co. Inc for 15 years. Warner holds Series 63, 65, and 66 licenses. 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 services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisor and client needs.

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.

Fredrik Virgin is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of finance, he is an owner and instructor of a martial arts business. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, operating as both an advisory firm and a registered broker-dealer with capabilities in securities transactions, insurance products, and investment banking.

Zachary Mohr is a financial advisor at Hightower Advisors with one year of industry experience. He previously worked at Journey Strategic Wealth and has a background that includes five years of service in the United States Navy. Outside of his advisory work, Zachary is involved with Pine Tree Golf Club, where he occasionally sells golf clubs on an appointment basis. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions and discretionary portfolio management, utilizing both affiliated and third-party managers along with proprietary research.

Timothy Ratty is a financial advisor with Janney Montgomery Scott, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Cambridge Investment Research. Outside of his advisory work, he volunteers on the Elder Fraud Committee of the Florida Securities Dealer Association and assists with event organizing for the Trustbridge Hospice Foundation. 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 clientele, including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

C Rassler is a financial advisor with Eagle Strategies (NY Life) in Boca Raton, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. With 47 years of industry experience, Rassler has worked at several firms including NYLife Securities LLC and M&A Executive Benefit Insurance Solutions, LLC. He serves on multiple nonprofit boards such as Junior Achievement of South Florida, Paul L. Rodensky Foundation for the Arts, and Nova Southeastern University, and owns The Creative Learning Center, LLC. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored solutions and manages the majority of its assets on a non-discretionary basis.

Sammie Kreindel is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 26 years of industry experience. She has been with PNC Investments and PNC Bank since 2011. PNC Wealth Management provides retail brokerage and advisory services, offering model-based investment programs including a digital discretionary model account available through an employee-only pilot. The firm employs algorithm-driven portfolio selection and delegates portfolio implementation to third-party strategists.

Justin Gelbman is a CFP® with 20 years of industry experience and has been with Oppenheimer since 2006. He holds Series 63 and Series 65 licenses and is based in Boca Raton, Florida. 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 with investment solutions tailored through strategic asset allocation, manager selection, and various investment vehicles.

Lauren Gooding is a financial advisor at Cerity Partners LLC with 10 years of industry experience. She holds a Series 65 designation and previously worked at Round Table Wealth Management for 14 years before joining Cerity Partners in 2022. Outside of her advisory role, she has a financial interest in P Shares LLC, a private investment business. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm provides a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on customized, diversified portfolios and private market programs for qualified clients.